OSAIC WEALTH, INC.
CRD #23131 SEC #801-54859 SCOTTSDALE, AZ 800-821-5100
SEC Registered Broker-Dealer Disclosures
Total AUM
$200.3B
Discretionary
$132.2B
Employees
8,717
Clients
--
Accounts
797,559
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $200.3B | $132.2B | $68.1B | 8,717 | 52,893 |
| Oct 2025 | $200.3B | $132.2B | $68.1B | 8,717 | 52,893 |
| Aug 2025 | $200.3B | $132.2B | $68.1B | 8,717 | 52,893 |
| Jun 2025 | $200.3B | $132.2B | $68.1B | 8,717 | 52,893 |
| Jun 2025 | $200.3B | $132.2B | $68.1B | 8,717 | 52,893 |
| May 2025 | $200.3B | $132.2B | $68.1B | 8,717 | 52,893 |
| Mar 2025 | $200.3B | $132.2B | $68.1B | 8,717 | 52,893 |
| Mar 2025 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Jan 2025 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Nov 2024 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Oct 2024 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Sep 2024 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Aug 2024 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Jun 2024 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Jun 2024 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Apr 2024 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Mar 2024 | $94.6B | $80.4B | $14.1B | 6,838 | 39,691 |
| Feb 2024 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Feb 2024 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Jan 2024 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Dec 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Dec 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Nov 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Nov 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Oct 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Oct 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Oct 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Sep 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Aug 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Aug 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Aug 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Jul 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Jul 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Jun 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Jun 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Jun 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| May 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Apr 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Mar 2023 | $29.5B | $24.5B | $5B | 3,704 | 13,757 |
| Mar 2023 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Mar 2023 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Feb 2023 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Jan 2023 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Dec 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Nov 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Nov 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Oct 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Sep 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Aug 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Jul 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Jun 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| May 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| May 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Apr 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Mar 2022 | $28.2B | $23.4B | $4.8B | 3,849 | 17,049 |
| Mar 2022 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Feb 2022 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Jan 2022 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Jan 2022 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Dec 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Nov 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Oct 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Sep 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Aug 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Aug 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Jul 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Jun 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Jun 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| May 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Apr 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Mar 2021 | $20.7B | $16.5B | $4.2B | 3,642 | 14,281 |
| Feb 2021 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Feb 2021 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Jan 2021 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Dec 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Dec 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Nov 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Oct 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Oct 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Sep 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Aug 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Aug 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Jul 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Jun 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Jun 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Jun 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| May 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Apr 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Mar 2020 | $16.7B | $12.6B | $4.1B | 2,965 | 14,170 |
| Mar 2020 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Mar 2020 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Feb 2020 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Feb 2020 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Jan 2020 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Dec 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Dec 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Nov 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Oct 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Sep 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Aug 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Aug 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Jul 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Jul 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Jun 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Jun 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| May 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Apr 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Apr 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Mar 2019 | $12.6B | $8B | $4.6B | 2,951 | 17,158 |
| Mar 2019 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Feb 2019 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Jan 2019 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Dec 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Dec 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Nov 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Nov 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Oct 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Oct 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Sep 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Aug 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Aug 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Aug 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Jul 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Jun 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| May 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| May 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Apr 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Apr 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Apr 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Mar 2018 | $7.6B | $4.4B | $3.2B | 1,933 | 8,875 |
| Feb 2018 | $5.4B | $2.9B | $2.5B | 1,563 | 8,727 |
| Feb 2018 | $5.4B | $2.9B | $2.5B | 1,563 | 8,727 |
| Jan 2018 | $5.4B | $2.9B | $2.5B | 1,563 | 8,727 |
| Dec 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 8,727 |
| Nov 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 8,727 |
| Oct 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 8,727 |
| Oct 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 8,727 |
| Sep 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Aug 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Jul 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Jul 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Jun 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Jun 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Jun 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| May 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| May 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Apr 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Apr 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Mar 2017 | $5.4B | $2.9B | $2.5B | 1,563 | 25,700 |
| Mar 2017 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Feb 2017 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Jan 2017 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Jan 2017 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Dec 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Dec 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Nov 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Nov 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Sep 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Aug 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Aug 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Jun 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Apr 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Mar 2016 | $4.6B | $2.5B | $2.2B | 1,648 | 24,000 |
| Feb 2016 | $3.9B | $2.1B | $1.8B | 1,580 | 20,400 |
| Jan 2016 | $3.9B | $2.1B | $1.8B | 1,580 | 20,400 |
| Oct 2015 | $3.9B | $2.1B | $1.8B | 1,580 | 20,400 |
| Sep 2015 | $3.9B | $2.1B | $1.8B | 1,580 | 20,400 |
| Mar 2015 | $3.9B | $2.1B | $1.8B | 1,580 | 20,400 |
| Dec 2014 | $3.4B | $1.7B | $1.7B | 1,420 | 21,000 |
| Oct 2014 | $3.4B | $1.7B | $1.7B | 1,420 | 21,000 |
| Aug 2014 | $3.4B | $1.7B | $1.7B | 1,420 | 21,000 |
| May 2014 | $3.4B | $1.7B | $1.7B | 1,420 | 21,000 |
| Mar 2014 | $3.4B | $1.7B | $1.7B | 1,420 | 21,000 |
| Mar 2014 | $2.7B | $1B | $1.7B | 1,390 | 18,800 |
| Dec 2013 | $2.7B | $1B | $1.7B | 1,390 | 18,800 |
| Sep 2013 | $2.7B | $1B | $1.7B | 1,390 | 18,800 |
| May 2013 | $2.7B | $1B | $1.7B | 1,390 | 18,800 |
| Apr 2013 | $2.7B | $1B | $1.7B | 1,390 | 18,800 |
| Jan 2013 | $2.1B | $658M | $1.5B | 870 | 21,000 |
| Dec 2012 | $2.1B | $658M | $1.5B | 870 | 21,000 |
| Oct 2012 | $2.1B | $658M | $1.5B | 501 | 21,000 |
| Jun 2012 | $2.1B | $658M | $1.5B | 501 | 21,000 |
| Jun 2012 | $2.1B | $658M | $1.5B | 501 | 21,000 |
| Apr 2012 | $2.1B | $658M | $1.5B | 501 | 21,000 |
| Mar 2012 | $2.1B | $658M | $1.5B | 501 | 21,000 |
| Nov 2011 | $1.9B | $344.8M | $1.5B | 501 | 9,000 |
| Jul 2011 | $1.9B | $344.8M | $1.5B | 501 | -- |
| May 2011 | $1.9B | $344.8M | $1.5B | 501 | -- |
| May 2011 | $1.9B | $344.8M | $1.5B | 501 | -- |
| Apr 2011 | $1.9B | $344.8M | $1.5B | 501 | -- |
| Apr 2011 | $1.9B | $344.8M | $1.5B | 501 | -- |
| Mar 2011 | $1.9B | $344.8M | $1.5B | 501 | -- |
| Mar 2011 | $1.3B | $167.8M | $1.2B | 501 | -- |
| Mar 2011 | $1.3B | $167.8M | $1.2B | 501 | -- |
| Mar 2011 | $1.3B | $167.8M | $1.2B | 501 | -- |
| Feb 2011 | $1.3B | $167.8M | $1.2B | 501 | -- |
| Jul 2010 | $1.3B | $167.8M | $1.2B | 501 | -- |
| Mar 2010 | $1.3B | $167.8M | $1.2B | 501 | -- |
| Oct 2009 | $1.2B | $22.7M | $1.2B | 501 | -- |
| Mar 2007 | $935.4M | $0 | $935.4M | 501 | -- |
DateDec 2025
Total AUM$200.3B
Discretionary$132.2B
Non-Disc.$68.1B
Employees8,717
Clients52,893
DateOct 2025
Total AUM$200.3B
Discretionary$132.2B
Non-Disc.$68.1B
Employees8,717
Clients52,893
DateAug 2025
Total AUM$200.3B
Discretionary$132.2B
Non-Disc.$68.1B
Employees8,717
Clients52,893
DateJun 2025
Total AUM$200.3B
Discretionary$132.2B
Non-Disc.$68.1B
Employees8,717
Clients52,893
DateJun 2025
Total AUM$200.3B
Discretionary$132.2B
Non-Disc.$68.1B
Employees8,717
Clients52,893
DateMay 2025
Total AUM$200.3B
Discretionary$132.2B
Non-Disc.$68.1B
Employees8,717
Clients52,893
DateMar 2025
Total AUM$200.3B
Discretionary$132.2B
Non-Disc.$68.1B
Employees8,717
Clients52,893
DateMar 2025
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateJan 2025
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateNov 2024
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateOct 2024
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateSep 2024
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateAug 2024
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateJun 2024
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateJun 2024
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateApr 2024
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateMar 2024
Total AUM$94.6B
Discretionary$80.4B
Non-Disc.$14.1B
Employees6,838
Clients39,691
DateFeb 2024
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateFeb 2024
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateJan 2024
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateDec 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateDec 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateNov 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateNov 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateOct 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateOct 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateOct 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateSep 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateAug 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateAug 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateAug 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateJul 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateJul 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateJun 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateJun 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateJun 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateMay 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateApr 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateMar 2023
Total AUM$29.5B
Discretionary$24.5B
Non-Disc.$5B
Employees3,704
Clients13,757
DateMar 2023
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateMar 2023
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateFeb 2023
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateJan 2023
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateDec 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateNov 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateNov 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateOct 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateSep 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateAug 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateJul 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateJun 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateMay 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateMay 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateApr 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateMar 2022
Total AUM$28.2B
Discretionary$23.4B
Non-Disc.$4.8B
Employees3,849
Clients17,049
DateMar 2022
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateFeb 2022
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateJan 2022
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateJan 2022
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateDec 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateNov 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateOct 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateSep 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateAug 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateAug 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateJul 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateJun 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateJun 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateMay 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateApr 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateMar 2021
Total AUM$20.7B
Discretionary$16.5B
Non-Disc.$4.2B
Employees3,642
Clients14,281
DateFeb 2021
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateFeb 2021
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateJan 2021
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateDec 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateDec 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateNov 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateOct 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateOct 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateSep 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateAug 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateAug 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateJul 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateJun 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateJun 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateJun 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateMay 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateApr 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateMar 2020
Total AUM$16.7B
Discretionary$12.6B
Non-Disc.$4.1B
Employees2,965
Clients14,170
DateMar 2020
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateMar 2020
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateFeb 2020
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateFeb 2020
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateJan 2020
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateDec 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateDec 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateNov 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateOct 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateSep 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateAug 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateAug 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateJul 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateJul 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateJun 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateJun 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateMay 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateApr 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateApr 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateMar 2019
Total AUM$12.6B
Discretionary$8B
Non-Disc.$4.6B
Employees2,951
Clients17,158
DateMar 2019
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateFeb 2019
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateJan 2019
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateDec 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateDec 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateNov 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateNov 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateOct 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateOct 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateSep 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateAug 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateAug 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateAug 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateJul 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateJun 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateMay 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateMay 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateApr 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateApr 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateApr 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateMar 2018
Total AUM$7.6B
Discretionary$4.4B
Non-Disc.$3.2B
Employees1,933
Clients8,875
DateFeb 2018
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients8,727
DateFeb 2018
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients8,727
DateJan 2018
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients8,727
DateDec 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients8,727
DateNov 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients8,727
DateOct 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients8,727
DateOct 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients8,727
DateSep 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateAug 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateJul 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateJul 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateJun 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateJun 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateJun 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateMay 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateMay 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateApr 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateApr 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateMar 2017
Total AUM$5.4B
Discretionary$2.9B
Non-Disc.$2.5B
Employees1,563
Clients25,700
DateMar 2017
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateFeb 2017
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateJan 2017
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateJan 2017
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateDec 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateDec 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateNov 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateNov 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateSep 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateAug 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateAug 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateJun 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateApr 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateMar 2016
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2.2B
Employees1,648
Clients24,000
DateFeb 2016
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.8B
Employees1,580
Clients20,400
DateJan 2016
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.8B
Employees1,580
Clients20,400
DateOct 2015
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.8B
Employees1,580
Clients20,400
DateSep 2015
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.8B
Employees1,580
Clients20,400
DateMar 2015
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.8B
Employees1,580
Clients20,400
DateDec 2014
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees1,420
Clients21,000
DateOct 2014
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees1,420
Clients21,000
DateAug 2014
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees1,420
Clients21,000
DateMay 2014
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees1,420
Clients21,000
DateMar 2014
Total AUM$3.4B
Discretionary$1.7B
Non-Disc.$1.7B
Employees1,420
Clients21,000
DateMar 2014
Total AUM$2.7B
Discretionary$1B
Non-Disc.$1.7B
Employees1,390
Clients18,800
DateDec 2013
Total AUM$2.7B
Discretionary$1B
Non-Disc.$1.7B
Employees1,390
Clients18,800
DateSep 2013
Total AUM$2.7B
Discretionary$1B
Non-Disc.$1.7B
Employees1,390
Clients18,800
DateMay 2013
Total AUM$2.7B
Discretionary$1B
Non-Disc.$1.7B
Employees1,390
Clients18,800
DateApr 2013
Total AUM$2.7B
Discretionary$1B
Non-Disc.$1.7B
Employees1,390
Clients18,800
DateJan 2013
Total AUM$2.1B
Discretionary$658M
Non-Disc.$1.5B
Employees870
Clients21,000
DateDec 2012
Total AUM$2.1B
Discretionary$658M
Non-Disc.$1.5B
Employees870
Clients21,000
DateOct 2012
Total AUM$2.1B
Discretionary$658M
Non-Disc.$1.5B
Employees501
Clients21,000
DateJun 2012
Total AUM$2.1B
Discretionary$658M
Non-Disc.$1.5B
Employees501
Clients21,000
DateJun 2012
Total AUM$2.1B
Discretionary$658M
Non-Disc.$1.5B
Employees501
Clients21,000
DateApr 2012
Total AUM$2.1B
Discretionary$658M
Non-Disc.$1.5B
Employees501
Clients21,000
DateMar 2012
Total AUM$2.1B
Discretionary$658M
Non-Disc.$1.5B
Employees501
Clients21,000
DateNov 2011
Total AUM$1.9B
Discretionary$344.8M
Non-Disc.$1.5B
Employees501
Clients9,000
DateJul 2011
Total AUM$1.9B
Discretionary$344.8M
Non-Disc.$1.5B
Employees501
Clients--
DateMay 2011
Total AUM$1.9B
Discretionary$344.8M
Non-Disc.$1.5B
Employees501
Clients--
DateMay 2011
Total AUM$1.9B
Discretionary$344.8M
Non-Disc.$1.5B
Employees501
Clients--
DateApr 2011
Total AUM$1.9B
Discretionary$344.8M
Non-Disc.$1.5B
Employees501
Clients--
DateApr 2011
Total AUM$1.9B
Discretionary$344.8M
Non-Disc.$1.5B
Employees501
Clients--
DateMar 2011
Total AUM$1.9B
Discretionary$344.8M
Non-Disc.$1.5B
Employees501
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$167.8M
Non-Disc.$1.2B
Employees501
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$167.8M
Non-Disc.$1.2B
Employees501
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$167.8M
Non-Disc.$1.2B
Employees501
Clients--
DateFeb 2011
Total AUM$1.3B
Discretionary$167.8M
Non-Disc.$1.2B
Employees501
Clients--
DateJul 2010
Total AUM$1.3B
Discretionary$167.8M
Non-Disc.$1.2B
Employees501
Clients--
DateMar 2010
Total AUM$1.3B
Discretionary$167.8M
Non-Disc.$1.2B
Employees501
Clients--
DateOct 2009
Total AUM$1.2B
Discretionary$22.7M
Non-Disc.$1.2B
Employees501
Clients--
DateMar 2007
Total AUM$935.4M
Discretionary$0
Non-Disc.$935.4M
Employees501
Clients--