| Total AUM | $763.40B |
| Discretionary | $750.28B98% of AUM |
| Non-Discretionary | $13.12B |
| Client Accounts | 75,956 |
| Avg Account Size | $10.1M |
| Employees | 4,204 |
| Peak AUM | $763.40BMar 2026 |
| AUM CAGR | +2.1% /yrover 25 yrs · 131 filings |
Total AUM
$763.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $763.4B | +7.6% | +9.4% | +3.6% | |
| Discretionary AUM | $750.3B | +8.4% | +9.7% | +3.9% | |
| Non-Disc. AUM | $13.1B | 21.5% | 3.3% | 9.1% | |
| Total Accounts | 76k | +10.7% | +9.0% | +10.5% | |
| Avg Account Size | $10M | 2.8% | +0.4% | 6.2% | |
| Employees | 4k | +5.3% | +0.6% | +2.4% | |
| AUM / Employee | $182M | +2.3% | +8.8% | +1.2% | |
Client AUM Segments | |||||
| Wealth AUM | $77.3B | +21.5% | +23.6% | +15.3% | |
| Institutional AUM | $218.0B | +9.9% | +5.2% | 4.3% | |
| Fund / Pooled AUM | $423.5B | +4.2% | +9.4% | +8.4% | |
| Other AUM | $44.6B | +10.1% | +14.8% | 1.5% | |
Client Count Segments | |||||
| Institutional | 4k | +8.1% | +7.5% | +6.2% | |
| Pooled / Fund | 570 | +9.6% | +1.7% | +3.5% | |
| Individuals | 26k | +15.8% | +6.9% | +5.8% | |
| Total AUM | $763.40B |
| Discretionary | $750.28B |
| Employees | 4204 |
| Client Accounts | 75956 |
| Client Range | More than 500 |
Address
501 COMMERCE STREET
NASHVILLE TN 37203
Phone
615-622-0000
Filing History
131 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$750.3B
98.3% of AUM
Non-Discretionary
$13.1B
1.7% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Custody