CLIFFORD SWAN INVESTMENT COUNSEL LLC
Legal name: CLIFFORD SWAN INVESTMENT COUNSELORS
CRD #108033 SEC #801-56675 PASADENA, CA 626-792-2228
SEC Registered
Total AUM
$4.1B
Discretionary
$3.6B
Employees
33
Clients
101
Accounts
2,522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4.1B | $3.6B | $532.6M | 33 | 4 |
| Jul 2025 | $4.1B | $3.6B | $532.6M | 33 | 4 |
| Apr 2025 | $4.1B | $3.6B | $532.6M | 33 | 4 |
| Mar 2025 | $4.1B | $3.6B | $532.6M | 33 | 4 |
| Sep 2024 | $3.8B | $3.3B | $518.8M | 31 | 1 |
| Sep 2024 | $3.8B | $3.3B | $518.8M | 31 | 1 |
| Mar 2024 | $3.8B | $3.3B | $518.8M | 31 | 1 |
| Nov 2023 | $3.6B | $3.1B | $539.4M | 31 | 1 |
| Apr 2023 | $3.6B | $3.1B | $539.4M | 31 | 1 |
| Mar 2023 | $3.6B | $3.1B | $539.4M | 31 | 1 |
| Dec 2022 | $4.2B | $3.5B | $671.7M | 30 | 2 |
| Mar 2022 | $4.2B | $3.5B | $671.7M | 30 | 2 |
| Nov 2021 | $3.5B | $2.9B | $619.3M | 29 | 2 |
| Mar 2021 | $3.5B | $2.9B | $619.3M | 29 | 2 |
| Jul 2020 | $3.3B | $2.6B | $604.3M | 28 | 1 |
| Jun 2020 | $3.3B | $2.6B | $604.3M | 28 | 1 |
| Mar 2020 | $3.3B | $2.6B | $604.3M | 28 | 1 |
| Nov 2019 | $2.8B | $2.2B | $575.5M | 28 | 1 |
| Mar 2019 | $2.8B | $2.2B | $575.5M | 28 | 1 |
| Mar 2018 | $2.9B | $2.2B | $688.3M | 25 | 1 |
| Feb 2017 | $2.5B | $1.9B | $553.5M | 28 | 900 |
| Nov 2016 | $2.4B | $1.9B | $444.4M | 31 | 900 |
| Feb 2016 | $2.4B | $1.9B | $444.4M | 31 | 900 |
| Dec 2015 | $2.5B | $2B | $480.5M | 32 | 900 |
| Nov 2015 | $2.5B | $2B | $480.5M | 32 | 900 |
| May 2015 | $2.5B | $2B | $480.5M | 32 | 900 |
| May 2015 | $2.5B | $2B | $480.5M | 32 | 900 |
| Mar 2015 | $2.5B | $2B | $480.5M | 32 | 900 |
| Nov 2014 | $2.3B | $1.8B | $485.6M | 32 | 900 |
| Mar 2014 | $2.3B | $1.8B | $485.6M | 32 | 900 |
| Dec 2013 | $2B | $1.5B | $473.1M | 32 | 800 |
| Jun 2013 | $2B | $1.5B | $473.1M | 32 | 800 |
| Apr 2013 | $2B | $1.5B | $473.1M | 32 | 800 |
| Mar 2013 | $2B | $1.5B | $473.1M | 32 | 800 |
| Nov 2012 | $1.8B | $1.3B | $489.3M | 32 | 800 |
| Mar 2012 | $1.8B | $1.3B | $489.3M | 11 | 800 |
| Mar 2012 | $1.8B | $1.3B | $489.3M | 11 | 800 |
| Dec 2011 | $1.8B | $1.3B | $518.9M | 11 | 1,000 |
| Dec 2010 | $1.8B | $1.2B | $592.8M | -- | -- |
| Mar 2009 | $1.6B | $1.1B | $542.5M | -- | -- |
| Mar 2008 | $2.1B | $1.9B | $152.4M | -- | -- |
| Nov 2007 | $2.1B | $1.9B | $132M | -- | -- |
| Mar 2007 | $949.6M | $820.9M | $128.7M | -- | -- |
| Mar 2006 | $908.5M | $782.6M | $125.8M | -- | -- |
| Mar 2004 | $827.8M | $704.3M | $123.5M | -- | -- |
| Nov 2003 | $718.9M | $603.8M | $115.1M | -- | -- |
| Mar 2002 | $762.3M | $658M | $104.3M | -- | -- |
DateOct 2025
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$532.6M
Employees33
Clients4
DateJul 2025
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$532.6M
Employees33
Clients4
DateApr 2025
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$532.6M
Employees33
Clients4
DateMar 2025
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$532.6M
Employees33
Clients4
DateSep 2024
Total AUM$3.8B
Discretionary$3.3B
Non-Disc.$518.8M
Employees31
Clients1
DateSep 2024
Total AUM$3.8B
Discretionary$3.3B
Non-Disc.$518.8M
Employees31
Clients1
DateMar 2024
Total AUM$3.8B
Discretionary$3.3B
Non-Disc.$518.8M
Employees31
Clients1
DateNov 2023
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$539.4M
Employees31
Clients1
DateApr 2023
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$539.4M
Employees31
Clients1
DateMar 2023
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$539.4M
Employees31
Clients1
DateDec 2022
Total AUM$4.2B
Discretionary$3.5B
Non-Disc.$671.7M
Employees30
Clients2
DateMar 2022
Total AUM$4.2B
Discretionary$3.5B
Non-Disc.$671.7M
Employees30
Clients2
DateNov 2021
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$619.3M
Employees29
Clients2
DateMar 2021
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$619.3M
Employees29
Clients2
DateJul 2020
Total AUM$3.3B
Discretionary$2.6B
Non-Disc.$604.3M
Employees28
Clients1
DateJun 2020
Total AUM$3.3B
Discretionary$2.6B
Non-Disc.$604.3M
Employees28
Clients1
DateMar 2020
Total AUM$3.3B
Discretionary$2.6B
Non-Disc.$604.3M
Employees28
Clients1
DateNov 2019
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$575.5M
Employees28
Clients1
DateMar 2019
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$575.5M
Employees28
Clients1
DateMar 2018
Total AUM$2.9B
Discretionary$2.2B
Non-Disc.$688.3M
Employees25
Clients1
DateFeb 2017
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$553.5M
Employees28
Clients900
DateNov 2016
Total AUM$2.4B
Discretionary$1.9B
Non-Disc.$444.4M
Employees31
Clients900
DateFeb 2016
Total AUM$2.4B
Discretionary$1.9B
Non-Disc.$444.4M
Employees31
Clients900
DateDec 2015
Total AUM$2.5B
Discretionary$2B
Non-Disc.$480.5M
Employees32
Clients900
DateNov 2015
Total AUM$2.5B
Discretionary$2B
Non-Disc.$480.5M
Employees32
Clients900
DateMay 2015
Total AUM$2.5B
Discretionary$2B
Non-Disc.$480.5M
Employees32
Clients900
DateMay 2015
Total AUM$2.5B
Discretionary$2B
Non-Disc.$480.5M
Employees32
Clients900
DateMar 2015
Total AUM$2.5B
Discretionary$2B
Non-Disc.$480.5M
Employees32
Clients900
DateNov 2014
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$485.6M
Employees32
Clients900
DateMar 2014
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$485.6M
Employees32
Clients900
DateDec 2013
Total AUM$2B
Discretionary$1.5B
Non-Disc.$473.1M
Employees32
Clients800
DateJun 2013
Total AUM$2B
Discretionary$1.5B
Non-Disc.$473.1M
Employees32
Clients800
DateApr 2013
Total AUM$2B
Discretionary$1.5B
Non-Disc.$473.1M
Employees32
Clients800
DateMar 2013
Total AUM$2B
Discretionary$1.5B
Non-Disc.$473.1M
Employees32
Clients800
DateNov 2012
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$489.3M
Employees32
Clients800
DateMar 2012
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$489.3M
Employees11
Clients800
DateMar 2012
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$489.3M
Employees11
Clients800
DateDec 2011
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$518.9M
Employees11
Clients1,000
DateDec 2010
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$592.8M
Employees--
Clients--
DateMar 2009
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$542.5M
Employees--
Clients--
DateMar 2008
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$152.4M
Employees--
Clients--
DateNov 2007
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$132M
Employees--
Clients--
DateMar 2007
Total AUM$949.6M
Discretionary$820.9M
Non-Disc.$128.7M
Employees--
Clients--
DateMar 2006
Total AUM$908.5M
Discretionary$782.6M
Non-Disc.$125.8M
Employees--
Clients--
DateMar 2004
Total AUM$827.8M
Discretionary$704.3M
Non-Disc.$123.5M
Employees--
Clients--
DateNov 2003
Total AUM$718.9M
Discretionary$603.8M
Non-Disc.$115.1M
Employees--
Clients--
DateMar 2002
Total AUM$762.3M
Discretionary$658M
Non-Disc.$104.3M
Employees--
Clients--