VOYA FINANCIAL ADVISORS, INC.
CRD #2882 SEC #801-46585 WINDSOR, CT 1-800-356-2906
SEC Registered Broker-Dealer Disclosures
Total AUM
$2.7B
Discretionary
$46.8M
Employees
563
Clients
101
Accounts
11,854
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.7B | $46.8M | $2.7B | 563 | 371 |
| Oct 2025 | $2.7B | $46.8M | $2.7B | 563 | 371 |
| Aug 2025 | $2.7B | $46.8M | $2.7B | 563 | 371 |
| Jun 2025 | $2.7B | $46.8M | $2.7B | 563 | 371 |
| Mar 2025 | $2.7B | $46.8M | $2.7B | 563 | 371 |
| Mar 2025 | $2.7B | $46.8M | $2.7B | 563 | 371 |
| Oct 2024 | $3.1B | $53.7M | $3B | 529 | 264 |
| Jul 2024 | $2.7B | $53.7M | $2.6B | 529 | 2,973 |
| Feb 2024 | $2.7B | $53.7M | $2.6B | 529 | 2,973 |
| Jan 2024 | $2.4B | $45.9M | $2.4B | 605 | 2,973 |
| Mar 2023 | $2.4B | $45.9M | $2.4B | 605 | 2,973 |
| Oct 2022 | $4.1B | $87.8M | $4B | 535 | 2,973 |
| Sep 2022 | $4.1B | $87.8M | $4B | 535 | 2,973 |
| Mar 2022 | $4.1B | $87.8M | $4B | 535 | 2,973 |
| Jan 2022 | $4.6B | $268.6M | $4.3B | 577 | 7,723 |
| Nov 2021 | $4.6B | $268.6M | $4.3B | 577 | 7,723 |
| Nov 2021 | $4.6B | $268.6M | $4.3B | 1,479 | 7,723 |
| Jun 2021 | $16.8B | $4.3B | $12.5B | 1,479 | 7,723 |
| Jun 2021 | $16.8B | $4.3B | $12.5B | 1,479 | 7,723 |
| May 2021 | $16.8B | $4.3B | $12.5B | 1,479 | 7,723 |
| Apr 2021 | $16.8B | $4.3B | $12.5B | 1,479 | 7,723 |
| Mar 2021 | $16.8B | $4.3B | $12.5B | 1,479 | 7,723 |
| Jan 2021 | $15.9B | $4.1B | $11.8B | 1,624 | 2,161 |
| Nov 2020 | $15.9B | $4.1B | $11.8B | 1,624 | 2,161 |
| Sep 2020 | $15.9B | $4.1B | $11.8B | 1,624 | 2,161 |
| Jun 2020 | $15.9B | $4.1B | $11.8B | 1,624 | 2,161 |
| Mar 2020 | $15.9B | $4.1B | $11.8B | 1,624 | 2,161 |
| Feb 2020 | $13.5B | $3.2B | $10.2B | 1,696 | 913 |
| Jan 2020 | $13.5B | $3.2B | $10.2B | 1,696 | 913 |
| Sep 2019 | $13.5B | $3.2B | $10.2B | 1,696 | 913 |
| Aug 2019 | $13.5B | $3.2B | $10.2B | 1,696 | 913 |
| Jul 2019 | $13.5B | $3.2B | $10.2B | 1,696 | 913 |
| Jul 2019 | $13.5B | $3.2B | $10.2B | 1,696 | 913 |
| May 2019 | $13.5B | $3.2B | $10.2B | 1,696 | 913 |
| Apr 2019 | $13.5B | $3.2B | $10.2B | 1,696 | 913 |
| Mar 2019 | $13.5B | $3.2B | $10.2B | 1,696 | 913 |
| Jan 2019 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| Jan 2019 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| Oct 2018 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| Oct 2018 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| Oct 2018 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| Jun 2018 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| Jun 2018 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| May 2018 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| Apr 2018 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| Mar 2018 | $14.4B | $3.3B | $11.1B | 1,710 | 155 |
| Dec 2017 | $11.2B | $4.8B | $6.3B | 1,679 | 1,500 |
| Aug 2017 | $11.2B | $4.8B | $6.3B | 1,679 | 61,600 |
| Jul 2017 | $11.2B | $4.8B | $6.3B | 1,679 | 61,600 |
| Jun 2017 | $11.2B | $4.8B | $6.3B | 1,679 | 61,600 |
| May 2017 | $11.2B | $4.8B | $6.3B | 1,679 | 61,600 |
| Apr 2017 | $11.2B | $4.8B | $6.3B | 1,679 | 61,600 |
| Apr 2017 | $11.2B | $4.8B | $6.3B | 1,679 | 61,600 |
| Mar 2017 | $11.2B | $4.8B | $6.3B | 1,679 | 61,600 |
| Jan 2017 | $9.3B | $3.6B | $5.7B | 1,641 | 61,100 |
| Dec 2016 | $9.3B | $3.6B | $5.7B | 1,641 | 61,100 |
| Aug 2016 | $9.3B | $3.6B | $5.7B | 1,641 | 61,100 |
| Jul 2016 | $9.3B | $3.6B | $5.7B | 1,641 | 61,100 |
| Jun 2016 | $9.3B | $3.6B | $5.7B | 1,641 | 61,100 |
| May 2016 | $9.3B | $3.6B | $5.7B | 1,641 | 61,100 |
| Apr 2016 | $9.3B | $3.6B | $5.7B | 1,641 | 61,100 |
| Mar 2016 | $9.3B | $3.6B | $5.7B | 1,641 | 61,100 |
| Mar 2016 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Mar 2016 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Jan 2016 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Dec 2015 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Sep 2015 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Aug 2015 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Jun 2015 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Jun 2015 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Apr 2015 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Mar 2015 | $8.5B | $2.8B | $5.6B | 1,587 | 45,400 |
| Nov 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| Nov 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| Sep 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| Sep 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| Aug 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| May 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| May 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| Apr 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| Apr 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| Mar 2014 | $6.4B | $1.6B | $4.9B | 1,675 | 34,700 |
| Feb 2014 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Jan 2014 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Dec 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Oct 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Sep 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Jul 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Jun 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Jun 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Apr 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Apr 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Mar 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Mar 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Feb 2013 | $5.1B | $1.1B | $4.1B | 1,577 | 26,700 |
| Jan 2013 | $4.3B | $544.6M | $3.8B | 1,511 | 15,000 |
| Nov 2012 | $4.3B | $544.6M | $3.8B | 1,511 | 15,000 |
| Oct 2012 | $4.3B | $544.6M | $3.8B | -- | 15,000 |
| Aug 2012 | $4.3B | $544.6M | $3.8B | -- | 15,000 |
| Jul 2012 | $4.3B | $544.6M | $3.8B | -- | 15,000 |
| May 2012 | $4.3B | $544.6M | $3.8B | -- | 15,000 |
| May 2012 | $4.3B | $544.6M | $3.8B | -- | 15,000 |
| Apr 2012 | $4.3B | $544.6M | $3.8B | -- | 15,000 |
| Mar 2012 | $4.3B | $544.6M | $3.8B | -- | 15,000 |
| Feb 2012 | $4.3B | $544.6M | $3.8B | -- | 15,000 |
| Feb 2012 | $3B | $439.7M | $2.6B | -- | 15,000 |
| Jan 2012 | $3B | $439.7M | $2.6B | -- | 15,000 |
| Nov 2011 | $3B | $439.7M | $2.6B | -- | 15,000 |
| Nov 2011 | $3B | $439.7M | $2.6B | -- | 15,000 |
| Aug 2011 | $3B | $439.7M | $2.6B | -- | -- |
| Apr 2011 | $3B | $439.7M | $2.6B | -- | -- |
| Mar 2011 | $3B | $439.7M | $2.6B | -- | -- |
| Jan 2011 | $2.7B | $212.7M | $2.5B | -- | -- |
| Mar 2010 | $2.7B | $212.7M | $2.5B | -- | -- |
| Mar 2010 | $2.7B | $212.7M | $2.5B | -- | -- |
| May 2009 | $2.1B | $1.9B | $153.3M | 501 | -- |
| Apr 2009 | $2.1B | $1.9B | $153.3M | 501 | -- |
| Apr 2009 | $2.1B | $1.9B | $153.3M | 501 | -- |
| Mar 2009 | $2.1B | $1.9B | $153.3M | 501 | -- |
| Feb 2009 | $2.1B | $1.9B | $153.3M | 501 | -- |
| Sep 2008 | $2.6B | $115.5M | $2.5B | 501 | -- |
| Dec 2007 | $1.9B | $57.5M | $1.8B | 501 | -- |
| Oct 2007 | $1.9B | $57.5M | $1.8B | 501 | -- |
| Sep 2007 | $1.9B | $57.5M | $1.8B | 501 | -- |
| Jun 2007 | $1.9B | $57.5M | $1.8B | 501 | -- |
| May 2007 | $1.9B | $57.5M | $1.8B | 501 | -- |
| Apr 2007 | $1.9B | $57.5M | $1.8B | 501 | -- |
| Mar 2007 | $1.9B | $57.5M | $1.8B | 501 | -- |
| Mar 2007 | $1.9B | $57.5M | $1.8B | 501 | -- |
| Dec 2006 | $1.2B | $41.9M | $1.2B | 501 | -- |
| Mar 2006 | $1.2B | $41.9M | $1.2B | 501 | -- |
| Jan 2006 | $743M | $44.9M | $698.1M | 501 | -- |
| Nov 2005 | $743M | $44.9M | $698.1M | 501 | -- |
| Oct 2005 | $743M | $44.9M | $698.1M | 501 | -- |
| Sep 2005 | $743M | $44.9M | $698.1M | 501 | -- |
| Feb 2005 | $441.7M | $0 | $441.7M | 501 | -- |
| Aug 2004 | $441.7M | $0 | $441.7M | 501 | -- |
| Jul 2004 | $441.7M | $0 | $441.7M | 501 | -- |
| Jul 2004 | $441.7M | $0 | $441.7M | 501 | -- |
| Jul 2004 | $441.7M | $0 | $441.7M | 501 | -- |
| Jun 2004 | $441.7M | $0 | $441.7M | 501 | -- |
| Apr 2004 | $441.7M | $0 | $441.7M | 501 | -- |
| Apr 2004 | $441.7M | $0 | $441.7M | 501 | -- |
| Jan 2004 | $127.9M | $0 | $127.9M | 501 | -- |
| Jan 2004 | $127.9M | $0 | $127.9M | 501 | -- |
| Dec 2003 | $127.9M | $0 | $127.9M | 501 | -- |
| Oct 2003 | $127.9M | $0 | $127.9M | 501 | -- |
| Apr 2002 | $134.9M | $0 | $134.9M | 501 | -- |
DateDec 2025
Total AUM$2.7B
Discretionary$46.8M
Non-Disc.$2.7B
Employees563
Clients371
DateOct 2025
Total AUM$2.7B
Discretionary$46.8M
Non-Disc.$2.7B
Employees563
Clients371
DateAug 2025
Total AUM$2.7B
Discretionary$46.8M
Non-Disc.$2.7B
Employees563
Clients371
DateJun 2025
Total AUM$2.7B
Discretionary$46.8M
Non-Disc.$2.7B
Employees563
Clients371
DateMar 2025
Total AUM$2.7B
Discretionary$46.8M
Non-Disc.$2.7B
Employees563
Clients371
DateMar 2025
Total AUM$2.7B
Discretionary$46.8M
Non-Disc.$2.7B
Employees563
Clients371
DateOct 2024
Total AUM$3.1B
Discretionary$53.7M
Non-Disc.$3B
Employees529
Clients264
DateJul 2024
Total AUM$2.7B
Discretionary$53.7M
Non-Disc.$2.6B
Employees529
Clients2,973
DateFeb 2024
Total AUM$2.7B
Discretionary$53.7M
Non-Disc.$2.6B
Employees529
Clients2,973
DateJan 2024
Total AUM$2.4B
Discretionary$45.9M
Non-Disc.$2.4B
Employees605
Clients2,973
DateMar 2023
Total AUM$2.4B
Discretionary$45.9M
Non-Disc.$2.4B
Employees605
Clients2,973
DateOct 2022
Total AUM$4.1B
Discretionary$87.8M
Non-Disc.$4B
Employees535
Clients2,973
DateSep 2022
Total AUM$4.1B
Discretionary$87.8M
Non-Disc.$4B
Employees535
Clients2,973
DateMar 2022
Total AUM$4.1B
Discretionary$87.8M
Non-Disc.$4B
Employees535
Clients2,973
DateJan 2022
Total AUM$4.6B
Discretionary$268.6M
Non-Disc.$4.3B
Employees577
Clients7,723
DateNov 2021
Total AUM$4.6B
Discretionary$268.6M
Non-Disc.$4.3B
Employees577
Clients7,723
DateNov 2021
Total AUM$4.6B
Discretionary$268.6M
Non-Disc.$4.3B
Employees1,479
Clients7,723
DateJun 2021
Total AUM$16.8B
Discretionary$4.3B
Non-Disc.$12.5B
Employees1,479
Clients7,723
DateJun 2021
Total AUM$16.8B
Discretionary$4.3B
Non-Disc.$12.5B
Employees1,479
Clients7,723
DateMay 2021
Total AUM$16.8B
Discretionary$4.3B
Non-Disc.$12.5B
Employees1,479
Clients7,723
DateApr 2021
Total AUM$16.8B
Discretionary$4.3B
Non-Disc.$12.5B
Employees1,479
Clients7,723
DateMar 2021
Total AUM$16.8B
Discretionary$4.3B
Non-Disc.$12.5B
Employees1,479
Clients7,723
DateJan 2021
Total AUM$15.9B
Discretionary$4.1B
Non-Disc.$11.8B
Employees1,624
Clients2,161
DateNov 2020
Total AUM$15.9B
Discretionary$4.1B
Non-Disc.$11.8B
Employees1,624
Clients2,161
DateSep 2020
Total AUM$15.9B
Discretionary$4.1B
Non-Disc.$11.8B
Employees1,624
Clients2,161
DateJun 2020
Total AUM$15.9B
Discretionary$4.1B
Non-Disc.$11.8B
Employees1,624
Clients2,161
DateMar 2020
Total AUM$15.9B
Discretionary$4.1B
Non-Disc.$11.8B
Employees1,624
Clients2,161
DateFeb 2020
Total AUM$13.5B
Discretionary$3.2B
Non-Disc.$10.2B
Employees1,696
Clients913
DateJan 2020
Total AUM$13.5B
Discretionary$3.2B
Non-Disc.$10.2B
Employees1,696
Clients913
DateSep 2019
Total AUM$13.5B
Discretionary$3.2B
Non-Disc.$10.2B
Employees1,696
Clients913
DateAug 2019
Total AUM$13.5B
Discretionary$3.2B
Non-Disc.$10.2B
Employees1,696
Clients913
DateJul 2019
Total AUM$13.5B
Discretionary$3.2B
Non-Disc.$10.2B
Employees1,696
Clients913
DateJul 2019
Total AUM$13.5B
Discretionary$3.2B
Non-Disc.$10.2B
Employees1,696
Clients913
DateMay 2019
Total AUM$13.5B
Discretionary$3.2B
Non-Disc.$10.2B
Employees1,696
Clients913
DateApr 2019
Total AUM$13.5B
Discretionary$3.2B
Non-Disc.$10.2B
Employees1,696
Clients913
DateMar 2019
Total AUM$13.5B
Discretionary$3.2B
Non-Disc.$10.2B
Employees1,696
Clients913
DateJan 2019
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateJan 2019
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateOct 2018
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateOct 2018
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateOct 2018
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateJun 2018
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateJun 2018
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateMay 2018
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateApr 2018
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateMar 2018
Total AUM$14.4B
Discretionary$3.3B
Non-Disc.$11.1B
Employees1,710
Clients155
DateDec 2017
Total AUM$11.2B
Discretionary$4.8B
Non-Disc.$6.3B
Employees1,679
Clients1,500
DateAug 2017
Total AUM$11.2B
Discretionary$4.8B
Non-Disc.$6.3B
Employees1,679
Clients61,600
DateJul 2017
Total AUM$11.2B
Discretionary$4.8B
Non-Disc.$6.3B
Employees1,679
Clients61,600
DateJun 2017
Total AUM$11.2B
Discretionary$4.8B
Non-Disc.$6.3B
Employees1,679
Clients61,600
DateMay 2017
Total AUM$11.2B
Discretionary$4.8B
Non-Disc.$6.3B
Employees1,679
Clients61,600
DateApr 2017
Total AUM$11.2B
Discretionary$4.8B
Non-Disc.$6.3B
Employees1,679
Clients61,600
DateApr 2017
Total AUM$11.2B
Discretionary$4.8B
Non-Disc.$6.3B
Employees1,679
Clients61,600
DateMar 2017
Total AUM$11.2B
Discretionary$4.8B
Non-Disc.$6.3B
Employees1,679
Clients61,600
DateJan 2017
Total AUM$9.3B
Discretionary$3.6B
Non-Disc.$5.7B
Employees1,641
Clients61,100
DateDec 2016
Total AUM$9.3B
Discretionary$3.6B
Non-Disc.$5.7B
Employees1,641
Clients61,100
DateAug 2016
Total AUM$9.3B
Discretionary$3.6B
Non-Disc.$5.7B
Employees1,641
Clients61,100
DateJul 2016
Total AUM$9.3B
Discretionary$3.6B
Non-Disc.$5.7B
Employees1,641
Clients61,100
DateJun 2016
Total AUM$9.3B
Discretionary$3.6B
Non-Disc.$5.7B
Employees1,641
Clients61,100
DateMay 2016
Total AUM$9.3B
Discretionary$3.6B
Non-Disc.$5.7B
Employees1,641
Clients61,100
DateApr 2016
Total AUM$9.3B
Discretionary$3.6B
Non-Disc.$5.7B
Employees1,641
Clients61,100
DateMar 2016
Total AUM$9.3B
Discretionary$3.6B
Non-Disc.$5.7B
Employees1,641
Clients61,100
DateMar 2016
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateMar 2016
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateJan 2016
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateDec 2015
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateSep 2015
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateAug 2015
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateJun 2015
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateJun 2015
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateApr 2015
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateMar 2015
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.6B
Employees1,587
Clients45,400
DateNov 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateNov 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateSep 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateSep 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateAug 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateMay 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateMay 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateApr 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateApr 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateMar 2014
Total AUM$6.4B
Discretionary$1.6B
Non-Disc.$4.9B
Employees1,675
Clients34,700
DateFeb 2014
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateJan 2014
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateDec 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateOct 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateSep 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateJul 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateJun 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateJun 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateApr 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateApr 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateMar 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateMar 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateFeb 2013
Total AUM$5.1B
Discretionary$1.1B
Non-Disc.$4.1B
Employees1,577
Clients26,700
DateJan 2013
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees1,511
Clients15,000
DateNov 2012
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees1,511
Clients15,000
DateOct 2012
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees--
Clients15,000
DateAug 2012
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees--
Clients15,000
DateJul 2012
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees--
Clients15,000
DateMay 2012
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees--
Clients15,000
DateMay 2012
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees--
Clients15,000
DateApr 2012
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees--
Clients15,000
DateMar 2012
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees--
Clients15,000
DateFeb 2012
Total AUM$4.3B
Discretionary$544.6M
Non-Disc.$3.8B
Employees--
Clients15,000
DateFeb 2012
Total AUM$3B
Discretionary$439.7M
Non-Disc.$2.6B
Employees--
Clients15,000
DateJan 2012
Total AUM$3B
Discretionary$439.7M
Non-Disc.$2.6B
Employees--
Clients15,000
DateNov 2011
Total AUM$3B
Discretionary$439.7M
Non-Disc.$2.6B
Employees--
Clients15,000
DateNov 2011
Total AUM$3B
Discretionary$439.7M
Non-Disc.$2.6B
Employees--
Clients15,000
DateAug 2011
Total AUM$3B
Discretionary$439.7M
Non-Disc.$2.6B
Employees--
Clients--
DateApr 2011
Total AUM$3B
Discretionary$439.7M
Non-Disc.$2.6B
Employees--
Clients--
DateMar 2011
Total AUM$3B
Discretionary$439.7M
Non-Disc.$2.6B
Employees--
Clients--
DateJan 2011
Total AUM$2.7B
Discretionary$212.7M
Non-Disc.$2.5B
Employees--
Clients--
DateMar 2010
Total AUM$2.7B
Discretionary$212.7M
Non-Disc.$2.5B
Employees--
Clients--
DateMar 2010
Total AUM$2.7B
Discretionary$212.7M
Non-Disc.$2.5B
Employees--
Clients--
DateMay 2009
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$153.3M
Employees501
Clients--
DateApr 2009
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$153.3M
Employees501
Clients--
DateApr 2009
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$153.3M
Employees501
Clients--
DateMar 2009
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$153.3M
Employees501
Clients--
DateFeb 2009
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$153.3M
Employees501
Clients--
DateSep 2008
Total AUM$2.6B
Discretionary$115.5M
Non-Disc.$2.5B
Employees501
Clients--
DateDec 2007
Total AUM$1.9B
Discretionary$57.5M
Non-Disc.$1.8B
Employees501
Clients--
DateOct 2007
Total AUM$1.9B
Discretionary$57.5M
Non-Disc.$1.8B
Employees501
Clients--
DateSep 2007
Total AUM$1.9B
Discretionary$57.5M
Non-Disc.$1.8B
Employees501
Clients--
DateJun 2007
Total AUM$1.9B
Discretionary$57.5M
Non-Disc.$1.8B
Employees501
Clients--
DateMay 2007
Total AUM$1.9B
Discretionary$57.5M
Non-Disc.$1.8B
Employees501
Clients--
DateApr 2007
Total AUM$1.9B
Discretionary$57.5M
Non-Disc.$1.8B
Employees501
Clients--
DateMar 2007
Total AUM$1.9B
Discretionary$57.5M
Non-Disc.$1.8B
Employees501
Clients--
DateMar 2007
Total AUM$1.9B
Discretionary$57.5M
Non-Disc.$1.8B
Employees501
Clients--
DateDec 2006
Total AUM$1.2B
Discretionary$41.9M
Non-Disc.$1.2B
Employees501
Clients--
DateMar 2006
Total AUM$1.2B
Discretionary$41.9M
Non-Disc.$1.2B
Employees501
Clients--
DateJan 2006
Total AUM$743M
Discretionary$44.9M
Non-Disc.$698.1M
Employees501
Clients--
DateNov 2005
Total AUM$743M
Discretionary$44.9M
Non-Disc.$698.1M
Employees501
Clients--
DateOct 2005
Total AUM$743M
Discretionary$44.9M
Non-Disc.$698.1M
Employees501
Clients--
DateSep 2005
Total AUM$743M
Discretionary$44.9M
Non-Disc.$698.1M
Employees501
Clients--
DateFeb 2005
Total AUM$441.7M
Discretionary$0
Non-Disc.$441.7M
Employees501
Clients--
DateAug 2004
Total AUM$441.7M
Discretionary$0
Non-Disc.$441.7M
Employees501
Clients--
DateJul 2004
Total AUM$441.7M
Discretionary$0
Non-Disc.$441.7M
Employees501
Clients--
DateJul 2004
Total AUM$441.7M
Discretionary$0
Non-Disc.$441.7M
Employees501
Clients--
DateJul 2004
Total AUM$441.7M
Discretionary$0
Non-Disc.$441.7M
Employees501
Clients--
DateJun 2004
Total AUM$441.7M
Discretionary$0
Non-Disc.$441.7M
Employees501
Clients--
DateApr 2004
Total AUM$441.7M
Discretionary$0
Non-Disc.$441.7M
Employees501
Clients--
DateApr 2004
Total AUM$441.7M
Discretionary$0
Non-Disc.$441.7M
Employees501
Clients--
DateJan 2004
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees501
Clients--
DateJan 2004
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees501
Clients--
DateDec 2003
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees501
Clients--
DateOct 2003
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees501
Clients--
DateApr 2002
Total AUM$134.9M
Discretionary$0
Non-Disc.$134.9M
Employees501
Clients--