OPPENHEIMER ASSET MANAGEMENT INC.
Legal name: OPPENHEIMER ASSET MANAGEMENT
CRD #105559 SEC #801-31427 NEW YORK, NY 212-668-8000
SEC Registered
Total AUM
$20B
Discretionary
$14.9B
Employees
134
Clients
--
Accounts
44,391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $20B | $14.9B | $5B | 134 | 0 |
| Jul 2025 | $20B | $14.9B | $5B | 134 | 0 |
| Jun 2025 | $20B | $14.9B | $5B | 134 | 0 |
| May 2025 | $20B | $14.9B | $5B | 134 | 0 |
| Mar 2025 | $20B | $14.9B | $5B | 134 | 0 |
| Mar 2024 | $18.8B | $14.1B | $4.7B | 127 | 0 |
| Apr 2023 | $16.2B | $11.9B | $4.3B | 127 | 0 |
| Mar 2023 | $16.2B | $11.9B | $4.3B | 127 | 0 |
| Nov 2022 | $19.9B | $14.2B | $5.7B | 134 | 0 |
| Sep 2022 | $19.9B | $14.2B | $5.7B | 134 | 0 |
| Sep 2022 | $19.9B | $14.2B | $5.7B | 134 | 0 |
| Mar 2022 | $19.9B | $14.2B | $5.7B | 134 | 0 |
| Mar 2022 | $16.9B | $11.9B | $5B | 134 | 0 |
| Mar 2022 | $16.9B | $11.9B | $5B | 134 | 0 |
| Dec 2021 | $16.9B | $11.9B | $5B | 134 | 0 |
| Aug 2021 | $16.9B | $11.9B | $5B | 134 | 0 |
| May 2021 | $16.9B | $11.9B | $5B | 134 | 0 |
| Mar 2021 | $16.9B | $11.9B | $5B | 134 | 0 |
| Mar 2021 | $16.9B | $11.9B | $5B | 134 | 0 |
| Mar 2021 | $15.2B | $10.8B | $4.4B | 133 | 0 |
| Feb 2021 | $15.2B | $10.8B | $4.4B | 133 | 0 |
| Aug 2020 | $15.2B | $10.8B | $4.4B | 133 | 0 |
| Aug 2020 | $15.2B | $10.8B | $4.4B | 133 | 0 |
| Jun 2020 | $15.2B | $10.8B | $4.4B | 133 | 0 |
| Mar 2020 | $15.2B | $10.8B | $4.4B | 133 | 0 |
| Sep 2019 | $13.4B | $9.3B | $4.1B | 118 | 0 |
| Aug 2019 | $13.4B | $9.3B | $4.1B | 118 | 0 |
| Mar 2019 | $13.4B | $9.3B | $4.1B | 118 | 0 |
| Feb 2019 | $14.4B | $13.9B | $434.5M | 125 | 0 |
| Aug 2018 | $14.4B | $9.7B | $4.7B | 125 | 0 |
| Jun 2018 | $14.4B | $9.7B | $4.7B | 125 | 0 |
| May 2018 | $14.4B | $9.7B | $4.7B | 125 | 0 |
| May 2018 | $14.4B | $9.7B | $4.7B | 125 | 0 |
| Mar 2018 | $14.4B | $9.8B | $4.6B | 125 | 0 |
| Nov 2017 | $12.4B | $2.7B | $9.7B | 121 | 0 |
| Sep 2017 | $12.4B | $2.7B | $9.7B | 121 | 35,100 |
| Jun 2017 | $12.4B | $2.7B | $9.7B | 121 | 35,100 |
| May 2017 | $12.4B | $2.7B | $9.7B | 121 | 35,100 |
| Mar 2017 | $12.4B | $2.8B | $9.7B | 121 | 34,600 |
| Oct 2016 | $12.2B | $2.7B | $9.5B | 119 | 34,400 |
| Jun 2016 | $12.2B | $2.7B | $9.5B | 119 | 34,400 |
| May 2016 | $12.2B | $2.7B | $9.5B | 119 | 34,400 |
| Mar 2016 | $12.2B | $2.7B | $9.4B | 119 | 34,400 |
| Apr 2015 | $13.5B | $2.6B | $10.9B | 115 | 35,000 |
| Mar 2015 | $13.5B | $2.6B | $10.9B | 115 | 35,000 |
| Feb 2015 | $12.9B | $2.3B | $10.6B | 115 | 35,000 |
| Jan 2015 | $12.9B | $2.3B | $10.6B | 115 | 35,000 |
| Jul 2014 | $12.9B | $2.3B | $10.6B | 115 | 35,000 |
| Mar 2014 | $12.9B | $2.3B | $10.6B | 115 | 35,000 |
| Nov 2013 | $9.2B | $2.2B | $7B | 115 | 32,000 |
| Jul 2013 | $9.2B | $2.2B | $7B | 115 | 32,000 |
| Apr 2013 | $9.2B | $2.2B | $7B | 115 | 32,000 |
| Mar 2013 | $9.2B | $2.2B | $7B | 115 | 32,000 |
| Sep 2012 | $9.1B | $2.6B | $6.5B | 51 | 32,000 |
| Aug 2012 | $9.1B | $2.6B | $6.5B | 51 | 32,000 |
| Jul 2012 | $9.1B | $2.6B | $6.5B | 51 | 32,000 |
| Apr 2012 | $9.1B | $2.6B | $6.5B | 51 | 32,000 |
| Apr 2012 | $9.1B | $2.6B | $6.5B | 51 | 32,000 |
| Mar 2012 | $9.1B | $2.6B | $6.5B | 51 | 32,000 |
| Mar 2011 | $8.2B | $4.7B | $3.5B | 51 | -- |
| Mar 2008 | $10.3B | $1.2B | $9.1B | 51 | -- |
| Mar 2007 | $7.7B | $5.6B | $2.1B | 51 | -- |
| Mar 2006 | $6.1B | $4.7B | $1.5B | 51 | -- |
| Mar 2004 | $4.4B | $1.6B | $2.8B | 51 | -- |
DateOct 2025
Total AUM$20B
Discretionary$14.9B
Non-Disc.$5B
Employees134
Clients0
DateJul 2025
Total AUM$20B
Discretionary$14.9B
Non-Disc.$5B
Employees134
Clients0
DateJun 2025
Total AUM$20B
Discretionary$14.9B
Non-Disc.$5B
Employees134
Clients0
DateMay 2025
Total AUM$20B
Discretionary$14.9B
Non-Disc.$5B
Employees134
Clients0
DateMar 2025
Total AUM$20B
Discretionary$14.9B
Non-Disc.$5B
Employees134
Clients0
DateMar 2024
Total AUM$18.8B
Discretionary$14.1B
Non-Disc.$4.7B
Employees127
Clients0
DateApr 2023
Total AUM$16.2B
Discretionary$11.9B
Non-Disc.$4.3B
Employees127
Clients0
DateMar 2023
Total AUM$16.2B
Discretionary$11.9B
Non-Disc.$4.3B
Employees127
Clients0
DateNov 2022
Total AUM$19.9B
Discretionary$14.2B
Non-Disc.$5.7B
Employees134
Clients0
DateSep 2022
Total AUM$19.9B
Discretionary$14.2B
Non-Disc.$5.7B
Employees134
Clients0
DateSep 2022
Total AUM$19.9B
Discretionary$14.2B
Non-Disc.$5.7B
Employees134
Clients0
DateMar 2022
Total AUM$19.9B
Discretionary$14.2B
Non-Disc.$5.7B
Employees134
Clients0
DateMar 2022
Total AUM$16.9B
Discretionary$11.9B
Non-Disc.$5B
Employees134
Clients0
DateMar 2022
Total AUM$16.9B
Discretionary$11.9B
Non-Disc.$5B
Employees134
Clients0
DateDec 2021
Total AUM$16.9B
Discretionary$11.9B
Non-Disc.$5B
Employees134
Clients0
DateAug 2021
Total AUM$16.9B
Discretionary$11.9B
Non-Disc.$5B
Employees134
Clients0
DateMay 2021
Total AUM$16.9B
Discretionary$11.9B
Non-Disc.$5B
Employees134
Clients0
DateMar 2021
Total AUM$16.9B
Discretionary$11.9B
Non-Disc.$5B
Employees134
Clients0
DateMar 2021
Total AUM$16.9B
Discretionary$11.9B
Non-Disc.$5B
Employees134
Clients0
DateMar 2021
Total AUM$15.2B
Discretionary$10.8B
Non-Disc.$4.4B
Employees133
Clients0
DateFeb 2021
Total AUM$15.2B
Discretionary$10.8B
Non-Disc.$4.4B
Employees133
Clients0
DateAug 2020
Total AUM$15.2B
Discretionary$10.8B
Non-Disc.$4.4B
Employees133
Clients0
DateAug 2020
Total AUM$15.2B
Discretionary$10.8B
Non-Disc.$4.4B
Employees133
Clients0
DateJun 2020
Total AUM$15.2B
Discretionary$10.8B
Non-Disc.$4.4B
Employees133
Clients0
DateMar 2020
Total AUM$15.2B
Discretionary$10.8B
Non-Disc.$4.4B
Employees133
Clients0
DateSep 2019
Total AUM$13.4B
Discretionary$9.3B
Non-Disc.$4.1B
Employees118
Clients0
DateAug 2019
Total AUM$13.4B
Discretionary$9.3B
Non-Disc.$4.1B
Employees118
Clients0
DateMar 2019
Total AUM$13.4B
Discretionary$9.3B
Non-Disc.$4.1B
Employees118
Clients0
DateFeb 2019
Total AUM$14.4B
Discretionary$13.9B
Non-Disc.$434.5M
Employees125
Clients0
DateAug 2018
Total AUM$14.4B
Discretionary$9.7B
Non-Disc.$4.7B
Employees125
Clients0
DateJun 2018
Total AUM$14.4B
Discretionary$9.7B
Non-Disc.$4.7B
Employees125
Clients0
DateMay 2018
Total AUM$14.4B
Discretionary$9.7B
Non-Disc.$4.7B
Employees125
Clients0
DateMay 2018
Total AUM$14.4B
Discretionary$9.7B
Non-Disc.$4.7B
Employees125
Clients0
DateMar 2018
Total AUM$14.4B
Discretionary$9.8B
Non-Disc.$4.6B
Employees125
Clients0
DateNov 2017
Total AUM$12.4B
Discretionary$2.7B
Non-Disc.$9.7B
Employees121
Clients0
DateSep 2017
Total AUM$12.4B
Discretionary$2.7B
Non-Disc.$9.7B
Employees121
Clients35,100
DateJun 2017
Total AUM$12.4B
Discretionary$2.7B
Non-Disc.$9.7B
Employees121
Clients35,100
DateMay 2017
Total AUM$12.4B
Discretionary$2.7B
Non-Disc.$9.7B
Employees121
Clients35,100
DateMar 2017
Total AUM$12.4B
Discretionary$2.8B
Non-Disc.$9.7B
Employees121
Clients34,600
DateOct 2016
Total AUM$12.2B
Discretionary$2.7B
Non-Disc.$9.5B
Employees119
Clients34,400
DateJun 2016
Total AUM$12.2B
Discretionary$2.7B
Non-Disc.$9.5B
Employees119
Clients34,400
DateMay 2016
Total AUM$12.2B
Discretionary$2.7B
Non-Disc.$9.5B
Employees119
Clients34,400
DateMar 2016
Total AUM$12.2B
Discretionary$2.7B
Non-Disc.$9.4B
Employees119
Clients34,400
DateApr 2015
Total AUM$13.5B
Discretionary$2.6B
Non-Disc.$10.9B
Employees115
Clients35,000
DateMar 2015
Total AUM$13.5B
Discretionary$2.6B
Non-Disc.$10.9B
Employees115
Clients35,000
DateFeb 2015
Total AUM$12.9B
Discretionary$2.3B
Non-Disc.$10.6B
Employees115
Clients35,000
DateJan 2015
Total AUM$12.9B
Discretionary$2.3B
Non-Disc.$10.6B
Employees115
Clients35,000
DateJul 2014
Total AUM$12.9B
Discretionary$2.3B
Non-Disc.$10.6B
Employees115
Clients35,000
DateMar 2014
Total AUM$12.9B
Discretionary$2.3B
Non-Disc.$10.6B
Employees115
Clients35,000
DateNov 2013
Total AUM$9.2B
Discretionary$2.2B
Non-Disc.$7B
Employees115
Clients32,000
DateJul 2013
Total AUM$9.2B
Discretionary$2.2B
Non-Disc.$7B
Employees115
Clients32,000
DateApr 2013
Total AUM$9.2B
Discretionary$2.2B
Non-Disc.$7B
Employees115
Clients32,000
DateMar 2013
Total AUM$9.2B
Discretionary$2.2B
Non-Disc.$7B
Employees115
Clients32,000
DateSep 2012
Total AUM$9.1B
Discretionary$2.6B
Non-Disc.$6.5B
Employees51
Clients32,000
DateAug 2012
Total AUM$9.1B
Discretionary$2.6B
Non-Disc.$6.5B
Employees51
Clients32,000
DateJul 2012
Total AUM$9.1B
Discretionary$2.6B
Non-Disc.$6.5B
Employees51
Clients32,000
DateApr 2012
Total AUM$9.1B
Discretionary$2.6B
Non-Disc.$6.5B
Employees51
Clients32,000
DateApr 2012
Total AUM$9.1B
Discretionary$2.6B
Non-Disc.$6.5B
Employees51
Clients32,000
DateMar 2012
Total AUM$9.1B
Discretionary$2.6B
Non-Disc.$6.5B
Employees51
Clients32,000
DateMar 2011
Total AUM$8.2B
Discretionary$4.7B
Non-Disc.$3.5B
Employees51
Clients--
DateMar 2008
Total AUM$10.3B
Discretionary$1.2B
Non-Disc.$9.1B
Employees51
Clients--
DateMar 2007
Total AUM$7.7B
Discretionary$5.6B
Non-Disc.$2.1B
Employees51
Clients--
DateMar 2006
Total AUM$6.1B
Discretionary$4.7B
Non-Disc.$1.5B
Employees51
Clients--
DateMar 2004
Total AUM$4.4B
Discretionary$1.6B
Non-Disc.$2.8B
Employees51
Clients--