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Companies using Morningstar Advisor Workstation

As of 14 October 2026, Firmable tracks 118 companies across 13 countries running Morningstar Advisor Workstation. See who they are, and who to call.

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Companies using Morningstar Advisor Workstation

Showing 5 of 118 companies

MONECO Advisors LLC

monecoadvisors.com · Accounting and auditing services · 251–500 employees

Last seen 17 Jul 2026 The most recent date Firmable detected Morningstar Advisor Workstation at this company.

Decision makers · 30 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Partner MobileEmail
Director of People MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Moneco Advisors, LLC recognized as No. 75 on the 2026 Inc. Regionals: Northeast list on Aug 24th '26. · 24 Aug 2026

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Principal Financial Group

principal.com · Insurance · 10,001+ employees

Last seen 29 Aug 2026 The most recent date Firmable detected Morningstar Advisor Workstation at this company.

Decision makers · 3K+ on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Director - Enterprise Architecture - EA Product Portfolio MobileEmail
Advanced Solutions Director MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Hiring: Assistant Director, Business Architecture · 29 Sep 2026

Moved into Senior Associate, Client Service Manager · 31 Jul 2026

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IGM Financial Inc.

igmfinancial.com · Accounting and auditing services · 501–1,000 employees

Last seen 26 Jul 2026 The most recent date Firmable detected Morningstar Advisor Workstation at this company.

Decision makers · 328 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Associate Vice President of Cybersecurity Practice and Technology Risk Services MobileEmail
AVP, Application Delivery and Architecture MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

IGM Financial Inc. observes National Day for Truth and Reconciliation and highlights its Reconciliation Action Plan. · 30 Sep 2026

IGM Financial recognizes the National Day for Truth and Reconciliation with its Reconciliation Action Plan. · 30 Sep 2026

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Thrivent

thrivent.com · Financial planning and advisory services · 5,001–10,000 employees

Last seen 14 Aug 2026 The most recent date Firmable detected Morningstar Advisor Workstation at this company.

Decision makers · 1.3K+ on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Vice President, Enterprise Integration Services MobileEmail
Engineering Manager MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Thrivent Builds for Habitat for Humanity invested into assets: Evergreen Operations Center in the amount of $80M in Appleton, Wisconsin, United States, Northern America, Americas on Sep 23rd '26. · 23 Sep 2026

Hiring: Manager, Information Security Assurance Services · 17 Sep 2026

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iA Financial Group (Industrial Alliance)

ia.ca · Financial planning and advisory services · 10,001+ employees

Last seen 18 Aug 2026 The most recent date Firmable detected Morningstar Advisor Workstation at this company.

Decision makers · 1.3K+ on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Vice-président livraison des services TI MobileEmail
Directeur des plateformes numériques clients MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Hiring: Scrum master · 21 Aug 2026

Industrial Alliance Insurance and Financial Services Inc partnered with AutoCanada Inc. on Sep 28th '26. · 28 Sep 2026

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Who uses Morningstar Advisor Workstation

A breakdown of the 118 companies running Morningstar Advisor Workstation.

Top industries

Financial services87
Professional and business services9
Hospitality and travel3
Information technology and services3
Construction and building2
Education and training2
Industrial and manufacturing2
Not for profit2

No industry recorded: 4

Company size

1–1012 (11%)
11–5026 (24%)
51–25019 (18%)
251–5007 (6%)
501–1,0004 (4%)
1,001–5,00018 (17%)
5,001–10,0006 (6%)
10,001+16 (15%)

Share of companies with a recorded size, by employees.

No size recorded: 10

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Frequently asked questions

About the Morningstar Advisor Workstation data on this page.

How many companies use Morningstar Advisor Workstation?

Firmable holds confirmed Morningstar Advisor Workstation detections for 118 distinct companies, 7 of them confirmed in the last 90 days. A company is counted once however many of its properties run it.

Which companies use Morningstar Advisor Workstation?

MONECO Advisors LLC, Principal Financial Group and Thrivent are among the most prominent in the current set.

What industries use Morningstar Advisor Workstation?

Financial services, professional and business services and hospitality and travel lead the set, across 15 industries in total.

What size companies use Morningstar Advisor Workstation?

Adoption concentrates in the 11-50 employee band, across the companies whose size is recorded.

Where are Morningstar Advisor Workstation users based?

The United States, Canada, Australia and Indonesia account for most detections, across 13 countries.

How current is this data?

7 companies were confirmed in the last 90 days. Last detection 29 August 2026.

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