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  2. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts.. Established in 1946, the company is one of the largest asset managers in the world, with $5.4 trillion in assets under management, and $14.1 trillion in assets under administration, as of June 2024, [4] Fidelity Investments ...

  3. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    US$270 billion [4] Number of employees. 1,500 [5] (2024) Website. edelmanfinancialengines.com. Edelman Financial Engines is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients. [6][7] The company was formed by the 2018 merger of ...

  4. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    www.cetera.com. 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 ...

  5. Vanguard vs. Fidelity: Here’s the Best Robo-Advisor - AOL

    www.aol.com/finance/vanguard-vs-fidelity-best...

    Vanguard and Fidelity have inexpensive, well-run robo-advisor platforms. Compare the platforms' key features to help you pick the right one for you.

  6. What Are the Capital Gains Tax Rates? How Can I Avoid Paying ...

    www.aol.com/finance/avoid-capital-gains-tax...

    Please carefully review the methodologies employed in the Fidelity Whitepaper. SmartAsset’s free quiz simplifies the time-consuming process of finding a financial advisor. The short ...

  7. AOL Mail

    mail.aol.com

    Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!

  8. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial. Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. [1]

  9. 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 [7] and 19,000 financial advisors. [8] 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 ...