BLACKROCK FINANCIAL MANAGEMENT, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.60T |
| Discretionary | $1.59T100% of AUM |
| Non-Discretionary | $2.27B |
| Client Accounts | 2,283 |
| Avg Account Size | $698.7M |
| Employees | 7,987 |
| Peak AUM | $1.60TMar 2026 |
| AUM CAGR | +10.5% /yrover 25 yrs · 168 filings |
AUM by Client Type
Total AUM
$1.6T
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6T | +20.1% | +10.8% | +6.7% | |
| Discretionary AUM | $1.6T | +20.2% | +10.8% | +6.8% | |
| Non-Disc. AUM | $2.3B | 4.2% | 10.8% | 12.5% | |
| Total Accounts | 2k | +0.6% | +0.9% | +2.9% | |
| Avg Account Size | $699M | +19.4% | +9.8% | +3.7% | |
| Employees | 8k | +7.8% | +7.0% | +7.1% | |
| AUM / Employee | $200M | +11.4% | +3.6% | 0.3% | |
Client AUM Segments | |||||
| Wealth AUM | $5.4B | 10.7% | 11.7% | 0.6% | |
| Institutional AUM | $1.0T | +12.6% | +7.4% | +5.8% | |
| Fund / Pooled AUM | $565.5B | +38.5% | +18.6% | +8.4% | |
| Other AUM | $8.8B | 23.1% | +13.1% | +72.4% | |
Client Count Segments | |||||
| HNW Clients | 6 | 57.1% | 4.9% | 0.0% | |
| Institutional | 804 | 1.0% | 1.3% | +1.8% | |
| Pooled / Fund | 420 | +5.5% | +3.3% | +2.4% | |
| Individuals | 64 | 8.6% | 8.8% | 5.0% | |
Key Metrics
| Total AUM | $1.60T |
| Discretionary | $1.59T |
| Employees | 7987 |
| Client Accounts | 2283 |
Contact & Location
Address
50 HUDSON YARDS
NEW YORK NY 10001
Phone
212 810 5300
Filing History
168 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.6T
99.9% of AUM
Non-Discretionary
$2.3B
0.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Oct 2002
•SRO proceeding/bar
•Investment adviser bar/suspension
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserRegistered RepPension ConsultantTrust CompanyAccounting FirmLaw Firm