FRANKLIN ADVISERS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $509.45B |
| Discretionary | $506.50B99% of AUM |
| Non-Discretionary | $2.95B |
| Client Accounts | 25,018 |
| Avg Account Size | $20.4M |
| Employees | 384 |
| Peak AUM | $516.69BDec 2014 |
| AUM CAGR | +6.3% /yrover 25 yrs · 121 filings |
AUM by Client Type
Total AUM
$509.5B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $509.5B | +9.1% | +16.7% | +5.6% | |
| Discretionary AUM | $506.5B | +9.0% | +16.5% | +5.4% | |
| Non-Disc. AUM | $2.9B | +21.7% | +82.7% | +106.3% | |
| Total Accounts | 25k | +31.8% | +45.4% | +67.5% | |
| Avg Account Size | $20M | 17.2% | 19.7% | 37.0% | |
| Employees | 384 | 5.9% | +10.7% | +14.5% | |
| AUM / Employee | $1.3B | +15.9% | +5.4% | 7.8% | |
Client AUM Segments | |||||
| Wealth AUM | $17.9B | +39.5% | +46.5% | +83.2% | |
| Institutional AUM | $21.8B | 18.1% | +13.6% | +6.4% | |
| Fund / Pooled AUM | $466.3B | +10.1% | +16.6% | +5.6% | |
| Other AUM | $3.4B | 13.9% | +46.3% | 18.0% | |
Client Count Segments | |||||
| HNW Clients | 23k | +33.7% | +55.6% | +79.4% | |
| Institutional | 1k | +18.1% | +38.7% | +49.1% | |
| Pooled / Fund | 517 | +19.7% | +18.7% | +14.5% | |
| Individuals | 382 | +59.8% | 32.2% | +36.7% | |
Key Metrics
| Total AUM | $509.45B |
| Discretionary | $506.50B |
| Employees | 384 |
| Client Accounts | 25018 |
Contact & Location
Address
ONE FRANKLIN PARKWAY
SAN MATEO CA 94403
Phone
(650) 312-3000
Filing History
121 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$506.5B
99.4% of AUM
Non-Discretionary
$2.9B
0.6% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
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