| Total AUM | $502.40B |
| Discretionary | $501.39B100% of AUM |
| Non-Discretionary | $1.02B |
| Client Accounts | 8,288 |
| Avg Account Size | $60.6M |
| Employees | 914 |
| Peak AUM | $502.40BMar 2026 |
| AUM CAGR | +13.7% /yrover 25 yrs · 102 filings |
Total AUM
$502.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $502.4B | +9.8% | +9.0% | +4.1% | |
| Discretionary AUM | $501.4B | +9.8% | +8.9% | +4.2% | |
| Non-Disc. AUM | $1.0B | +15.1% | +15.0% | 16.4% | |
| Total Accounts | 8k | +36.7% | +17.1% | +13.5% | |
| Avg Account Size | $61M | 19.7% | 6.9% | 8.3% | |
| Employees | 914 | +0.4% | 3.3% | 1.8% | |
| AUM / Employee | $550M | +9.3% | +12.6% | +6.0% | |
Client AUM Segments | |||||
| Wealth AUM | $2.9B | +55.7% | +21.5% | +18.5% | |
| Institutional AUM | $126.5B | +11.1% | +10.5% | +5.3% | |
| Fund / Pooled AUM | $358.8B | +9.1% | +8.2% | +3.6% | |
| Other AUM | $533M | +4.0% | 0.2% | 23.3% | |
Client Count Segments | |||||
| HNW Clients | 3k | +59.3% | +29.7% | +18.2% | |
| Institutional | 339 | 8.4% | 7.4% | 0.7% | |
| Pooled / Fund | 359 | +2.3% | +0.8% | +3.5% | |
| Individuals | 495 | +88.2% | +31.8% | +19.1% | |
| Total AUM | $502.40B |
| Discretionary | $501.39B |
| Employees | 914 |
| Client Accounts | 8288 |
| Client Range | 0 |
Address
290 CONGRESS STREET
BOSTON MA 02210
Phone
800-225-2365
Filing History
102 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$501.4B
99.8% of AUM
Non-Discretionary
$1.0B
0.2% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody