U.S.A.
Morningstar® Advisor Workstation
Modular investment research and portfolio analysis platform.
Current List of Licensing Firms
The list below includes firms that offer a customized version of Advisor Workstation
at a special price to their affiliated advisors.
1st Global
AXA Advisors
American Portfolios
Ameriprise
Ameritas Investment Corporation
Berthel Fisher & Co.
CUNA
Cadaret, Grant & Co.
Cambridge Investment Research
Capital Analysts
Commonwealth
ESI
Fidelity - National Financial
First Allied
First Command
First Southwest Company
Founders Financial
GWN
Geneos
HD Vest
Hornor, Townsend & Kent, Inc.
ING Financial Partners
INVEST
Investment Centers of America
KMS
Lincoln Financial
Mass Mutual Investor Services, Inc.
MetLife
Money Concepts
NAPFA
NEXT Financial
NFP
NYLIFE Securities, LLC
National Planning Corporation
New England Financial
Northwestern Mutual Investment Services
ONESCO
Pershing
Principial Financial Group
ProEquities
R.W. Baird
RBC Correspondent Services
RBC Wealth Management
Raymond James
SII Investments, Inc.
Sammons
Securian Financial Services, Inc.
Securities America
Sigma
Southwest Securities Inc
Spire Securities
TD Ameritrade
The Planner's Network
Tower Square
TradePMR
Transamerica Financial Advisors
Transamerica Retirement Management
United Planners
Walnut Street
Wedbush Morgan
Woodbury Financial
Affiliate not on this list?
Morningstar can create a customized version of Advisor Workstation that meets the needs of your firm. If you would like Morningstar to contact your firm's home office on your behalf, click the "Contact My Firm" button and fill out the requested information completely.
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