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Morningstar®Media Kit

We provide opportunities across a number of media properties and conferences targeted to high-net-worth investors, advisors, and institutional investors. We have decades of experience delivering messages to an engaged, investing-minded audience.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Your message and our brand recognition help you reach engaged investors looking to make educated investing decisions.

10.2 million Individual Investors Served; 163,000 Registered Active Financial Advisors on Morningstar.com; 113,683 Premium Users on Morningstar.com; 145,069 Average Monthly Advisor Uniques on Morningstar.com; 31 Websites Worldwide
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Individual

Morningstar.com is our site for individual investors looking to discover new investments, build/upgrade portfolios, monitor investments, and view real-time market data. Morningstar offers an independent voice supported by more than 640 analysts who provide continuous investment coverage and commentary.

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Advisor

We offer three ways to reach our advisor audience: Morningstar.com, Morningstar magazine, and the Morningstar Investment Conference. We can help place your message in front of advisors who are actively looking for tools to research, analyze, present, and support their recommendations.


Reaching Individual Investors


Individual

26.3 Million

Average monthly page views

2.3 million

Average monthly unique visitors

29%

Mobile visitors per month

3%

Tablet visitors per month


Source: Google Analytics YTD 2021
1.3% < $25,000; 1.1% $25,000–$34,999; 2.4% $35,000–$49,999; 9.5% $50,000–$74,999; 12.2% $75,000–$99,999; 27.0% $100,000–$149,999; 24.5% $150,000–$249,999; 15.7% $250,000–$499,999; 6.3% > $500,000

Premium Members


Average Household Income
Average Portfolio Size

$222,931

$1,835,720

4.2% < $25,000; 4.6% $25,000–$34,999; 6.3% $35,000–$49,999; 14.2% $50,000–$74,999; 17.2% $75,000–$99,999; 24.2% $100,000–$149,999; 17.5% $150,000–$249,999; 8.3% $250,000–$499,999; 3.5% > $500,000

Basic Members


Average Household Income
Average Portfolio Size

$160,379

$1,125,620

< $25,000 1.3; $25K–$49K 0.8; $50K–$99K 1.2; $100K–$249K 4.4; $250K–$499K 7.4; $500K–$999K 17.3; $1M–$1.999M 23.7; > $2M 43.8

Size of Investment Portfolio (%)
< $25,000 7.1; $25K–$49K 4.5; $50K–$99K 5.8; $100K–$249K 10.4; $250K–$499K 12.5; $500K–$999K 19.1; $1M–$1.999M 20.7; > $2M 20.0

Size of Investment Portfolio (%)

Perspectives From 2020 Investor Survey

After doing my research to purchase or sell stocks or mutual funds on several websites, I always confirm my decision by reviewing Morningstar recommendations and reviews.


The Financial information on all types of mutual funds, bonds, and other investments is truly excellent, the best I have found.


Source: 2020 Morningstar Individual Investor Survey

Reaching Financial Advisors


Advisor Statistics

163,000

Registered active financial advisors on Morningstar.com

$370.6 million

Average assets under management

51%

Owner or key decision-maker of firm

50%

Refer their clients to Morningstar


Source: 2020 Morningstar Advisor Survey and Quarterly Company Statistics
14.5% RIA; 10.5% Broker/Dealer: Independent; 1.8% Broker/Dealer: Wirehouse; 10.1% Dually Registered; 4.2% Institutional Investor; 37.1% Financial Professional; 5.1% Accountant or CPA; 16.7% Other

Type
34.3% Commission; 39.6% Fee; 22.3% Bonus; 45.5% Salary

Compensation Method
Use Morningstar software platforms 61.0%; Own or are their firm’s decision-maker 59.7%; Have visited Morningstar.com for 5+ years 67.3%

User Who
<$5,000,000 17.6; $5M–$9.9M 6.8; $10M–$24.9M 8.4; $25M–$49.9M 10.2; $50M–$99.9M 9.0; $100M–$199.9M 8.6; $200M–$249.9M 2.7; $250M–$499.9M 4.4; $500M–$999.9M 3.1 > $1B 6.1; I do not manage assets 17.1; Prefer not to say 6.0

Assets Under Management (%)


Perspectives From 2020 Morningstar Advisor Survey

I really like the simplicity and build of the website, any required data is easy to find, as well as articles. From all the business Websites I visit, Morningstar is the top choice.


We have used Morningstar Workstation, Morningstar Premium and the Magazine for 20+ years. Morningstar is invaluable and our biggest resource for researching, tracking and analyzing our investment holdings and portfolios.


Source: 2020 Morningstar Advisor Survey

Contact Us

Advertising Sales and Conferences

Stuart Roge
Global Head of Audience Sales Advertising
+1 312 384-4855
stuart.roge@morningstar.com

Kurt Edwards
Director of Operations
+1 312 384-3866
kurt.edwards@morningstar.com

New York

Dan Atkinson
Vice President
+1 312 696-6570
dan.atkinson@morningstar.com

Midwest

Casey Dunn
Sales Product Manager
casey.dunn@morningstar.com


East Coast (minus NY) & West Coast

Lisa Turner
Sales Director
lisa.turner@morningstar.com


Canada

Emily Martin
Relationship Manager
emily.martin@morningstar.com

General Inquiries, Europe, Asia-Pacific

Simon Hodge
Audience Communication Director
+44 203 194 1058
simon.hodge@morningstar.com


Australia

Peter Williamson
Sales Director
+61 2 9276 4422
peter.williamson@morningstar.com


Operations

campaigns@morningstar.com

Morningstar Magazine Production

Alex Skoirchet
Senior Designer
+1 312 696-6545
alex.skoirchet@morningstar.com