EMPOWER ADVISORY GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $195.43B |
| Discretionary | $164.24B84% of AUM |
| Non-Discretionary | $31.19B |
| Client Accounts | 297,074 |
| Avg Account Size | $658K |
| Employees | 8,051 |
| Peak AUM | $195.43BMar 2026 |
| AUM CAGR | +52.0% /yrover 25 yrs · 114 filings |
AUM by Client Type
Total AUM
$195.4B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $195.4B | +22.8% | +18.9% | +24.3% | |
| Discretionary AUM | $164.2B | +20.4% | +18.1% | +21.7% | |
| Non-Disc. AUM | $31.2B | +37.5% | +23.9% | +49.4% | |
| Total Accounts | 297k | +18.5% | +8.0% | +35.1% | |
| Avg Account Size | $657,837.177 | +3.6% | +10.1% | 8.0% | |
| Employees | 8k | +879.4% | +109.6% | +78.7% | |
| AUM / Employee | $24M | 87.5% | 43.3% | 30.4% | |
Client AUM Segments | |||||
| Wealth AUM | $165.8B | +24.8% | +19.4% | +81.4% | |
| Institutional AUM | $29.7B | +12.9% | +16.4% | 11.1% | |
Client Count Segments | |||||
| HNW Clients | 273k | +21.5% | +21.6% | +40.3% | |
| Institutional | 4k | 65.0% | +17.6% | 23.0% | |
| Individuals | 21k | +32.7% | +22.7% | +118.7% | |
Key Metrics
| Total AUM | $195.43B |
| Discretionary | $164.24B |
| Employees | 8051 |
| Client Accounts | 297074 |
| Client Range | More than 500 |
Contact & Location
Address
8515 EAST ORCHARD RD 4T2
GREENWOOD VILLAGE CO 80111
Phone
866-575-4977
Filing History
114 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$164.2B
84.0% of AUM
Non-Discretionary
$31.2B
16.0% of AUM
Disc. mix ▼ 1.7pp 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
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Oct 2018
•SRO proceeding/bar
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