| Total AUM | $660.47B |
| Discretionary | $356.29B54% of AUM |
| Non-Discretionary | $304.18B |
| Client Accounts | 2,424,045 |
| Avg Account Size | $272K |
| Employees | 14,056 |
| Peak AUM | $660.47BMar 2026 |
| AUM CAGR | +14.6% /yrover 25 yrs · 238 filings |
Total AUM
$660.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $660.5B | +17.0% | +16.3% | +12.0% | |
| Discretionary AUM | $356.3B | +20.8% | +20.3% | +15.5% | |
| Non-Disc. AUM | $304.2B | +12.8% | +12.3% | +8.7% | |
| Total Accounts | 2.4M | +6.3% | +7.2% | +8.4% | |
| Avg Account Size | $272,467.888 | +10.1% | +8.5% | +3.3% | |
| Employees | 14k | +0.4% | 0.3% | +0.4% | |
| AUM / Employee | $47M | +16.5% | +16.7% | +11.6% | |
Client AUM Segments | |||||
| Wealth AUM | $646.9B | +17.1% | +16.3% | +12.1% | |
| Institutional AUM | $13.5B | +12.4% | +16.5% | +9.1% | |
| Other AUM | $5M | 36.6% | 12.2% | 6.0% | |
Client Count Segments | |||||
| HNW Clients | 1.2M | +1.7% | +2.7% | +4.6% | |
| Institutional | 13k | +2.0% | +2.5% | +5.0% | |
| Individuals | 184k | +24.2% | +27.7% | +17.1% | |
| Total AUM | $660.47B |
| Discretionary | $356.29B |
| Employees | 14056 |
| Client Accounts | 2424045 |
| Client Range | More than 500 |
Address
901 3RD AVENUE SOUTH
MINNEAPOLIS MN 55402
Phone
612-671-3131
Filing History
238 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$356.3B
53.9% of AUM
Non-Discretionary
$304.2B
46.1% of AUM
Disc. mix ▲ 1.7pp vs 1 year ago