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Ameriprise Financial, Inc. 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]
Capital Group Companies, Inc. 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 ...
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Registered investment adviser. A registered investment adviser ( RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...
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 ...
AUM. $677 billion (Dec 31, 2023) [1] Number of employees. 1,600+ (2023) [2] Website. www .dimensional .com. Dimensional Fund Advisors, L.P. (branded Dimensional abbreviated DFA [3]) is a privately-owned investment firm headquartered in Austin, Texas. Dimensional was founded in Brooklyn [4] in 1981 by David Booth, Rex Sinquefield and Larry Klotz.
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