| Total AUM | $394.07B |
| Discretionary | $289.49B73% of AUM |
| Non-Discretionary | $104.58B |
| Client Accounts | 367,123 |
| Avg Account Size | $1.1M |
| Employees | 4,322 |
| Peak AUM | $394.07BMar 2026 |
| AUM CAGR | +16.5% /yrover 25 yrs · 120 filings |
Total AUM
$394.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $394.1B | +15.2% | +16.2% | +11.0% | |
| Discretionary AUM | $289.5B | +15.7% | +17.3% | +10.6% | |
| Non-Disc. AUM | $104.6B | +13.9% | +13.5% | +12.3% | |
| Total Accounts | 367k | +4.7% | +5.0% | +9.1% | |
| Avg Account Size | $1M | +10.0% | +10.7% | +1.8% | |
| Employees | 4k | +3.5% | +2.0% | +3.6% | |
| AUM / Employee | $91M | +11.3% | +14.0% | +7.1% | |
Client AUM Segments | |||||
| Wealth AUM | $168.4B | +13.8% | +15.3% | +13.0% | |
| Institutional AUM | $61.8B | +12.1% | +12.2% | +7.4% | |
| Fund / Pooled AUM | $159.2B | +17.7% | +19.4% | +11.0% | |
| Other AUM | $4.2B | +26.8% | +8.4% | +1.2% | |
Client Count Segments | |||||
| HNW Clients | 154k | +0.9% | +2.7% | +7.5% | |
| Institutional | 5k | +3.0% | +3.5% | +6.1% | |
| Pooled / Fund | 26 | 10.3% | +1.3% | 0.7% | |
| Individuals | 82k | +16.0% | +18.1% | +15.1% | |
| Total AUM | $394.07B |
| Discretionary | $289.49B |
| Employees | 4322 |
| Client Accounts | 367123 |
| Client Range | More than 500 |
Address
777 E. WISCONSIN AVENUE
MILWAUKEE WI 53202-5391
Phone
414-765-3500
Filing History
120 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$289.5B
73.5% of AUM
Non-Discretionary
$104.6B
26.5% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody