VANGUARD ADVISERS, INC.
CRD #106715 SEC #801-49601 MALVERN, PA 610-669-1000
SEC Registered Disclosures
Total AUM
$300.4B
Discretionary
$107.7B
Employees
2,225
Clients
--
Accounts
698,843
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Nov 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Oct 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Sep 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Aug 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Jul 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Jul 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Jul 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Jul 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Jul 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| May 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| May 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| May 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Apr 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Apr 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Apr 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Mar 2025 | $300.4B | $107.7B | $192.7B | 2,225 | 123,066 |
| Feb 2025 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Jan 2025 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Dec 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Dec 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Oct 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Oct 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Sep 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Sep 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Aug 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Jul 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Jul 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Jun 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| May 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Mar 2024 | $333.1B | $143.8B | $189.3B | 2,107 | 151,862 |
| Jan 2024 | $299.2B | $118.9B | $180.3B | 2,124 | 203,498 |
| Nov 2023 | $299.2B | $118.9B | $180.3B | 2,124 | 203,498 |
| Nov 2023 | $299.2B | $118.9B | $180.3B | 2,124 | 203,498 |
| Oct 2023 | $299.2B | $118.9B | $180.3B | 2,124 | 203,498 |
| Aug 2023 | $299.2B | $118.9B | $180.3B | 2,124 | 203,498 |
| Jul 2023 | $299.2B | $118.9B | $180.3B | 2,124 | 203,498 |
| Jun 2023 | $299.2B | $118.9B | $180.3B | 2,124 | 203,498 |
| Mar 2023 | $299.2B | $118.9B | $180.3B | 2,124 | 203,498 |
| Feb 2023 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Jan 2023 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Jan 2023 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Jan 2023 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Nov 2022 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Oct 2022 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Sep 2022 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Jun 2022 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Apr 2022 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Mar 2022 | $338.9B | $140.7B | $198.2B | 1,932 | 217,668 |
| Jan 2022 | $276.5B | $268.6B | $8B | 1,866 | 210,810 |
| Nov 2021 | $276.5B | $268.6B | $8B | 1,866 | 210,810 |
| Oct 2021 | $276.5B | $268.6B | $8B | 1,866 | 210,810 |
| Oct 2021 | $276.5B | $268.6B | $8B | 1,866 | 210,810 |
| Oct 2021 | $276.5B | $268.6B | $8B | 1,866 | 210,810 |
| Sep 2021 | $276.5B | $268.6B | $8B | 1,866 | 210,810 |
| Sep 2021 | $276.5B | $268.6B | $8B | 1,866 | 210,810 |
| Jun 2021 | $276.5B | $268.6B | $8B | 1,866 | 210,810 |
| Mar 2021 | $276.5B | $268.6B | $8B | 1,866 | 210,810 |
| Feb 2021 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Dec 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Nov 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Oct 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Aug 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Jul 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Jul 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Jun 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Jun 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Apr 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Mar 2020 | $221B | $215.8B | $5.3B | 1,682 | 240,374 |
| Nov 2019 | $160.9B | $156.6B | $4.4B | 984 | 266,780 |
| Sep 2019 | $160.9B | $156.6B | $4.4B | 984 | 266,780 |
| May 2019 | $160.9B | $156.6B | $4.4B | 984 | 266,780 |
| Mar 2019 | $160.9B | $156.6B | $4.4B | 984 | 266,780 |
| Dec 2018 | $151.1B | $146.5B | $4.6B | 878 | 339,300 |
| Oct 2018 | $151.1B | $146.5B | $4.6B | 878 | 339,300 |
| Jul 2018 | $151.1B | $146.5B | $4.6B | 878 | 339,300 |
| Jun 2018 | $151.1B | $146.5B | $4.6B | 878 | 339,300 |
| Mar 2018 | $151.1B | $146.5B | $4.6B | 878 | 339,300 |
| Jan 2018 | $107.8B | $103B | $4.8B | 659 | 584,400 |
| Dec 2017 | $107.8B | $103B | $4.8B | 659 | 584,400 |
| Nov 2017 | $107.8B | $103B | $4.8B | 659 | 584,400 |
| Aug 2017 | $107.8B | $103B | $4.8B | 659 | 584,400 |
| Jul 2017 | $107.8B | $103B | $4.8B | 659 | 584,400 |
| May 2017 | $107.8B | $103B | $4.8B | 659 | 584,400 |
| Mar 2017 | $107.8B | $103B | $4.8B | 659 | 584,400 |
| Mar 2017 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| Dec 2016 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| Dec 2016 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| Oct 2016 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| Sep 2016 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| Jul 2016 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| Jun 2016 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| May 2016 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| Apr 2016 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| Mar 2016 | $79.9B | $75.4B | $4.5B | 558 | 475,500 |
| Feb 2016 | $54.5B | $52.4B | $2.1B | 295 | 380,900 |
| Jan 2016 | $54.5B | $52.4B | $2.1B | 295 | 380,900 |
| Nov 2015 | $54.5B | $52.4B | $2.1B | 295 | 380,900 |
| Jul 2015 | $54.5B | $52.4B | $2.1B | 295 | 380,900 |
| Jul 2015 | $54.5B | $52.4B | $2.1B | 295 | 380,900 |
| May 2015 | $54.5B | $52.4B | $2.1B | 295 | 380,900 |
| Mar 2015 | $54.5B | $52.4B | $2.1B | 295 | 380,900 |
| Feb 2015 | $36.2B | $34B | $2.2B | 311 | 254,200 |
| Dec 2014 | $36.2B | $34B | $2.2B | 311 | 254,200 |
| Nov 2014 | $36.2B | $34B | $2.2B | 311 | 254,200 |
| Sep 2014 | $36.2B | $34B | $2.2B | 311 | 254,200 |
| Jun 2014 | $36.2B | $34B | $2.2B | 311 | 254,200 |
| Jun 2014 | $36.2B | $34B | $2.2B | 311 | 254,200 |
| May 2014 | $36.2B | $34B | $2.2B | 311 | 254,200 |
| May 2014 | $36.2B | $34B | $2.2B | 311 | 254,200 |
| Mar 2014 | $36.2B | $34B | $2.2B | 311 | 254,200 |
| Nov 2013 | $26.2B | $25B | $1.2B | 290 | 310,500 |
| Oct 2013 | $26.2B | $25B | $1.2B | 290 | 310,500 |
| Sep 2013 | $26.2B | $25B | $1.2B | 290 | 310,500 |
| May 2013 | $26.2B | $25B | $1.2B | 290 | 310,500 |
| May 2013 | $26.2B | $25B | $1.2B | 290 | 310,500 |
| Mar 2013 | $26.2B | $25B | $1.2B | 290 | 310,500 |
| Feb 2013 | $22B | $20.8B | $1.2B | 275 | 296,300 |
| Jan 2013 | $22B | $20.8B | $1.2B | 275 | 296,300 |
| Aug 2012 | $22B | $20.8B | $1.2B | 51 | 296,300 |
| Jun 2012 | $22B | $20.8B | $1.2B | 51 | 296,300 |
| Apr 2012 | $22B | $20.8B | $1.2B | 51 | 296,300 |
| Mar 2012 | $22B | $20.8B | $1.2B | 51 | 296,300 |
| Mar 2011 | $21.9B | $20.4B | $1.5B | 51 | -- |
| Jun 2010 | $9.8B | $7.4B | $2.4B | 51 | -- |
| Apr 2009 | $12.9B | $10.9B | $2B | 51 | -- |
| Mar 2008 | $15.4B | $12.1B | $3.3B | 51 | -- |
| Mar 2008 | $15.4B | $12.1B | $3.3B | 51 | -- |
| Aug 2007 | $10.7B | $8.1B | $2.6B | 51 | -- |
| Mar 2007 | $10.7B | $8.1B | $2.6B | 51 | -- |
| Sep 2005 | $2B | $579.5M | $1.4B | 51 | -- |
| Sep 2005 | $2B | $579.5M | $1.4B | 51 | -- |
| Jan 2005 | $2.1B | $307.5M | $1.8B | 51 | -- |
| Apr 2004 | $2.1B | $307.5M | $1.8B | 51 | -- |
| Mar 2004 | $2.1B | $307.5M | $1.8B | 51 | -- |
| Apr 2002 | $35B | $756.9M | $34.2B | 51 | -- |
| Mar 2002 | $35B | $756.9M | $34.2B | 51 | -- |
| Jun 2001 | $3.6B | $832.5M | $2.8B | 51 | -- |
| May 2001 | $3.6B | $832.5M | $2.8B | 51 | -- |
DateDec 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateNov 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateOct 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateSep 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateAug 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateJul 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateJul 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateJul 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateJul 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateJul 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateMay 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateMay 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateMay 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateApr 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateApr 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateApr 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateMar 2025
Total AUM$300.4B
Discretionary$107.7B
Non-Disc.$192.7B
Employees2,225
Clients123,066
DateFeb 2025
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateJan 2025
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateDec 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateDec 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateOct 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateOct 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateSep 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateSep 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateAug 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateJul 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateJul 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateJun 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateMay 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateMar 2024
Total AUM$333.1B
Discretionary$143.8B
Non-Disc.$189.3B
Employees2,107
Clients151,862
DateJan 2024
Total AUM$299.2B
Discretionary$118.9B
Non-Disc.$180.3B
Employees2,124
Clients203,498
DateNov 2023
Total AUM$299.2B
Discretionary$118.9B
Non-Disc.$180.3B
Employees2,124
Clients203,498
DateNov 2023
Total AUM$299.2B
Discretionary$118.9B
Non-Disc.$180.3B
Employees2,124
Clients203,498
DateOct 2023
Total AUM$299.2B
Discretionary$118.9B
Non-Disc.$180.3B
Employees2,124
Clients203,498
DateAug 2023
Total AUM$299.2B
Discretionary$118.9B
Non-Disc.$180.3B
Employees2,124
Clients203,498
DateJul 2023
Total AUM$299.2B
Discretionary$118.9B
Non-Disc.$180.3B
Employees2,124
Clients203,498
DateJun 2023
Total AUM$299.2B
Discretionary$118.9B
Non-Disc.$180.3B
Employees2,124
Clients203,498
DateMar 2023
Total AUM$299.2B
Discretionary$118.9B
Non-Disc.$180.3B
Employees2,124
Clients203,498
DateFeb 2023
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateJan 2023
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateJan 2023
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateJan 2023
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateNov 2022
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateOct 2022
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateSep 2022
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateJun 2022
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateApr 2022
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateMar 2022
Total AUM$338.9B
Discretionary$140.7B
Non-Disc.$198.2B
Employees1,932
Clients217,668
DateJan 2022
Total AUM$276.5B
Discretionary$268.6B
Non-Disc.$8B
Employees1,866
Clients210,810
DateNov 2021
Total AUM$276.5B
Discretionary$268.6B
Non-Disc.$8B
Employees1,866
Clients210,810
DateOct 2021
Total AUM$276.5B
Discretionary$268.6B
Non-Disc.$8B
Employees1,866
Clients210,810
DateOct 2021
Total AUM$276.5B
Discretionary$268.6B
Non-Disc.$8B
Employees1,866
Clients210,810
DateOct 2021
Total AUM$276.5B
Discretionary$268.6B
Non-Disc.$8B
Employees1,866
Clients210,810
DateSep 2021
Total AUM$276.5B
Discretionary$268.6B
Non-Disc.$8B
Employees1,866
Clients210,810
DateSep 2021
Total AUM$276.5B
Discretionary$268.6B
Non-Disc.$8B
Employees1,866
Clients210,810
DateJun 2021
Total AUM$276.5B
Discretionary$268.6B
Non-Disc.$8B
Employees1,866
Clients210,810
DateMar 2021
Total AUM$276.5B
Discretionary$268.6B
Non-Disc.$8B
Employees1,866
Clients210,810
DateFeb 2021
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateDec 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateNov 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateOct 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateAug 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateJul 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateJul 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateJun 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateJun 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateApr 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateMar 2020
Total AUM$221B
Discretionary$215.8B
Non-Disc.$5.3B
Employees1,682
Clients240,374
DateNov 2019
Total AUM$160.9B
Discretionary$156.6B
Non-Disc.$4.4B
Employees984
Clients266,780
DateSep 2019
Total AUM$160.9B
Discretionary$156.6B
Non-Disc.$4.4B
Employees984
Clients266,780
DateMay 2019
Total AUM$160.9B
Discretionary$156.6B
Non-Disc.$4.4B
Employees984
Clients266,780
DateMar 2019
Total AUM$160.9B
Discretionary$156.6B
Non-Disc.$4.4B
Employees984
Clients266,780
DateDec 2018
Total AUM$151.1B
Discretionary$146.5B
Non-Disc.$4.6B
Employees878
Clients339,300
DateOct 2018
Total AUM$151.1B
Discretionary$146.5B
Non-Disc.$4.6B
Employees878
Clients339,300
DateJul 2018
Total AUM$151.1B
Discretionary$146.5B
Non-Disc.$4.6B
Employees878
Clients339,300
DateJun 2018
Total AUM$151.1B
Discretionary$146.5B
Non-Disc.$4.6B
Employees878
Clients339,300
DateMar 2018
Total AUM$151.1B
Discretionary$146.5B
Non-Disc.$4.6B
Employees878
Clients339,300
DateJan 2018
Total AUM$107.8B
Discretionary$103B
Non-Disc.$4.8B
Employees659
Clients584,400
DateDec 2017
Total AUM$107.8B
Discretionary$103B
Non-Disc.$4.8B
Employees659
Clients584,400
DateNov 2017
Total AUM$107.8B
Discretionary$103B
Non-Disc.$4.8B
Employees659
Clients584,400
DateAug 2017
Total AUM$107.8B
Discretionary$103B
Non-Disc.$4.8B
Employees659
Clients584,400
DateJul 2017
Total AUM$107.8B
Discretionary$103B
Non-Disc.$4.8B
Employees659
Clients584,400
DateMay 2017
Total AUM$107.8B
Discretionary$103B
Non-Disc.$4.8B
Employees659
Clients584,400
DateMar 2017
Total AUM$107.8B
Discretionary$103B
Non-Disc.$4.8B
Employees659
Clients584,400
DateMar 2017
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateDec 2016
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateDec 2016
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateOct 2016
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateSep 2016
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateJul 2016
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateJun 2016
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateMay 2016
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateApr 2016
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateMar 2016
Total AUM$79.9B
Discretionary$75.4B
Non-Disc.$4.5B
Employees558
Clients475,500
DateFeb 2016
Total AUM$54.5B
Discretionary$52.4B
Non-Disc.$2.1B
Employees295
Clients380,900
DateJan 2016
Total AUM$54.5B
Discretionary$52.4B
Non-Disc.$2.1B
Employees295
Clients380,900
DateNov 2015
Total AUM$54.5B
Discretionary$52.4B
Non-Disc.$2.1B
Employees295
Clients380,900
DateJul 2015
Total AUM$54.5B
Discretionary$52.4B
Non-Disc.$2.1B
Employees295
Clients380,900
DateJul 2015
Total AUM$54.5B
Discretionary$52.4B
Non-Disc.$2.1B
Employees295
Clients380,900
DateMay 2015
Total AUM$54.5B
Discretionary$52.4B
Non-Disc.$2.1B
Employees295
Clients380,900
DateMar 2015
Total AUM$54.5B
Discretionary$52.4B
Non-Disc.$2.1B
Employees295
Clients380,900
DateFeb 2015
Total AUM$36.2B
Discretionary$34B
Non-Disc.$2.2B
Employees311
Clients254,200
DateDec 2014
Total AUM$36.2B
Discretionary$34B
Non-Disc.$2.2B
Employees311
Clients254,200
DateNov 2014
Total AUM$36.2B
Discretionary$34B
Non-Disc.$2.2B
Employees311
Clients254,200
DateSep 2014
Total AUM$36.2B
Discretionary$34B
Non-Disc.$2.2B
Employees311
Clients254,200
DateJun 2014
Total AUM$36.2B
Discretionary$34B
Non-Disc.$2.2B
Employees311
Clients254,200
DateJun 2014
Total AUM$36.2B
Discretionary$34B
Non-Disc.$2.2B
Employees311
Clients254,200
DateMay 2014
Total AUM$36.2B
Discretionary$34B
Non-Disc.$2.2B
Employees311
Clients254,200
DateMay 2014
Total AUM$36.2B
Discretionary$34B
Non-Disc.$2.2B
Employees311
Clients254,200
DateMar 2014
Total AUM$36.2B
Discretionary$34B
Non-Disc.$2.2B
Employees311
Clients254,200
DateNov 2013
Total AUM$26.2B
Discretionary$25B
Non-Disc.$1.2B
Employees290
Clients310,500
DateOct 2013
Total AUM$26.2B
Discretionary$25B
Non-Disc.$1.2B
Employees290
Clients310,500
DateSep 2013
Total AUM$26.2B
Discretionary$25B
Non-Disc.$1.2B
Employees290
Clients310,500
DateMay 2013
Total AUM$26.2B
Discretionary$25B
Non-Disc.$1.2B
Employees290
Clients310,500
DateMay 2013
Total AUM$26.2B
Discretionary$25B
Non-Disc.$1.2B
Employees290
Clients310,500
DateMar 2013
Total AUM$26.2B
Discretionary$25B
Non-Disc.$1.2B
Employees290
Clients310,500
DateFeb 2013
Total AUM$22B
Discretionary$20.8B
Non-Disc.$1.2B
Employees275
Clients296,300
DateJan 2013
Total AUM$22B
Discretionary$20.8B
Non-Disc.$1.2B
Employees275
Clients296,300
DateAug 2012
Total AUM$22B
Discretionary$20.8B
Non-Disc.$1.2B
Employees51
Clients296,300
DateJun 2012
Total AUM$22B
Discretionary$20.8B
Non-Disc.$1.2B
Employees51
Clients296,300
DateApr 2012
Total AUM$22B
Discretionary$20.8B
Non-Disc.$1.2B
Employees51
Clients296,300
DateMar 2012
Total AUM$22B
Discretionary$20.8B
Non-Disc.$1.2B
Employees51
Clients296,300
DateMar 2011
Total AUM$21.9B
Discretionary$20.4B
Non-Disc.$1.5B
Employees51
Clients--
DateJun 2010
Total AUM$9.8B
Discretionary$7.4B
Non-Disc.$2.4B
Employees51
Clients--
DateApr 2009
Total AUM$12.9B
Discretionary$10.9B
Non-Disc.$2B
Employees51
Clients--
DateMar 2008
Total AUM$15.4B
Discretionary$12.1B
Non-Disc.$3.3B
Employees51
Clients--
DateMar 2008
Total AUM$15.4B
Discretionary$12.1B
Non-Disc.$3.3B
Employees51
Clients--
DateAug 2007
Total AUM$10.7B
Discretionary$8.1B
Non-Disc.$2.6B
Employees51
Clients--
DateMar 2007
Total AUM$10.7B
Discretionary$8.1B
Non-Disc.$2.6B
Employees51
Clients--
DateSep 2005
Total AUM$2B
Discretionary$579.5M
Non-Disc.$1.4B
Employees51
Clients--
DateSep 2005
Total AUM$2B
Discretionary$579.5M
Non-Disc.$1.4B
Employees51
Clients--
DateJan 2005
Total AUM$2.1B
Discretionary$307.5M
Non-Disc.$1.8B
Employees51
Clients--
DateApr 2004
Total AUM$2.1B
Discretionary$307.5M
Non-Disc.$1.8B
Employees51
Clients--
DateMar 2004
Total AUM$2.1B
Discretionary$307.5M
Non-Disc.$1.8B
Employees51
Clients--
DateApr 2002
Total AUM$35B
Discretionary$756.9M
Non-Disc.$34.2B
Employees51
Clients--
DateMar 2002
Total AUM$35B
Discretionary$756.9M
Non-Disc.$34.2B
Employees51
Clients--
DateJun 2001
Total AUM$3.6B
Discretionary$832.5M
Non-Disc.$2.8B
Employees51
Clients--
DateMay 2001
Total AUM$3.6B
Discretionary$832.5M
Non-Disc.$2.8B
Employees51
Clients--