ASCENSUS INVESTMENT ADVISORS, LLC
CRD #120632 SEC #801-61492 NEWTON, MA 617-454-6400
SEC Registered
Total AUM
$11.6B
Discretionary
$0
Employees
47
Clients
--
Accounts
43
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $11.6B | $0 | $11.6B | 47 | 9 |
| Mar 2025 | $11.6B | $0 | $11.6B | 47 | 9 |
| Jan 2025 | $9.9B | $0 | $9.9B | 47 | 9 |
| Oct 2024 | $9.9B | $0 | $9.9B | 47 | 2,894 |
| Jun 2024 | $9.9B | $0 | $9.9B | 47 | 2,894 |
| Apr 2024 | $9.9B | $0 | $9.9B | 47 | 2,894 |
| Mar 2024 | $9.9B | $0 | $9.9B | 47 | 2,894 |
| Mar 2024 | $9.9B | $0 | $9.9B | 47 | 2,894 |
| Dec 2023 | $8.5B | $0 | $8.5B | 46 | 8 |
| Sep 2023 | $8.5B | $0 | $8.5B | 46 | 8 |
| Aug 2023 | $8.5B | $0 | $8.5B | 46 | 8 |
| May 2023 | $8.5B | $0 | $8.5B | 46 | 8 |
| Mar 2023 | $8.5B | $0 | $8.5B | 46 | 8 |
| May 2022 | $9.4B | $0 | $9.4B | 44 | 7 |
| Mar 2022 | $9.4B | $0 | $9.4B | 44 | 7 |
| Aug 2021 | $98.2B | $0 | $98.2B | 42 | 0 |
| Mar 2021 | $76.8B | $0 | $76.8B | 24 | 0 |
| Oct 2020 | $82.9B | $0 | $82.9B | 22 | 0 |
| Jun 2020 | $82.9B | $0 | $82.9B | 22 | 0 |
| Apr 2020 | $82.9B | $0 | $82.9B | 22 | 0 |
| Feb 2020 | $82.9B | $0 | $82.9B | 22 | 0 |
| Dec 2019 | $77.1B | $0 | $77.1B | 22 | 0 |
| Oct 2019 | $69.5B | $0 | $69.5B | 16 | 0 |
| Jul 2019 | $69.5B | $0 | $69.5B | 10 | 0 |
| Jun 2019 | $69.5B | $0 | $69.5B | 10 | 0 |
| Jun 2019 | $69.5B | $0 | $69.5B | 10 | 0 |
| Apr 2019 | $69.5B | $0 | $69.5B | 10 | 0 |
| Mar 2019 | $69.5B | $0 | $69.5B | 10 | 0 |
| Jul 2018 | $66.3B | $0 | $66.3B | 11 | 22 |
| Mar 2018 | $66.3B | $0 | $66.3B | 11 | 22 |
| Feb 2018 | $66.3B | $0 | $66.3B | 11 | 22 |
| Apr 2017 | $55.9B | $0 | $55.9B | 11 | 11 |
| Apr 2017 | $55.9B | $0 | $55.9B | 11 | 11 |
| Mar 2017 | $55.9B | $0 | $55.9B | 11 | 11 |
| Mar 2017 | $45.5B | $0 | $45.5B | 8 | 1 |
| Nov 2016 | $45.5B | $0 | $45.5B | 8 | 1 |
| Mar 2016 | $45.5B | $0 | $45.5B | 8 | 1 |
| Jan 2016 | $41.8B | $0 | $41.8B | 8 | 1 |
| Oct 2015 | $41.8B | $0 | $41.8B | 9 | 1 |
| Jul 2015 | $42.2B | $0 | $42.2B | 8 | 1 |
| Feb 2015 | $42.2B | $0 | $42.2B | 8 | 1 |
| Jan 2015 | $19.7B | $0 | $19.7B | 7 | 1 |
| Dec 2014 | $19.7B | $0 | $19.7B | 7 | 1 |
| Aug 2014 | $19.7B | $0 | $19.7B | 7 | 1 |
| Jul 2014 | $19.7B | $0 | $19.7B | 7 | 1 |
| Jun 2014 | $19.7B | $0 | $19.7B | 6 | 1 |
| May 2014 | $19.7B | $0 | $19.7B | 5 | 1 |
| Mar 2014 | $18.7B | $0 | $18.7B | 8 | 1 |
| Jan 2014 | $18.7B | $0 | $18.7B | 8 | 1 |
| Jan 2014 | $18.6B | $0 | $18.6B | 8 | 1 |
| Oct 2013 | $17.1B | $0 | $17.1B | 8 | 1 |
| Sep 2013 | $17.1B | $0 | $17.1B | 8 | 1 |
| Feb 2013 | $17.1B | $0 | $17.1B | 8 | 1 |
| Feb 2013 | $17.1B | $0 | $17.1B | 8 | 1 |
| Jan 2013 | $17.1B | $0 | $17.1B | 8 | 1 |
| Sep 2012 | $28.6B | $0 | $28.6B | 1 | 11 |
| Aug 2012 | $28.6B | $0 | $28.6B | 1 | 11 |
| Aug 2012 | $28.6B | $0 | $28.6B | 1 | 11 |
| May 2012 | $28.6B | $0 | $28.6B | 1 | 11 |
| Apr 2012 | $28.6B | $0 | $28.6B | 1 | 11 |
| Mar 2012 | $28.6B | $0 | $28.6B | 1 | 11 |
| Jan 2012 | $24.9B | $0 | $24.9B | 1 | 1 |
| Dec 2011 | $24.9B | $0 | $24.9B | 1 | 1 |
| May 2011 | $21.5B | $0 | $21.5B | 5 | -- |
| May 2011 | $21.5B | $0 | $21.5B | 5 | -- |
| Jan 2011 | $22.4B | $0 | $22.4B | 5 | -- |
| May 2010 | $18.1B | $0 | $18.1B | 5 | -- |
| Mar 2010 | $18.1B | $0 | $18.1B | 5 | -- |
| May 2009 | $13.3B | $0 | $13.3B | 5 | -- |
| May 2009 | $13.3B | $0 | $13.3B | 5 | -- |
| Apr 2009 | $13.3B | $0 | $13.3B | 5 | -- |
| Mar 2008 | $14.5B | $0 | $14.5B | 5 | -- |
| Jan 2008 | $14.5B | $0 | $14.5B | 5 | -- |
| May 2007 | $11.1B | $75.6M | $11B | 5 | -- |
| Apr 2007 | $11.1B | $75.6M | $11B | 5 | -- |
| Jan 2007 | $11.1B | $75.6M | $11B | 5 | -- |
| Jan 2006 | $6.9B | $131M | $6.8B | 5 | -- |
| Oct 2005 | $6.6B | $0 | $6.6B | 5 | -- |
| Jan 2005 | $4.7B | $0 | $4.7B | 5 | -- |
| Jul 2004 | $2.7B | $0 | $2.7B | 5 | -- |
DateOct 2025
Total AUM$11.6B
Discretionary$0
Non-Disc.$11.6B
Employees47
Clients9
DateMar 2025
Total AUM$11.6B
Discretionary$0
Non-Disc.$11.6B
Employees47
Clients9
DateJan 2025
Total AUM$9.9B
Discretionary$0
Non-Disc.$9.9B
Employees47
Clients9
DateOct 2024
Total AUM$9.9B
Discretionary$0
Non-Disc.$9.9B
Employees47
Clients2,894
DateJun 2024
Total AUM$9.9B
Discretionary$0
Non-Disc.$9.9B
Employees47
Clients2,894
DateApr 2024
Total AUM$9.9B
Discretionary$0
Non-Disc.$9.9B
Employees47
Clients2,894
DateMar 2024
Total AUM$9.9B
Discretionary$0
Non-Disc.$9.9B
Employees47
Clients2,894
DateMar 2024
Total AUM$9.9B
Discretionary$0
Non-Disc.$9.9B
Employees47
Clients2,894
DateDec 2023
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees46
Clients8
DateSep 2023
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees46
Clients8
DateAug 2023
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees46
Clients8
DateMay 2023
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees46
Clients8
DateMar 2023
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees46
Clients8
DateMay 2022
Total AUM$9.4B
Discretionary$0
Non-Disc.$9.4B
Employees44
Clients7
DateMar 2022
Total AUM$9.4B
Discretionary$0
Non-Disc.$9.4B
Employees44
Clients7
DateAug 2021
Total AUM$98.2B
Discretionary$0
Non-Disc.$98.2B
Employees42
Clients0
DateMar 2021
Total AUM$76.8B
Discretionary$0
Non-Disc.$76.8B
Employees24
Clients0
DateOct 2020
Total AUM$82.9B
Discretionary$0
Non-Disc.$82.9B
Employees22
Clients0
DateJun 2020
Total AUM$82.9B
Discretionary$0
Non-Disc.$82.9B
Employees22
Clients0
DateApr 2020
Total AUM$82.9B
Discretionary$0
Non-Disc.$82.9B
Employees22
Clients0
DateFeb 2020
Total AUM$82.9B
Discretionary$0
Non-Disc.$82.9B
Employees22
Clients0
DateDec 2019
Total AUM$77.1B
Discretionary$0
Non-Disc.$77.1B
Employees22
Clients0
DateOct 2019
Total AUM$69.5B
Discretionary$0
Non-Disc.$69.5B
Employees16
Clients0
DateJul 2019
Total AUM$69.5B
Discretionary$0
Non-Disc.$69.5B
Employees10
Clients0
DateJun 2019
Total AUM$69.5B
Discretionary$0
Non-Disc.$69.5B
Employees10
Clients0
DateJun 2019
Total AUM$69.5B
Discretionary$0
Non-Disc.$69.5B
Employees10
Clients0
DateApr 2019
Total AUM$69.5B
Discretionary$0
Non-Disc.$69.5B
Employees10
Clients0
DateMar 2019
Total AUM$69.5B
Discretionary$0
Non-Disc.$69.5B
Employees10
Clients0
DateJul 2018
Total AUM$66.3B
Discretionary$0
Non-Disc.$66.3B
Employees11
Clients22
DateMar 2018
Total AUM$66.3B
Discretionary$0
Non-Disc.$66.3B
Employees11
Clients22
DateFeb 2018
Total AUM$66.3B
Discretionary$0
Non-Disc.$66.3B
Employees11
Clients22
DateApr 2017
Total AUM$55.9B
Discretionary$0
Non-Disc.$55.9B
Employees11
Clients11
DateApr 2017
Total AUM$55.9B
Discretionary$0
Non-Disc.$55.9B
Employees11
Clients11
DateMar 2017
Total AUM$55.9B
Discretionary$0
Non-Disc.$55.9B
Employees11
Clients11
DateMar 2017
Total AUM$45.5B
Discretionary$0
Non-Disc.$45.5B
Employees8
Clients1
DateNov 2016
Total AUM$45.5B
Discretionary$0
Non-Disc.$45.5B
Employees8
Clients1
DateMar 2016
Total AUM$45.5B
Discretionary$0
Non-Disc.$45.5B
Employees8
Clients1
DateJan 2016
Total AUM$41.8B
Discretionary$0
Non-Disc.$41.8B
Employees8
Clients1
DateOct 2015
Total AUM$41.8B
Discretionary$0
Non-Disc.$41.8B
Employees9
Clients1
DateJul 2015
Total AUM$42.2B
Discretionary$0
Non-Disc.$42.2B
Employees8
Clients1
DateFeb 2015
Total AUM$42.2B
Discretionary$0
Non-Disc.$42.2B
Employees8
Clients1
DateJan 2015
Total AUM$19.7B
Discretionary$0
Non-Disc.$19.7B
Employees7
Clients1
DateDec 2014
Total AUM$19.7B
Discretionary$0
Non-Disc.$19.7B
Employees7
Clients1
DateAug 2014
Total AUM$19.7B
Discretionary$0
Non-Disc.$19.7B
Employees7
Clients1
DateJul 2014
Total AUM$19.7B
Discretionary$0
Non-Disc.$19.7B
Employees7
Clients1
DateJun 2014
Total AUM$19.7B
Discretionary$0
Non-Disc.$19.7B
Employees6
Clients1
DateMay 2014
Total AUM$19.7B
Discretionary$0
Non-Disc.$19.7B
Employees5
Clients1
DateMar 2014
Total AUM$18.7B
Discretionary$0
Non-Disc.$18.7B
Employees8
Clients1
DateJan 2014
Total AUM$18.7B
Discretionary$0
Non-Disc.$18.7B
Employees8
Clients1
DateJan 2014
Total AUM$18.6B
Discretionary$0
Non-Disc.$18.6B
Employees8
Clients1
DateOct 2013
Total AUM$17.1B
Discretionary$0
Non-Disc.$17.1B
Employees8
Clients1
DateSep 2013
Total AUM$17.1B
Discretionary$0
Non-Disc.$17.1B
Employees8
Clients1
DateFeb 2013
Total AUM$17.1B
Discretionary$0
Non-Disc.$17.1B
Employees8
Clients1
DateFeb 2013
Total AUM$17.1B
Discretionary$0
Non-Disc.$17.1B
Employees8
Clients1
DateJan 2013
Total AUM$17.1B
Discretionary$0
Non-Disc.$17.1B
Employees8
Clients1
DateSep 2012
Total AUM$28.6B
Discretionary$0
Non-Disc.$28.6B
Employees1
Clients11
DateAug 2012
Total AUM$28.6B
Discretionary$0
Non-Disc.$28.6B
Employees1
Clients11
DateAug 2012
Total AUM$28.6B
Discretionary$0
Non-Disc.$28.6B
Employees1
Clients11
DateMay 2012
Total AUM$28.6B
Discretionary$0
Non-Disc.$28.6B
Employees1
Clients11
DateApr 2012
Total AUM$28.6B
Discretionary$0
Non-Disc.$28.6B
Employees1
Clients11
DateMar 2012
Total AUM$28.6B
Discretionary$0
Non-Disc.$28.6B
Employees1
Clients11
DateJan 2012
Total AUM$24.9B
Discretionary$0
Non-Disc.$24.9B
Employees1
Clients1
DateDec 2011
Total AUM$24.9B
Discretionary$0
Non-Disc.$24.9B
Employees1
Clients1
DateMay 2011
Total AUM$21.5B
Discretionary$0
Non-Disc.$21.5B
Employees5
Clients--
DateMay 2011
Total AUM$21.5B
Discretionary$0
Non-Disc.$21.5B
Employees5
Clients--
DateJan 2011
Total AUM$22.4B
Discretionary$0
Non-Disc.$22.4B
Employees5
Clients--
DateMay 2010
Total AUM$18.1B
Discretionary$0
Non-Disc.$18.1B
Employees5
Clients--
DateMar 2010
Total AUM$18.1B
Discretionary$0
Non-Disc.$18.1B
Employees5
Clients--
DateMay 2009
Total AUM$13.3B
Discretionary$0
Non-Disc.$13.3B
Employees5
Clients--
DateMay 2009
Total AUM$13.3B
Discretionary$0
Non-Disc.$13.3B
Employees5
Clients--
DateApr 2009
Total AUM$13.3B
Discretionary$0
Non-Disc.$13.3B
Employees5
Clients--
DateMar 2008
Total AUM$14.5B
Discretionary$0
Non-Disc.$14.5B
Employees5
Clients--
DateJan 2008
Total AUM$14.5B
Discretionary$0
Non-Disc.$14.5B
Employees5
Clients--
DateMay 2007
Total AUM$11.1B
Discretionary$75.6M
Non-Disc.$11B
Employees5
Clients--
DateApr 2007
Total AUM$11.1B
Discretionary$75.6M
Non-Disc.$11B
Employees5
Clients--
DateJan 2007
Total AUM$11.1B
Discretionary$75.6M
Non-Disc.$11B
Employees5
Clients--
DateJan 2006
Total AUM$6.9B
Discretionary$131M
Non-Disc.$6.8B
Employees5
Clients--
DateOct 2005
Total AUM$6.6B
Discretionary$0
Non-Disc.$6.6B
Employees5
Clients--
DateJan 2005
Total AUM$4.7B
Discretionary$0
Non-Disc.$4.7B
Employees5
Clients--
DateJul 2004
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees5
Clients--