SAN MATEO, CACRD 104517Latest ADV February 24, 2026
Franklin Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated February 24, 2026, reports $509.5B in regulatory assets under management, 384 employees, 6 offices, and 25,018 accounts.
Assets Under Management
$509.5B
Employees
384
Offices
6 offices
Total Clients
25,120
Primary office
SAN MATEO, CA
ONE FRANKLIN PARKWAY, BUILDING 970, 1ST FLOOR, SAN MATEO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.1% of total clients.
Top client categories% of clientsClients
1
Individuals
90.1%
22,641
2
Corporations
3.3%
823
3
HNWI
1.5%
382
4
Pooled Investment Vehicles
1.0%
263
5
Pension Plans
1.0%
255
Additional categories (<0.1%)
Government6 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$509.5Bas of February 24, 2026
Discretionary99.4%
$506.5B
99% of total RAUM99.4%
Non-discretionary0.6%
$2.9B
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$509.5B
Total Accounts25,018
10Y AUM Change+$65.4B (+14.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees384
Clients per Employee65:1
10Y Employee Change+197 (+105.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.