Top 10 Investment Companies in USA
Investment Companies

List of top 10 investment companies in USA (United States Of America). These are the best 10 financial services companies and finance management companies that provide services in private banking, mutual fund, retail, corporate banking and investment management.

1 | The Vanguard Group

Head office – Malvern, Pennsylvania | Web Site – |
Year Established – 1975 | Business – Investment & financial Management |
Assets under Management – 2 Trillion | Top Investment companies in USA

Vanguard is one of the world’s largest investment companies, offering a large selection of low-cost mutual funds, ETFs, advice, and related services. Whether you are an individual investor or a financial professional, or you represent a corporate or institutional investor, you can benefit from our expertise, stability, and reliable investment approach.

Began operations :- May 1, 1975
Oldest fund :- Wellington Fund (inception: July 1, 1929)
Total assets :- More than $3 trillion in global assets under management, as of December 31, 2015
Number of funds :- About 175 U.S. funds (including variable annuity portfolios) and about 145 additional funds in markets outside the United States, as of December 31, 2015

Corporate headquarters
Valley Forge, Pennsylvania

U.S. mailing address
P.O.Box 2600
Valley Forge, PA 19482

U.S. offices
Charlotte, North Carolina
Scottsdale, Arizona
Valley Forge, Pennsylvania
Washington, D.C.

2 | State Street Global Advisors

Headquarter Address – Boston, Massachusetts | Web Site – | Year Incorporated – 1951 | Business – Finance management services |
Assets under Management – 2 Trillion | Investment firms in USA

For nearly four decades, State Street Global Advisors has been committed to helping our clients, and those who rely on them, achieve financial security. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions1 in assets, our scale and global reach offer clients unrivaled access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions.

State Street Global Advisors is the investment management arm of State Street Corporation.

Who We Work With
Our clients include corporations, private and public pension plans, endowments and foundations, sovereign wealth funds, central banks and intermediary investors. Their challenges – and ultimately, the people that depend on them for financial security – are what keep us coming to work every day.

Wide Range of Capabilities
A pioneer in index investing, SSGA today has one of the most comprehensive product and solutions offerings in the industry, with capabilities spanning both traditional and non-traditional asset classes across the full range of active and index investing disciplines. The firm also provides industry-leading currency exposure, risk and cash management to some of the world’s largest institutions.

A World of Know-How
When investors work with SSGA, they’re getting a highly collaborative, engaged partner with a passion for paying forward what we’ve learned over more than 35 years of helping clients navigate all types of market cycles and conditions. Success is the end target, and SSGA is thoroughly committed to helping you and your stakeholders get there.

Solutions-Oriented to the Core
Lots of asset managers talk the talk about solutions. SSGA walks the walk, so much so that we established our Investment Solutions Group (ISG) in 2011, a team of more than 70 global investment professionals with deep experience as plan sponsors, portfolio managers and researchers in asset allocation, downside risk management, liability-driven investing and fiduciary advisory services.3 ISG works closely with our large institutional clients every day to truly understand their objectives, and this input informs the solutions we ultimately build and deploy on their behalf.

Client-Focused Innovation
We believe that successful investing requires cutting-edge thinking at every turn. We’re proud of the role we’ve played in conceptualizing, building, improving, and introducing products and solutions that have fundamentally re-shaped the investment landscape and, more importantly, helped investors reach their goals.


State Street Global Advisors
One Lincoln Street
State Street Financial Center
Boston, MA 02111-2900
Tel: 617-786-3000

3 | Northern Trust corporation

Headquarter Address – Chicago, Illinois | Web Site – |
Year Incorporated – 1889 | Business – Private banking & Investment |
Assets under Management – 2.25 Billion Dollar | Top Investment companies in USA

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

Our guiding principles not only survived but thrived during the Great Depression, two world wars and the 2008 financial crisis. We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of March 31, 2016, Northern Trust Corporation had:

  1. $118 billion in banking assets
  2. $6.2 trillion in assets under custody
  3. $900 billion in assets under management
  4. Northern Trust Corporation reports first quarter net income of $241.8 million, earnings per common share of $1.01.

Northern Trust Client Services: (For Banking, Investments and Online Services inquiries)
+1 866-876-9944 (U.S.)
+1 312-630-0779 (outside U.S.)

4 | Barclay’s Global Advisors

Headquarter Address – London, United Kingdom | Web Site – |
Year Incorporated – 1690 | Business – Banking and Investment |
Assets under Management – 2 Trillion | Investment firms in USA

Our common purpose is to help people achieve their ambitions – in the right way. This sits at the core of our business and underpins everything that we do. We believe that only a business driven by strong values can deliver strong, sustainable returns.

We have more than 325 years of history and expertise in banking. From our beginnings in Lombard Street, London through to the launch of the world’s first ATM and innovative mobile phone payments services, find out more about our achievements to date.

Barclays operates two clearly defined businesses: Barclays UK and Barclays Corporate & International.

  • Customer service: 00 44 24 7684 2100
  • CEO: Jes Staley
  • Founded: 1690, London, United Kingdom
  • Headquarters: London, United Kingdom
  • Revenue: 25.45 billion GBP (2015)
  • Subsidiaries: Barclaycard, Barclays Africa Group, more
  • Founders: Thomas Gould, John Freame

5 | JP Morgan Chase & co

Headquarter Address – New York, NY | Web Site – |
Year Incorporated – 2000 | Business – Banking & Finance |
Assets under Management – 2.4 Trillion | Top Investment companies in USA

JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here’s where we stand today:
We are a leading global financial services firm with assets of $2.4 trillion.
We operate in more than 60 countries.
We have over 240,000 employees.
We serve millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients.

We are a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.
Our stock is a component of the Dow Jones Industrial Average.

JPMorgan Chase & Co. is an American multinational banking and financial services holding company headquartered in New York City.

  • CEO: James Dimon
  • Headquarters: New York City, New York, United States
  • Revenue: 96.6 billion USD (2015)
  • Founded: 2000, New York City, New York, United States
  • Total assets: 2.35 trillion USD (2015)
  • Operating income: 30.7 billion USD (2015)
  • Subsidiaries: Chase, J.P. Morgan & Co., One Equity Partners, more

6 | Alliance Bernstein

Headquarter Address – New York, NY | Web Site –|
Year Incorporated – 1967 | Business – Assets Management |
Assets under Management – 466 Billion Dollar |Top Investment firms in USA

AllianceBernstein L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. AB is based in New York, U.S.A.

AB is a leading global investment-management and research firm. We bring together a wide range of insights, expertise and innovations to advance the interests of our clients around the world.

  • 3,600 EMPLOYEES8

  1. CEO: Peter S. Kraus
  2. Stock price: AB (NYSE) US$ 24.21 -0.21 (-0.86%)
  3. 21 Apr, 3:36 PM GMT-4 – Disclaimer
  4. Headquarters: New York City, New York, United States
  5. Founded: October 2000
  6. Parent organization: AXA
  7. Subsidiaries: AllianceBernstein (Singapore) Ltd, more

7 | Fidelity Investments

Headquarter Address – Boston, Massachusetts | Web Site – |
Year Incorporated – 1946 | Business – Finance Management |
Assets under Management – 1.7 Trillion |Investment companies in USA

FMR LLC or Fidelity Investments is an American multinational financial services corporation. It is the second largest mutual fund and financial services group in the world. Founded in 1946, the company has since served North American investors.

We provide financial planning and retirement options such as IRAs, annuities, and managed accounts; brokerage and cash management products; college savings accounts; and other financial services for millions of individual investors.

We work with employers to build benefit programs for their employees, and provide recordkeeping, investments, and servicing in defined contribution, defined benefit, health & welfare, and stock plan services.

Fidelity becomes an Internet pioneer as the first mutual fund company to create a home page on the World Wide Web.

  1. CEO: Abigail Johnson
  2. Headquarters: Boston, Massachusetts, United States
  3. Founder: Edward C. Johnson II
  4. Founded: 1946

8 | Deutsche Bank

Headquarter Address – Frankfurt, Germany | Web Site – www. |
Year Incorporated – 1870 | Business – Banking & Investment |
Assets under Management – 1.61 Trillion | Top Investment firms in USA

Deutsche Bank AG is a German global banking and financial services company with its headquarters in the Deutsche Bank Twin Towers in Frankfurt.

Deutsche Bank is a leading global investment bank with a strong and profitable private clients franchise. A leader in Germany and Europe, the Bank is continuously growing in North America, Asia and key emerging markets. With more than 78,000 employees in over 70 countries worldwide, Deutsche Bank offers unparalleled financial services throughout the world. The Bank competes to be the leading global provider of financial solutions for demanding clients creating exceptional value for its shareholders and people.

  1. Stock price: DBK (ETR) € 16.71 +0.27 (+1.67%)
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  3. Customer service: 1860 266 6601
  4. CEO: John Cryan
  5. Headquarters: Frankfurt, Germany
  6. Founded: March 10, 1870, Berlin, Germany
  7. Revenue: 33.53 billion EUR (2015)
  8. Founders: Adolph vom Rath, Gustav Kutter, Adelbert Delbrück, more

9 | Allianz SE

Headquarter Address – Munich, Germany | Web Site – |
Year Incorporated – 1891 | Business – Finance Services |
Assets under Management – 624 Billion | Investment companies in USA

Allianz SE is a European financial services company headquartered in Munich, Germany. Its core businesses are insurance and asset management.

Allianz offers a wide range of insurance and fund products to over 85 million customers in more than 70 countries.

Insurance business

Our retail and corporate clients enjoy an extensive product selection in all insurance business lines, designed to protect them against any risks. We are the world’s number one property and casualty insurer and are among the top five companies in life and health insurance.

Most markets are served by local Allianz companies; in addition, there are also business areas with a global reach, for example the insurance of global corporate customers, credit insurance, assistance services and re-insurance.

Asset Management

As of December 31, 2015, with approximately 1,800 billion euros assets under management, we are one of the largest asset managers in the world managing assets with active investment strategies.

We run the Asset Management business out of two distinct investment management businesses, Allianz Global Investors (AllianzGI) and PIMCO. Both units operate under Allianz Asset Management (AAM).

Particular strongholds include the United States, Germany, France, Italy, the United Kingdom and the Asia-Pacific region. As of December 31, 2015, Allianz managed 1,276 billion euros of third-party assets
Stock price: ALV (ETR) € 155.30 0.00 (0.00%)
21 Apr, 5:35 PM GMT+2 – Disclaimer

  1. Founded: February 5, 1890, Berlin, Germany
  2. CEO: Oliver Bäte
  3. Headquarters: Munich, Germany
  4. Revenue: 122.3 billion EUR (2014)
  5. Net income: 6.603 billion EUR (2014)
  6. Subsidiaries: PIMCO, AGF, more
  7. Founders: Wilhelm von Finck, Carl von Thieme

10 | Union Bank of Switzerland (UBS)

Headquarter Address – Zurich, Switzerland | Web Site – |
Year Incorporated – 1862 | Business – Banking |
Assets under Management – 1705 Billion Dollar | Top Investment firms in USA

UBS AG is a Swiss global financial services company, incorporated in the Canton of Zurich, and co-headquartered in Zurich and Basel.

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

Headquartered in Zurich, Switzerland, UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 35% of its employees working in the Americas, 35% in Switzerland, 17% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world.

UBS Group AG is the holding company of the UBS Group. Under Swiss company law, UBS Group AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors.

  1. CEO: Sergio Ermotti
  2. Headquarters: Basel, Switzerland
  3. Founded: June 29, 1998, Winterthur, Switzerland
  4. Total assets: 1.062 trillion CHF (2014)
  5. Revenue: 28.03 billion CHF (2014)
  6. Net income: 3.64 billion CHF (2014)
  7. Operating income: 25.57 billion CHF (2014)

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