| Total AUM | $181.86B |
| Discretionary | $148.24B82% of AUM |
| Non-Discretionary | $33.62B |
| Client Accounts | 220,585 |
| Avg Account Size | $824K |
| Employees | 1,915 |
| Peak AUM | $181.86BFeb 2026 |
| AUM CAGR | +40.9% /yrover 14 yrs · 99 filings |
Total AUM
$181.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $181.9B | +89.7% | +108.7% | +69.4% | |
| Discretionary AUM | $148.2B | +69.8% | +104.4% | +67.7% | |
| Non-Disc. AUM | $33.6B | +290.6% | +133.3% | +77.9% | |
| Total Accounts | 221k | +77.7% | +117.5% | +73.5% | |
| Avg Account Size | $824,453.159 | +6.7% | 4.1% | 2.4% | |
| Employees | 2k | +38.3% | +72.0% | +50.3% | |
| AUM / Employee | $95M | +37.2% | +21.3% | +12.7% | |
Client AUM Segments | |||||
| Wealth AUM | $156.0B | +80.2% | +112.4% | +67.8% | |
| Institutional AUM | $20.6B | +143.9% | +91.4% | +74.4% | |
| Fund / Pooled AUM | $4.5B | +425.7% | +85.6% | — | |
| Other AUM | $699M | — | +110.6% | +69.5% | |
Client Count Segments | |||||
| HNW Clients | 31k | +146.9% | +182.0% | +100.7% | |
| Institutional | 1k | +374.3% | +84.9% | +73.3% | |
| Pooled / Fund | 29 | +61.1% | +58.6% | — | |
| Individuals | 30k | +36.0% | +94.8% | +60.2% | |
| Total AUM | $181.86B |
| Discretionary | $148.24B |
| Employees | 1915 |
| Client Accounts | 220585 |
| Client Range | More than 500 |
Address
190 CARONDELET PLAZA
ST. LOUIS MO 63105
Phone
(314) 725-0455
Filing History
99 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$148.2B
81.5% of AUM
Non-Discretionary
$33.6B
18.5% of AUM
Disc. mix ▼ 9.5pp vs 1 year ago
Custody