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2. Edward Jones Investments - Wikipedia

   en.wikipedia.org/wiki/Edward_Jones_Investments

   Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations and 19,000 financial advisors. The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business owners.

3. Investment company - Wikipedia

   en.wikipedia.org/wiki/Investment_company

   An investment company is a financial institution principally engaged in holding, managing and investing securities. These companies in the United States are regulated by the U.S. Securities and Exchange Commission and must be registered under the Investment Company Act of 1940. Investment companies invest money on behalf of their clients who ...

4. Capital Group Companies - Wikipedia

   en.wikipedia.org/wiki/Capital_Group_Companies

   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 ...

5. Putnam Investments - Wikipedia

   en.wikipedia.org/wiki/Putnam_Investments

   Franklin Templeton Investments. Website. www .putnam .com. Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2]

6. Citadel LLC - Wikipedia

   en.wikipedia.org/wiki/Citadel_LLC

   Number of employees. 2,630 (2022) [3] : 27. Website. citadel.com. 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.

7. MFS Investment Management - Wikipedia

   en.wikipedia.org/wiki/MFS_Investment_Management

   The company was founded in 1924 by Sherman Adams, Charles H. Learoyd and Ashton L. Carr. L. The company's oldest fund is the Massachusetts Investors Trust, a mutual fund created with $50,000 at the company's inception and reported to be "the world's first open-end investment fund". The company used "brokerage channels" to market its shares to ...