For example, one asset management firm may use its online brokerage platform to allow investors to buy and sell the mutual funds of a competing company. The company was founded in and went public in The firm has been influential in advancing the growth of exchange-traded funds ETFs , through its iShares products. Vanguard has become synonymous with the strategy of passive investing, in which money is placed in mutual funds designed to mirror the activity of specific indexes or the broader stock market.
Vanguard boasts of low expense ratios for most of its funds. UBS Group has four interdependent divisions that operate around the world. The Switzerland-based firm describes itself as the "only true global wealth manager. Fidelity is an asset manager and a discount broker with more than 27 million customers. It offers an online platform for individual investors to buy and sell securities, and also manages entire portfolios on behalf of clients.
In the summer of , it made headlines when it began offering mutual funds with a zero expense ratio and minimum investment requirement. Most people think of J. More than years later, BNY Mellon manages investments for individuals and investments in 35 countries. This Los Angeles-based firm was founded all the way back in , making it one of the oldest in the world.
It offers more than 40 mutual funds through American Funds Distributors, which is its subsidiary. Although it was acquired by a German company, it is headquartered in California, and it continues to operate as an autonomous subsidiary of Allianz.
ADV Ratings. The Vanguard Group. State Street Global Advisors. Scott Macaione. Rachel Barzilay. David Abelson. Damion Carufe. Mickey Silverman. Michael Silver. Neil Kishter. Sergio Akselrad. Nadine Miller. Steve McGovern. Chris Leeper. Keith Jacoby. Conrad Santiago. Chris Garvin. Adam Meinrod. Thomas Ruggie. George Perez.
Douglas Simon. Erick Ellsweig. Jeff Camarda. Jeremy Ruccio. Philip Reagan. Ralph Byer. Joel Manings. Douglas Patton. Stephen Ruvituso. Trent Leyda. Miguel Viyella. Elbert Bledsoe. Brian Shambo. Rod Westmoreland. James Hansberger. Brian Frank. Robert Balentine. Michael Merlin. Keith Mericka. Wes Moss.
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Justin Samples. Bruce Davidson. Robert Bracco. Sandra Dalton. Uwe Ruttke. Paul Tashima. Steven Hefter. Ryan Flury. John Cultra. Charles Cooper. Thomas Wilson. Brian Hahn. Michael Gallagher. Steven Weinstein.
Andrew Griffo. Louis Paster. David Mabie. Thomas Salvino. Stewart Mather. Raj Bhatia. James Whitney. Scott Magnesen. Mark Birringer. Shawn Parker. John Joyce. Louise Lane. Michael Schaffer. Mark Thorndyke. Daniel Fries. Matthew Dillig. Kristina Van Liew. Tom Kilborn. Linda Stephans. Daniel Grant. Walter "JR" Gondeck.
Sharon Oberlander. Ted Davis. Robert Fix. David Wilkinson. Steve Elkins. James Oberheide. David Wright. Russell McLean. Kathleen Roeser. Joseph Kartheiser. Jay Maltby. Benjamin Klein. Tom Bridges. Michael Cohen. Joseph Silich. Philip Watson. James Moriarity. Brad DeHond. Ajay Desai. Benjamin Leshem. Sean Lannan. Peter Lee. Dan Hoffmann. John Hammond. Christopher Garrity. Brian Speers. David Sheppard. Kyle Chudom. David Tracy. Kevin Lynch. Craig Dobbs. John Perry.
Martin Gregor. Eric Payne. John Cate. Christopher Moore. Ronald Mencias. Jonathan Klausner. Daniel Finley. Scott Saxe. John Duffy. Gregory Akers. Matthew Kahn. Trent Cowles. Christopher Brooke. Morris Hancock. Randy Lehman. Kevin McMullen. Bryan Boesen. Matt Fryar. Timothy Finucan. Jeffrey Brandt. Jerry Ask. Joshua Denning. Tim Sutton.
Jay Beebe. Scott Ferguson. Richard Homuth. Trey Barnes. Brett Broyles. Barry Barlow. Douglas Kisker. Pete Mahurin. Travis Musgrave. Philip McCauley. Mitch Settle. Dean Donohue. Thomas Perrone. Dan Foutch. Scott Kelly. Morgan Fister. Robert Schneider. Charles Simmons. Curtis Eustis. James "Rick" Frayard. James Spiro. Donald Celestin. Robert Bickham. Brian Clement.
Jeremiah Burns. Thomas Gower III. Gibson Wilkes. Todd Doolan. Robertson Breed. Robert Scherer. Kent Pearce. Joseph Jacques. Ted Smith. Peter Dunne. Jeff Leventhal. James Meek. Geoffrey Sella. Larry Boggs. Barry Garber. Ross Charkatz. Peter Maller. Gregory Hurlbrink. Brett Clifford. Robert Collins. Gregory Baker.
Patricia Baum. Jonathan Murray. Ann Marie Etergino. Frank Dingle. Brian Kroneberger. Richard Wagener. James Holzapfel. William Orr. Raj Sharma. Kevin Grimes. Susan Kaplan. Peter Princi. Daniel Wiener. William Sullivan. Charles S. Bean III.
Thomas Bartholomew. John Lechner. Devin Condron. Daniel Wilson. Mary Mullin. Richard Miller. Peter Noonan. David Javaheri. Richard F. John Spooner. Ira Rapaport. Gary McGuirk. Mark Joyce. Victor T. Andrew Zimmerman. Cory Schauer. Raju Pathak. Carl Cafaro. Mark Winthrop. Maxwell Peckler. Paul McCauley. David Barcomb.
Timothy Connolly. Charles C. David Kudla. Jeffrey Fratarcangeli. Dana Locniskar. Philip Appel. Gary Ran. Kevin VanDyke. Melissa Spickler. William Messner. Brian Brice. Leo Stevenson. Frank Moore. David Brazen. Timothy Brice. Nicole Christians. Sheryl Stephens. Scott Bernecker.
Marie Vanerian. Abraham Post. Aaron Romain. Jon Vigi. Richard Bloom. Michael Rosloniec. Frank Migliazzo. Bruce Ballard. William Mackay. Jay McGill. Bruce Johnson. Todd Kephart. James Kruzan. Brad Wheelock. Richard S.
Christina Boyd. Peter Eckerline. Thomas Drees. Charlie Kelley. Louis Close. Ben Marks. Michael Erpelding. David A. Jacob Creydt. Randall Ehleringer. Aaron Howe. Michael Slaggie. Robert Swiller. Royal Jaros. Frank Summers. Mark Joern. Derek Cherne. Randy Doroff. Scott Kauls. William Sukup. Jesse Bull. Theresa Ward. Bill Rush Mosby. John McRae. Arthur Finkelberg. Lynn Phillips-Gaines. Bill Geary. Wheeler Parker. Michael Moeller. Bud King. Diane Compardo.
Mark Wilkins. Seth Murray. Dennis Williams. Robert Millner. Gordon Hamilton III. Theresa Gorin. Barbara Archer. James Hise. Bradford Koeneman. Kathleen Youngerman. John Gatewood. Don Swanson. Scott Underwood. James Moore.
Michael Lowry. James B. Charles Wagner. Jared Losing. William Royer. Scott Knutson. Joshua Hedge. Jonathan Beukelman. Ryan Swartz. Andrew Robinson. John Garlock. Jason Dworak. Jim Siemonsma. Randy Garcia. Mark Binder. Deborah Danielson. James Small. Nadine Faulis. Steve Russell. Robert Bonfiglio. John Habig. Brian Doyle. Sean Doyle. Stephen Loughman. Kevin O'Brien. Stephen Hess.
Mary Deatherage. David Weinerman. Daniel Schwartz. Gary Tantleff. Michael Ricca. Marc Shegoski. Mark Lippman. Bruce Pomerantz. Frank Seminara. Christopher Cook. John Micera. Elliott Kugel. Thomas Meyer. James McLaughlin. Andy Schwartz. Joseph Matina. Mark Fendrick. Jack Burke. Mark Tobias. Bruce Gsell. Stephen Pollard. Mark Cortazzo. Michael Gara. Jack Riley. James Maltese. Christopher Zangari. Goran Bojovski. Richard Udine. Neil McPeak. Ken Schapiro. William Munn.
Patricia Bell. Alan Spierer. Christine McGinley. Brent Beene. David Briegs. Steven Rothman. Bruce Barth. John Hudspeth. Julia Bishop. Anthony Valente. David Comito. Michael Steiner. Francis Bitterly. Charles Malamut. Reed Finney. Mary Beckett.
Michael Stevens. Michael Blackwell. Brian Cochran. Charles Reardon. Paul Trone. Lyon Polk. Brian Pfeifler. Fabio Lindia. Richard Saperstein. Kevin Peters. Seth Finkel. Ron Basu. Ed Moldaver. Scott Wilson. Claire Lea-Howarth. Katherine Ginsburg. Stephanie J. Martin Halbfinger. Scott Stackman. Robert Stolar. Ron Vinder.
Russell Rabito. Ellen Morton. Jason Katz. William Peterson. Noel Weil. Richard Zinman. Frank Marzano. Jim Detterick. Deborah Montaperto. Jeffrey Kobernick. John Mathai. Robert Sechan. Josh Gully. Matthew Van Dyne. Rachel Solarsh. Evan Steinberg. Jonathan Kuttin. Leigh Cohen. Virginia Guy. Jasmine Abouzied. Holly Newman Kroft. John Olson.
Gerard Klingman. Ira Mark. Thomas Sullivan. Andrew Shipley. Glenn Degenaars. Michael Poppo. John Sargent. Jonathan Kass. Mark Donohue. David Magrone. Daniel Kilmurray. Michael Sawyer. Andrew Perry. Patrick J. Steven Grill. Joseph Karas. Bill Grous. Douglas Braff. John Barrett. Neil Mitchell.
Peter Svarre. Lewis Altfest. Scott Siegel. Alexandra Fuhrmann. Bruce Burrows. Todd Perry. Joshua Malkin. Andrew P. Robert McGinty. Shawn Rubin. Elizabeth Weikes. Joseph Lerner. Michael Chrys.
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