EDWARD D. JONES & CO., L.P.
Legal name: EDWARD JONES
CRD #250 SEC #801-3297 ST. LOUIS, MO 314-515-2000
SEC Registered Broker-Dealer Disclosures
Total AUM
$825B
Discretionary
$342.6B
Employees
29,003
Clients
--
Accounts
5,086,856
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Dec 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Nov 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Nov 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Oct 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Oct 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Sep 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Sep 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Aug 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Jul 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Jul 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| May 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Apr 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Mar 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Feb 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Feb 2025 | $825B | $342.6B | $482.4B | 29,003 | 27,895 |
| Nov 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| Nov 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| Oct 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| Oct 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| Oct 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| Sep 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| Aug 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| May 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| May 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| May 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| Mar 2024 | $692.2B | $289.7B | $402.6B | 29,309 | 27,362 |
| Feb 2024 | $593.1B | $252.4B | $340.8B | 28,607 | 26,766 |
| Jan 2024 | $593.1B | $252.4B | $340.8B | 28,607 | 26,766 |
| Dec 2023 | $593.1B | $252.4B | $340.8B | 28,607 | 26,766 |
| Nov 2023 | $593.1B | $252.4B | $340.8B | 28,607 | 26,766 |
| Nov 2023 | $593.1B | $252.4B | $340.8B | 28,607 | 26,766 |
| Nov 2023 | $593.1B | $252.4B | $340.8B | 28,607 | 26,766 |
| Oct 2023 | $593.1B | $252.4B | $340.8B | 28,607 | 26,766 |
| Mar 2023 | $593.1B | $252.4B | $340.8B | 28,607 | 26,766 |
| Feb 2023 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Feb 2023 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Jan 2023 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Jan 2023 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Dec 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Dec 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Oct 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Oct 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Aug 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Jul 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Jun 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Jun 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Jun 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Apr 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Mar 2022 | $654.2B | $281.4B | $372.8B | 26,014 | 24,908 |
| Feb 2022 | $519.8B | $236.8B | $282.9B | 25,434 | 25,000 |
| Jan 2022 | $519.8B | $236.8B | $282.9B | 25,434 | 25,000 |
| Dec 2021 | $519.8B | $236.8B | $282.9B | 25,434 | 25,000 |
| Nov 2021 | $519.8B | $236.8B | $282.9B | 25,434 | 25,000 |
| Sep 2021 | $519.8B | $236.8B | $282.9B | 25,434 | 25,000 |
| Aug 2021 | $519.8B | $236.8B | $282.9B | 25,434 | 25,000 |
| Jul 2021 | $519.8B | $236.8B | $282.9B | 25,434 | 25,000 |
| May 2021 | $519.8B | $236.8B | $282.9B | 25,434 | 25,000 |
| Mar 2021 | $519.8B | $236.8B | $282.9B | 25,434 | 25,000 |
| Jan 2021 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Dec 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Nov 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Sep 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Aug 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Jul 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Jul 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Jun 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Jun 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Apr 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Mar 2020 | $423.2B | $213.7B | $209.6B | 25,919 | 23,583 |
| Feb 2020 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Jan 2020 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Dec 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Nov 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Nov 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Oct 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Sep 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Aug 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Jul 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Jun 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| May 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Apr 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Mar 2019 | $329B | $167.3B | $161.7B | 23,408 | 22,509 |
| Jan 2019 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Dec 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Oct 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Sep 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Sep 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Jul 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Jul 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Jun 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| May 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Apr 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Mar 2018 | $312B | $171.9B | $140.1B | 23,510 | 22,477 |
| Jan 2018 | $262.5B | $155.6B | $106.8B | 21,003 | 20,536 |
| Dec 2017 | $262.5B | $155.6B | $106.8B | 21,003 | 20,536 |
| Nov 2017 | $262.5B | $155.6B | $106.8B | 21,003 | 20,536 |
| Oct 2017 | $262.5B | $155.6B | $106.8B | 21,003 | 20,536 |
| Sep 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| Aug 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| Aug 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| Jul 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| Jun 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| Jun 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| May 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| Apr 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| Apr 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| Mar 2017 | $204.2B | $141.9B | $62.3B | 21,003 | 1,118,400 |
| Mar 2017 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Feb 2017 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Feb 2017 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Jan 2017 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Dec 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Oct 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Sep 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Aug 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Jul 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Jun 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Jun 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| May 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Apr 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Mar 2016 | $140.4B | $131.1B | $9.3B | 20,069 | 672,600 |
| Mar 2016 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Feb 2016 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Jan 2016 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Dec 2015 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Nov 2015 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Oct 2015 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Sep 2015 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Aug 2015 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Jul 2015 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Jun 2015 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| May 2015 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Mar 2015 | $135.6B | $126.7B | $8.8B | 20,021 | 623,400 |
| Feb 2015 | $115B | $107B | $7.9B | 18,233 | 530,000 |
| Jan 2015 | $115B | $107B | $7.9B | 18,233 | 530,000 |
| Dec 2014 | $115B | $107B | $7.9B | 18,233 | 530,000 |
| Nov 2014 | $115B | $107B | $7.9B | 18,233 | 530,000 |
| Oct 2014 | $115B | $107B | $7.9B | 18,233 | 530,000 |
| Jul 2014 | $115B | $107B | $7.9B | 18,233 | 530,000 |
| May 2014 | $115B | $107B | $7.9B | 18,233 | 530,000 |
| Mar 2014 | $115B | $107B | $7.9B | 18,233 | 530,000 |
| Feb 2014 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Jan 2014 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Dec 2013 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Nov 2013 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Oct 2013 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Sep 2013 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Jul 2013 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Jun 2013 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Apr 2013 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Apr 2013 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Mar 2013 | $87.5B | $81B | $6.5B | 17,587 | 472,500 |
| Jan 2013 | $68.6B | $63.3B | $5.3B | 16,945 | 417,900 |
| Nov 2012 | $68.6B | $63.3B | $5.3B | 16,945 | 417,900 |
| Oct 2012 | $68.6B | $63.3B | $5.3B | 16,945 | 417,900 |
| Sep 2012 | $68.6B | $63.3B | $5.3B | -- | 417,900 |
| Jul 2012 | $68.6B | $63.3B | $5.3B | -- | 417,900 |
| Jul 2012 | $68.6B | $63.3B | $5.3B | -- | 417,900 |
| May 2012 | $68.6B | $63.3B | $5.3B | -- | 417,900 |
| Apr 2012 | $68.6B | $63.3B | $5.3B | -- | 417,900 |
| Mar 2012 | $68.6B | $63.3B | $5.3B | -- | 417,900 |
| Dec 2011 | $53.7B | $51.3B | $2.3B | -- | 253,000 |
| Mar 2011 | $53.7B | $51.3B | $2.3B | -- | -- |
| Nov 2010 | $28.7B | $25.6B | $3.2B | -- | -- |
| Sep 2010 | $28.7B | $25.6B | $3.2B | -- | -- |
| Aug 2010 | $28.7B | $25.6B | $3.2B | -- | -- |
| Jul 2010 | $28.7B | $25.6B | $3.2B | -- | -- |
| May 2010 | $28.7B | $25.6B | $3.2B | -- | -- |
| May 2010 | $28.7B | $25.6B | $3.2B | -- | -- |
| Apr 2010 | $28.7B | $25.6B | $3.2B | -- | -- |
| Mar 2010 | $28.7B | $25.6B | $3.2B | -- | -- |
| Oct 2009 | $7.6B | $4.5B | $3.2B | -- | -- |
| Apr 2009 | $7.6B | $4.5B | $3.2B | -- | -- |
| Apr 2009 | $7.6B | $4.5B | $3.2B | -- | -- |
| Mar 2009 | $7.6B | $4.5B | $3.2B | -- | -- |
| Feb 2009 | $3.4B | $0 | $3.4B | -- | -- |
| Jan 2009 | $3.4B | $0 | $3.4B | -- | -- |
| Mar 2008 | $3.4B | $0 | $3.4B | -- | -- |
| Mar 2008 | $3B | $0 | $3B | -- | -- |
| Apr 2007 | $3B | $0 | $3B | -- | -- |
| Mar 2007 | $3B | $3B | $0 | -- | -- |
| Dec 2006 | $1.6B | $1.6B | $0 | 10 | -- |
| Mar 2006 | $1.6B | $1.6B | $0 | 10 | -- |
| Mar 2006 | $1.6B | $1.6B | $0 | 10 | -- |
| Feb 2006 | $971.2M | $971.2M | $0 | 10 | -- |
| Jan 2006 | $971.2M | $971.2M | $0 | 10 | -- |
| Oct 2005 | $971.2M | $971.2M | $0 | 10 | -- |
| Jun 2005 | $971.2M | $971.2M | $0 | 10 | -- |
| Jun 2005 | $971.2M | $971.2M | $0 | 10 | -- |
| Jan 2005 | $491.5M | $491.5M | $0 | 10 | -- |
| Jan 2005 | $491.5M | $491.5M | $0 | 10 | -- |
| Jan 2005 | $491.5M | $491.5M | $0 | 10 | -- |
| Sep 2004 | $491.5M | $491.5M | $0 | 10 | -- |
| Jul 2004 | $491.5M | $491.5M | $0 | 10 | -- |
| Apr 2004 | $491.5M | $491.5M | $0 | 10 | -- |
| Jan 2004 | $263.5M | $263.5M | $0 | 10 | -- |
| Jan 2004 | $263.5M | $263.5M | $0 | 10 | -- |
| Apr 2002 | $263.5M | $263.5M | $0 | 10 | -- |
| Aug 2001 | $260M | $260M | $0 | 10 | -- |
DateDec 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateDec 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateNov 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateNov 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateOct 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateOct 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateSep 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateSep 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateAug 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateJul 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateJul 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateMay 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateApr 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateMar 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateFeb 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateFeb 2025
Total AUM$825B
Discretionary$342.6B
Non-Disc.$482.4B
Employees29,003
Clients27,895
DateNov 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateNov 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateOct 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateOct 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateOct 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateSep 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateAug 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateMay 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateMay 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateMay 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateMar 2024
Total AUM$692.2B
Discretionary$289.7B
Non-Disc.$402.6B
Employees29,309
Clients27,362
DateFeb 2024
Total AUM$593.1B
Discretionary$252.4B
Non-Disc.$340.8B
Employees28,607
Clients26,766
DateJan 2024
Total AUM$593.1B
Discretionary$252.4B
Non-Disc.$340.8B
Employees28,607
Clients26,766
DateDec 2023
Total AUM$593.1B
Discretionary$252.4B
Non-Disc.$340.8B
Employees28,607
Clients26,766
DateNov 2023
Total AUM$593.1B
Discretionary$252.4B
Non-Disc.$340.8B
Employees28,607
Clients26,766
DateNov 2023
Total AUM$593.1B
Discretionary$252.4B
Non-Disc.$340.8B
Employees28,607
Clients26,766
DateNov 2023
Total AUM$593.1B
Discretionary$252.4B
Non-Disc.$340.8B
Employees28,607
Clients26,766
DateOct 2023
Total AUM$593.1B
Discretionary$252.4B
Non-Disc.$340.8B
Employees28,607
Clients26,766
DateMar 2023
Total AUM$593.1B
Discretionary$252.4B
Non-Disc.$340.8B
Employees28,607
Clients26,766
DateFeb 2023
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateFeb 2023
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateJan 2023
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateJan 2023
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateDec 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateDec 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateOct 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateOct 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateAug 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateJul 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateJun 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateJun 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateJun 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateApr 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateMar 2022
Total AUM$654.2B
Discretionary$281.4B
Non-Disc.$372.8B
Employees26,014
Clients24,908
DateFeb 2022
Total AUM$519.8B
Discretionary$236.8B
Non-Disc.$282.9B
Employees25,434
Clients25,000
DateJan 2022
Total AUM$519.8B
Discretionary$236.8B
Non-Disc.$282.9B
Employees25,434
Clients25,000
DateDec 2021
Total AUM$519.8B
Discretionary$236.8B
Non-Disc.$282.9B
Employees25,434
Clients25,000
DateNov 2021
Total AUM$519.8B
Discretionary$236.8B
Non-Disc.$282.9B
Employees25,434
Clients25,000
DateSep 2021
Total AUM$519.8B
Discretionary$236.8B
Non-Disc.$282.9B
Employees25,434
Clients25,000
DateAug 2021
Total AUM$519.8B
Discretionary$236.8B
Non-Disc.$282.9B
Employees25,434
Clients25,000
DateJul 2021
Total AUM$519.8B
Discretionary$236.8B
Non-Disc.$282.9B
Employees25,434
Clients25,000
DateMay 2021
Total AUM$519.8B
Discretionary$236.8B
Non-Disc.$282.9B
Employees25,434
Clients25,000
DateMar 2021
Total AUM$519.8B
Discretionary$236.8B
Non-Disc.$282.9B
Employees25,434
Clients25,000
DateJan 2021
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateDec 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateNov 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateSep 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateAug 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateJul 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateJul 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateJun 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateJun 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateApr 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateMar 2020
Total AUM$423.2B
Discretionary$213.7B
Non-Disc.$209.6B
Employees25,919
Clients23,583
DateFeb 2020
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateJan 2020
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateDec 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateNov 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateNov 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateOct 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateSep 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateAug 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateJul 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateJun 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateMay 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateApr 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateMar 2019
Total AUM$329B
Discretionary$167.3B
Non-Disc.$161.7B
Employees23,408
Clients22,509
DateJan 2019
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateDec 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateOct 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateSep 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateSep 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateJul 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateJul 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateJun 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateMay 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateApr 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateMar 2018
Total AUM$312B
Discretionary$171.9B
Non-Disc.$140.1B
Employees23,510
Clients22,477
DateJan 2018
Total AUM$262.5B
Discretionary$155.6B
Non-Disc.$106.8B
Employees21,003
Clients20,536
DateDec 2017
Total AUM$262.5B
Discretionary$155.6B
Non-Disc.$106.8B
Employees21,003
Clients20,536
DateNov 2017
Total AUM$262.5B
Discretionary$155.6B
Non-Disc.$106.8B
Employees21,003
Clients20,536
DateOct 2017
Total AUM$262.5B
Discretionary$155.6B
Non-Disc.$106.8B
Employees21,003
Clients20,536
DateSep 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateAug 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateAug 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateJul 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateJun 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateJun 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateMay 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateApr 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateApr 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateMar 2017
Total AUM$204.2B
Discretionary$141.9B
Non-Disc.$62.3B
Employees21,003
Clients1,118,400
DateMar 2017
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateFeb 2017
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateFeb 2017
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateJan 2017
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateDec 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateOct 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateSep 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateAug 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateJul 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateJun 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateJun 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateMay 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateApr 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateMar 2016
Total AUM$140.4B
Discretionary$131.1B
Non-Disc.$9.3B
Employees20,069
Clients672,600
DateMar 2016
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateFeb 2016
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateJan 2016
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateDec 2015
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateNov 2015
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateOct 2015
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateSep 2015
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateAug 2015
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateJul 2015
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateJun 2015
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateMay 2015
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateMar 2015
Total AUM$135.6B
Discretionary$126.7B
Non-Disc.$8.8B
Employees20,021
Clients623,400
DateFeb 2015
Total AUM$115B
Discretionary$107B
Non-Disc.$7.9B
Employees18,233
Clients530,000
DateJan 2015
Total AUM$115B
Discretionary$107B
Non-Disc.$7.9B
Employees18,233
Clients530,000
DateDec 2014
Total AUM$115B
Discretionary$107B
Non-Disc.$7.9B
Employees18,233
Clients530,000
DateNov 2014
Total AUM$115B
Discretionary$107B
Non-Disc.$7.9B
Employees18,233
Clients530,000
DateOct 2014
Total AUM$115B
Discretionary$107B
Non-Disc.$7.9B
Employees18,233
Clients530,000
DateJul 2014
Total AUM$115B
Discretionary$107B
Non-Disc.$7.9B
Employees18,233
Clients530,000
DateMay 2014
Total AUM$115B
Discretionary$107B
Non-Disc.$7.9B
Employees18,233
Clients530,000
DateMar 2014
Total AUM$115B
Discretionary$107B
Non-Disc.$7.9B
Employees18,233
Clients530,000
DateFeb 2014
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateJan 2014
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateDec 2013
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateNov 2013
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateOct 2013
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateSep 2013
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateJul 2013
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateJun 2013
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateApr 2013
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateApr 2013
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateMar 2013
Total AUM$87.5B
Discretionary$81B
Non-Disc.$6.5B
Employees17,587
Clients472,500
DateJan 2013
Total AUM$68.6B
Discretionary$63.3B
Non-Disc.$5.3B
Employees16,945
Clients417,900
DateNov 2012
Total AUM$68.6B
Discretionary$63.3B
Non-Disc.$5.3B
Employees16,945
Clients417,900
DateOct 2012
Total AUM$68.6B
Discretionary$63.3B
Non-Disc.$5.3B
Employees16,945
Clients417,900
DateSep 2012
Total AUM$68.6B
Discretionary$63.3B
Non-Disc.$5.3B
Employees--
Clients417,900
DateJul 2012
Total AUM$68.6B
Discretionary$63.3B
Non-Disc.$5.3B
Employees--
Clients417,900
DateJul 2012
Total AUM$68.6B
Discretionary$63.3B
Non-Disc.$5.3B
Employees--
Clients417,900
DateMay 2012
Total AUM$68.6B
Discretionary$63.3B
Non-Disc.$5.3B
Employees--
Clients417,900
DateApr 2012
Total AUM$68.6B
Discretionary$63.3B
Non-Disc.$5.3B
Employees--
Clients417,900
DateMar 2012
Total AUM$68.6B
Discretionary$63.3B
Non-Disc.$5.3B
Employees--
Clients417,900
DateDec 2011
Total AUM$53.7B
Discretionary$51.3B
Non-Disc.$2.3B
Employees--
Clients253,000
DateMar 2011
Total AUM$53.7B
Discretionary$51.3B
Non-Disc.$2.3B
Employees--
Clients--
DateNov 2010
Total AUM$28.7B
Discretionary$25.6B
Non-Disc.$3.2B
Employees--
Clients--
DateSep 2010
Total AUM$28.7B
Discretionary$25.6B
Non-Disc.$3.2B
Employees--
Clients--
DateAug 2010
Total AUM$28.7B
Discretionary$25.6B
Non-Disc.$3.2B
Employees--
Clients--
DateJul 2010
Total AUM$28.7B
Discretionary$25.6B
Non-Disc.$3.2B
Employees--
Clients--
DateMay 2010
Total AUM$28.7B
Discretionary$25.6B
Non-Disc.$3.2B
Employees--
Clients--
DateMay 2010
Total AUM$28.7B
Discretionary$25.6B
Non-Disc.$3.2B
Employees--
Clients--
DateApr 2010
Total AUM$28.7B
Discretionary$25.6B
Non-Disc.$3.2B
Employees--
Clients--
DateMar 2010
Total AUM$28.7B
Discretionary$25.6B
Non-Disc.$3.2B
Employees--
Clients--
DateOct 2009
Total AUM$7.6B
Discretionary$4.5B
Non-Disc.$3.2B
Employees--
Clients--
DateApr 2009
Total AUM$7.6B
Discretionary$4.5B
Non-Disc.$3.2B
Employees--
Clients--
DateApr 2009
Total AUM$7.6B
Discretionary$4.5B
Non-Disc.$3.2B
Employees--
Clients--
DateMar 2009
Total AUM$7.6B
Discretionary$4.5B
Non-Disc.$3.2B
Employees--
Clients--
DateFeb 2009
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees--
Clients--
DateJan 2009
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees--
Clients--
DateMar 2008
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees--
Clients--
DateMar 2008
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees--
Clients--
DateApr 2007
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees--
Clients--
DateMar 2007
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$971.2M
Discretionary$971.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$971.2M
Discretionary$971.2M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$971.2M
Discretionary$971.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$971.2M
Discretionary$971.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$971.2M
Discretionary$971.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$491.5M
Discretionary$491.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$491.5M
Discretionary$491.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$491.5M
Discretionary$491.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2004
Total AUM$491.5M
Discretionary$491.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$491.5M
Discretionary$491.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$491.5M
Discretionary$491.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees10
Clients--