Morningstar empowers every investor by removing the friction that slows decisions, clouds markets, and drives up costs.
With connected data, independent research, investor-first tools, and long-term portfolio strategies, we challenge what’s hidden, complex, and inefficient so nothing stands between investors and their goals.
We bring clarity to what others obscure so investors can compare, assess, and decide with confidence.
We remove hidden agendas and outside influence, putting decisions back in the hands of the investor.
We help investors tune out the noise and stay aligned with their long-term goals.
We align data, tools, people, and systems—clearing bottlenecks and creating momentum.
Guided by uncompromising ethical standards, we’re committed to running our business in a way that manages actual and perceived conflicts of interest, while aiming to ensure our processes remain open and fair.
Morningstar empowers investors of every kind—from individuals and institutions—and the firms that support them.
Individual investors
Financial advisors
Private-market participants
Retirement plan sponsors
Debt issuers
Asset-management firms
Morningstar teams operate in 40-plus offices around the world, with our headquarters in Chicago. In each market, we challenge the status quo in the name of investors and their goals.
Advisory services offered by subsidiaries of Morningstar, Inc. who are authorized in the appropriate jurisdiction to do so.
All statistics and data points above are sourced from Morningstar as of Dec. 31, 2024.