WOODBURY FINANCIAL SERVICES, INC.
CRD #421 SEC #801-54905 OAKDALE, MN 800-800-2638
SEC Registered Broker-Dealer Disclosures
Total AUM
$19.3B
Discretionary
$16.2B
Employees
3,002
Clients
--
Accounts
101,950
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Dec 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Dec 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Nov 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Nov 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Oct 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Oct 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Sep 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Aug 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Aug 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Aug 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Jul 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Jul 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Jun 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| May 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Apr 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Apr 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Apr 2023 | $19.3B | $16.2B | $3B | 3,002 | 14,259 |
| Mar 2023 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Mar 2023 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Feb 2023 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Dec 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Dec 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Nov 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Nov 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Oct 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Sep 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Aug 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Jul 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Jun 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| May 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| May 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Apr 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Mar 2022 | $21.3B | $17.6B | $3.7B | 3,216 | 9,405 |
| Mar 2022 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Feb 2022 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Jan 2022 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Jan 2022 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Dec 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Nov 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Oct 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Sep 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Aug 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Aug 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Jul 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Jun 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Jun 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| May 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Apr 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Mar 2021 | $15.6B | $12.3B | $3.2B | 3,008 | 9,051 |
| Feb 2021 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Feb 2021 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Jan 2021 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Jan 2021 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Dec 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Dec 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Nov 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Oct 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Oct 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Sep 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Aug 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Aug 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Jul 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Jun 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Jun 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Jun 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| May 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Apr 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Mar 2020 | $11.6B | $8.6B | $3B | 2,257 | 8,513 |
| Mar 2020 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Mar 2020 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Feb 2020 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Feb 2020 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Jan 2020 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Dec 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Dec 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Nov 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Oct 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Sep 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Aug 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Aug 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Jul 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Jun 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Jun 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| May 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| May 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Apr 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Apr 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Mar 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Mar 2019 | $7.6B | $3.7B | $3.9B | 1,925 | 8,926 |
| Mar 2019 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Feb 2019 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Jan 2019 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Dec 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Nov 2018 | $6.8B | $2.8B | $3.9B | 1,945 | 8,258 |
| Nov 2018 | $6.8B | $2.8B | $3.9B | 1,945 | 8,258 |
| Oct 2018 | $6.8B | $2.8B | $3.9B | 1,945 | 8,258 |
| Sep 2018 | $6.8B | $2.8B | $3.9B | 1,945 | 8,258 |
| Aug 2018 | $6.8B | $2.8B | $3.9B | 1,945 | 8,258 |
| Aug 2018 | $6.8B | $2.8B | $3.9B | 1,945 | 8,258 |
| Aug 2018 | $6.8B | $2.8B | $3.9B | 1,945 | 8,258 |
| Jul 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Jul 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Jun 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| May 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| May 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Apr 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Apr 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Apr 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Mar 2018 | $5.7B | $2.8B | $2.9B | 1,945 | 8,258 |
| Mar 2018 | $3.3B | $1.2B | $2B | 1,527 | 9,034 |
| Feb 2018 | $3.3B | $1.2B | $2B | 1,527 | 9,034 |
| Jan 2018 | $3.3B | $1.2B | $2B | 1,527 | 9,034 |
| Jan 2018 | $3.3B | $1.2B | $2B | 1,527 | 9,034 |
| Dec 2017 | $3.3B | $1.2B | $2B | 1,527 | 9,034 |
| Nov 2017 | $3.3B | $1.2B | $2B | 1,527 | 9,034 |
| Oct 2017 | $3.3B | $1.2B | $2B | 1,527 | 9,034 |
| Oct 2017 | $3.3B | $1.2B | $2B | 1,527 | 9,034 |
| Sep 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Aug 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Jul 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Jul 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Jun 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Jun 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Jun 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| May 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Apr 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Apr 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Mar 2017 | $3.3B | $1.2B | $2B | 1,527 | 23,400 |
| Mar 2017 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Feb 2017 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Feb 2017 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Jan 2017 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Jan 2017 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Dec 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Dec 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Nov 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Nov 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Aug 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Aug 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Jun 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Mar 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Feb 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Feb 2016 | $2.7B | $763M | $1.9B | 1,674 | 20,600 |
| Jan 2016 | $2.5B | $605.5M | $1.9B | 1,674 | 20,700 |
| Oct 2015 | $2.3B | $404.2M | $1.9B | 1,580 | 18,470 |
| Sep 2015 | $2.3B | $404.2M | $1.9B | 1,580 | 18,470 |
| Mar 2015 | $2.3B | $404.2M | $1.9B | 1,580 | 18,470 |
| Dec 2014 | $2.2B | $111M | $2.1B | 1,445 | 15,600 |
| Dec 2014 | $2.2B | $111M | $2.1B | 1,445 | 15,600 |
| Oct 2014 | $2.2B | $111M | $2.1B | 1,445 | 15,600 |
| Jul 2014 | $2.2B | $111M | $2.1B | 1,445 | 15,600 |
| May 2014 | $2.2B | $111M | $2.1B | 1,445 | 15,600 |
| Mar 2014 | $2.2B | $111M | $2.1B | 1,445 | 15,600 |
| Feb 2014 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Jan 2014 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Jan 2014 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Jan 2014 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Dec 2013 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Sep 2013 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Jul 2013 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Jul 2013 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| May 2013 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| May 2013 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Apr 2013 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Apr 2013 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Apr 2013 | $1.6B | $94M | $1.5B | 1,525 | 16,800 |
| Feb 2013 | $1.8B | $47.6M | $1.8B | 1,475 | 17,300 |
| Feb 2013 | $1.8B | $47.6M | $1.8B | 1,475 | 17,300 |
| Jan 2013 | $1.8B | $47.6M | $1.8B | 1,475 | 17,300 |
| Dec 2012 | $1.8B | $47.6M | $1.8B | 1,475 | 17,300 |
| Apr 2012 | $1.8B | $47.6M | $1.8B | -- | 17,300 |
| Mar 2012 | $1.8B | $47.6M | $1.8B | -- | 17,300 |
| Mar 2012 | $1.6B | $14.8M | $1.6B | -- | 14,500 |
| Feb 2012 | $1.6B | $14.8M | $1.6B | -- | 14,500 |
| Feb 2012 | $1.6B | $14.8M | $1.6B | -- | 14,500 |
| Feb 2012 | $1.6B | $14.8M | $1.6B | -- | 14,500 |
| Jan 2012 | $1.6B | $14.8M | $1.6B | -- | 14,500 |
| Aug 2011 | $2.3B | $526.8K | $2.3B | -- | -- |
| May 2011 | $2.3B | $526.8K | $2.3B | -- | -- |
| Apr 2011 | $2.3B | $526.8K | $2.3B | -- | -- |
| Mar 2011 | $2.3B | $526.8K | $2.3B | -- | -- |
| Nov 2010 | $764M | $0 | $764M | -- | -- |
| Oct 2010 | $764M | $0 | $764M | -- | -- |
| Sep 2010 | $764M | $0 | $764M | -- | -- |
| May 2010 | $764M | $0 | $764M | -- | -- |
| May 2010 | $764M | $0 | $764M | -- | -- |
| Apr 2010 | $764M | $0 | $764M | -- | -- |
| Oct 2009 | $610M | $0 | $610M | -- | -- |
| Sep 2009 | $610M | $0 | $610M | -- | -- |
| Jul 2009 | $610M | $0 | $610M | -- | -- |
| May 2009 | $610M | $0 | $610M | -- | -- |
| Jan 2008 | $1B | $0 | $1B | 501 | -- |
| Sep 2007 | $1B | $0 | $1B | 501 | -- |
| Aug 2007 | $1B | $0 | $1B | 501 | -- |
| Apr 2007 | $1B | $0 | $1B | 501 | -- |
DateJan 2024
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateDec 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateDec 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateNov 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateNov 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateOct 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateOct 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateSep 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateAug 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateAug 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateAug 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateJul 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateJul 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateJun 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateMay 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateApr 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateApr 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateApr 2023
Total AUM$19.3B
Discretionary$16.2B
Non-Disc.$3B
Employees3,002
Clients14,259
DateMar 2023
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateMar 2023
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateFeb 2023
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateDec 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateDec 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateNov 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateNov 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateOct 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateSep 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateAug 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateJul 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateJun 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateMay 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateMay 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateApr 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateMar 2022
Total AUM$21.3B
Discretionary$17.6B
Non-Disc.$3.7B
Employees3,216
Clients9,405
DateMar 2022
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateFeb 2022
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateJan 2022
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateJan 2022
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateDec 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateNov 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateOct 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateSep 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateAug 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateAug 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateJul 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateJun 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateJun 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateMay 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateApr 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateMar 2021
Total AUM$15.6B
Discretionary$12.3B
Non-Disc.$3.2B
Employees3,008
Clients9,051
DateFeb 2021
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateFeb 2021
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateJan 2021
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateJan 2021
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateDec 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateDec 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateNov 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateOct 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateOct 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateSep 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateAug 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateAug 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateJul 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateJun 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateJun 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateJun 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateMay 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateApr 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateMar 2020
Total AUM$11.6B
Discretionary$8.6B
Non-Disc.$3B
Employees2,257
Clients8,513
DateMar 2020
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateMar 2020
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateFeb 2020
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateFeb 2020
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateJan 2020
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateDec 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateDec 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateNov 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateOct 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateSep 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateAug 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateAug 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateJul 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateJun 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateJun 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateMay 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateMay 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateApr 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateApr 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateMar 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateMar 2019
Total AUM$7.6B
Discretionary$3.7B
Non-Disc.$3.9B
Employees1,925
Clients8,926
DateMar 2019
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateFeb 2019
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateJan 2019
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateDec 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateNov 2018
Total AUM$6.8B
Discretionary$2.8B
Non-Disc.$3.9B
Employees1,945
Clients8,258
DateNov 2018
Total AUM$6.8B
Discretionary$2.8B
Non-Disc.$3.9B
Employees1,945
Clients8,258
DateOct 2018
Total AUM$6.8B
Discretionary$2.8B
Non-Disc.$3.9B
Employees1,945
Clients8,258
DateSep 2018
Total AUM$6.8B
Discretionary$2.8B
Non-Disc.$3.9B
Employees1,945
Clients8,258
DateAug 2018
Total AUM$6.8B
Discretionary$2.8B
Non-Disc.$3.9B
Employees1,945
Clients8,258
DateAug 2018
Total AUM$6.8B
Discretionary$2.8B
Non-Disc.$3.9B
Employees1,945
Clients8,258
DateAug 2018
Total AUM$6.8B
Discretionary$2.8B
Non-Disc.$3.9B
Employees1,945
Clients8,258
DateJul 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateJul 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateJun 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateMay 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateMay 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateApr 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateApr 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateApr 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateMar 2018
Total AUM$5.7B
Discretionary$2.8B
Non-Disc.$2.9B
Employees1,945
Clients8,258
DateMar 2018
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients9,034
DateFeb 2018
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients9,034
DateJan 2018
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients9,034
DateJan 2018
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients9,034
DateDec 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients9,034
DateNov 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients9,034
DateOct 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients9,034
DateOct 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients9,034
DateSep 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateAug 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateJul 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateJul 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateJun 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateJun 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateJun 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateMay 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateApr 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateApr 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateMar 2017
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2B
Employees1,527
Clients23,400
DateMar 2017
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateFeb 2017
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateFeb 2017
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateJan 2017
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateJan 2017
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateDec 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateDec 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateNov 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateNov 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateAug 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateAug 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateJun 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateMar 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateFeb 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateFeb 2016
Total AUM$2.7B
Discretionary$763M
Non-Disc.$1.9B
Employees1,674
Clients20,600
DateJan 2016
Total AUM$2.5B
Discretionary$605.5M
Non-Disc.$1.9B
Employees1,674
Clients20,700
DateOct 2015
Total AUM$2.3B
Discretionary$404.2M
Non-Disc.$1.9B
Employees1,580
Clients18,470
DateSep 2015
Total AUM$2.3B
Discretionary$404.2M
Non-Disc.$1.9B
Employees1,580
Clients18,470
DateMar 2015
Total AUM$2.3B
Discretionary$404.2M
Non-Disc.$1.9B
Employees1,580
Clients18,470
DateDec 2014
Total AUM$2.2B
Discretionary$111M
Non-Disc.$2.1B
Employees1,445
Clients15,600
DateDec 2014
Total AUM$2.2B
Discretionary$111M
Non-Disc.$2.1B
Employees1,445
Clients15,600
DateOct 2014
Total AUM$2.2B
Discretionary$111M
Non-Disc.$2.1B
Employees1,445
Clients15,600
DateJul 2014
Total AUM$2.2B
Discretionary$111M
Non-Disc.$2.1B
Employees1,445
Clients15,600
DateMay 2014
Total AUM$2.2B
Discretionary$111M
Non-Disc.$2.1B
Employees1,445
Clients15,600
DateMar 2014
Total AUM$2.2B
Discretionary$111M
Non-Disc.$2.1B
Employees1,445
Clients15,600
DateFeb 2014
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateJan 2014
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateJan 2014
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateJan 2014
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateDec 2013
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateSep 2013
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateJul 2013
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateJul 2013
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateMay 2013
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateMay 2013
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateApr 2013
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateApr 2013
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateApr 2013
Total AUM$1.6B
Discretionary$94M
Non-Disc.$1.5B
Employees1,525
Clients16,800
DateFeb 2013
Total AUM$1.8B
Discretionary$47.6M
Non-Disc.$1.8B
Employees1,475
Clients17,300
DateFeb 2013
Total AUM$1.8B
Discretionary$47.6M
Non-Disc.$1.8B
Employees1,475
Clients17,300
DateJan 2013
Total AUM$1.8B
Discretionary$47.6M
Non-Disc.$1.8B
Employees1,475
Clients17,300
DateDec 2012
Total AUM$1.8B
Discretionary$47.6M
Non-Disc.$1.8B
Employees1,475
Clients17,300
DateApr 2012
Total AUM$1.8B
Discretionary$47.6M
Non-Disc.$1.8B
Employees--
Clients17,300
DateMar 2012
Total AUM$1.8B
Discretionary$47.6M
Non-Disc.$1.8B
Employees--
Clients17,300
DateMar 2012
Total AUM$1.6B
Discretionary$14.8M
Non-Disc.$1.6B
Employees--
Clients14,500
DateFeb 2012
Total AUM$1.6B
Discretionary$14.8M
Non-Disc.$1.6B
Employees--
Clients14,500
DateFeb 2012
Total AUM$1.6B
Discretionary$14.8M
Non-Disc.$1.6B
Employees--
Clients14,500
DateFeb 2012
Total AUM$1.6B
Discretionary$14.8M
Non-Disc.$1.6B
Employees--
Clients14,500
DateJan 2012
Total AUM$1.6B
Discretionary$14.8M
Non-Disc.$1.6B
Employees--
Clients14,500
DateAug 2011
Total AUM$2.3B
Discretionary$526.8K
Non-Disc.$2.3B
Employees--
Clients--
DateMay 2011
Total AUM$2.3B
Discretionary$526.8K
Non-Disc.$2.3B
Employees--
Clients--
DateApr 2011
Total AUM$2.3B
Discretionary$526.8K
Non-Disc.$2.3B
Employees--
Clients--
DateMar 2011
Total AUM$2.3B
Discretionary$526.8K
Non-Disc.$2.3B
Employees--
Clients--
DateNov 2010
Total AUM$764M
Discretionary$0
Non-Disc.$764M
Employees--
Clients--
DateOct 2010
Total AUM$764M
Discretionary$0
Non-Disc.$764M
Employees--
Clients--
DateSep 2010
Total AUM$764M
Discretionary$0
Non-Disc.$764M
Employees--
Clients--
DateMay 2010
Total AUM$764M
Discretionary$0
Non-Disc.$764M
Employees--
Clients--
DateMay 2010
Total AUM$764M
Discretionary$0
Non-Disc.$764M
Employees--
Clients--
DateApr 2010
Total AUM$764M
Discretionary$0
Non-Disc.$764M
Employees--
Clients--
DateOct 2009
Total AUM$610M
Discretionary$0
Non-Disc.$610M
Employees--
Clients--
DateSep 2009
Total AUM$610M
Discretionary$0
Non-Disc.$610M
Employees--
Clients--
DateJul 2009
Total AUM$610M
Discretionary$0
Non-Disc.$610M
Employees--
Clients--
DateMay 2009
Total AUM$610M
Discretionary$0
Non-Disc.$610M
Employees--
Clients--
DateJan 2008
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees501
Clients--
DateSep 2007
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees501
Clients--
DateAug 2007
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees501
Clients--
DateApr 2007
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees501
Clients--