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Morningstar®Media Kit

We provide opportunities across a number of media properties and conferences targeted to high-net-worth investors, advisors, and institutional investors. We have decades of experience delivering messages to an engaged, investing-minded audience.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Your message and our brand recognition help you reach engaged investors looking to make educated investing decisions.

Our Clients

3.9 Million

Individual Investors Served

190,000

Financial Advisors Served

113,473

Average Monthly Advisor Uniques on Morningstar.com

31

Websites Worldwide

Source: Annual Shareholders Meeting and SAS 360
Individual Icon
Individual

Morningstar.com is our site for individual investors looking to discover new investments, build/upgrade portfolios, monitor investments, and view real-time market data. Morningstar offers an independent voice supported by more than 640 analysts who provide continuous investment coverage and commentary.

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Advisor

We offer three ways to reach our advisor audience: Morningstar.com, Morningstar magazine, and the Morningstar Investment Conference. We can help place your message in front of advisors who are actively looking for tools to research, analyze, present, and support their recommendations.

Source: Google Analytics & Morningstar Annual Shareholders' Meeting

Reaching Individual Investors

Individual

16.6 Million

Average Monthly Page Views

2.6 million

Average Monthly Unique Visitors

$1.4 million

Average Individual Investor Portfolio Size

Source: Google Analytics 12-month average and Morningstar Investor Survey
1.3% < $25,000; 1.1% $25,000–$34,999; 2.4% $35,000–$49,999; 9.5% $50,000–$74,999; 12.2% $75,000–$99,999; 27.0% $100,000–$149,999; 24.5% $150,000–$249,999; 15.7% $250,000–$499,999; 6.3% > $500,000

Premium Members

Average Household Income

Average Portfolio Size

$222,931

$1,835,720

4.2% < $25,000; 4.6% $25,000–$34,999; 6.3% $35,000–$49,999; 14.2% $50,000–$74,999; 17.2% $75,000–$99,999; 24.2% $100,000–$149,999; 17.5% $150,000–$249,999; 8.3% $250,000–$499,999; 3.5% > $500,000

Basic Members

Average Household Income
Average Portfolio Size

$160,379

$1,125,620

< $25,000 1.3; $25K–$49K 0.8; $50K–$99K 1.2; $100K–$249K 4.4; $250K–$499K 7.4; $500K–$999K 17.3; $1M–$1.999M 23.7; > $2M 43.8
Size of Investment Portfolio (%)
< $25,000 7.1; $25K–$49K 4.5; $50K–$99K 5.8; $100K–$249K 10.4; $250K–$499K 12.5; $500K–$999K 19.1; $1M–$1.999M 20.7; > $2M 20.0
Size of Investment Portfolio (%)
Perspectives From Investor Survey

After doing my research to purchase or sell stocks or mutual funds on several websites, I always confirm my decision by reviewing Morningstar recommendations and reviews.


The Financial information on all types of mutual funds, bonds, and other investments is truly excellent, the best I have found.

Source: Morningstar Individual Investor Survey

Reaching Financial Advisors

Advisor Statistics

113,473

Average Monthly Advisor Uniques on Morningstar.com

$523.3 million

Average Assets Under Management

73%

Have been a Financial Professional for 11 Years or More

82%

See Value in Information Provided by Asset Management Firms on Morningstar.com

Source: Morningstar Advisor Survey and SAS 360
14.5% RIA; 10.5% Broker/Dealer: Independent; 1.8% Broker/Dealer: Wirehouse; 10.1% Dually Registered; 4.2% Institutional Investor; 37.1% Financial Professional; 5.1% Accountant or CPA; 16.7% Other
Type
Use Morningstar software platforms 61.0%; Own or are their firm’s decision-maker 59.7%; Have visited Morningstar.com for 5+ years 67.3%
User Who
<$5,000,000 17.6; $5M–$9.9M 6.8; $10M–$24.9M 8.4; $25M–$49.9M 10.2; $50M–$99.9M 9.0; $100M–$199.9M 8.6; $200M–$249.9M 2.7; $250M–$499.9M 4.4; $500M–$999.9M 3.1 > $1B 6.1; I do not manage assets 17.1; Prefer not to say 6.0
Assets Under Management (%)

Perspectives From Morningstar Advisor Survey

Morningstar.com is a goldmine of information for both novice investors and seasoned professionals.


I love Morningstar, I don't know where my firm would be
without it.

Source: Morningstar Advisor Survey

Contact Us

Advertising Sales and Conferences
Stuart Roge
Global Head of Audience Sales Advertising
+1 312 384-4855
stuart.roge@morningstar.com

Kurt Edwards
Director of Operations
+1 312 384-3866
kurt.edwards@morningstar.com

New York & New Jersey

Dan Atkinson
Vice President
+1 312 696-6570
dan.atkinson@morningstar.com


East Coast (minus NY and NJ) & West Coast

Lisa Turner
Sales Director
lisa.turner@morningstar.com


Midwest & Canada

Emily Martin
Sales Director
emily.martin@morningstar.com

General Inquiries, Europe, Asia-Pacific

Simon Hodge
Audience Communication Director
+44 203 194 1058
simon.hodge@morningstar.com


Australia

Peter Williamson
Sales Director
+61 2 9276 4422
peter.williamson@morningstar.com


Operations

campaigns@morningstar.com

Morningstar Magazine Production

Alex Skoirchet
Senior Designer
+1 312 696-6545
alex.skoirchet@morningstar.com

Additional Resources

General Advertising Guidelines


Advertising Specs