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  2. Rockefeller Capital Management - Wikipedia

    en.wikipedia.org/wiki/Rockefeller_Capital_Management

    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 .

  3. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    Private. [1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

  4. Jefferies Group - Wikipedia

    en.wikipedia.org/wiki/Jefferies_Group

    Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management. This includes mergers and acquisitions ...

  5. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. 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 ...

  6. Citadel LLC - Wikipedia

    en.wikipedia.org/wiki/Citadel_LLC

    Citadel LLC (formerly known as Citadel Investment Group, LLC) is an American multinational hedge fund and financial services company. Founded in 1990 by Ken Griffin , it has more than $58 billion in assets under management as of January 2024 [update] .

  7. Russell Investments - Wikipedia

    en.wikipedia.org/wiki/Russell_Investments

    Russell Investments Group LLC is an American investment firm headquartered in Seattle, Washington. Corporate overview [ edit ] According to American Banker , Russell Investments has approximately $300 billion of assets under management , as of September 2019. [3]

  8. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    US$ 16.125 Billion (Fiscal Year Ended December 31, 2021) [1] Number of employees. ~18,600 (As of December 31, 2022) [1] Subsidiaries. Principal Mutual Fund. Website. principal .com. Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, U.S.

  9. Cambridge Investment Research - Wikipedia

    en.wikipedia.org/wiki/Cambridge_Investment_Research

    US$100 billion (2019) [1] Parent. Cambridge Investment Group. Website. www .cir2 .com. Cambridge Investment Research Incorporation is a United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa. The company was founded in 1981 and mainly works as a broker-dealer, but also manages investment assets through its ...

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