| Total AUM | $197.53B |
| Discretionary | $126.84B64% of AUM |
| Non-Discretionary | $70.69B |
| Client Accounts | 394,160 |
| Avg Account Size | $501K |
| Employees | 6,478 |
| Peak AUM | $197.53BMar 2026 |
| AUM CAGR | +24.2% /yrover 26 yrs · 546 filings |
Total AUM
$197.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $197.5B | +15.4% | +14.2% | +10.9% | |
| Discretionary AUM | $126.8B | +17.7% | +15.8% | +12.7% | |
| Non-Disc. AUM | $70.7B | +11.4% | +11.6% | +8.0% | |
| Total Accounts | 394k | +7.0% | +5.6% | +7.1% | |
| Avg Account Size | $501,147.335 | +7.8% | +8.2% | +3.5% | |
| Employees | 6k | +0.2% | 1.3% | +0.4% | |
| AUM / Employee | $30M | +15.1% | +15.7% | +10.5% | |
Client AUM Segments | |||||
| Wealth AUM | $178.4B | +16.4% | +15.5% | +11.6% | |
| Institutional AUM | $16.0B | +7.9% | +7.6% | +5.6% | |
| Fund / Pooled AUM | $367M | +11.0% | 3.2% | 19.7% | |
| Other AUM | $2M | +54.5% | 4.2% | +9.2% | |
Client Count Segments | |||||
| HNW Clients | 157k | +2.5% | +1.6% | +4.3% | |
| Institutional | 5k | +2.6% | +0.4% | +2.1% | |
| Pooled / Fund | 22 | 0.0% | +1.6% | +1.9% | |
| Individuals | 74k | +15.6% | +14.6% | +11.8% | |
| Total AUM | $197.53B |
| Discretionary | $126.84B |
| Employees | 6478 |
| Client Accounts | 394160 |
| Client Range | 11-25 |
Address
501 N BROADWAY
ST LOUIS MO 63102
Phone
314-342-2000
Filing History
546 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$126.8B
64.2% of AUM
Non-Discretionary
$70.7B
35.8% of AUM
Disc. mix ▲ 1.3pp vs 1 year ago
Custody