The 10 Largest Investment Management Companies Worldwide
The 10 Largest Investment Management Companies Worldwide, Even if you have managed to accumulate $5 million to $500 million in liquid assets, as a high net worth individual, you can’t afford to just stop there. You will want to further grow your assets for a safe retirement and, ultimately, financial serenity. However, this is much harder to accomplish than how it may seem. With your limited time and skills, you can’t afford to do it yourself as you might just risk everything you have, putting yourself in financial jeopardy.
The 10 Largest Investment Management Companies Worldwide
As of 2021, the largest investment management companies worldwide based on assets under management (AUM) are:
- BlackRock
- Vanguard Group
- UBS Group
- State Street Global Advisors
- Fidelity Investments
- Allianz Global Investors
- Capital Group Companies
- JPMorgan Chase & Co.
- Amundi
- The Northern Trust Company
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1. Vanguard
Vanguard is a reputable investment company that offers a wide range of investment products, including mutual funds, ETFs, and other investment vehicles. They are known for their low-cost index funds and have a long history of promoting the benefits of passive investing. Vanguard also offers financial planning and advisory services to help investors achieve their long-term financial goals. They are one of the largest investment companies globally, with over $7 trillion in assets under management as of 2021.
2. Fidelity
Fidelity is another well-known investment company that offers a variety of investment products, including mutual funds, ETFs, and managed accounts. They are known for their active management strategies and research capabilities. Fidelity also offers retirement planning services, including 401(k) plans and IRAs, as well as financial advisory services to help investors achieve their financial goals. They have over $4.9 trillion in assets under management as of 2021, making them one of the largest investment companies in the world.
3. Charles Schwab
Charles Schwab is a leading investment company that provides a broad range of investment products and services, including stocks, bonds, mutual funds, ETFs, and managed accounts. They are known for their low-cost index funds and commission-free trading for certain securities. Schwab also offers retirement planning services, such as 401(k) plans and IRAs, as well as financial advisory services to help investors with their long-term financial planning needs. They have over $7 trillion in client assets as of 2021, making them one of the largest investment companies in the world.
4. Merrill Lynch
Merrill Lynch is a wealth management division of Bank of America that provides a range of investment products and services, including financial planning, managed accounts, mutual funds, and ETFs. They offer personalized financial advice and guidance to help investors achieve their financial goals. Merrill Lynch also offers retirement planning services, such as 401(k) plans and IRAs, as well as access to alternative investments, such as private equity and hedge funds. They have over $3 trillion in client assets as of 2021, making them one of the largest investment companies in the world.
5. Wealthfront
Wealthfront is a digital investment company that offers automated investment management services. They use a combination of modern portfolio theory and tax optimization strategies to create personalized investment portfolios for their clients. Wealthfront offers low fees and minimum account requirements, making it accessible to a broad range of investors. They also offer financial planning services, such as retirement planning, college savings planning, and home buying planning. As of 2021, Wealthfront manages over $25 billion in assets, making it one of the fastest-growing investment companies in the world.
6. TD Ameritrade
TD Ameritrade is an investment company that provides a range of investment products and services, including stocks, bonds, mutual funds, ETFs, and managed accounts. They are known for their powerful trading platforms and educational resources for investors. TD Ameritrade offers commission-free trading for certain securities and has a broad network of physical branches for in-person support. They also offer retirement planning services, such as 401(k) plans and IRAs, as well as financial advisory services to help investors achieve their financial goals. As of 2021, TD Ameritrade has over $1.5 trillion in client assets, making it one of the largest investment companies in the world.
7. JPMorgan
JPMorgan is a global investment bank that provides a range of investment products and services, including asset management, private banking, and wealth management services. They offer a broad range of investment products, including mutual funds, ETFs, and managed accounts, and provide personalized financial advice and guidance to help clients achieve their financial goals. JPMorgan also offers retirement planning services, such as 401(k) plans and IRAs, as well as access to alternative investments, such as private equity and hedge funds. They have over $3.7 trillion in assets under management as of 2021, making them one of the largest investment companies in the world.
8. BlackRock
BlackRock is a leading investment management company that provides a wide range of investment products and services, including ETFs, mutual funds, and managed accounts. They are known for their expertise in risk management, data analytics, and technology, and have a long history of promoting the benefits of passive investing. BlackRock also offers financial planning and advisory services to help investors achieve their long-term financial goals. They have over $9.5 trillion in assets under management as of 2021, making them one of the largest investment companies in the world.
9. TIAA
TIAA (Teachers Insurance and Annuity Association) is a leading provider of retirement and financial services in the academic, research, medical, and cultural fields. They offer a range of investment products and services, including mutual funds, annuities, and managed accounts, as well as financial planning and advisory services to help clients achieve their long-term financial goals. TIAA also offers retirement planning services, such as 401(k) plans and IRAs, and has a strong commitment to social responsibility and impact investing. As of 2021, TIAA has over $1.3 trillion in assets under management, making them one of the largest investment companies in the world.
10. Edward Jones
Edward Jones is a financial services company that provides a range of investment products and services, including stocks, bonds, mutual funds, and managed accounts. They offer personalized financial advice and guidance to help individual investors achieve their long-term financial goals. Edward Jones has a network of physical branches throughout the United States, and their financial advisors work closely with clients to create personalized investment strategies that align with their specific needs and risk tolerance. In addition to investment management, Edward Jones also offers retirement planning services, such as 401(k) plans and IRAs, as well as insurance and estate planning services. As of 2021, Edward Jones manages over $1.7 trillion in client assets, making them one of the largest investment companies in the world.
