THOMASPARTNERS, INC.
CRD #104966 SEC #801-22189 BOSTON, MA 781-431-1430
SEC Registered
Total AUM
$10.2B
Discretionary
$10.2B
Employees
33
Clients
--
Accounts
33,428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $14.6B | $14.6B | $14.9M | 33 | 43,468 |
| Jul 2017 | $10.2B | $10.2B | $20.3M | 33 | 32,500 |
| Mar 2017 | $10.2B | $10.2B | $20.3M | 33 | 32,500 |
| Aug 2016 | $7.3B | $7.3B | $17.5M | 29 | 25,000 |
| Jul 2016 | $7.3B | $7.3B | $17.5M | 29 | 25,000 |
| Jun 2016 | $7.3B | $7.3B | $17.5M | 29 | 25,000 |
| Mar 2016 | $7.3B | $7.3B | $17.5M | 29 | 25,000 |
| Mar 2015 | $6.6B | $6.6B | $20.4M | 27 | 20,500 |
| Feb 2015 | $4.2B | $4.2B | $18.9M | 20 | 11,900 |
| Jan 2015 | $4.2B | $4.2B | $18.9M | 20 | 11,900 |
| Oct 2014 | $4.2B | $4.2B | $18.9M | 20 | 11,900 |
| Apr 2014 | $4.2B | $4.2B | $18.9M | 20 | 11,900 |
| Mar 2014 | $4.2B | $4.2B | $18.9M | 20 | 11,900 |
| Jul 2013 | $2.2B | $2.2B | $15.3M | 16 | 2,300 |
| Jun 2013 | $2.2B | $2.2B | $15.3M | 16 | 2,300 |
| May 2013 | $2.2B | $2.2B | $15.3M | 16 | 2,300 |
| Apr 2013 | $2.2B | $2.2B | $15.3M | 16 | 2,300 |
| Jan 2013 | $2.2B | $2.1B | $15.3M | 17 | 1,800 |
| Nov 2012 | $2.2B | $2.1B | $119.7M | 17 | 1,800 |
| Sep 2012 | $2.2B | $2.1B | $119.7M | 6 | 1,800 |
| Apr 2012 | $1.8B | $1.7B | $106.8M | 6 | 1,800 |
| Mar 2012 | $1.8B | $1.7B | $106.8M | 6 | 1,800 |
| Feb 2011 | $1.4B | $1.3B | $20.3M | 10 | -- |
| May 2010 | $1.1B | $1B | $17.1M | 10 | -- |
| Feb 2009 | $831M | $815.8M | $15.2M | 10 | -- |
| Nov 2007 | $654.5M | $641.5M | $13M | 10 | -- |
| Oct 2007 | $654.5M | $641.5M | $13M | 10 | -- |
| Aug 2007 | $654.5M | $641.5M | $13M | 10 | -- |
| Mar 2007 | $654.5M | $641.5M | $13M | 10 | -- |
| Feb 2007 | $654.5M | $641.5M | $13M | 10 | -- |
| Mar 2006 | $508.2M | $501.6M | $6.6M | 10 | -- |
| Sep 2005 | $329.1M | $322.1M | $7M | -- | -- |
| Jun 2005 | $329.1M | $322.1M | $7M | -- | -- |
| May 2005 | $329.1M | $322.1M | $7M | -- | -- |
| May 2005 | $329.1M | $322.1M | $7M | -- | -- |
| Jan 2005 | $329.1M | $322.1M | $7M | -- | -- |
| May 2004 | $165.5M | $158.1M | $7.4M | 10 | -- |
| May 2004 | $165.5M | $158.1M | $7.4M | 10 | -- |
| Apr 2004 | $165.5M | $158.1M | $7.4M | 10 | -- |
| Mar 2004 | $165.5M | $158.1M | $7.4M | 10 | -- |
| Jul 2001 | $71.4M | $71.4M | $0 | 5 | -- |
DateFeb 2018
Total AUM$14.6B
Discretionary$14.6B
Non-Disc.$14.9M
Employees33
Clients43,468
DateJul 2017
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$20.3M
Employees33
Clients32,500
DateMar 2017
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$20.3M
Employees33
Clients32,500
DateAug 2016
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$17.5M
Employees29
Clients25,000
DateJul 2016
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$17.5M
Employees29
Clients25,000
DateJun 2016
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$17.5M
Employees29
Clients25,000
DateMar 2016
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$17.5M
Employees29
Clients25,000
DateMar 2015
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$20.4M
Employees27
Clients20,500
DateFeb 2015
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$18.9M
Employees20
Clients11,900
DateJan 2015
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$18.9M
Employees20
Clients11,900
DateOct 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$18.9M
Employees20
Clients11,900
DateApr 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$18.9M
Employees20
Clients11,900
DateMar 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$18.9M
Employees20
Clients11,900
DateJul 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$15.3M
Employees16
Clients2,300
DateJun 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$15.3M
Employees16
Clients2,300
DateMay 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$15.3M
Employees16
Clients2,300
DateApr 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$15.3M
Employees16
Clients2,300
DateJan 2013
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$15.3M
Employees17
Clients1,800
DateNov 2012
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$119.7M
Employees17
Clients1,800
DateSep 2012
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$119.7M
Employees6
Clients1,800
DateApr 2012
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$106.8M
Employees6
Clients1,800
DateMar 2012
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$106.8M
Employees6
Clients1,800
DateFeb 2011
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$20.3M
Employees10
Clients--
DateMay 2010
Total AUM$1.1B
Discretionary$1B
Non-Disc.$17.1M
Employees10
Clients--
DateFeb 2009
Total AUM$831M
Discretionary$815.8M
Non-Disc.$15.2M
Employees10
Clients--
DateNov 2007
Total AUM$654.5M
Discretionary$641.5M
Non-Disc.$13M
Employees10
Clients--
DateOct 2007
Total AUM$654.5M
Discretionary$641.5M
Non-Disc.$13M
Employees10
Clients--
DateAug 2007
Total AUM$654.5M
Discretionary$641.5M
Non-Disc.$13M
Employees10
Clients--
DateMar 2007
Total AUM$654.5M
Discretionary$641.5M
Non-Disc.$13M
Employees10
Clients--
DateFeb 2007
Total AUM$654.5M
Discretionary$641.5M
Non-Disc.$13M
Employees10
Clients--
DateMar 2006
Total AUM$508.2M
Discretionary$501.6M
Non-Disc.$6.6M
Employees10
Clients--
DateSep 2005
Total AUM$329.1M
Discretionary$322.1M
Non-Disc.$7M
Employees--
Clients--
DateJun 2005
Total AUM$329.1M
Discretionary$322.1M
Non-Disc.$7M
Employees--
Clients--
DateMay 2005
Total AUM$329.1M
Discretionary$322.1M
Non-Disc.$7M
Employees--
Clients--
DateMay 2005
Total AUM$329.1M
Discretionary$322.1M
Non-Disc.$7M
Employees--
Clients--
DateJan 2005
Total AUM$329.1M
Discretionary$322.1M
Non-Disc.$7M
Employees--
Clients--
DateMay 2004
Total AUM$165.5M
Discretionary$158.1M
Non-Disc.$7.4M
Employees10
Clients--
DateMay 2004
Total AUM$165.5M
Discretionary$158.1M
Non-Disc.$7.4M
Employees10
Clients--
DateApr 2004
Total AUM$165.5M
Discretionary$158.1M
Non-Disc.$7.4M
Employees10
Clients--
DateMar 2004
Total AUM$165.5M
Discretionary$158.1M
Non-Disc.$7.4M
Employees10
Clients--
DateJul 2001
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees5
Clients--