CETERA ADVISOR NETWORKS LLC
CRD #13572 SEC #801-47342 EL SEGUNDO, CA 310-326-3100
SEC Registered Broker-Dealer Disclosures
Total AUM
$46.7B
Discretionary
$38B
Employees
2,881
Clients
--
Accounts
192,956
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $46.7B | $38B | $8.7B | 2,881 | 4,427 |
| Jun 2023 | $46.7B | $38B | $8.7B | 2,881 | 4,427 |
| May 2023 | $46.7B | $38B | $8.7B | 2,881 | 4,427 |
| Apr 2023 | $46.7B | $38B | $8.7B | 2,881 | 4,427 |
| Mar 2023 | $46.7B | $38B | $8.7B | 2,881 | 4,427 |
| Mar 2023 | $50.3B | $37.9B | $12.4B | 2,867 | 4,143 |
| Jan 2023 | $50.3B | $37.9B | $12.4B | 2,867 | 4,143 |
| Jan 2023 | $50.3B | $37.9B | $12.4B | 2,867 | 4,143 |
| Nov 2022 | $50.3B | $37.9B | $12.4B | 2,867 | 4,143 |
| Nov 2022 | $50.3B | $37.9B | $12.4B | 2,867 | 4,143 |
| Sep 2022 | $50.3B | $37.9B | $12.4B | 2,867 | 4,143 |
| Jun 2022 | $50.3B | $37.9B | $12.4B | 2,867 | 4,143 |
| Jun 2022 | $50.3B | $37.9B | $12.4B | 2,867 | 4,143 |
| Mar 2022 | $50.3B | $37.9B | $12.4B | 2,867 | 4,143 |
| Feb 2022 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Feb 2022 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Jan 2022 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Nov 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Nov 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Oct 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Oct 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Sep 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Sep 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Aug 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Jul 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Jul 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Jul 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Jun 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Jun 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| May 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| May 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| May 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Apr 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Mar 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Mar 2021 | $25.8B | $19.9B | $5.9B | 2,151 | 2,966 |
| Jan 2021 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Dec 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Dec 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Dec 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Nov 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Nov 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Nov 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jul 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jul 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jul 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jul 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jun 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jun 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jun 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jun 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jun 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| May 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| May 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Apr 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Mar 2020 | $25.8B | $18.2B | $7.7B | 2,218 | 3,150 |
| Jan 2020 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Jan 2020 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Dec 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Dec 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Oct 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Oct 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Sep 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Sep 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Sep 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Aug 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Aug 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Jun 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Jun 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| May 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Apr 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Apr 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Apr 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Mar 2019 | $18.1B | $13.4B | $4.7B | 1,767 | 1,947 |
| Jan 2019 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Dec 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Dec 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Nov 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Aug 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Jul 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Jun 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Jun 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Jun 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| May 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| May 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| May 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Mar 2018 | $20.5B | $15B | $5.5B | 1,890 | 1,416 |
| Feb 2018 | $15.3B | $10.5B | $4.8B | 1,783 | 0 |
| Jan 2018 | $15.3B | $10.5B | $4.8B | 1,783 | 0 |
| Aug 2017 | $15.3B | $10.5B | $4.8B | 1,783 | 68,200 |
| Aug 2017 | $15.3B | $10.5B | $4.8B | 1,783 | 68,200 |
| Jun 2017 | $15.3B | $10.5B | $4.8B | 1,783 | 68,200 |
| Jun 2017 | $15.3B | $10.5B | $4.8B | 1,783 | 68,200 |
| Apr 2017 | $15.3B | $10.5B | $4.8B | 1,783 | 68,200 |
| Mar 2017 | $15.3B | $10.5B | $4.8B | 1,783 | 68,200 |
| Mar 2017 | $15.3B | $10.5B | $4.8B | 1,783 | 68,200 |
| Mar 2017 | $16.8B | $10.1B | $6.7B | 1,827 | 70,100 |
| Mar 2017 | $16.8B | $10.1B | $6.7B | 1,827 | 70,100 |
| Nov 2016 | $16.8B | $10.1B | $6.7B | 1,827 | 70,100 |
| Jun 2016 | $16.8B | $10.1B | $6.7B | 1,827 | 70,100 |
| Mar 2016 | $16.8B | $10.1B | $6.7B | 1,827 | 70,100 |
| Feb 2016 | $19B | $10.8B | $8.2B | 2,328 | 72,000 |
| Dec 2015 | $19B | $10.8B | $8.2B | 2,328 | 72,000 |
| Nov 2015 | $19B | $10.8B | $8.2B | 2,328 | 72,000 |
| Aug 2015 | $19B | $10.8B | $8.2B | 2,328 | 72,000 |
| Jun 2015 | $19B | $10.8B | $8.2B | 2,328 | 72,000 |
| Mar 2015 | $19B | $10.8B | $8.2B | 2,328 | 72,000 |
| Jan 2015 | $17.1B | $9.7B | $7.3B | 3,100 | 49,938 |
| Oct 2014 | $17.1B | $9.7B | $7.3B | 3,100 | 49,938 |
| Oct 2014 | $17.1B | $9.7B | $7.3B | 3,100 | 49,938 |
| Oct 2014 | $17.1B | $9.7B | $7.3B | 3,100 | 49,938 |
| May 2014 | $17.1B | $9.7B | $7.3B | 3,100 | 49,938 |
| Apr 2014 | $17.1B | $9.7B | $7.3B | 3,100 | 49,938 |
| Mar 2014 | $17.1B | $9.7B | $7.3B | 3,100 | 49,938 |
| Feb 2014 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Dec 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Nov 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Nov 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Oct 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Sep 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Aug 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Aug 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Aug 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Jul 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Jul 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Jun 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| May 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Apr 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Apr 2013 | $13.3B | $7.3B | $6.1B | 1,305 | 46,700 |
| Mar 2013 | $10.3B | $4.9B | $5.4B | 1,398 | 18,000 |
| Mar 2013 | $10.3B | $4.9B | $5.4B | 1,398 | 18,000 |
| Feb 2013 | $10.3B | $4.9B | $5.4B | 1,398 | 18,000 |
| Feb 2013 | $10.3B | $4.9B | $5.4B | 1,398 | 18,000 |
| Jan 2013 | $10.3B | $4.9B | $5.4B | 1,398 | 18,000 |
| Jan 2013 | $10.3B | $4.9B | $5.4B | 1,398 | 18,000 |
| Nov 2012 | $10.3B | $4.9B | $5.4B | 1,398 | 18,000 |
| Nov 2012 | $10.3B | $4.9B | $5.4B | 1,398 | 18,000 |
| Oct 2012 | $10.3B | $4.9B | $5.4B | -- | 18,000 |
| Jul 2012 | $10.3B | $4.9B | $5.4B | -- | 18,000 |
| May 2012 | $10.3B | $4.9B | $5.4B | -- | 18,000 |
| Apr 2012 | $10.3B | $4.9B | $5.4B | -- | 18,000 |
| Apr 2012 | $10.3B | $4.9B | $5.4B | -- | 18,000 |
| Apr 2012 | $10.3B | $4.9B | $5.4B | -- | 18,000 |
| Apr 2012 | $10.3B | $4.9B | $5.4B | -- | 18,000 |
| Mar 2012 | $10.3B | $4.9B | $5.4B | -- | 18,000 |
| Mar 2012 | $10.3B | $4.9B | $5.4B | -- | 18,000 |
| Mar 2011 | $10B | $3.5B | $6.5B | -- | -- |
| Feb 2011 | $9.6B | $2.9B | $6.7B | -- | -- |
| Dec 2010 | $9.6B | $2.9B | $6.7B | -- | -- |
| Aug 2010 | $9.6B | $2.9B | $6.7B | -- | -- |
| Mar 2010 | $7.3B | $1.8B | $5.5B | -- | -- |
| Oct 2009 | $7.3B | $1.8B | $5.5B | -- | -- |
| Jun 2009 | $7.3B | $1.8B | $5.5B | -- | -- |
| May 2009 | $7.3B | $1.8B | $5.5B | -- | -- |
| Apr 2009 | $7.3B | $1.8B | $5.5B | -- | -- |
| Mar 2009 | $7.3B | $1.8B | $5.5B | -- | -- |
| Dec 2007 | $8.8B | $1.5B | $7.3B | -- | -- |
| Oct 2007 | $8.8B | $1.5B | $7.3B | -- | -- |
| Oct 2007 | $8.8B | $1.5B | $7.3B | -- | -- |
| Apr 2007 | $8.8B | $1.5B | $7.3B | -- | -- |
| Apr 2007 | $8.8B | $1.5B | $7.3B | -- | -- |
| Mar 2007 | $8.8B | $1.5B | $7.3B | -- | -- |
| Dec 2006 | $6.4B | $731.7M | $5.7B | -- | -- |
| Nov 2005 | $5B | $639M | $4.3B | -- | -- |
| Oct 2005 | $5B | $639M | $4.3B | -- | -- |
| Sep 2005 | $5B | $639M | $4.3B | -- | -- |
| May 2005 | $5B | $639M | $4.3B | -- | -- |
| Feb 2005 | $4.1B | $380.4M | $3.7B | -- | -- |
| Jan 2005 | $4.1B | $380.4M | $3.7B | -- | -- |
| Dec 2004 | $4.1B | $380.4M | $3.7B | -- | -- |
| Aug 2004 | $4.1B | $380.4M | $3.7B | -- | -- |
| Jul 2004 | $4.1B | $380.4M | $3.7B | -- | -- |
| Jul 2004 | $4.1B | $380.4M | $3.7B | -- | -- |
| May 2004 | $4.1B | $380.4M | $3.7B | -- | -- |
| Apr 2004 | $4.1B | $380.4M | $3.7B | -- | -- |
| Mar 2004 | $4.1B | $380.4M | $3.7B | -- | -- |
| Jan 2004 | $2.7B | $204.3M | $2.5B | -- | -- |
| Jan 2004 | $2.7B | $204.3M | $2.5B | -- | -- |
| Jan 2004 | $2.7B | $204.3M | $2.5B | -- | -- |
| Dec 2003 | $2.7B | $204.3M | $2.5B | -- | -- |
| May 2002 | $2.8B | $143.7M | $2.7B | -- | -- |
| May 2002 | $2.8B | $143.7M | $2.7B | -- | -- |
| Mar 2002 | $2.8B | $143.7M | $2.7B | -- | -- |
| Oct 2001 | $2.7B | $104.5M | $2.6B | -- | -- |
| Sep 2001 | $2.7B | $104.5M | $2.6B | -- | -- |
| Sep 2001 | $2.7B | $104.5M | $2.6B | -- | -- |
| Sep 2001 | $2.7B | $104.5M | $2.6B | -- | -- |
| Aug 2001 | $2.7B | $104.5M | $2.6B | -- | -- |
| Aug 2001 | $2.7B | $104.5M | $2.6B | -- | -- |
| Jun 2001 | $2.7B | $104.5M | $2.6B | -- | -- |
DateJun 2023
Total AUM$46.7B
Discretionary$38B
Non-Disc.$8.7B
Employees2,881
Clients4,427
DateJun 2023
Total AUM$46.7B
Discretionary$38B
Non-Disc.$8.7B
Employees2,881
Clients4,427
DateMay 2023
Total AUM$46.7B
Discretionary$38B
Non-Disc.$8.7B
Employees2,881
Clients4,427
DateApr 2023
Total AUM$46.7B
Discretionary$38B
Non-Disc.$8.7B
Employees2,881
Clients4,427
DateMar 2023
Total AUM$46.7B
Discretionary$38B
Non-Disc.$8.7B
Employees2,881
Clients4,427
DateMar 2023
Total AUM$50.3B
Discretionary$37.9B
Non-Disc.$12.4B
Employees2,867
Clients4,143
DateJan 2023
Total AUM$50.3B
Discretionary$37.9B
Non-Disc.$12.4B
Employees2,867
Clients4,143
DateJan 2023
Total AUM$50.3B
Discretionary$37.9B
Non-Disc.$12.4B
Employees2,867
Clients4,143
DateNov 2022
Total AUM$50.3B
Discretionary$37.9B
Non-Disc.$12.4B
Employees2,867
Clients4,143
DateNov 2022
Total AUM$50.3B
Discretionary$37.9B
Non-Disc.$12.4B
Employees2,867
Clients4,143
DateSep 2022
Total AUM$50.3B
Discretionary$37.9B
Non-Disc.$12.4B
Employees2,867
Clients4,143
DateJun 2022
Total AUM$50.3B
Discretionary$37.9B
Non-Disc.$12.4B
Employees2,867
Clients4,143
DateJun 2022
Total AUM$50.3B
Discretionary$37.9B
Non-Disc.$12.4B
Employees2,867
Clients4,143
DateMar 2022
Total AUM$50.3B
Discretionary$37.9B
Non-Disc.$12.4B
Employees2,867
Clients4,143
DateFeb 2022
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateFeb 2022
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateJan 2022
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateNov 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateNov 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateOct 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateOct 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateSep 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateSep 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateAug 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateJul 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateJul 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateJul 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateJun 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateJun 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateMay 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateMay 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateMay 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateApr 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateMar 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateMar 2021
Total AUM$25.8B
Discretionary$19.9B
Non-Disc.$5.9B
Employees2,151
Clients2,966
DateJan 2021
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateDec 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateDec 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateDec 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateNov 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateNov 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateNov 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJul 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJul 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJul 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJul 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJun 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJun 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJun 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJun 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJun 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateMay 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateMay 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateApr 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateMar 2020
Total AUM$25.8B
Discretionary$18.2B
Non-Disc.$7.7B
Employees2,218
Clients3,150
DateJan 2020
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateJan 2020
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateDec 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateDec 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateOct 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateOct 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateSep 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateSep 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateSep 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateAug 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateAug 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateJun 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateJun 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateMay 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateApr 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateApr 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateApr 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateMar 2019
Total AUM$18.1B
Discretionary$13.4B
Non-Disc.$4.7B
Employees1,767
Clients1,947
DateJan 2019
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateDec 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateDec 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateNov 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateAug 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateJul 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateJun 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateJun 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateJun 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateMay 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateMay 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateMay 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateMar 2018
Total AUM$20.5B
Discretionary$15B
Non-Disc.$5.5B
Employees1,890
Clients1,416
DateFeb 2018
Total AUM$15.3B
Discretionary$10.5B
Non-Disc.$4.8B
Employees1,783
Clients0
DateJan 2018
Total AUM$15.3B
Discretionary$10.5B
Non-Disc.$4.8B
Employees1,783
Clients0
DateAug 2017
Total AUM$15.3B
Discretionary$10.5B
Non-Disc.$4.8B
Employees1,783
Clients68,200
DateAug 2017
Total AUM$15.3B
Discretionary$10.5B
Non-Disc.$4.8B
Employees1,783
Clients68,200
DateJun 2017
Total AUM$15.3B
Discretionary$10.5B
Non-Disc.$4.8B
Employees1,783
Clients68,200
DateJun 2017
Total AUM$15.3B
Discretionary$10.5B
Non-Disc.$4.8B
Employees1,783
Clients68,200
DateApr 2017
Total AUM$15.3B
Discretionary$10.5B
Non-Disc.$4.8B
Employees1,783
Clients68,200
DateMar 2017
Total AUM$15.3B
Discretionary$10.5B
Non-Disc.$4.8B
Employees1,783
Clients68,200
DateMar 2017
Total AUM$15.3B
Discretionary$10.5B
Non-Disc.$4.8B
Employees1,783
Clients68,200
DateMar 2017
Total AUM$16.8B
Discretionary$10.1B
Non-Disc.$6.7B
Employees1,827
Clients70,100
DateMar 2017
Total AUM$16.8B
Discretionary$10.1B
Non-Disc.$6.7B
Employees1,827
Clients70,100
DateNov 2016
Total AUM$16.8B
Discretionary$10.1B
Non-Disc.$6.7B
Employees1,827
Clients70,100
DateJun 2016
Total AUM$16.8B
Discretionary$10.1B
Non-Disc.$6.7B
Employees1,827
Clients70,100
DateMar 2016
Total AUM$16.8B
Discretionary$10.1B
Non-Disc.$6.7B
Employees1,827
Clients70,100
DateFeb 2016
Total AUM$19B
Discretionary$10.8B
Non-Disc.$8.2B
Employees2,328
Clients72,000
DateDec 2015
Total AUM$19B
Discretionary$10.8B
Non-Disc.$8.2B
Employees2,328
Clients72,000
DateNov 2015
Total AUM$19B
Discretionary$10.8B
Non-Disc.$8.2B
Employees2,328
Clients72,000
DateAug 2015
Total AUM$19B
Discretionary$10.8B
Non-Disc.$8.2B
Employees2,328
Clients72,000
DateJun 2015
Total AUM$19B
Discretionary$10.8B
Non-Disc.$8.2B
Employees2,328
Clients72,000
DateMar 2015
Total AUM$19B
Discretionary$10.8B
Non-Disc.$8.2B
Employees2,328
Clients72,000
DateJan 2015
Total AUM$17.1B
Discretionary$9.7B
Non-Disc.$7.3B
Employees3,100
Clients49,938
DateOct 2014
Total AUM$17.1B
Discretionary$9.7B
Non-Disc.$7.3B
Employees3,100
Clients49,938
DateOct 2014
Total AUM$17.1B
Discretionary$9.7B
Non-Disc.$7.3B
Employees3,100
Clients49,938
DateOct 2014
Total AUM$17.1B
Discretionary$9.7B
Non-Disc.$7.3B
Employees3,100
Clients49,938
DateMay 2014
Total AUM$17.1B
Discretionary$9.7B
Non-Disc.$7.3B
Employees3,100
Clients49,938
DateApr 2014
Total AUM$17.1B
Discretionary$9.7B
Non-Disc.$7.3B
Employees3,100
Clients49,938
DateMar 2014
Total AUM$17.1B
Discretionary$9.7B
Non-Disc.$7.3B
Employees3,100
Clients49,938
DateFeb 2014
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateDec 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateNov 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateNov 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateOct 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateSep 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateAug 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateAug 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateAug 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateJul 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateJul 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateJun 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateMay 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateApr 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateApr 2013
Total AUM$13.3B
Discretionary$7.3B
Non-Disc.$6.1B
Employees1,305
Clients46,700
DateMar 2013
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees1,398
Clients18,000
DateMar 2013
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees1,398
Clients18,000
DateFeb 2013
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees1,398
Clients18,000
DateFeb 2013
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees1,398
Clients18,000
DateJan 2013
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees1,398
Clients18,000
DateJan 2013
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees1,398
Clients18,000
DateNov 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees1,398
Clients18,000
DateNov 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees1,398
Clients18,000
DateOct 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees--
Clients18,000
DateJul 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees--
Clients18,000
DateMay 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees--
Clients18,000
DateApr 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees--
Clients18,000
DateApr 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees--
Clients18,000
DateApr 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees--
Clients18,000
DateApr 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees--
Clients18,000
DateMar 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees--
Clients18,000
DateMar 2012
Total AUM$10.3B
Discretionary$4.9B
Non-Disc.$5.4B
Employees--
Clients18,000
DateMar 2011
Total AUM$10B
Discretionary$3.5B
Non-Disc.$6.5B
Employees--
Clients--
DateFeb 2011
Total AUM$9.6B
Discretionary$2.9B
Non-Disc.$6.7B
Employees--
Clients--
DateDec 2010
Total AUM$9.6B
Discretionary$2.9B
Non-Disc.$6.7B
Employees--
Clients--
DateAug 2010
Total AUM$9.6B
Discretionary$2.9B
Non-Disc.$6.7B
Employees--
Clients--
DateMar 2010
Total AUM$7.3B
Discretionary$1.8B
Non-Disc.$5.5B
Employees--
Clients--
DateOct 2009
Total AUM$7.3B
Discretionary$1.8B
Non-Disc.$5.5B
Employees--
Clients--
DateJun 2009
Total AUM$7.3B
Discretionary$1.8B
Non-Disc.$5.5B
Employees--
Clients--
DateMay 2009
Total AUM$7.3B
Discretionary$1.8B
Non-Disc.$5.5B
Employees--
Clients--
DateApr 2009
Total AUM$7.3B
Discretionary$1.8B
Non-Disc.$5.5B
Employees--
Clients--
DateMar 2009
Total AUM$7.3B
Discretionary$1.8B
Non-Disc.$5.5B
Employees--
Clients--
DateDec 2007
Total AUM$8.8B
Discretionary$1.5B
Non-Disc.$7.3B
Employees--
Clients--
DateOct 2007
Total AUM$8.8B
Discretionary$1.5B
Non-Disc.$7.3B
Employees--
Clients--
DateOct 2007
Total AUM$8.8B
Discretionary$1.5B
Non-Disc.$7.3B
Employees--
Clients--
DateApr 2007
Total AUM$8.8B
Discretionary$1.5B
Non-Disc.$7.3B
Employees--
Clients--
DateApr 2007
Total AUM$8.8B
Discretionary$1.5B
Non-Disc.$7.3B
Employees--
Clients--
DateMar 2007
Total AUM$8.8B
Discretionary$1.5B
Non-Disc.$7.3B
Employees--
Clients--
DateDec 2006
Total AUM$6.4B
Discretionary$731.7M
Non-Disc.$5.7B
Employees--
Clients--
DateNov 2005
Total AUM$5B
Discretionary$639M
Non-Disc.$4.3B
Employees--
Clients--
DateOct 2005
Total AUM$5B
Discretionary$639M
Non-Disc.$4.3B
Employees--
Clients--
DateSep 2005
Total AUM$5B
Discretionary$639M
Non-Disc.$4.3B
Employees--
Clients--
DateMay 2005
Total AUM$5B
Discretionary$639M
Non-Disc.$4.3B
Employees--
Clients--
DateFeb 2005
Total AUM$4.1B
Discretionary$380.4M
Non-Disc.$3.7B
Employees--
Clients--
DateJan 2005
Total AUM$4.1B
Discretionary$380.4M
Non-Disc.$3.7B
Employees--
Clients--
DateDec 2004
Total AUM$4.1B
Discretionary$380.4M
Non-Disc.$3.7B
Employees--
Clients--
DateAug 2004
Total AUM$4.1B
Discretionary$380.4M
Non-Disc.$3.7B
Employees--
Clients--
DateJul 2004
Total AUM$4.1B
Discretionary$380.4M
Non-Disc.$3.7B
Employees--
Clients--
DateJul 2004
Total AUM$4.1B
Discretionary$380.4M
Non-Disc.$3.7B
Employees--
Clients--
DateMay 2004
Total AUM$4.1B
Discretionary$380.4M
Non-Disc.$3.7B
Employees--
Clients--
DateApr 2004
Total AUM$4.1B
Discretionary$380.4M
Non-Disc.$3.7B
Employees--
Clients--
DateMar 2004
Total AUM$4.1B
Discretionary$380.4M
Non-Disc.$3.7B
Employees--
Clients--
DateJan 2004
Total AUM$2.7B
Discretionary$204.3M
Non-Disc.$2.5B
Employees--
Clients--
DateJan 2004
Total AUM$2.7B
Discretionary$204.3M
Non-Disc.$2.5B
Employees--
Clients--
DateJan 2004
Total AUM$2.7B
Discretionary$204.3M
Non-Disc.$2.5B
Employees--
Clients--
DateDec 2003
Total AUM$2.7B
Discretionary$204.3M
Non-Disc.$2.5B
Employees--
Clients--
DateMay 2002
Total AUM$2.8B
Discretionary$143.7M
Non-Disc.$2.7B
Employees--
Clients--
DateMay 2002
Total AUM$2.8B
Discretionary$143.7M
Non-Disc.$2.7B
Employees--
Clients--
DateMar 2002
Total AUM$2.8B
Discretionary$143.7M
Non-Disc.$2.7B
Employees--
Clients--
DateOct 2001
Total AUM$2.7B
Discretionary$104.5M
Non-Disc.$2.6B
Employees--
Clients--
DateSep 2001
Total AUM$2.7B
Discretionary$104.5M
Non-Disc.$2.6B
Employees--
Clients--
DateSep 2001
Total AUM$2.7B
Discretionary$104.5M
Non-Disc.$2.6B
Employees--
Clients--
DateSep 2001
Total AUM$2.7B
Discretionary$104.5M
Non-Disc.$2.6B
Employees--
Clients--
DateAug 2001
Total AUM$2.7B
Discretionary$104.5M
Non-Disc.$2.6B
Employees--
Clients--
DateAug 2001
Total AUM$2.7B
Discretionary$104.5M
Non-Disc.$2.6B
Employees--
Clients--
DateJun 2001
Total AUM$2.7B
Discretionary$104.5M
Non-Disc.$2.6B
Employees--
Clients--