| Total AUM | $3.52T |
| Discretionary | $3.49T99% of AUM |
| Non-Discretionary | $25.04B |
| Client Accounts | 132,150 |
| Avg Account Size | $26.6M |
| Employees | 3,194 |
| Peak AUM | $3.52TMar 2026 |
| AUM CAGR | +9.4% /yrover 25 yrs · 192 filings |
Total AUM
$3.5T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.5T | +17.9% | +21.1% | +11.4% | |
| Discretionary AUM | $3.5T | +18.0% | +21.1% | +11.4% | |
| Non-Disc. AUM | $25.0B | +2.6% | +22.6% | +22.2% | |
| Total Accounts | 132k | +15.4% | +37.5% | +14.7% | |
| Avg Account Size | $27M | +2.1% | 11.9% | 2.9% | |
| Employees | 3k | +0.3% | +0.9% | +1.5% | |
| AUM / Employee | $1.1B | +17.6% | +20.1% | +9.8% | |
Client AUM Segments | |||||
| Wealth AUM | $12.8B | +172.7% | +37.1% | +32.5% | |
| Institutional AUM | $713.4B | +18.7% | +16.6% | +9.6% | |
| Fund / Pooled AUM | $2.7T | +17.2% | +22.1% | +11.8% | |
| Other AUM | $85.6B | +29.1% | +44.2% | +21.9% | |
Client Count Segments | |||||
| Institutional | 2k | +5.3% | +5.3% | +7.9% | |
| Pooled / Fund | 678 | +1.6% | +5.2% | +5.6% | |
| Individuals | 15 | +7.1% | 0.0% | +8.2% | |
| Total AUM | $3.52T |
| Discretionary | $3.49T |
| Employees | 3194 |
| Client Accounts | 132150 |
Address
270 PARK AVENUE
NEW YORK NY 10017-2014
Phone
(800) 343-1113
Filing History
192 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.5T
99.3% of AUM
Non-Discretionary
$25.0B
0.7% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody