MERCER GLOBAL ADVISORS INC.
CRD #147363 SEC #801-69271 DENVER, CO (888) 885-8101
SEC Registered
Total AUM
$60.3B
Discretionary
$57.7B
Employees
1,166
Clients
--
Accounts
99,044
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Dec 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Oct 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Sep 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Aug 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Aug 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Jul 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Apr 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Mar 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Mar 2025 | $60.3B | $57.7B | $2.5B | 1,166 | 0 |
| Feb 2025 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Dec 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Dec 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Sep 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Jul 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Jul 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Jul 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Jul 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Jun 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| May 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| May 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Apr 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Apr 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Mar 2024 | $45.4B | $44.4B | $901.2M | 1,020 | 0 |
| Feb 2024 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Oct 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Oct 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Oct 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Sep 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Jul 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Jul 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| May 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| May 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Apr 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Apr 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Apr 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Apr 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Mar 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Mar 2023 | $35.1B | $34.9B | $242.4M | 900 | 0 |
| Mar 2023 | $34B | $32.9B | $1.1B | 625 | 0 |
| Jan 2023 | $34B | $32.9B | $1.1B | 625 | 0 |
| Jan 2023 | $34B | $32.9B | $1.1B | 625 | 0 |
| Apr 2022 | $34B | $32.9B | $1.1B | 625 | 0 |
| Apr 2022 | $34B | $32.9B | $1.1B | 625 | 0 |
| Mar 2022 | $34B | $32.9B | $1.1B | 625 | 0 |
| Oct 2021 | $19.9B | $19.1B | $767.9M | 453 | 0 |
| Oct 2021 | $19.9B | $19.1B | $767.9M | 454 | 0 |
| Sep 2021 | $19.9B | $19.1B | $767.9M | 454 | 0 |
| Sep 2021 | $19.9B | $19.1B | $767.9M | 457 | 0 |
| Aug 2021 | $19.9B | $19.1B | $767.9M | 457 | 0 |
| Jul 2021 | $19.9B | $19.1B | $767.9M | 457 | 0 |
| May 2021 | $19.9B | $19.1B | $767.9M | 457 | 0 |
| Apr 2021 | $19.9B | $19.1B | $767.9M | 457 | 0 |
| Mar 2021 | $19.9B | $19.1B | $767.9M | 457 | 0 |
| Mar 2021 | $18.8B | $18.1B | $742.8M | 403 | 0 |
| Feb 2021 | $18.8B | $18.1B | $742.8M | 403 | 0 |
| Feb 2021 | $18.8B | $18.1B | $742.8M | 403 | 0 |
| Feb 2021 | $18.8B | $18.1B | $742.8M | 403 | 0 |
| Feb 2021 | $18.8B | $18.1B | $742.8M | 403 | 0 |
| Jan 2021 | $18.8B | $18.1B | $742.8M | 403 | 0 |
| Jan 2021 | $18.8B | $18.1B | $742.8M | 403 | 0 |
| Jan 2021 | $15.8B | $15.3B | $570M | 403 | 0 |
| Dec 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| Nov 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| Sep 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| Sep 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| Aug 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| Jul 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| Jul 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| Jun 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| Jun 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| May 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| May 2020 | $15.8B | $15.3B | $570M | 403 | 0 |
| Apr 2020 | $15.8B | $15.3B | $513.6M | 403 | 0 |
| Mar 2020 | $15.8B | $15.3B | $513.6M | 403 | 0 |
| Feb 2020 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| Nov 2019 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| Oct 2019 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| Sep 2019 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| Sep 2019 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| Jun 2019 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| Jun 2019 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| Jun 2019 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| May 2019 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| Mar 2019 | $10.7B | $10.3B | $363.7M | 342 | 0 |
| Jan 2019 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Jan 2019 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Dec 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Nov 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Oct 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Oct 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Sep 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Sep 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Sep 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Aug 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Jul 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Jun 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| May 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Apr 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Apr 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Mar 2018 | $11.1B | $10.7B | $397.2M | 238 | 7,147 |
| Mar 2018 | $10.1B | $9.6B | $484M | 150 | 7,000 |
| Feb 2018 | $10.1B | $9.6B | $484M | 150 | 7,000 |
| Feb 2018 | $10.1B | $9.6B | $484M | 150 | 7,000 |
| Oct 2017 | $10.1B | $9.6B | $484M | 150 | 7,000 |
| Aug 2017 | $10.1B | $9.6B | $484M | 150 | 6,900 |
| Jul 2017 | $10.1B | $9.6B | $484M | 150 | 6,900 |
| Feb 2017 | $7.1B | $6.9B | $287.6M | 122 | 5,800 |
| Nov 2016 | $6.9B | $6.6B | $282.3M | 120 | 5,500 |
| Sep 2016 | $6.9B | $6.6B | $282.3M | 120 | 5,500 |
| Apr 2016 | $6.1B | $5.9B | $166.8M | 143 | 5,200 |
| Mar 2016 | $6.1B | $5.9B | $166.8M | 143 | 5,200 |
| Nov 2015 | $6.2B | $6B | $174M | 134 | 4,700 |
| Aug 2015 | $6.2B | $6B | $174M | 119 | 4,700 |
| Jun 2015 | $6.2B | $6B | $167.2M | 107 | 4,600 |
| Mar 2015 | $6.1B | $6B | $164.7M | 105 | 4,500 |
| Oct 2014 | $5.8B | $5.6B | $135.8M | 105 | 4,300 |
| Oct 2014 | $5.8B | $5.6B | $135.8M | 105 | 4,300 |
| Aug 2014 | $5.8B | $5.6B | $133.9M | 105 | 4,300 |
| Jul 2014 | $5.8B | $5.6B | $133.9M | 101 | 4,300 |
| Apr 2014 | $5.5B | $5.4B | $126.1M | 95 | 4,200 |
| Feb 2014 | $5.3B | $5.2B | $111.9M | 83 | 4,100 |
| Jan 2014 | $5.3B | $5.2B | $111.9M | 83 | 4,100 |
| Sep 2013 | $4.9B | $4.8B | $109.5M | 83 | 3,900 |
| Aug 2013 | $4.7B | $4.6B | $98.9M | 83 | 3,900 |
| Jul 2013 | $4.7B | $4.6B | $98.9M | 83 | 3,900 |
| May 2013 | $4.7B | $4.6B | $98.9M | 83 | 3,900 |
| Apr 2013 | $4.3B | $4.2B | $98.4M | 83 | 3,800 |
| Apr 2013 | $4.3B | $4.2B | $98.4M | 83 | 3,800 |
| Mar 2013 | $4.3B | $4.2B | $98.4M | 83 | 3,800 |
| Jan 2013 | $3.9B | $3.8B | $84.4M | 88 | 3,500 |
| Jan 2013 | $3.9B | $3.8B | $84.4M | 88 | 3,500 |
| Jan 2013 | $3.9B | $3.8B | $84.4M | 88 | 3,500 |
| Oct 2012 | $3.9B | $3.8B | $84.4M | 51 | 3,500 |
| Jun 2012 | $3.9B | $3.8B | $84.4M | 51 | 3,500 |
| Apr 2012 | $3.9B | $3.8B | $84.4M | 51 | 3,500 |
| Mar 2012 | $3.9B | $3.8B | $84.4M | 51 | 3,500 |
| Mar 2011 | $3.8B | $3.8B | $0 | 51 | -- |
| Jul 2010 | $3.2B | $3.2B | $0 | 51 | -- |
| Jul 2010 | $3.2B | $3.2B | $0 | 51 | -- |
DateDec 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateDec 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateOct 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateSep 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateAug 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateAug 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateJul 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateApr 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateMar 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateMar 2025
Total AUM$60.3B
Discretionary$57.7B
Non-Disc.$2.5B
Employees1,166
Clients0
DateFeb 2025
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateDec 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateDec 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateSep 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateJul 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateJul 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateJul 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateJul 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateJun 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateMay 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateMay 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateApr 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateApr 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateMar 2024
Total AUM$45.4B
Discretionary$44.4B
Non-Disc.$901.2M
Employees1,020
Clients0
DateFeb 2024
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateOct 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateOct 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateOct 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateSep 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateJul 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateJul 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateMay 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateMay 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateApr 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateApr 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateApr 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateApr 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateMar 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateMar 2023
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$242.4M
Employees900
Clients0
DateMar 2023
Total AUM$34B
Discretionary$32.9B
Non-Disc.$1.1B
Employees625
Clients0
DateJan 2023
Total AUM$34B
Discretionary$32.9B
Non-Disc.$1.1B
Employees625
Clients0
DateJan 2023
Total AUM$34B
Discretionary$32.9B
Non-Disc.$1.1B
Employees625
Clients0
DateApr 2022
Total AUM$34B
Discretionary$32.9B
Non-Disc.$1.1B
Employees625
Clients0
DateApr 2022
Total AUM$34B
Discretionary$32.9B
Non-Disc.$1.1B
Employees625
Clients0
DateMar 2022
Total AUM$34B
Discretionary$32.9B
Non-Disc.$1.1B
Employees625
Clients0
DateOct 2021
Total AUM$19.9B
Discretionary$19.1B
Non-Disc.$767.9M
Employees453
Clients0
DateOct 2021
Total AUM$19.9B
Discretionary$19.1B
Non-Disc.$767.9M
Employees454
Clients0
DateSep 2021
Total AUM$19.9B
Discretionary$19.1B
Non-Disc.$767.9M
Employees454
Clients0
DateSep 2021
Total AUM$19.9B
Discretionary$19.1B
Non-Disc.$767.9M
Employees457
Clients0
DateAug 2021
Total AUM$19.9B
Discretionary$19.1B
Non-Disc.$767.9M
Employees457
Clients0
DateJul 2021
Total AUM$19.9B
Discretionary$19.1B
Non-Disc.$767.9M
Employees457
Clients0
DateMay 2021
Total AUM$19.9B
Discretionary$19.1B
Non-Disc.$767.9M
Employees457
Clients0
DateApr 2021
Total AUM$19.9B
Discretionary$19.1B
Non-Disc.$767.9M
Employees457
Clients0
DateMar 2021
Total AUM$19.9B
Discretionary$19.1B
Non-Disc.$767.9M
Employees457
Clients0
DateMar 2021
Total AUM$18.8B
Discretionary$18.1B
Non-Disc.$742.8M
Employees403
Clients0
DateFeb 2021
Total AUM$18.8B
Discretionary$18.1B
Non-Disc.$742.8M
Employees403
Clients0
DateFeb 2021
Total AUM$18.8B
Discretionary$18.1B
Non-Disc.$742.8M
Employees403
Clients0
DateFeb 2021
Total AUM$18.8B
Discretionary$18.1B
Non-Disc.$742.8M
Employees403
Clients0
DateFeb 2021
Total AUM$18.8B
Discretionary$18.1B
Non-Disc.$742.8M
Employees403
Clients0
DateJan 2021
Total AUM$18.8B
Discretionary$18.1B
Non-Disc.$742.8M
Employees403
Clients0
DateJan 2021
Total AUM$18.8B
Discretionary$18.1B
Non-Disc.$742.8M
Employees403
Clients0
DateJan 2021
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateDec 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateNov 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateSep 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateSep 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateAug 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateJul 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateJul 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateJun 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateJun 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateMay 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateMay 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$570M
Employees403
Clients0
DateApr 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$513.6M
Employees403
Clients0
DateMar 2020
Total AUM$15.8B
Discretionary$15.3B
Non-Disc.$513.6M
Employees403
Clients0
DateFeb 2020
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateNov 2019
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateOct 2019
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateSep 2019
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateSep 2019
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateJun 2019
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateJun 2019
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateJun 2019
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateMay 2019
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateMar 2019
Total AUM$10.7B
Discretionary$10.3B
Non-Disc.$363.7M
Employees342
Clients0
DateJan 2019
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateJan 2019
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateDec 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateNov 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateOct 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateOct 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateSep 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateSep 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateSep 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateAug 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateJul 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateJun 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateMay 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateApr 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateApr 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateMar 2018
Total AUM$11.1B
Discretionary$10.7B
Non-Disc.$397.2M
Employees238
Clients7,147
DateMar 2018
Total AUM$10.1B
Discretionary$9.6B
Non-Disc.$484M
Employees150
Clients7,000
DateFeb 2018
Total AUM$10.1B
Discretionary$9.6B
Non-Disc.$484M
Employees150
Clients7,000
DateFeb 2018
Total AUM$10.1B
Discretionary$9.6B
Non-Disc.$484M
Employees150
Clients7,000
DateOct 2017
Total AUM$10.1B
Discretionary$9.6B
Non-Disc.$484M
Employees150
Clients7,000
DateAug 2017
Total AUM$10.1B
Discretionary$9.6B
Non-Disc.$484M
Employees150
Clients6,900
DateJul 2017
Total AUM$10.1B
Discretionary$9.6B
Non-Disc.$484M
Employees150
Clients6,900
DateFeb 2017
Total AUM$7.1B
Discretionary$6.9B
Non-Disc.$287.6M
Employees122
Clients5,800
DateNov 2016
Total AUM$6.9B
Discretionary$6.6B
Non-Disc.$282.3M
Employees120
Clients5,500
DateSep 2016
Total AUM$6.9B
Discretionary$6.6B
Non-Disc.$282.3M
Employees120
Clients5,500
DateApr 2016
Total AUM$6.1B
Discretionary$5.9B
Non-Disc.$166.8M
Employees143
Clients5,200
DateMar 2016
Total AUM$6.1B
Discretionary$5.9B
Non-Disc.$166.8M
Employees143
Clients5,200
DateNov 2015
Total AUM$6.2B
Discretionary$6B
Non-Disc.$174M
Employees134
Clients4,700
DateAug 2015
Total AUM$6.2B
Discretionary$6B
Non-Disc.$174M
Employees119
Clients4,700
DateJun 2015
Total AUM$6.2B
Discretionary$6B
Non-Disc.$167.2M
Employees107
Clients4,600
DateMar 2015
Total AUM$6.1B
Discretionary$6B
Non-Disc.$164.7M
Employees105
Clients4,500
DateOct 2014
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$135.8M
Employees105
Clients4,300
DateOct 2014
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$135.8M
Employees105
Clients4,300
DateAug 2014
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$133.9M
Employees105
Clients4,300
DateJul 2014
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$133.9M
Employees101
Clients4,300
DateApr 2014
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$126.1M
Employees95
Clients4,200
DateFeb 2014
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$111.9M
Employees83
Clients4,100
DateJan 2014
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$111.9M
Employees83
Clients4,100
DateSep 2013
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$109.5M
Employees83
Clients3,900
DateAug 2013
Total AUM$4.7B
Discretionary$4.6B
Non-Disc.$98.9M
Employees83
Clients3,900
DateJul 2013
Total AUM$4.7B
Discretionary$4.6B
Non-Disc.$98.9M
Employees83
Clients3,900
DateMay 2013
Total AUM$4.7B
Discretionary$4.6B
Non-Disc.$98.9M
Employees83
Clients3,900
DateApr 2013
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$98.4M
Employees83
Clients3,800
DateApr 2013
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$98.4M
Employees83
Clients3,800
DateMar 2013
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$98.4M
Employees83
Clients3,800
DateJan 2013
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$84.4M
Employees88
Clients3,500
DateJan 2013
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$84.4M
Employees88
Clients3,500
DateJan 2013
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$84.4M
Employees88
Clients3,500
DateOct 2012
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$84.4M
Employees51
Clients3,500
DateJun 2012
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$84.4M
Employees51
Clients3,500
DateApr 2012
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$84.4M
Employees51
Clients3,500
DateMar 2012
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$84.4M
Employees51
Clients3,500
DateMar 2011
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees51
Clients--
DateJul 2010
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees51
Clients--
DateJul 2010
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees51
Clients--