AVANTAX ADVISORY SERVICES, INC.
Legal name: AVANTAX ADVISORY SERVICES
CRD #104556 SEC #801-29892 DALLAS, TX 972-870-6000
SEC Registered Disclosures
Total AUM
$46.1B
Discretionary
$38.1B
Employees
2,278
Clients
251
Accounts
140,306
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $46.1B | $38.1B | $8B | 2,278 | 2,173 |
| Oct 2024 | $41.7B | $33.7B | $8B | 2,478 | 1,243 |
| Apr 2024 | $41.7B | $33.7B | $8B | 2,478 | 1,243 |
| Mar 2024 | $41.7B | $33.7B | $8B | 2,478 | 1,243 |
| Feb 2024 | $31B | $23.4B | $7.6B | 2,433 | 1,944 |
| Feb 2024 | $31B | $23.4B | $7.6B | 2,433 | 1,944 |
| Dec 2023 | $31B | $23.4B | $7.6B | 2,433 | 1,944 |
| Nov 2023 | $31B | $23.4B | $7.6B | 2,433 | 1,944 |
| Sep 2023 | $31B | $23.4B | $7.6B | 2,433 | 1,944 |
| Jul 2023 | $31B | $23.4B | $7.6B | 2,433 | 1,944 |
| May 2023 | $31B | $23.4B | $7.6B | 2,433 | 1,944 |
| Mar 2023 | $31B | $23.4B | $7.6B | 2,433 | 1,944 |
| Feb 2023 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| Feb 2023 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| Feb 2023 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| Feb 2023 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| Nov 2022 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| Jun 2022 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| May 2022 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| Apr 2022 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| Mar 2022 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| Mar 2022 | $34.3B | $24.9B | $9.4B | 2,488 | 715 |
| Jan 2022 | $30.2B | $19.4B | $10.8B | 2,564 | 502 |
| Sep 2021 | $30.2B | $19.4B | $10.8B | 2,564 | 502 |
| Aug 2021 | $30.2B | $19.4B | $10.8B | 2,564 | 502 |
| Apr 2021 | $30.2B | $19.4B | $10.8B | 2,564 | 502 |
| Mar 2021 | $30.2B | $19.4B | $10.8B | 2,564 | 502 |
| Jan 2021 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Dec 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Nov 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Oct 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Sep 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Sep 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Jul 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Jul 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Jul 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Jun 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| May 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Apr 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Apr 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Apr 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Mar 2020 | $25.7B | $16.4B | $9.3B | 2,488 | 482 |
| Mar 2020 | $23.4B | $13.5B | $9.9B | 2,958 | 235 |
| Feb 2020 | $23.4B | $13.5B | $9.9B | 2,958 | 235 |
| Jan 2020 | $23.4B | $13.5B | $9.9B | 2,958 | 235 |
| Dec 2019 | $23.4B | $13.5B | $9.9B | 2,958 | 235 |
| Nov 2019 | $23.4B | $13.5B | $9.9B | 2,958 | 235 |
| Sep 2019 | $12.5B | $5.5B | $7B | 1,982 | 116 |
| Sep 2019 | $12.5B | $5.5B | $7B | 1,982 | 116 |
| Jul 2019 | $12.5B | $5.5B | $7B | 1,982 | 116 |
| Jun 2019 | $12.5B | $5.5B | $7B | 1,982 | 116 |
| May 2019 | $12.5B | $5.5B | $7B | 1,982 | 116 |
| Apr 2019 | $12.5B | $5.5B | $7B | 1,982 | 116 |
| Mar 2019 | $12.5B | $5.5B | $7B | 1,982 | 116 |
| Jan 2019 | $12.5B | $5.5B | $7B | 7,786 | 79 |
| Nov 2018 | $12.5B | $5.5B | $7B | 7,786 | 79 |
| Sep 2018 | $12.5B | $5.5B | $7B | 7,786 | 79 |
| Jun 2018 | $12.5B | $5.5B | $7B | 7,786 | 79 |
| May 2018 | $12.5B | $5.5B | $7B | 7,786 | 79 |
| May 2018 | $12.5B | $5.5B | $7B | 7,786 | 79 |
| Mar 2018 | $12.5B | $5.5B | $7B | 7,786 | 79 |
| Dec 2017 | $12.3B | $5.4B | $6.9B | 2,238 | 104 |
| Dec 2017 | $12.3B | $5.4B | $6.9B | 2,238 | 104 |
| Sep 2017 | $11.1B | $4.7B | $6.4B | 2,238 | 37,100 |
| Aug 2017 | $11.1B | $4.7B | $6.4B | 2,238 | 37,100 |
| Jun 2017 | $11.1B | $4.7B | $6.4B | 2,238 | 37,100 |
| Jun 2017 | $11.1B | $4.7B | $6.4B | 2,238 | 37,100 |
| May 2017 | $11.1B | $4.7B | $6.4B | 2,238 | 37,100 |
| May 2017 | $11.1B | $4.7B | $6.4B | 2,238 | 37,100 |
| Apr 2017 | $11.1B | $4.7B | $6.4B | 2,238 | 37,100 |
| Mar 2017 | $11.1B | $4.7B | $6.4B | 2,238 | 37,100 |
| Mar 2017 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Feb 2017 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Jan 2017 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Jan 2017 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Nov 2016 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Sep 2016 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Sep 2016 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Aug 2016 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| May 2016 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Mar 2016 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Feb 2016 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Feb 2016 | $9.2B | $3.6B | $5.5B | 2,160 | 36,219 |
| Jan 2016 | $9.9B | $3.7B | $6.2B | 2,061 | 35,800 |
| Nov 2015 | $9.9B | $3.7B | $6.2B | 2,061 | 35,800 |
| Nov 2015 | $9.9B | $3.7B | $6.2B | 2,061 | 35,800 |
| Oct 2015 | $9.9B | $3.7B | $6.2B | 2,061 | 35,800 |
| Aug 2015 | $9.9B | $3.7B | $6.2B | 2,061 | 35,800 |
| Aug 2015 | $9.9B | $3.7B | $6.2B | 2,061 | 35,800 |
| Apr 2015 | $9.9B | $3.7B | $6.2B | 2,061 | 35,800 |
| Mar 2015 | $9.9B | $3.7B | $6.2B | 2,061 | 35,800 |
| Jan 2015 | $8.7B | $2.8B | $5.9B | 1,992 | 20,850 |
| Nov 2014 | $8.7B | $2.8B | $5.9B | 1,992 | 20,850 |
| May 2014 | $8.7B | $2.8B | $5.9B | 1,992 | 20,850 |
| Apr 2014 | $8.7B | $2.8B | $5.9B | 1,992 | 20,850 |
| Mar 2014 | $8.7B | $2.8B | $5.9B | 1,992 | 20,850 |
| Feb 2014 | $7B | $1.7B | $5.3B | 1,962 | 28,050 |
| Jan 2014 | $7B | $1.7B | $5.3B | 1,962 | 28,050 |
| Sep 2013 | $7B | $1.7B | $5.3B | 1,962 | 28,050 |
| Aug 2013 | $7B | $1.7B | $5.3B | 1,962 | 28,050 |
| Jul 2013 | $7B | $1.7B | $5.3B | 1,962 | 28,050 |
| Apr 2013 | $7B | $1.7B | $5.3B | 1,962 | 28,050 |
| Apr 2013 | $7B | $1.7B | $5.3B | 1,962 | 28,050 |
| Nov 2012 | $5.9B | $1.3B | $4.6B | 1,940 | 26,360 |
| Oct 2012 | $5.9B | $1.3B | $4.6B | -- | 26,360 |
| Sep 2012 | $5.9B | $1.3B | $4.6B | -- | 26,360 |
| Aug 2012 | $5.9B | $1.3B | $4.6B | -- | 26,360 |
| Jul 2012 | $5.9B | $1.3B | $4.6B | -- | 26,360 |
| Mar 2012 | $5.9B | $1.3B | $4.6B | -- | 26,360 |
| Jan 2012 | $5.7B | $1B | $4.7B | -- | 25,000 |
| Nov 2011 | $5.7B | $1B | $4.7B | -- | 25,000 |
| Nov 2011 | $5.7B | $1B | $4.7B | -- | -- |
| Mar 2011 | $5.7B | $1B | $4.7B | -- | -- |
| Jan 2011 | $5.1B | $1.6B | $3.5B | -- | -- |
| Jul 2010 | $5.1B | $1.6B | $3.5B | -- | -- |
| Jul 2009 | $3.5B | $927.5M | $2.5B | -- | -- |
| Mar 2008 | $5.2B | $1.2B | $4B | -- | -- |
| Jan 2008 | $4.8B | $1.2B | $3.7B | -- | -- |
| Oct 2007 | $4.8B | $1.2B | $3.7B | -- | -- |
| Feb 2007 | $4.8B | $1.2B | $3.7B | -- | -- |
| Mar 2006 | $3.7B | $941.8M | $2.7B | -- | -- |
| Nov 2005 | $2.6B | $733.8M | $1.9B | -- | -- |
| May 2005 | $2.6B | $733.8M | $1.9B | -- | -- |
| Jan 2005 | $2B | $556.7M | $1.4B | -- | -- |
| Jul 2004 | $2B | $556.7M | $1.4B | -- | -- |
| Mar 2004 | $2B | $556.7M | $1.4B | -- | -- |
| Oct 2003 | $1.8B | $578M | $1.2B | -- | -- |
| Mar 2002 | $1.8B | $578M | $1.2B | -- | -- |
| Jul 2001 | $2.1B | $621.5M | $1.5B | -- | -- |
| Jul 2001 | $2.1B | $621.5M | $1.5B | -- | -- |
| Jul 2001 | $2.1B | $621.5M | $1.5B | -- | -- |
| Jul 2001 | $2.1B | $621.5M | $1.5B | -- | -- |
DateMar 2025
Total AUM$46.1B
Discretionary$38.1B
Non-Disc.$8B
Employees2,278
Clients2,173
DateOct 2024
Total AUM$41.7B
Discretionary$33.7B
Non-Disc.$8B
Employees2,478
Clients1,243
DateApr 2024
Total AUM$41.7B
Discretionary$33.7B
Non-Disc.$8B
Employees2,478
Clients1,243
DateMar 2024
Total AUM$41.7B
Discretionary$33.7B
Non-Disc.$8B
Employees2,478
Clients1,243
DateFeb 2024
Total AUM$31B
Discretionary$23.4B
Non-Disc.$7.6B
Employees2,433
Clients1,944
DateFeb 2024
Total AUM$31B
Discretionary$23.4B
Non-Disc.$7.6B
Employees2,433
Clients1,944
DateDec 2023
Total AUM$31B
Discretionary$23.4B
Non-Disc.$7.6B
Employees2,433
Clients1,944
DateNov 2023
Total AUM$31B
Discretionary$23.4B
Non-Disc.$7.6B
Employees2,433
Clients1,944
DateSep 2023
Total AUM$31B
Discretionary$23.4B
Non-Disc.$7.6B
Employees2,433
Clients1,944
DateJul 2023
Total AUM$31B
Discretionary$23.4B
Non-Disc.$7.6B
Employees2,433
Clients1,944
DateMay 2023
Total AUM$31B
Discretionary$23.4B
Non-Disc.$7.6B
Employees2,433
Clients1,944
DateMar 2023
Total AUM$31B
Discretionary$23.4B
Non-Disc.$7.6B
Employees2,433
Clients1,944
DateFeb 2023
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateFeb 2023
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateFeb 2023
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateFeb 2023
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateNov 2022
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateJun 2022
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateMay 2022
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateApr 2022
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateMar 2022
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateMar 2022
Total AUM$34.3B
Discretionary$24.9B
Non-Disc.$9.4B
Employees2,488
Clients715
DateJan 2022
Total AUM$30.2B
Discretionary$19.4B
Non-Disc.$10.8B
Employees2,564
Clients502
DateSep 2021
Total AUM$30.2B
Discretionary$19.4B
Non-Disc.$10.8B
Employees2,564
Clients502
DateAug 2021
Total AUM$30.2B
Discretionary$19.4B
Non-Disc.$10.8B
Employees2,564
Clients502
DateApr 2021
Total AUM$30.2B
Discretionary$19.4B
Non-Disc.$10.8B
Employees2,564
Clients502
DateMar 2021
Total AUM$30.2B
Discretionary$19.4B
Non-Disc.$10.8B
Employees2,564
Clients502
DateJan 2021
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateDec 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateNov 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateOct 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateSep 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateSep 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateJul 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateJul 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateJul 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateJun 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateMay 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateApr 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateApr 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateApr 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateMar 2020
Total AUM$25.7B
Discretionary$16.4B
Non-Disc.$9.3B
Employees2,488
Clients482
DateMar 2020
Total AUM$23.4B
Discretionary$13.5B
Non-Disc.$9.9B
Employees2,958
Clients235
DateFeb 2020
Total AUM$23.4B
Discretionary$13.5B
Non-Disc.$9.9B
Employees2,958
Clients235
DateJan 2020
Total AUM$23.4B
Discretionary$13.5B
Non-Disc.$9.9B
Employees2,958
Clients235
DateDec 2019
Total AUM$23.4B
Discretionary$13.5B
Non-Disc.$9.9B
Employees2,958
Clients235
DateNov 2019
Total AUM$23.4B
Discretionary$13.5B
Non-Disc.$9.9B
Employees2,958
Clients235
DateSep 2019
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees1,982
Clients116
DateSep 2019
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees1,982
Clients116
DateJul 2019
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees1,982
Clients116
DateJun 2019
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees1,982
Clients116
DateMay 2019
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees1,982
Clients116
DateApr 2019
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees1,982
Clients116
DateMar 2019
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees1,982
Clients116
DateJan 2019
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees7,786
Clients79
DateNov 2018
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees7,786
Clients79
DateSep 2018
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees7,786
Clients79
DateJun 2018
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees7,786
Clients79
DateMay 2018
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees7,786
Clients79
DateMay 2018
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees7,786
Clients79
DateMar 2018
Total AUM$12.5B
Discretionary$5.5B
Non-Disc.$7B
Employees7,786
Clients79
DateDec 2017
Total AUM$12.3B
Discretionary$5.4B
Non-Disc.$6.9B
Employees2,238
Clients104
DateDec 2017
Total AUM$12.3B
Discretionary$5.4B
Non-Disc.$6.9B
Employees2,238
Clients104
DateSep 2017
Total AUM$11.1B
Discretionary$4.7B
Non-Disc.$6.4B
Employees2,238
Clients37,100
DateAug 2017
Total AUM$11.1B
Discretionary$4.7B
Non-Disc.$6.4B
Employees2,238
Clients37,100
DateJun 2017
Total AUM$11.1B
Discretionary$4.7B
Non-Disc.$6.4B
Employees2,238
Clients37,100
DateJun 2017
Total AUM$11.1B
Discretionary$4.7B
Non-Disc.$6.4B
Employees2,238
Clients37,100
DateMay 2017
Total AUM$11.1B
Discretionary$4.7B
Non-Disc.$6.4B
Employees2,238
Clients37,100
DateMay 2017
Total AUM$11.1B
Discretionary$4.7B
Non-Disc.$6.4B
Employees2,238
Clients37,100
DateApr 2017
Total AUM$11.1B
Discretionary$4.7B
Non-Disc.$6.4B
Employees2,238
Clients37,100
DateMar 2017
Total AUM$11.1B
Discretionary$4.7B
Non-Disc.$6.4B
Employees2,238
Clients37,100
DateMar 2017
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateFeb 2017
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateJan 2017
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateJan 2017
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateNov 2016
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateSep 2016
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateSep 2016
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateAug 2016
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateMay 2016
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateMar 2016
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateFeb 2016
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateFeb 2016
Total AUM$9.2B
Discretionary$3.6B
Non-Disc.$5.5B
Employees2,160
Clients36,219
DateJan 2016
Total AUM$9.9B
Discretionary$3.7B
Non-Disc.$6.2B
Employees2,061
Clients35,800
DateNov 2015
Total AUM$9.9B
Discretionary$3.7B
Non-Disc.$6.2B
Employees2,061
Clients35,800
DateNov 2015
Total AUM$9.9B
Discretionary$3.7B
Non-Disc.$6.2B
Employees2,061
Clients35,800
DateOct 2015
Total AUM$9.9B
Discretionary$3.7B
Non-Disc.$6.2B
Employees2,061
Clients35,800
DateAug 2015
Total AUM$9.9B
Discretionary$3.7B
Non-Disc.$6.2B
Employees2,061
Clients35,800
DateAug 2015
Total AUM$9.9B
Discretionary$3.7B
Non-Disc.$6.2B
Employees2,061
Clients35,800
DateApr 2015
Total AUM$9.9B
Discretionary$3.7B
Non-Disc.$6.2B
Employees2,061
Clients35,800
DateMar 2015
Total AUM$9.9B
Discretionary$3.7B
Non-Disc.$6.2B
Employees2,061
Clients35,800
DateJan 2015
Total AUM$8.7B
Discretionary$2.8B
Non-Disc.$5.9B
Employees1,992
Clients20,850
DateNov 2014
Total AUM$8.7B
Discretionary$2.8B
Non-Disc.$5.9B
Employees1,992
Clients20,850
DateMay 2014
Total AUM$8.7B
Discretionary$2.8B
Non-Disc.$5.9B
Employees1,992
Clients20,850
DateApr 2014
Total AUM$8.7B
Discretionary$2.8B
Non-Disc.$5.9B
Employees1,992
Clients20,850
DateMar 2014
Total AUM$8.7B
Discretionary$2.8B
Non-Disc.$5.9B
Employees1,992
Clients20,850
DateFeb 2014
Total AUM$7B
Discretionary$1.7B
Non-Disc.$5.3B
Employees1,962
Clients28,050
DateJan 2014
Total AUM$7B
Discretionary$1.7B
Non-Disc.$5.3B
Employees1,962
Clients28,050
DateSep 2013
Total AUM$7B
Discretionary$1.7B
Non-Disc.$5.3B
Employees1,962
Clients28,050
DateAug 2013
Total AUM$7B
Discretionary$1.7B
Non-Disc.$5.3B
Employees1,962
Clients28,050
DateJul 2013
Total AUM$7B
Discretionary$1.7B
Non-Disc.$5.3B
Employees1,962
Clients28,050
DateApr 2013
Total AUM$7B
Discretionary$1.7B
Non-Disc.$5.3B
Employees1,962
Clients28,050
DateApr 2013
Total AUM$7B
Discretionary$1.7B
Non-Disc.$5.3B
Employees1,962
Clients28,050
DateNov 2012
Total AUM$5.9B
Discretionary$1.3B
Non-Disc.$4.6B
Employees1,940
Clients26,360
DateOct 2012
Total AUM$5.9B
Discretionary$1.3B
Non-Disc.$4.6B
Employees--
Clients26,360
DateSep 2012
Total AUM$5.9B
Discretionary$1.3B
Non-Disc.$4.6B
Employees--
Clients26,360
DateAug 2012
Total AUM$5.9B
Discretionary$1.3B
Non-Disc.$4.6B
Employees--
Clients26,360
DateJul 2012
Total AUM$5.9B
Discretionary$1.3B
Non-Disc.$4.6B
Employees--
Clients26,360
DateMar 2012
Total AUM$5.9B
Discretionary$1.3B
Non-Disc.$4.6B
Employees--
Clients26,360
DateJan 2012
Total AUM$5.7B
Discretionary$1B
Non-Disc.$4.7B
Employees--
Clients25,000
DateNov 2011
Total AUM$5.7B
Discretionary$1B
Non-Disc.$4.7B
Employees--
Clients25,000
DateNov 2011
Total AUM$5.7B
Discretionary$1B
Non-Disc.$4.7B
Employees--
Clients--
DateMar 2011
Total AUM$5.7B
Discretionary$1B
Non-Disc.$4.7B
Employees--
Clients--
DateJan 2011
Total AUM$5.1B
Discretionary$1.6B
Non-Disc.$3.5B
Employees--
Clients--
DateJul 2010
Total AUM$5.1B
Discretionary$1.6B
Non-Disc.$3.5B
Employees--
Clients--
DateJul 2009
Total AUM$3.5B
Discretionary$927.5M
Non-Disc.$2.5B
Employees--
Clients--
DateMar 2008
Total AUM$5.2B
Discretionary$1.2B
Non-Disc.$4B
Employees--
Clients--
DateJan 2008
Total AUM$4.8B
Discretionary$1.2B
Non-Disc.$3.7B
Employees--
Clients--
DateOct 2007
Total AUM$4.8B
Discretionary$1.2B
Non-Disc.$3.7B
Employees--
Clients--
DateFeb 2007
Total AUM$4.8B
Discretionary$1.2B
Non-Disc.$3.7B
Employees--
Clients--
DateMar 2006
Total AUM$3.7B
Discretionary$941.8M
Non-Disc.$2.7B
Employees--
Clients--
DateNov 2005
Total AUM$2.6B
Discretionary$733.8M
Non-Disc.$1.9B
Employees--
Clients--
DateMay 2005
Total AUM$2.6B
Discretionary$733.8M
Non-Disc.$1.9B
Employees--
Clients--
DateJan 2005
Total AUM$2B
Discretionary$556.7M
Non-Disc.$1.4B
Employees--
Clients--
DateJul 2004
Total AUM$2B
Discretionary$556.7M
Non-Disc.$1.4B
Employees--
Clients--
DateMar 2004
Total AUM$2B
Discretionary$556.7M
Non-Disc.$1.4B
Employees--
Clients--
DateOct 2003
Total AUM$1.8B
Discretionary$578M
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2002
Total AUM$1.8B
Discretionary$578M
Non-Disc.$1.2B
Employees--
Clients--
DateJul 2001
Total AUM$2.1B
Discretionary$621.5M
Non-Disc.$1.5B
Employees--
Clients--
DateJul 2001
Total AUM$2.1B
Discretionary$621.5M
Non-Disc.$1.5B
Employees--
Clients--
DateJul 2001
Total AUM$2.1B
Discretionary$621.5M
Non-Disc.$1.5B
Employees--
Clients--
DateJul 2001
Total AUM$2.1B
Discretionary$621.5M
Non-Disc.$1.5B
Employees--
Clients--