| Total AUM | $1.37T |
| Discretionary | $1.32T96% of AUM |
| Non-Discretionary | $49.05B |
| Client Accounts | 2,973,512 |
| Avg Account Size | $461K |
| Employees | 17,112 |
| Peak AUM | $1.37TMar 2026 |
| AUM CAGR | +53.7% /yrover 25 yrs · 165 filings |
Total AUM
$1.4T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4T | +28.3% | +27.6% | +19.2% | |
| Discretionary AUM | $1.3T | +28.6% | +27.8% | +19.4% | |
| Non-Disc. AUM | $49.1B | +21.5% | +22.2% | +14.6% | |
| Total Accounts | 3.0M | +19.6% | +20.2% | +20.1% | |
| Avg Account Size | $460,776.794 | +7.3% | +6.2% | 0.7% | |
| Employees | 17k | +5.0% | +327.4% | +141.8% | |
| AUM / Employee | $80M | +22.2% | 70.1% | 50.7% | |
Client AUM Segments | |||||
| Wealth AUM | $561.4B | +28.0% | +22.1% | +16.5% | |
| Institutional AUM | $219.3B | +23.6% | +24.4% | +14.6% | |
| Fund / Pooled AUM | $589.4B | +30.5% | +35.5% | +24.7% | |
| Other AUM | $8M | +27.2% | +10.3% | +3.9% | |
Client Count Segments | |||||
| HNW Clients | 1.7M | +18.4% | +19.1% | +18.9% | |
| Institutional | 11k | +8.1% | +8.1% | 5.8% | |
| Pooled / Fund | 15 | +15.4% | +2.3% | +4.6% | |
| Individuals | 736k | +17.9% | +19.3% | +21.9% | |
| Total AUM | $1.37T |
| Discretionary | $1.32T |
| Employees | 17112 |
| Client Accounts | 2973512 |
| Client Range | More than 500 |
Address
155 SEAPORT BLVD
BOSTON MA 02210-2698
Phone
617-563-7000
Filing History
165 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.3T
96.4% of AUM
Non-Discretionary
$49.1B
3.6% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody