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.
Ameritas Investment Corporation
Berthel Fisher & Co.
Cadaret, Grant & Co.
Cambridge Investment Research
Fidelity - National Financial
First Southwest Company
Hornor, Townsend & Kent, Inc.
ING Financial Partners
Investment Centers of America
Mass Mutual Investor Services, Inc.
NYLIFE Securities, LLC
National Planning Corporation
New England Financial
Northwestern Mutual Investment Services
Principial Financial Group
RBC Correspondent Services
RBC Wealth Management
SII Investments, Inc.
Securian Financial Services, Inc.
Southwest Securities Inc
The Planner's Network
Transamerica Financial Advisors
Transamerica Retirement Management
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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