| 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 | +52.2% /yrover 25 yrs · 113 filings |
Total AUM
$195.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $195.4B | +22.8% | +19.5% | +24.8% | |
| Discretionary AUM | $164.2B | +20.4% | +18.6% | +22.1% | |
| Non-Disc. AUM | $31.2B | +37.5% | +24.6% | +50.4% | |
| Total Accounts | 297k | +18.5% | +8.2% | +35.8% | |
| Avg Account Size | $657,837.177 | +3.6% | +10.4% | 8.1% | |
| Employees | 8k | +879.4% | +114.0% | +80.4% | |
| AUM / Employee | $24M | 87.5% | 44.2% | 30.8% | |
Client AUM Segments | |||||
| Wealth AUM | $165.8B | +24.8% | +20.0% | +83.1% | |
| Institutional AUM | $29.7B | +12.9% | +16.9% | 11.3% | |
Client Count Segments | |||||
| HNW Clients | 273k | +21.5% | +22.2% | +41.0% | |
| Institutional | 4k | 65.0% | +18.1% | 23.3% | |
| Individuals | 21k | +32.7% | +23.4% | +121.4% | |
| Total AUM | $195.43B |
| Discretionary | $164.24B |
| Employees | 8051 |
| Client Accounts | 297074 |
| Client Range | More than 500 |
Address
8515 EAST ORCHARD RD 4T2
GREENWOOD VILLAGE CO 80111
Phone
866-575-4977
Filing History
113 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$164.2B
84.0% of AUM
Non-Discretionary
$31.2B
16.0% of AUM
Disc. mix ▼ 1.7pp vs 1 year ago