| Total AUM | $819.12B |
| Discretionary | $818.32B100% of AUM |
| Non-Discretionary | $797.9M |
| Client Accounts | 2,850,994 |
| Avg Account Size | $287K |
| Employees | 41,879 |
| Peak AUM | $819.12BMar 2026 |
| AUM CAGR | +17.1% /yrover 25 yrs · 316 filings |
Total AUM
$819.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $819.1B | +32.3% | +30.6% | +24.5% | |
| Discretionary AUM | $818.3B | +32.4% | +30.6% | +24.5% | |
| Non-Disc. AUM | $798M | +27.8% | +11.5% | +3.3% | |
| Total Accounts | 2.9M | +20.3% | +19.1% | +21.6% | |
| Avg Account Size | $287,309.559 | +10.0% | +9.6% | +2.4% | |
| Employees | 42k | +10.5% | +10.1% | +11.2% | |
| AUM / Employee | $20M | +19.7% | +18.6% | +12.0% | |
Client AUM Segments | |||||
| Wealth AUM | $784.2B | +32.8% | +31.0% | +24.9% | |
| Institutional AUM | $35.0B | +22.5% | +21.2% | +17.9% | |
| Other AUM | $5M | 4.3% | +29.0% | 24.7% | |
Client Count Segments | |||||
| HNW Clients | 1.3M | +15.9% | +15.8% | +18.3% | |
| Institutional | 24k | +16.4% | +13.5% | +15.3% | |
| Individuals | 672k | +24.0% | +20.7% | +23.1% | |
| Total AUM | $819.12B |
| Discretionary | $818.32B |
| Employees | 41879 |
| Client Accounts | 2850994 |
| Client Range | More than 500 |
Address
1055 LPL WAY
FORT MILL SC 29715
Phone
704-733-3300
Filing History
316 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$818.3B
99.9% of AUM
Non-Discretionary
$798M
0.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody