DBA: EDWARD JONES
| Total AUM | $1.01T |
| Discretionary | $494.27B49% of AUM |
| Non-Discretionary | $519.33B |
| Client Accounts | 5,630,517 |
| Avg Account Size | $180K |
| Employees | 36,317 |
| Peak AUM | $1.01TMar 2026 |
| AUM CAGR | +37.9% /yrover 25 yrs · 247 filings |
Total AUM
$1.0T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0T | +22.9% | +18.4% | +14.3% | |
| Discretionary AUM | $494.3B | +44.3% | +23.6% | +15.9% | |
| Non-Disc. AUM | $519.3B | +7.7% | +14.2% | +12.9% | |
| Total Accounts | 5.6M | +10.7% | +6.9% | +8.8% | |
| Avg Account Size | $180,020.471 | +11.0% | +10.8% | +5.1% | |
| Employees | 36k | +25.2% | +7.8% | +7.4% | |
| AUM / Employee | $28M | 1.9% | +9.8% | +6.4% | |
Client AUM Segments | |||||
| Wealth AUM | $994.4B | +22.9% | +18.5% | +14.3% | |
| Institutional AUM | $14.4B | +15.8% | +16.1% | +14.2% | |
| Other AUM | $4.8B | +33.2% | +21.4% | +19.6% | |
Client Count Segments | |||||
| HNW Clients | 3.7M | +14.4% | +6.6% | +7.4% | |
| Institutional | 34k | +39.4% | +13.0% | +13.9% | |
| Individuals | 373k | 28.0% | 3.1% | +4.1% | |
| Total AUM | $1.01T |
| Discretionary | $494.27B |
| Employees | 36317 |
| Client Accounts | 5630517 |
| Client Range | More than 500 |
Address
12555 MANCHESTER RD
ST. LOUIS MO 63131
Phone
314-515-2000
Filing History
247 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$494.3B
48.8% of AUM
Non-Discretionary
$519.3B
51.2% of AUM
Disc. mix ▲ 7.2pp vs 1 year ago
Custody