Mutual Fund Directory | 2021
Top 100 Mutual Fund Companies Ranked by AUM
We help you find an additional mutual fund company. Then they help you find your funds.
Current information on investment companies and economic analysis to help investors –
Full Data and News Updated on 4/27/21 (News update due on 06/19/21 at 4 PM)
#1 ranked Mutual Fund Industry Directory for the past seven years in search per Google, mobile, Bing, & Yahoo search engines. Thank you.
“Scroll Down” for the full 100+ ranked directory list below with info request buttons
COVID-19. Note to investors – Investors should control what you can control. One thing you can control is which investment companies you use. (More than one may be best.) This website helps you with research investment companies. Remember – you have investments and some people don’t.
Note: COVID-19 Public Relations press releases were not used below. Every company has a perfunctory public relations post. Though nice and required, those have no benefit to your analysis of the companies.
|Company Name||AUM||Date||News||Click to get
|1||BlackRock Funds||$9,000.00||3/31/2021||BlackRock is the first investment company in the world to pass the $9 Trillion mark in AUM.||Request info...|
|2||Vanguard||$7,200.00||1/31/2021||Long-Tenured Vanguard Investment Leader John Hollyer to Retire||Request info...|
|3||Charles Schwab||$7,070.00||3/31/2021||Scheduled to lay off 1,000 employees after the TD Ameritrade merdger||Request info...|
|4||Fidelity Investments||$3,800.00||3/2/2021||Fidelity Expands Hiring Into New Geographic Areas||Request info...|
|5||State Street Global Advisors||$3,500.00||1/25/2021||SEC fined State Street $40 million and possible $380 million in repayments.||Request info...|
|6||PIMCO/Allianz||$2,892.00||3/31/2021||PIMCO Names Alec Kersman as Head of Asia?Pacific. Owned by Allianz.||Request info...|
|7||JP Morgan||$2,800.00||4/14/2021||JP Morgan fined $1.5 Million for overcharges by SEC||Request info...|
|8||Capital Group||$2,300.00||2/23/2021||Wins 20 Lipper Awards||Request info...|
|9||BNY Mellon (Dreyfus)||$2,200.00||3/31/2021||$875K FINRA Fine. 7/7/20.||Request info...|
|10||Amundi Asset Mgmt||$1,900.00||1/1/2021||Amundi enters into exclusive negotiations for the acquisition of Lyxor||Request info...|
|11||Prudential Investments||$1,721.00||3/31/2021||FINRA fine of $1 Million for lax records||Request info...|
|12||T Rowe Price||$1,700.00||3/31/2021||T. Rowe Price led a new funding $1.3 B round for the start-up, a potential competitor to Tesla that was already backed by Amazon and Ford. per NY Times.||Request info...|
|13||Legal & General Investments||$1,700.00||12/31/2020||Adds 210,000 sq feet in self storage assests.||Request info...|
|14||Franklin Templeton||$1,498.00||2/28/2021||AUM nmbers include Legg Mason purchase.||Request info...|
|15||BofA Merrill Lynch||$1,400.00||3/31/2021||Merrill, previously branded as Merrill Lynch, is an American investing and wealth management division of Bank of America.|
|16||Invesco||$1,391.50||2/28/2021||Invesco to pay $105 million in fines||Request info...|
|17||Natixis Global Associates||$1,387.70||12/31/2020||Natixis Investment Managers First to Gain Approval for Custom Baskets in Active Semi-transparent ETFs||Request info...
|18||TIAA / Nuveen||$1,259.00||12/31/2020||TIAA Appoints Thasunda Brown Duckett President and CEOs life insurance division. TIAA closes life insurance division.||Request info...|
|19||Sun Life Global Investments||$1,250.00||12/31/2020||PinnacleCare to be purchased by Sun Life||Request info...|
|20||Goldman Sachs Asset Management||$1,100.00||3/31/2021||$1,250,000 fine by FINRA on Jan 22, 2021||Request info...|
|21||Ameriprise Financial||$1,100.00||1/27/2021||FINRA fines Ameriprise $850K.||Request info...|
|22||Northern Trust||$1,100.00||12/31/2020||Northern Trust Wealth Management Announces Central Region Leadership Changes. $250 Million cost cutting program has started.||Request info...|
|23||UBS||$1,100.00||12/31/2020||UBS Alpine Property Focus: Vacation homes benefit from pandemic||Request info...|
|24||Insight Investors||$1,030.00||12/31/2020||Insight Recognized Among Fortune 2021 Worlds Most Admired Companies||Request info...|
|25||Raymond James||$1,020.00||12/31/2020||$47,500 FINRA fine.||Request info...|
|26||AXA||$1,000.00||2/21/2021||FINRA fines AXA $772,000||Request info...|
|27||Wellington Management||$1,000.00||12/31/2020||Jean Hynes to Succeed Brendan Swords as Chief Executive Officer of Wellington Management||Request info...|
|28||DWS | Deutsche Asset Management||$959.30||12/31/2020||Fined $2,500,000 by FINRA on 12/31/20||Request info...|
|29||LPL Financial||$903.00||12/31/2020||Fined $6,500,000 by FINRA on 12/31/20. Has 17,000 advisors in their independent network.||Request info...|
|30||Barclay||$826.30||12/31/2020||Fine of $650,000 on 12/1/20 by FINRA||Request info...|
|31||Morgan Stanley||$781.00||12/31/2020||Agrees to pay $1.7 million in restitution and interest.||Request info...|
|32||Manulife Asset Mgmt||$755.00||3/31/2021||Brazilian Timberlands is aquired by Manulife Investment Management||Request info...|
|33||Affiliated Managers Group (AMG)||$716.20||12/31/2020||AMG Announces Investment in Women-Owned Boston Common Asset Management||Request info...|
|34||AllianceBernstein||$697.00||3/31/2021||Paid a $51k self-reported fine.||Request info...|
|35||Columbia Threadneedle||$671.00||3/31/2021||To Buy BRO EMEA||Request info...|
|36||Dimensional Fund Advisors||$637.00||4/15/2021||Dimensional will open its new East Coast headquarters in Charlotte.||Request info...|
|37||MFS Investment Management||$626.30||3/31/2021||Owned by Sun Life Financial||Request info...|
|38||Federated Hermes (was Federated Investors)||$619.00||12/31/2020||Purchased Hermes and rebranded to Federated Hermes||Request info...|
|39||Nomura Asset Management||$607.00||3/31/2021||Announces Investment in OSARO focusing on AI Manufacturing||Request info...|
|40||Wells Fargo Advisors||$607.00||9/30/2020||Wells Fargo still has 12,600 advisors as of 12/31/20.||Request info...|
|41||Brookfield Asset Management||$600.00||4/23/2021||Brookfield Asset Management Reaches Agreement with Brookfield Property Partners to Acquire 100% of BPY Units||Request info...|
|42||Geode Capital Management||$595.00||2/5/2021||No news to post. Have your PR Staff contact me.||Request info...|
|43||Eaton Vance Distributors||$583.00||12/31/2020||Morgan Stanley Closes Acquisition of Eaton Vance on 3/1/21.||Request info...|
|44||The Blackstone Group||$549.00||4/22/2021||"AUM is is 21%" per press release.||Request info...|
|45||Edward Jones||$518.00||12/31/2020||Has 41,000 advisors||Request info...|
|46||Julius Baer Securities||$474.70||12/31/2020||Change in the Board of Directors of Julius Baer||Request info...|
|47||AVIVA Investors||$463.30||3/31/2021||Announces that it has acquired the CPH Highline building in Copenhagen on behalf of one of its clients.||Request info...|
|48||Apollo Management||$455.50||2/3/2021||Apollo Funds to Acquire Majority Control of ABC Technologies Holdings Inc.||Request info...|
|49||BMO Global Asset Group||$415.70||12/31/2020||Ameriprise Financial to Acquire BMOs EMEA Asset Management Business||Request info...|
|50||Aegon||$414.90||6/30/2020||Owns Transamerica who just got $4.4 million in FINRA fines.||Request info...|
|51||Neuberger Berman||$405.00||12/31/2020||Buying Alanac Realty Investors||Request info...|
|52||Janus Henderson Group||$402.00||12/31/2020||Janus Henderson appoints Global Head of Consultant Relations||Request info...|
|53||Robeco/ORIX||$400.00||4/21/2021||Robeco rebranded to ORIX. Owned by AXA||Request info...|
|54||RBC Global Wealth (CAN)||$391.00||9/30/2020||Agreed to pay restitution of $839,803 by FINRA on 12/15/20||Request info...|
|55||Principal Financial Group||$385.20||3/31/2021||Dan Houston to Speak at BofA Securities 2021 Insurance Conference|
|56||SEI Investments||$384.00||3/31/2021||Touts $1 Tillion in Hedge Fund Assets.||Request info...|
|57||E-Trade||$346.00||12/31/2020||Morgan Stanley's $13 Billion purchase of E-Trade Closes||Request info...|
|58||Barings||$345.00||12/31/2020||Announced the appointment of Paul Diouri as Chief Risk Officer||Request info...|
|59||Frank Russell Investments||$326.90||3/31/2021||TA Associates and Reverence Capital Partners Complete Acquisition of Russell Investments from London Stock Exchange Group||Request info...|
|60||Loomis Sayles & Co||$321.20||12/31/2020||Owned by Natixis.||Request info...|
|61||Guggenheim Partners||$310.00||12/31/2020||Walsh Named Among the 100 Most Influential Women in U.S. Finance||Request info...|
|62||Swiss Life Asset Mgmt||$295.00||12/31/2020||Buying a Healthcare Portfilio||Request info...|
|63||New York Life/Mainstay||$268.00||9/30/2020||Senior leadership changes in progress||Request info...|
|64||TCW Group||$253.00||3/31/2021||Nippon Life buys 25% stake in TCW.||Request info...|
|65||KKR||$252.00||12/31/2020||Investors with an institutional vision||Request info...|
|66||Carlyle Group||$245.80||12/31/2020||Glenn Youngkin to retire as co-CEO of the Carlyle Group, Kewsong Lee will remain as CEO||Request info...|
|67||Voya (ING)||$245.00||12/31/2020||FINRA fined Voya $125,982||Request info...|
|68||Lazard Mgmt. Group||$229.70||12/31/2020||Downsizing in progress.||Request info...|
|69||Pictet||$225.00||9/30/2020||Pictet sells and leases its Geneva headquarters||Request info...|
|70||Lord Abbett & Co||$217.90||12/31/2020||Lord Abbett Continues to promote LGBTQ+ Inclusion||Request info...|
|71||Citi Group||$200.00||12/31/2020||Fine of $175,000 on 1/28/21 by FINRA||Request info...|
|72||Conning||$197.70||12/31/2020||Matt Daly Discusses ESG Investing Trends for Insurers||Request info...|
|73||Putnam Investments||$193.00||3/31/2021||Fund Ranked #1 out of Nearly 300 Funds in the Core Bond Category||Request info...|
|74||American Century Investments||$178.00||10/2/2020||Purchased by Capitial Group||Request info...|
|75||Fisher Investments||$169.00||3/31/2021||Potential $2.5 million in regulary fines for Berthel Fisher.||Request info...|
|76||Virtus Investment Partners||$164.10||10/31/2020||Virtus Investment Partners and AllianzGI announce US strategic partnership||Request info...|
|77||Artisan Partners Financial||$162.90||3/31/2021||No news to post. Have your PR Staff contact me.||Request info...|
|78||Hines||$160.90||12/31/2020||Since 1992, Hines has acquired approximately 538 projects totaling more than 215 million square feet of space||Request info...|
|79||Victory Capital||$154.30||3/31/2021||Still incorporating USAA's investment business.||Request info...|
|80||OakTree||$148.00||12/31/2020||OakTree acquisitions has been quite recently.||Request info...|
|81||US Bancorp||$148.00||12/31/2020||SEC fines US Bancorp $15 Million.||Request info...|
|82||AQR Captial||$143.00||3/31/2021||Best LBGTQ place to work|
|83||Bridgewater Associates||$140.00||12/31/2020||The worlds largest hedge fund takes a huge hit from pandemic.||Request info...|
|84||BrightSphere||$140.00||12/31/2020||Divesting two affilates.||Request info...|
|85||The Hartford||$139.40||12/31/2020||The Hartford Donates $1M To U.S. Small Businesses To Aid In COVID-19 Recovery||Request info...|
|86||GAM Investors||$136.10||3/31/2021||Changed brand from Gabelli Investors to "GAM". Fined $500k by Swiss regulator.||Request info...|
|87||Doubleline||$136.00||12/31/2020||Jeffrey Gundlach has become the face of Doubleline.||Request info...|
|88||MAN Group||$127.00||12/31/2020||Man Group appoints John Cryan as Chairman||Request info...|
|89||William Blair Funds||$123.00||12/31/2020||William Blair and BrightSphere announced that they have signed a definitive agreement for William Blair to acquire ICM, a $3.2 billion institutional U.S. value equity investment firm||Request info...|
|90||Quilter (was Old Mutual)||$118.00||12/31/2020||Quilter to sell the life insurance division for $555.7 million.||Request info...|
|91||Stifel Financial Corp||$117.20||3/31/2021||FINRA Press Release (on the June 2020 FINRA page) FINRA fine of $3.6 million for Stifel.||Request info...|
|92||Harris Associates||$115.00||3/31/2021||Owned by Natixis||Request info...|
|93||LSV Asset Management||$104.00||12/31/2020||Behavioral Finance & bottoms up approach||Request info...|
|94||IG Wealth Management||$98.80||12/31/2020||Purchased Mackenzie. AUM up. Rebranding from IGW to IG Wealth Mgmt.||Request info...|
|95||Robert W Baird & Co||$93.00||3/31/2021||FINRA fined Robert W Baird $150,000||Request info...|
|96||TPG Capital||$91.00||12/31/2020||Owned by Tarrant Capital Group||Request info...|
|97||Oppenheimer Funds||$88.00||12/31/2020||Purchased by Invesco.||Request info...|
|98||Dodge & Cox||$81.06||3/31/2021||Have greatly transformed ther transparancy to the good to the public and media.||Request info...|
|99||Sterling Capital||$80.00||3/31/2021||FINRA fine for BB&T Securities for $47.500 on 5/7/20. Plus, 5/18/20 Suntrust (Truist) had a $50,000 FINRA fine and paid $584,466 in restitution.||Request info...|
|100||Transamerica||$77.00||6/30/2020||Fined $4,400,000 by FINRA on 12/21/20||Request info...|
|101||Waddell & Reed||$76.00||3/31/2021||Is looking to move the HQ somewhere in Missouri to save costs||Request info...|
|102||Davis Select Advisers||$70.80||12/31/2020||No news to post. Have your PR Staff contact me.||Request info...|
|103||Fort Washington Advisors||$65.10||12/31/2020||Owned by Western Southern||Request info...|
|104||Credit Sussie||$63.50||9/30/2020||Paying 6.5 Million in fines from FINRA||Request info...|
|105||Oakmark Funds||$60.10||3/31/2021||Owned by Natixis via Harris Associates||Request info...|
|106||Brown Brothers Harriman||$55.90||12/31/2020||BBH Capital Partners Completes Investment In Bradford Airport Logistics||Request info...|
|107||Rathbone Brothers||$54.70||12/31/2020||After a rough year, Clive Bannister is the new chairman||Request info...|
|108||Fortress Investment Group||$52.70||12/31/2020||Fortress Investment Group Sells Long Beach Airport Plaza Office Properties||Request info...|
|109||Pzena||$49.20||3/31/2021||Pzena Investment Management Opposes Stapless Acquisition of Essendant||Request info...|
|110||Causeway Capital Management||$47.00||12/31/2020||No news to post. Have your PR Staff contact me.||Request info...|
|111||Thornburg Asset Management||$43.20||3/31/2021||Thornburg Expands Board with Addition of Blair C. Naylor||Request info...|
|112||Standard Life Aberdeen (UK)||$41.00||2/3/2021||Focuses on envormental and socal issues.||Request info...|
|113||Glenmede Investment Management||$40.00||12/31/2020||No news to post. Have your PR Staff contact me.||Request info...|
|114||Robinhood Financial||$40.00||6/30/2020||Where to start? Wall-to-wall national news with the GameStop drama and the $65 million dollar FINRA fine on 12/17/20.||Request info...|
|115||AGF Management Limited||$39.00||12/31/2020||Kevin McCreadie Announces Changes to AGFs Senior Leadership Team||Request info...|
|116||Sculptor | Och-Ziff||$37.00||4/1/2021||Rebranding from Och-Zill to "Sculptor"||Request info...|
|117||Matthews Asia Funds||$30.20||3/31/2021||Per my blogs, let's just say the tone of their PR seems suspicious and predictable which is great for some investors and worrisome for others in light of the geo-political realities.||Request info...|
|118||Impax Asset Group||$30.00||3/31/2021||Impax Asset Management Screens Its Portfolio for Deforestation Exposure||Request info...|
|119||Cetera Financial Group||$25.80||8/10/2020||Fined a total of $1,000,000 by FINRA on 12/15/20||Request info...|
|120||Dyal Capital Partners||$23.30||12/31/2020||Purchased by Neuberger Berman||Request info...|
|121||Reams Asset Mgmt.||$22.50||12/31/2020||Purchased by Raymond James||Request info...|
|122||MetLife||$22.40||3/25/2021||Record AUM numbers||Request info...|
|123||BNP Paribas||$21.20||2/5/2021||BNP Paribas joins the Net-Zero Banking Alliance launched by the UNEP||Request info...|
|124||Empower||$16.50||1/4/2021||Empower Retirement to acquire retirement plan business of MassMutual||Request info...|
|125||Touchstone Investments||$16.00||3/1/2019||To purchase a $7.5 Billion of AIG's portfilio. Owned by Western & Southern.||Request info...|
|126||Mercer Advisors||$15.80||6/30/2020||Mercer buys Argosy Wealth Mgmt RIA for $330 million.||Request info...|
|127||Pacific Global Asset Management||$15.60||12/31/2020||Part of Pacific Life||Request info...|
|128||Manning & Napier||$15.50||3/31/2021||No news to post. Have your PR Staff contact me.||Request info...|
|129||Ariel Investments||$15.00||1/3/2021||Melody Hudson is new Co-CEO||Request info...|
|130||Ares Management||$14.80||12/31/2020||SEC fines Ares $1 Million||Request info...|
|131||Southeastern Asset Management||$12.70||6/25/2020||No news to post. Have your PR Staff contact me.||Request info...|
|132||1251 Capital Group||$10.50||12/31/2020||Merdger with Emerald||Request info...|
|133||Axiom Capitial Management||$9.50||12/31/2020||Axiom has completed the acquisition of Torchlight Group Limited. Axiom is owned by Limerston Capital as of 2/2020.||Request info...|
|134||Royce Funds||$9.10||11/30/2020||Now part of Franklin Tempelton via Legg Mason merdger.||Request info...|
|135||Park Avenue Securities||$5.70||12/31/2020||FINRA fines Park Avenue Securities $640,522||Request info...|
|136||Saturna Capital||$5.00||12/1/2020||Podcast to discuss entrepreneurship for Islam and Black Lives Matter - Nov. 2020||Request info...|
|137||Emerald Mutual Funds||$4.70||9/30/2020||Merdged with 1251 Capital.||Request info...|
|138||Tweedy Browne Co||$4.60||12/31/2020||Warren Buffet's former investment firm||Request info...|
|139||Westchester Capital||$4.20||12/31/2020||Boasts zero broker turnover||Request info...|
|140||Xponance (was FIS Group)||$4.07||10/26/2020||Rebranded to Xponance from FIS Group||Request info...|
|141||Great Point Partners||$2.85||10/13/2020||Fined $5,000 due to failure to conduct it anti-money-laudering test on time by FINRA on 12/3/20.||Request info...|
|142||SA Stone (was Sterne Agee)||$1.40||1/30/2021||Rebranding from Sterne Agee to "SA Stone" Purchased Gain Capital. $375,000 FINRA fine. 9/10/20.||Request info...|
|143||Dakota Securities International||$1.10||11/22/2020||Was "expelled" from FINRA on December 21, 20. The expulsion and bar are in effect pending review.|
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- Click on as many of the “logos” or “request info…” buttons as you wish. (free)
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- Then repeat to select the additional companies you want on your short list. That’s it.
Why Is This Investing Site Important?
- We help Mutual Fund Investors
- Smart Investors diversify their portfolios
- Savvy Investors diversify their mutual fund companies
- Wise & Efficient Investors use two or three investment companies at one time and upgrade one every year or so. Just like an NFL roster, you keep upgrading your investment teams. Research the top 100 mutual fund companies with just a few clicks and (scroll down for the full directory) See the 9-minute video for the details.
- Our Investor Tip/Recommendation: Consider using two or three investment companies all the time. We show you how and make it easier for you.
- This data is from press releases and web news. It is incumbent on investors to look at many sources of information before making any decisions.
- Investment Company Data Updated: 12/21/20
Other Reasons to Diversify to Multiple Companies
You diversify your portfolio already to reduce risk. So in times of uncertainty like these, why not diversify your holding into another mutual fund company or two? Unless you are 100% satisfied with your mutual fund provider or are related to your broker, it makes sense to have a secondary mutual fund provider. Why?
- If your favorite broker leaves, the trusted and accurate investment advice drops noticeably all of the sudden or the level of customer service drops, you want to have one or two secondary companies already in place to move your money to maximize your return and safety.
- Make your companies compete so you win. I think it’s better to pit two or three companies against each other. Let them know you are doing it. Then at the end of the year, let them all know the results. The competition will make them work harder for you. The ones that don’t work hard will speak volumes. Having a company you are paying that is not working as hard as possible for you is not a company you want to trust with your financial life and future lifestyle.
- The profit margins in the mutual fund industry are large. Many companies out there are hungry for new business, and you can get some deals. After all, it’s about increasing your wealth to protect your lifestyle and the security of your family.
- Finally, hopefully, there will never be a Berny Madoff situation, but are you willing to bet your and your family’s financial life on that? It only takes one or two very smart bad apples behind the scenes to ruin people’s lives forever. Another reason to diversify.
- See the 10-minute video above for more details
- Actionable Tips on How to Manage Your Investmentt Companies
- Perfect for New Investors or reminders for seasoned traders
The Private Investor Issue
- Why? | Currently, how do you know you have the most productive investment company for your situation?
- The Answer | The truth is you don’t know | It is impossible | You don’t know what you don’t know | The only way you will know is adding an investment company or two to compare or benchmark
- That is the reason for this free website | Still ranked #1 in the world by Google as of 4/24/2021
“I have been there | Don’t make the same retirement affecting expensive mistake” – Mike Dunn
(10-minute video but worth it)
Our Investor Value Proposition
- Investing Strategy Tip – Recommend using 2 or 3 mutual fund companies at any one time to create competition for your investing business – Could be a smart investing business move for many
- Lead, follow or get out of the way. Drop the underperforming company and keep upgrading your investment partners over time – That is just good business.
- Use this site to help you gather “investing company information” with just a few clicks (This is NOT for an individual stock or investing information – that is your new professional investment advisor’s team’s job.)
- See the 10-minutes tips video above for more details. Full of helpful success tips.
Why Mutual Funds?
Like in Vegas, you and most people can hit it big now and then. However, the Fund Managers have such an advantage in information, key contacts and vast resources over individual investors it’s not even close. Also, like in Vegas, your best odds are 48.5%. In other words, Since they are not even 50%, you lose over time and the house always wins. Mutual Funds even the playing field for the individual investor in two ways:
1. They spread your micro-economic risk by spreading your investment over many stocks so if one tanks your overall investment is not devastated and
2. You let the Fund Manager work for you instead of against you.
This greatly simplifies your job as an individual investor. Now you only have to pick the segment of the global economy that you think will be improving then your mutual fund company, and the fund to meet your goals. So you need to decide if the growth areas will be:
Small Cap, Mid Cap, Large Cap, Bonds, Far East, Pacific Rim, China, Europe, South America, Hi-Tech, High Beta, Utilities, High-Grade Investment Bonds, Junk Bonds, …….
And what mix of each? You don’t need to be keeping tabs on the latest lawsuit of XYZ’s consumer division or another company’s inventory level. Let the Fund Managers do that part. They can do it better than you. That’s the benefit of investing in mutual fund companies.
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