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FRANKLIN ADVISERS, INC.
CRD 104517File 801-26292
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$509.45B
Top 10% of cohort (national)
Discretionary AUM
$506.50B
Non-discretionary $2.95B
Clients
24,897
25,018 accounts
Employees
384
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 30, 1986
- Principal office
- ONE FRANKLIN PARKWAY, BUILDING 970, 1ST FLOOR, SAN MATEO, CA, 94403
- Phone
- (650) 312-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $509.45B
- Discretionary AUM
- $506.50B
- Non-discretionary AUM
- $2.95B
- Discretionary accounts
- 24,997
- Non-discretionary accounts
- 21
- Total accounts
- 25,018
- AUM per client
- $20.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 823 | $1.60B |
| Non-U.S. persons | 20 | $8.58B |
| Insurance companies | 18 | $5.11B |
| Investment companies | 254 | $368.10B |
| Charitable organizations | 139 | $465.2M |
| Other investment advisers | 83 | $2.92B |
| High net worth individuals | 382 | $3.07B |
| Pooled investment vehicles | 263 | $98.21B |
| Banking or thrift institutions | 13 | $21.0M |
| Pension and profit sharing plans | 255 | $6.01B |
| State or municipal government entities | 6 | $70.8M |
| Individuals (other than high net worth individuals) | 22,641 | $14.81B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 25120 | 24897 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.