| Total AUM | $216.43B |
| Discretionary | $211.99B98% of AUM |
| Non-Discretionary | $4.44B |
| Client Accounts | 112,627 |
| Avg Account Size | $1.9M |
| Employees | 434 |
| Peak AUM | $222.76BMar 2022 |
| AUM CAGR | +6.3% /yrover 25 yrs · 111 filings |
Total AUM
$216.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $216.4B | +9.2% | +6.5% | +0.9% | |
| Discretionary AUM | $212.0B | +11.4% | +7.2% | +1.3% | |
| Non-Disc. AUM | $4.4B | 44.0% | 13.1% | 11.2% | |
| Total Accounts | 113k | +13.1% | +15.3% | +15.5% | |
| Avg Account Size | $2M | 3.4% | 7.6% | 12.7% | |
| Employees | 434 | 2.9% | +2.4% | +0.8% | |
| AUM / Employee | $499M | +12.5% | +4.1% | +0.1% | |
Client AUM Segments | |||||
| Wealth AUM | $52.7B | +20.1% | +20.9% | +15.8% | |
| Institutional AUM | $16.5B | 22.6% | 4.6% | 5.1% | |
| Fund / Pooled AUM | $145.9B | +10.6% | +4.2% | 1.8% | |
| Other AUM | $375M | — | 11.1% | +144.6% | |
Client Count Segments | |||||
| HNW Clients | 111k | +13.2% | +13.8% | +15.7% | |
| Institutional | 847 | +4.3% | +4.0% | +5.1% | |
| Pooled / Fund | 19 | 9.5% | 3.5% | +1.1% | |
| Individuals | 726 | +2.4% | +0.0% | +2.3% | |
| Total AUM | $216.43B |
| Discretionary | $211.99B |
| Employees | 434 |
| Client Accounts | 112627 |
| Client Range | 251-500 |
Address
ONE FREEDOM VALLEY DRIVE
OAKS PA 19456
Phone
610-676-1000
Filing History
111 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$212.0B
97.9% of AUM
Non-Discretionary
$4.4B
2.1% of AUM
Disc. mix ▲ 2.0pp vs 1 year ago
Custody