MANAGED ACCOUNT ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $994.99B |
| Discretionary | $994.99B100% of AUM |
| Client Accounts | 2,220,463 |
| Avg Account Size | $448K |
| Employees | 61 |
| Peak AUM | $994.99BMar 2026 |
| AUM CAGR | +69.4% /yrover 19 yrs · 203 filings |
AUM by Client Type
Total AUM
$995.0B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $995.0B | +19.9% | +19.4% | +12.8% | |
| Discretionary AUM | $995.0B | +19.9% | +19.4% | +12.8% | |
| Total Accounts | 2.2M | +9.5% | +8.3% | +9.0% | |
| Avg Account Size | $448,100.173 | +9.6% | +10.2% | +3.4% | |
| Employees | 61 | 0.0% | 1.5% | 2.3% | |
| AUM / Employee | $16.3B | +19.9% | +21.3% | +15.5% | |
Client AUM Segments | |||||
| Wealth AUM | $898.7B | +20.4% | +19.8% | +13.1% | |
| Institutional AUM | $95.9B | +15.5% | +15.6% | +9.6% | |
| Other AUM | $436M | 3.1% | +171.4% | +97.8% | |
Client Count Segments | |||||
| HNW Clients | 1.0M | +6.4% | +5.5% | +3.9% | |
| Institutional | 33k | +7.2% | +6.6% | +6.8% | |
| Individuals | 373k | +15.6% | +15.0% | +47.0% | |
Key Metrics
| Total AUM | $994.99B |
| Discretionary | $994.99B |
| Employees | 61 |
| Client Accounts | 2220463 |
Contact & Location
Address
101 HUDSON STREET
JERSEY CITY NJ 07302
Phone
201-557-0504
Filing History
203 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$995.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
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
⚠ Disclosures Reportedfirst noted Jul 2015
•SRO proceeding/bar
•Investment adviser bar/suspension
•CFTC order
Related Entities (Item 7)
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