AMERIPRISE FINANCIAL SERVICES, LLC
CRD #6363 SEC #801-28543 MINNEAPOLIS, MN 612-671-3131
SEC Registered Broker-Dealer Disclosures
Total AUM
$564.6B
Discretionary
$294.9B
Employees
14,000
Clients
--
Accounts
2,281,153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $564.6B | $294.9B | $269.7B | 14,000 | 130,604 |
| Jul 2025 | $564.6B | $294.9B | $269.7B | 14,000 | 130,604 |
| Jun 2025 | $564.6B | $294.9B | $269.7B | 14,000 | 130,604 |
| Mar 2025 | $564.6B | $294.9B | $269.7B | 14,000 | 130,604 |
| Feb 2025 | $479.8B | $245.4B | $234.4B | 13,903 | 140,938 |
| Nov 2024 | $479.8B | $245.4B | $234.4B | 13,903 | 140,938 |
| Oct 2024 | $479.8B | $245.4B | $234.4B | 13,903 | 140,938 |
| Sep 2024 | $479.8B | $245.4B | $234.4B | 13,903 | 140,938 |
| Sep 2024 | $479.8B | $245.4B | $234.4B | 13,903 | 140,938 |
| Aug 2024 | $479.8B | $245.4B | $234.4B | 13,903 | 140,938 |
| Mar 2024 | $479.8B | $245.4B | $234.4B | 13,903 | 140,938 |
| Jan 2024 | $414.4B | $201.8B | $212.6B | 14,187 | 115,079 |
| Nov 2023 | $414.4B | $201.8B | $212.6B | 14,187 | 115,079 |
| Sep 2023 | $414.4B | $201.8B | $212.6B | 14,187 | 115,079 |
| Jun 2023 | $414.4B | $201.8B | $212.6B | 14,187 | 115,079 |
| Mar 2023 | $414.4B | $201.8B | $212.6B | 14,187 | 115,079 |
| Dec 2022 | $458.1B | $219.2B | $238.9B | 13,870 | 119,943 |
| Sep 2022 | $458.1B | $219.2B | $238.9B | 13,870 | 119,943 |
| Jul 2022 | $458.1B | $219.2B | $238.9B | 13,870 | 119,943 |
| Jun 2022 | $458.1B | $219.2B | $238.9B | 13,870 | 119,943 |
| Jun 2022 | $458.1B | $219.2B | $238.9B | 13,870 | 119,943 |
| Apr 2022 | $458.1B | $219.2B | $238.9B | 13,870 | 119,943 |
| Mar 2022 | $458.1B | $219.2B | $238.9B | 13,870 | 119,943 |
| Mar 2022 | $458.1B | $219.2B | $238.9B | 13,870 | 119,943 |
| Dec 2021 | $374.3B | $173.5B | $200.8B | 13,798 | 121,516 |
| Oct 2021 | $374.3B | $173.5B | $200.8B | 13,798 | 121,516 |
| Jul 2021 | $374.3B | $173.5B | $200.8B | 13,798 | 121,516 |
| Jun 2021 | $374.3B | $173.5B | $200.8B | 13,798 | 121,516 |
| Apr 2021 | $374.3B | $173.5B | $200.8B | 13,798 | 121,516 |
| Mar 2021 | $374.3B | $173.5B | $200.8B | 13,798 | 121,516 |
| Feb 2021 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Jan 2021 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Nov 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Nov 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Sep 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Aug 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Aug 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Jun 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Jun 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| May 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Apr 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Mar 2020 | $313.3B | $141B | $172.3B | 13,556 | 128,868 |
| Mar 2020 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| Feb 2020 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| Jan 2020 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| Dec 2019 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| Nov 2019 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| Sep 2019 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| Jul 2019 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| Jun 2019 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| May 2019 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| Mar 2019 | $248.3B | $110.5B | $137.8B | 13,718 | 133,808 |
| Dec 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| Nov 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| Oct 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| Sep 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| Sep 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| Aug 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| Jul 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| Jun 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| May 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| Mar 2018 | $244.2B | $103.7B | $140.5B | 13,020 | 138,784 |
| Feb 2018 | $198.1B | $78B | $120.1B | 12,526 | 146,049 |
| Jan 2018 | $198.1B | $78B | $120.1B | 12,526 | 146,049 |
| Dec 2017 | $198.1B | $78B | $120.1B | 12,526 | 146,049 |
| Nov 2017 | $198.1B | $78B | $120.1B | 12,526 | 146,049 |
| Nov 2017 | $198.1B | $78B | $120.1B | 12,526 | 146,049 |
| Aug 2017 | $198B | $77.9B | $120.1B | 12,526 | 1,420,900 |
| Jul 2017 | $198B | $77.9B | $120.1B | 12,526 | 1,420,900 |
| Jul 2017 | $198B | $77.9B | $120.1B | 12,526 | 1,420,900 |
| Jul 2017 | $198B | $77.9B | $120.1B | 12,526 | 1,420,900 |
| Jun 2017 | $198B | $77.9B | $120.1B | 12,526 | 1,420,900 |
| Jun 2017 | $198B | $77.9B | $120.1B | 12,526 | 1,420,900 |
| Apr 2017 | $198B | $77.9B | $120.1B | 12,526 | 1,420,900 |
| Mar 2017 | $198B | $77.9B | $120.1B | 12,526 | 1,420,900 |
| Mar 2017 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Feb 2017 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Jan 2017 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Dec 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Dec 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Nov 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Oct 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Sep 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Aug 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Jul 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Jun 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Jun 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| May 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Apr 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Mar 2016 | $178.1B | $62.6B | $115.5B | 13,922 | 1,360,100 |
| Mar 2016 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Feb 2016 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Jan 2016 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Dec 2015 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Nov 2015 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Nov 2015 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Sep 2015 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Aug 2015 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| May 2015 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Apr 2015 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Mar 2015 | $172.9B | $55.9B | $117B | 12,500 | 1,313,984 |
| Jan 2015 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Dec 2014 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Nov 2014 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Sep 2014 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Jul 2014 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Jul 2014 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Jun 2014 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Apr 2014 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Apr 2014 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Mar 2014 | $153.5B | $43.2B | $110.3B | 12,441 | 1,549,500 |
| Mar 2014 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| Jan 2014 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| Dec 2013 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| Nov 2013 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| Oct 2013 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| Jul 2013 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| Jun 2013 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| May 2013 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| Apr 2013 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| Mar 2013 | $124.6B | $31B | $93.7B | 12,528 | 1,319,600 |
| Feb 2013 | $103.4B | $22.2B | $81.2B | 11,460 | 1,169,400 |
| Dec 2012 | $103.4B | $22.2B | $81.2B | 11,460 | 1,169,400 |
| Sep 2012 | $103.4B | $22.2B | $81.2B | -- | 1,169,400 |
| Aug 2012 | $103.4B | $22.2B | $81.2B | -- | 1,169,400 |
| Aug 2012 | $103.4B | $22.2B | $81.2B | -- | 1,169,400 |
| May 2012 | $103.4B | $22.2B | $81.2B | -- | 1,169,400 |
| Apr 2012 | $103.4B | $22.2B | $81.2B | -- | 1,169,400 |
| Mar 2012 | $103.4B | $22.2B | $81.2B | -- | 1,169,400 |
| Nov 2011 | $97.5B | $16.7B | $80.8B | -- | 1,058,000 |
| Aug 2011 | $97.5B | $16.7B | $80.8B | -- | -- |
| May 2011 | $97.5B | $16.7B | $80.8B | -- | -- |
| May 2011 | $97.5B | $16.7B | $80.8B | -- | -- |
| Apr 2011 | $97.5B | $16.7B | $80.8B | -- | -- |
| Mar 2011 | $97.5B | $16.7B | $80.8B | -- | -- |
| Dec 2010 | $81.3B | $12.8B | $68.4B | -- | -- |
| Oct 2010 | $81.3B | $12.8B | $68.4B | -- | -- |
| Aug 2010 | $81.3B | $12.8B | $68.4B | -- | -- |
| May 2010 | $81.3B | $12.8B | $68.4B | -- | -- |
| May 2010 | $81.3B | $12.8B | $68.4B | -- | -- |
| Mar 2010 | $60.2B | $4.8B | $55.4B | -- | -- |
| Oct 2009 | $60.2B | $4.8B | $55.4B | -- | -- |
| Sep 2009 | $60.2B | $4.8B | $55.4B | -- | -- |
| Jun 2009 | $60.2B | $4.8B | $55.4B | -- | -- |
| Apr 2009 | $60.2B | $4.8B | $55.4B | -- | -- |
| Apr 2009 | $60.2B | $4.8B | $55.4B | -- | -- |
| Feb 2009 | $80.3B | $5.4B | $74.9B | -- | -- |
| Mar 2008 | $80.3B | $5.4B | $74.9B | -- | -- |
| Jan 2008 | $65.9B | $2.3B | $63.5B | -- | -- |
| Dec 2007 | $65.9B | $2.3B | $63.5B | -- | -- |
| Nov 2007 | $65.9B | $2.3B | $63.5B | -- | -- |
| Oct 2007 | $65.9B | $2.3B | $63.5B | -- | -- |
| Oct 2007 | $65.9B | $2.3B | $63.5B | -- | -- |
| Sep 2007 | $65.9B | $2.3B | $63.5B | -- | -- |
| Aug 2007 | $65.9B | $2.3B | $63.5B | -- | -- |
| Mar 2007 | $65.9B | $2.3B | $63.5B | -- | -- |
| Dec 2006 | $49.7B | $2.1B | $47.7B | -- | -- |
| Nov 2006 | $49.7B | $2.1B | $47.7B | -- | -- |
| Feb 2006 | $37.3B | $1.9B | $35.3B | -- | -- |
| Jan 2006 | $37.3B | $1.9B | $35.3B | -- | -- |
| Dec 2005 | $37.3B | $1.9B | $35.3B | -- | -- |
| Nov 2005 | $37.3B | $1.9B | $35.3B | -- | -- |
| Oct 2005 | $37.3B | $1.9B | $35.3B | -- | -- |
| Jun 2005 | $37.3B | $1.9B | $35.3B | -- | -- |
| May 2005 | $37.3B | $1.9B | $35.3B | -- | -- |
| Jan 2005 | $27.8B | $1.6B | $26.2B | -- | -- |
| Aug 2004 | $27.8B | $1.6B | $26.2B | -- | -- |
| Apr 2004 | $27.8B | $1.6B | $26.2B | -- | -- |
| Mar 2004 | $27.8B | $1.6B | $26.2B | -- | -- |
| Dec 2003 | $17.4B | $1.2B | $16.2B | -- | -- |
| Apr 2002 | $18.7B | $1.6B | $17.1B | -- | -- |
| Jul 2001 | $19.1B | $2B | $17.1B | -- | -- |
DateSep 2025
Total AUM$564.6B
Discretionary$294.9B
Non-Disc.$269.7B
Employees14,000
Clients130,604
DateJul 2025
Total AUM$564.6B
Discretionary$294.9B
Non-Disc.$269.7B
Employees14,000
Clients130,604
DateJun 2025
Total AUM$564.6B
Discretionary$294.9B
Non-Disc.$269.7B
Employees14,000
Clients130,604
DateMar 2025
Total AUM$564.6B
Discretionary$294.9B
Non-Disc.$269.7B
Employees14,000
Clients130,604
DateFeb 2025
Total AUM$479.8B
Discretionary$245.4B
Non-Disc.$234.4B
Employees13,903
Clients140,938
DateNov 2024
Total AUM$479.8B
Discretionary$245.4B
Non-Disc.$234.4B
Employees13,903
Clients140,938
DateOct 2024
Total AUM$479.8B
Discretionary$245.4B
Non-Disc.$234.4B
Employees13,903
Clients140,938
DateSep 2024
Total AUM$479.8B
Discretionary$245.4B
Non-Disc.$234.4B
Employees13,903
Clients140,938
DateSep 2024
Total AUM$479.8B
Discretionary$245.4B
Non-Disc.$234.4B
Employees13,903
Clients140,938
DateAug 2024
Total AUM$479.8B
Discretionary$245.4B
Non-Disc.$234.4B
Employees13,903
Clients140,938
DateMar 2024
Total AUM$479.8B
Discretionary$245.4B
Non-Disc.$234.4B
Employees13,903
Clients140,938
DateJan 2024
Total AUM$414.4B
Discretionary$201.8B
Non-Disc.$212.6B
Employees14,187
Clients115,079
DateNov 2023
Total AUM$414.4B
Discretionary$201.8B
Non-Disc.$212.6B
Employees14,187
Clients115,079
DateSep 2023
Total AUM$414.4B
Discretionary$201.8B
Non-Disc.$212.6B
Employees14,187
Clients115,079
DateJun 2023
Total AUM$414.4B
Discretionary$201.8B
Non-Disc.$212.6B
Employees14,187
Clients115,079
DateMar 2023
Total AUM$414.4B
Discretionary$201.8B
Non-Disc.$212.6B
Employees14,187
Clients115,079
DateDec 2022
Total AUM$458.1B
Discretionary$219.2B
Non-Disc.$238.9B
Employees13,870
Clients119,943
DateSep 2022
Total AUM$458.1B
Discretionary$219.2B
Non-Disc.$238.9B
Employees13,870
Clients119,943
DateJul 2022
Total AUM$458.1B
Discretionary$219.2B
Non-Disc.$238.9B
Employees13,870
Clients119,943
DateJun 2022
Total AUM$458.1B
Discretionary$219.2B
Non-Disc.$238.9B
Employees13,870
Clients119,943
DateJun 2022
Total AUM$458.1B
Discretionary$219.2B
Non-Disc.$238.9B
Employees13,870
Clients119,943
DateApr 2022
Total AUM$458.1B
Discretionary$219.2B
Non-Disc.$238.9B
Employees13,870
Clients119,943
DateMar 2022
Total AUM$458.1B
Discretionary$219.2B
Non-Disc.$238.9B
Employees13,870
Clients119,943
DateMar 2022
Total AUM$458.1B
Discretionary$219.2B
Non-Disc.$238.9B
Employees13,870
Clients119,943
DateDec 2021
Total AUM$374.3B
Discretionary$173.5B
Non-Disc.$200.8B
Employees13,798
Clients121,516
DateOct 2021
Total AUM$374.3B
Discretionary$173.5B
Non-Disc.$200.8B
Employees13,798
Clients121,516
DateJul 2021
Total AUM$374.3B
Discretionary$173.5B
Non-Disc.$200.8B
Employees13,798
Clients121,516
DateJun 2021
Total AUM$374.3B
Discretionary$173.5B
Non-Disc.$200.8B
Employees13,798
Clients121,516
DateApr 2021
Total AUM$374.3B
Discretionary$173.5B
Non-Disc.$200.8B
Employees13,798
Clients121,516
DateMar 2021
Total AUM$374.3B
Discretionary$173.5B
Non-Disc.$200.8B
Employees13,798
Clients121,516
DateFeb 2021
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateJan 2021
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateNov 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateNov 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateSep 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateAug 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateAug 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateJun 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateJun 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateMay 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateApr 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateMar 2020
Total AUM$313.3B
Discretionary$141B
Non-Disc.$172.3B
Employees13,556
Clients128,868
DateMar 2020
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateFeb 2020
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateJan 2020
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateDec 2019
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateNov 2019
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateSep 2019
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateJul 2019
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateJun 2019
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateMay 2019
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateMar 2019
Total AUM$248.3B
Discretionary$110.5B
Non-Disc.$137.8B
Employees13,718
Clients133,808
DateDec 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateNov 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateOct 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateSep 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateSep 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateAug 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateJul 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateJun 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateMay 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateMar 2018
Total AUM$244.2B
Discretionary$103.7B
Non-Disc.$140.5B
Employees13,020
Clients138,784
DateFeb 2018
Total AUM$198.1B
Discretionary$78B
Non-Disc.$120.1B
Employees12,526
Clients146,049
DateJan 2018
Total AUM$198.1B
Discretionary$78B
Non-Disc.$120.1B
Employees12,526
Clients146,049
DateDec 2017
Total AUM$198.1B
Discretionary$78B
Non-Disc.$120.1B
Employees12,526
Clients146,049
DateNov 2017
Total AUM$198.1B
Discretionary$78B
Non-Disc.$120.1B
Employees12,526
Clients146,049
DateNov 2017
Total AUM$198.1B
Discretionary$78B
Non-Disc.$120.1B
Employees12,526
Clients146,049
DateAug 2017
Total AUM$198B
Discretionary$77.9B
Non-Disc.$120.1B
Employees12,526
Clients1,420,900
DateJul 2017
Total AUM$198B
Discretionary$77.9B
Non-Disc.$120.1B
Employees12,526
Clients1,420,900
DateJul 2017
Total AUM$198B
Discretionary$77.9B
Non-Disc.$120.1B
Employees12,526
Clients1,420,900
DateJul 2017
Total AUM$198B
Discretionary$77.9B
Non-Disc.$120.1B
Employees12,526
Clients1,420,900
DateJun 2017
Total AUM$198B
Discretionary$77.9B
Non-Disc.$120.1B
Employees12,526
Clients1,420,900
DateJun 2017
Total AUM$198B
Discretionary$77.9B
Non-Disc.$120.1B
Employees12,526
Clients1,420,900
DateApr 2017
Total AUM$198B
Discretionary$77.9B
Non-Disc.$120.1B
Employees12,526
Clients1,420,900
DateMar 2017
Total AUM$198B
Discretionary$77.9B
Non-Disc.$120.1B
Employees12,526
Clients1,420,900
DateMar 2017
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateFeb 2017
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateJan 2017
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateDec 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateDec 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateNov 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateOct 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateSep 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateAug 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateJul 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateJun 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateJun 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateMay 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateApr 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateMar 2016
Total AUM$178.1B
Discretionary$62.6B
Non-Disc.$115.5B
Employees13,922
Clients1,360,100
DateMar 2016
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateFeb 2016
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateJan 2016
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateDec 2015
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateNov 2015
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateNov 2015
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateSep 2015
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateAug 2015
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateMay 2015
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateApr 2015
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateMar 2015
Total AUM$172.9B
Discretionary$55.9B
Non-Disc.$117B
Employees12,500
Clients1,313,984
DateJan 2015
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateDec 2014
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateNov 2014
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateSep 2014
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateJul 2014
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateJul 2014
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateJun 2014
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateApr 2014
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateApr 2014
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateMar 2014
Total AUM$153.5B
Discretionary$43.2B
Non-Disc.$110.3B
Employees12,441
Clients1,549,500
DateMar 2014
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateJan 2014
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateDec 2013
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateNov 2013
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateOct 2013
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateJul 2013
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateJun 2013
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateMay 2013
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateApr 2013
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateMar 2013
Total AUM$124.6B
Discretionary$31B
Non-Disc.$93.7B
Employees12,528
Clients1,319,600
DateFeb 2013
Total AUM$103.4B
Discretionary$22.2B
Non-Disc.$81.2B
Employees11,460
Clients1,169,400
DateDec 2012
Total AUM$103.4B
Discretionary$22.2B
Non-Disc.$81.2B
Employees11,460
Clients1,169,400
DateSep 2012
Total AUM$103.4B
Discretionary$22.2B
Non-Disc.$81.2B
Employees--
Clients1,169,400
DateAug 2012
Total AUM$103.4B
Discretionary$22.2B
Non-Disc.$81.2B
Employees--
Clients1,169,400
DateAug 2012
Total AUM$103.4B
Discretionary$22.2B
Non-Disc.$81.2B
Employees--
Clients1,169,400
DateMay 2012
Total AUM$103.4B
Discretionary$22.2B
Non-Disc.$81.2B
Employees--
Clients1,169,400
DateApr 2012
Total AUM$103.4B
Discretionary$22.2B
Non-Disc.$81.2B
Employees--
Clients1,169,400
DateMar 2012
Total AUM$103.4B
Discretionary$22.2B
Non-Disc.$81.2B
Employees--
Clients1,169,400
DateNov 2011
Total AUM$97.5B
Discretionary$16.7B
Non-Disc.$80.8B
Employees--
Clients1,058,000
DateAug 2011
Total AUM$97.5B
Discretionary$16.7B
Non-Disc.$80.8B
Employees--
Clients--
DateMay 2011
Total AUM$97.5B
Discretionary$16.7B
Non-Disc.$80.8B
Employees--
Clients--
DateMay 2011
Total AUM$97.5B
Discretionary$16.7B
Non-Disc.$80.8B
Employees--
Clients--
DateApr 2011
Total AUM$97.5B
Discretionary$16.7B
Non-Disc.$80.8B
Employees--
Clients--
DateMar 2011
Total AUM$97.5B
Discretionary$16.7B
Non-Disc.$80.8B
Employees--
Clients--
DateDec 2010
Total AUM$81.3B
Discretionary$12.8B
Non-Disc.$68.4B
Employees--
Clients--
DateOct 2010
Total AUM$81.3B
Discretionary$12.8B
Non-Disc.$68.4B
Employees--
Clients--
DateAug 2010
Total AUM$81.3B
Discretionary$12.8B
Non-Disc.$68.4B
Employees--
Clients--
DateMay 2010
Total AUM$81.3B
Discretionary$12.8B
Non-Disc.$68.4B
Employees--
Clients--
DateMay 2010
Total AUM$81.3B
Discretionary$12.8B
Non-Disc.$68.4B
Employees--
Clients--
DateMar 2010
Total AUM$60.2B
Discretionary$4.8B
Non-Disc.$55.4B
Employees--
Clients--
DateOct 2009
Total AUM$60.2B
Discretionary$4.8B
Non-Disc.$55.4B
Employees--
Clients--
DateSep 2009
Total AUM$60.2B
Discretionary$4.8B
Non-Disc.$55.4B
Employees--
Clients--
DateJun 2009
Total AUM$60.2B
Discretionary$4.8B
Non-Disc.$55.4B
Employees--
Clients--
DateApr 2009
Total AUM$60.2B
Discretionary$4.8B
Non-Disc.$55.4B
Employees--
Clients--
DateApr 2009
Total AUM$60.2B
Discretionary$4.8B
Non-Disc.$55.4B
Employees--
Clients--
DateFeb 2009
Total AUM$80.3B
Discretionary$5.4B
Non-Disc.$74.9B
Employees--
Clients--
DateMar 2008
Total AUM$80.3B
Discretionary$5.4B
Non-Disc.$74.9B
Employees--
Clients--
DateJan 2008
Total AUM$65.9B
Discretionary$2.3B
Non-Disc.$63.5B
Employees--
Clients--
DateDec 2007
Total AUM$65.9B
Discretionary$2.3B
Non-Disc.$63.5B
Employees--
Clients--
DateNov 2007
Total AUM$65.9B
Discretionary$2.3B
Non-Disc.$63.5B
Employees--
Clients--
DateOct 2007
Total AUM$65.9B
Discretionary$2.3B
Non-Disc.$63.5B
Employees--
Clients--
DateOct 2007
Total AUM$65.9B
Discretionary$2.3B
Non-Disc.$63.5B
Employees--
Clients--
DateSep 2007
Total AUM$65.9B
Discretionary$2.3B
Non-Disc.$63.5B
Employees--
Clients--
DateAug 2007
Total AUM$65.9B
Discretionary$2.3B
Non-Disc.$63.5B
Employees--
Clients--
DateMar 2007
Total AUM$65.9B
Discretionary$2.3B
Non-Disc.$63.5B
Employees--
Clients--
DateDec 2006
Total AUM$49.7B
Discretionary$2.1B
Non-Disc.$47.7B
Employees--
Clients--
DateNov 2006
Total AUM$49.7B
Discretionary$2.1B
Non-Disc.$47.7B
Employees--
Clients--
DateFeb 2006
Total AUM$37.3B
Discretionary$1.9B
Non-Disc.$35.3B
Employees--
Clients--
DateJan 2006
Total AUM$37.3B
Discretionary$1.9B
Non-Disc.$35.3B
Employees--
Clients--
DateDec 2005
Total AUM$37.3B
Discretionary$1.9B
Non-Disc.$35.3B
Employees--
Clients--
DateNov 2005
Total AUM$37.3B
Discretionary$1.9B
Non-Disc.$35.3B
Employees--
Clients--
DateOct 2005
Total AUM$37.3B
Discretionary$1.9B
Non-Disc.$35.3B
Employees--
Clients--
DateJun 2005
Total AUM$37.3B
Discretionary$1.9B
Non-Disc.$35.3B
Employees--
Clients--
DateMay 2005
Total AUM$37.3B
Discretionary$1.9B
Non-Disc.$35.3B
Employees--
Clients--
DateJan 2005
Total AUM$27.8B
Discretionary$1.6B
Non-Disc.$26.2B
Employees--
Clients--
DateAug 2004
Total AUM$27.8B
Discretionary$1.6B
Non-Disc.$26.2B
Employees--
Clients--
DateApr 2004
Total AUM$27.8B
Discretionary$1.6B
Non-Disc.$26.2B
Employees--
Clients--
DateMar 2004
Total AUM$27.8B
Discretionary$1.6B
Non-Disc.$26.2B
Employees--
Clients--
DateDec 2003
Total AUM$17.4B
Discretionary$1.2B
Non-Disc.$16.2B
Employees--
Clients--
DateApr 2002
Total AUM$18.7B
Discretionary$1.6B
Non-Disc.$17.1B
Employees--
Clients--
DateJul 2001
Total AUM$19.1B
Discretionary$2B
Non-Disc.$17.1B
Employees--
Clients--