---
title: "Franklin Resources: Competitors"
description: "Franklin Resources compared with companies that share its SEC industry classification: revenue, growth and margins from SEC filings, and how peers are chosen."
canonical: https://www.getswoopr.com/stocks/companies/franklin-resources/competitors/
source: "Swoopr Investment: https://www.getswoopr.com"
---

# Franklin Resources: Competitors & Industry Structure

## Direct Answer

SEC EDGAR classifies Franklin Resources under SIC code 6282 (Investment Advice). Among Swoopr's S&P 500 Equal Weight companies, 29 others share that classification; by latest reported revenue, Franklin Resources ranks 5 of 30. A filing classification is a starting point: a company's real competitors depend on its segments, which its 10-K describes.

## How Does Franklin Resources Compare With Its Peers?

| Company | Revenue (latest FY) | Revenue growth | Operating margin | Net margin |
| --- | --- | --- | --- | --- |
| [Apollo Global Management (APO)](https://www.getswoopr.com/stocks/companies/apollo-global-management/) | $32.0 billion FY2025 | 22.7% | n/a | 10.6% |
| [KKR & Co. (KKR)](https://www.getswoopr.com/stocks/companies/kkr-and-co/) | $19.5 billion FY2025 | -11.0% | n/a | 12.2% |
| [Ameriprise Financial (AMP)](https://www.getswoopr.com/stocks/companies/ameriprise-financial/) | $18.9 billion FY2025 | 5.5% | n/a | 18.8% |
| [Blackstone Inc. (BX)](https://www.getswoopr.com/stocks/companies/blackstone-inc/) | $14.5 billion FY2025 | 9.2% | n/a | 20.9% |
| **Franklin Resources (BEN)** | $8.8 billion FY2025 | 3.5% | 6.9% | 6.0% |
| [T. Rowe Price (TROW)](https://www.getswoopr.com/stocks/companies/t-rowe-price/) | $7.3 billion FY2025 | 3.1% | 29.9% | 28.5% |
| [Invesco (IVZ)](https://www.getswoopr.com/stocks/companies/invesco/) | $6.4 billion FY2025 | 5.1% | -10.9% | -2.7% |
| [The Carlyle Group Inc. (CG)](https://www.getswoopr.com/stocks/companies/the-carlyle-group-inc/) | $4.8 billion FY2025 | -11.9% | n/a | 16.9% |
| [Ares Management (ARES)](https://www.getswoopr.com/stocks/companies/ares-management/) | $4.8 billion FY2025 | 28.9% | n/a | 9.0% |
| [TPG Inc. (TPG)](https://www.getswoopr.com/stocks/companies/tpg-inc/) | $4.7 billion FY2025 | 33.4% | n/a | 4.0% |
| [Evercore Inc. (EVR)](https://www.getswoopr.com/stocks/companies/evercore-inc/) | $3.9 billion FY2025 | 29.5% | n/a | 15.3% |
| [Houlihan Lokey Inc. (HLI)](https://www.getswoopr.com/stocks/companies/houlihan-lokey-inc/) | $2.6 billion FY2026 | 9.5% | 20.1% | 16.2% |
| [Morningstar Inc. (MORN)](https://www.getswoopr.com/stocks/companies/morningstar-inc/) | $2.4 billion FY2025 | 7.5% | 21.5% | 15.3% |
| [Affiliated Managers Group Inc. (AMG)](https://www.getswoopr.com/stocks/companies/affiliated-managers-group-inc/) | $2.1 billion FY2025 | 1.6% | n/a | 34.5% |
| [Federated Hermes Inc. (FHI)](https://www.getswoopr.com/stocks/companies/federated-hermes-inc/) | $1.8 billion FY2025 | 10.3% | 28.5% | 22.4% |
| [BRC Group Holdings Inc. (RILY)](https://www.getswoopr.com/stocks/companies/brc-group-holdings-inc/) | $968 million FY2025 | 29.6% | 7.8% | 31.7% |
| [Hamilton Lane Incorporated (HLNE)](https://www.getswoopr.com/stocks/companies/hamilton-lane-incorporated/) | $759 million FY2026 | 6.5% | n/a | 32.8% |
| [Blue Owl Capital Inc. (OWL)](https://www.getswoopr.com/stocks/companies/blue-owl-capital-inc/) | $568 million FY2025 | 7.6% | n/a | 53.8% |
| [GCM Grosvenor Inc. (GCMG)](https://www.getswoopr.com/stocks/companies/gcm-grosvenor-inc/) | $558 million FY2025 | 8.5% | 23.9% | 8.1% |
| [Ridgepost Capital Inc. (RPC)](https://www.getswoopr.com/stocks/companies/ridgepost-capital-inc/) | $297 million FY2025 | 0.3% | 22.0% | 6.6% |
| [AlTi Global Inc. (ALTI)](https://www.getswoopr.com/stocks/companies/alti-global-inc/) | $255 million FY2025 | 28.5% | -29.0% | -46.9% |
| [Abacus Global Management Inc. (ABX)](https://www.getswoopr.com/stocks/companies/abacus-global-management-inc/) | $235 million FY2025 | 110.2% | 37.7% | 15.5% |
| [Silvercrest Asset Management Group Inc. (SAMG)](https://www.getswoopr.com/stocks/companies/silvercrest-asset-management-group-inc/) | $125 million FY2025 | 1.3% | 7.4% | 6.4% |
| [Westwood Holdings Group Inc (WHG)](https://www.getswoopr.com/stocks/companies/westwood-holdings-group-inc/) | $98 million FY2025 | 3.2% | 5.1% | 7.2% |
| [DigitalBridge Group Inc. (DBRG)](https://www.getswoopr.com/stocks/companies/digitalbridge-group-inc/) | $94 million FY2025 | -84.5% | n/a | -28.7% |
| [Mount Logan Capital Inc. (MLCI)](https://www.getswoopr.com/stocks/companies/mount-logan-capital-inc/) | $54 million FY2025 | 7.6% | n/a | -113.6% |
| [Hennessy Advisors Inc. (HNNA)](https://www.getswoopr.com/stocks/companies/hennessy-advisors-inc/) | $36 million FY2025 | 19.9% | 37.0% | 28.0% |
| [Value Line Inc. (VALU)](https://www.getswoopr.com/stocks/companies/value-line-inc/) | $33 million FY2026 | -4.7% | 12.1% | 64.7% |
| [Triller Group Inc. (ILLR)](https://www.getswoopr.com/stocks/companies/triller-group-inc/) | $22 million FY2025 | -21.3% | -640.1% | -807.2% |
| [U.S. Global Investors Inc. (GROW)](https://www.getswoopr.com/stocks/companies/u-s-global-investors-inc/) | $11 million FY2025 | -1.3% | -27.5% | -3.1% |

Revenue growth compares each company's latest fiscal year with the one before. Fiscal years do not always end on the same date, so treat close comparisons with care.

![Bar chart of operating margin for Franklin Resources and 7 peers: Franklin Resources (BEN) 6.9%, T. Rowe Price (TROW) 29.9%, Invesco (IVZ) -10.9%, Houlihan Lokey Inc. (HLI) 20.1%, Morningstar Inc. (MORN) 21.5%, Federated Hermes Inc. (FHI) 28.5%, BRC Group Holdings Inc. (RILY) 7.8%, GCM Grosvenor Inc. (GCMG) 23.9%.](https://www.getswoopr.com/images/charts/franklin-resources-competitors-peer-margins.webp)
*Operating margin of Franklin Resources against companies sharing its SEC industry classification, from the table above. Select the chart to open it full size.*

## How Does Franklin Resources Rank Among All SEC Filers in Its Industry Code?

30 companies with annual reports in Swoopr's SEC dataset share SIC code 6282 (Investment Advice), a wider group than the S&P 500 Equal Weight companies above. Ranks run from 1 (highest) and use each company's latest fiscal year, in U.S. dollars.

| Measure | Franklin Resources | Median of filers | Rank |
| --- | --- | --- | --- |
| Revenue | $8.8 billion | $1.4 billion | 5 of 30 |
| Revenue growth | 3.5% | 7.0% | 19 of 30 |
| Operating margin | 6.9% | 12.1% | 12 of 17 |
| Net margin | 6.0% | 13.7% | 23 of 30 |

A SIC code reflects the filer's main business as the SEC records it, so the group mixes companies of very different size; the median is a better guide than the average, and a rank near the top by revenue says nothing about quality.

## Where These Numbers Come From

Every figure on this page is a value Franklin Resources reported in its own SEC filings, read from the SEC's XBRL data (accession 0000038777-25-000238 for fiscal year 2025). Ratios are computed from those reported values. Figures were retrieved on October 7, 2026; a later amendment or a new annual report can change them, and the filing itself always takes precedence over this summary.

Each fiscal year is labeled by the calendar year in which it ended, so a company that names the same period differently in its own filings (many retailers whose year ends in January) may use another label. A year is left out of the table when the SEC data set holds no value for it. A figure shown as "Not reported" means the company did not file a value under the standard tag Swoopr reads, not that the amount was zero. This page is educational and describes reported history only; it is not a forecast or a recommendation.

## Frequently Asked Questions

### Who are Franklin Resources's competitors?

Companies sharing Franklin Resources's SEC classification (SIC code 6282 (Investment Advice)) include Apollo Global Management (APO), KKR & Co. (KKR), Ameriprise Financial (AMP), Blackstone Inc. (BX), T. Rowe Price (TROW). Its 10-K names the competitors it considers most relevant.

### How does Franklin Resources compare with its peers on margins?

Franklin Resources's fiscal 2025 operating margin was 6.9%, against a peer median of 16.1%.

### How are these peers chosen?

By the SEC Standard Industrial Classification code each company files under, within Swoopr's S&P 500 Equal Weight company set, falling back to the two-digit major group when fewer than two companies share the exact code. Classification codes are broad, so read the peer list as a screen, not a verdict.

### How does Franklin Resources rank among all companies in its SEC industry?

Among 30 SEC filers under SIC code 6282, Franklin Resources ranks 5 by latest revenue, and 12 of 17 by operating margin (6.9% against a median of 12.1%).

## References

- [SEC EDGAR: FRANKLIN TEMPLETON INC Form 10-K filed November 10, 2025](https://www.sec.gov/Archives/edgar/data/38777/000003877725000238/ben-20250930.htm)
- [SEC EDGAR: FRANKLIN TEMPLETON INC annual and quarterly filings](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=38777&type=10-K)
- [SEC: EDGAR application programming interfaces (XBRL frames and submissions data)](https://www.sec.gov/search-filings/edgar-application-programming-interfaces)

## Related Pages

- [Franklin Resources company dossier](https://www.getswoopr.com/stocks/companies/franklin-resources/)
- [Franklin Resources financial metrics](https://www.getswoopr.com/stocks/companies/franklin-resources/metrics/)
- [Franklin Resources financial risk indicators](https://www.getswoopr.com/stocks/companies/franklin-resources/risks/)
- [Franklin Resources peer comparison](https://www.getswoopr.com/stocks/companies/franklin-resources/competitors/)
- [Franklin Resources business model and revenue mix](https://www.getswoopr.com/stocks/companies/franklin-resources/business-model/)
- [Fundamental analysis guides](https://www.getswoopr.com/learn/fundamental-analysis/)

**[Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/)**

Swoopr's editorial team produces independent investment education content reviewed for accuracy and clarity. We do not provide personalized financial advice. See our [editorial policy](https://www.getswoopr.com/legal/editorial-policy/) and [corrections policy](https://www.getswoopr.com/legal/corrections-policy/).