DBA: MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
| Total AUM | $25.95B |
| Discretionary | $25.95B100% of AUM |
| Client Accounts | 2,360 |
| Avg Account Size | $11.0M |
| Employees | 21 |
| Peak AUM | $25.95BMar 2026 |
| AUM CAGR | +5.9% /yrover 25 yrs · 65 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $25.9B | +122.4% | +67.8% | +35.7% | |
| Discretionary AUM | |||||
| Total AUM | $25.95B |
| Discretionary | $25.95B |
| Employees | 21 |
| Client Accounts | 2360 |
Address
125 HIGH STREET
BOSTON MA 02110
Phone
617-235-7100
Filing History
65 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$25.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$25.9B
| $25.9B |
| +122.4% |
| +67.8% |
| +35.7% |
| Total Accounts | 2k | +69.5% | +34.8% | +22.0% |
| Avg Account Size | $11M | +31.2% | +24.5% | +11.3% |
| Employees | 21 | +5.0% | +1.6% | 0.9% |
| AUM / Employee | $1.2B | +111.9% | +65.3% | +37.0% |
Client AUM Segments | |||||
| Wealth AUM | $991M | +64.6% | +40.8% | +21.9% | |
| Institutional AUM | $412M | +32.5% | +7.9% | 8.5% | |
| Fund / Pooled AUM | $24.5B | +128.3% | +72.4% | +39.8% | |
Client Count Segments | |||||
| HNW Clients | 2k | +73.9% | +36.7% | +23.6% | |
| Institutional | 130 | +44.4% | +15.7% | +9.9% | |
| Pooled / Fund | 22 | +46.7% | +37.6% | +18.9% | |
| Individuals | 253 | +55.2% | +34.5% | +18.8% | |