CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Legal name: CARY STREET PARTNERS
CRD #128545 SEC #801-64239 RICHMOND, VA (804) 340-8100
SEC Registered
Total AUM
$8.3B
Discretionary
$5.5B
Employees
166
Clients
--
Accounts
13,853
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $8.3B | $5.5B | $2.8B | 166 | 9 |
| Mar 2025 | $8.3B | $5.5B | $2.8B | 160 | 9 |
| Oct 2024 | $7B | $4.8B | $2.2B | 144 | 7 |
| Mar 2024 | $7B | $4.8B | $2.2B | 144 | 7 |
| Feb 2024 | $5.5B | $3.6B | $1.9B | 134 | 16 |
| Dec 2023 | $5.5B | $3.6B | $1.9B | 134 | 16 |
| Sep 2023 | $5.5B | $3.6B | $1.9B | 134 | 16 |
| Jun 2023 | $5.5B | $3.6B | $1.9B | 134 | 16 |
| Mar 2023 | $5.5B | $3.6B | $1.9B | 134 | 16 |
| Aug 2022 | $3.9B | $1.9B | $2.1B | 108 | 10 |
| Apr 2022 | $3.9B | $1.9B | $2.1B | 108 | 10 |
| Mar 2022 | $3.9B | $1.9B | $2.1B | 108 | 10 |
| Jan 2022 | $3.3B | $1.6B | $1.6B | 99 | 16 |
| Dec 2021 | $3.3B | $1.6B | $1.6B | 99 | 16 |
| Dec 2021 | $3.3B | $1.6B | $1.6B | 99 | 16 |
| Mar 2021 | $3.3B | $1.6B | $1.6B | 99 | 16 |
| Jan 2021 | $1.9B | $540.3M | $1.4B | 56 | 9 |
| Nov 2020 | $1.9B | $540.3M | $1.4B | 56 | 9 |
| Oct 2020 | $1.9B | $540.3M | $1.4B | 56 | 9 |
| Jul 2020 | $1.9B | $540.3M | $1.4B | 56 | 9 |
| Jun 2020 | $1.9B | $540.3M | $1.4B | 56 | 9 |
| May 2020 | $1.9B | $540.3M | $1.4B | 56 | 9 |
| May 2020 | $1.9B | $540.3M | $1.4B | 56 | 9 |
| Apr 2020 | $1.9B | $540.3M | $1.4B | 56 | 9 |
| Mar 2020 | $1.9B | $540.3M | $1.4B | 56 | 9 |
| Mar 2019 | $1.6B | $455.4M | $1.2B | 55 | 8 |
| Mar 2018 | $1.8B | $799.7M | $977M | 77 | 8 |
| Dec 2017 | $1.3B | $471.8M | $848.1M | 71 | 5 |
| Sep 2017 | $1.3B | $471.8M | $848.1M | 71 | 1,700 |
| Mar 2017 | $1.3B | $471.8M | $848.1M | 71 | 1,700 |
| Feb 2017 | $1.2B | $403.7M | $821.2M | 88 | 1,700 |
| Nov 2016 | $1.2B | $403.7M | $821.2M | 88 | 1,700 |
| Mar 2016 | $1.2B | $403.7M | $821.2M | 88 | 1,700 |
| Dec 2015 | $1.1B | $305.6M | $748.8M | 90 | 1,500 |
| Sep 2015 | $1.1B | $305.6M | $748.8M | 96 | 1,500 |
| May 2015 | $1.1B | $305.6M | $748.8M | 96 | 1,500 |
| Mar 2015 | $1.1B | $305.6M | $748.8M | 96 | 1,500 |
| Mar 2015 | $1B | $293.5M | $745.6M | 96 | 1,500 |
| Feb 2015 | $1B | $293.5M | $745.6M | 96 | 1,500 |
| Feb 2015 | $1.3B | $319.2M | $981.9M | 96 | 1,500 |
| Dec 2014 | $1.3B | $319.2M | $981.9M | 84 | 1,000 |
| Nov 2014 | $1.3B | $319.2M | $981.9M | 84 | 1,000 |
| Oct 2014 | $1.3B | $319.2M | $981.9M | 84 | 1,000 |
| Oct 2014 | $1.3B | $319.2M | $981.9M | 84 | 1,000 |
| Aug 2014 | $1.3B | $319.2M | $981.9M | 84 | 1,000 |
| Jun 2014 | $1.3B | $319.2M | $981.9M | 84 | 1,000 |
| Mar 2014 | $1.3B | $319.2M | $981.9M | 84 | 1,000 |
| Feb 2014 | $821.2M | $181.4M | $639.9M | 54 | 1,000 |
| Dec 2013 | $821.2M | $181.4M | $639.9M | 54 | 1,000 |
| Nov 2013 | $821.2M | $181.4M | $639.9M | 54 | 1,000 |
| Oct 2013 | $821.2M | $181.4M | $639.9M | 54 | 1,000 |
| Sep 2013 | $821.2M | $181.4M | $639.9M | 54 | 1,000 |
| Jul 2013 | $821.2M | $181.4M | $639.9M | 54 | 1,000 |
| Jun 2013 | $821.2M | $181.4M | $639.9M | 54 | 1,000 |
| Apr 2013 | $821.2M | $181.4M | $639.9M | 54 | 1,000 |
| Apr 2013 | $821.2M | $181.4M | $639.9M | 54 | 1,000 |
| Sep 2012 | $738.3M | $111.8M | $626.5M | 11 | 700 |
| May 2012 | $738.3M | $111.8M | $626.5M | 11 | 700 |
| Mar 2012 | $738.3M | $111.8M | $626.5M | 11 | 700 |
| Jul 2011 | $781.6M | $105.6M | $676M | -- | -- |
| Jun 2011 | $781.6M | $105.6M | $676M | -- | -- |
| Jun 2011 | $781.6M | $105.6M | $676M | -- | -- |
| May 2011 | $781.6M | $105.6M | $676M | -- | -- |
| Apr 2011 | $781.6M | $105.6M | $676M | -- | -- |
| Apr 2011 | $781.6M | $105.6M | $676M | -- | -- |
| Mar 2011 | $900.5M | $108.4M | $792.1M | -- | -- |
| Mar 2011 | $900.5M | $108.4M | $792.1M | -- | -- |
| Aug 2010 | $900.5M | $108.4M | $792.1M | -- | -- |
| Jul 2010 | $900.5M | $108.4M | $792.1M | -- | -- |
| Apr 2010 | $900.5M | $108.4M | $792.1M | -- | -- |
| Jan 2008 | $313.6M | $0 | $313.6M | 10 | -- |
| Mar 2007 | $313.6M | $0 | $313.6M | 10 | -- |
| Oct 2005 | $80M | $0 | $80M | 10 | -- |
| Sep 2005 | $80M | $0 | $80M | 10 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
| Jan 2004 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$8.3B
Discretionary$5.5B
Non-Disc.$2.8B
Employees166
Clients9
DateMar 2025
Total AUM$8.3B
Discretionary$5.5B
Non-Disc.$2.8B
Employees160
Clients9
DateOct 2024
Total AUM$7B
Discretionary$4.8B
Non-Disc.$2.2B
Employees144
Clients7
DateMar 2024
Total AUM$7B
Discretionary$4.8B
Non-Disc.$2.2B
Employees144
Clients7
DateFeb 2024
Total AUM$5.5B
Discretionary$3.6B
Non-Disc.$1.9B
Employees134
Clients16
DateDec 2023
Total AUM$5.5B
Discretionary$3.6B
Non-Disc.$1.9B
Employees134
Clients16
DateSep 2023
Total AUM$5.5B
Discretionary$3.6B
Non-Disc.$1.9B
Employees134
Clients16
DateJun 2023
Total AUM$5.5B
Discretionary$3.6B
Non-Disc.$1.9B
Employees134
Clients16
DateMar 2023
Total AUM$5.5B
Discretionary$3.6B
Non-Disc.$1.9B
Employees134
Clients16
DateAug 2022
Total AUM$3.9B
Discretionary$1.9B
Non-Disc.$2.1B
Employees108
Clients10
DateApr 2022
Total AUM$3.9B
Discretionary$1.9B
Non-Disc.$2.1B
Employees108
Clients10
DateMar 2022
Total AUM$3.9B
Discretionary$1.9B
Non-Disc.$2.1B
Employees108
Clients10
DateJan 2022
Total AUM$3.3B
Discretionary$1.6B
Non-Disc.$1.6B
Employees99
Clients16
DateDec 2021
Total AUM$3.3B
Discretionary$1.6B
Non-Disc.$1.6B
Employees99
Clients16
DateDec 2021
Total AUM$3.3B
Discretionary$1.6B
Non-Disc.$1.6B
Employees99
Clients16
DateMar 2021
Total AUM$3.3B
Discretionary$1.6B
Non-Disc.$1.6B
Employees99
Clients16
DateJan 2021
Total AUM$1.9B
Discretionary$540.3M
Non-Disc.$1.4B
Employees56
Clients9
DateNov 2020
Total AUM$1.9B
Discretionary$540.3M
Non-Disc.$1.4B
Employees56
Clients9
DateOct 2020
Total AUM$1.9B
Discretionary$540.3M
Non-Disc.$1.4B
Employees56
Clients9
DateJul 2020
Total AUM$1.9B
Discretionary$540.3M
Non-Disc.$1.4B
Employees56
Clients9
DateJun 2020
Total AUM$1.9B
Discretionary$540.3M
Non-Disc.$1.4B
Employees56
Clients9
DateMay 2020
Total AUM$1.9B
Discretionary$540.3M
Non-Disc.$1.4B
Employees56
Clients9
DateMay 2020
Total AUM$1.9B
Discretionary$540.3M
Non-Disc.$1.4B
Employees56
Clients9
DateApr 2020
Total AUM$1.9B
Discretionary$540.3M
Non-Disc.$1.4B
Employees56
Clients9
DateMar 2020
Total AUM$1.9B
Discretionary$540.3M
Non-Disc.$1.4B
Employees56
Clients9
DateMar 2019
Total AUM$1.6B
Discretionary$455.4M
Non-Disc.$1.2B
Employees55
Clients8
DateMar 2018
Total AUM$1.8B
Discretionary$799.7M
Non-Disc.$977M
Employees77
Clients8
DateDec 2017
Total AUM$1.3B
Discretionary$471.8M
Non-Disc.$848.1M
Employees71
Clients5
DateSep 2017
Total AUM$1.3B
Discretionary$471.8M
Non-Disc.$848.1M
Employees71
Clients1,700
DateMar 2017
Total AUM$1.3B
Discretionary$471.8M
Non-Disc.$848.1M
Employees71
Clients1,700
DateFeb 2017
Total AUM$1.2B
Discretionary$403.7M
Non-Disc.$821.2M
Employees88
Clients1,700
DateNov 2016
Total AUM$1.2B
Discretionary$403.7M
Non-Disc.$821.2M
Employees88
Clients1,700
DateMar 2016
Total AUM$1.2B
Discretionary$403.7M
Non-Disc.$821.2M
Employees88
Clients1,700
DateDec 2015
Total AUM$1.1B
Discretionary$305.6M
Non-Disc.$748.8M
Employees90
Clients1,500
DateSep 2015
Total AUM$1.1B
Discretionary$305.6M
Non-Disc.$748.8M
Employees96
Clients1,500
DateMay 2015
Total AUM$1.1B
Discretionary$305.6M
Non-Disc.$748.8M
Employees96
Clients1,500
DateMar 2015
Total AUM$1.1B
Discretionary$305.6M
Non-Disc.$748.8M
Employees96
Clients1,500
DateMar 2015
Total AUM$1B
Discretionary$293.5M
Non-Disc.$745.6M
Employees96
Clients1,500
DateFeb 2015
Total AUM$1B
Discretionary$293.5M
Non-Disc.$745.6M
Employees96
Clients1,500
DateFeb 2015
Total AUM$1.3B
Discretionary$319.2M
Non-Disc.$981.9M
Employees96
Clients1,500
DateDec 2014
Total AUM$1.3B
Discretionary$319.2M
Non-Disc.$981.9M
Employees84
Clients1,000
DateNov 2014
Total AUM$1.3B
Discretionary$319.2M
Non-Disc.$981.9M
Employees84
Clients1,000
DateOct 2014
Total AUM$1.3B
Discretionary$319.2M
Non-Disc.$981.9M
Employees84
Clients1,000
DateOct 2014
Total AUM$1.3B
Discretionary$319.2M
Non-Disc.$981.9M
Employees84
Clients1,000
DateAug 2014
Total AUM$1.3B
Discretionary$319.2M
Non-Disc.$981.9M
Employees84
Clients1,000
DateJun 2014
Total AUM$1.3B
Discretionary$319.2M
Non-Disc.$981.9M
Employees84
Clients1,000
DateMar 2014
Total AUM$1.3B
Discretionary$319.2M
Non-Disc.$981.9M
Employees84
Clients1,000
DateFeb 2014
Total AUM$821.2M
Discretionary$181.4M
Non-Disc.$639.9M
Employees54
Clients1,000
DateDec 2013
Total AUM$821.2M
Discretionary$181.4M
Non-Disc.$639.9M
Employees54
Clients1,000
DateNov 2013
Total AUM$821.2M
Discretionary$181.4M
Non-Disc.$639.9M
Employees54
Clients1,000
DateOct 2013
Total AUM$821.2M
Discretionary$181.4M
Non-Disc.$639.9M
Employees54
Clients1,000
DateSep 2013
Total AUM$821.2M
Discretionary$181.4M
Non-Disc.$639.9M
Employees54
Clients1,000
DateJul 2013
Total AUM$821.2M
Discretionary$181.4M
Non-Disc.$639.9M
Employees54
Clients1,000
DateJun 2013
Total AUM$821.2M
Discretionary$181.4M
Non-Disc.$639.9M
Employees54
Clients1,000
DateApr 2013
Total AUM$821.2M
Discretionary$181.4M
Non-Disc.$639.9M
Employees54
Clients1,000
DateApr 2013
Total AUM$821.2M
Discretionary$181.4M
Non-Disc.$639.9M
Employees54
Clients1,000
DateSep 2012
Total AUM$738.3M
Discretionary$111.8M
Non-Disc.$626.5M
Employees11
Clients700
DateMay 2012
Total AUM$738.3M
Discretionary$111.8M
Non-Disc.$626.5M
Employees11
Clients700
DateMar 2012
Total AUM$738.3M
Discretionary$111.8M
Non-Disc.$626.5M
Employees11
Clients700
DateJul 2011
Total AUM$781.6M
Discretionary$105.6M
Non-Disc.$676M
Employees--
Clients--
DateJun 2011
Total AUM$781.6M
Discretionary$105.6M
Non-Disc.$676M
Employees--
Clients--
DateJun 2011
Total AUM$781.6M
Discretionary$105.6M
Non-Disc.$676M
Employees--
Clients--
DateMay 2011
Total AUM$781.6M
Discretionary$105.6M
Non-Disc.$676M
Employees--
Clients--
DateApr 2011
Total AUM$781.6M
Discretionary$105.6M
Non-Disc.$676M
Employees--
Clients--
DateApr 2011
Total AUM$781.6M
Discretionary$105.6M
Non-Disc.$676M
Employees--
Clients--
DateMar 2011
Total AUM$900.5M
Discretionary$108.4M
Non-Disc.$792.1M
Employees--
Clients--
DateMar 2011
Total AUM$900.5M
Discretionary$108.4M
Non-Disc.$792.1M
Employees--
Clients--
DateAug 2010
Total AUM$900.5M
Discretionary$108.4M
Non-Disc.$792.1M
Employees--
Clients--
DateJul 2010
Total AUM$900.5M
Discretionary$108.4M
Non-Disc.$792.1M
Employees--
Clients--
DateApr 2010
Total AUM$900.5M
Discretionary$108.4M
Non-Disc.$792.1M
Employees--
Clients--
DateJan 2008
Total AUM$313.6M
Discretionary$0
Non-Disc.$313.6M
Employees10
Clients--
DateMar 2007
Total AUM$313.6M
Discretionary$0
Non-Disc.$313.6M
Employees10
Clients--
DateOct 2005
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees10
Clients--
DateSep 2005
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees10
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--