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  2. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    10 Capital Group: United States 2,600 11 Allianz (which includes PIMCO and Allianz Global Investors) Germany 2,479 12 BNY: United States 2,015 13 Bank of America: United States 1,730 14 Deutsche Bank: Germany 1,670 15 Invesco: United States 1,663 16 Franklin Templeton: United States 1,604 17 Legal & General: United Kingdom 1,512 18 Northern ...

  3. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    The top tier of Charles Schwab wealth management is Schwab Wealth Advisory. This service requires a minimum investment of $500,000 and pricing starts at 0.80% of assets annually.

  4. Raymond James Financial - Wikipedia

    en.wikipedia.org/wiki/Raymond_James_Financial

    Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.

  5. List of largest financial services companies by revenue

    en.wikipedia.org/wiki/List_of_largest_financial...

    The following is a list of the world's largest publicly traded financial services companies, ordered by annual sales for the latest Fiscal Year in millions of U.S. dollars according to the Fortune Global 500. (Currently the top 50 public companies are included, while privately held companies are not included).

  6. Osaic - Wikipedia

    en.wikipedia.org/wiki/Osaic

    Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...

  7. WSFS Bank - Wikipedia

    en.wikipedia.org/wiki/WSFS_Bank

    In 2018, WSFS was voted #1 Bank in Delaware by readers of the Wilmington News Journal and delawareonline.com in their annual Readers' Choice Awards for 2018. [10] This was the eighth consecutive year that WSFS was honored with this award. In 2022, WSFS was named a "Top Workplace" for the 16th year in a row by The News Journal. [11]

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