Franklin Advisers, INC.
San Mateo, CA·SEC-registered · CRD #104517
Franklin Advisers, INC. is an SEC-registered investment advisory firm in San Mateo, CA managing $509B across 25k client accounts, with 272 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$509B
Client accounts
25k
Advisory staff
272
Fee model
Fee-only
How Franklin Advisers, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Franklin Advisers, INC.
How much does Franklin Advisers, INC. manage?
Per its most recent SEC Form ADV filing (05/25/2026), Franklin Advisers, INC. reports $509B in regulatory assets under management across roughly 25k client accounts.
How does Franklin Advisers, INC. charge?
Franklin Advisers, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Franklin Advisers, INC. a fiduciary?
Yes. Franklin Advisers, INC. is registered with the U.S. Securities and Exchange Commission (CRD #104517), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Franklin Advisers, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Franklin Advisers, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Mateo, CA
Profile compiled from Franklin Advisers, INC.'s public SEC Form ADV filing (CRD #104517, filed 05/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Franklin Advisers, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Franklin Advisers, INC.? Claim this profile.