Edward Jones Ranks No. 249 on Fortune 500 with $17.9B Revenue, Expands High-Net-Worth Services
Event summary
- Edward Jones ranked No. 249 on the 2026 Fortune 500 list with $17.9B in 2025 revenue.
- Firm serves 9M clients with $2.4T in assets under care, operating 15,000 branches across North America.
- Launched Edward Jones Generations™ for high-net-worth clients with $10M+ in investable assets.
- Ranked No. 1 in investor satisfaction in JD Power's 2026 U.S. Investor Satisfaction Study.
- Received regulatory approval in early 2026 to expand banking capabilities.
The big picture
Edward Jones' Fortune 500 ranking underscores its ability to scale a relationship-driven model while expanding into high-net-worth and banking services. The firm's focus on AI and advisor development reflects broader industry trends toward technology-enabled personalization. With $2.4T in AUM and a vast branch network, Edward Jones is positioning itself as a comprehensive financial services provider, competing with both traditional wealth managers and digital-first platforms.
What we're watching
- High-Net-Worth Strategy
- How Edward Jones Generations™ will affect competition for ultra-wealthy clients.
- AI Integration
- The pace at which AI tools enhance advisor productivity and client personalization.
- Banking Expansion
- Whether regulatory-approved banking capabilities can deepen client relationships.
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