![]() Edward Jones Edward Jones is a financial services firm dedicated to serving the needs of individual investors. | ![]() Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith (MLPF&S) is a company providing wealth management and financial services. | ![]() Franklin Templeton Franklin Templeton (also known as Franklin Resources) is a company that provides investment management services. | ![]() Fidelity Investments Fidelity Investments (also known as FMR, formerly Fidelity Management & Research) is a company that provides a range of financial services, including investment management, brokerage, retirement planning, wealth management, and insurance. | ![]() TIAA TIAA is a provider of financial services in the academic, research, medical, cultural, and government fields. | |||
Founding Date | Founding Date 1975 | Founding Date 1941 | Founding Date 1914 | Founding Date 1947 | Founding Date 1946 | Founding Date 1988 | Founding Date 1918 |
Type | Type Private | Type Subsidiary | Type Subsidiary | Type Public | Type Private | Type Public | Type Private |
Tags | |||||||
Locations | Locations Malvern, US HQ Charlotte, US Scottsdale, US | Locations Des Peres, US HQ Mississauga, CA Tempe, US | Locations New York, US HQ Calgary, CA Montréal, CA Toronto, CA Vancouver, CA George Town, KY San Juan, PR see more | Locations San Mateo, US HQ Buenos Aires, AR Melbourne, AU Sydney, AU Wien, AT Brussels, BE Rio De Janeiro, BR see more | Locations Boston, US HQ Akron, US Albany, US Albuquerque, US Alexandria, US Alpharetta, US Altamonte Springs, US see more | Locations New York, US HQ Brisbane, AU Melbourne, AU Sydney, AU Vienna, AT Brussels, BE Sao Paulo, BR see more | Locations New York, US HQ Albuquerque, US Ames, US Andover, US Annapolis, US Ann Arbor, US Ann Arbor, US see more |
Employees | Employees 25,2111% increase | Employees 44,2521% increase | Employees 34,703 | Employees 9,8004% decrease | Employees 85,1191% increase | Employees 24,9001% increase | Employees 13,665 |
Valuation ($) | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 10.9 b | Valuation ($) N/A | Valuation ($) 145.6 b | Valuation ($) N/A |
Financial | |||||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) $10.2b (Y, 2021) | Revenue (est.) N/A | Revenue (est.) $8.8b (FY, 2025) | Revenue (est.) $37.7b (FY, 2025) | Revenue (est.) $24.2b (FY, 2025) | Revenue (est.) $32.7b (FY, 2020) |
Net income | Net income N/A | Net income $1.3b (Y, 2021) | Net income N/A | Net income $548.9m (FY, 2025) | Net income N/A | Net income $5.9b (FY, 2025) | Net income $603.7m (FY, 2020) |
Operating ⚠ | |||||||
Assets Under Management | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management $2.5t (Q1, 2018) | Assets Under Management $10t (FY, 2023) | Assets Under Management N/A |
Services Provided | Services Provided N/A | Services Provided 2 (Jun, 2022) | Services Provided 6 (Nov, 2023) | Services Provided N/A | Services Provided N/A | Services Provided N/A | Services Provided N/A |
Funding | |||||||
Total funding raised | Total funding raised N/A | Total funding raised $ 59.9m | Total funding raised N/A | Total funding raised $ 39.1m | Total funding raised N/A | Total funding raised N/A | Total funding raised N/A |

Edward Jones is a financial services firm dedicated to serving the needs of individual investors.
View company
Merrill Lynch, Pierce, Fenner & Smith (MLPF&S) is a company providing wealth management and financial services.
View company
Franklin Templeton (also known as Franklin Resources) is a company that provides investment management services.
View company
Fidelity Investments (also known as FMR, formerly Fidelity Management & Research) is a company that provides a range of financial services, including investment management, brokerage, retirement planning, wealth management, and insurance.
View company