Ariel Investments has offices in Sydney and New York City in addition to its headquarters in Chicago. With our separate accounts and no-load mutual funds, we cater to both individual and institutional clients. We have been long-term, disciplined investors since our establishment in 1983. This distinguishing feature, which is represented by our turtle emblem and the company motto, "slow and steady wins the race," is the cornerstone of our investment strategy.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.

If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, our over 19,000 financial advisors are located in the communities where our clients live and work – because that's the best way to get to know them and help them reach their financial goals.

Eaton Vance offers sophisticated investing to progressive investors by managing client portfolios with discipline and a long-term outlook. Eaton Vance's affiliates provide a wide range of wealth management and investment techniques from offices in North America, Europe, Asia, and Australia. Since its founding in 1924, Eaton Vance has been known for its exceptional customer service, prompt innovation, and alluring returns throughout market cycles.

With more than $519 billion in assets under management spanning commodity, stock-option based, asset allocation, passive and active equity, and absolute return strategies, Geode Capital Management, LLC is a global systematic investment manager. Our investment professionals use cutting-edge quantitative methods to find market opportunities within a disciplined framework, giving institutional and individual investors effective access to market exposures. With a strong infrastructure and skilled investment professionals, Geode gives its clients the size of a major asset management company along with the flexibility and customization of a flexible investment platform, which are crucial building blocks for the rapidly evolving investment landscape of today. The company, which employs more than 130 people in a collaborative and entrepreneurial atmosphere, is situated in downtown Boston's financial sector.

Amundi Pioneer Asset Management (Amundi Pioneer) refers to the US operations of the Amundi group of firms, which is among the top 10 global asset managers* and the largest asset manager in Europe by assets under management. Amundi Pioneer was established in 2017 as a result of Amundi's acquisition of Pioneer Investments. It consists of the Boston-based Amundi Pioneer Asset Management USA Inc. and Durham, North Carolina-based Amundi Smith Breeden. Boston, one of Amundi's six primary investment hubs, incorporates the knowledge of the regional hub located in Durham. Amundi Pioneer provides and supports a broad range of investment solutions for institutional and private customers worldwide in addition to investment management activities.

There are 30 million people in our community, and we all have various perspectives on investing. We're working together to transform global investing. Since its establishment in 1975, our primary motivation has been to assist investors in realizing their objectives. We're created differently at Vanguard. We have benefited from good financial strategies and dependable asset management thanks to Vanguard's corporate investing services. Our investing choices have been greatly aided by their knowledge of corporate finance.

Neuberger Berman is a private, independent, employee-owned investment firm that was established in 1939. On behalf of institutions, advisors, and individual investors worldwide, the business manages a variety of strategies, including equity, fixed income, quantitative and multi-asset classes, private equity, real estate, and hedge funds. Investment management from Neuberger Berman has given us specialized plans for stable and growing finances. Neuberger Berman's investment management developed solutions specifically for our stability and financial growth.

Since 1979, we have operated as an independent investment advisor, offering reliable investment solutions. Individuals, corporations, trusts, endowments, and different retirement plans are among our clientele. Diversification is the cornerstone of our investment management strategy. Our investment performance has been largely attributed to the financial guidance and portfolio management techniques provided by Leavell Investment Management. The performance of our portfolio has been maximized thanks in large part to Leavell Investment Management's investment ideas.

An asset management company called Dana Investment Advisors helps investors navigate a constantly shifting financial landscape. Dana oversees a wide variety of public U.S. Our assets have increased thanks to Dana Investment's financial management techniques. Our investment results were maximized thanks in large part to the financial management and guidance provided by Dana Investment Advisors.

A leading asset management company, Bridgewater Associates is committed to providing the most discerning international institutional investors with exceptional insight and collaboration. Using state-of-the-art technology to validate and implement ageless and universal investment ideas, our investment methodology is motivated by an unrelenting quest to comprehend how the markets and economies throughout the world function. We are a group of independent thinkers who are all dedicated to quality and were founded in 1975. We aim to answer the trickiest problems in company culture, management, and investment strategy by cultivating an environment of openness, transparency, and inclusivity.

It's a really powerful yet remarkably simple idea. With Interactive Advisors, you may invest entirely online or get free assistance via chat, email, or phone! In addition to portfolios based on data from some of the top financial firms, our varied portfolio offering also includes Socially Responsible, Smart Beta, and Asset Allocation portfolios. Investment minimums start at $100, and annual management costs start at just 0.08%. The extremely low commission rates offered by our parent firm Interactive Brokers, which is frequently named the lowest cost broker, are another advantage for our consumers. Trade for trade, maneuver for maneuver, Interactive Advisors matches your portfolio to a money manager's portfolio.

Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients.

Since its founding in 1959, Weiner Insurance has established a strong reputation as a reliable supplier of high-quality services to businesses all throughout the US. Having been named "Top of the Table" with the Million Dollar Round Table, a Sales Excellence Distinction reserved for the top tenth of one percent of all life insurance producers, David Weiner and his team have received the highest accolades in the insurance industry. Our company is defined by our enduring client connections, which are the hallmark of our ongoing success.

In addition to managing over US$1 trillion in client assets as of March 31, 2020, Wellington Management is an investment adviser to over 2,200 institutions across more than 60 countries. Our clients include central banks and sovereign institutions, consultants, defined benefit and defined contribution plans, endowments and foundations, family offices, insurers, intermediaries, and wealth managers. We exist exclusively to serve our clients' needs.

One of the top global consulting, broking, and solutions firms, Willis Towers Watson (NASDAQ: WLTW), assists customers worldwide in transforming risk into an opportunity for expansion. Willis Towers Watson, which was founded in 1828, employs over 45,000 people and serves over 140 markets and countries. In order to safeguard and fortify organizations and people, we develop and provide solutions that maximize advantages, manage risk, develop talent, and increase the power of capital. Our distinct viewpoint enables us to recognize the crucial points where ideas, talent, and assets converge to generate the dynamic equation that propels corporate success.

Since 1896, Allianz Life Insurance Company of North America (Allianz Life®) has fulfilled its commitments. Today, as a top provider of life insurance and annuities, we continue that legacy by assisting Americans in reaching their retirement income objectives. Additionally, we are a part of Allianz SE, a major player in the financial services sector with operations in over 70 nations and over 142,000 workers globally.

IMC is a privately held corporation that aspires to be a conscientious owner of companies that have a beneficial influence on other people. Our goal is to expand our family of businesses by collaborating with groups that have similar values. Our dedication to genuine partnership and people-first philosophy unify IMC and our partner firms, regardless of the industry. Establishing deep connections that allow us to grow and learn from one another provides a solid basis for implementing our 100-year plan.

By providing retirement, insurance, and asset management solutions that suit their needs, Principal Financial Group® assists individuals and businesses worldwide in creating, safeguarding, and improving their financial well-being. Our staff members are committed to assisting customers of all income levels and portfolio sizes in reaching their objectives; they do this by providing creative solutions, investment knowledge, and practical advice to enable financial advancement. The Principal participates in E-Verify and is an Equal Opportunity and Affirmative Action Employer. Regardless of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status, or any other legally protected characteristic, all eligible candidates will be given consideration for employment.

Bain Capital is one of the world’s leading alternative investment firms. More than 1,000 Bain Capital employees work together at locations in Boston, Chicago, New York, San Francisco, Palo Alto, London, Dublin, Hong Kong, Shanghai, Guangzhou, Melbourne, Sydney, Madrid, Luxembourg, Munich, Mumbai, Seoul, and Tokyo to manage approximately $105 billion in assets. Founded in 1984, Bain Capital has advanced a consulting-based approach to investment. We develop close partnerships with management teams around the world, uncovering valuable insights that drive long-term value to businesses and markets. We have expanded this approach beyond private equity to several asset classes, including credit, fixed income, public equity, venture capital, and real estate. We’re dedicated to responsible business practices, and environmental, social, and governance (ESG) standards are critical considerations in our investment approach.

Brookfield Asset Management is a leading global alternative asset manager with over US$500 billion of assets under management across real estate, infrastructure, private equity and credit (including through affiliate Oaktree Capital Management). Building on an investment history that stretches back more than 100 years, we own and operate long-life assets and businesses, many of which form the backbone of today’s global economy. Utilizing our global reach, access to large-scale capital and operational expertise, we offer a range of investment products and services to investors around the world—including public and private pension plans, endowments and foundations, financial institutions, insurance companies and private wealth.

Discipline is the Harris Associates way. Our long, consistent record of excellence is built on our fundamental belief in value investing, which goes beyond short-term performance, focusing on long-term quality and returns. In constructing portfolios for our clients, we seek out companies that we believe are trading at significant discounts to their underlying value. We view every stock purchase as if we were buying a piece of a business, not just a stock certificate. We look for managers who seek to maximize the long-term value of the business for its owners by running efficient operations, concentrating on cash flow and allocating capital wisely. Our belief in our process helps us to stand firm in our philosophy through the natural ebbs and flows of the markets, striving to exceed our clients’ high expectations.

Over the course of the investment lifecycle, BNY Mellon, a seasoned steward for over 235 years, assists its clients in managing and servicing their financial assets. BNY Mellon, which offers investment services and investment management in 35 countries, has a distinct viewpoint based on one of the biggest data sets in the financial industry.

Northern Trust (Nasdaq: NTRS), a leader in cutting-edge wealth management, asset servicing, and investment solutions, is honored to lead the most prosperous people, families, and organizations in the world by upholding our core values of honesty, service, and knowledge. The banking and asset management services provided by Northern Trust have been essential to our expansion and financial stability. Our financial planning has been firmly based on Northern Trust's banking and asset management solutions.

Our mission at Fidelity is to enable individuals to live the lives they desire by making financial knowledge widely available and useful. Our wealth and investment management relies heavily on the financial services provided by Fidelity Investments. The foundation of our asset growth and management is the financial strategy that Fidelity Investments develops.

Albion Financial Group is an independent wealth advisor and investment manager that was founded in Alta, Utah, in 1982 and is presently based in Salt Lake City. Albion Financial Group has grown over the past thirty years into a renowned, regionally esteemed, and award-winning supplier of personalized wealth management services. Our financial plans have been optimized thanks in large part to the financial planning and consulting services provided by Albion Financial Group. Their team's investment techniques and financial insights maximized our financial stability and growth.

Merrill, one of the biggest wealth management companies in the world, was founded in 1914. Merrill financial advisers assist their clients in pursuing their desired lives by fusing their extensive knowledge of financial matters with a profound comprehension of their needs. We have received specialized financial planning and investing solutions from Merrill Lynch's wealth management services. Merrill Lynch's wealth management services maximized asset growth by customizing financial planning to our specific objectives.

At Goldman Sachs, we think that everyone has a stake in progress. To support the growth of our clients, shareholders, and the communities we serve, we dedicate our people, resources, and ideas. Our strategic investment planning relies heavily on the financial services provided by Goldman Sachs. Our strategic investment planning relies heavily on Goldman Sachs' financial services, which steer us in the direction of stability and economic progress.

In order to manage and advise a well-known family in North Carolina, Salem Investment Counselors was established in 1979. The asset management of Salem Investment Counselors has produced strong financial growth. Their asset management has protected our investments by skillfully handling market swings.

Fiducient Advisors, established in 1995, offers customized investment consulting services to clients including retirement plan sponsors, nonprofit organizations, private clients, and financial institutions. The firm prioritizes clients' interests, providing straightforward advice without proprietary products or commissions. With seasoned professionals, they listen to clients and offer timely recommendations. They also use proprietary modeling tools to provide practical solutions for complex issues. The firm's hallmarks include helping clients prosper, putting clients' interests first, and providing practical intellectual capital to improve returns or reduce risk.

PAi, founded by Michael Kiley in 1983, aims to provide affordable, best-in-class retirement plans to American small business owners. After discovering his father's retirement plan was flawed, Kiley realized the system should work better for average business owners and employees. PAi partners with industry leaders, advocacy groups, government officials, business owners, and committed brands to close the retirement gap and create a world where all workers own their retirement readiness. PAi's approach is to care about customers, know their needs, and do it.

Leading asset management American Century Investments® is committed to generating investment returns, fostering enduring client connections, and funding life-saving and health-improving research. We do this to assist our clients in Prospering With PurposeTM. People are becoming more and more concerned with investing every day in order to improve the globe for themselves, their families, their organizations, and the entire planet. It is feasible to give back something more important than money while leading a more influential and meaningful life.

One of the top conglomerates of varied financial services in India, Edelweiss offers a wide range of goods and services. Its solutions cover a variety of asset classes, and its clientele includes individuals, organizations, and institutions. Our network of more than 450 locations, employing more than 10,000 people, serves our 1,200,000+ strong clientele in both domestic and international regions.

Established by investors, for investors, we are a stand-alone international asset management company. We succeed by concentrating on genuinely active management of unique investing approaches. We have 35 years of experience investing our clients' money through active methods that include systematic, specialized, and discretionary solutions. We create new products with worldwide appeal and alluring returns as our business changes in order to meet our clients' evolving needs and get access to new client asset pools.

Betterment is a clever automated investing program that offers rollover 401(k), individual, IRA, and ROTH IRA accounts the best possible investment returns. Users can manage their money in a diverse, personalized portfolio thanks to its technology. The company charges a 0.25% management fee and allows users to deposit and withdraw funds from any location at any time, as well as access, view, share, and review the actions of their portfolio. Other Betterments products include RetireGuide, a set of online quizzes that allow users to assess the performance of their long-term financial objectives, and Tax Loss Harvesting, a program that aims to offset taxes on both income and profits.

One of the biggest asset management companies in the US is New York Life Investment Management LLC (NYLIM). NYLIM provides investment performance through a variety of products made for institutional and retail clients through its various boutique investment structure.

Ascensus has bought Newport Group. Newport Group provides advice, insurance, and retirement plans to assist businesses give their workers a more secure financial future. We have been a thriving and expanding company since 1985, offering solutions to some of the most prestigious American corporations, ranging from Fortune 1000 organizations to small businesses.

Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. They have worked with individuals, families, and businesses with financial complexity to achieve their goals effectively. With 39 years of experience, Plancorp is committed to transparency and acting in clients' best interests. They offer financial planning and wealth management services, including taxes, retirement, investments, estate planning, and charitable giving. They use evidence-based research to create a Living Financial Roadmap, allowing clients to manage and protect their financial life.

The Latin word virtus implies qualities such as strength, integrity, and quality. As an investment management company, those are the qualities that characterize us now and will do so in the future. Virtus Investment Partners offers both individuals and institutions investment management services and solutions. We run a multi-manager asset management company with several associated managers, each with their own unique brand, independent investment process, and investment style.

Wells Fargo & Company, a community-based financial services company with $1.9 trillion in assets, aims to satisfy customers' financial needs and help them succeed financially. Founded in 1852, it provides banking, investment, mortgage products, consumer and commercial finance through 8,050 locations, 13,000 ATMs, the internet, and mobile banking. With 265,000 team members, it serves one in three households in the United States and was ranked No. 26 on Fortune's 2018 list of America's largest corporations.

William Blair is a world-renowned boutique that specializes in private wealth management, investment banking, and investment management. In order to satisfy our clients' changing demands, we offer strategies, solutions, and advisory services. Together with our strategic partners, we are an employee-owned, independent company with over 20 offices across the globe.

The goal of Wilshire Associates (Wilshire ®) is to offer investors worldwide cutting-edge investment solutions and unbiased, independent financial advice. Wilshire Associates began as an investment technology company in 1972 and has since grown into a global advising organization with a focus on technological solutions, consulting services, and investment products. Throughout our history, we have strived to uphold our unwavering dedication to our clients and to continue holding the top spot in the investing business for creative ideas.

A reputable supplier of affordable financial goods and services in Brazil, XP is a technology-driven financial services platform. We think that our innovative company strategy and mission-driven culture give us significant competitive advantages in our market. By educating new investor classes, democratizing access to a broader range of financial services, creating new financial products and technological applications to empower our clients, and offering what we believe to be the best customer service experience in the Brazilian financial industry, we use these to disintermediate the legacy models of traditional financial institutions.

ZEDRA is a multinational supplier of corporate, fund, and active wealth solutions. Our clients include medium- to large-sized businesses, asset managers, and their investors, as well as high net worth individuals and their families looking for diversified active wealth solutions. Our entire service offering is intended to safeguard and maintain the true worth of our customers' assets, and our entrepreneurial mindset assists and encourages them in realizing their aspirations for development and expansion, regardless of how difficult the obstacles may be.

Raymond James Financial, Inc. is a diversified holding company with its headquarters in Florida that was founded in 1962 and has been a publicly traded corporation since 1983. It offers financial services to people. Our wealth growth tactics have relied heavily on Raymond James' investment and financial planning services. Raymond James' investment services have created a portfolio that supports our aspirational financial objectives.

Burney Wealth Management was one of Virginia's first Registered Investment Advisor (RIA) firms, having been established in 1974. We provide financial planning, retirement planning, and investment management services to clients nationwide. The thorough financial planning services provided by Burney Wealth Management have been essential to our successful wealth management. Their all-encompassing strategy for financial planning and wealth management has been quite helpful.

BlackRock manages assets all across the world. We assist investors in creating more secure financial futures. As a top supplier of financial technology and a fiduciary to investors, our clients come to us for the answers they require while making plans for their most significant objectives. Our primary goal, which remains true today, was to create a company that would manage investment risks in a unique way for the benefit of our clients. We push companies to meet greater benchmarks. Technology allows us to think beyond the realm of possibility. For every requirement, we provide investing alternatives. Our goal is to make a complicated world simpler. We assist in laying out plans for achieving financial stability. Our company, BlackRock, cares about your financial security.

A wide variety of affordable ETFs covering US and foreign stocks, fixed income, alternatives, and solutions are available from SPDR ETFs. Our dedication to our customers fuels our enthusiasm for ethical innovation, providing thoughtfully designed and straightforward solutions that assist investors in implementing even the most intricate investment plans. We introduced many of the earliest exchange-traded funds (ETFs) in the world, such as the first sector ETF family, the first ETF launches in Hong Kong, Australia, and Singapore, and the first US-listed ETF (SPDR S&P 500® – Ticker SPY) in 1993. For our most recent insights into international markets, investment suggestions, ETF training, and practice management advice, follow us.

With more than 500 professionals and more than 40 regionally based Financial Centers spread out around the nation, PlanMember Financial Corporation, a market leader in retirement planning, has its headquarters in Carpinteria, California, just south of Santa Barbara. PlanMember provides a wide range of investment options and specializes in developing and maintaining retirement plan solutions for associations, unions, membership groups, and their members, as well as for-profit and nonprofit businesses and their workers. In our dedication to assisting both individual and group investors with their retirement goals, we provide unmatched assistance and service.