EATON VANCE WATEROAK ADVISORS
CRD #132047 SEC #801-63334 BOSTON, MA 617-482-8260
SEC Registered
Total AUM
$14.6B
Discretionary
$13.7B
Employees
67
Clients
251
Accounts
5,607
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $14.6B | $13.7B | $869.3M | 67 | 38 |
| Jul 2021 | $10.4B | $9.5B | $823.1M | 68 | 31 |
| May 2021 | $10.4B | $9.5B | $823.1M | 68 | 31 |
| Mar 2021 | $10.4B | $9.5B | $823.1M | 68 | 31 |
| Jan 2021 | $10.4B | $9.5B | $823.1M | 58 | 31 |
| Nov 2020 | $7.7B | $7B | $786.4M | 58 | 31 |
| Nov 2020 | $7.7B | $7B | $786.4M | 58 | 31 |
| Nov 2020 | $7.7B | $7B | $786.4M | 58 | 31 |
| Jun 2020 | $7.7B | $7B | $786.4M | 58 | 31 |
| Jun 2020 | $7.7B | $7B | $786.4M | 58 | 31 |
| Apr 2020 | $7.7B | $7B | $786.4M | 58 | 31 |
| Mar 2020 | $7.7B | $7B | $786.4M | 58 | 31 |
| Jan 2020 | $7.7B | $7B | $786.4M | 58 | 31 |
| May 2019 | $6B | $5.1B | $871.9M | 53 | 30 |
| Jan 2019 | $6B | $5.1B | $871.9M | 53 | 30 |
| Jan 2019 | $6B | $5.1B | $871.9M | 53 | 30 |
| Nov 2018 | $6.1B | $4.9B | $1.2B | 43 | 2,100 |
| Jul 2018 | $6.1B | $4.9B | $1.2B | 43 | 2,100 |
| Jun 2018 | $6.1B | $4.9B | $1.2B | 43 | 2,100 |
| Jan 2018 | $6.1B | $4.9B | $1.2B | 43 | 2,100 |
| Jan 2017 | $5.2B | $4B | $1.2B | 43 | 2,100 |
| Jan 2016 | $6.3B | $4.7B | $1.7B | 46 | 2,100 |
| Dec 2015 | $6.4B | $4.7B | $1.6B | 45 | 2,100 |
| Dec 2015 | $6.4B | $4.7B | $1.6B | 45 | 2,100 |
| Oct 2015 | $6.4B | $4.7B | $1.6B | 45 | 2,100 |
| Sep 2015 | $6.4B | $4.7B | $1.6B | 45 | 2,100 |
| Aug 2015 | $4.9B | $4.7B | $160.5M | 45 | 2,100 |
| May 2015 | $4.9B | $4.7B | $160.5M | 45 | 2,100 |
| Jan 2015 | $4.9B | $4.7B | $160.5M | 45 | 2,100 |
| Jul 2014 | $5.5B | $4.5B | $1.1B | 44 | 2,100 |
| May 2014 | $5.5B | $4.5B | $1.1B | 44 | 2,100 |
| Jan 2014 | $5.5B | $4.5B | $1.1B | 44 | 2,100 |
| Nov 2013 | $4.9B | $3.9B | $983.3M | 44 | 1,900 |
| Aug 2013 | $4.9B | $3.9B | $983.3M | 44 | 1,900 |
| Jan 2013 | $4.9B | $3.9B | $983.3M | 44 | 1,900 |
| Aug 2012 | $4.6B | $4B | $596.9M | 11 | 1,800 |
| Mar 2012 | $4.6B | $4B | $596.9M | 11 | 1,800 |
| Jan 2012 | $4.6B | $4B | $596.9M | 11 | 1,800 |
| Nov 2011 | $3.8B | $3.2B | $598.5M | 11 | 1,500 |
| Jun 2011 | $3.8B | $3.2B | $598.5M | -- | -- |
| Jan 2011 | $3.8B | $3.2B | $598.5M | -- | -- |
| May 2010 | $3.5B | $3B | $472.1M | -- | -- |
| Apr 2009 | $3.3B | $2.7B | $632.3M | -- | -- |
| Dec 2007 | $4.4B | $3.4B | $906.2M | -- | -- |
| Nov 2007 | $3.5B | $2.9B | $613.7M | -- | -- |
| Apr 2007 | $3.5B | $2.9B | $613.7M | -- | -- |
| Mar 2007 | $3.5B | $2.9B | $613.7M | -- | -- |
| Dec 2006 | $3.5B | $2.9B | $613.7M | -- | -- |
| Feb 2006 | $3.8B | $3.3B | $525.3M | -- | -- |
| Dec 2005 | $3.8B | $3.3B | $525.3M | -- | -- |
| Dec 2004 | $4.7B | $4B | $697.4M | -- | -- |
| Aug 2004 | $2.3B | $2B | $253.8M | -- | -- |
| Jul 2004 | $2.3B | $2B | $253.8M | -- | -- |
| Jul 2004 | $2.3B | $2B | $253.8M | -- | -- |
DateMar 2022
Total AUM$14.6B
Discretionary$13.7B
Non-Disc.$869.3M
Employees67
Clients38
DateJul 2021
Total AUM$10.4B
Discretionary$9.5B
Non-Disc.$823.1M
Employees68
Clients31
DateMay 2021
Total AUM$10.4B
Discretionary$9.5B
Non-Disc.$823.1M
Employees68
Clients31
DateMar 2021
Total AUM$10.4B
Discretionary$9.5B
Non-Disc.$823.1M
Employees68
Clients31
DateJan 2021
Total AUM$10.4B
Discretionary$9.5B
Non-Disc.$823.1M
Employees58
Clients31
DateNov 2020
Total AUM$7.7B
Discretionary$7B
Non-Disc.$786.4M
Employees58
Clients31
DateNov 2020
Total AUM$7.7B
Discretionary$7B
Non-Disc.$786.4M
Employees58
Clients31
DateNov 2020
Total AUM$7.7B
Discretionary$7B
Non-Disc.$786.4M
Employees58
Clients31
DateJun 2020
Total AUM$7.7B
Discretionary$7B
Non-Disc.$786.4M
Employees58
Clients31
DateJun 2020
Total AUM$7.7B
Discretionary$7B
Non-Disc.$786.4M
Employees58
Clients31
DateApr 2020
Total AUM$7.7B
Discretionary$7B
Non-Disc.$786.4M
Employees58
Clients31
DateMar 2020
Total AUM$7.7B
Discretionary$7B
Non-Disc.$786.4M
Employees58
Clients31
DateJan 2020
Total AUM$7.7B
Discretionary$7B
Non-Disc.$786.4M
Employees58
Clients31
DateMay 2019
Total AUM$6B
Discretionary$5.1B
Non-Disc.$871.9M
Employees53
Clients30
DateJan 2019
Total AUM$6B
Discretionary$5.1B
Non-Disc.$871.9M
Employees53
Clients30
DateJan 2019
Total AUM$6B
Discretionary$5.1B
Non-Disc.$871.9M
Employees53
Clients30
DateNov 2018
Total AUM$6.1B
Discretionary$4.9B
Non-Disc.$1.2B
Employees43
Clients2,100
DateJul 2018
Total AUM$6.1B
Discretionary$4.9B
Non-Disc.$1.2B
Employees43
Clients2,100
DateJun 2018
Total AUM$6.1B
Discretionary$4.9B
Non-Disc.$1.2B
Employees43
Clients2,100
DateJan 2018
Total AUM$6.1B
Discretionary$4.9B
Non-Disc.$1.2B
Employees43
Clients2,100
DateJan 2017
Total AUM$5.2B
Discretionary$4B
Non-Disc.$1.2B
Employees43
Clients2,100
DateJan 2016
Total AUM$6.3B
Discretionary$4.7B
Non-Disc.$1.7B
Employees46
Clients2,100
DateDec 2015
Total AUM$6.4B
Discretionary$4.7B
Non-Disc.$1.6B
Employees45
Clients2,100
DateDec 2015
Total AUM$6.4B
Discretionary$4.7B
Non-Disc.$1.6B
Employees45
Clients2,100
DateOct 2015
Total AUM$6.4B
Discretionary$4.7B
Non-Disc.$1.6B
Employees45
Clients2,100
DateSep 2015
Total AUM$6.4B
Discretionary$4.7B
Non-Disc.$1.6B
Employees45
Clients2,100
DateAug 2015
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$160.5M
Employees45
Clients2,100
DateMay 2015
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$160.5M
Employees45
Clients2,100
DateJan 2015
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$160.5M
Employees45
Clients2,100
DateJul 2014
Total AUM$5.5B
Discretionary$4.5B
Non-Disc.$1.1B
Employees44
Clients2,100
DateMay 2014
Total AUM$5.5B
Discretionary$4.5B
Non-Disc.$1.1B
Employees44
Clients2,100
DateJan 2014
Total AUM$5.5B
Discretionary$4.5B
Non-Disc.$1.1B
Employees44
Clients2,100
DateNov 2013
Total AUM$4.9B
Discretionary$3.9B
Non-Disc.$983.3M
Employees44
Clients1,900
DateAug 2013
Total AUM$4.9B
Discretionary$3.9B
Non-Disc.$983.3M
Employees44
Clients1,900
DateJan 2013
Total AUM$4.9B
Discretionary$3.9B
Non-Disc.$983.3M
Employees44
Clients1,900
DateAug 2012
Total AUM$4.6B
Discretionary$4B
Non-Disc.$596.9M
Employees11
Clients1,800
DateMar 2012
Total AUM$4.6B
Discretionary$4B
Non-Disc.$596.9M
Employees11
Clients1,800
DateJan 2012
Total AUM$4.6B
Discretionary$4B
Non-Disc.$596.9M
Employees11
Clients1,800
DateNov 2011
Total AUM$3.8B
Discretionary$3.2B
Non-Disc.$598.5M
Employees11
Clients1,500
DateJun 2011
Total AUM$3.8B
Discretionary$3.2B
Non-Disc.$598.5M
Employees--
Clients--
DateJan 2011
Total AUM$3.8B
Discretionary$3.2B
Non-Disc.$598.5M
Employees--
Clients--
DateMay 2010
Total AUM$3.5B
Discretionary$3B
Non-Disc.$472.1M
Employees--
Clients--
DateApr 2009
Total AUM$3.3B
Discretionary$2.7B
Non-Disc.$632.3M
Employees--
Clients--
DateDec 2007
Total AUM$4.4B
Discretionary$3.4B
Non-Disc.$906.2M
Employees--
Clients--
DateNov 2007
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$613.7M
Employees--
Clients--
DateApr 2007
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$613.7M
Employees--
Clients--
DateMar 2007
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$613.7M
Employees--
Clients--
DateDec 2006
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$613.7M
Employees--
Clients--
DateFeb 2006
Total AUM$3.8B
Discretionary$3.3B
Non-Disc.$525.3M
Employees--
Clients--
DateDec 2005
Total AUM$3.8B
Discretionary$3.3B
Non-Disc.$525.3M
Employees--
Clients--
DateDec 2004
Total AUM$4.7B
Discretionary$4B
Non-Disc.$697.4M
Employees--
Clients--
DateAug 2004
Total AUM$2.3B
Discretionary$2B
Non-Disc.$253.8M
Employees--
Clients--
DateJul 2004
Total AUM$2.3B
Discretionary$2B
Non-Disc.$253.8M
Employees--
Clients--
DateJul 2004
Total AUM$2.3B
Discretionary$2B
Non-Disc.$253.8M
Employees--
Clients--