| Total AUM | $198.58B |
| Discretionary | $190.40B96% of AUM |
| Non-Discretionary | $8.17B |
| Client Accounts | 220,222 |
| Avg Account Size | $902K |
| Employees | 1,983 |
| Peak AUM | $198.58BMar 2026 |
Total AUM
$198.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $198.6B | +20.5% | +23.6% | +21.7% | |
| Discretionary AUM | $190.4B | +20.6% | +22.2% | +20.9% | |
| Non-Disc. AUM | $8.2B | +19.2% | +106.8% | +55.5% | |
| Total Accounts | 220k | +13.2% | +15.0% | +6.4% | |
| Avg Account Size | $901,712.859 | +6.4% | +7.4% | +14.3% | |
| Employees | 2k | +7.9% | +5.3% | +24.0% | |
| AUM / Employee | $100M | +11.6% | +17.4% | 1.9% | |
Client AUM Segments | |||||
| Wealth AUM | $178.9B | +23.3% | +22.7% | +28.9% | |
| Institutional AUM | $19.5B | 0.5% | +32.7% | 4.2% | |
| Fund / Pooled AUM | $181M | +18.5% | +1362.8% | — | |
Client Count Segments | |||||
| HNW Clients | 34k | +12.4% | 35.3% | 25.5% | |
| Institutional | 1k | +22.1% | 2.5% | 29.5% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | — | |
| Individuals | 29k | +14.4% | +15.2% | +29.8% | |
| Total AUM | $198.58B |
| Discretionary | $190.40B |
| Employees | 1983 |
| Client Accounts | 220222 |
| Client Range | More than 500 |
Address
200 W. MADISON ST.
CHICAGO IL 60606
Phone
312-962-3800
Filing History
271 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$190.4B
95.9% of AUM
Non-Discretionary
$8.2B
4.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody