| Total AUM | $310.43B |
| Discretionary | $235.35B76% of AUM |
| Non-Discretionary | $75.08B |
| Client Accounts | 511,871 |
| Avg Account Size | $606K |
| Employees | 8,781 |
| Peak AUM | $310.43BJan 2026 |
| AUM CAGR | +17.9% /yrover 25 yrs · 332 filings |
Total AUM
$310.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $310.4B | +19.4% | +19.2% | +16.5% | |
| Discretionary AUM | $235.3B | +19.5% | +21.0% | +18.4% | |
| Non-Disc. AUM | $75.1B | +19.2% | +14.1% | +11.4% | |
| Total Accounts | 512k | +7.2% | +6.6% | +8.0% | |
| Avg Account Size | $606,459.379 | +11.4% | +11.8% | +7.9% | |
| Employees | 9k | +3.6% | +2.8% | +2.3% | |
| AUM / Employee | $35M | +15.3% | +16.0% | +13.9% | |
Client AUM Segments | |||||
| Wealth AUM | $280.7B | +20.3% | +19.9% | +17.2% | |
| Institutional AUM | $29.0B | +11.8% | +12.7% | +11.0% | |
| Fund / Pooled AUM | $652M | +13.1% | +14.0% | +10.7% | |
Client Count Segments | |||||
| HNW Clients | 264k | 3.7% | +2.3% | +6.2% | |
| Institutional | 8k | 1.6% | +4.1% | +6.3% | |
| Pooled / Fund | 17 | 5.6% | 0.0% | 0.0% | |
| Individuals | 12k | +5.1% | +15.4% | +24.0% | |
| Total AUM | $310.43B |
| Discretionary | $235.35B |
| Employees | 8781 |
| Client Accounts | 511871 |
| Client Range | 51-100 |
Address
200 VESEY ST.
NEW YORK NY 10281
Phone
212-858-7000
Filing History
332 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$235.3B
75.8% of AUM
Non-Discretionary
$75.1B
24.2% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody