| Total AUM | $5.69T |
| Discretionary | $5.69T100% of AUM |
| Client Accounts | 37,227 |
| Avg Account Size | $152.7M |
| Employees | 1,427 |
| Peak AUM | $5.69TMar 2026 |
| AUM CAGR | +27.7% /yrover 25 yrs · 119 filings |
Total AUM
$5.7T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.7T | +20.2% | +21.8% | +13.0% | |
| Discretionary AUM | $5.7T | +20.2% | +21.8% | +13.0% | |
| Total Accounts | 37k | +2.6% | +16.8% | +10.2% | |
| Avg Account Size | $153M | +17.1% | +4.2% | +2.5% | |
| Employees | 1k | +5.3% | +8.8% | +0.6% | |
| AUM / Employee | $4.0B | +14.1% | +11.9% | +12.3% | |
Client AUM Segments | |||||
| Wealth AUM | $28.2B | +10.6% | +22.6% | +10.6% | |
| Institutional AUM | $55.9B | +19.3% | +16.3% | +12.0% | |
| Fund / Pooled AUM | $5.6T | +20.2% | +21.8% | +13.0% | |
| Other AUM | $147M | 1.3% | +19.9% | +7.6% | |
Client Count Segments | |||||
| HNW Clients | 7k | 2.2% | +15.1% | — | |
| Institutional | 6 | 0.0% | 0.0% | +3.7% | |
| Pooled / Fund | 616 | +1.3% | +1.7% | +0.7% | |
| Individuals | 29k | +3.8% | +17.6% | +6.2% | |
| Total AUM | $5.69T |
| Discretionary | $5.69T |
| Employees | 1427 |
| Client Accounts | 37227 |
Address
245 SUMMER STREET
BOSTON MA 02210
Phone
617-563-7000
Filing History
119 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.7T
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody