Morningstar Retirement Manager is a managed-account service for defined-contribution plans, delivering personalized advice on saving, investing, and retiring.

Morningstar provides independent investment research, data, and analytics to individual investors, financial advisors, and institutional clients worldwide.
Morningstar offers a comprehensive suite of investment research platforms and data products including Morningstar Direct for institutional analysis, Morningstar Advisor Workstation for financial advisors, and Morningstar Investor for individual investors. The company maintains one of the world's largest investment databases covering approximately 330,000 investment offerings and provides independent ratings, indexes, and analytics.
Through subsidiaries PitchBook, DBRS Morningstar, and Sustainalytics, the company extends its coverage into private capital markets data, credit ratings, and ESG research. Morningstar serves clients across 26 countries from its Chicago headquarters, operating with a distribution-agnostic model that integrates with third-party platforms rather than requiring a proprietary terminal.
Companies similar to Morningstar include Fidelity Investments, MSCI, S&P Global and MarketWise.
Morningstar was founded in 1984.
Morningstar's headquarters is located in Chicago, IL, US.
As of Jan 1, 2005, Morningstar has raised a total of $91M (USD).
Morningstar has 11,085 employees as of Apr 29, 2026.

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