| Total AUM | $256.81B |
| Discretionary | $209.14B81% of AUM |
| Non-Discretionary | $47.67B |
| Client Accounts | 813,961 |
| Avg Account Size | $316K |
| Employees | 10,251 |
| Peak AUM | $256.81BMar 2026 |
| AUM CAGR | +31.5% /yrover 25 yrs · 216 filings |
Total AUM
$256.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $256.8B | +56.8% | +97.4% | +55.4% | |
| Discretionary AUM | $209.1B | +63.8% | +90.3% | +52.4% | |
| Non-Disc. AUM | $47.7B | +32.1% | +150.6% | +75.3% | |
| Total Accounts | 814k | +39.3% | +66.3% | +44.4% | |
| Avg Account Size | $315,511.122 | +12.6% | +18.7% | +7.6% | |
| Employees | 10k | +33.0% | +49.1% | +28.1% | |
| AUM / Employee | $25M | +17.8% | +32.4% | +21.3% | |
Client AUM Segments | |||||
| Wealth AUM | $245.4B | +56.1% | +97.7% | +55.4% | |
| Institutional AUM | $11.4B | +72.4% | +92.0% | +56.8% | |
Client Count Segments | |||||
| HNW Clients | 722k | +45.6% | +75.7% | +48.9% | |
| Institutional | 12k | +32.5% | +57.6% | +44.3% | |
| Individuals | 79k | +0.1% | +24.9% | +22.3% | |
| Total AUM | $256.81B |
| Discretionary | $209.14B |
| Employees | 10251 |
| Client Accounts | 813961 |
| Client Range | More than 500 |
Address
1450 AMERICAN LANE
SCHAUMBURG IL 60173-2096
Phone
310-257-7880
Filing History
216 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$209.1B
81.4% of AUM
Non-Discretionary
$47.7B
18.6% of AUM
Disc. mix ▲ 3.5pp vs 1 year ago
Custody