| Total AUM | $2.20T |
| Discretionary | $2.20T100% of AUM |
| Client Accounts | 6,889 |
| Avg Account Size | $318.8M |
| Employees | 3,760 |
| Peak AUM | $2.20TMar 2026 |
| AUM CAGR | +11.5% /yrover 26 yrs · 85 filings |
Total AUM
$2.2T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2T | +25.3% | +13.4% | +3.9% | |
| Discretionary AUM | $2.2T | +25.4% | +13.4% | +3.9% | |
| Total Accounts | 7k | +46.7% | +22.1% | +14.0% | |
| Avg Account Size | $319M | 14.6% | 7.1% | 8.9% | |
| Employees | 4k | 1.4% | +0.3% | +0.1% | |
| AUM / Employee | $584M | +27.1% | +13.0% | +3.8% | |
Client AUM Segments | |||||
| Wealth AUM | $5.1B | +29.8% | +16.0% | +9.7% | |
| Institutional AUM | $194.5B | +41.9% | +16.5% | +3.9% | |
| Fund / Pooled AUM | $2.0T | +23.1% | +12.9% | +3.7% | |
| Other AUM | $16.3B | +644.0% | +91.1% | +49.9% | |
Client Count Segments | |||||
| HNW Clients | 181 | — | — | — | |
| Institutional | 538 | +2.1% | 1.5% | 5.0% | |
| Pooled / Fund | 734 | +0.8% | +4.3% | 1.3% | |
| Individuals | 680 | +24.5% | +8.7% | +6.5% | |
| Total AUM | $2.20T |
| Discretionary | $2.20T |
| Employees | 3760 |
| Client Accounts | 6889 |
Address
1307 POINT STREET
BALTIMORE MD 21231
Phone
410-345-2000
Filing History
85 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.2T
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody