CRD: 10409
MML Investors Services, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-30-1982
- Office Locations
- 1,114
Office Locations
About MML Investors Services, LLC
MML Investors Services, LLC is a Springfield-based RIA with 1114 offices. The firm has been operating for 44 years. Managing $115.6B in total assets under management, with 4,961 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 22, 2025 and May 5, 2026, reported AUM increased 28.5%, from $90.0B to $115.6B.
Across 5 reported observations, AUM increased 83.7% between December 6, 2022 and May 5, 2026, from $62.9B to $115.6B.
Of the latest reported AUM, 61.1% is discretionary and 38.9% is non-discretionary.
The firm reports 4,961 advisory representatives and 454,836 clients, or 91.7 clients per representative. That equates to $254.2K in reported AUM per client.
The profile lists 1,114 reported office locations and 44 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review MML Investors Services, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full MML Investors Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS K BAUER
CHIEF TECHNOLOGY OFFICER
- CRD
- #4759472
- Ownership
- Less than 5%
Vaughn CHARLES Bowman
Chairman Of The Board, Chief Executive Officer, President
- CRD
- #4725044
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
Unlock allContacts
Patricia Anne Aarons
--
- CRD
- #2020558
AMY LYNN ABARAY
Associate
- CRD
- #5693249
Showing 2 of 7188 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,673,328,452 | $308,066 |
| Non-Discretionary | $44,964,910,779 | $199,448 |
| Total | $115,638,239,231 | $254,230 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
MML Investors Services, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
MML Investors Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing