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Rise up to a brighter financial future.

For 30+ years, we’ve put investors’ interests first.

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Helping people plan, save, and invest to reach their financial goals is essential to who we are. We want to see them succeed. And this vision guides our every move, whether we’re working with individuals directly or through the financial professionals who serve them.

How Morningstar empowers  individuals. financial advisors. asset managers. employers.

How Morningstar empowers individuals.

People don’t always think of themselves as “investors,” but most actually are through their retirement plans and savings. That’s why we’re committed to supporting all investors with an independent perspective they can trust.

How Morningstar empowers financial advisors.

It’s a serious responsibility to represent investors’ best interests at all times, and one we share with hundreds of thousands of advisors worldwide. We believe it’s critical to give those advisors the support they need to serve their clients well.

How Morningstar empowers asset managers.

We share our deep understanding of investor behavior and market needs with asset managers to help them develop and promote sound, investor-friendly products for the long term.

How Morningstar empowers employers.

We call them “retirement plan sponsors,” but we know employers sponsor far more. They’re invested in their employees’ security and well-being. We’re proud to help them craft attractive benefits programs with sound investment choices.

 
 
 

Investors at the Forefront

 

Kunal Kapoor shares his vision for Morningstar’s future and our unwavering commitment to independence, transparency, and integrity.

 
 
 
 

Just in at Morningstar

 
 
 
 

Get Ready for the DOL Fiduciary Rule

Are you ready to prove you are working in the best interest of your clients? Learn how to prepare.

Take Me There
 
 
 

“The Most Powerful Force in Funds”

Morningstar CEO Kunal Kapoor graces the cover of Barron’s and shares the firm’s focus on industry innovation.

Read the Article
 
 
 

Visit the New Morningstar Blog

Tap into the insights and ideas for financial professionals around topics like regulation, practice management, and investor behavior.

Go There
 

How can we work together?

There’s a lot we can do to support investors. Let’s get started.

Get to know Morningstar.

We’re always thinking about the next big thing. It’s how we grew from a startup to a global investment research company in just 30 years.  

Learn About Us