FRANKLIN ADVISERS, INC.
Company Profile
| AUM* | 956,327,604,773 27% |
| of that, discretionary | 900,672,788,241 24% |
| Number of Employees | 895 0% |
| of those in investment advisory functions | 438 36% |
| Private Fund GAV* | 6,671,180,594 16% |
| Avg Account Size | 4,656,563 3% |
| High Net Worth | 0.67% -81% |
| SMA’s | Yes |
| Private Funds | 152 88 |
Adviser Type
- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Disclosure Reporting
| 11.C(2) | SEC/CFTC found violation |
| 11.C(4) | SEC/CFTC order in investment-related activity |
| 11.C(5) | SEC/CFTC civil penalty / cease and desist |
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
Recent News
Reported AUM
968B
829B
691B
553B
415B
276B
138B
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date10/14/2025 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date06/27/2024 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date10/25/2023 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date02/27/2023 | Form ADV-E View Report |
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