| As of Date | 03/26/2026 |
| ADV Location | United States, IL / United States, MO / United States, PA |
| Adviser Type - Large advisory firm | |
| Number of Employees | 153 11% |
| of those in investment advisory functions | 69 19% |
| AUM* | 47,374,260,982 103% |
| of that, discretionary | 29,833,326,982 97% |
| Private Fund GAV* | 0 |
| Avg Account Size | 134,204,705 103% |
| High Net Worth | 29.46% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
| Websites |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds