PERSONAL CAPITAL ADVISORS CORPORATION
CRD #155172 SEC #801-72613 GREENWOOD VILLAGE, CO 855-855-8005
SEC Registered
Total AUM
$23.1B
Discretionary
$23.1B
Employees
367
Clients
--
Accounts
104,861
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $23.1B | $23.1B | $0 | 367 | 0 |
| Feb 2023 | $23.1B | $23.1B | $0 | 367 | 0 |
| Jun 2022 | $22.9B | $22.9B | $0 | 366 | 0 |
| Mar 2022 | $22.9B | $22.9B | $0 | 366 | 0 |
| Sep 2021 | $16.2B | $16.2B | $0 | 289 | 0 |
| Aug 2021 | $16.2B | $16.2B | $0 | 289 | 0 |
| Mar 2021 | $16.2B | $16.2B | $0 | 289 | 0 |
| Oct 2020 | $12.2B | $12.2B | $0 | 247 | 0 |
| Sep 2020 | $12.2B | $12.2B | $0 | 247 | 0 |
| Jun 2020 | $12.2B | $12.2B | $0 | 247 | 0 |
| Apr 2020 | $12.2B | $12.2B | $0 | 247 | 0 |
| Mar 2020 | $12.2B | $12.2B | $0 | 247 | 0 |
| Jun 2019 | $8.6B | $8.6B | $0 | 236 | 0 |
| Apr 2019 | $8.6B | $8.6B | $0 | 236 | 0 |
| Feb 2019 | $8.6B | $8.6B | $0 | 236 | 0 |
| Sep 2018 | $7.9B | $7.9B | $0 | 222 | 0 |
| Jul 2018 | $6.5B | $6.5B | $0 | 213 | 0 |
| Apr 2018 | $6.5B | $6.5B | $0 | 213 | 0 |
| Feb 2018 | $6.5B | $6.5B | $0 | 213 | 15,000 |
| Feb 2018 | $6.5B | $6.5B | $0 | 213 | 15,000 |
| May 2017 | $4.3B | $4.3B | $0 | 152 | 11,300 |
| Mar 2017 | $4B | $4B | $0 | 152 | 11,300 |
| Aug 2016 | $2.9B | $2.9B | $0 | 123 | 8,600 |
| Mar 2016 | $2.1B | $2.1B | $0 | 122 | 7,100 |
| Jul 2015 | $1.5B | $1.5B | $0 | 140 | 5,028 |
| Jul 2015 | $1.5B | $1.5B | $0 | 93 | 5,028 |
| Mar 2015 | $1.2B | $1.2B | $0 | 93 | 3,500 |
| Jan 2015 | $1B | $1B | $0 | 93 | 3,500 |
| Oct 2014 | $861.8M | $861.8M | $0 | 50 | 2,500 |
| Sep 2014 | $764.3M | $764.3M | $0 | 50 | 2,500 |
| May 2014 | $551.6M | $551.6M | $0 | 50 | 1,100 |
| Jan 2014 | $324.4M | $324.4M | $0 | 50 | 1,100 |
| Nov 2013 | $197.2M | $197.2M | $0 | 33 | 700 |
| Oct 2013 | $197.2M | $197.2M | $0 | 33 | 700 |
| Sep 2013 | $197.2M | $197.2M | $0 | 33 | 700 |
| Apr 2013 | $67M | $67M | $0 | 19 | 300 |
| May 2012 | $10.8M | $10.8M | $0 | 6 | 6,500 |
| Mar 2012 | $10.8M | $10.8M | $0 | 6 | 6,500 |
| Dec 2011 | $298K | $298K | $0 | 6 | 0 |
| Aug 2011 | $298K | $298K | $0 | 10 | -- |
| Aug 2011 | $298K | $298K | $0 | 10 | -- |
| Jul 2011 | $298K | $298K | $0 | 10 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2023
Total AUM$23.1B
Discretionary$23.1B
Non-Disc.$0
Employees367
Clients0
DateFeb 2023
Total AUM$23.1B
Discretionary$23.1B
Non-Disc.$0
Employees367
Clients0
DateJun 2022
Total AUM$22.9B
Discretionary$22.9B
Non-Disc.$0
Employees366
Clients0
DateMar 2022
Total AUM$22.9B
Discretionary$22.9B
Non-Disc.$0
Employees366
Clients0
DateSep 2021
Total AUM$16.2B
Discretionary$16.2B
Non-Disc.$0
Employees289
Clients0
DateAug 2021
Total AUM$16.2B
Discretionary$16.2B
Non-Disc.$0
Employees289
Clients0
DateMar 2021
Total AUM$16.2B
Discretionary$16.2B
Non-Disc.$0
Employees289
Clients0
DateOct 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees247
Clients0
DateSep 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees247
Clients0
DateJun 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees247
Clients0
DateApr 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees247
Clients0
DateMar 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees247
Clients0
DateJun 2019
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees236
Clients0
DateApr 2019
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees236
Clients0
DateFeb 2019
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees236
Clients0
DateSep 2018
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees222
Clients0
DateJul 2018
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees213
Clients0
DateApr 2018
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees213
Clients0
DateFeb 2018
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees213
Clients15,000
DateFeb 2018
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees213
Clients15,000
DateMay 2017
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees152
Clients11,300
DateMar 2017
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees152
Clients11,300
DateAug 2016
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees123
Clients8,600
DateMar 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees122
Clients7,100
DateJul 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees140
Clients5,028
DateJul 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees93
Clients5,028
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees93
Clients3,500
DateJan 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees93
Clients3,500
DateOct 2014
Total AUM$861.8M
Discretionary$861.8M
Non-Disc.$0
Employees50
Clients2,500
DateSep 2014
Total AUM$764.3M
Discretionary$764.3M
Non-Disc.$0
Employees50
Clients2,500
DateMay 2014
Total AUM$551.6M
Discretionary$551.6M
Non-Disc.$0
Employees50
Clients1,100
DateJan 2014
Total AUM$324.4M
Discretionary$324.4M
Non-Disc.$0
Employees50
Clients1,100
DateNov 2013
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees33
Clients700
DateOct 2013
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees33
Clients700
DateSep 2013
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees33
Clients700
DateApr 2013
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees19
Clients300
DateMay 2012
Total AUM$10.8M
Discretionary$10.8M
Non-Disc.$0
Employees6
Clients6,500
DateMar 2012
Total AUM$10.8M
Discretionary$10.8M
Non-Disc.$0
Employees6
Clients6,500
DateDec 2011
Total AUM$298K
Discretionary$298K
Non-Disc.$0
Employees6
Clients0
DateAug 2011
Total AUM$298K
Discretionary$298K
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$298K
Discretionary$298K
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$298K
Discretionary$298K
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--