| Total AUM | $500.96B |
| Discretionary | $378.68B76% of AUM |
| Non-Discretionary | $122.28B |
| Client Accounts | 1,143,145 |
| Avg Account Size | $438K |
| Employees | 16,780 |
| Peak AUM | $500.96BDec 2025 |
| AUM CAGR | +15.5% /yrover 25 yrs · 150 filings |
Total AUM
$501.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $501.0B | +15.5% | +18.4% | +15.9% | |
| Discretionary AUM | $378.7B | +15.5% | +21.3% | +16.4% | |
| Non-Disc. AUM | $122.3B | +15.4% | +10.8% | +14.3% | |
| Total Accounts | 1.1M | +6.8% | +6.5% | +8.7% | |
| Avg Account Size | $438,225.776 | +8.1% | +11.1% | +6.6% | |
| Employees | 17k | +20.1% | +12.9% | +7.6% | |
| AUM / Employee | $30M | 3.9% | +4.9% | +7.7% | |
Client AUM Segments | |||||
| Wealth AUM | $404.8B | +15.2% | +21.5% | +15.9% | |
| Institutional AUM | $94.3B | +16.5% | +17.6% | +23.4% | |
Client Count Segments | |||||
| HNW Clients | 414k | +2.6% | +1.3% | +4.4% | |
| Institutional | 18k | +0.6% | +1.0% | +9.6% | |
| Individuals | 100k | +15.8% | +24.6% | +17.7% | |
| Total AUM | $500.96B |
| Discretionary | $378.68B |
| Employees | 16780 |
| Client Accounts | 1143145 |
| Client Range | More than 500 |
Address
880 CARILLON PARKWAY
ST. PETERSBURG FL 33716
Phone
727-567-1000
Filing History
150 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$378.7B
75.6% of AUM
Non-Discretionary
$122.3B
24.4% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody