CETERA ADVISORS LLC
CRD #10299 SEC #801-33020 GREENWOOD VILLAGE, CO 800-929-3485
SEC Registered Broker-Dealer Disclosures
Total AUM
$21.2B
Discretionary
$18.1B
Employees
1,047
Clients
--
Accounts
90,646
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $22B | $18.8B | $3.2B | 1,138 | 3,396 |
| Jan 2024 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Jan 2024 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Nov 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Oct 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Oct 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Aug 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Aug 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Jul 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Jun 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Jun 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Apr 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Mar 2023 | $21.2B | $18.1B | $3.1B | 1,047 | 3,833 |
| Mar 2023 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Jan 2023 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Jan 2023 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Jan 2023 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Nov 2022 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Nov 2022 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Sep 2022 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Jun 2022 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Jun 2022 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Mar 2022 | $24B | $20.2B | $3.9B | 1,199 | 4,118 |
| Feb 2022 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Feb 2022 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Jan 2022 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Nov 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Oct 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Oct 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Oct 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Sep 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Jul 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Jul 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Jun 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Jun 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| May 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| May 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| May 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Apr 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Mar 2021 | $18.4B | $15.1B | $3.3B | 1,178 | 3,075 |
| Mar 2021 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jan 2021 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Dec 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Dec 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Dec 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Nov 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Nov 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Sep 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jul 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jul 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jul 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jul 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jul 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jun 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jun 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jun 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jun 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jun 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| May 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| May 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Apr 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Mar 2020 | $15.1B | $12.1B | $2.9B | 1,164 | 3,207 |
| Jan 2020 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Jan 2020 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Jan 2020 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Dec 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Oct 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Sep 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Sep 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Aug 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Aug 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Jul 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Jun 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Jun 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| May 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Apr 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Apr 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Apr 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Mar 2019 | $12.2B | $9.8B | $2.4B | 1,066 | 2,366 |
| Dec 2018 | $13.6B | $10.8B | $2.7B | 1,163 | 1,309 |
| Dec 2018 | $13.6B | $10.8B | $2.7B | 1,163 | 1,309 |
| Jul 2018 | $13.6B | $10.8B | $2.7B | 1,163 | 1,309 |
| Jun 2018 | $13.6B | $10.8B | $2.7B | 1,163 | 1,309 |
| Jun 2018 | $13.6B | $10.8B | $2.7B | 1,163 | 1,309 |
| Jun 2018 | $13.6B | $10.8B | $2.7B | 1,163 | 1,309 |
| May 2018 | $13.6B | $10.8B | $2.7B | 1,163 | 1,309 |
| Mar 2018 | $13.6B | $10.8B | $2.7B | 1,163 | 1,309 |
| Jan 2018 | $11B | $7.3B | $3.7B | 1,194 | 0 |
| Aug 2017 | $11B | $7.3B | $3.7B | 1,194 | 51,300 |
| Jun 2017 | $11B | $7.3B | $3.7B | 1,194 | 51,300 |
| May 2017 | $11B | $7.3B | $3.7B | 1,194 | 51,300 |
| Apr 2017 | $11B | $7.3B | $3.7B | 1,194 | 51,300 |
| Mar 2017 | $11B | $7.3B | $3.7B | 1,194 | 51,300 |
| Nov 2016 | $9.4B | $5.5B | $3.9B | 1,022 | 47,300 |
| Jun 2016 | $9.4B | $5.5B | $3.9B | 1,022 | 47,300 |
| Mar 2016 | $9.4B | $5.5B | $3.9B | 1,022 | 47,300 |
| Feb 2016 | $9.2B | $5.4B | $3.8B | 1,244 | 45,000 |
| Dec 2015 | $9.2B | $5.4B | $3.8B | 1,244 | 45,000 |
| Nov 2015 | $9.2B | $5.4B | $3.8B | 1,244 | 45,000 |
| Aug 2015 | $9.2B | $5.4B | $3.8B | 1,244 | 45,000 |
| Jun 2015 | $9.2B | $5.4B | $3.8B | 1,244 | 45,000 |
| Apr 2015 | $9.2B | $5.4B | $3.8B | 1,244 | 45,000 |
| Oct 2014 | $7.8B | $4.2B | $3.6B | 1,285 | 35,638 |
| Oct 2014 | $7.8B | $4.2B | $3.6B | 1,285 | 35,638 |
| Oct 2014 | $7.8B | $4.2B | $3.6B | 1,285 | 35,638 |
| Jul 2014 | $7.8B | $4.2B | $3.6B | 1,285 | 35,638 |
| Jun 2014 | $7.8B | $4.2B | $3.6B | 1,285 | 35,638 |
| May 2014 | $7.8B | $4.2B | $3.6B | 1,285 | 35,638 |
| Apr 2014 | $7.8B | $4.2B | $3.6B | 1,285 | 35,638 |
| Mar 2014 | $7.8B | $4.2B | $3.6B | 1,285 | 35,638 |
| Feb 2014 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Oct 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Oct 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Oct 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Aug 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Aug 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Aug 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Jul 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Jul 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Jun 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| May 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Apr 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Apr 2013 | $5.9B | $3B | $2.9B | 919 | 29,800 |
| Mar 2013 | $5.8B | $2.8B | $3B | 863 | 16,100 |
| Feb 2013 | $5.8B | $2.8B | $3B | 863 | 16,100 |
| Feb 2013 | $5.8B | $2.8B | $3B | 863 | 16,100 |
| Jan 2013 | $5.8B | $2.8B | $3B | 863 | 16,100 |
| Oct 2012 | $5.8B | $2.8B | $3B | 501 | 16,100 |
| May 2012 | $3.4B | $1.7B | $1.7B | 501 | 16,100 |
| Apr 2012 | $3.4B | $1.7B | $1.7B | 501 | 16,100 |
| Apr 2012 | $3.4B | $1.7B | $1.7B | 501 | 16,100 |
| Apr 2012 | $3.4B | $1.7B | $1.7B | 501 | 16,100 |
| Mar 2012 | $3.4B | $1.7B | $1.7B | 501 | 16,100 |
| Mar 2012 | $3.4B | $1.7B | $1.7B | 501 | 16,100 |
| Mar 2011 | $3.3B | $1.2B | $2.1B | 501 | -- |
| Jan 2011 | $2.7B | $777.7M | $1.9B | 501 | -- |
| Dec 2010 | $2.7B | $777.7M | $1.9B | 501 | -- |
| Sep 2010 | $2.7B | $777.7M | $1.9B | 501 | -- |
| Mar 2010 | $2.7B | $777.7M | $1.9B | 501 | -- |
| Mar 2010 | $2.2B | $471.1M | $1.8B | 501 | -- |
| Mar 2010 | $2.2B | $471.1M | $1.8B | 501 | -- |
| Oct 2009 | $2.2B | $471.1M | $1.8B | 501 | -- |
| May 2009 | $2.2B | $471.1M | $1.8B | 501 | -- |
| Apr 2009 | $2.2B | $471.1M | $1.8B | 501 | -- |
| Apr 2009 | $2.2B | $471.1M | $1.8B | 501 | -- |
| Mar 2009 | $2.2B | $471.1M | $1.8B | 501 | -- |
| Feb 2009 | $3B | $496.5M | $2.5B | 501 | -- |
| Jan 2008 | $2.4B | $253.5M | $2.1B | 501 | -- |
| Dec 2007 | $2.4B | $253.5M | $2.1B | 501 | -- |
| Nov 2007 | $2.4B | $253.5M | $2.1B | 501 | -- |
| Oct 2007 | $2.4B | $253.5M | $2.1B | 501 | -- |
| Oct 2007 | $2.4B | $253.5M | $2.1B | 501 | -- |
| May 2007 | $2.4B | $253.5M | $2.1B | 501 | -- |
| Mar 2007 | $1.4B | $262.1M | $1.2B | 51 | -- |
| Mar 2007 | $1.4B | $262.1M | $1.2B | 51 | -- |
| Feb 2007 | $1.4B | $262.1M | $1.2B | 51 | -- |
| Dec 2005 | $1.4B | $262.1M | $1.2B | 51 | -- |
| Nov 2005 | $1.4B | $262.1M | $1.2B | 51 | -- |
| Dec 2004 | $929M | $929M | $0 | 51 | -- |
| Jul 2004 | $929M | $929M | $0 | 51 | -- |
| Jul 2004 | $929M | $929M | $0 | 51 | -- |
| Jul 2004 | $929M | $929M | $0 | 51 | -- |
| Apr 2004 | $216.5M | $216.5M | $0 | 51 | -- |
| Jan 2004 | $216.5M | $216.5M | $0 | 51 | -- |
| Jan 2004 | $216.5M | $216.5M | $0 | 51 | -- |
| Jan 2004 | $216.5M | $216.5M | $0 | 51 | -- |
| Nov 2003 | $216.5M | $216.5M | $0 | 51 | -- |
| Nov 2003 | $216.5M | $216.5M | $0 | 51 | -- |
| Apr 2002 | $400M | $200M | $200M | 51 | -- |
| Apr 2002 | $400M | $200M | $200M | 51 | -- |
| Mar 2002 | $400M | $200M | $200M | 51 | -- |
| Nov 2001 | $400M | $200M | $200M | 51 | -- |
| Nov 2001 | $400M | $200M | $200M | 51 | -- |
| Sep 2001 | $400M | $200M | $200M | 51 | -- |
| Sep 2001 | $400M | $200M | $200M | 51 | -- |
| Sep 2001 | $400M | $200M | $200M | 51 | -- |
| Aug 2001 | $400M | $200M | $200M | 51 | -- |
| Jul 2001 | $400M | $200M | $200M | 51 | -- |
| May 2001 | $400M | $200M | $200M | 51 | -- |
DateMar 2024
Total AUM$22B
Discretionary$18.8B
Non-Disc.$3.2B
Employees1,138
Clients3,396
DateJan 2024
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateJan 2024
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateNov 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateOct 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateOct 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateAug 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateAug 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateJul 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateJun 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateJun 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateApr 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateMar 2023
Total AUM$21.2B
Discretionary$18.1B
Non-Disc.$3.1B
Employees1,047
Clients3,833
DateMar 2023
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateJan 2023
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateJan 2023
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateJan 2023
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateNov 2022
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateNov 2022
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateSep 2022
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateJun 2022
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateJun 2022
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateMar 2022
Total AUM$24B
Discretionary$20.2B
Non-Disc.$3.9B
Employees1,199
Clients4,118
DateFeb 2022
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateFeb 2022
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateJan 2022
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateNov 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateOct 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateOct 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateOct 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateSep 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateJul 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateJul 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateJun 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateJun 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateMay 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateMay 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateMay 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateApr 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateMar 2021
Total AUM$18.4B
Discretionary$15.1B
Non-Disc.$3.3B
Employees1,178
Clients3,075
DateMar 2021
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJan 2021
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateDec 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateDec 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateDec 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateNov 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateNov 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateSep 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJul 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJul 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJul 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJul 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJul 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJun 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJun 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJun 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJun 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJun 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateMay 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateMay 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateApr 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateMar 2020
Total AUM$15.1B
Discretionary$12.1B
Non-Disc.$2.9B
Employees1,164
Clients3,207
DateJan 2020
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateJan 2020
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateJan 2020
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateDec 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateOct 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateSep 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateSep 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateAug 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateAug 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateJul 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateJun 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateJun 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateMay 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateApr 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateApr 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateApr 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateMar 2019
Total AUM$12.2B
Discretionary$9.8B
Non-Disc.$2.4B
Employees1,066
Clients2,366
DateDec 2018
Total AUM$13.6B
Discretionary$10.8B
Non-Disc.$2.7B
Employees1,163
Clients1,309
DateDec 2018
Total AUM$13.6B
Discretionary$10.8B
Non-Disc.$2.7B
Employees1,163
Clients1,309
DateJul 2018
Total AUM$13.6B
Discretionary$10.8B
Non-Disc.$2.7B
Employees1,163
Clients1,309
DateJun 2018
Total AUM$13.6B
Discretionary$10.8B
Non-Disc.$2.7B
Employees1,163
Clients1,309
DateJun 2018
Total AUM$13.6B
Discretionary$10.8B
Non-Disc.$2.7B
Employees1,163
Clients1,309
DateJun 2018
Total AUM$13.6B
Discretionary$10.8B
Non-Disc.$2.7B
Employees1,163
Clients1,309
DateMay 2018
Total AUM$13.6B
Discretionary$10.8B
Non-Disc.$2.7B
Employees1,163
Clients1,309
DateMar 2018
Total AUM$13.6B
Discretionary$10.8B
Non-Disc.$2.7B
Employees1,163
Clients1,309
DateJan 2018
Total AUM$11B
Discretionary$7.3B
Non-Disc.$3.7B
Employees1,194
Clients0
DateAug 2017
Total AUM$11B
Discretionary$7.3B
Non-Disc.$3.7B
Employees1,194
Clients51,300
DateJun 2017
Total AUM$11B
Discretionary$7.3B
Non-Disc.$3.7B
Employees1,194
Clients51,300
DateMay 2017
Total AUM$11B
Discretionary$7.3B
Non-Disc.$3.7B
Employees1,194
Clients51,300
DateApr 2017
Total AUM$11B
Discretionary$7.3B
Non-Disc.$3.7B
Employees1,194
Clients51,300
DateMar 2017
Total AUM$11B
Discretionary$7.3B
Non-Disc.$3.7B
Employees1,194
Clients51,300
DateNov 2016
Total AUM$9.4B
Discretionary$5.5B
Non-Disc.$3.9B
Employees1,022
Clients47,300
DateJun 2016
Total AUM$9.4B
Discretionary$5.5B
Non-Disc.$3.9B
Employees1,022
Clients47,300
DateMar 2016
Total AUM$9.4B
Discretionary$5.5B
Non-Disc.$3.9B
Employees1,022
Clients47,300
DateFeb 2016
Total AUM$9.2B
Discretionary$5.4B
Non-Disc.$3.8B
Employees1,244
Clients45,000
DateDec 2015
Total AUM$9.2B
Discretionary$5.4B
Non-Disc.$3.8B
Employees1,244
Clients45,000
DateNov 2015
Total AUM$9.2B
Discretionary$5.4B
Non-Disc.$3.8B
Employees1,244
Clients45,000
DateAug 2015
Total AUM$9.2B
Discretionary$5.4B
Non-Disc.$3.8B
Employees1,244
Clients45,000
DateJun 2015
Total AUM$9.2B
Discretionary$5.4B
Non-Disc.$3.8B
Employees1,244
Clients45,000
DateApr 2015
Total AUM$9.2B
Discretionary$5.4B
Non-Disc.$3.8B
Employees1,244
Clients45,000
DateOct 2014
Total AUM$7.8B
Discretionary$4.2B
Non-Disc.$3.6B
Employees1,285
Clients35,638
DateOct 2014
Total AUM$7.8B
Discretionary$4.2B
Non-Disc.$3.6B
Employees1,285
Clients35,638
DateOct 2014
Total AUM$7.8B
Discretionary$4.2B
Non-Disc.$3.6B
Employees1,285
Clients35,638
DateJul 2014
Total AUM$7.8B
Discretionary$4.2B
Non-Disc.$3.6B
Employees1,285
Clients35,638
DateJun 2014
Total AUM$7.8B
Discretionary$4.2B
Non-Disc.$3.6B
Employees1,285
Clients35,638
DateMay 2014
Total AUM$7.8B
Discretionary$4.2B
Non-Disc.$3.6B
Employees1,285
Clients35,638
DateApr 2014
Total AUM$7.8B
Discretionary$4.2B
Non-Disc.$3.6B
Employees1,285
Clients35,638
DateMar 2014
Total AUM$7.8B
Discretionary$4.2B
Non-Disc.$3.6B
Employees1,285
Clients35,638
DateFeb 2014
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateOct 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateOct 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateOct 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateAug 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateAug 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateAug 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateJul 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateJul 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateJun 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateMay 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateApr 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateApr 2013
Total AUM$5.9B
Discretionary$3B
Non-Disc.$2.9B
Employees919
Clients29,800
DateMar 2013
Total AUM$5.8B
Discretionary$2.8B
Non-Disc.$3B
Employees863
Clients16,100
DateFeb 2013
Total AUM$5.8B
Discretionary$2.8B
Non-Disc.$3B
Employees863
Clients16,100
DateFeb 2013
Total AUM$5.8B
Discretionary$2.8B
Non-Disc.$3B
Employees863
Clients16,100
DateJan 2013
Total AUM$5.8B
Discretionary$2.8B
Non-Disc.$3B
Employees863
Clients16,100
DateOct 2012
Total AUM$5.8B
Discretionary$2.8B
Non-Disc.$3B
Employees501
Clients16,100
DateMay 2012
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees501
Clients16,100
DateApr 2012
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees501
Clients16,100
DateApr 2012
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees501
Clients16,100
DateApr 2012
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees501
Clients16,100
DateMar 2012
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees501
Clients16,100
DateMar 2012
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees501
Clients16,100
DateMar 2011
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2.1B
Employees501
Clients--
DateJan 2011
Total AUM$2.7B
Discretionary$777.7M
Non-Disc.$1.9B
Employees501
Clients--
DateDec 2010
Total AUM$2.7B
Discretionary$777.7M
Non-Disc.$1.9B
Employees501
Clients--
DateSep 2010
Total AUM$2.7B
Discretionary$777.7M
Non-Disc.$1.9B
Employees501
Clients--
DateMar 2010
Total AUM$2.7B
Discretionary$777.7M
Non-Disc.$1.9B
Employees501
Clients--
DateMar 2010
Total AUM$2.2B
Discretionary$471.1M
Non-Disc.$1.8B
Employees501
Clients--
DateMar 2010
Total AUM$2.2B
Discretionary$471.1M
Non-Disc.$1.8B
Employees501
Clients--
DateOct 2009
Total AUM$2.2B
Discretionary$471.1M
Non-Disc.$1.8B
Employees501
Clients--
DateMay 2009
Total AUM$2.2B
Discretionary$471.1M
Non-Disc.$1.8B
Employees501
Clients--
DateApr 2009
Total AUM$2.2B
Discretionary$471.1M
Non-Disc.$1.8B
Employees501
Clients--
DateApr 2009
Total AUM$2.2B
Discretionary$471.1M
Non-Disc.$1.8B
Employees501
Clients--
DateMar 2009
Total AUM$2.2B
Discretionary$471.1M
Non-Disc.$1.8B
Employees501
Clients--
DateFeb 2009
Total AUM$3B
Discretionary$496.5M
Non-Disc.$2.5B
Employees501
Clients--
DateJan 2008
Total AUM$2.4B
Discretionary$253.5M
Non-Disc.$2.1B
Employees501
Clients--
DateDec 2007
Total AUM$2.4B
Discretionary$253.5M
Non-Disc.$2.1B
Employees501
Clients--
DateNov 2007
Total AUM$2.4B
Discretionary$253.5M
Non-Disc.$2.1B
Employees501
Clients--
DateOct 2007
Total AUM$2.4B
Discretionary$253.5M
Non-Disc.$2.1B
Employees501
Clients--
DateOct 2007
Total AUM$2.4B
Discretionary$253.5M
Non-Disc.$2.1B
Employees501
Clients--
DateMay 2007
Total AUM$2.4B
Discretionary$253.5M
Non-Disc.$2.1B
Employees501
Clients--
DateMar 2007
Total AUM$1.4B
Discretionary$262.1M
Non-Disc.$1.2B
Employees51
Clients--
DateMar 2007
Total AUM$1.4B
Discretionary$262.1M
Non-Disc.$1.2B
Employees51
Clients--
DateFeb 2007
Total AUM$1.4B
Discretionary$262.1M
Non-Disc.$1.2B
Employees51
Clients--
DateDec 2005
Total AUM$1.4B
Discretionary$262.1M
Non-Disc.$1.2B
Employees51
Clients--
DateNov 2005
Total AUM$1.4B
Discretionary$262.1M
Non-Disc.$1.2B
Employees51
Clients--
DateDec 2004
Total AUM$929M
Discretionary$929M
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$929M
Discretionary$929M
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$929M
Discretionary$929M
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$929M
Discretionary$929M
Non-Disc.$0
Employees51
Clients--
DateApr 2004
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees51
Clients--
DateJan 2004
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees51
Clients--
DateJan 2004
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees51
Clients--
DateJan 2004
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees51
Clients--
DateNov 2003
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees51
Clients--
DateNov 2003
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees51
Clients--
DateApr 2002
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateApr 2002
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateMar 2002
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateNov 2001
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateNov 2001
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateSep 2001
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateSep 2001
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateSep 2001
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateAug 2001
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateJul 2001
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--
DateMay 2001
Total AUM$400M
Discretionary$200M
Non-Disc.$200M
Employees51
Clients--