DBA: PARAMETRIC PORTFOLIO ASSOCIATES
| Total AUM | $684.78B |
| Discretionary | $643.89B94% of AUM |
| Non-Discretionary | $40.89B |
| Client Accounts | 240,280 |
| Avg Account Size | $2.8M |
| Employees | 1,109 |
| Peak AUM | $684.78BMar 2026 |
| AUM CAGR | +22.4% /yrover 25 yrs · 65 filings |
Total AUM
$684.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $684.8B | +19.3% | +20.4% | +16.7% | |
| Discretionary AUM | $643.9B | +20.5% | +21.4% | +17.3% | |
| Non-Disc. AUM | $40.9B | +3.5% | +8.0% | +9.1% | |
| Total Accounts | 240k | +19.2% | +21.4% | +19.4% | |
| Avg Account Size | $3M | +0.1% | 0.8% | 2.3% | |
| Employees | 1k | +10.2% | +9.6% | +12.8% | |
| AUM / Employee | $617M | +8.2% | +9.9% | +3.4% | |
Client AUM Segments | |||||
| Wealth AUM | $383.5B | +24.8% | +26.4% | +23.2% | |
| Institutional AUM | $249.5B | +10.1% | +14.0% | +12.4% | |
| Fund / Pooled AUM | $51.8B | +28.8% | +15.0% | +4.1% | |
Client Count Segments | |||||
| HNW Clients | 151k | +11.7% | +19.7% | +18.2% | |
| Institutional | 10k | +11.9% | +17.6% | +17.6% | |
| Pooled / Fund | 211 | +12.2% | 3.6% | 1.9% | |
| Individuals | 79k | +38.0% | +25.7% | +22.3% | |
| Total AUM | $684.78B |
| Discretionary | $643.89B |
| Employees | 1109 |
| Client Accounts | 240280 |
| Client Range | 0 |
Address
800 FIFTH AVENUE
SEATTLE WA 98104
Phone
206-694-5500
Filing History
65 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$643.9B
94.0% of AUM
Non-Discretionary
$40.9B
6.0% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
Custody