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The Vanguard Group, Inc. (commonly known as simply Vanguard ), is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world ...
Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe .
The Charles Schwab Corporation [2] is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 380 branches, primarily in financial centers in the United States ...
Ameriprise Financial. Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. [1]
Website. rcm .rockco .com. Rockefeller Capital Management ( RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming .
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,000 financial professionals managing more than $515 billion in assets. While Osaic was initially a network of eight independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
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