Zacks Investment Management, Inc.

$14.59BAssets under management
as of May 2026 · SEC Form ADV
Chicago, IL
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No one at Zacks Investment Management, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $3.4B held · filed May 2024
Fidelity
Per Form ADV · $2.7B held · filed May 2024
LPL Financial
Per Form ADV · $1.4B held · filed May 2024
Wells Fargo
Per Form ADV · $1.3B held · filed May 2024