Top sponsors of subadvisory separate-account consultant programs
Top sponsors of subadvisory separate-account consultant programs Click column headers to sort fields…
Top sponsors of subadvisory separate-account consultant programs
Click column headers to sort fields
| Rank | Company | Assets ($B) |
|---|---|---|
| 1 | Citigroup Global Wealth Management Smith Barney Consulting Group Market share: 26.4% 222 Delaware Ave. Seventh Floor Wilmington, DE 19801 smithbarney.com (800) 221-2626 |
147.6 |
| 2 | BlackRock Investment Management LLC Market share: 23.7% 800 Scudders Mill Road Plainsboro, NJ 08536 mlim.ml.com (800) 637-7455 |
132.7 |
| 3 | Morgan Stanley Market share: 8.8% 1585 Broadway New York, NY 10036 morganstanley.com (212) 761-4000 |
49.4 |
| 4 | UBS Financial Services Inc.1 Market share: 6.9% 1285 Sixth Ave. New York, NY 10019 financialservicesinc.ubs.com (212) 712-2000 |
38.9 |
| 5 | Wachovia Securities LLC Market share: 5.5% Riverfront Plaza 901 E. Byrd St. Richmond, VA 23219 wachoviasec.com (804) 649-2311 |
30.5 |
| 6 | Lockwood/Pershing Market share: 4.2% One Wall St. New York, NY 10286 bankofny.com (212) 495-1784 |
23.6 |
| 7 | Bank of America Corp. Market share: 3.3% Bank of America Corporate Center 100 N. Tryon St. Charlotte, NC 28255 bankofamerica.com (800) 432-1000 |
18.2 |
| 8 | Wells Fargo Investments Market share: 2.1% 420 Montgomery St. San Francisco, CA 94163 wellsfargo.com (866) 243-0931 |
11.6 |
| 9 | Raymond James & Associates Inc. Market share: 2.1% 880 Carillon Parkway St. Petersburg, FL 33716 raymondjames.com/rja (727) 567-1000 |
11.5 |
| 10 | Charles Schwab & Co. Inc. Market share: 1.5% 101 Montgomery St. San Francisco, CA 94104 schwab.com (415) 627-7000 |
8.2 |
| Data as of Sept. 30 1Assets represent the acquisition of Piper Jaffray and McDonald Investments by UBS; historical assets for UBS and Piper Jaffray and McDonald Investments have been combined to reflect the merger. | Source: Source: Cerulli Associates Inc. | |
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