AdvisorCentral (advisorcentral.com) serves as a core business-building portal for financial advisors and broker-dealers--providing indispensable information and access to commentary, research, and workplace resources. Leveraging industry-standard technologies for ease of use, AdvisorCentral provides advisors with consolidated views of their clients' mutual fund and 529 plan holdings across all participating companies and receives nearly 2.5 million monthly queries. While features may vary by company, AdvisorCentral offers a range of additional capabilities such as the ability to make purchases, exchanges and redemptions; view detailed historical transactions; calculate contingent deferred sales charges; and directly link to participating companies' Web sites. AdvisorCentral is jointly owned by Fidelity Investments(R), Franklin(R) Templeton(R) Investors Services, Inc., Putnam Investments and PFPC Inc., a member of the PNC Financial Services Group, Inc.
View Top Employees from AdvisorCentral LLCWebsite | http://www.advisorcentral.com |
Revenue | $5.5 million |
Employees | View employees |
Address | 4400 Computer Drive, Westborough, Massachusetts 01581, US |
Phone | (617) 778-6150 |
Industry | Finance General, Finance |
Competitors | ByAllAccounts, Polaris Portfolios LLC, StateTrust, TSCentral |
SIC | SIC Code 62 Companies, SIC Code 621 Companies, SIC Code 7375 Companies, SIC Code 737 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 517110 Companies, NAICS Code 51 Companies, NAICS Code 517 Companies, NAICS Code 51711 Companies, NAICS Code 52 Companies, NAICS Code 5171 Companies, NAICS Code 523 Companies |
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The AdvisorCentral LLC annual revenue was $5.5 million in 2024.
AdvisorCentral LLC is based in Westborough, Massachusetts.
The NAICS codes for AdvisorCentral LLC are [517110, 51, 517, 51711, 52, 5171, 523].
The SIC codes for AdvisorCentral LLC are [62, 621, 7375, 737, 73].