CETERA INVESTMENT ADVISERS LLC
CRD #105644 SEC #801-20406 SCHAUMBURG, IL 310-257-7880
SEC Registered
Total AUM
$163.8B
Discretionary
$127.7B
Employees
7,705
Clients
--
Accounts
584,487
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $163.8B | $127.7B | $36.1B | 7,705 | 20,530 |
| Nov 2025 | $163.8B | $127.7B | $36.1B | 7,705 | 20,530 |
| Oct 2025 | $163.8B | $127.7B | $36.1B | 7,705 | 20,530 |
| Jul 2025 | $163.8B | $127.7B | $36.1B | 7,705 | 20,530 |
| Jun 2025 | $163.8B | $127.7B | $36.1B | 7,705 | 20,530 |
| May 2025 | $163.8B | $127.7B | $36.1B | 7,705 | 20,530 |
| Apr 2025 | $163.8B | $127.7B | $36.1B | 7,705 | 20,530 |
| Mar 2025 | $163.8B | $127.7B | $36.1B | 7,705 | 20,530 |
| Mar 2025 | $163.8B | $127.7B | $36.1B | 7,705 | 20,530 |
| Mar 2025 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Feb 2025 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Jan 2025 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Dec 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Dec 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Dec 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Nov 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Sep 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Jul 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Jun 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| May 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Apr 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Mar 2024 | $104.5B | $78.4B | $26.1B | 6,648 | 16,618 |
| Jan 2024 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Jan 2024 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Jan 2024 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Oct 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Oct 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Sep 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Aug 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Aug 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Jul 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Jul 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Jun 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Jun 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| May 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| May 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Apr 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Mar 2023 | $33.4B | $30.3B | $3B | 3,094 | 4,523 |
| Mar 2023 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Feb 2023 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Jan 2023 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Jan 2023 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Jan 2023 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Dec 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Nov 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Nov 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Nov 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Sep 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Sep 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Jun 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Jun 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| May 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Mar 2022 | $35.8B | $32.3B | $3.5B | 3,055 | 3,318 |
| Mar 2022 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Feb 2022 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Jan 2022 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Nov 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Oct 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Oct 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Sep 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Sep 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Aug 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Jul 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Jun 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Jun 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Jun 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| May 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| May 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| May 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Apr 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Mar 2021 | $28.3B | $25.4B | $2.9B | 2,967 | 1,235 |
| Mar 2021 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Jan 2021 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Dec 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Nov 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Nov 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Jul 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Jul 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Jun 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Jun 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Jun 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| May 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| May 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Apr 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Mar 2020 | $15.9B | $13.8B | $2.1B | 2,358 | 622 |
| Feb 2020 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Jan 2020 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Dec 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Dec 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Dec 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Dec 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Oct 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Aug 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Aug 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Jun 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Jun 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Apr 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Apr 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Apr 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Mar 2019 | $10.3B | $8.7B | $1.6B | 2,072 | 352 |
| Jan 2019 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| Dec 2018 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| Dec 2018 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| Oct 2018 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| Sep 2018 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| Jul 2018 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| Jun 2018 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| Jun 2018 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| May 2018 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| Mar 2018 | $10.1B | $8.4B | $1.7B | 1,951 | 96 |
| Jan 2018 | $7.8B | $5.9B | $2B | 1,928 | 0 |
| Sep 2017 | $7.8B | $5.9B | $2B | 1,928 | 41,300 |
| Aug 2017 | $7.8B | $5.9B | $2B | 1,928 | 41,300 |
| Aug 2017 | $7.8B | $5.9B | $2B | 1,928 | 41,300 |
| Jul 2017 | $7.8B | $5.9B | $2B | 1,928 | 41,300 |
| Jun 2017 | $7.8B | $5.9B | $2B | 1,928 | 41,300 |
| Apr 2017 | $7.8B | $5.9B | $2B | 1,928 | 41,300 |
| Mar 2017 | $7.8B | $5.9B | $2B | 1,928 | 41,300 |
| Mar 2017 | $7B | $5.1B | $1.9B | 2,109 | 26,700 |
| Nov 2016 | $7B | $5.1B | $1.9B | 2,109 | 26,700 |
| Jun 2016 | $7B | $5.1B | $1.9B | 2,109 | 26,700 |
| Mar 2016 | $7B | $5.1B | $1.9B | 2,109 | 26,700 |
| Feb 2016 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Dec 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Nov 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Nov 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Oct 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Sep 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Aug 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Aug 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Jul 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Jul 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Jun 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Apr 2015 | $7.4B | $4.5B | $2.9B | 1,901 | 39,900 |
| Oct 2014 | $4.7B | $3B | $1.7B | 1,778 | 15,412 |
| Oct 2014 | $4.7B | $3B | $1.7B | 1,778 | 15,412 |
| Oct 2014 | $4.7B | $3B | $1.7B | 1,778 | 15,412 |
| Oct 2014 | $4.7B | $3B | $1.7B | 1,778 | 15,412 |
| Aug 2014 | $4.7B | $3B | $1.7B | 1,778 | 15,412 |
| Jun 2014 | $4.7B | $3B | $1.7B | 1,778 | 15,412 |
| May 2014 | $4.7B | $3B | $1.7B | 1,778 | 15,412 |
| Apr 2014 | $4.7B | $3B | $1.7B | 1,778 | 15,412 |
| Mar 2014 | $4.7B | $3B | $1.7B | 1,778 | 15,412 |
| Feb 2014 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Jan 2014 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Jan 2014 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Dec 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Nov 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Oct 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Oct 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Aug 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Jul 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Jul 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Jul 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Jul 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| May 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| May 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Apr 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Apr 2013 | $3.1B | $2.4B | $790.9M | 1,006 | 17,600 |
| Mar 2013 | $3B | $2.3B | $713M | 1,178 | 17,200 |
| Mar 2013 | $3B | $2.3B | $713M | 1,178 | 17,200 |
| Feb 2013 | $3B | $2.3B | $713M | 1,178 | 17,200 |
| Nov 2012 | $3B | $2.3B | $713M | 1,178 | 17,200 |
| Nov 2012 | $3B | $2.3B | $713M | 1,178 | 17,200 |
| Sep 2012 | $3B | $2.3B | $713M | -- | 17,200 |
| Aug 2012 | $3B | $2.3B | $713M | -- | 17,200 |
| May 2012 | $3B | $2.3B | $713M | -- | 17,200 |
| Apr 2012 | $3B | $2.3B | $713M | -- | 17,200 |
| Apr 2012 | $3B | $2.3B | $713M | -- | 17,200 |
| Mar 2012 | $3B | $2.3B | $713M | -- | 17,200 |
| Jan 2012 | $3B | $2.3B | $713M | -- | 17,200 |
| Mar 2011 | $3.6B | $3B | $588.6M | -- | -- |
| Jul 2010 | $3.2B | $2.9B | $278.5M | -- | -- |
| Mar 2010 | $3.2B | $2.9B | $278.5M | -- | -- |
| Jul 2009 | $2.8B | $2.5B | $324.2M | -- | -- |
| Mar 2009 | $2.8B | $2.5B | $324.2M | -- | -- |
| Apr 2007 | $2.7B | $2.6B | $73.5M | -- | -- |
| Jun 2004 | $811.6M | $0 | $811.6M | 501 | -- |
| Jun 2004 | $811.6M | $0 | $811.6M | 501 | -- |
| Mar 2004 | $811.6M | $0 | $811.6M | 501 | -- |
| Jul 2001 | $281.7M | $279.5M | $2.2M | 251 | -- |
| Jul 2001 | $281.7M | $279.5M | $2.2M | 251 | -- |
| Jul 2001 | $281.7M | $279.5M | $2.2M | 251 | -- |
DateNov 2025
Total AUM$163.8B
Discretionary$127.7B
Non-Disc.$36.1B
Employees7,705
Clients20,530
DateNov 2025
Total AUM$163.8B
Discretionary$127.7B
Non-Disc.$36.1B
Employees7,705
Clients20,530
DateOct 2025
Total AUM$163.8B
Discretionary$127.7B
Non-Disc.$36.1B
Employees7,705
Clients20,530
DateJul 2025
Total AUM$163.8B
Discretionary$127.7B
Non-Disc.$36.1B
Employees7,705
Clients20,530
DateJun 2025
Total AUM$163.8B
Discretionary$127.7B
Non-Disc.$36.1B
Employees7,705
Clients20,530
DateMay 2025
Total AUM$163.8B
Discretionary$127.7B
Non-Disc.$36.1B
Employees7,705
Clients20,530
DateApr 2025
Total AUM$163.8B
Discretionary$127.7B
Non-Disc.$36.1B
Employees7,705
Clients20,530
DateMar 2025
Total AUM$163.8B
Discretionary$127.7B
Non-Disc.$36.1B
Employees7,705
Clients20,530
DateMar 2025
Total AUM$163.8B
Discretionary$127.7B
Non-Disc.$36.1B
Employees7,705
Clients20,530
DateMar 2025
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateFeb 2025
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateJan 2025
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateDec 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateDec 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateDec 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateNov 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateSep 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateJul 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateJun 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateMay 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateApr 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateMar 2024
Total AUM$104.5B
Discretionary$78.4B
Non-Disc.$26.1B
Employees6,648
Clients16,618
DateJan 2024
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateJan 2024
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateJan 2024
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateOct 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateOct 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateSep 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateAug 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateAug 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateJul 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateJul 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateJun 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateJun 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateMay 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateMay 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateApr 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateMar 2023
Total AUM$33.4B
Discretionary$30.3B
Non-Disc.$3B
Employees3,094
Clients4,523
DateMar 2023
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateFeb 2023
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateJan 2023
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateJan 2023
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateJan 2023
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateDec 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateNov 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateNov 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateNov 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateSep 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateSep 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateJun 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateJun 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateMay 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateMar 2022
Total AUM$35.8B
Discretionary$32.3B
Non-Disc.$3.5B
Employees3,055
Clients3,318
DateMar 2022
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateFeb 2022
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateJan 2022
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateNov 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateOct 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateOct 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateSep 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateSep 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateAug 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateJul 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateJun 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateJun 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateJun 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateMay 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateMay 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateMay 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateApr 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateMar 2021
Total AUM$28.3B
Discretionary$25.4B
Non-Disc.$2.9B
Employees2,967
Clients1,235
DateMar 2021
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateJan 2021
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateDec 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateNov 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateNov 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateJul 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateJul 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateJun 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateJun 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateJun 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateMay 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateMay 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateApr 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateMar 2020
Total AUM$15.9B
Discretionary$13.8B
Non-Disc.$2.1B
Employees2,358
Clients622
DateFeb 2020
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateJan 2020
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateDec 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateDec 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateDec 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateDec 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateOct 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateAug 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateAug 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateJun 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateJun 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateApr 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateApr 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateApr 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateMar 2019
Total AUM$10.3B
Discretionary$8.7B
Non-Disc.$1.6B
Employees2,072
Clients352
DateJan 2019
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateDec 2018
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateDec 2018
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateOct 2018
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateSep 2018
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateJul 2018
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateJun 2018
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateJun 2018
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateMay 2018
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateMar 2018
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees1,951
Clients96
DateJan 2018
Total AUM$7.8B
Discretionary$5.9B
Non-Disc.$2B
Employees1,928
Clients0
DateSep 2017
Total AUM$7.8B
Discretionary$5.9B
Non-Disc.$2B
Employees1,928
Clients41,300
DateAug 2017
Total AUM$7.8B
Discretionary$5.9B
Non-Disc.$2B
Employees1,928
Clients41,300
DateAug 2017
Total AUM$7.8B
Discretionary$5.9B
Non-Disc.$2B
Employees1,928
Clients41,300
DateJul 2017
Total AUM$7.8B
Discretionary$5.9B
Non-Disc.$2B
Employees1,928
Clients41,300
DateJun 2017
Total AUM$7.8B
Discretionary$5.9B
Non-Disc.$2B
Employees1,928
Clients41,300
DateApr 2017
Total AUM$7.8B
Discretionary$5.9B
Non-Disc.$2B
Employees1,928
Clients41,300
DateMar 2017
Total AUM$7.8B
Discretionary$5.9B
Non-Disc.$2B
Employees1,928
Clients41,300
DateMar 2017
Total AUM$7B
Discretionary$5.1B
Non-Disc.$1.9B
Employees2,109
Clients26,700
DateNov 2016
Total AUM$7B
Discretionary$5.1B
Non-Disc.$1.9B
Employees2,109
Clients26,700
DateJun 2016
Total AUM$7B
Discretionary$5.1B
Non-Disc.$1.9B
Employees2,109
Clients26,700
DateMar 2016
Total AUM$7B
Discretionary$5.1B
Non-Disc.$1.9B
Employees2,109
Clients26,700
DateFeb 2016
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateDec 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateNov 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateNov 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateOct 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateSep 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateAug 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateAug 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateJul 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateJul 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateJun 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateApr 2015
Total AUM$7.4B
Discretionary$4.5B
Non-Disc.$2.9B
Employees1,901
Clients39,900
DateOct 2014
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees1,778
Clients15,412
DateOct 2014
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees1,778
Clients15,412
DateOct 2014
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees1,778
Clients15,412
DateOct 2014
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees1,778
Clients15,412
DateAug 2014
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees1,778
Clients15,412
DateJun 2014
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees1,778
Clients15,412
DateMay 2014
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees1,778
Clients15,412
DateApr 2014
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees1,778
Clients15,412
DateMar 2014
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees1,778
Clients15,412
DateFeb 2014
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateJan 2014
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateJan 2014
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateDec 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateNov 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateOct 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateOct 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateAug 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateJul 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateJul 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateJul 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateJul 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateMay 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateMay 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateApr 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateApr 2013
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$790.9M
Employees1,006
Clients17,600
DateMar 2013
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees1,178
Clients17,200
DateMar 2013
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees1,178
Clients17,200
DateFeb 2013
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees1,178
Clients17,200
DateNov 2012
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees1,178
Clients17,200
DateNov 2012
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees1,178
Clients17,200
DateSep 2012
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees--
Clients17,200
DateAug 2012
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees--
Clients17,200
DateMay 2012
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees--
Clients17,200
DateApr 2012
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees--
Clients17,200
DateApr 2012
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees--
Clients17,200
DateMar 2012
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees--
Clients17,200
DateJan 2012
Total AUM$3B
Discretionary$2.3B
Non-Disc.$713M
Employees--
Clients17,200
DateMar 2011
Total AUM$3.6B
Discretionary$3B
Non-Disc.$588.6M
Employees--
Clients--
DateJul 2010
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$278.5M
Employees--
Clients--
DateMar 2010
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$278.5M
Employees--
Clients--
DateJul 2009
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$324.2M
Employees--
Clients--
DateMar 2009
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$324.2M
Employees--
Clients--
DateApr 2007
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$73.5M
Employees--
Clients--
DateJun 2004
Total AUM$811.6M
Discretionary$0
Non-Disc.$811.6M
Employees501
Clients--
DateJun 2004
Total AUM$811.6M
Discretionary$0
Non-Disc.$811.6M
Employees501
Clients--
DateMar 2004
Total AUM$811.6M
Discretionary$0
Non-Disc.$811.6M
Employees501
Clients--
DateJul 2001
Total AUM$281.7M
Discretionary$279.5M
Non-Disc.$2.2M
Employees251
Clients--
DateJul 2001
Total AUM$281.7M
Discretionary$279.5M
Non-Disc.$2.2M
Employees251
Clients--
DateJul 2001
Total AUM$281.7M
Discretionary$279.5M
Non-Disc.$2.2M
Employees251
Clients--