| Total AUM | $390.04B |
| Discretionary | $171.74B44% of AUM |
| Non-Discretionary | $218.30B |
| Client Accounts | 1,107,860 |
| Avg Account Size | $352K |
| Employees | 9,675 |
| Peak AUM | $390.04BDec 2025 |
| AUM CAGR | +20.9% /yrover 17 yrs · 114 filings |
Total AUM
$390.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $390.0B | +13.1% | +16.7% | +14.5% | |
| Discretionary AUM | $171.7B | +15.7% | +13.2% | +13.7% | |
| Non-Disc. AUM | $218.3B | +11.1% | +19.9% | +15.1% | |
| Total Accounts | 1.1M | +7.5% | +5.9% | +8.3% | |
| Avg Account Size | $352,068.731 | +5.2% | +10.2% | +5.7% | |
| Employees | 10k | +43.8% | +14.1% | +9.3% | |
| AUM / Employee | $40M | 21.4% | +2.3% | +4.7% | |
Client AUM Segments | |||||
| Wealth AUM | $346.2B | +14.2% | +19.0% | +13.6% | |
| Institutional AUM | $43.6B | +4.8% | +3.4% | +23.6% | |
Client Count Segments | |||||
| HNW Clients | 403k | +3.7% | +1.0% | +4.5% | |
| Institutional | 14k | 0.5% | 0.8% | +10.1% | |
| Individuals | 91k | +16.0% | +23.3% | +15.7% | |
| Total AUM | $390.04B |
| Discretionary | $171.74B |
| Employees | 9675 |
| Client Accounts | 1107860 |
| Client Range | More than 500 |
Address
880 CARILLON PARKWAY
SAINT PETERSBURG FL 33716
Phone
727-567-3020
Filing History
114 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$171.7B
44.0% of AUM
Non-Discretionary
$218.3B
56.0% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
Custody