CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD #134139 SEC #801-63930 FAIRFIELD, IA 641-472-5100
SEC Registered Disclosures
Total AUM
$102.4B
Discretionary
$94.8B
Employees
3,361
Clients
--
Accounts
438,414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $102.4B | $94.8B | $7.7B | 3,361 | 77,201 |
| Dec 2025 | $102.4B | $94.8B | $7.7B | 3,361 | 77,201 |
| Dec 2025 | $102.4B | $94.8B | $7.7B | 3,361 | 77,201 |
| Nov 2025 | $102.4B | $94.8B | $7.7B | 3,361 | 77,201 |
| Nov 2025 | $102.4B | $94.8B | $7.7B | 3,361 | 77,201 |
| Oct 2025 | $102.4B | $94.8B | $7.7B | 3,361 | 77,201 |
| Sep 2025 | $102.4B | $94.8B | $7.7B | 3,361 | 77,201 |
| Mar 2025 | $102.4B | $94.8B | $7.7B | 3,361 | 77,201 |
| Mar 2025 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Jan 2025 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Dec 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Dec 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Nov 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Sep 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Sep 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Jul 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Jul 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| May 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Apr 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Mar 2024 | $87.4B | $79.9B | $7.5B | 3,312 | 71,763 |
| Feb 2024 | $82.4B | $71.8B | $10.6B | 3,352 | 43,832 |
| Jan 2024 | $82.4B | $71.8B | $10.6B | 3,352 | 43,832 |
| Jun 2023 | $82.4B | $71.8B | $10.6B | 3,352 | 43,832 |
| Apr 2023 | $82.4B | $71.8B | $10.6B | 3,352 | 43,832 |
| Apr 2023 | $82.4B | $71.8B | $10.6B | 3,352 | 43,832 |
| Nov 2022 | $82.2B | $73.9B | $8.3B | 3,264 | 30,198 |
| Aug 2022 | $82.2B | $73.9B | $8.3B | 3,264 | 30,198 |
| Jun 2022 | $82.2B | $73.9B | $8.3B | 3,264 | 30,198 |
| May 2022 | $82.2B | $73.9B | $8.3B | 3,264 | 30,198 |
| Mar 2022 | $82.2B | $73.9B | $8.3B | 3,264 | 30,198 |
| Feb 2022 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| Jan 2022 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| Nov 2021 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| Sep 2021 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| Sep 2021 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| Jun 2021 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| May 2021 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| Apr 2021 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| Apr 2021 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| Mar 2021 | $68.5B | $60.6B | $7.9B | 3,144 | 24,204 |
| Feb 2021 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Dec 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Oct 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Oct 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Sep 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Sep 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Sep 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Aug 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Aug 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Jun 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Jun 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| May 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Apr 2020 | $56.2B | $49.3B | $6.9B | 2,982 | 8,078 |
| Nov 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Oct 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Sep 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Sep 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Sep 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Aug 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Jul 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Jun 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Jun 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| May 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Mar 2019 | $44.3B | $38B | $6.4B | 2,857 | 7,921 |
| Feb 2019 | $40.3B | $34B | $6.3B | 2,672 | 3,202 |
| Jan 2019 | $40.3B | $34B | $6.3B | 2,672 | 3,202 |
| Nov 2018 | $40.3B | $34B | $6.3B | 2,672 | 3,202 |
| Oct 2018 | $40.3B | $34B | $6.3B | 2,672 | 3,202 |
| Aug 2018 | $40.3B | $34B | $6.3B | 2,672 | 3,202 |
| Jul 2018 | $40.3B | $34B | $6.3B | 2,672 | 3,202 |
| May 2018 | $40.3B | $34B | $6.3B | 2,672 | 3,202 |
| Apr 2018 | $40.3B | $34B | $6.3B | 2,672 | 3,202 |
| Mar 2018 | $40.3B | $34B | $6.3B | 2,672 | 3,202 |
| Feb 2018 | $28.7B | $22.7B | $6B | 2,475 | 0 |
| Jan 2018 | $28.7B | $22.7B | $6B | 2,475 | 0 |
| Jan 2018 | $28.7B | $22.7B | $6B | 2,475 | 0 |
| Jan 2018 | $28.7B | $22.7B | $6B | 2,475 | 0 |
| Dec 2017 | $28.7B | $22.7B | $6B | 2,475 | 0 |
| Nov 2017 | $28.7B | $22.7B | $6B | 2,475 | 0 |
| Sep 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Sep 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Jul 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Jul 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Jul 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Jul 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Jun 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Jun 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| May 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Apr 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Mar 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Feb 2017 | $28.7B | $22.7B | $6B | 2,475 | 123,100 |
| Feb 2017 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Jan 2017 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Jan 2017 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Jan 2017 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Jan 2017 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Dec 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Nov 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Oct 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Oct 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Sep 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Aug 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Jun 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Jun 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| May 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Apr 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Apr 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Mar 2016 | $25.2B | $20.1B | $5.1B | 2,251 | 110,300 |
| Mar 2016 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Jan 2016 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Jan 2016 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Dec 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Nov 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Nov 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Oct 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Oct 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Aug 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Aug 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Jul 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Jun 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Jun 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| May 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Mar 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Mar 2015 | $23.5B | $18.3B | $5.2B | 2,123 | 97,600 |
| Jan 2015 | $20B | $15.4B | $4.6B | 1,888 | 77,500 |
| Jan 2015 | $20B | $15.4B | $4.6B | 1,888 | 77,500 |
| Dec 2014 | $20B | $15.4B | $4.6B | 1,888 | 77,500 |
| Oct 2014 | $20B | $15.4B | $4.6B | 1,888 | 77,500 |
| Sep 2014 | $20B | $15.4B | $4.6B | 1,888 | 77,500 |
| Jun 2014 | $20B | $15.4B | $4.6B | 1,888 | 77,500 |
| Mar 2014 | $20B | $15.4B | $4.6B | 1,888 | 77,500 |
| Feb 2014 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Nov 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Sep 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Sep 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Sep 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Jul 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Jul 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| May 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Apr 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Apr 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Apr 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Apr 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Mar 2013 | $15.8B | $12B | $3.8B | 1,585 | 65,700 |
| Mar 2013 | $20.9B | $11.1B | $9.8B | 1,513 | 13,000 |
| Feb 2013 | $20.9B | $11.1B | $9.8B | 1,513 | 13,000 |
| Jan 2013 | $20.9B | $11.1B | $9.8B | 1,513 | 13,000 |
| Dec 2012 | $20.9B | $11.1B | $9.8B | 1,513 | 13,000 |
| Nov 2012 | $20.9B | $11.1B | $9.8B | 1,513 | 13,000 |
| Nov 2012 | $20.9B | $11.1B | $9.8B | 1,513 | 13,000 |
| Oct 2012 | $20.9B | $11.1B | $9.8B | -- | 13,000 |
| Aug 2012 | $20.9B | $11.1B | $9.8B | -- | 13,000 |
| May 2012 | $20.9B | $11.1B | $9.8B | -- | 13,000 |
| Apr 2012 | $20.9B | $11.1B | $9.8B | -- | 13,000 |
| Mar 2012 | $20.9B | $11.1B | $9.8B | -- | 13,000 |
| Dec 2011 | $14.4B | $7.9B | $6.4B | -- | 51,385 |
| Aug 2011 | $14.4B | $7.9B | $6.4B | -- | -- |
| Aug 2011 | $14.4B | $7.9B | $6.4B | -- | -- |
| Jul 2011 | $14.4B | $7.9B | $6.4B | -- | -- |
| Apr 2011 | $14.4B | $7.9B | $6.4B | -- | -- |
| Apr 2011 | $14.4B | $7.9B | $6.4B | -- | -- |
| Mar 2011 | $14.4B | $7.9B | $6.4B | -- | -- |
| Feb 2011 | $13.2B | $6.6B | $6.6B | -- | -- |
| Jan 2011 | $13.2B | $6.6B | $6.6B | -- | -- |
| Dec 2010 | $13.2B | $6.6B | $6.6B | -- | -- |
| Nov 2010 | $13.2B | $6.6B | $6.6B | -- | -- |
| Oct 2010 | $13.2B | $6.6B | $6.6B | -- | -- |
| Sep 2010 | $13.2B | $6.6B | $6.6B | -- | -- |
| Aug 2010 | $13.2B | $6.6B | $6.6B | -- | -- |
| Aug 2010 | $13.2B | $6.6B | $6.6B | -- | -- |
| Mar 2010 | $13.2B | $6.6B | $6.6B | -- | -- |
| Mar 2008 | $7.4B | $3.7B | $3.8B | 501 | -- |
| Feb 2008 | $5.1B | $2.3B | $2.9B | 501 | -- |
| Jan 2008 | $5.1B | $2.3B | $2.9B | 501 | -- |
| Nov 2007 | $5.1B | $2.3B | $2.9B | 501 | -- |
| Sep 2007 | $5.1B | $2.3B | $2.9B | 501 | -- |
| Aug 2007 | $5.1B | $2.3B | $2.9B | 501 | -- |
| Aug 2007 | $5.1B | $2.3B | $2.9B | 501 | -- |
| Apr 2007 | $5.1B | $2.3B | $2.9B | 501 | -- |
| Apr 2007 | $5.1B | $2.3B | $2.9B | 501 | -- |
| Mar 2007 | $5.1B | $2.3B | $2.9B | 501 | -- |
| Jan 2007 | $3.2B | $1.9B | $1.3B | 51 | -- |
| Nov 2006 | $3.2B | $1.9B | $1.3B | 51 | -- |
| Jan 2006 | $1.7B | $1.1B | $618.6M | 51 | -- |
| Dec 2005 | $1.7B | $1.1B | $618.6M | 51 | -- |
| Feb 2005 | $0 | $0 | $0 | 51 | -- |
DateDec 2025
Total AUM$102.4B
Discretionary$94.8B
Non-Disc.$7.7B
Employees3,361
Clients77,201
DateDec 2025
Total AUM$102.4B
Discretionary$94.8B
Non-Disc.$7.7B
Employees3,361
Clients77,201
DateDec 2025
Total AUM$102.4B
Discretionary$94.8B
Non-Disc.$7.7B
Employees3,361
Clients77,201
DateNov 2025
Total AUM$102.4B
Discretionary$94.8B
Non-Disc.$7.7B
Employees3,361
Clients77,201
DateNov 2025
Total AUM$102.4B
Discretionary$94.8B
Non-Disc.$7.7B
Employees3,361
Clients77,201
DateOct 2025
Total AUM$102.4B
Discretionary$94.8B
Non-Disc.$7.7B
Employees3,361
Clients77,201
DateSep 2025
Total AUM$102.4B
Discretionary$94.8B
Non-Disc.$7.7B
Employees3,361
Clients77,201
DateMar 2025
Total AUM$102.4B
Discretionary$94.8B
Non-Disc.$7.7B
Employees3,361
Clients77,201
DateMar 2025
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateJan 2025
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateDec 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateDec 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateNov 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateSep 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateSep 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateJul 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateJul 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateMay 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateApr 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateMar 2024
Total AUM$87.4B
Discretionary$79.9B
Non-Disc.$7.5B
Employees3,312
Clients71,763
DateFeb 2024
Total AUM$82.4B
Discretionary$71.8B
Non-Disc.$10.6B
Employees3,352
Clients43,832
DateJan 2024
Total AUM$82.4B
Discretionary$71.8B
Non-Disc.$10.6B
Employees3,352
Clients43,832
DateJun 2023
Total AUM$82.4B
Discretionary$71.8B
Non-Disc.$10.6B
Employees3,352
Clients43,832
DateApr 2023
Total AUM$82.4B
Discretionary$71.8B
Non-Disc.$10.6B
Employees3,352
Clients43,832
DateApr 2023
Total AUM$82.4B
Discretionary$71.8B
Non-Disc.$10.6B
Employees3,352
Clients43,832
DateNov 2022
Total AUM$82.2B
Discretionary$73.9B
Non-Disc.$8.3B
Employees3,264
Clients30,198
DateAug 2022
Total AUM$82.2B
Discretionary$73.9B
Non-Disc.$8.3B
Employees3,264
Clients30,198
DateJun 2022
Total AUM$82.2B
Discretionary$73.9B
Non-Disc.$8.3B
Employees3,264
Clients30,198
DateMay 2022
Total AUM$82.2B
Discretionary$73.9B
Non-Disc.$8.3B
Employees3,264
Clients30,198
DateMar 2022
Total AUM$82.2B
Discretionary$73.9B
Non-Disc.$8.3B
Employees3,264
Clients30,198
DateFeb 2022
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateJan 2022
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateNov 2021
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateSep 2021
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateSep 2021
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateJun 2021
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateMay 2021
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateApr 2021
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateApr 2021
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateMar 2021
Total AUM$68.5B
Discretionary$60.6B
Non-Disc.$7.9B
Employees3,144
Clients24,204
DateFeb 2021
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateDec 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateOct 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateOct 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateSep 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateSep 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateSep 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateAug 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateAug 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateJun 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateJun 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateMay 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateApr 2020
Total AUM$56.2B
Discretionary$49.3B
Non-Disc.$6.9B
Employees2,982
Clients8,078
DateNov 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateOct 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateSep 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateSep 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateSep 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateAug 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateJul 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateJun 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateJun 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateMay 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateMar 2019
Total AUM$44.3B
Discretionary$38B
Non-Disc.$6.4B
Employees2,857
Clients7,921
DateFeb 2019
Total AUM$40.3B
Discretionary$34B
Non-Disc.$6.3B
Employees2,672
Clients3,202
DateJan 2019
Total AUM$40.3B
Discretionary$34B
Non-Disc.$6.3B
Employees2,672
Clients3,202
DateNov 2018
Total AUM$40.3B
Discretionary$34B
Non-Disc.$6.3B
Employees2,672
Clients3,202
DateOct 2018
Total AUM$40.3B
Discretionary$34B
Non-Disc.$6.3B
Employees2,672
Clients3,202
DateAug 2018
Total AUM$40.3B
Discretionary$34B
Non-Disc.$6.3B
Employees2,672
Clients3,202
DateJul 2018
Total AUM$40.3B
Discretionary$34B
Non-Disc.$6.3B
Employees2,672
Clients3,202
DateMay 2018
Total AUM$40.3B
Discretionary$34B
Non-Disc.$6.3B
Employees2,672
Clients3,202
DateApr 2018
Total AUM$40.3B
Discretionary$34B
Non-Disc.$6.3B
Employees2,672
Clients3,202
DateMar 2018
Total AUM$40.3B
Discretionary$34B
Non-Disc.$6.3B
Employees2,672
Clients3,202
DateFeb 2018
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients0
DateJan 2018
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients0
DateJan 2018
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients0
DateJan 2018
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients0
DateDec 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients0
DateNov 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients0
DateSep 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateSep 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateJul 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateJul 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateJul 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateJul 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateJun 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateJun 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateMay 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateApr 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateMar 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateFeb 2017
Total AUM$28.7B
Discretionary$22.7B
Non-Disc.$6B
Employees2,475
Clients123,100
DateFeb 2017
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateJan 2017
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateJan 2017
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateJan 2017
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateJan 2017
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateDec 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateNov 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateOct 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateOct 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateSep 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateAug 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateJun 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateJun 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateMay 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateApr 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateApr 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateMar 2016
Total AUM$25.2B
Discretionary$20.1B
Non-Disc.$5.1B
Employees2,251
Clients110,300
DateMar 2016
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateJan 2016
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateJan 2016
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateDec 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateNov 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateNov 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateOct 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateOct 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateAug 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateAug 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateJul 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateJun 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateJun 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateMay 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateMar 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateMar 2015
Total AUM$23.5B
Discretionary$18.3B
Non-Disc.$5.2B
Employees2,123
Clients97,600
DateJan 2015
Total AUM$20B
Discretionary$15.4B
Non-Disc.$4.6B
Employees1,888
Clients77,500
DateJan 2015
Total AUM$20B
Discretionary$15.4B
Non-Disc.$4.6B
Employees1,888
Clients77,500
DateDec 2014
Total AUM$20B
Discretionary$15.4B
Non-Disc.$4.6B
Employees1,888
Clients77,500
DateOct 2014
Total AUM$20B
Discretionary$15.4B
Non-Disc.$4.6B
Employees1,888
Clients77,500
DateSep 2014
Total AUM$20B
Discretionary$15.4B
Non-Disc.$4.6B
Employees1,888
Clients77,500
DateJun 2014
Total AUM$20B
Discretionary$15.4B
Non-Disc.$4.6B
Employees1,888
Clients77,500
DateMar 2014
Total AUM$20B
Discretionary$15.4B
Non-Disc.$4.6B
Employees1,888
Clients77,500
DateFeb 2014
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateNov 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateSep 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateSep 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateSep 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateJul 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateJul 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateMay 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateApr 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateApr 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateApr 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateApr 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateMar 2013
Total AUM$15.8B
Discretionary$12B
Non-Disc.$3.8B
Employees1,585
Clients65,700
DateMar 2013
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees1,513
Clients13,000
DateFeb 2013
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees1,513
Clients13,000
DateJan 2013
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees1,513
Clients13,000
DateDec 2012
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees1,513
Clients13,000
DateNov 2012
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees1,513
Clients13,000
DateNov 2012
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees1,513
Clients13,000
DateOct 2012
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees--
Clients13,000
DateAug 2012
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees--
Clients13,000
DateMay 2012
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees--
Clients13,000
DateApr 2012
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees--
Clients13,000
DateMar 2012
Total AUM$20.9B
Discretionary$11.1B
Non-Disc.$9.8B
Employees--
Clients13,000
DateDec 2011
Total AUM$14.4B
Discretionary$7.9B
Non-Disc.$6.4B
Employees--
Clients51,385
DateAug 2011
Total AUM$14.4B
Discretionary$7.9B
Non-Disc.$6.4B
Employees--
Clients--
DateAug 2011
Total AUM$14.4B
Discretionary$7.9B
Non-Disc.$6.4B
Employees--
Clients--
DateJul 2011
Total AUM$14.4B
Discretionary$7.9B
Non-Disc.$6.4B
Employees--
Clients--
DateApr 2011
Total AUM$14.4B
Discretionary$7.9B
Non-Disc.$6.4B
Employees--
Clients--
DateApr 2011
Total AUM$14.4B
Discretionary$7.9B
Non-Disc.$6.4B
Employees--
Clients--
DateMar 2011
Total AUM$14.4B
Discretionary$7.9B
Non-Disc.$6.4B
Employees--
Clients--
DateFeb 2011
Total AUM$13.2B
Discretionary$6.6B
Non-Disc.$6.6B
Employees--
Clients--
DateJan 2011
Total AUM$13.2B
Discretionary$6.6B
Non-Disc.$6.6B
Employees--
Clients--
DateDec 2010
Total AUM$13.2B
Discretionary$6.6B
Non-Disc.$6.6B
Employees--
Clients--
DateNov 2010
Total AUM$13.2B
Discretionary$6.6B
Non-Disc.$6.6B
Employees--
Clients--
DateOct 2010
Total AUM$13.2B
Discretionary$6.6B
Non-Disc.$6.6B
Employees--
Clients--
DateSep 2010
Total AUM$13.2B
Discretionary$6.6B
Non-Disc.$6.6B
Employees--
Clients--
DateAug 2010
Total AUM$13.2B
Discretionary$6.6B
Non-Disc.$6.6B
Employees--
Clients--
DateAug 2010
Total AUM$13.2B
Discretionary$6.6B
Non-Disc.$6.6B
Employees--
Clients--
DateMar 2010
Total AUM$13.2B
Discretionary$6.6B
Non-Disc.$6.6B
Employees--
Clients--
DateMar 2008
Total AUM$7.4B
Discretionary$3.7B
Non-Disc.$3.8B
Employees501
Clients--
DateFeb 2008
Total AUM$5.1B
Discretionary$2.3B
Non-Disc.$2.9B
Employees501
Clients--
DateJan 2008
Total AUM$5.1B
Discretionary$2.3B
Non-Disc.$2.9B
Employees501
Clients--
DateNov 2007
Total AUM$5.1B
Discretionary$2.3B
Non-Disc.$2.9B
Employees501
Clients--
DateSep 2007
Total AUM$5.1B
Discretionary$2.3B
Non-Disc.$2.9B
Employees501
Clients--
DateAug 2007
Total AUM$5.1B
Discretionary$2.3B
Non-Disc.$2.9B
Employees501
Clients--
DateAug 2007
Total AUM$5.1B
Discretionary$2.3B
Non-Disc.$2.9B
Employees501
Clients--
DateApr 2007
Total AUM$5.1B
Discretionary$2.3B
Non-Disc.$2.9B
Employees501
Clients--
DateApr 2007
Total AUM$5.1B
Discretionary$2.3B
Non-Disc.$2.9B
Employees501
Clients--
DateMar 2007
Total AUM$5.1B
Discretionary$2.3B
Non-Disc.$2.9B
Employees501
Clients--
DateJan 2007
Total AUM$3.2B
Discretionary$1.9B
Non-Disc.$1.3B
Employees51
Clients--
DateNov 2006
Total AUM$3.2B
Discretionary$1.9B
Non-Disc.$1.3B
Employees51
Clients--
DateJan 2006
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$618.6M
Employees51
Clients--
DateDec 2005
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$618.6M
Employees51
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--