| Total AUM | $234.86B |
| Discretionary | $161.04B69% of AUM |
| Non-Discretionary | $73.81B |
| Client Accounts | 850,797 |
| Avg Account Size | $276K |
| Employees | 8,979 |
| Peak AUM | $234.86BMar 2026 |
| AUM CAGR | +26.3% /yrover 25 yrs · 240 filings |
Total AUM
$234.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $234.9B | +17.3% | +99.6% | +62.6% | |
| Discretionary AUM | $161.0B | +21.8% | +87.2% | +57.7% | |
| Non-Disc. AUM | $73.8B | +8.4% | +145.2% | +77.8% | |
| Total Accounts | 851k | +6.7% | +78.6% | +56.8% | |
| Avg Account Size | $276,045.307 | +9.9% | +11.7% | +3.7% | |
| Employees | 9k | +3.0% | +34.3% | +19.8% | |
| AUM / Employee | $26M | +13.9% | +48.6% | +35.8% | |
Client AUM Segments | |||||
| Wealth AUM | $226.8B | +17.0% | +99.4% | +62.5% | |
| Institutional AUM | $8.1B | +24.6% | +104.4% | +66.3% | |
| Fund / Pooled AUM | $224,391 | 16.1% | — | — | |
Client Count Segments | |||||
| HNW Clients | 514k | +1.6% | +78.4% | +57.3% | |
| Institutional | 6k | 50.3% | +78.7% | +53.3% | |
| Pooled / Fund | 3 | +50.0% | — | — | |
| Individuals | 55k | 2.0% | +68.9% | +38.1% | |
| Total AUM | $234.86B |
| Discretionary | $161.04B |
| Employees | 8979 |
| Client Accounts | 850797 |
| Client Range | More than 500 |
Address
18700 N. HAYDEN ROAD
SCOTTSDALE AZ 85255
Phone
800-821-5100
Filing History
240 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$161.0B
68.6% of AUM
Non-Discretionary
$73.8B
31.4% of AUM
Disc. mix ▲ 2.6pp vs 1 year ago
Custody