GREAT VALLEY ADVISOR GROUP, LLC
CRD #123913 SEC #801-72270 WILMINGTON, DE 302-483-7200
SEC Registered
Total AUM
$9.7B
Discretionary
$7.7B
Employees
333
Clients
251
Accounts
33,099
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Dec 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Nov 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Nov 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Nov 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Nov 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Nov 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Oct 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Oct 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Oct 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Oct 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Sep 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Sep 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Sep 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Sep 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Aug 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Aug 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Aug 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Aug 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Jul 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Jul 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Jul 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Jun 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Jun 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| May 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| May 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Apr 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Apr 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Apr 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Apr 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Apr 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Apr 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Mar 2025 | $9.7B | $7.7B | $2.1B | 333 | 87 |
| Mar 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Mar 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Mar 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Mar 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Feb 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Feb 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Feb 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Feb 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Feb 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Feb 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jan 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jan 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jan 2025 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Dec 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Dec 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Nov 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Oct 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Oct 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Oct 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Oct 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Oct 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Sep 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Sep 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Aug 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Aug 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Aug 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Aug 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Aug 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jul 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jul 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jul 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jun 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jun 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jun 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jun 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Jun 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| May 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| May 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| May 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Apr 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Apr 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Mar 2024 | $7.3B | $5.8B | $1.6B | 175 | 87 |
| Feb 2024 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Jan 2024 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Jan 2024 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Dec 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Dec 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Nov 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Nov 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Nov 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Nov 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Nov 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Sep 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Sep 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Sep 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Sep 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Aug 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Aug 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Aug 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Aug 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Jun 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| May 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| May 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| May 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Apr 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Mar 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Mar 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Mar 2023 | $5.1B | $4.2B | $851.5M | 146 | 87 |
| Feb 2023 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Feb 2023 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Feb 2023 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Jan 2023 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Jan 2023 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Jan 2023 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Jan 2023 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Dec 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Nov 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Oct 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Sep 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Sep 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Sep 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Aug 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Jul 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Jul 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Jun 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| May 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| May 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Apr 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Mar 2022 | $4.5B | $4.1B | $375.8M | 127 | 87 |
| Feb 2022 | $4B | $3.3B | $678.8M | 130 | 87 |
| Jan 2022 | $4B | $3.3B | $678.8M | 130 | 87 |
| Dec 2021 | $4B | $3.3B | $678.8M | 130 | 87 |
| Nov 2021 | $4B | $3.3B | $678.8M | 130 | 87 |
| Sep 2021 | $4B | $3.3B | $678.8M | 130 | 87 |
| Aug 2021 | $4B | $3.3B | $678.8M | 130 | 87 |
| Aug 2021 | $4B | $3.3B | $678.8M | 130 | 87 |
| Jul 2021 | $4B | $3.3B | $678.8M | 130 | 87 |
| Jun 2021 | $3B | $2.3B | $655.4M | 144 | 87 |
| Jun 2021 | $3B | $2.3B | $655.4M | 144 | 87 |
| Apr 2021 | $3B | $2.3B | $655.4M | 144 | 87 |
| Apr 2021 | $3B | $2.3B | $655.4M | 144 | 87 |
| Mar 2021 | $3B | $2.3B | $655.4M | 144 | 87 |
| Dec 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| Oct 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| Jun 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| Jun 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| Jun 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| May 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| May 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| Apr 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| Apr 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| Mar 2020 | $2B | $1.4B | $539.5M | 114 | 95 |
| May 2019 | $1.4B | $957.4M | $483.1M | 109 | 90 |
| Mar 2019 | $1.4B | $957.4M | $483.1M | 109 | 90 |
| Feb 2019 | $1.2B | $827.1M | $332M | 100 | 90 |
| Jan 2019 | $1.2B | $827.1M | $332M | 100 | 90 |
| Jul 2018 | $1.2B | $827.1M | $332M | 100 | 90 |
| Jun 2018 | $1.2B | $827.1M | $332M | 100 | 90 |
| May 2018 | $1.2B | $827.1M | $332M | 100 | 90 |
| Mar 2018 | $1.2B | $827.1M | $332M | 100 | 90 |
| Dec 2017 | $825.3M | $500M | $325.3M | 95 | 150 |
| Sep 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Sep 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Sep 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Sep 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Sep 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Sep 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Aug 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Jul 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Jun 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| May 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Mar 2017 | $825.3M | $500M | $325.3M | 95 | 5,700 |
| Jan 2017 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| Jan 2017 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| Dec 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| Aug 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| Aug 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| Jul 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| Jul 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| May 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| May 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| May 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| May 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| May 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| May 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| Apr 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| Mar 2016 | $519.6M | $216.7M | $302.8M | 57 | 3,400 |
| Mar 2016 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Feb 2016 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Jan 2016 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Dec 2015 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Oct 2015 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Sep 2015 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Sep 2015 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Aug 2015 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Jun 2015 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Jun 2015 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Apr 2015 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Mar 2015 | $414.5M | $153.7M | $260.8M | 20 | 500 |
| Dec 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Nov 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Sep 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Aug 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Jul 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Jun 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Jun 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| May 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| May 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Apr 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Apr 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Mar 2014 | $163.3M | $2.6M | $160.7M | 6 | 500 |
| Nov 2013 | $119.1M | $0 | $119.1M | 3 | 471 |
| Mar 2013 | $119.1M | $0 | $119.1M | 3 | 471 |
| Oct 2012 | $120.8M | $0 | $120.8M | 1 | 471 |
| Oct 2012 | $120.8M | $0 | $120.8M | 1 | 471 |
| Sep 2012 | $111.3M | $0 | $111.3M | 1 | 400 |
| Sep 2012 | $111.3M | $0 | $111.3M | 1 | 400 |
| Mar 2012 | $111.3M | $0 | $111.3M | 1 | 400 |
| May 2011 | $110M | $0 | $110M | 5 | -- |
| Apr 2011 | $110M | $0 | $110M | 5 | -- |
| Mar 2011 | $110M | $0 | $110M | 5 | -- |
DateDec 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateDec 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateNov 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateNov 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateNov 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateNov 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateNov 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateOct 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateOct 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateOct 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateOct 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateSep 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateSep 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateSep 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateSep 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateAug 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateAug 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateAug 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateAug 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateJul 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateJul 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateJul 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateJun 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateJun 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateMay 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateMay 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateApr 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateApr 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateApr 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateApr 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateApr 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateApr 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateMar 2025
Total AUM$9.7B
Discretionary$7.7B
Non-Disc.$2.1B
Employees333
Clients87
DateMar 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateMar 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateMar 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateMar 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateFeb 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateFeb 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateFeb 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateFeb 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateFeb 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateFeb 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJan 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJan 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJan 2025
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateDec 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateDec 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateNov 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateOct 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateOct 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateOct 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateOct 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateOct 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateSep 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateSep 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateAug 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateAug 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateAug 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateAug 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateAug 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJul 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJul 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJul 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJun 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJun 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJun 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJun 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateJun 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateMay 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateMay 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateMay 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateApr 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateApr 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateMar 2024
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.6B
Employees175
Clients87
DateFeb 2024
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateJan 2024
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateJan 2024
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateDec 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateDec 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateNov 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateNov 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateNov 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateNov 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateNov 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateSep 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateSep 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateSep 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateSep 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateAug 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateAug 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateAug 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateAug 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateJun 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateMay 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateMay 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateMay 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateApr 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateMar 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateMar 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateMar 2023
Total AUM$5.1B
Discretionary$4.2B
Non-Disc.$851.5M
Employees146
Clients87
DateFeb 2023
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateFeb 2023
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateFeb 2023
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateJan 2023
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateJan 2023
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateJan 2023
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateJan 2023
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateDec 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateNov 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateOct 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateSep 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateSep 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateSep 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateAug 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateJul 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateJul 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateJun 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateMay 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateMay 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateApr 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateMar 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$375.8M
Employees127
Clients87
DateFeb 2022
Total AUM$4B
Discretionary$3.3B
Non-Disc.$678.8M
Employees130
Clients87
DateJan 2022
Total AUM$4B
Discretionary$3.3B
Non-Disc.$678.8M
Employees130
Clients87
DateDec 2021
Total AUM$4B
Discretionary$3.3B
Non-Disc.$678.8M
Employees130
Clients87
DateNov 2021
Total AUM$4B
Discretionary$3.3B
Non-Disc.$678.8M
Employees130
Clients87
DateSep 2021
Total AUM$4B
Discretionary$3.3B
Non-Disc.$678.8M
Employees130
Clients87
DateAug 2021
Total AUM$4B
Discretionary$3.3B
Non-Disc.$678.8M
Employees130
Clients87
DateAug 2021
Total AUM$4B
Discretionary$3.3B
Non-Disc.$678.8M
Employees130
Clients87
DateJul 2021
Total AUM$4B
Discretionary$3.3B
Non-Disc.$678.8M
Employees130
Clients87
DateJun 2021
Total AUM$3B
Discretionary$2.3B
Non-Disc.$655.4M
Employees144
Clients87
DateJun 2021
Total AUM$3B
Discretionary$2.3B
Non-Disc.$655.4M
Employees144
Clients87
DateApr 2021
Total AUM$3B
Discretionary$2.3B
Non-Disc.$655.4M
Employees144
Clients87
DateApr 2021
Total AUM$3B
Discretionary$2.3B
Non-Disc.$655.4M
Employees144
Clients87
DateMar 2021
Total AUM$3B
Discretionary$2.3B
Non-Disc.$655.4M
Employees144
Clients87
DateDec 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateOct 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateJun 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateJun 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateJun 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateMay 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateMay 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateApr 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateApr 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateMar 2020
Total AUM$2B
Discretionary$1.4B
Non-Disc.$539.5M
Employees114
Clients95
DateMay 2019
Total AUM$1.4B
Discretionary$957.4M
Non-Disc.$483.1M
Employees109
Clients90
DateMar 2019
Total AUM$1.4B
Discretionary$957.4M
Non-Disc.$483.1M
Employees109
Clients90
DateFeb 2019
Total AUM$1.2B
Discretionary$827.1M
Non-Disc.$332M
Employees100
Clients90
DateJan 2019
Total AUM$1.2B
Discretionary$827.1M
Non-Disc.$332M
Employees100
Clients90
DateJul 2018
Total AUM$1.2B
Discretionary$827.1M
Non-Disc.$332M
Employees100
Clients90
DateJun 2018
Total AUM$1.2B
Discretionary$827.1M
Non-Disc.$332M
Employees100
Clients90
DateMay 2018
Total AUM$1.2B
Discretionary$827.1M
Non-Disc.$332M
Employees100
Clients90
DateMar 2018
Total AUM$1.2B
Discretionary$827.1M
Non-Disc.$332M
Employees100
Clients90
DateDec 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients150
DateSep 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateSep 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateSep 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateSep 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateSep 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateSep 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateAug 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateJul 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateJun 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateMay 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateMar 2017
Total AUM$825.3M
Discretionary$500M
Non-Disc.$325.3M
Employees95
Clients5,700
DateJan 2017
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateJan 2017
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateDec 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateAug 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateAug 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateJul 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateJul 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateMay 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateMay 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateMay 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateMay 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateMay 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateMay 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateApr 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateMar 2016
Total AUM$519.6M
Discretionary$216.7M
Non-Disc.$302.8M
Employees57
Clients3,400
DateMar 2016
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateFeb 2016
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateJan 2016
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateDec 2015
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateOct 2015
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateSep 2015
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateSep 2015
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateAug 2015
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateJun 2015
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateJun 2015
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateApr 2015
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateMar 2015
Total AUM$414.5M
Discretionary$153.7M
Non-Disc.$260.8M
Employees20
Clients500
DateDec 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateNov 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateSep 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateAug 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateJul 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateJun 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateJun 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateMay 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateMay 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateApr 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateApr 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateMar 2014
Total AUM$163.3M
Discretionary$2.6M
Non-Disc.$160.7M
Employees6
Clients500
DateNov 2013
Total AUM$119.1M
Discretionary$0
Non-Disc.$119.1M
Employees3
Clients471
DateMar 2013
Total AUM$119.1M
Discretionary$0
Non-Disc.$119.1M
Employees3
Clients471
DateOct 2012
Total AUM$120.8M
Discretionary$0
Non-Disc.$120.8M
Employees1
Clients471
DateOct 2012
Total AUM$120.8M
Discretionary$0
Non-Disc.$120.8M
Employees1
Clients471
DateSep 2012
Total AUM$111.3M
Discretionary$0
Non-Disc.$111.3M
Employees1
Clients400
DateSep 2012
Total AUM$111.3M
Discretionary$0
Non-Disc.$111.3M
Employees1
Clients400
DateMar 2012
Total AUM$111.3M
Discretionary$0
Non-Disc.$111.3M
Employees1
Clients400
DateMay 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients--
DateApr 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients--
DateMar 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients--