| Total AUM | $309.24B |
| Discretionary | $232.69B75% of AUM |
| Non-Discretionary | $76.55B |
| Client Accounts | 6,316 |
| Avg Account Size | $49.0M |
| Employees | 542 |
| Peak AUM | $309.24BMar 2026 |
| AUM CAGR | +13.3% /yrover 25 yrs · 71 filings |
Total AUM
$309.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $309.2B | +20.6% | +17.0% | +12.3% | |
| Discretionary AUM | $232.7B | +22.5% | +18.8% | +14.3% | |
| Non-Disc. AUM | $76.6B | +15.2% | +12.3% | +7.3% | |
| Total Accounts | 6k | +25.5% | +25.4% | +13.6% | |
| Avg Account Size | $49M | 3.9% | 6.7% | 1.1% | |
| Employees | 542 | +4.2% | 5.1% | 0.6% | |
| AUM / Employee | $571M | +15.7% | +23.3% | +13.0% | |
Client AUM Segments | |||||
| Wealth AUM | $5.0B | +79.5% | +124.0% | +55.4% | |
| Institutional AUM | $1.7B | +65.0% | +495.0% | +127.9% | |
| Fund / Pooled AUM | $302.6B | +19.8% | +16.3% | +11.9% | |
Client Count Segments | |||||
| HNW Clients | 934 | 21.0% | 8.4% | 7.8% | |
| Institutional | 170 | +15.6% | +270.5% | +93.1% | |
| Pooled / Fund | 2k | +3.8% | +1.7% | +1.5% | |
| Individuals | 3k | +48.7% | +922.6% | — | |
| Total AUM | $309.24B |
| Discretionary | $232.69B |
| Employees | 542 |
| Client Accounts | 6316 |
Address
120 E. LIBERTY DRIVE
WHEATON IL 60187
Phone
630-765-8000
Filing History
71 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$232.7B
75.2% of AUM
Non-Discretionary
$76.6B
24.8% of AUM
Disc. mix ▲ 1.2pp vs 1 year ago