FRANKLIN ADVISERS, INC.

CRD 104517 · SEC 801-26292

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ONE FRANKLIN PARKWAY, BUILDING 970, 1ST FLOOR, SAN MATEO, CA, 94403, United States

Phone

(650) 312-3000

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$509.45B

Discretionary AUM

$506.50B

Team

384 total employees; 272 advisory reps; 101 broker-dealer reps

Clients

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Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-05-25

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	22641	$14.81B
High net worth individuals	382	$3.07B
Banking/thrift institutions	13	$21.0M
Investment companies	254	$368.10B
Pooled investment vehicles	263	$98.21B
Pension/profit sharing plans	255	$6.01B
Charitable organizations	139	$465.2M
State/municipal entities	6	$70.8M
Other investment advisers	83	$2.92B
Insurance companies	18	$5.11B
Sovereign wealth funds	20	$8.58B
Corporations/business entities	823	$1.60B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

Official SEC filing: View on IAPD

FRANKLIN ADVISERS, INC.

Services

Client types

States served

All web addresses on file