STRATEGIC ADVISERS LLC
CRD #104555 SEC #801-13243 BOSTON, MA 617-563-7000
SEC Registered Disclosures
Total AUM
$1.1T
Discretionary
$1T
Employees
16,291
Clients
--
Accounts
2,486,631
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1T | $1T | $40.4B | 16,291 | 14,650 |
| Nov 2025 | $1.1T | $1T | $40.4B | 16,291 | 14,650 |
| Sep 2025 | $1.1T | $1T | $40.4B | 16,291 | 14,650 |
| May 2025 | $1.1T | $1T | $40.4B | 16,291 | 14,650 |
| Apr 2025 | $1.1T | $1T | $40.4B | 16,291 | 14,650 |
| Apr 2025 | $1.1T | $1T | $40.4B | 16,291 | 14,650 |
| Mar 2025 | $1.1T | $1T | $40.4B | 16,291 | 14,650 |
| Dec 2024 | $824.7B | $792.6B | $32.1B | 269 | 3 |
| Oct 2024 | $824.7B | $792.6B | $32.1B | 269 | 3 |
| Jun 2024 | $824.7B | $792.6B | $32.1B | 269 | 3 |
| Mar 2024 | $824.7B | $792.6B | $32.1B | 269 | 3 |
| Nov 2023 | $659.6B | $632.7B | $26.9B | 219 | 3 |
| Aug 2023 | $659.6B | $632.7B | $26.9B | 219 | 3 |
| Jun 2023 | $659.6B | $632.7B | $26.9B | 219 | 3 |
| May 2023 | $659.6B | $632.7B | $26.9B | 219 | 3 |
| Mar 2023 | $659.6B | $632.7B | $26.9B | 219 | 3 |
| Feb 2023 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Feb 2023 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Jan 2023 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Jan 2023 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Dec 2022 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Nov 2022 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Sep 2022 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Jul 2022 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Mar 2022 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Mar 2022 | $737.3B | $705.1B | $32.2B | 235 | 3 |
| Feb 2022 | $568.3B | $543.4B | $24.9B | 207 | 2 |
| Jan 2022 | $568.3B | $543.4B | $24.9B | 207 | 2 |
| Jan 2022 | $568.3B | $543.4B | $24.9B | 207 | 2 |
| Dec 2021 | $568.3B | $543.4B | $24.9B | 207 | 2 |
| Jul 2021 | $568.3B | $543.4B | $24.9B | 207 | 2 |
| Mar 2021 | $568.3B | $543.4B | $24.9B | 207 | 2 |
| Jan 2021 | $456.7B | $436.7B | $20.1B | 195 | 2 |
| Jan 2021 | $456.7B | $436.7B | $20.1B | 195 | 2 |
| Jan 2021 | $456.7B | $436.7B | $20.1B | 195 | 2 |
| Oct 2020 | $456.7B | $436.7B | $20.1B | 195 | 2 |
| Jun 2020 | $456.7B | $436.7B | $20.1B | 195 | 2 |
| Mar 2020 | $456.7B | $436.7B | $20.1B | 195 | 2 |
| Jan 2020 | $344.1B | $328.3B | $15.8B | 164 | 2 |
| Aug 2019 | $344.1B | $328.3B | $15.8B | 164 | 2 |
| Jul 2019 | $344.1B | $328.3B | $15.8B | 164 | 2 |
| Jun 2019 | $344.1B | $328.3B | $15.8B | 164 | 2 |
| May 2019 | $344.1B | $328.3B | $15.8B | 164 | 2 |
| Mar 2019 | $344.1B | $328.3B | $15.8B | 164 | 2 |
| Mar 2019 | $340.4B | $324.9B | $15.6B | 159 | 97 |
| Dec 2018 | $340.4B | $324.9B | $15.6B | 159 | 97 |
| Oct 2018 | $340.4B | $324.9B | $15.6B | 159 | 97 |
| Aug 2018 | $340.4B | $324.9B | $15.6B | 159 | 97 |
| Jul 2018 | $340.4B | $324.9B | $15.6B | 159 | 97 |
| Jun 2018 | $340.4B | $324.9B | $15.6B | 159 | 97 |
| Apr 2018 | $340.4B | $324.9B | $15.6B | 159 | 97 |
| Mar 2018 | $340.4B | $324.9B | $15.6B | 159 | 97 |
| Jan 2018 | $254B | $242.1B | $11.9B | 186 | 102 |
| Dec 2017 | $254B | $242.1B | $11.9B | 186 | 102 |
| Nov 2017 | $254B | $242.1B | $11.9B | 186 | 102 |
| Sep 2017 | $254B | $242.1B | $11.9B | 186 | 688,700 |
| Aug 2017 | $254B | $242.1B | $11.9B | 186 | 688,700 |
| Mar 2017 | $254B | $242.1B | $11.9B | 186 | 688,700 |
| Mar 2017 | $254B | $242.1B | $11.9B | 186 | 688,700 |
| Jan 2017 | $236.4B | $226.6B | $9.8B | 272 | 619,100 |
| Nov 2016 | $236.4B | $226.6B | $9.8B | 272 | 619,100 |
| Nov 2016 | $236.4B | $226.6B | $9.8B | 272 | 619,100 |
| Sep 2016 | $236.4B | $226.6B | $9.8B | 272 | 619,100 |
| Jun 2016 | $236.4B | $226.6B | $9.8B | 272 | 619,100 |
| Apr 2016 | $236.4B | $226.6B | $9.8B | 272 | 619,100 |
| Mar 2016 | $236.4B | $226.6B | $9.8B | 272 | 619,100 |
| Dec 2015 | $223.3B | $214.4B | $8.9B | 222 | 603,900 |
| Oct 2015 | $223.3B | $214.4B | $8.9B | 222 | 603,900 |
| Oct 2015 | $427.6B | $418.2B | $9.4B | 222 | 554,200 |
| Jul 2015 | $427.6B | $418.2B | $9.4B | 222 | 554,200 |
| Jul 2015 | $427.6B | $418.2B | $9.4B | 222 | 554,200 |
| Jun 2015 | $427.6B | $418.2B | $9.4B | 222 | 554,200 |
| Mar 2015 | $427.6B | $418.2B | $9.4B | 222 | 554,200 |
| Feb 2015 | $388.7B | $380.6B | $8B | 232 | 474,500 |
| Jan 2015 | $388.7B | $380.6B | $8B | 232 | 474,500 |
| Nov 2014 | $388.7B | $380.6B | $8B | 232 | 474,500 |
| Nov 2014 | $388.7B | $380.6B | $8B | 232 | 474,500 |
| Oct 2014 | $388.7B | $380.6B | $8B | 232 | 474,500 |
| Sep 2014 | $388.7B | $380.6B | $8B | 232 | 474,500 |
| May 2014 | $388.7B | $380.6B | $8B | 232 | 474,500 |
| Apr 2014 | $388.7B | $380.6B | $8B | 232 | 474,500 |
| Mar 2014 | $388.7B | $380.6B | $8B | 232 | 474,500 |
| Mar 2014 | $327B | $320.7B | $6.3B | 206 | 399,100 |
| Aug 2013 | $327B | $320.7B | $6.3B | 206 | 399,100 |
| Jul 2013 | $327B | $320.7B | $6.3B | 206 | 399,100 |
| Jun 2013 | $327B | $320.7B | $6.3B | 206 | 399,100 |
| Mar 2013 | $327B | $320.7B | $6.3B | 206 | 399,100 |
| Jan 2013 | $261.8B | $261.7B | $85M | 178 | 386,900 |
| Oct 2012 | $261.8B | $261.7B | $85M | 178 | 386,900 |
| Jul 2012 | $261.8B | $261.7B | $85M | 51 | 386,900 |
| May 2012 | $261.8B | $261.7B | $85M | 51 | 386,900 |
| Apr 2012 | $261.8B | $261.7B | $85M | 51 | 386,900 |
| Mar 2012 | $261.8B | $261.7B | $85M | 51 | 386,900 |
| Dec 2011 | $250.4B | $250B | $409.8M | 51 | 311,500 |
| Dec 2011 | $250.4B | $250B | $409.8M | 51 | 311,500 |
| Sep 2011 | $250B | $250B | $409.8M | 51 | -- |
| Aug 2011 | $250B | $250B | $409.8M | 51 | -- |
| Jul 2011 | $250B | $250B | $409.8M | 51 | -- |
| Jun 2011 | $250B | $250B | $409.8M | 51 | -- |
| Mar 2011 | $250B | $250B | $409.8M | 51 | -- |
| Aug 2010 | $196B | $192B | $4.1B | -- | -- |
| Mar 2010 | $196B | $192B | $4.1B | -- | -- |
| Feb 2010 | $149B | $145B | $3.8B | -- | -- |
| Mar 2008 | $172B | $167B | $4.7B | -- | -- |
| Jan 2008 | $132B | $128B | $4.1B | -- | -- |
| May 2007 | $132B | $128B | $4.1B | -- | -- |
| Mar 2007 | $132B | $128B | $4.1B | -- | -- |
| Feb 2007 | $95.9B | $92.5B | $3.4B | -- | -- |
| Jan 2007 | $95.9B | $92.5B | $3.4B | -- | -- |
| Nov 2006 | $95.9B | $92.5B | $3.4B | -- | -- |
| Sep 2005 | $67.6B | $64.5B | $3.1B | -- | -- |
| Jan 2005 | $55.5B | $51.9B | $3.7B | 501 | -- |
| Aug 2004 | $55.5B | $51.9B | $3.7B | 501 | -- |
| Aug 2004 | $55.5B | $51.9B | $3.7B | 501 | -- |
| Aug 2004 | $55.5B | $51.9B | $3.7B | 501 | -- |
| Mar 2004 | $55.5B | $51.9B | $3.7B | 501 | -- |
| Apr 2002 | $32.8B | $28.6B | $4.1B | 501 | -- |
| Apr 2002 | $32.8B | $28.6B | $4.1B | 501 | -- |
| Apr 2002 | $32.8B | $28.6B | $4.1B | 501 | -- |
| Mar 2002 | $32.8B | $28.6B | $4.1B | 501 | -- |
| Nov 2001 | $27.7B | $23.5B | $4.2B | 501 | -- |
| Sep 2001 | $27.7M | $23.5M | $4.2M | 501 | -- |
| Jul 2001 | $27.7M | $23.5M | $4.2M | 501 | -- |
| May 2001 | $27.7M | $23.5M | $4.2M | 501 | -- |
DateDec 2025
Total AUM$1.1T
Discretionary$1T
Non-Disc.$40.4B
Employees16,291
Clients14,650
DateNov 2025
Total AUM$1.1T
Discretionary$1T
Non-Disc.$40.4B
Employees16,291
Clients14,650
DateSep 2025
Total AUM$1.1T
Discretionary$1T
Non-Disc.$40.4B
Employees16,291
Clients14,650
DateMay 2025
Total AUM$1.1T
Discretionary$1T
Non-Disc.$40.4B
Employees16,291
Clients14,650
DateApr 2025
Total AUM$1.1T
Discretionary$1T
Non-Disc.$40.4B
Employees16,291
Clients14,650
DateApr 2025
Total AUM$1.1T
Discretionary$1T
Non-Disc.$40.4B
Employees16,291
Clients14,650
DateMar 2025
Total AUM$1.1T
Discretionary$1T
Non-Disc.$40.4B
Employees16,291
Clients14,650
DateDec 2024
Total AUM$824.7B
Discretionary$792.6B
Non-Disc.$32.1B
Employees269
Clients3
DateOct 2024
Total AUM$824.7B
Discretionary$792.6B
Non-Disc.$32.1B
Employees269
Clients3
DateJun 2024
Total AUM$824.7B
Discretionary$792.6B
Non-Disc.$32.1B
Employees269
Clients3
DateMar 2024
Total AUM$824.7B
Discretionary$792.6B
Non-Disc.$32.1B
Employees269
Clients3
DateNov 2023
Total AUM$659.6B
Discretionary$632.7B
Non-Disc.$26.9B
Employees219
Clients3
DateAug 2023
Total AUM$659.6B
Discretionary$632.7B
Non-Disc.$26.9B
Employees219
Clients3
DateJun 2023
Total AUM$659.6B
Discretionary$632.7B
Non-Disc.$26.9B
Employees219
Clients3
DateMay 2023
Total AUM$659.6B
Discretionary$632.7B
Non-Disc.$26.9B
Employees219
Clients3
DateMar 2023
Total AUM$659.6B
Discretionary$632.7B
Non-Disc.$26.9B
Employees219
Clients3
DateFeb 2023
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateFeb 2023
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateJan 2023
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateJan 2023
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateDec 2022
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateNov 2022
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateSep 2022
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateJul 2022
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateMar 2022
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateMar 2022
Total AUM$737.3B
Discretionary$705.1B
Non-Disc.$32.2B
Employees235
Clients3
DateFeb 2022
Total AUM$568.3B
Discretionary$543.4B
Non-Disc.$24.9B
Employees207
Clients2
DateJan 2022
Total AUM$568.3B
Discretionary$543.4B
Non-Disc.$24.9B
Employees207
Clients2
DateJan 2022
Total AUM$568.3B
Discretionary$543.4B
Non-Disc.$24.9B
Employees207
Clients2
DateDec 2021
Total AUM$568.3B
Discretionary$543.4B
Non-Disc.$24.9B
Employees207
Clients2
DateJul 2021
Total AUM$568.3B
Discretionary$543.4B
Non-Disc.$24.9B
Employees207
Clients2
DateMar 2021
Total AUM$568.3B
Discretionary$543.4B
Non-Disc.$24.9B
Employees207
Clients2
DateJan 2021
Total AUM$456.7B
Discretionary$436.7B
Non-Disc.$20.1B
Employees195
Clients2
DateJan 2021
Total AUM$456.7B
Discretionary$436.7B
Non-Disc.$20.1B
Employees195
Clients2
DateJan 2021
Total AUM$456.7B
Discretionary$436.7B
Non-Disc.$20.1B
Employees195
Clients2
DateOct 2020
Total AUM$456.7B
Discretionary$436.7B
Non-Disc.$20.1B
Employees195
Clients2
DateJun 2020
Total AUM$456.7B
Discretionary$436.7B
Non-Disc.$20.1B
Employees195
Clients2
DateMar 2020
Total AUM$456.7B
Discretionary$436.7B
Non-Disc.$20.1B
Employees195
Clients2
DateJan 2020
Total AUM$344.1B
Discretionary$328.3B
Non-Disc.$15.8B
Employees164
Clients2
DateAug 2019
Total AUM$344.1B
Discretionary$328.3B
Non-Disc.$15.8B
Employees164
Clients2
DateJul 2019
Total AUM$344.1B
Discretionary$328.3B
Non-Disc.$15.8B
Employees164
Clients2
DateJun 2019
Total AUM$344.1B
Discretionary$328.3B
Non-Disc.$15.8B
Employees164
Clients2
DateMay 2019
Total AUM$344.1B
Discretionary$328.3B
Non-Disc.$15.8B
Employees164
Clients2
DateMar 2019
Total AUM$344.1B
Discretionary$328.3B
Non-Disc.$15.8B
Employees164
Clients2
DateMar 2019
Total AUM$340.4B
Discretionary$324.9B
Non-Disc.$15.6B
Employees159
Clients97
DateDec 2018
Total AUM$340.4B
Discretionary$324.9B
Non-Disc.$15.6B
Employees159
Clients97
DateOct 2018
Total AUM$340.4B
Discretionary$324.9B
Non-Disc.$15.6B
Employees159
Clients97
DateAug 2018
Total AUM$340.4B
Discretionary$324.9B
Non-Disc.$15.6B
Employees159
Clients97
DateJul 2018
Total AUM$340.4B
Discretionary$324.9B
Non-Disc.$15.6B
Employees159
Clients97
DateJun 2018
Total AUM$340.4B
Discretionary$324.9B
Non-Disc.$15.6B
Employees159
Clients97
DateApr 2018
Total AUM$340.4B
Discretionary$324.9B
Non-Disc.$15.6B
Employees159
Clients97
DateMar 2018
Total AUM$340.4B
Discretionary$324.9B
Non-Disc.$15.6B
Employees159
Clients97
DateJan 2018
Total AUM$254B
Discretionary$242.1B
Non-Disc.$11.9B
Employees186
Clients102
DateDec 2017
Total AUM$254B
Discretionary$242.1B
Non-Disc.$11.9B
Employees186
Clients102
DateNov 2017
Total AUM$254B
Discretionary$242.1B
Non-Disc.$11.9B
Employees186
Clients102
DateSep 2017
Total AUM$254B
Discretionary$242.1B
Non-Disc.$11.9B
Employees186
Clients688,700
DateAug 2017
Total AUM$254B
Discretionary$242.1B
Non-Disc.$11.9B
Employees186
Clients688,700
DateMar 2017
Total AUM$254B
Discretionary$242.1B
Non-Disc.$11.9B
Employees186
Clients688,700
DateMar 2017
Total AUM$254B
Discretionary$242.1B
Non-Disc.$11.9B
Employees186
Clients688,700
DateJan 2017
Total AUM$236.4B
Discretionary$226.6B
Non-Disc.$9.8B
Employees272
Clients619,100
DateNov 2016
Total AUM$236.4B
Discretionary$226.6B
Non-Disc.$9.8B
Employees272
Clients619,100
DateNov 2016
Total AUM$236.4B
Discretionary$226.6B
Non-Disc.$9.8B
Employees272
Clients619,100
DateSep 2016
Total AUM$236.4B
Discretionary$226.6B
Non-Disc.$9.8B
Employees272
Clients619,100
DateJun 2016
Total AUM$236.4B
Discretionary$226.6B
Non-Disc.$9.8B
Employees272
Clients619,100
DateApr 2016
Total AUM$236.4B
Discretionary$226.6B
Non-Disc.$9.8B
Employees272
Clients619,100
DateMar 2016
Total AUM$236.4B
Discretionary$226.6B
Non-Disc.$9.8B
Employees272
Clients619,100
DateDec 2015
Total AUM$223.3B
Discretionary$214.4B
Non-Disc.$8.9B
Employees222
Clients603,900
DateOct 2015
Total AUM$223.3B
Discretionary$214.4B
Non-Disc.$8.9B
Employees222
Clients603,900
DateOct 2015
Total AUM$427.6B
Discretionary$418.2B
Non-Disc.$9.4B
Employees222
Clients554,200
DateJul 2015
Total AUM$427.6B
Discretionary$418.2B
Non-Disc.$9.4B
Employees222
Clients554,200
DateJul 2015
Total AUM$427.6B
Discretionary$418.2B
Non-Disc.$9.4B
Employees222
Clients554,200
DateJun 2015
Total AUM$427.6B
Discretionary$418.2B
Non-Disc.$9.4B
Employees222
Clients554,200
DateMar 2015
Total AUM$427.6B
Discretionary$418.2B
Non-Disc.$9.4B
Employees222
Clients554,200
DateFeb 2015
Total AUM$388.7B
Discretionary$380.6B
Non-Disc.$8B
Employees232
Clients474,500
DateJan 2015
Total AUM$388.7B
Discretionary$380.6B
Non-Disc.$8B
Employees232
Clients474,500
DateNov 2014
Total AUM$388.7B
Discretionary$380.6B
Non-Disc.$8B
Employees232
Clients474,500
DateNov 2014
Total AUM$388.7B
Discretionary$380.6B
Non-Disc.$8B
Employees232
Clients474,500
DateOct 2014
Total AUM$388.7B
Discretionary$380.6B
Non-Disc.$8B
Employees232
Clients474,500
DateSep 2014
Total AUM$388.7B
Discretionary$380.6B
Non-Disc.$8B
Employees232
Clients474,500
DateMay 2014
Total AUM$388.7B
Discretionary$380.6B
Non-Disc.$8B
Employees232
Clients474,500
DateApr 2014
Total AUM$388.7B
Discretionary$380.6B
Non-Disc.$8B
Employees232
Clients474,500
DateMar 2014
Total AUM$388.7B
Discretionary$380.6B
Non-Disc.$8B
Employees232
Clients474,500
DateMar 2014
Total AUM$327B
Discretionary$320.7B
Non-Disc.$6.3B
Employees206
Clients399,100
DateAug 2013
Total AUM$327B
Discretionary$320.7B
Non-Disc.$6.3B
Employees206
Clients399,100
DateJul 2013
Total AUM$327B
Discretionary$320.7B
Non-Disc.$6.3B
Employees206
Clients399,100
DateJun 2013
Total AUM$327B
Discretionary$320.7B
Non-Disc.$6.3B
Employees206
Clients399,100
DateMar 2013
Total AUM$327B
Discretionary$320.7B
Non-Disc.$6.3B
Employees206
Clients399,100
DateJan 2013
Total AUM$261.8B
Discretionary$261.7B
Non-Disc.$85M
Employees178
Clients386,900
DateOct 2012
Total AUM$261.8B
Discretionary$261.7B
Non-Disc.$85M
Employees178
Clients386,900
DateJul 2012
Total AUM$261.8B
Discretionary$261.7B
Non-Disc.$85M
Employees51
Clients386,900
DateMay 2012
Total AUM$261.8B
Discretionary$261.7B
Non-Disc.$85M
Employees51
Clients386,900
DateApr 2012
Total AUM$261.8B
Discretionary$261.7B
Non-Disc.$85M
Employees51
Clients386,900
DateMar 2012
Total AUM$261.8B
Discretionary$261.7B
Non-Disc.$85M
Employees51
Clients386,900
DateDec 2011
Total AUM$250.4B
Discretionary$250B
Non-Disc.$409.8M
Employees51
Clients311,500
DateDec 2011
Total AUM$250.4B
Discretionary$250B
Non-Disc.$409.8M
Employees51
Clients311,500
DateSep 2011
Total AUM$250B
Discretionary$250B
Non-Disc.$409.8M
Employees51
Clients--
DateAug 2011
Total AUM$250B
Discretionary$250B
Non-Disc.$409.8M
Employees51
Clients--
DateJul 2011
Total AUM$250B
Discretionary$250B
Non-Disc.$409.8M
Employees51
Clients--
DateJun 2011
Total AUM$250B
Discretionary$250B
Non-Disc.$409.8M
Employees51
Clients--
DateMar 2011
Total AUM$250B
Discretionary$250B
Non-Disc.$409.8M
Employees51
Clients--
DateAug 2010
Total AUM$196B
Discretionary$192B
Non-Disc.$4.1B
Employees--
Clients--
DateMar 2010
Total AUM$196B
Discretionary$192B
Non-Disc.$4.1B
Employees--
Clients--
DateFeb 2010
Total AUM$149B
Discretionary$145B
Non-Disc.$3.8B
Employees--
Clients--
DateMar 2008
Total AUM$172B
Discretionary$167B
Non-Disc.$4.7B
Employees--
Clients--
DateJan 2008
Total AUM$132B
Discretionary$128B
Non-Disc.$4.1B
Employees--
Clients--
DateMay 2007
Total AUM$132B
Discretionary$128B
Non-Disc.$4.1B
Employees--
Clients--
DateMar 2007
Total AUM$132B
Discretionary$128B
Non-Disc.$4.1B
Employees--
Clients--
DateFeb 2007
Total AUM$95.9B
Discretionary$92.5B
Non-Disc.$3.4B
Employees--
Clients--
DateJan 2007
Total AUM$95.9B
Discretionary$92.5B
Non-Disc.$3.4B
Employees--
Clients--
DateNov 2006
Total AUM$95.9B
Discretionary$92.5B
Non-Disc.$3.4B
Employees--
Clients--
DateSep 2005
Total AUM$67.6B
Discretionary$64.5B
Non-Disc.$3.1B
Employees--
Clients--
DateJan 2005
Total AUM$55.5B
Discretionary$51.9B
Non-Disc.$3.7B
Employees501
Clients--
DateAug 2004
Total AUM$55.5B
Discretionary$51.9B
Non-Disc.$3.7B
Employees501
Clients--
DateAug 2004
Total AUM$55.5B
Discretionary$51.9B
Non-Disc.$3.7B
Employees501
Clients--
DateAug 2004
Total AUM$55.5B
Discretionary$51.9B
Non-Disc.$3.7B
Employees501
Clients--
DateMar 2004
Total AUM$55.5B
Discretionary$51.9B
Non-Disc.$3.7B
Employees501
Clients--
DateApr 2002
Total AUM$32.8B
Discretionary$28.6B
Non-Disc.$4.1B
Employees501
Clients--
DateApr 2002
Total AUM$32.8B
Discretionary$28.6B
Non-Disc.$4.1B
Employees501
Clients--
DateApr 2002
Total AUM$32.8B
Discretionary$28.6B
Non-Disc.$4.1B
Employees501
Clients--
DateMar 2002
Total AUM$32.8B
Discretionary$28.6B
Non-Disc.$4.1B
Employees501
Clients--
DateNov 2001
Total AUM$27.7B
Discretionary$23.5B
Non-Disc.$4.2B
Employees501
Clients--
DateSep 2001
Total AUM$27.7M
Discretionary$23.5M
Non-Disc.$4.2M
Employees501
Clients--
DateJul 2001
Total AUM$27.7M
Discretionary$23.5M
Non-Disc.$4.2M
Employees501
Clients--
DateMay 2001
Total AUM$27.7M
Discretionary$23.5M
Non-Disc.$4.2M
Employees501
Clients--