LINCOLN INVESTMENT PLANNING, LLC
Legal name: LINCOLN INVESTMENT
CRD #519 SEC #801-14059 FORT WASHINGTON, PA 215-887-8111
SEC Registered Broker-Dealer Disclosures
Total AUM
$18.9B
Discretionary
$8.9B
Employees
1,293
Clients
251
Accounts
201,292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $18.9B | $8.9B | $10B | 1,293 | 688 |
| Aug 2025 | $18.9B | $8.9B | $10B | 1,293 | 688 |
| Mar 2025 | $18.9B | $8.9B | $10B | 1,293 | 688 |
| Nov 2024 | $17.2B | $8.3B | $9B | 1,297 | 679 |
| Nov 2024 | $17.2B | $8.3B | $9B | 1,297 | 679 |
| Apr 2024 | $17.2B | $8.3B | $9B | 1,297 | 679 |
| Apr 2024 | $17.2B | $8.3B | $9B | 1,297 | 679 |
| Mar 2024 | $17.2B | $8.3B | $9B | 1,297 | 679 |
| Feb 2024 | $15.4B | $7.7B | $7.7B | 1,294 | 681 |
| Mar 2023 | $15.4B | $7.7B | $7.7B | 1,294 | 681 |
| Nov 2022 | $17.7B | $9.1B | $8.6B | 1,314 | 567 |
| Aug 2022 | $17.7B | $9.1B | $8.6B | 1,314 | 567 |
| Aug 2022 | $17.7B | $9.1B | $8.6B | 1,314 | 567 |
| Aug 2022 | $17.7B | $9.1B | $8.6B | 1,314 | 567 |
| Aug 2022 | $17.7B | $9.1B | $8.6B | 1,314 | 567 |
| Apr 2022 | $17.7B | $9.1B | $8.6B | 1,314 | 567 |
| Mar 2022 | $17.7B | $9.1B | $8.6B | 1,314 | 567 |
| Mar 2022 | $15.3B | $8B | $7.2B | 1,317 | 343 |
| Feb 2022 | $15.3B | $8B | $7.2B | 1,317 | 343 |
| Jan 2022 | $15.3B | $8B | $7.2B | 1,317 | 343 |
| Nov 2021 | $15.3B | $8B | $7.2B | 1,317 | 343 |
| Mar 2021 | $15.3B | $8B | $7.2B | 1,317 | 343 |
| Jan 2021 | $13B | $7.2B | $5.8B | 1,272 | 246 |
| Sep 2020 | $13B | $7.2B | $5.8B | 1,272 | 246 |
| Jul 2020 | $13B | $7.2B | $5.8B | 1,272 | 246 |
| Jun 2020 | $13B | $7.2B | $5.8B | 1,272 | 246 |
| Apr 2020 | $13B | $7.2B | $5.8B | 1,272 | 246 |
| Mar 2020 | $13B | $7.2B | $5.8B | 1,272 | 246 |
| Sep 2019 | $9B | $5.2B | $3.9B | 1,279 | 161 |
| Mar 2019 | $9B | $5.2B | $3.9B | 1,279 | 161 |
| Oct 2018 | $8.1B | $4.7B | $3.4B | 1,231 | 143 |
| Sep 2018 | $8.1B | $4.7B | $3.4B | 1,231 | 143 |
| Mar 2018 | $8.1B | $4.7B | $3.4B | 1,231 | 143 |
| Sep 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Sep 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Sep 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Sep 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Sep 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Aug 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Aug 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Aug 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Aug 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Jul 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Jun 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| May 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Mar 2017 | $6.3B | $3.6B | $2.7B | 1,100 | 76,900 |
| Mar 2017 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Mar 2017 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Mar 2017 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Feb 2017 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Feb 2017 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Jan 2017 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Nov 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Nov 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Oct 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Oct 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Sep 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Aug 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Aug 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Jun 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| May 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Apr 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Mar 2016 | $6B | $3.7B | $2.3B | 936 | 70,700 |
| Mar 2016 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Mar 2016 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Mar 2016 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Feb 2016 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Feb 2016 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Jan 2016 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Jan 2016 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Dec 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Oct 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Oct 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Sep 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Sep 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Sep 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Sep 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Sep 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Sep 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Sep 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Aug 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Aug 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Aug 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Aug 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Jul 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Jun 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Jun 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Jun 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Jun 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| May 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Mar 2015 | $5.9B | $3.8B | $2.2B | 883 | 64,200 |
| Feb 2015 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Feb 2015 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Feb 2015 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jan 2015 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jan 2015 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jan 2015 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jan 2015 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jan 2015 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Dec 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Nov 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Nov 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Nov 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Nov 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Oct 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Sep 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jul 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jun 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jun 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jun 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jun 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| May 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| May 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Mar 2014 | $5.3B | $3.4B | $1.9B | 911 | 57,070 |
| Jan 2014 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Dec 2013 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Dec 2013 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Nov 2013 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Nov 2013 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Oct 2013 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Sep 2013 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Aug 2013 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Jun 2013 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Apr 2013 | $4.1B | $2.6B | $1.5B | 900 | 57,400 |
| Feb 2013 | $3.1B | $2.1B | $1.1B | 700 | 48,108 |
| Dec 2012 | $3.1B | $2.1B | $1.1B | 700 | 48,108 |
| Sep 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| Aug 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| Jul 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| Jun 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| Jun 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| Jun 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| May 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| Apr 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| Apr 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| Mar 2012 | $3.1B | $2.1B | $1.1B | 501 | 48,108 |
| Dec 2011 | $2.9B | $2.1B | $860.4M | 501 | 51,000 |
| Dec 2011 | $2.9B | $2.1B | $860.4M | 501 | 51,000 |
| Dec 2011 | $2.9B | $2.1B | $860.4M | 501 | 51,000 |
| Nov 2011 | $2.9B | $2.1B | $860.4M | 501 | 51,000 |
| Aug 2011 | $2.9B | $2.1B | $860.4M | 501 | -- |
| Aug 2011 | $2.9B | $2.1B | $860.4M | 501 | -- |
| Aug 2011 | $2.9B | $2.1B | $860.4M | 501 | -- |
| Aug 2011 | $2.9B | $2.1B | $860.4M | 501 | -- |
| Jul 2011 | $2.9B | $2.1B | $860.4M | 501 | -- |
| Jul 2011 | $2.9B | $2.1B | $860.4M | 501 | -- |
| Apr 2011 | $2.9B | $2.1B | $860.4M | 501 | -- |
| Mar 2011 | $2.9B | $2.1B | $860.4M | 501 | -- |
| Feb 2011 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Feb 2011 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Dec 2010 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Dec 2010 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Oct 2010 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Oct 2010 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Jun 2010 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Jun 2010 | $2.8B | $2.2B | $579.9M | 501 | -- |
| May 2010 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Apr 2010 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Apr 2010 | $2.8B | $2.2B | $579.9M | 501 | -- |
| Oct 2009 | $1.6B | $1.3B | $322.5M | 251 | -- |
| Sep 2009 | $1.6B | $1.3B | $322.5M | 251 | -- |
| Sep 2009 | $1.6B | $1.3B | $322.5M | 251 | -- |
| Jul 2009 | $1.6B | $1.3B | $322.5M | 251 | -- |
| Mar 2009 | $1.6B | $1.3B | $322.5M | 251 | -- |
| Feb 2009 | $2.1B | $1.9B | $266.7M | 251 | -- |
| Mar 2008 | $2.1B | $1.9B | $266.7M | 251 | -- |
| Mar 2008 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Feb 2008 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Jan 2008 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Jan 2008 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Nov 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Oct 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Sep 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Sep 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Aug 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Aug 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Aug 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Aug 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Jun 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| May 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Apr 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Mar 2007 | $1.9B | $1.7B | $173.1M | 251 | -- |
| Mar 2007 | $1.5B | $1.4B | $61.5M | 251 | -- |
| Feb 2007 | $1.5B | $1.4B | $61.5M | 251 | -- |
| Jan 2007 | $1.5B | $1.4B | $61.5M | 251 | -- |
| Jan 2007 | $1.5B | $1.4B | $61.5M | 251 | -- |
| Dec 2006 | $1.5B | $1.4B | $61.5M | 251 | -- |
| Dec 2006 | $1.5B | $1.4B | $61.5M | 251 | -- |
| Feb 2006 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Feb 2006 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Feb 2006 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Feb 2006 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Feb 2006 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Jan 2006 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Jan 2006 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Nov 2005 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Oct 2005 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Sep 2005 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Sep 2005 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Sep 2005 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Sep 2005 | $1.3B | $1.3B | $22.4M | 251 | -- |
| Jun 2005 | $1.1B | $1B | $69.2M | 251 | -- |
| May 2005 | $1.1B | $1B | $69.2M | 251 | -- |
| Jan 2005 | $1.1B | $1B | $69.2M | 251 | -- |
| Dec 2004 | $1.1B | $1B | $69.2M | 251 | -- |
| Mar 2004 | $1.1B | $1B | $69.2M | 251 | -- |
| Mar 2002 | $823M | $755M | $68M | 251 | -- |
| Mar 2002 | $847.2M | $765.6M | $81.6M | 251 | -- |
| Aug 2001 | $847.2M | $765.6M | $81.6M | 251 | -- |
DateSep 2025
Total AUM$18.9B
Discretionary$8.9B
Non-Disc.$10B
Employees1,293
Clients688
DateAug 2025
Total AUM$18.9B
Discretionary$8.9B
Non-Disc.$10B
Employees1,293
Clients688
DateMar 2025
Total AUM$18.9B
Discretionary$8.9B
Non-Disc.$10B
Employees1,293
Clients688
DateNov 2024
Total AUM$17.2B
Discretionary$8.3B
Non-Disc.$9B
Employees1,297
Clients679
DateNov 2024
Total AUM$17.2B
Discretionary$8.3B
Non-Disc.$9B
Employees1,297
Clients679
DateApr 2024
Total AUM$17.2B
Discretionary$8.3B
Non-Disc.$9B
Employees1,297
Clients679
DateApr 2024
Total AUM$17.2B
Discretionary$8.3B
Non-Disc.$9B
Employees1,297
Clients679
DateMar 2024
Total AUM$17.2B
Discretionary$8.3B
Non-Disc.$9B
Employees1,297
Clients679
DateFeb 2024
Total AUM$15.4B
Discretionary$7.7B
Non-Disc.$7.7B
Employees1,294
Clients681
DateMar 2023
Total AUM$15.4B
Discretionary$7.7B
Non-Disc.$7.7B
Employees1,294
Clients681
DateNov 2022
Total AUM$17.7B
Discretionary$9.1B
Non-Disc.$8.6B
Employees1,314
Clients567
DateAug 2022
Total AUM$17.7B
Discretionary$9.1B
Non-Disc.$8.6B
Employees1,314
Clients567
DateAug 2022
Total AUM$17.7B
Discretionary$9.1B
Non-Disc.$8.6B
Employees1,314
Clients567
DateAug 2022
Total AUM$17.7B
Discretionary$9.1B
Non-Disc.$8.6B
Employees1,314
Clients567
DateAug 2022
Total AUM$17.7B
Discretionary$9.1B
Non-Disc.$8.6B
Employees1,314
Clients567
DateApr 2022
Total AUM$17.7B
Discretionary$9.1B
Non-Disc.$8.6B
Employees1,314
Clients567
DateMar 2022
Total AUM$17.7B
Discretionary$9.1B
Non-Disc.$8.6B
Employees1,314
Clients567
DateMar 2022
Total AUM$15.3B
Discretionary$8B
Non-Disc.$7.2B
Employees1,317
Clients343
DateFeb 2022
Total AUM$15.3B
Discretionary$8B
Non-Disc.$7.2B
Employees1,317
Clients343
DateJan 2022
Total AUM$15.3B
Discretionary$8B
Non-Disc.$7.2B
Employees1,317
Clients343
DateNov 2021
Total AUM$15.3B
Discretionary$8B
Non-Disc.$7.2B
Employees1,317
Clients343
DateMar 2021
Total AUM$15.3B
Discretionary$8B
Non-Disc.$7.2B
Employees1,317
Clients343
DateJan 2021
Total AUM$13B
Discretionary$7.2B
Non-Disc.$5.8B
Employees1,272
Clients246
DateSep 2020
Total AUM$13B
Discretionary$7.2B
Non-Disc.$5.8B
Employees1,272
Clients246
DateJul 2020
Total AUM$13B
Discretionary$7.2B
Non-Disc.$5.8B
Employees1,272
Clients246
DateJun 2020
Total AUM$13B
Discretionary$7.2B
Non-Disc.$5.8B
Employees1,272
Clients246
DateApr 2020
Total AUM$13B
Discretionary$7.2B
Non-Disc.$5.8B
Employees1,272
Clients246
DateMar 2020
Total AUM$13B
Discretionary$7.2B
Non-Disc.$5.8B
Employees1,272
Clients246
DateSep 2019
Total AUM$9B
Discretionary$5.2B
Non-Disc.$3.9B
Employees1,279
Clients161
DateMar 2019
Total AUM$9B
Discretionary$5.2B
Non-Disc.$3.9B
Employees1,279
Clients161
DateOct 2018
Total AUM$8.1B
Discretionary$4.7B
Non-Disc.$3.4B
Employees1,231
Clients143
DateSep 2018
Total AUM$8.1B
Discretionary$4.7B
Non-Disc.$3.4B
Employees1,231
Clients143
DateMar 2018
Total AUM$8.1B
Discretionary$4.7B
Non-Disc.$3.4B
Employees1,231
Clients143
DateSep 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateSep 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateSep 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateSep 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateSep 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateAug 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateAug 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateAug 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateAug 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateJul 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateJun 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateMay 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateMar 2017
Total AUM$6.3B
Discretionary$3.6B
Non-Disc.$2.7B
Employees1,100
Clients76,900
DateMar 2017
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateMar 2017
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateMar 2017
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateFeb 2017
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateFeb 2017
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateJan 2017
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateNov 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateNov 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateOct 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateOct 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateSep 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateAug 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateAug 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateJun 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateMay 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateApr 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateMar 2016
Total AUM$6B
Discretionary$3.7B
Non-Disc.$2.3B
Employees936
Clients70,700
DateMar 2016
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateMar 2016
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateMar 2016
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateFeb 2016
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateFeb 2016
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateJan 2016
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateJan 2016
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateDec 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateOct 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateOct 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateSep 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateSep 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateSep 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateSep 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateSep 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateSep 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateSep 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateAug 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateAug 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateAug 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateAug 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateJul 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateJun 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateJun 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateJun 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateJun 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateMay 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateMar 2015
Total AUM$5.9B
Discretionary$3.8B
Non-Disc.$2.2B
Employees883
Clients64,200
DateFeb 2015
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateFeb 2015
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateFeb 2015
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJan 2015
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJan 2015
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJan 2015
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJan 2015
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJan 2015
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateDec 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateNov 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateNov 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateNov 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateNov 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateOct 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateSep 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJul 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJun 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJun 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJun 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJun 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateMay 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateMay 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateMar 2014
Total AUM$5.3B
Discretionary$3.4B
Non-Disc.$1.9B
Employees911
Clients57,070
DateJan 2014
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateDec 2013
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateDec 2013
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateNov 2013
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateNov 2013
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateOct 2013
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateSep 2013
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateAug 2013
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateJun 2013
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateApr 2013
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees900
Clients57,400
DateFeb 2013
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees700
Clients48,108
DateDec 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees700
Clients48,108
DateSep 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateAug 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateJul 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateJun 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateJun 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateJun 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateMay 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateApr 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateApr 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateMar 2012
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1.1B
Employees501
Clients48,108
DateDec 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients51,000
DateDec 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients51,000
DateDec 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients51,000
DateNov 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients51,000
DateAug 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients--
DateAug 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients--
DateAug 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients--
DateAug 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients--
DateJul 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients--
DateJul 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients--
DateApr 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients--
DateMar 2011
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$860.4M
Employees501
Clients--
DateFeb 2011
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateFeb 2011
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateDec 2010
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateDec 2010
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateOct 2010
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateOct 2010
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateJun 2010
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateJun 2010
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateMay 2010
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateApr 2010
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateApr 2010
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$579.9M
Employees501
Clients--
DateOct 2009
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$322.5M
Employees251
Clients--
DateSep 2009
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$322.5M
Employees251
Clients--
DateSep 2009
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$322.5M
Employees251
Clients--
DateJul 2009
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$322.5M
Employees251
Clients--
DateMar 2009
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$322.5M
Employees251
Clients--
DateFeb 2009
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$266.7M
Employees251
Clients--
DateMar 2008
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$266.7M
Employees251
Clients--
DateMar 2008
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateFeb 2008
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateJan 2008
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateJan 2008
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateNov 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateOct 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateSep 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateSep 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateAug 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateAug 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateAug 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateAug 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateJun 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateMay 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateApr 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateMar 2007
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$173.1M
Employees251
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$61.5M
Employees251
Clients--
DateFeb 2007
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$61.5M
Employees251
Clients--
DateJan 2007
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$61.5M
Employees251
Clients--
DateJan 2007
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$61.5M
Employees251
Clients--
DateDec 2006
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$61.5M
Employees251
Clients--
DateDec 2006
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$61.5M
Employees251
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateJan 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateJan 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateNov 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateOct 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateSep 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateSep 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateSep 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateSep 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.4M
Employees251
Clients--
DateJun 2005
Total AUM$1.1B
Discretionary$1B
Non-Disc.$69.2M
Employees251
Clients--
DateMay 2005
Total AUM$1.1B
Discretionary$1B
Non-Disc.$69.2M
Employees251
Clients--
DateJan 2005
Total AUM$1.1B
Discretionary$1B
Non-Disc.$69.2M
Employees251
Clients--
DateDec 2004
Total AUM$1.1B
Discretionary$1B
Non-Disc.$69.2M
Employees251
Clients--
DateMar 2004
Total AUM$1.1B
Discretionary$1B
Non-Disc.$69.2M
Employees251
Clients--
DateMar 2002
Total AUM$823M
Discretionary$755M
Non-Disc.$68M
Employees251
Clients--
DateMar 2002
Total AUM$847.2M
Discretionary$765.6M
Non-Disc.$81.6M
Employees251
Clients--
DateAug 2001
Total AUM$847.2M
Discretionary$765.6M
Non-Disc.$81.6M
Employees251
Clients--