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  2. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    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, Australia and Europe .

  3. Investment Advisers Act of 1940 - Wikipedia

    en.wikipedia.org/wiki/Investment_Advisers_Act_of...

    The Investment Advisers Act of 1940, codified at 15 U.S.C. § 80b-1 through 15 U.S.C. § 80b-21, is a United States federal law that was created to monitor and regulate the activities of investment advisers (also spelled "advisors") as defined by the law. Passing unanimously in both the House and Senate, [1] it is the primary source of ...

  4. Charles Schwab Corporation - Wikipedia

    en.wikipedia.org/wiki/Charles_Schwab_Corporation

    The Charles Schwab Corporation [2] is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 380 branches, primarily in financial centers in the United States ...

  5. BlackRock - Wikipedia

    en.wikipedia.org/wiki/BlackRock

    BlackRock, Inc. is an American multinational investment company. It is the world's largest asset manager, with $10 trillion in assets under management as of December 31, 2023. [1] Headquartered in New York City, BlackRock has 78 offices in 38 countries, and clients in 100 countries. [1]

  6. Investment Company Institute - Wikipedia

    en.wikipedia.org/wiki/Investment_Company_Institute

    The Investment Company Institute (ICI) is a global association of regulated funds, including mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts in the United States, and similar funds offered to investors in jurisdictions worldwide. ICI encourages adherence to ethical standards, promotes public financial literacy ...

  7. 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.

  8. PGIM - Wikipedia

    en.wikipedia.org/wiki/PGIM

    PGIM, Inc. ( PGIM ), formerly known as Prudential Investment Management, functions as the asset management arm of Prudential Financial, an American life insurance company. Headquartered in Newark, New Jersey, United States, PGIM manages more than $1 trillion in assets across its fixed income, equity, real estate, alternatives, and multi-asset ...

  9. Bank of America - Wikipedia

    en.wikipedia.org/wiki/Bank_of_America

    The Bank of America Corporation (often abbreviated BofA or BoA) is an American multinational investment bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with investment banking and auxiliary headquarters in Manhattan. The bank was founded by the merger of NationsBank ...

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