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FRANKLIN ADVISERS, INC.

SAN MATEO, CA · CRD 104517 · IAPD ↗ · ftinstitutionalapac.com · (650) 312-3000

$509.45BRegulatory AUM
272Advisory reps
384Employees
101Clients
n/aPlanning clients
73Private funds
53States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
January 2026 — FRANKLIN ADVISERS, INC. grew from 254 to 272 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2025 — FRANKLIN ADVISERS, INC. added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
January 2025 — FRANKLIN ADVISERS, INC. reported RAUM up 38% ($339.18B -> $467.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
January 2025 — FRANKLIN ADVISERS, INC. grew from 184 to 254 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.