Edward Jones has grown to more than $2.6 trillion in client assets under care as of June 30, 2026, with more than 20,000 financial advisors serving over 9 million clients across North America. The privately held financial services firm continues to expand its technology, banking capabilities and financial planning offerings as it seeks to deepen relationships with investors.
Edward Jones operates across the U.S. and Canada with approximately 55,000 associates. Its branch network reaches 68% of U.S. counties and all Canadian provinces, giving the firm a broad physical presence alongside its growing digital capabilities.
The firm’s scale was also reflected in its 14th consecutive appearance on the Fortune 500. Edward Jones ranked No. 249 based on 2025 revenue of $17.9 billion. The company said its financial foundation and liquidity are supporting continued investment in clients, colleagues, technology and communities.
Edward Jones is broadening the services available across that client base. The firm introduced Carefull, a complimentary digital financial safety platform for U.S. clients designed to help identify scams, identity theft and financial mistakes. Carefull also allows families to coordinate financial caregiving across generations. Edward Jones Ventures, the firm’s strategic venture capital arm, made an investment in the company.
Edward Jones also announced a minority equity investment in Quicken. The firms plan to work together to expand access to personal financial management tools intended to help clients, particularly younger investors, better understand and manage their day-to-day finances.
The firm is simultaneously preparing to expand into banking. Edward Jones Bank is targeted for an early 2027 opening and is expected to provide a more integrated approach to banking, lending and financial planning.
Edward Jones is also studying how investors define financial success beyond account balances. In partnership with Gallup, the firm surveyed 5,075 U.S. adults and found that only 16% described themselves as financially fulfilled. More than half were categorized in a “conflicted middle,” meaning they were not financially stressed but also did not consider themselves fulfilled.
The research identified financial knowledge, planning, disciplined saving and access to trusted guidance as important contributors to financial progress. Edward Jones said financial fulfillment also encompasses peace of mind, preparedness for the future, the ability to meet financial obligations and the freedom to pursue personal priorities.
The firm’s growth strategy extends into community and financial education initiatives. Edward Jones announced sponsorship agreements with Duke University, the University of North Carolina and the University of Oregon, becoming the official wealth management partner of Duke Basketball, UNC Basketball and Oregon Athletics. The partnerships are intended in part to provide financial education to students and student-athletes.
Edward Jones also continued its public policy efforts during Q2. More than 100 members of its Grassroots Task Force, along with more than 50 senior leaders, held more than 350 meetings with lawmakers on Capitol Hill focused on retirement security, caregiver support and tax fairness for middle-class investors.
KEY QUOTES:
“Being named to the Fortune 500 reflects how we bring our purpose to life through the work we do every day. We continue to evolve our capabilities to deliver more comprehensive, personalized advice and help more people improve financial fulfillment.”
“This recognition underscores the strength of our growth and the impact we’re making for our clients, colleagues and communities.”
Penny Pennington, Managing Partner Of Edward Jones
