A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never taken a bailout. Never lost our focus on our clients. That's who we are.
- We have more than $800 billion in assets under management and administration.1
- We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities and Protection.2
- We have more financial planning clients than any other firm.3