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Top separate-account program sponsors ranked by market share

Top separate-account program sponsors ranked by market share Click column headers to sort fields…

Top separate-account program sponsors ranked by market share

Click column headers to sort fields



Rank Company Market share
1 Citigroup Global Wealth Management Smith Barney Consulting Group
Assets: $220.4 billion
222 Delaware Ave., Seventh Floor, Wilmington, DE 19801
smithbarney.com, (800) 221-2826
0.267
2 BlackRock Investment Management LLC1
Assets: $180.2 billion
800 Scudders Mill Road, Plainsboro, NJ 08536
ml.com, (800) 634-7455
0.218
3 Morgan Stanley
Assets: $67.8 billion
1585 Broadway, New York, NY 10036
morganstanley.com, (212) 761-4000
0.082
4 UBS Financial Services Inc.2
Assets: $66.5 billion
1285 Sixth Ave., New York, NY 10019
financialservicesinc.ubs.com, (212) 712-2000
0.081
5 Wachovia Securities LLC3
Assets: $40.1 billion
Riverfront Plaza, 901 E. Byrd St. Richmond, VA 23219
wachoviasec.com, (804) 649-2311
0.049
6 Charles Schwab & Co. Inc.
Assets: $35.6 billion
101 Montgomery St., San Francisco, CA 94104
schwab.com, (415) 627-7000
0.043
7 Bank of America Corp.
Assets: $26.8 billion
Bank of America Corporate Center
100 N. Tryon St., Charlotte, NC 28255
bankofamerica.com, (800) 432-1000
0.032
8 Lockwood/Pershing
Assets: $23.6 billion
One Wall St., New York, NY 10286
bankofny.com, (212) 495-1784
0.029
9 A.G. Edwards & Sons Inc.3
Assets: $20 billion
One N. Jefferson Ave., St. Louis, MO 63103
agedwards.com, (877) 835-7877
0.024
10 SunGard Advisor Technologies
Assets: $15 billion
2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833
sungard.com, (888) 526-6300
0.018

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