CREATIVE PLANNING, LLC
Legal name: CREATIVE PLANNING
CRD #105348 SEC #801-18564 OVERLAND PARK, KS (866) 909-5148
SEC Registered Private Funds Disclosures
Total AUM
$217.4B
Discretionary
$214.6B
Employees
1,428
Clients
--
Accounts
269,686
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $217.4B | $214.6B | $2.8B | 1,428 | 5 |
| Sep 2025 | $217.4B | $214.6B | $2.8B | 1,428 | 5 |
| May 2025 | $217.4B | $214.6B | $2.8B | 1,428 | 5 |
| Mar 2025 | $217.4B | $214.6B | $2.8B | 1,428 | 5 |
| Mar 2025 | $217.4B | $214.6B | $2.8B | 1,428 | 5 |
| Nov 2024 | $175.3B | $172.3B | $3B | 1,319 | 6 |
| Oct 2024 | $175.3B | $172.3B | $3B | 1,319 | 6 |
| Jun 2024 | $175.3B | $172.3B | $3B | 1,319 | 6 |
| May 2024 | $175.3B | $172.3B | $3B | 1,319 | 6 |
| Apr 2024 | $175.3B | $172.3B | $3B | 1,319 | 6 |
| Mar 2024 | $175.3B | $172.3B | $3B | 1,319 | 6 |
| Nov 2023 | $155.3B | $151.8B | $3.5B | 1,165 | 9 |
| Nov 2023 | $155.3B | $151.8B | $3.5B | 1,165 | 9 |
| Aug 2023 | $155.3B | $151.8B | $3.5B | 1,165 | 9 |
| Mar 2023 | $130.5B | $129.1B | $1.4B | 1,165 | 9 |
| Aug 2022 | $133.8B | $130.5B | $3.3B | 929 | 193 |
| Aug 2022 | $133.8B | $130.5B | $3.3B | 929 | 193 |
| Mar 2022 | $133.8B | $130.5B | $3.3B | 929 | 193 |
| Aug 2021 | $90B | $87.4B | $2.6B | 725 | 7 |
| Jul 2021 | $90B | $87.4B | $2.6B | 725 | 7 |
| Apr 2021 | $75.6B | $73.3B | $2.3B | 610 | 6 |
| Feb 2021 | $69.5B | $67.1B | $2.4B | 610 | 6 |
| Feb 2021 | $69.5B | $67.1B | $2.4B | 610 | 6 |
| Dec 2020 | $60.4B | $58.2B | $2.2B | 582 | 6 |
| Nov 2020 | $55.5B | $53.5B | $2B | 582 | 6 |
| Jul 2020 | $49.4B | $47.5B | $1.9B | 540 | 6 |
| Jun 2020 | $45.1B | $43.3B | $1.7B | 511 | 6 |
| Jun 2020 | $45.1B | $43.3B | $1.7B | 511 | 6 |
| Mar 2020 | $47.9B | $46.1B | $1.8B | 497 | 6 |
| Feb 2020 | $47.9B | $46.1B | $1.8B | 497 | 6 |
| Dec 2019 | $45.8B | $44.2B | $1.6B | 488 | 6 |
| Sep 2019 | $43.4B | $41.8B | $1.6B | 488 | 19 |
| Jul 2019 | $42.1B | $40.5B | $1.6B | 488 | 13 |
| May 2019 | $36.5B | $34.9B | $1.7B | 482 | 12 |
| Mar 2019 | $36.5B | $34.9B | $1.7B | 464 | 12 |
| Jan 2019 | $36B | $35.2B | $833.9M | 582 | 27 |
| Nov 2018 | $36.5B | $35.6B | $895.9M | 582 | 30 |
| Oct 2018 | $37B | $36.2B | $796M | 582 | 30 |
| Oct 2018 | $37B | $36.2B | $796M | 582 | 30 |
| Sep 2018 | $37B | $36.2B | $796M | 582 | 30 |
| Jul 2018 | $36.2B | $35.3B | $909.7M | 429 | 32 |
| Apr 2018 | $33.8B | $32.3B | $1.5B | 368 | 10 |
| Apr 2018 | $33.8B | $32.3B | $1.5B | 368 | 10 |
| Apr 2018 | $33.8B | $32.3B | $1.5B | 368 | 10 |
| Apr 2018 | $33.8B | $32.3B | $1.5B | 368 | 10 |
| Mar 2018 | $31.1B | $29.7B | $1.3B | 368 | 10 |
| Jan 2018 | $32B | $31.4B | $592.6M | 250 | 56 |
| Jan 2018 | $30B | $29.4B | $592.6M | 250 | 56 |
| Dec 2017 | $30B | $29.4B | $592.6M | 250 | 56 |
| Nov 2017 | $30B | $29.4B | $592.6M | 250 | 56 |
| Nov 2017 | $30B | $29.4B | $592.6M | 250 | 56 |
| Sep 2017 | $28B | $27.4B | $606.8M | 250 | 16,000 |
| Aug 2017 | $27.4B | $26.8B | $606.8M | 250 | 16,000 |
| Jul 2017 | $27.1B | $26.5B | $610.1M | 250 | 16,000 |
| Jul 2017 | $27.1B | $26.5B | $610.1M | 250 | 16,000 |
| Jun 2017 | $26.4B | $25.8B | $610.1M | 250 | 16,000 |
| Jun 2017 | $26B | $25.4B | $610.1M | 250 | 16,000 |
| Jun 2017 | $25.2B | $24.6B | $610.1M | 250 | 16,000 |
| May 2017 | $25.2B | $24.6B | $610.1M | 250 | 16,000 |
| May 2017 | $24.2B | $23.5B | $681.7M | 250 | 16,000 |
| Mar 2017 | $24.2B | $23.5B | $681.7M | 250 | 16,000 |
| Jan 2017 | $23B | $22.3B | $681.7M | 199 | 11,000 |
| Jan 2017 | $22.2B | $21.4B | $873.6M | 199 | 11,000 |
| Jan 2017 | $22.2B | $21.4B | $873.6M | 199 | 11,000 |
| Dec 2016 | $22B | $21.1B | $873.6M | 199 | 11,000 |
| Dec 2016 | $21.5B | $20.6B | $873.6M | 199 | 11,000 |
| Oct 2016 | $21B | $20.1B | $888.5M | 199 | 11,000 |
| Sep 2016 | $20.7B | $19.9B | $888.5M | 199 | 11,000 |
| Jun 2016 | $18.6B | $18.4B | $129.3M | 199 | 11,000 |
| Jun 2016 | $18.6B | $18.4B | $129.3M | 199 | 11,000 |
| May 2016 | $18.3B | $18.2B | $129.3M | 199 | 11,000 |
| Apr 2016 | $18.3B | $18.2B | $129.3M | 199 | 11,000 |
| Apr 2016 | $18B | $17.9B | $92M | 199 | 11,000 |
| Mar 2016 | $17.4B | $17.3B | $92M | 199 | 11,000 |
| Mar 2016 | $17.1B | $17B | $92M | 199 | 11,000 |
| Mar 2016 | $16.7B | $16.6B | $92M | 199 | 11,000 |
| Feb 2016 | $16.6B | $16.5B | $132.7M | 199 | 11,000 |
| Jan 2016 | $16.6B | $16.5B | $132.7M | 186 | 8,500 |
| Jan 2016 | $16.6B | $16.5B | $132.7M | 186 | 8,500 |
| Dec 2015 | $16.6B | $16.5B | $132.7M | 186 | 8,500 |
| Nov 2015 | $16.6B | $16.5B | $132.7M | 186 | 8,500 |
| Nov 2015 | $16.6B | $16.5B | $132.7M | 186 | 8,500 |
| Oct 2015 | $16.1B | $16B | $133.4M | 186 | 8,500 |
| Oct 2015 | $15.8B | $15.7B | $133.4M | 186 | 8,500 |
| Oct 2015 | $15.5B | $15.4B | $134.2M | 186 | 8,500 |
| Jun 2015 | $15.5B | $15.4B | $134.2M | 186 | 8,500 |
| Jun 2015 | $15.4B | $15.2B | $134.2M | 186 | 8,500 |
| May 2015 | $15.4B | $15.2B | $134.2M | 186 | 8,500 |
| May 2015 | $15B | $14.9B | $134.2M | 186 | 8,500 |
| Apr 2015 | $15B | $14.9B | $134.2M | 186 | 8,500 |
| Mar 2015 | $14.6B | $14.4B | $152.4M | 186 | 8,500 |
| Mar 2015 | $14.3B | $14.2B | $152.4M | 186 | 8,500 |
| Feb 2015 | $14.1B | $13.9B | $152.4M | 108 | 6,700 |
| Jan 2015 | $13.7B | $13.6B | $152.4M | 108 | 6,700 |
| Jan 2015 | $13.5B | $13.3B | $131.9M | 108 | 6,700 |
| Dec 2014 | $13.2B | $13.1B | $131.9M | 108 | 6,700 |
| Dec 2014 | $13B | $12.9B | $131.9M | 108 | 6,700 |
| Nov 2014 | $12.5B | $12.4B | $131.9M | 108 | 6,700 |
| Oct 2014 | $12.3B | $12.1B | $131.9M | 108 | 6,700 |
| Aug 2014 | $12B | $11.9B | $116.5M | 108 | 6,700 |
| Aug 2014 | $11.8B | $11.7B | $116.5M | 108 | 6,700 |
| Jul 2014 | $11.5B | $11.4B | $113M | 108 | 6,700 |
| Jul 2014 | $11.3B | $11.2B | $113M | 108 | 6,700 |
| Jun 2014 | $11B | $10.9B | $113M | 108 | 6,700 |
| Jun 2014 | $10.8B | $10.7B | $113M | 108 | 6,700 |
| Jun 2014 | $10.5B | $10.4B | $113M | 108 | 6,700 |
| May 2014 | $10.3B | $10.1B | $113M | 108 | 6,700 |
| Apr 2014 | $10B | $9.9B | $116.8M | 108 | 6,700 |
| Mar 2014 | $9.8B | $9.6B | $116.8M | 108 | 6,700 |
| Mar 2014 | $9.5B | $9.4B | $116.8M | 108 | 6,700 |
| Feb 2014 | $9.3B | $9.1B | $116.8M | 108 | 6,700 |
| Jan 2014 | $9.1B | $9B | $116.8M | 108 | 6,700 |
| Jan 2014 | $9.1B | $9B | $116.8M | 108 | 6,700 |
| Nov 2013 | $8.5B | $8.4B | $148M | 62 | 4,000 |
| Oct 2013 | $8.3B | $8.1B | $148M | 62 | 4,000 |
| Oct 2013 | $8B | $7.9B | $147.3M | 62 | 4,000 |
| Sep 2013 | $7.8B | $7.7B | $147.3M | 62 | 4,000 |
| Sep 2013 | $7.6B | $7.4B | $147.3M | 62 | 4,000 |
| Aug 2013 | $7.3B | $7.1B | $164.2M | 62 | 4,000 |
| Aug 2013 | $7.3B | $7.1B | $164.2M | 62 | 4,000 |
| Jul 2013 | $7B | $6.8B | $164.2M | 62 | 4,000 |
| May 2013 | $6.9B | $6.7B | $158.6M | 62 | 4,000 |
| Apr 2013 | $6.5B | $6.3B | $158.6M | 62 | 4,000 |
| Apr 2013 | $6.4B | $6.3B | $154.5M | 62 | 4,000 |
| Feb 2013 | $6B | $5.8B | $154.5M | 62 | 4,000 |
| Feb 2013 | $5.9B | $5.7B | $154.5M | 62 | 4,000 |
| Jan 2013 | $5.3B | $5.1B | $154.9M | 45 | 2,200 |
| Dec 2012 | $5B | $4.9B | $154.9M | 45 | 2,200 |
| Dec 2012 | $5B | $4.9B | $154.9M | 45 | 2,200 |
| Oct 2012 | $4.6B | $4.3B | $283.4M | 11 | 2,200 |
| Sep 2012 | $4.6B | $4.3B | $283.4M | 11 | 2,200 |
| Aug 2012 | $4.1B | $3.8B | $283.4M | 11 | 2,200 |
| Jul 2012 | $3.8B | $3.4B | $349.4M | 11 | 2,200 |
| Jun 2012 | $3.8B | $3.4B | $349.4M | 11 | 2,200 |
| Jun 2012 | $3.4B | $3.1B | $349.4M | 11 | 2,200 |
| Mar 2012 | $3.4B | $3.1B | $349.4M | 11 | 2,200 |
| Mar 2012 | $3.2B | $2.9B | $349.4M | 11 | 2,200 |
| Mar 2012 | $3.2B | $2.9B | $349.4M | 11 | 2,200 |
| Feb 2012 | $3B | $2.7B | $349.4M | 11 | 2,200 |
| Aug 2011 | $2.3B | $1.9B | $361.6M | -- | -- |
| Jul 2011 | $2.3B | $1.9B | $361.6M | -- | -- |
| Jul 2011 | $2.3B | $1.9B | $361.6M | -- | -- |
| Jun 2011 | $2.2B | $1.8B | $461.6M | -- | -- |
| Jun 2011 | $1.9B | $1.5B | $461.6M | -- | -- |
| Apr 2011 | $1.9B | $1.5B | $461.6M | -- | -- |
| Mar 2011 | $1.9B | $1.5B | $461.6M | -- | -- |
| Feb 2011 | $1.8B | $1.4B | $428.7M | -- | -- |
| Jan 2011 | $1.8B | $1.4B | $428.7M | -- | -- |
| Jan 2011 | $1.8B | $1.4B | $428.7M | -- | -- |
| Jan 2011 | $1.8B | $1.4B | $428.7M | -- | -- |
| Dec 2010 | $1.8B | $1.4B | $428.7M | -- | -- |
| Oct 2010 | $1.7B | $1.2B | $428.7M | -- | -- |
| Aug 2010 | $1.3B | $1B | $301.6M | -- | -- |
| Jun 2010 | $1.3B | $1B | $301.6M | -- | -- |
| Apr 2010 | $1.2B | $878M | $284.3M | -- | -- |
| Mar 2010 | $1.2B | $878M | $284.3M | -- | -- |
| Mar 2010 | $1.2B | $878M | $284.3M | -- | -- |
| Oct 2009 | $1B | $731.1M | $270.5M | -- | -- |
| Oct 2009 | $848.1M | $623.8M | $224.3M | -- | -- |
| Jan 2008 | $504M | $504M | $0 | 10 | -- |
| Dec 2007 | $528.9M | $389.9M | $139M | 10 | -- |
| Aug 2007 | $528.9M | $389.9M | $139M | 10 | -- |
| May 2007 | $528.9M | $389.9M | $139M | 10 | -- |
| Feb 2007 | $347.3M | $347.3M | $0 | 10 | -- |
| Nov 2006 | $367M | $280M | $87M | 10 | -- |
| Mar 2006 | $342M | $255M | $87M | 10 | -- |
| Feb 2006 | $313.5M | $229.5M | $84M | 10 | -- |
| Oct 2005 | $223M | $211M | $12M | 10 | -- |
| Jun 2005 | $164.9M | $156.9M | $8M | 10 | -- |
| May 2005 | $164.9M | $156.9M | $8M | 10 | -- |
| Feb 2005 | $153.1M | $150.9M | $2.2M | 10 | -- |
| Jan 2005 | $92M | $92M | $0 | 10 | -- |
| Jan 2005 | $45M | $45M | $0 | 10 | -- |
| Jan 2004 | $92M | $92M | $0 | 10 | -- |
| Jan 2004 | $79M | $79M | $0 | 10 | -- |
| Nov 2003 | $79M | $79M | $0 | 10 | -- |
| Mar 2002 | $34.9M | $34.9M | $0 | -- | -- |
| Sep 2001 | $35M | $35M | $0 | -- | -- |
| Jul 2001 | $35M | $35M | $0 | -- | -- |
DateDec 2025
Total AUM$217.4B
Discretionary$214.6B
Non-Disc.$2.8B
Employees1,428
Clients5
DateSep 2025
Total AUM$217.4B
Discretionary$214.6B
Non-Disc.$2.8B
Employees1,428
Clients5
DateMay 2025
Total AUM$217.4B
Discretionary$214.6B
Non-Disc.$2.8B
Employees1,428
Clients5
DateMar 2025
Total AUM$217.4B
Discretionary$214.6B
Non-Disc.$2.8B
Employees1,428
Clients5
DateMar 2025
Total AUM$217.4B
Discretionary$214.6B
Non-Disc.$2.8B
Employees1,428
Clients5
DateNov 2024
Total AUM$175.3B
Discretionary$172.3B
Non-Disc.$3B
Employees1,319
Clients6
DateOct 2024
Total AUM$175.3B
Discretionary$172.3B
Non-Disc.$3B
Employees1,319
Clients6
DateJun 2024
Total AUM$175.3B
Discretionary$172.3B
Non-Disc.$3B
Employees1,319
Clients6
DateMay 2024
Total AUM$175.3B
Discretionary$172.3B
Non-Disc.$3B
Employees1,319
Clients6
DateApr 2024
Total AUM$175.3B
Discretionary$172.3B
Non-Disc.$3B
Employees1,319
Clients6
DateMar 2024
Total AUM$175.3B
Discretionary$172.3B
Non-Disc.$3B
Employees1,319
Clients6
DateNov 2023
Total AUM$155.3B
Discretionary$151.8B
Non-Disc.$3.5B
Employees1,165
Clients9
DateNov 2023
Total AUM$155.3B
Discretionary$151.8B
Non-Disc.$3.5B
Employees1,165
Clients9
DateAug 2023
Total AUM$155.3B
Discretionary$151.8B
Non-Disc.$3.5B
Employees1,165
Clients9
DateMar 2023
Total AUM$130.5B
Discretionary$129.1B
Non-Disc.$1.4B
Employees1,165
Clients9
DateAug 2022
Total AUM$133.8B
Discretionary$130.5B
Non-Disc.$3.3B
Employees929
Clients193
DateAug 2022
Total AUM$133.8B
Discretionary$130.5B
Non-Disc.$3.3B
Employees929
Clients193
DateMar 2022
Total AUM$133.8B
Discretionary$130.5B
Non-Disc.$3.3B
Employees929
Clients193
DateAug 2021
Total AUM$90B
Discretionary$87.4B
Non-Disc.$2.6B
Employees725
Clients7
DateJul 2021
Total AUM$90B
Discretionary$87.4B
Non-Disc.$2.6B
Employees725
Clients7
DateApr 2021
Total AUM$75.6B
Discretionary$73.3B
Non-Disc.$2.3B
Employees610
Clients6
DateFeb 2021
Total AUM$69.5B
Discretionary$67.1B
Non-Disc.$2.4B
Employees610
Clients6
DateFeb 2021
Total AUM$69.5B
Discretionary$67.1B
Non-Disc.$2.4B
Employees610
Clients6
DateDec 2020
Total AUM$60.4B
Discretionary$58.2B
Non-Disc.$2.2B
Employees582
Clients6
DateNov 2020
Total AUM$55.5B
Discretionary$53.5B
Non-Disc.$2B
Employees582
Clients6
DateJul 2020
Total AUM$49.4B
Discretionary$47.5B
Non-Disc.$1.9B
Employees540
Clients6
DateJun 2020
Total AUM$45.1B
Discretionary$43.3B
Non-Disc.$1.7B
Employees511
Clients6
DateJun 2020
Total AUM$45.1B
Discretionary$43.3B
Non-Disc.$1.7B
Employees511
Clients6
DateMar 2020
Total AUM$47.9B
Discretionary$46.1B
Non-Disc.$1.8B
Employees497
Clients6
DateFeb 2020
Total AUM$47.9B
Discretionary$46.1B
Non-Disc.$1.8B
Employees497
Clients6
DateDec 2019
Total AUM$45.8B
Discretionary$44.2B
Non-Disc.$1.6B
Employees488
Clients6
DateSep 2019
Total AUM$43.4B
Discretionary$41.8B
Non-Disc.$1.6B
Employees488
Clients19
DateJul 2019
Total AUM$42.1B
Discretionary$40.5B
Non-Disc.$1.6B
Employees488
Clients13
DateMay 2019
Total AUM$36.5B
Discretionary$34.9B
Non-Disc.$1.7B
Employees482
Clients12
DateMar 2019
Total AUM$36.5B
Discretionary$34.9B
Non-Disc.$1.7B
Employees464
Clients12
DateJan 2019
Total AUM$36B
Discretionary$35.2B
Non-Disc.$833.9M
Employees582
Clients27
DateNov 2018
Total AUM$36.5B
Discretionary$35.6B
Non-Disc.$895.9M
Employees582
Clients30
DateOct 2018
Total AUM$37B
Discretionary$36.2B
Non-Disc.$796M
Employees582
Clients30
DateOct 2018
Total AUM$37B
Discretionary$36.2B
Non-Disc.$796M
Employees582
Clients30
DateSep 2018
Total AUM$37B
Discretionary$36.2B
Non-Disc.$796M
Employees582
Clients30
DateJul 2018
Total AUM$36.2B
Discretionary$35.3B
Non-Disc.$909.7M
Employees429
Clients32
DateApr 2018
Total AUM$33.8B
Discretionary$32.3B
Non-Disc.$1.5B
Employees368
Clients10
DateApr 2018
Total AUM$33.8B
Discretionary$32.3B
Non-Disc.$1.5B
Employees368
Clients10
DateApr 2018
Total AUM$33.8B
Discretionary$32.3B
Non-Disc.$1.5B
Employees368
Clients10
DateApr 2018
Total AUM$33.8B
Discretionary$32.3B
Non-Disc.$1.5B
Employees368
Clients10
DateMar 2018
Total AUM$31.1B
Discretionary$29.7B
Non-Disc.$1.3B
Employees368
Clients10
DateJan 2018
Total AUM$32B
Discretionary$31.4B
Non-Disc.$592.6M
Employees250
Clients56
DateJan 2018
Total AUM$30B
Discretionary$29.4B
Non-Disc.$592.6M
Employees250
Clients56
DateDec 2017
Total AUM$30B
Discretionary$29.4B
Non-Disc.$592.6M
Employees250
Clients56
DateNov 2017
Total AUM$30B
Discretionary$29.4B
Non-Disc.$592.6M
Employees250
Clients56
DateNov 2017
Total AUM$30B
Discretionary$29.4B
Non-Disc.$592.6M
Employees250
Clients56
DateSep 2017
Total AUM$28B
Discretionary$27.4B
Non-Disc.$606.8M
Employees250
Clients16,000
DateAug 2017
Total AUM$27.4B
Discretionary$26.8B
Non-Disc.$606.8M
Employees250
Clients16,000
DateJul 2017
Total AUM$27.1B
Discretionary$26.5B
Non-Disc.$610.1M
Employees250
Clients16,000
DateJul 2017
Total AUM$27.1B
Discretionary$26.5B
Non-Disc.$610.1M
Employees250
Clients16,000
DateJun 2017
Total AUM$26.4B
Discretionary$25.8B
Non-Disc.$610.1M
Employees250
Clients16,000
DateJun 2017
Total AUM$26B
Discretionary$25.4B
Non-Disc.$610.1M
Employees250
Clients16,000
DateJun 2017
Total AUM$25.2B
Discretionary$24.6B
Non-Disc.$610.1M
Employees250
Clients16,000
DateMay 2017
Total AUM$25.2B
Discretionary$24.6B
Non-Disc.$610.1M
Employees250
Clients16,000
DateMay 2017
Total AUM$24.2B
Discretionary$23.5B
Non-Disc.$681.7M
Employees250
Clients16,000
DateMar 2017
Total AUM$24.2B
Discretionary$23.5B
Non-Disc.$681.7M
Employees250
Clients16,000
DateJan 2017
Total AUM$23B
Discretionary$22.3B
Non-Disc.$681.7M
Employees199
Clients11,000
DateJan 2017
Total AUM$22.2B
Discretionary$21.4B
Non-Disc.$873.6M
Employees199
Clients11,000
DateJan 2017
Total AUM$22.2B
Discretionary$21.4B
Non-Disc.$873.6M
Employees199
Clients11,000
DateDec 2016
Total AUM$22B
Discretionary$21.1B
Non-Disc.$873.6M
Employees199
Clients11,000
DateDec 2016
Total AUM$21.5B
Discretionary$20.6B
Non-Disc.$873.6M
Employees199
Clients11,000
DateOct 2016
Total AUM$21B
Discretionary$20.1B
Non-Disc.$888.5M
Employees199
Clients11,000
DateSep 2016
Total AUM$20.7B
Discretionary$19.9B
Non-Disc.$888.5M
Employees199
Clients11,000
DateJun 2016
Total AUM$18.6B
Discretionary$18.4B
Non-Disc.$129.3M
Employees199
Clients11,000
DateJun 2016
Total AUM$18.6B
Discretionary$18.4B
Non-Disc.$129.3M
Employees199
Clients11,000
DateMay 2016
Total AUM$18.3B
Discretionary$18.2B
Non-Disc.$129.3M
Employees199
Clients11,000
DateApr 2016
Total AUM$18.3B
Discretionary$18.2B
Non-Disc.$129.3M
Employees199
Clients11,000
DateApr 2016
Total AUM$18B
Discretionary$17.9B
Non-Disc.$92M
Employees199
Clients11,000
DateMar 2016
Total AUM$17.4B
Discretionary$17.3B
Non-Disc.$92M
Employees199
Clients11,000
DateMar 2016
Total AUM$17.1B
Discretionary$17B
Non-Disc.$92M
Employees199
Clients11,000
DateMar 2016
Total AUM$16.7B
Discretionary$16.6B
Non-Disc.$92M
Employees199
Clients11,000
DateFeb 2016
Total AUM$16.6B
Discretionary$16.5B
Non-Disc.$132.7M
Employees199
Clients11,000
DateJan 2016
Total AUM$16.6B
Discretionary$16.5B
Non-Disc.$132.7M
Employees186
Clients8,500
DateJan 2016
Total AUM$16.6B
Discretionary$16.5B
Non-Disc.$132.7M
Employees186
Clients8,500
DateDec 2015
Total AUM$16.6B
Discretionary$16.5B
Non-Disc.$132.7M
Employees186
Clients8,500
DateNov 2015
Total AUM$16.6B
Discretionary$16.5B
Non-Disc.$132.7M
Employees186
Clients8,500
DateNov 2015
Total AUM$16.6B
Discretionary$16.5B
Non-Disc.$132.7M
Employees186
Clients8,500
DateOct 2015
Total AUM$16.1B
Discretionary$16B
Non-Disc.$133.4M
Employees186
Clients8,500
DateOct 2015
Total AUM$15.8B
Discretionary$15.7B
Non-Disc.$133.4M
Employees186
Clients8,500
DateOct 2015
Total AUM$15.5B
Discretionary$15.4B
Non-Disc.$134.2M
Employees186
Clients8,500
DateJun 2015
Total AUM$15.5B
Discretionary$15.4B
Non-Disc.$134.2M
Employees186
Clients8,500
DateJun 2015
Total AUM$15.4B
Discretionary$15.2B
Non-Disc.$134.2M
Employees186
Clients8,500
DateMay 2015
Total AUM$15.4B
Discretionary$15.2B
Non-Disc.$134.2M
Employees186
Clients8,500
DateMay 2015
Total AUM$15B
Discretionary$14.9B
Non-Disc.$134.2M
Employees186
Clients8,500
DateApr 2015
Total AUM$15B
Discretionary$14.9B
Non-Disc.$134.2M
Employees186
Clients8,500
DateMar 2015
Total AUM$14.6B
Discretionary$14.4B
Non-Disc.$152.4M
Employees186
Clients8,500
DateMar 2015
Total AUM$14.3B
Discretionary$14.2B
Non-Disc.$152.4M
Employees186
Clients8,500
DateFeb 2015
Total AUM$14.1B
Discretionary$13.9B
Non-Disc.$152.4M
Employees108
Clients6,700
DateJan 2015
Total AUM$13.7B
Discretionary$13.6B
Non-Disc.$152.4M
Employees108
Clients6,700
DateJan 2015
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$131.9M
Employees108
Clients6,700
DateDec 2014
Total AUM$13.2B
Discretionary$13.1B
Non-Disc.$131.9M
Employees108
Clients6,700
DateDec 2014
Total AUM$13B
Discretionary$12.9B
Non-Disc.$131.9M
Employees108
Clients6,700
DateNov 2014
Total AUM$12.5B
Discretionary$12.4B
Non-Disc.$131.9M
Employees108
Clients6,700
DateOct 2014
Total AUM$12.3B
Discretionary$12.1B
Non-Disc.$131.9M
Employees108
Clients6,700
DateAug 2014
Total AUM$12B
Discretionary$11.9B
Non-Disc.$116.5M
Employees108
Clients6,700
DateAug 2014
Total AUM$11.8B
Discretionary$11.7B
Non-Disc.$116.5M
Employees108
Clients6,700
DateJul 2014
Total AUM$11.5B
Discretionary$11.4B
Non-Disc.$113M
Employees108
Clients6,700
DateJul 2014
Total AUM$11.3B
Discretionary$11.2B
Non-Disc.$113M
Employees108
Clients6,700
DateJun 2014
Total AUM$11B
Discretionary$10.9B
Non-Disc.$113M
Employees108
Clients6,700
DateJun 2014
Total AUM$10.8B
Discretionary$10.7B
Non-Disc.$113M
Employees108
Clients6,700
DateJun 2014
Total AUM$10.5B
Discretionary$10.4B
Non-Disc.$113M
Employees108
Clients6,700
DateMay 2014
Total AUM$10.3B
Discretionary$10.1B
Non-Disc.$113M
Employees108
Clients6,700
DateApr 2014
Total AUM$10B
Discretionary$9.9B
Non-Disc.$116.8M
Employees108
Clients6,700
DateMar 2014
Total AUM$9.8B
Discretionary$9.6B
Non-Disc.$116.8M
Employees108
Clients6,700
DateMar 2014
Total AUM$9.5B
Discretionary$9.4B
Non-Disc.$116.8M
Employees108
Clients6,700
DateFeb 2014
Total AUM$9.3B
Discretionary$9.1B
Non-Disc.$116.8M
Employees108
Clients6,700
DateJan 2014
Total AUM$9.1B
Discretionary$9B
Non-Disc.$116.8M
Employees108
Clients6,700
DateJan 2014
Total AUM$9.1B
Discretionary$9B
Non-Disc.$116.8M
Employees108
Clients6,700
DateNov 2013
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$148M
Employees62
Clients4,000
DateOct 2013
Total AUM$8.3B
Discretionary$8.1B
Non-Disc.$148M
Employees62
Clients4,000
DateOct 2013
Total AUM$8B
Discretionary$7.9B
Non-Disc.$147.3M
Employees62
Clients4,000
DateSep 2013
Total AUM$7.8B
Discretionary$7.7B
Non-Disc.$147.3M
Employees62
Clients4,000
DateSep 2013
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$147.3M
Employees62
Clients4,000
DateAug 2013
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$164.2M
Employees62
Clients4,000
DateAug 2013
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$164.2M
Employees62
Clients4,000
DateJul 2013
Total AUM$7B
Discretionary$6.8B
Non-Disc.$164.2M
Employees62
Clients4,000
DateMay 2013
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$158.6M
Employees62
Clients4,000
DateApr 2013
Total AUM$6.5B
Discretionary$6.3B
Non-Disc.$158.6M
Employees62
Clients4,000
DateApr 2013
Total AUM$6.4B
Discretionary$6.3B
Non-Disc.$154.5M
Employees62
Clients4,000
DateFeb 2013
Total AUM$6B
Discretionary$5.8B
Non-Disc.$154.5M
Employees62
Clients4,000
DateFeb 2013
Total AUM$5.9B
Discretionary$5.7B
Non-Disc.$154.5M
Employees62
Clients4,000
DateJan 2013
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$154.9M
Employees45
Clients2,200
DateDec 2012
Total AUM$5B
Discretionary$4.9B
Non-Disc.$154.9M
Employees45
Clients2,200
DateDec 2012
Total AUM$5B
Discretionary$4.9B
Non-Disc.$154.9M
Employees45
Clients2,200
DateOct 2012
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$283.4M
Employees11
Clients2,200
DateSep 2012
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$283.4M
Employees11
Clients2,200
DateAug 2012
Total AUM$4.1B
Discretionary$3.8B
Non-Disc.$283.4M
Employees11
Clients2,200
DateJul 2012
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$349.4M
Employees11
Clients2,200
DateJun 2012
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$349.4M
Employees11
Clients2,200
DateJun 2012
Total AUM$3.4B
Discretionary$3.1B
Non-Disc.$349.4M
Employees11
Clients2,200
DateMar 2012
Total AUM$3.4B
Discretionary$3.1B
Non-Disc.$349.4M
Employees11
Clients2,200
DateMar 2012
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$349.4M
Employees11
Clients2,200
DateMar 2012
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$349.4M
Employees11
Clients2,200
DateFeb 2012
Total AUM$3B
Discretionary$2.7B
Non-Disc.$349.4M
Employees11
Clients2,200
DateAug 2011
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$361.6M
Employees--
Clients--
DateJul 2011
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$361.6M
Employees--
Clients--
DateJul 2011
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$361.6M
Employees--
Clients--
DateJun 2011
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$461.6M
Employees--
Clients--
DateJun 2011
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$461.6M
Employees--
Clients--
DateApr 2011
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$461.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$461.6M
Employees--
Clients--
DateFeb 2011
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$428.7M
Employees--
Clients--
DateJan 2011
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$428.7M
Employees--
Clients--
DateJan 2011
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$428.7M
Employees--
Clients--
DateJan 2011
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$428.7M
Employees--
Clients--
DateDec 2010
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$428.7M
Employees--
Clients--
DateOct 2010
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$428.7M
Employees--
Clients--
DateAug 2010
Total AUM$1.3B
Discretionary$1B
Non-Disc.$301.6M
Employees--
Clients--
DateJun 2010
Total AUM$1.3B
Discretionary$1B
Non-Disc.$301.6M
Employees--
Clients--
DateApr 2010
Total AUM$1.2B
Discretionary$878M
Non-Disc.$284.3M
Employees--
Clients--
DateMar 2010
Total AUM$1.2B
Discretionary$878M
Non-Disc.$284.3M
Employees--
Clients--
DateMar 2010
Total AUM$1.2B
Discretionary$878M
Non-Disc.$284.3M
Employees--
Clients--
DateOct 2009
Total AUM$1B
Discretionary$731.1M
Non-Disc.$270.5M
Employees--
Clients--
DateOct 2009
Total AUM$848.1M
Discretionary$623.8M
Non-Disc.$224.3M
Employees--
Clients--
DateJan 2008
Total AUM$504M
Discretionary$504M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$528.9M
Discretionary$389.9M
Non-Disc.$139M
Employees10
Clients--
DateAug 2007
Total AUM$528.9M
Discretionary$389.9M
Non-Disc.$139M
Employees10
Clients--
DateMay 2007
Total AUM$528.9M
Discretionary$389.9M
Non-Disc.$139M
Employees10
Clients--
DateFeb 2007
Total AUM$347.3M
Discretionary$347.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$367M
Discretionary$280M
Non-Disc.$87M
Employees10
Clients--
DateMar 2006
Total AUM$342M
Discretionary$255M
Non-Disc.$87M
Employees10
Clients--
DateFeb 2006
Total AUM$313.5M
Discretionary$229.5M
Non-Disc.$84M
Employees10
Clients--
DateOct 2005
Total AUM$223M
Discretionary$211M
Non-Disc.$12M
Employees10
Clients--
DateJun 2005
Total AUM$164.9M
Discretionary$156.9M
Non-Disc.$8M
Employees10
Clients--
DateMay 2005
Total AUM$164.9M
Discretionary$156.9M
Non-Disc.$8M
Employees10
Clients--
DateFeb 2005
Total AUM$153.1M
Discretionary$150.9M
Non-Disc.$2.2M
Employees10
Clients--
DateJan 2005
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$34.9M
Discretionary$34.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees--
Clients--