| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/16/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 20,693 13.04% |
| of those in investment advisory functions | 11,257 9.31% |
| AUM* | 778,682,437,506 41.23% |
| of that, discretionary | 476,237,366,803 42.62% |
| Private Fund GAV* | 0 |
| Avg Account Size | 370,759 109.16% |
| High Net Worth | 16.67% 51.79% |
| SMA’s | Yes |
| Private Funds | 0 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions