| Total AUM | $344.62B |
| Discretionary | $120.70B35% of AUM |
| Non-Discretionary | $223.92B |
| Client Accounts | 791,528 |
| Avg Account Size | $435K |
| Employees | 2,208 |
| Peak AUM | $344.62BMar 2026 |
| AUM CAGR | +19.8% /yrover 25 yrs · 180 filings |
Total AUM
$344.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $344.6B | +14.7% | +5.0% | +4.6% | |
| Discretionary AUM | $120.7B | +12.0% | +0.5% | 15.0% | |
| Non-Disc. AUM | $223.9B | +16.2% | +7.7% | +97.1% | |
| Total Accounts | 792k | +13.3% | +7.9% | +9.0% | |
| Avg Account Size | $435,385.202 | +1.3% | 2.7% | 4.0% | |
| Employees | 2k | 0.8% | +1.3% | +3.5% | |
| AUM / Employee | $156M | +15.6% | +3.6% | +1.1% | |
Client AUM Segments | |||||
| Wealth AUM | $329.3B | +14.9% | +13.4% | +9.9% | |
| Fund / Pooled AUM | $15.3B | +11.4% | +10.4% | +11.9% | |
Client Count Segments | |||||
| HNW Clients | 711k | 4.3% | 1.6% | +1.7% | |
| Pooled / Fund | 12 | 0.0% | 0.0% | 0.0% | |
| Individuals | 80k | +8.8% | +20.6% | 29.5% | |
| Total AUM | $344.62B |
| Discretionary | $120.70B |
| Employees | 2208 |
| Client Accounts | 791528 |
| Client Range | More than 500 |
Address
100 VANGUARD BLVD
MALVERN PA 19355
Phone
610-669-1000
Filing History
180 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$120.7B
35.0% of AUM
Non-Discretionary
$223.9B
65.0% of AUM
Disc. mix ▼ 0.8pp vs 1 year ago
Custody