| Total AUM | $915.79B |
| Discretionary | $402.98B44% of AUM |
| Non-Discretionary | $512.81B |
| Client Accounts | 1,144,309 |
| Avg Account Size | $800K |
| Employees | 12,524 |
| Peak AUM | $915.79BMar 2026 |
| AUM CAGR | +10.5% /yrover 25 yrs · 115 filings |
Total AUM
$915.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $915.8B | +13.2% | +15.1% | +9.9% | |
| Discretionary AUM | $403.0B | +13.0% | +13.7% | +8.4% | |
| Non-Disc. AUM | $512.8B | +13.4% | +16.2% | +11.1% | |
| Total Accounts | 1.1M | +0.8% | +2.0% | +2.7% | |
| Avg Account Size | $800,302.312 | +12.3% | +12.8% | +7.0% | |
| Employees | 13k | 0.8% | 1.4% | 3.6% | |
| AUM / Employee | $73M | +14.2% | +16.7% | +13.9% | |
Client AUM Segments | |||||
| Wealth AUM | $761.7B | +12.1% | +15.1% | +9.5% | |
| Institutional AUM | $148.4B | +15.5% | +14.2% | +11.3% | |
| Fund / Pooled AUM | $71M | 20.2% | 27.2% | +47.4% | |
| Other AUM | $5.5B | +675.5% | +85.9% | +71.3% | |
Client Count Segments | |||||
| HNW Clients | 244k | 9.5% | 9.0% | 7.2% | |
| Institutional | 46k | 0.0% | 3.4% | +0.4% | |
| Pooled / Fund | 24 | 25.0% | 37.0% | +16.9% | |
| Individuals | 854k | +4.3% | +6.1% | +6.5% | |
| Total AUM | $915.79B |
| Discretionary | $402.98B |
| Employees | 12524 |
| Client Accounts | 1144309 |
| Client Range | More than 500 |
Address
1200 HARBOR BOULEVARD
WEEHAWKEN NJ 07086
Phone
201-352-3000
Filing History
115 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$403.0B
44.0% of AUM
Non-Discretionary
$512.8B
56.0% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody