PRIVATE ADVISOR GROUP, LLC
CRD #155216 SEC #801-72060 MORRISTOWN, NJ 973-538-7010
SEC Registered Disclosures
Total AUM
$41.4B
Discretionary
$41.4B
Employees
746
Clients
--
Accounts
137,723
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $41.4B | $41.4B | $8.2M | 746 | 776 |
| Dec 2025 | $41.4B | $41.4B | $8.2M | 746 | 776 |
| Nov 2025 | $41.4B | $41.4B | $8.2M | 746 | 776 |
| Nov 2025 | $41.4B | $41.4B | $8.2M | 746 | 776 |
| Nov 2025 | $41.4B | $41.4B | $8.2M | 746 | 776 |
| Oct 2025 | $41.4B | $41.4B | $8.2M | 746 | 776 |
| Sep 2025 | $41.4B | $41.4B | $8.2M | 746 | 776 |
| Sep 2025 | $37.3B | $37.3B | $9.9M | 747 | 776 |
| Jul 2025 | $37.3B | $37.3B | $9.9M | 747 | 776 |
| Jun 2025 | $37.3B | $37.3B | $9.9M | 747 | 776 |
| Jun 2025 | $37.3B | $37.3B | $9.9M | 747 | 776 |
| Jun 2025 | $37.3B | $37.3B | $9.9M | 747 | 776 |
| Jun 2025 | $37.3B | $37.3B | $9.9M | 747 | 776 |
| May 2025 | $37.3B | $37.3B | $9.9M | 747 | 776 |
| May 2025 | $37.3B | $37.3B | $9.9M | 747 | 776 |
| Mar 2025 | $37.3B | $37.3B | $9.9M | 747 | 776 |
| Feb 2025 | $35.3B | $35.3B | $8.2M | 746 | 1,120 |
| Jan 2025 | $35.3B | $35.3B | $8.2M | 746 | 1,120 |
| Jan 2025 | $35.3B | $35.3B | $8.2M | 746 | 1,120 |
| Sep 2024 | $35.3B | $35.3B | $8.2M | 746 | 1,120 |
| Jun 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| May 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| May 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| May 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| Apr 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| Apr 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| Apr 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| Apr 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| Mar 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| Mar 2024 | $31.5B | $31.5B | $8M | 726 | 1,120 |
| Mar 2024 | $28.5B | $28.5B | $7M | 713 | 640 |
| Feb 2024 | $28.5B | $28.5B | $7M | 713 | 640 |
| Dec 2023 | $28.5B | $28.5B | $7M | 713 | 640 |
| Nov 2023 | $28.5B | $28.5B | $7M | 713 | 640 |
| Nov 2023 | $28.5B | $28.5B | $7M | 713 | 640 |
| Oct 2023 | $28.5B | $28.5B | $7M | 713 | 640 |
| Oct 2023 | $28.5B | $28.5B | $7M | 713 | 640 |
| Oct 2023 | $28.5B | $28.5B | $7M | 713 | 640 |
| Oct 2023 | $28.5B | $28.5B | $7M | 713 | 640 |
| Oct 2023 | $28.5B | $28.5B | $7M | 713 | 640 |
| Sep 2023 | $28.5B | $28.5B | $7M | 713 | 640 |
| Sep 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| Sep 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| Aug 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| Aug 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| May 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| May 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| May 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| Apr 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| Mar 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| Mar 2023 | $25.6B | $25.6B | $26.7M | 703 | 640 |
| Feb 2023 | $29.4B | $29.3B | $26.1M | 651 | 639 |
| Feb 2023 | $29.4B | $29.3B | $26.1M | 651 | 639 |
| Feb 2023 | $29.4B | $29.3B | $26.1M | 651 | 639 |
| Oct 2022 | $29.4B | $29.3B | $26.1M | 651 | 639 |
| Oct 2022 | $29.4B | $29.3B | $26.1M | 651 | 639 |
| Sep 2022 | $33.9B | $33.9B | $31.4M | 651 | 639 |
| Aug 2022 | $33.9B | $33.9B | $31.4M | 651 | 639 |
| Aug 2022 | $33.9B | $33.9B | $31.4M | 651 | 639 |
| Aug 2022 | $33.9B | $33.9B | $31.4M | 651 | 639 |
| May 2022 | $33.9B | $33.9B | $31.4M | 651 | 639 |
| Apr 2022 | $33.9B | $33.9B | $31.4M | 651 | 639 |
| Apr 2022 | $33.9B | $33.9B | $31.4M | 651 | 639 |
| Apr 2022 | $33.9B | $33.9B | $31.4M | 651 | 639 |
| Jan 2022 | $30.1B | $30.1B | $29.5M | 651 | 453 |
| Sep 2021 | $30.1B | $30.1B | $29.5M | 651 | 453 |
| Jul 2021 | $26.4B | $26.3B | $29.6M | 651 | 453 |
| Jun 2021 | $26.4B | $26.3B | $29.6M | 651 | 453 |
| Jun 2021 | $26.4B | $26.3B | $29.6M | 651 | 453 |
| May 2021 | $26.4B | $26.3B | $29.6M | 651 | 453 |
| Apr 2021 | $26.4B | $26.3B | $29.6M | 651 | 453 |
| Apr 2021 | $26.4B | $26.3B | $29.6M | 651 | 453 |
| Mar 2021 | $26.4B | $26.3B | $29.6M | 651 | 453 |
| Mar 2021 | $26.4B | $26.3B | $29.6M | 651 | 453 |
| Jan 2021 | $21.7B | $21.7B | $38.1M | 635 | 453 |
| Jan 2021 | $21.7B | $21.7B | $38.1M | 635 | 453 |
| Dec 2020 | $21.7B | $21.7B | $38.1M | 635 | 453 |
| Dec 2020 | $21.7B | $21.7B | $38.1M | 635 | 453 |
| Nov 2020 | $21.7B | $21.7B | $38.1M | 635 | 453 |
| Oct 2020 | $21.2B | $21.2B | $38.5M | 641 | 453 |
| Oct 2020 | $21.2B | $21.2B | $38.5M | 641 | 453 |
| Sep 2020 | $21.2B | $21.2B | $38.5M | 641 | 453 |
| Sep 2020 | $21.2B | $21.2B | $38.5M | 641 | 453 |
| Jun 2020 | $21.2B | $21.2B | $38.5M | 641 | 453 |
| Jun 2020 | $21.2B | $21.2B | $38.5M | 641 | 453 |
| Apr 2020 | $21.2B | $21.2B | $38.5M | 641 | 453 |
| Mar 2020 | $21.2B | $21.2B | $38.5M | 641 | 453 |
| Mar 2020 | $19.4B | $19.4B | $38.5M | 680 | 421 |
| Feb 2020 | $19.4B | $19.4B | $38.5M | 680 | 421 |
| Feb 2020 | $19.4B | $19.4B | $38.5M | 680 | 421 |
| Nov 2019 | $19.4B | $19.4B | $38.5M | 680 | 421 |
| Oct 2019 | $19.4B | $19.4B | $38.5M | 680 | 421 |
| Oct 2019 | $19.4B | $19.4B | $38.5M | 680 | 421 |
| Sep 2019 | $19.4B | $19.4B | $38.5M | 680 | 421 |
| Aug 2019 | $19.4B | $19.4B | $38.5M | 680 | 421 |
| Jul 2019 | $16.5B | $16.5B | $35.6M | 680 | 421 |
| Jun 2019 | $16.5B | $16.5B | $35.6M | 680 | 421 |
| May 2019 | $16.5B | $16.5B | $35.6M | 680 | 421 |
| May 2019 | $16.5B | $16.5B | $35.6M | 680 | 421 |
| Apr 2019 | $16.5B | $16.5B | $35.6M | 680 | 421 |
| Apr 2019 | $16.5B | $16.5B | $35.6M | 680 | 421 |
| Mar 2019 | $16.5B | $16.5B | $35.6M | 680 | 421 |
| Mar 2019 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Mar 2019 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Mar 2019 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Feb 2019 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Feb 2019 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Feb 2019 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Feb 2019 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Jan 2019 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Jan 2019 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Dec 2018 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Oct 2018 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Sep 2018 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| Sep 2018 | $16.8B | $16.8B | $6.4M | 667 | 0 |
| May 2018 | $15.3B | $15.3B | $4.9M | 667 | 0 |
| May 2018 | $15.3B | $15.3B | $4.9M | 667 | 0 |
| Apr 2018 | $15.3B | $15.3B | $4.9M | 667 | 0 |
| Mar 2018 | $15.3B | $15.3B | $4.9M | 667 | 0 |
| Mar 2018 | $11.9B | $11.9B | $0 | 584 | 0 |
| Feb 2018 | $11.9B | $11.9B | $0 | 584 | 0 |
| Feb 2018 | $11.9B | $11.9B | $0 | 584 | 0 |
| Jan 2018 | $11.9B | $11.9B | $0 | 584 | 0 |
| Jan 2018 | $11.9B | $11.9B | $0 | 584 | 0 |
| Jan 2018 | $11.9B | $11.9B | $0 | 584 | 0 |
| Nov 2017 | $11.9B | $11.9B | $0 | 584 | 0 |
| Nov 2017 | $11.9B | $11.9B | $0 | 584 | 0 |
| Oct 2017 | $11.9B | $11.9B | $0 | 584 | 0 |
| Oct 2017 | $11.9B | $11.9B | $0 | 584 | 0 |
| Sep 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Aug 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Jul 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Jul 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Jul 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Jun 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Jun 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Jun 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Apr 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Apr 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Apr 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Apr 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Mar 2017 | $11.9B | $11.9B | $0 | 584 | 27,200 |
| Mar 2017 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Feb 2017 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Jan 2017 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Jan 2017 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Dec 2016 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Dec 2016 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Dec 2016 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Nov 2016 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Nov 2016 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Oct 2016 | $11.3B | $11.3B | $0 | 552 | 27,200 |
| Oct 2016 | $10.6B | $10.6B | $0 | 552 | 27,200 |
| Aug 2016 | $10.6B | $10.6B | $0 | 552 | 27,200 |
| Aug 2016 | $10.6B | $10.6B | $0 | 552 | 27,200 |
| Jul 2016 | $10.6B | $10.6B | $0 | 552 | 27,200 |
| Jul 2016 | $10.6B | $10.6B | $0 | 552 | 27,200 |
| Jul 2016 | $106.4B | $106.4B | $0 | 552 | 27,200 |
| Jun 2016 | $9.6B | $9.6B | $0 | 519 | 27,200 |
| Jun 2016 | $9.6B | $9.6B | $0 | 519 | 27,200 |
| May 2016 | $9.6B | $9.6B | $0 | 519 | 27,200 |
| May 2016 | $9.6B | $9.6B | $0 | 519 | 27,200 |
| May 2016 | $9.6B | $9.6B | $0 | 519 | 27,200 |
| May 2016 | $9.6B | $9.6B | $0 | 519 | 27,200 |
| Apr 2016 | $9.6B | $9.6B | $0 | 519 | 27,200 |
| Apr 2016 | $9.6B | $9.6B | $0 | 519 | 27,200 |
| Mar 2016 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Mar 2016 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Mar 2016 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Mar 2016 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Feb 2016 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Dec 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Dec 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Nov 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Oct 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Oct 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Sep 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Aug 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Jul 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Jul 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| Jun 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| May 2015 | $8.2B | $8.2B | $0 | 445 | 17,600 |
| May 2015 | $5.8B | $5.8B | $0 | 412 | 17,600 |
| Apr 2015 | $5.8B | $5.8B | $0 | 412 | 17,600 |
| Mar 2015 | $5.8B | $5.8B | $0 | 412 | 17,600 |
| Feb 2015 | $5.6B | $5.6B | $0 | 370 | 14,562 |
| Feb 2015 | $5.6B | $5.6B | $0 | 370 | 14,562 |
| Dec 2014 | $5.6B | $5.6B | $0 | 370 | 14,562 |
| Dec 2014 | $5.6B | $5.6B | $0 | 370 | 14,562 |
| Dec 2014 | $5.6B | $5.6B | $0 | 370 | 14,562 |
| Oct 2014 | $5.6B | $5.6B | $0 | 370 | 14,562 |
| Sep 2014 | $5.3B | $5.3B | $0 | 355 | 14,562 |
| Jul 2014 | $5.3B | $5.3B | $0 | 355 | 14,562 |
| Jul 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Jul 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Jun 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Jun 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Apr 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Apr 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Apr 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Apr 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Mar 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Mar 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Feb 2014 | $4.2B | $4.2B | $0 | 321 | 14,562 |
| Jan 2014 | $3.1B | $3.1B | $0 | 204 | 8,100 |
| Jan 2014 | $3.1B | $3.1B | $0 | 204 | 8,100 |
| Nov 2013 | $3.1B | $3.1B | $0 | 204 | 8,100 |
| Oct 2013 | $3.1B | $3.1B | $0 | 204 | 8,100 |
| Sep 2013 | $3.1B | $3.1B | $0 | 204 | 8,100 |
| Jul 2013 | $3.1B | $3.1B | $0 | 204 | 8,100 |
| Jul 2013 | $3.1B | $3.1B | $0 | 204 | 8,100 |
| Jul 2013 | $3.1B | $3.1B | $0 | 204 | 8,100 |
| May 2013 | $2.2B | $2.2B | $0 | 204 | 8,100 |
| Apr 2013 | $2.2B | $2.2B | $0 | 204 | 8,100 |
| Apr 2013 | $2.2B | $2.2B | $0 | 204 | 8,100 |
| Apr 2013 | $2.2B | $2.2B | $0 | 204 | 8,100 |
| Mar 2013 | $2.2B | $2.2B | $0 | 204 | 8,100 |
| Mar 2013 | $2B | $2B | $0 | 172 | 7,500 |
| Jan 2013 | $2B | $2B | $0 | 172 | 7,500 |
| Jan 2013 | $2B | $2B | $0 | 172 | 7,500 |
| Jan 2013 | $2B | $2B | $0 | 172 | 7,500 |
| Dec 2012 | $2B | $2B | $0 | 172 | 7,500 |
| Nov 2012 | $2B | $2B | $0 | 172 | 7,500 |
| Nov 2012 | $2B | $2B | $0 | 172 | 7,500 |
| Nov 2012 | $615.5M | $615.5M | $0 | 60 | 3,000 |
| Nov 2012 | $615.5M | $615.5M | $0 | 60 | 3,000 |
| Oct 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Oct 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Aug 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Aug 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Jul 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Jul 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Jul 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Jul 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Jun 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| May 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Apr 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Mar 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Mar 2012 | $615.5M | $615.5M | $0 | 1 | 3,000 |
| Dec 2011 | $27.5M | $27.5M | $0 | 1 | 0 |
| Dec 2011 | $27.5M | $27.5M | $0 | 1 | 0 |
| Dec 2011 | $27.5M | $27.5M | $0 | 1 | 0 |
| Aug 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| Jul 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| Jul 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| Jul 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| Jun 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| Jun 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| May 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| May 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| May 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| May 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$41.4B
Discretionary$41.4B
Non-Disc.$8.2M
Employees746
Clients776
DateDec 2025
Total AUM$41.4B
Discretionary$41.4B
Non-Disc.$8.2M
Employees746
Clients776
DateNov 2025
Total AUM$41.4B
Discretionary$41.4B
Non-Disc.$8.2M
Employees746
Clients776
DateNov 2025
Total AUM$41.4B
Discretionary$41.4B
Non-Disc.$8.2M
Employees746
Clients776
DateNov 2025
Total AUM$41.4B
Discretionary$41.4B
Non-Disc.$8.2M
Employees746
Clients776
DateOct 2025
Total AUM$41.4B
Discretionary$41.4B
Non-Disc.$8.2M
Employees746
Clients776
DateSep 2025
Total AUM$41.4B
Discretionary$41.4B
Non-Disc.$8.2M
Employees746
Clients776
DateSep 2025
Total AUM$37.3B
Discretionary$37.3B
Non-Disc.$9.9M
Employees747
Clients776
DateJul 2025
Total AUM$37.3B
Discretionary$37.3B
Non-Disc.$9.9M
Employees747
Clients776
DateJun 2025
Total AUM$37.3B
Discretionary$37.3B
Non-Disc.$9.9M
Employees747
Clients776
DateJun 2025
Total AUM$37.3B
Discretionary$37.3B
Non-Disc.$9.9M
Employees747
Clients776
DateJun 2025
Total AUM$37.3B
Discretionary$37.3B
Non-Disc.$9.9M
Employees747
Clients776
DateJun 2025
Total AUM$37.3B
Discretionary$37.3B
Non-Disc.$9.9M
Employees747
Clients776
DateMay 2025
Total AUM$37.3B
Discretionary$37.3B
Non-Disc.$9.9M
Employees747
Clients776
DateMay 2025
Total AUM$37.3B
Discretionary$37.3B
Non-Disc.$9.9M
Employees747
Clients776
DateMar 2025
Total AUM$37.3B
Discretionary$37.3B
Non-Disc.$9.9M
Employees747
Clients776
DateFeb 2025
Total AUM$35.3B
Discretionary$35.3B
Non-Disc.$8.2M
Employees746
Clients1,120
DateJan 2025
Total AUM$35.3B
Discretionary$35.3B
Non-Disc.$8.2M
Employees746
Clients1,120
DateJan 2025
Total AUM$35.3B
Discretionary$35.3B
Non-Disc.$8.2M
Employees746
Clients1,120
DateSep 2024
Total AUM$35.3B
Discretionary$35.3B
Non-Disc.$8.2M
Employees746
Clients1,120
DateJun 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateMay 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateMay 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateMay 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateApr 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateApr 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateApr 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateApr 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateMar 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateMar 2024
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$8M
Employees726
Clients1,120
DateMar 2024
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateFeb 2024
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateDec 2023
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateNov 2023
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateNov 2023
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateOct 2023
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateOct 2023
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateOct 2023
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateOct 2023
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateOct 2023
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateSep 2023
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$7M
Employees713
Clients640
DateSep 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateSep 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateAug 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateAug 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateMay 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateMay 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateMay 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateApr 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateMar 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateMar 2023
Total AUM$25.6B
Discretionary$25.6B
Non-Disc.$26.7M
Employees703
Clients640
DateFeb 2023
Total AUM$29.4B
Discretionary$29.3B
Non-Disc.$26.1M
Employees651
Clients639
DateFeb 2023
Total AUM$29.4B
Discretionary$29.3B
Non-Disc.$26.1M
Employees651
Clients639
DateFeb 2023
Total AUM$29.4B
Discretionary$29.3B
Non-Disc.$26.1M
Employees651
Clients639
DateOct 2022
Total AUM$29.4B
Discretionary$29.3B
Non-Disc.$26.1M
Employees651
Clients639
DateOct 2022
Total AUM$29.4B
Discretionary$29.3B
Non-Disc.$26.1M
Employees651
Clients639
DateSep 2022
Total AUM$33.9B
Discretionary$33.9B
Non-Disc.$31.4M
Employees651
Clients639
DateAug 2022
Total AUM$33.9B
Discretionary$33.9B
Non-Disc.$31.4M
Employees651
Clients639
DateAug 2022
Total AUM$33.9B
Discretionary$33.9B
Non-Disc.$31.4M
Employees651
Clients639
DateAug 2022
Total AUM$33.9B
Discretionary$33.9B
Non-Disc.$31.4M
Employees651
Clients639
DateMay 2022
Total AUM$33.9B
Discretionary$33.9B
Non-Disc.$31.4M
Employees651
Clients639
DateApr 2022
Total AUM$33.9B
Discretionary$33.9B
Non-Disc.$31.4M
Employees651
Clients639
DateApr 2022
Total AUM$33.9B
Discretionary$33.9B
Non-Disc.$31.4M
Employees651
Clients639
DateApr 2022
Total AUM$33.9B
Discretionary$33.9B
Non-Disc.$31.4M
Employees651
Clients639
DateJan 2022
Total AUM$30.1B
Discretionary$30.1B
Non-Disc.$29.5M
Employees651
Clients453
DateSep 2021
Total AUM$30.1B
Discretionary$30.1B
Non-Disc.$29.5M
Employees651
Clients453
DateJul 2021
Total AUM$26.4B
Discretionary$26.3B
Non-Disc.$29.6M
Employees651
Clients453
DateJun 2021
Total AUM$26.4B
Discretionary$26.3B
Non-Disc.$29.6M
Employees651
Clients453
DateJun 2021
Total AUM$26.4B
Discretionary$26.3B
Non-Disc.$29.6M
Employees651
Clients453
DateMay 2021
Total AUM$26.4B
Discretionary$26.3B
Non-Disc.$29.6M
Employees651
Clients453
DateApr 2021
Total AUM$26.4B
Discretionary$26.3B
Non-Disc.$29.6M
Employees651
Clients453
DateApr 2021
Total AUM$26.4B
Discretionary$26.3B
Non-Disc.$29.6M
Employees651
Clients453
DateMar 2021
Total AUM$26.4B
Discretionary$26.3B
Non-Disc.$29.6M
Employees651
Clients453
DateMar 2021
Total AUM$26.4B
Discretionary$26.3B
Non-Disc.$29.6M
Employees651
Clients453
DateJan 2021
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$38.1M
Employees635
Clients453
DateJan 2021
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$38.1M
Employees635
Clients453
DateDec 2020
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$38.1M
Employees635
Clients453
DateDec 2020
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$38.1M
Employees635
Clients453
DateNov 2020
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$38.1M
Employees635
Clients453
DateOct 2020
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$38.5M
Employees641
Clients453
DateOct 2020
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$38.5M
Employees641
Clients453
DateSep 2020
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$38.5M
Employees641
Clients453
DateSep 2020
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$38.5M
Employees641
Clients453
DateJun 2020
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$38.5M
Employees641
Clients453
DateJun 2020
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$38.5M
Employees641
Clients453
DateApr 2020
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$38.5M
Employees641
Clients453
DateMar 2020
Total AUM$21.2B
Discretionary$21.2B
Non-Disc.$38.5M
Employees641
Clients453
DateMar 2020
Total AUM$19.4B
Discretionary$19.4B
Non-Disc.$38.5M
Employees680
Clients421
DateFeb 2020
Total AUM$19.4B
Discretionary$19.4B
Non-Disc.$38.5M
Employees680
Clients421
DateFeb 2020
Total AUM$19.4B
Discretionary$19.4B
Non-Disc.$38.5M
Employees680
Clients421
DateNov 2019
Total AUM$19.4B
Discretionary$19.4B
Non-Disc.$38.5M
Employees680
Clients421
DateOct 2019
Total AUM$19.4B
Discretionary$19.4B
Non-Disc.$38.5M
Employees680
Clients421
DateOct 2019
Total AUM$19.4B
Discretionary$19.4B
Non-Disc.$38.5M
Employees680
Clients421
DateSep 2019
Total AUM$19.4B
Discretionary$19.4B
Non-Disc.$38.5M
Employees680
Clients421
DateAug 2019
Total AUM$19.4B
Discretionary$19.4B
Non-Disc.$38.5M
Employees680
Clients421
DateJul 2019
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$35.6M
Employees680
Clients421
DateJun 2019
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$35.6M
Employees680
Clients421
DateMay 2019
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$35.6M
Employees680
Clients421
DateMay 2019
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$35.6M
Employees680
Clients421
DateApr 2019
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$35.6M
Employees680
Clients421
DateApr 2019
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$35.6M
Employees680
Clients421
DateMar 2019
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$35.6M
Employees680
Clients421
DateMar 2019
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateMar 2019
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateMar 2019
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateFeb 2019
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateFeb 2019
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateFeb 2019
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateFeb 2019
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateJan 2019
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateJan 2019
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateDec 2018
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateOct 2018
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateSep 2018
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateSep 2018
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$6.4M
Employees667
Clients0
DateMay 2018
Total AUM$15.3B
Discretionary$15.3B
Non-Disc.$4.9M
Employees667
Clients0
DateMay 2018
Total AUM$15.3B
Discretionary$15.3B
Non-Disc.$4.9M
Employees667
Clients0
DateApr 2018
Total AUM$15.3B
Discretionary$15.3B
Non-Disc.$4.9M
Employees667
Clients0
DateMar 2018
Total AUM$15.3B
Discretionary$15.3B
Non-Disc.$4.9M
Employees667
Clients0
DateMar 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateFeb 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateFeb 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateJan 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateJan 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateJan 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateNov 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateNov 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateOct 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateOct 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients0
DateSep 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateAug 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateJul 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateJul 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateJul 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateJun 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateJun 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateJun 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateApr 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateApr 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateApr 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateApr 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateMar 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees584
Clients27,200
DateMar 2017
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateFeb 2017
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateJan 2017
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateJan 2017
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateDec 2016
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateDec 2016
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateDec 2016
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateNov 2016
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateNov 2016
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateOct 2016
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees552
Clients27,200
DateOct 2016
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees552
Clients27,200
DateAug 2016
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees552
Clients27,200
DateAug 2016
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees552
Clients27,200
DateJul 2016
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees552
Clients27,200
DateJul 2016
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees552
Clients27,200
DateJul 2016
Total AUM$106.4B
Discretionary$106.4B
Non-Disc.$0
Employees552
Clients27,200
DateJun 2016
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees519
Clients27,200
DateJun 2016
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees519
Clients27,200
DateMay 2016
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees519
Clients27,200
DateMay 2016
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees519
Clients27,200
DateMay 2016
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees519
Clients27,200
DateMay 2016
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees519
Clients27,200
DateApr 2016
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees519
Clients27,200
DateApr 2016
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees519
Clients27,200
DateMar 2016
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateMar 2016
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateMar 2016
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateMar 2016
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateFeb 2016
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateDec 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateDec 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateNov 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateOct 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateOct 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateSep 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateAug 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateJul 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateJul 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateJun 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateMay 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees445
Clients17,600
DateMay 2015
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees412
Clients17,600
DateApr 2015
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees412
Clients17,600
DateMar 2015
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees412
Clients17,600
DateFeb 2015
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees370
Clients14,562
DateFeb 2015
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees370
Clients14,562
DateDec 2014
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees370
Clients14,562
DateDec 2014
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees370
Clients14,562
DateDec 2014
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees370
Clients14,562
DateOct 2014
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees370
Clients14,562
DateSep 2014
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees355
Clients14,562
DateJul 2014
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees355
Clients14,562
DateJul 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateJul 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateJun 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateJun 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateApr 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateApr 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateApr 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateApr 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateMar 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateMar 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateFeb 2014
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees321
Clients14,562
DateJan 2014
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees204
Clients8,100
DateJan 2014
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees204
Clients8,100
DateNov 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees204
Clients8,100
DateOct 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees204
Clients8,100
DateSep 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees204
Clients8,100
DateJul 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees204
Clients8,100
DateJul 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees204
Clients8,100
DateJul 2013
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees204
Clients8,100
DateMay 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees204
Clients8,100
DateApr 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees204
Clients8,100
DateApr 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees204
Clients8,100
DateApr 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees204
Clients8,100
DateMar 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees204
Clients8,100
DateMar 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees172
Clients7,500
DateJan 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees172
Clients7,500
DateJan 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees172
Clients7,500
DateJan 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees172
Clients7,500
DateDec 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees172
Clients7,500
DateNov 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees172
Clients7,500
DateNov 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees172
Clients7,500
DateNov 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees60
Clients3,000
DateNov 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees60
Clients3,000
DateOct 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateOct 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateAug 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateAug 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateJul 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateJul 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateJul 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateJul 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateJun 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateMay 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateApr 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateMar 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateMar 2012
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees1
Clients3,000
DateDec 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees1
Clients0
DateAug 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--