WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Legal name: WELLS FARGO ADVISORS
CRD #11025 SEC #801-57434 ST. LOUIS, MO 314-875-3000
SEC Registered Broker-Dealer Disclosures
Total AUM
$197.4B
Discretionary
$148.6B
Employees
3,658
Clients
26
Accounts
401,726
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Nov 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Nov 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Nov 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Oct 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Sep 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Sep 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Sep 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Aug 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Aug 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Jul 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Jun 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| May 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Apr 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Apr 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Mar 2025 | $197.4B | $148.6B | $48.7B | 3,658 | 3,207 |
| Mar 2025 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Feb 2025 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Feb 2025 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Jan 2025 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Jan 2025 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Dec 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Oct 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Oct 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Sep 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Sep 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Jul 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Jul 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Jun 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| May 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| May 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| May 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Apr 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Mar 2024 | $154.2B | $115.2B | $39B | 3,227 | 2,434 |
| Mar 2024 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Jan 2024 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Dec 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Nov 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Nov 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Nov 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Nov 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Oct 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Sep 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Aug 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Aug 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Jul 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Jul 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Jul 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| May 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Apr 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Mar 2023 | $103.1B | $76.7B | $26.4B | 2,705 | 2,041 |
| Jan 2023 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Jan 2023 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Dec 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Nov 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Sep 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Jul 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Jun 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| May 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| May 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Apr 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Apr 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Mar 2022 | $102.5B | $76B | $26.5B | 2,135 | 1,710 |
| Feb 2022 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Feb 2022 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Jan 2022 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Jan 2022 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Jan 2022 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Dec 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Dec 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Oct 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Oct 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Sep 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Aug 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| May 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Apr 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Apr 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Mar 2021 | $79.6B | $60.9B | $18.7B | 2,028 | 1,780 |
| Nov 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Oct 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Sep 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Jul 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Jul 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Jul 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Jun 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Jun 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Jun 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Apr 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Mar 2020 | $65.3B | $49B | $16.3B | 2,045 | 1,502 |
| Mar 2020 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Mar 2020 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Jan 2020 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Dec 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Nov 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Oct 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Oct 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Aug 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| May 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| May 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Apr 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Apr 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Mar 2019 | $47.5B | $34.5B | $13B | 1,978 | 1,211 |
| Mar 2019 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Feb 2019 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Feb 2019 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Jan 2019 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Jan 2019 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Jan 2019 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Dec 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Nov 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Oct 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Oct 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Oct 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Aug 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Jun 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Jun 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| May 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Apr 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Mar 2018 | $49.2B | $34.2B | $14.9B | 1,997 | 1,008 |
| Feb 2018 | $42.5B | $28.7B | $13.8B | 2,061 | 0 |
| Jan 2018 | $42.5B | $28.7B | $13.8B | 2,061 | 0 |
| Dec 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 0 |
| Oct 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 0 |
| Oct 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 0 |
| Sep 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| Aug 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| Jul 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| Jul 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| Jun 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| May 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| Apr 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| Apr 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| Mar 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| Mar 2017 | $42.5B | $28.7B | $13.8B | 2,061 | 142,401 |
| Feb 2017 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Feb 2017 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Jan 2017 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Jan 2017 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Dec 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Dec 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Nov 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Oct 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Sep 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Aug 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Jul 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Jul 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Jun 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Jun 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Jun 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| May 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Apr 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Apr 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Apr 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Mar 2016 | $38.4B | $24.8B | $13.6B | 1,998 | 131,465 |
| Mar 2016 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Jan 2016 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Jan 2016 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Jan 2016 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Jul 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Jul 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Jul 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Jun 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Jun 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| May 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| May 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| May 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Apr 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Apr 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Mar 2015 | $38.1B | $24.2B | $13.9B | 1,892 | 139,808 |
| Mar 2015 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Mar 2015 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Feb 2015 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Feb 2015 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Jan 2015 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Jan 2015 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Jan 2015 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Dec 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Nov 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Nov 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Nov 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Aug 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Jul 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Jul 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| May 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Apr 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Mar 2014 | $32B | $20.4B | $11.6B | 1,812 | 127,616 |
| Mar 2014 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Mar 2014 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Mar 2014 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Feb 2014 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Feb 2014 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Jan 2014 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Dec 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Nov 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Oct 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Oct 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Sep 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Sep 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Sep 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Aug 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Jun 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Jun 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| May 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| May 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Apr 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Mar 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Mar 2013 | $25B | $15.4B | $9.6B | 1,740 | 110,000 |
| Mar 2013 | $20.2B | $11.7B | $8.6B | 2,426 | 83,000 |
| Feb 2013 | $20.2B | $11.7B | $8.6B | 2,426 | 83,000 |
| Nov 2012 | $20.2B | $11.7B | $8.6B | 2,426 | 83,000 |
| Oct 2012 | $20.2B | $11.7B | $8.6B | -- | 83,000 |
| Sep 2012 | $20.2B | $11.7B | $8.6B | -- | 83,000 |
| Aug 2012 | $20.2B | $11.7B | $8.6B | -- | 83,000 |
| May 2012 | $20.2B | $11.7B | $8.6B | -- | 83,000 |
| Apr 2012 | $20.2B | $11.7B | $8.6B | -- | 83,000 |
| Apr 2012 | $20.2B | $11.7B | $8.6B | -- | 83,000 |
| Apr 2012 | $20.2B | $11.7B | $8.6B | -- | 83,000 |
| Mar 2012 | $20.2B | $11.7B | $8.6B | -- | 83,000 |
| Feb 2012 | $16.7B | $9B | $7.7B | -- | 64,000 |
| Feb 2012 | $16.7B | $9B | $7.7B | -- | 64,000 |
| Dec 2011 | $16.7B | $9B | $7.7B | -- | 64,000 |
| Nov 2011 | $16.7B | $9B | $7.7B | -- | 64,000 |
| Aug 2011 | $16.7B | $9B | $7.7B | -- | -- |
| Aug 2011 | $16.7B | $9B | $7.7B | -- | -- |
| Jul 2011 | $16.7B | $9B | $7.7B | -- | -- |
| Jul 2011 | $16.7B | $9B | $7.7B | -- | -- |
| Jul 2011 | $16.7B | $9B | $7.7B | -- | -- |
| Mar 2011 | $16.7B | $9B | $7.7B | -- | -- |
| Feb 2011 | $13B | $7.6B | $5.4B | -- | -- |
| Feb 2011 | $13B | $7.6B | $5.4B | -- | -- |
| Oct 2010 | $13B | $7.6B | $5.4B | -- | -- |
| Sep 2010 | $13B | $7.6B | $5.4B | -- | -- |
| Aug 2010 | $13B | $7.6B | $5.4B | -- | -- |
| Jul 2010 | $13B | $7.6B | $5.4B | -- | -- |
| Apr 2010 | $13B | $7.6B | $5.4B | -- | -- |
| Mar 2010 | $13B | $7.6B | $5.4B | -- | -- |
| Jan 2010 | $8.4B | $5B | $3.5B | -- | -- |
| May 2009 | $8.4B | $5B | $3.5B | -- | -- |
| Mar 2009 | $10.5B | $6.6B | $3.9B | 501 | -- |
| Dec 2007 | $7.3B | $5.3B | $2B | -- | -- |
| Nov 2007 | $7.3B | $5.3B | $2B | -- | -- |
| Oct 2007 | $7.3B | $5.3B | $2B | -- | -- |
| Oct 2007 | $7.3B | $5.3B | $2B | -- | -- |
| Sep 2007 | $7.3B | $5.3B | $2B | -- | -- |
| May 2007 | $7.3B | $5.3B | $2B | -- | -- |
| May 2007 | $7.3B | $5.3B | $2B | -- | -- |
| Mar 2007 | $7.3B | $5.3B | $2B | -- | -- |
| Jan 2007 | $4.7B | $3.6B | $1.1B | 501 | -- |
| Nov 2006 | $4.7B | $3.6B | $1.1B | 501 | -- |
| Mar 2006 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Feb 2006 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Jan 2006 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Jan 2006 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Dec 2005 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Dec 2005 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Nov 2005 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Nov 2005 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Oct 2005 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Jun 2005 | $730.1M | $479.4M | $250.7M | 251 | -- |
| May 2005 | $730.1M | $479.4M | $250.7M | 251 | -- |
| Jan 2005 | $1.7B | $1.1B | $624.9M | 251 | -- |
| Dec 2004 | $1.7B | $1.1B | $624.9M | 251 | -- |
| Dec 2004 | $1.7B | $1.1B | $624.9M | 251 | -- |
| Sep 2004 | $1.7B | $1.1B | $624.9M | 251 | -- |
| Jun 2004 | $1.7B | $1.1B | $624.9M | 251 | -- |
| Apr 2004 | $1.7B | $1.1B | $624.9M | 251 | -- |
| Apr 2004 | $1.7B | $1.1B | $624.9M | 251 | -- |
| May 2002 | $215M | $195.7M | $19.3M | 251 | -- |
| Mar 2002 | $215M | $195.7M | $19.3M | 251 | -- |
| Mar 2002 | $130M | $110M | $20M | 501 | -- |
DateDec 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateNov 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateNov 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateNov 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateOct 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateSep 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateSep 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateSep 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateAug 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateAug 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateJul 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateJun 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateMay 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateApr 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateApr 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateMar 2025
Total AUM$197.4B
Discretionary$148.6B
Non-Disc.$48.7B
Employees3,658
Clients3,207
DateMar 2025
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateFeb 2025
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateFeb 2025
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateJan 2025
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateJan 2025
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateDec 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateOct 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateOct 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateSep 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateSep 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateJul 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateJul 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateJun 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateMay 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateMay 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateMay 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateApr 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateMar 2024
Total AUM$154.2B
Discretionary$115.2B
Non-Disc.$39B
Employees3,227
Clients2,434
DateMar 2024
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateJan 2024
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateDec 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateNov 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateNov 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateNov 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateNov 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateOct 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateSep 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateAug 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateAug 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateJul 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateJul 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateJul 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateMay 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateApr 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateMar 2023
Total AUM$103.1B
Discretionary$76.7B
Non-Disc.$26.4B
Employees2,705
Clients2,041
DateJan 2023
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateJan 2023
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateDec 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateNov 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateSep 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateJul 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateJun 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateMay 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateMay 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateApr 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateApr 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateMar 2022
Total AUM$102.5B
Discretionary$76B
Non-Disc.$26.5B
Employees2,135
Clients1,710
DateFeb 2022
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateFeb 2022
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateJan 2022
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateJan 2022
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateJan 2022
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateDec 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateDec 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateOct 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateOct 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateSep 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateAug 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateMay 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateApr 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateApr 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateMar 2021
Total AUM$79.6B
Discretionary$60.9B
Non-Disc.$18.7B
Employees2,028
Clients1,780
DateNov 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateOct 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateSep 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateJul 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateJul 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateJul 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateJun 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateJun 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateJun 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateApr 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateMar 2020
Total AUM$65.3B
Discretionary$49B
Non-Disc.$16.3B
Employees2,045
Clients1,502
DateMar 2020
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateMar 2020
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateJan 2020
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateDec 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateNov 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateOct 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateOct 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateAug 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateMay 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateMay 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateApr 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateApr 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateMar 2019
Total AUM$47.5B
Discretionary$34.5B
Non-Disc.$13B
Employees1,978
Clients1,211
DateMar 2019
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateFeb 2019
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateFeb 2019
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateJan 2019
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateJan 2019
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateJan 2019
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateDec 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateNov 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateOct 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateOct 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateOct 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateAug 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateJun 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateJun 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateMay 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateApr 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateMar 2018
Total AUM$49.2B
Discretionary$34.2B
Non-Disc.$14.9B
Employees1,997
Clients1,008
DateFeb 2018
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients0
DateJan 2018
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients0
DateDec 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients0
DateOct 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients0
DateOct 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients0
DateSep 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateAug 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateJul 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateJul 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateJun 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateMay 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateApr 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateApr 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateMar 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateMar 2017
Total AUM$42.5B
Discretionary$28.7B
Non-Disc.$13.8B
Employees2,061
Clients142,401
DateFeb 2017
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateFeb 2017
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateJan 2017
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateJan 2017
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateDec 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateDec 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateNov 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateOct 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateSep 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateAug 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateJul 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateJul 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateJun 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateJun 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateJun 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateMay 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateApr 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateApr 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateApr 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateMar 2016
Total AUM$38.4B
Discretionary$24.8B
Non-Disc.$13.6B
Employees1,998
Clients131,465
DateMar 2016
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateJan 2016
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateJan 2016
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateJan 2016
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateJul 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateJul 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateJul 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateJun 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateJun 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateMay 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateMay 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateMay 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateApr 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateApr 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateMar 2015
Total AUM$38.1B
Discretionary$24.2B
Non-Disc.$13.9B
Employees1,892
Clients139,808
DateMar 2015
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateMar 2015
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateFeb 2015
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateFeb 2015
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateJan 2015
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateJan 2015
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateJan 2015
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateDec 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateNov 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateNov 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateNov 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateAug 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateJul 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateJul 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateMay 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateApr 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateMar 2014
Total AUM$32B
Discretionary$20.4B
Non-Disc.$11.6B
Employees1,812
Clients127,616
DateMar 2014
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateMar 2014
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateMar 2014
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateFeb 2014
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateFeb 2014
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateJan 2014
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateDec 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateNov 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateOct 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateOct 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateSep 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateSep 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateSep 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateAug 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateJun 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateJun 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateMay 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateMay 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateApr 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateMar 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateMar 2013
Total AUM$25B
Discretionary$15.4B
Non-Disc.$9.6B
Employees1,740
Clients110,000
DateMar 2013
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees2,426
Clients83,000
DateFeb 2013
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees2,426
Clients83,000
DateNov 2012
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees2,426
Clients83,000
DateOct 2012
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees--
Clients83,000
DateSep 2012
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees--
Clients83,000
DateAug 2012
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees--
Clients83,000
DateMay 2012
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees--
Clients83,000
DateApr 2012
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees--
Clients83,000
DateApr 2012
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees--
Clients83,000
DateApr 2012
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees--
Clients83,000
DateMar 2012
Total AUM$20.2B
Discretionary$11.7B
Non-Disc.$8.6B
Employees--
Clients83,000
DateFeb 2012
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients64,000
DateFeb 2012
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients64,000
DateDec 2011
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients64,000
DateNov 2011
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients64,000
DateAug 2011
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients--
DateAug 2011
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients--
DateJul 2011
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients--
DateJul 2011
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients--
DateJul 2011
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients--
DateMar 2011
Total AUM$16.7B
Discretionary$9B
Non-Disc.$7.7B
Employees--
Clients--
DateFeb 2011
Total AUM$13B
Discretionary$7.6B
Non-Disc.$5.4B
Employees--
Clients--
DateFeb 2011
Total AUM$13B
Discretionary$7.6B
Non-Disc.$5.4B
Employees--
Clients--
DateOct 2010
Total AUM$13B
Discretionary$7.6B
Non-Disc.$5.4B
Employees--
Clients--
DateSep 2010
Total AUM$13B
Discretionary$7.6B
Non-Disc.$5.4B
Employees--
Clients--
DateAug 2010
Total AUM$13B
Discretionary$7.6B
Non-Disc.$5.4B
Employees--
Clients--
DateJul 2010
Total AUM$13B
Discretionary$7.6B
Non-Disc.$5.4B
Employees--
Clients--
DateApr 2010
Total AUM$13B
Discretionary$7.6B
Non-Disc.$5.4B
Employees--
Clients--
DateMar 2010
Total AUM$13B
Discretionary$7.6B
Non-Disc.$5.4B
Employees--
Clients--
DateJan 2010
Total AUM$8.4B
Discretionary$5B
Non-Disc.$3.5B
Employees--
Clients--
DateMay 2009
Total AUM$8.4B
Discretionary$5B
Non-Disc.$3.5B
Employees--
Clients--
DateMar 2009
Total AUM$10.5B
Discretionary$6.6B
Non-Disc.$3.9B
Employees501
Clients--
DateDec 2007
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateNov 2007
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateOct 2007
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateOct 2007
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateSep 2007
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateMay 2007
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateMay 2007
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateMar 2007
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateJan 2007
Total AUM$4.7B
Discretionary$3.6B
Non-Disc.$1.1B
Employees501
Clients--
DateNov 2006
Total AUM$4.7B
Discretionary$3.6B
Non-Disc.$1.1B
Employees501
Clients--
DateMar 2006
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateFeb 2006
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateJan 2006
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateJan 2006
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateDec 2005
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateDec 2005
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateNov 2005
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateNov 2005
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateOct 2005
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateJun 2005
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateMay 2005
Total AUM$730.1M
Discretionary$479.4M
Non-Disc.$250.7M
Employees251
Clients--
DateJan 2005
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$624.9M
Employees251
Clients--
DateDec 2004
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$624.9M
Employees251
Clients--
DateDec 2004
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$624.9M
Employees251
Clients--
DateSep 2004
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$624.9M
Employees251
Clients--
DateJun 2004
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$624.9M
Employees251
Clients--
DateApr 2004
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$624.9M
Employees251
Clients--
DateApr 2004
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$624.9M
Employees251
Clients--
DateMay 2002
Total AUM$215M
Discretionary$195.7M
Non-Disc.$19.3M
Employees251
Clients--
DateMar 2002
Total AUM$215M
Discretionary$195.7M
Non-Disc.$19.3M
Employees251
Clients--
DateMar 2002
Total AUM$130M
Discretionary$110M
Non-Disc.$20M
Employees501
Clients--