| Total AUM | $3.67T |
| Discretionary | $3.67T100% of AUM |
| Non-Discretionary | $456.6M |
| Client Accounts | 2,835 |
| Avg Account Size | $1.29B |
| Employees | 1,968 |
| Peak AUM | $3.67TMar 2026 |
| AUM CAGR | +11.9% /yrover 25 yrs · 141 filings |
Total AUM
$3.7T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.7T | +22.6% | +17.7% | +4.6% | |
| Discretionary AUM | $3.7T | +22.6% | +17.7% | +4.7% | |
| Non-Disc. AUM | $457M | 31.8% | 26.8% | 33.9% | |
| Total Accounts | 3k | +1.5% | +0.6% | +2.7% | |
| Avg Account Size | $1.3B | +20.8% | +17.0% | +1.9% | |
| Employees | 2k | 4.6% | 14.8% | 0.7% | |
| AUM / Employee | $1.9B | +28.6% | +38.1% | +5.4% | |
Client AUM Segments | |||||
| Wealth AUM | $53.7B | +14.2% | +20.8% | +8.2% | |
| Institutional AUM | $860.2B | +10.4% | +9.3% | 0.6% | |
| Fund / Pooled AUM | $2.7T | +27.8% | +21.6% | +6.7% | |
| Other AUM | $29.6B | +19.9% | 2.1% | +9.1% | |
Client Count Segments | |||||
| HNW Clients | 6k | +188.6% | +321.2% | +136.4% | |
| Institutional | 2k | +4.9% | +8.0% | +5.3% | |
| Pooled / Fund | 1k | 1.0% | 0.7% | +0.3% | |
| Individuals | 17 | 99.5% | 13.2% | 7.4% | |
| Total AUM | $3.67T |
| Discretionary | $3.67T |
| Employees | 1968 |
| Client Accounts | 2835 |
| Client Range | 0 |
Address
650 NEWPORT CENTER DRIVE
NEWPORT BEACH CA 92660
Phone
(949) 720-6000
Filing History
141 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.7T
100.0% of AUM
Non-Discretionary
$457M
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody