Company Profile

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

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

115B 98B 82B 65B 49B 33B 16B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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