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No. 7 Financial Planning IBD Elite 2026

MML Investors Services: Independent Broker-Dealer Profile

Legal name: MML Investors Services, LLC · Springfield, MA

$2.30B2025 Revenue
+13.6%YoY Growth
5,119Producing Reps
1981Founded

Quick Facts

2026 RankNo. 7 (Financial Planning IBD Elite 2026)
Legal NameMML Investors Services, LLC
HeadquartersSpringfield, MA
Founded1981
2025 Revenue$2.30 billion (+13.6% YoY)
Producing Reps5,119
Client Assets$306.5 billion
PrincipalsVaughn Bowman, Chief Executive; Joe Mallee, head of MassMutual Financial Advisors
EmployeesNot publicly disclosed
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Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.

About MML Investors Services (MassMutual)

MML Investors Services is the broker-dealer and RIA subsidiary of Massachusetts Mutual Life Insurance Company. It serves a large national network of MassMutual-affiliated financial professionals.

Services Offered

MMLIS offers discretionary and non-discretionary portfolio management, model portfolios, financial planning, wealth management, pension consulting, selection of other advisers, and educational seminars. It has added alternative-investment access through partnerships with iCapital and SUBSCRIBE.

Leadership

Vaughn Bowman (listed as chief executive by Financial Planning); Joe Mallee, head of MassMutual Financial Advisors.

MML Investors Services (MassMutual) in the News

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