EQUITABLE ADVISORS, LLC
CRD #6627 SEC #801-14065 NEW YORK, NY 212-314-4600
SEC Registered Broker-Dealer Disclosures
Total AUM
$38B
Discretionary
$17.7B
Employees
5,876
Clients
251
Accounts
89,151
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $38B | $17.7B | $20.3B | 5,876 | 150,506 |
| Dec 2025 | $38B | $17.7B | $20.3B | 5,876 | 150,506 |
| Oct 2025 | $38B | $17.7B | $20.3B | 5,876 | 150,506 |
| Sep 2025 | $38B | $17.7B | $20.3B | 5,876 | 150,506 |
| Jul 2025 | $34.7B | $14.8B | $19.8B | 5,876 | 150,506 |
| Apr 2025 | $34.7B | $14.8B | $19.8B | 5,876 | 150,506 |
| Apr 2025 | $34.7B | $14.8B | $19.8B | 5,876 | 150,506 |
| Mar 2025 | $34.7B | $14.8B | $19.8B | 5,876 | 150,506 |
| Jan 2025 | $32.3B | $13.4B | $18.9B | 5,565 | 141,324 |
| Oct 2024 | $32.3B | $13.4B | $18.9B | 5,565 | 141,324 |
| Sep 2024 | $32.3B | $13.4B | $18.9B | 5,565 | 141,324 |
| Jul 2024 | $29.8B | $12.2B | $17.6B | 5,565 | 141,324 |
| May 2024 | $29.8B | $12.2B | $17.6B | 5,565 | 141,324 |
| Mar 2024 | $29.8B | $12.2B | $17.6B | 5,565 | 141,324 |
| Jan 2024 | $27.3B | $10.3B | $16.9B | 5,251 | 133,277 |
| Jan 2024 | $27.3B | $10.3B | $16.9B | 5,251 | 133,277 |
| Nov 2023 | $27.3B | $10.3B | $16.9B | 5,251 | 133,277 |
| Oct 2023 | $27.3B | $10.3B | $16.9B | 5,251 | 133,277 |
| Aug 2023 | $24.6B | $8.7B | $15.9B | 5,251 | 133,277 |
| Mar 2023 | $24.6B | $8.7B | $15.9B | 5,251 | 133,277 |
| Oct 2022 | $24.1B | $8.1B | $16B | 5,450 | 116,311 |
| Oct 2022 | $24.1B | $8.1B | $16B | 5,450 | 116,311 |
| Sep 2022 | $24.1B | $8.1B | $16B | 5,450 | 116,311 |
| Aug 2022 | $28B | $8.8B | $19.2B | 5,450 | 116,311 |
| Jul 2022 | $28B | $8.8B | $19.2B | 5,450 | 116,311 |
| Mar 2022 | $28B | $8.8B | $19.2B | 5,450 | 116,311 |
| Dec 2021 | $26B | $7.9B | $18.1B | 6,057 | 104,252 |
| Oct 2021 | $26B | $7.9B | $18.1B | 6,057 | 104,252 |
| Oct 2021 | $26B | $7.9B | $18.1B | 6,057 | 104,252 |
| Jun 2021 | $22.4B | $6.7B | $15.7B | 6,057 | 90,152 |
| May 2021 | $22.4B | $6.7B | $15.7B | 6,057 | 90,152 |
| Mar 2021 | $22.4B | $6.7B | $15.7B | 6,057 | 90,152 |
| Dec 2020 | $17.9B | $5.3B | $12.6B | 5,718 | 88,072 |
| Dec 2020 | $17.9B | $5.3B | $12.6B | 5,718 | 88,072 |
| Nov 2020 | $17.9B | $5.3B | $12.6B | 5,718 | 88,072 |
| Oct 2020 | $17.9B | $5.3B | $12.6B | 5,718 | 88,072 |
| Aug 2020 | $18.7B | $5.2B | $13.5B | 5,718 | 81,234 |
| Jul 2020 | $18.7B | $5.2B | $13.5B | 5,718 | 81,234 |
| Jun 2020 | $18.7B | $5.2B | $13.5B | 5,718 | 81,234 |
| Jun 2020 | $18.7B | $5.2B | $13.5B | 5,718 | 81,234 |
| May 2020 | $18.7B | $5.2B | $13.5B | 5,718 | 81,234 |
| Mar 2020 | $18.7B | $5.2B | $13.5B | 5,718 | 81,234 |
| Feb 2020 | $17B | $4.5B | $12.5B | 5,930 | 69,923 |
| Jan 2020 | $17B | $4.5B | $12.5B | 5,930 | 69,923 |
| Jan 2020 | $17B | $4.5B | $12.5B | 5,930 | 69,923 |
| Dec 2019 | $17B | $4.5B | $12.5B | 5,930 | 69,923 |
| Oct 2019 | $17B | $4.5B | $12.5B | 5,930 | 69,923 |
| Aug 2019 | $14.7B | $3.7B | $11B | 5,930 | 69,923 |
| Jun 2019 | $14.7B | $3.7B | $11B | 5,930 | 69,923 |
| May 2019 | $14.7B | $3.7B | $11B | 5,930 | 69,923 |
| May 2019 | $14.7B | $3.7B | $11B | 5,930 | 69,923 |
| May 2019 | $14.7B | $3.7B | $11B | 5,930 | 69,923 |
| May 2019 | $14.7B | $3.7B | $11B | 5,930 | 69,923 |
| Mar 2019 | $14.7B | $3.7B | $11B | 5,930 | 69,923 |
| Feb 2019 | $14.7B | $3.7B | $11B | 5,774 | 70,673 |
| Nov 2018 | $15.3B | $3.5B | $11.8B | 5,774 | 70,673 |
| Oct 2018 | $15.3B | $3.5B | $11.8B | 5,774 | 70,673 |
| Aug 2018 | $14.5B | $3.1B | $11.5B | 5,774 | 70,673 |
| Jul 2018 | $14.5B | $3.1B | $11.5B | 5,774 | 70,673 |
| May 2018 | $14.5B | $3.1B | $11.5B | 5,774 | 70,673 |
| Mar 2018 | $14.5B | $3.1B | $11.5B | 5,774 | 70,673 |
| Feb 2018 | $14.5B | $3.1B | $11.5B | 5,774 | 70,673 |
| Sep 2017 | $12.8B | $2.3B | $10.5B | 5,667 | 22,500 |
| Jul 2017 | $18.5B | $1.7B | $16.7B | 5,667 | 22,500 |
| Mar 2017 | $18.5B | $1.7B | $16.7B | 5,667 | 22,500 |
| Sep 2016 | $9.9B | $1.1B | $8.8B | 5,427 | 22,500 |
| Mar 2016 | $9.9B | $1.1B | $8.8B | 5,427 | 22,500 |
| Dec 2015 | $9.3B | $880.3M | $8.4B | 5,874 | 22,500 |
| Nov 2015 | $9.3B | $880.3M | $8.4B | 5,874 | 22,500 |
| Oct 2015 | $9.3B | $880.3M | $8.4B | 5,874 | 22,500 |
| Sep 2015 | $9.3B | $880.3M | $8.4B | 5,874 | 22,500 |
| Jun 2015 | $9.3B | $880.3M | $8.4B | 5,874 | 22,500 |
| Mar 2015 | $9.3B | $880.3M | $8.4B | 5,874 | 22,500 |
| Mar 2015 | $8.4B | $857.7M | $7.6B | 5,777 | 22,500 |
| Nov 2014 | $8.4B | $857.7M | $7.6B | 5,777 | 22,500 |
| Nov 2014 | $8.4B | $857.7M | $7.6B | 5,777 | 22,500 |
| Oct 2014 | $8.4B | $857.7M | $7.6B | 5,777 | 22,500 |
| Oct 2014 | $8.4B | $857.7M | $7.6B | 5,777 | 22,500 |
| Sep 2014 | $8.4B | $857.7M | $7.6B | 5,777 | 22,500 |
| Apr 2014 | $8.4B | $857.7M | $7.6B | 5,777 | 22,500 |
| Apr 2014 | $8.4B | $857.7M | $7.6B | 5,777 | 22,500 |
| Mar 2014 | $8.4B | $857.7M | $7.6B | 5,777 | 22,500 |
| Feb 2014 | $8B | $814.3M | $7.2B | 6,021 | 22,500 |
| Jan 2014 | $8B | $814.3M | $7.2B | 6,021 | 22,500 |
| Jan 2014 | $8B | $814.3M | $7.2B | 6,021 | 22,500 |
| Nov 2013 | $8B | $814.3M | $7.2B | 6,021 | 22,500 |
| Nov 2013 | $8B | $814.3M | $7.2B | 6,021 | 22,500 |
| Oct 2013 | $11B | $470.6M | $10.6B | 6,021 | 22,500 |
| Oct 2013 | $11B | $470.6M | $10.6B | 6,021 | 22,500 |
| Sep 2013 | $11B | $470.6M | $10.6B | 6,021 | 22,500 |
| May 2013 | $11B | $470.6M | $10.6B | 6,021 | 22,500 |
| Apr 2013 | $11B | $470.6M | $10.6B | 6,021 | 22,500 |
| Mar 2013 | $9.1B | $255.1M | $8.8B | 6,138 | 22,500 |
| Feb 2013 | $9.1B | $255.1M | $8.8B | 6,138 | 22,500 |
| Feb 2013 | $9.1B | $255.1M | $8.8B | 6,138 | 22,500 |
| Dec 2012 | $9.1B | $255.1M | $8.8B | 6,138 | 22,500 |
| Aug 2012 | $9.1B | $255.1M | $8.8B | -- | 22,500 |
| Aug 2012 | $9.1B | $255.1M | $8.8B | -- | 22,500 |
| Jul 2012 | $9.1B | $255.1M | $8.8B | -- | 22,500 |
| Jun 2012 | $9.1B | $255.1M | $8.8B | -- | 22,500 |
| Apr 2012 | $9.1B | $255.1M | $8.8B | -- | 22,500 |
| Mar 2012 | $9.1B | $255.1M | $8.8B | -- | 22,500 |
| Dec 2011 | $8.9B | $100.3M | $8.8B | -- | 22,500 |
| Nov 2011 | $8.9B | $100.3M | $8.8B | -- | 22,500 |
| Jun 2011 | $8.9B | $100.3M | $8.8B | -- | -- |
| Jun 2011 | $8.9B | $100.3M | $8.8B | -- | -- |
| Jun 2011 | $8.9B | $100.3M | $8.8B | -- | -- |
| May 2011 | $8.9B | $100.3M | $8.8B | -- | -- |
| Mar 2011 | $8.9B | $100.3M | $8.8B | -- | -- |
| Feb 2011 | $7.3B | $83.8M | $7.2B | -- | -- |
| Jan 2011 | $7.3B | $83.8M | $7.2B | -- | -- |
| Oct 2010 | $7.3B | $83.8M | $7.2B | -- | -- |
| Sep 2010 | $7.3B | $83.8M | $7.2B | -- | -- |
| Aug 2010 | $7.3B | $126.8M | $7.2B | -- | -- |
| Aug 2010 | $7.3B | $126.8M | $7.2B | -- | -- |
| Apr 2010 | $7.3B | $126.8M | $7.2B | -- | -- |
| Apr 2010 | $7.3B | $126.8M | $7.2B | -- | -- |
| Jan 2010 | $7B | $120.4M | $6.8B | -- | -- |
| Mar 2009 | $4.9B | $79.6M | $4.9B | -- | -- |
| Mar 2008 | $6B | $6M | $6B | -- | -- |
| Dec 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Nov 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Nov 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Nov 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Oct 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Oct 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Sep 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Sep 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Aug 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Mar 2007 | $1.5B | $0 | $1.5B | -- | -- |
| Mar 2006 | $1.4B | $0 | $1.4B | -- | -- |
| Dec 2005 | $1B | $0 | $1B | -- | -- |
| Sep 2005 | $1B | $0 | $1B | -- | -- |
| Jun 2005 | $1B | $0 | $1B | -- | -- |
| Jan 2005 | $830M | $0 | $830M | -- | -- |
| Aug 2004 | $830M | $0 | $830M | -- | -- |
| Jun 2004 | $830M | $0 | $830M | -- | -- |
| Mar 2004 | $830M | $0 | $830M | -- | -- |
| Jan 2004 | $775M | $0 | $775M | -- | -- |
| Dec 2003 | $775M | $0 | $775M | -- | -- |
| Oct 2003 | $775M | $0 | $775M | -- | -- |
| Apr 2002 | $880M | $0 | $880M | -- | -- |
| Mar 2002 | $11.9B | $0 | $11.9B | -- | -- |
DateDec 2025
Total AUM$38B
Discretionary$17.7B
Non-Disc.$20.3B
Employees5,876
Clients150,506
DateDec 2025
Total AUM$38B
Discretionary$17.7B
Non-Disc.$20.3B
Employees5,876
Clients150,506
DateOct 2025
Total AUM$38B
Discretionary$17.7B
Non-Disc.$20.3B
Employees5,876
Clients150,506
DateSep 2025
Total AUM$38B
Discretionary$17.7B
Non-Disc.$20.3B
Employees5,876
Clients150,506
DateJul 2025
Total AUM$34.7B
Discretionary$14.8B
Non-Disc.$19.8B
Employees5,876
Clients150,506
DateApr 2025
Total AUM$34.7B
Discretionary$14.8B
Non-Disc.$19.8B
Employees5,876
Clients150,506
DateApr 2025
Total AUM$34.7B
Discretionary$14.8B
Non-Disc.$19.8B
Employees5,876
Clients150,506
DateMar 2025
Total AUM$34.7B
Discretionary$14.8B
Non-Disc.$19.8B
Employees5,876
Clients150,506
DateJan 2025
Total AUM$32.3B
Discretionary$13.4B
Non-Disc.$18.9B
Employees5,565
Clients141,324
DateOct 2024
Total AUM$32.3B
Discretionary$13.4B
Non-Disc.$18.9B
Employees5,565
Clients141,324
DateSep 2024
Total AUM$32.3B
Discretionary$13.4B
Non-Disc.$18.9B
Employees5,565
Clients141,324
DateJul 2024
Total AUM$29.8B
Discretionary$12.2B
Non-Disc.$17.6B
Employees5,565
Clients141,324
DateMay 2024
Total AUM$29.8B
Discretionary$12.2B
Non-Disc.$17.6B
Employees5,565
Clients141,324
DateMar 2024
Total AUM$29.8B
Discretionary$12.2B
Non-Disc.$17.6B
Employees5,565
Clients141,324
DateJan 2024
Total AUM$27.3B
Discretionary$10.3B
Non-Disc.$16.9B
Employees5,251
Clients133,277
DateJan 2024
Total AUM$27.3B
Discretionary$10.3B
Non-Disc.$16.9B
Employees5,251
Clients133,277
DateNov 2023
Total AUM$27.3B
Discretionary$10.3B
Non-Disc.$16.9B
Employees5,251
Clients133,277
DateOct 2023
Total AUM$27.3B
Discretionary$10.3B
Non-Disc.$16.9B
Employees5,251
Clients133,277
DateAug 2023
Total AUM$24.6B
Discretionary$8.7B
Non-Disc.$15.9B
Employees5,251
Clients133,277
DateMar 2023
Total AUM$24.6B
Discretionary$8.7B
Non-Disc.$15.9B
Employees5,251
Clients133,277
DateOct 2022
Total AUM$24.1B
Discretionary$8.1B
Non-Disc.$16B
Employees5,450
Clients116,311
DateOct 2022
Total AUM$24.1B
Discretionary$8.1B
Non-Disc.$16B
Employees5,450
Clients116,311
DateSep 2022
Total AUM$24.1B
Discretionary$8.1B
Non-Disc.$16B
Employees5,450
Clients116,311
DateAug 2022
Total AUM$28B
Discretionary$8.8B
Non-Disc.$19.2B
Employees5,450
Clients116,311
DateJul 2022
Total AUM$28B
Discretionary$8.8B
Non-Disc.$19.2B
Employees5,450
Clients116,311
DateMar 2022
Total AUM$28B
Discretionary$8.8B
Non-Disc.$19.2B
Employees5,450
Clients116,311
DateDec 2021
Total AUM$26B
Discretionary$7.9B
Non-Disc.$18.1B
Employees6,057
Clients104,252
DateOct 2021
Total AUM$26B
Discretionary$7.9B
Non-Disc.$18.1B
Employees6,057
Clients104,252
DateOct 2021
Total AUM$26B
Discretionary$7.9B
Non-Disc.$18.1B
Employees6,057
Clients104,252
DateJun 2021
Total AUM$22.4B
Discretionary$6.7B
Non-Disc.$15.7B
Employees6,057
Clients90,152
DateMay 2021
Total AUM$22.4B
Discretionary$6.7B
Non-Disc.$15.7B
Employees6,057
Clients90,152
DateMar 2021
Total AUM$22.4B
Discretionary$6.7B
Non-Disc.$15.7B
Employees6,057
Clients90,152
DateDec 2020
Total AUM$17.9B
Discretionary$5.3B
Non-Disc.$12.6B
Employees5,718
Clients88,072
DateDec 2020
Total AUM$17.9B
Discretionary$5.3B
Non-Disc.$12.6B
Employees5,718
Clients88,072
DateNov 2020
Total AUM$17.9B
Discretionary$5.3B
Non-Disc.$12.6B
Employees5,718
Clients88,072
DateOct 2020
Total AUM$17.9B
Discretionary$5.3B
Non-Disc.$12.6B
Employees5,718
Clients88,072
DateAug 2020
Total AUM$18.7B
Discretionary$5.2B
Non-Disc.$13.5B
Employees5,718
Clients81,234
DateJul 2020
Total AUM$18.7B
Discretionary$5.2B
Non-Disc.$13.5B
Employees5,718
Clients81,234
DateJun 2020
Total AUM$18.7B
Discretionary$5.2B
Non-Disc.$13.5B
Employees5,718
Clients81,234
DateJun 2020
Total AUM$18.7B
Discretionary$5.2B
Non-Disc.$13.5B
Employees5,718
Clients81,234
DateMay 2020
Total AUM$18.7B
Discretionary$5.2B
Non-Disc.$13.5B
Employees5,718
Clients81,234
DateMar 2020
Total AUM$18.7B
Discretionary$5.2B
Non-Disc.$13.5B
Employees5,718
Clients81,234
DateFeb 2020
Total AUM$17B
Discretionary$4.5B
Non-Disc.$12.5B
Employees5,930
Clients69,923
DateJan 2020
Total AUM$17B
Discretionary$4.5B
Non-Disc.$12.5B
Employees5,930
Clients69,923
DateJan 2020
Total AUM$17B
Discretionary$4.5B
Non-Disc.$12.5B
Employees5,930
Clients69,923
DateDec 2019
Total AUM$17B
Discretionary$4.5B
Non-Disc.$12.5B
Employees5,930
Clients69,923
DateOct 2019
Total AUM$17B
Discretionary$4.5B
Non-Disc.$12.5B
Employees5,930
Clients69,923
DateAug 2019
Total AUM$14.7B
Discretionary$3.7B
Non-Disc.$11B
Employees5,930
Clients69,923
DateJun 2019
Total AUM$14.7B
Discretionary$3.7B
Non-Disc.$11B
Employees5,930
Clients69,923
DateMay 2019
Total AUM$14.7B
Discretionary$3.7B
Non-Disc.$11B
Employees5,930
Clients69,923
DateMay 2019
Total AUM$14.7B
Discretionary$3.7B
Non-Disc.$11B
Employees5,930
Clients69,923
DateMay 2019
Total AUM$14.7B
Discretionary$3.7B
Non-Disc.$11B
Employees5,930
Clients69,923
DateMay 2019
Total AUM$14.7B
Discretionary$3.7B
Non-Disc.$11B
Employees5,930
Clients69,923
DateMar 2019
Total AUM$14.7B
Discretionary$3.7B
Non-Disc.$11B
Employees5,930
Clients69,923
DateFeb 2019
Total AUM$14.7B
Discretionary$3.7B
Non-Disc.$11B
Employees5,774
Clients70,673
DateNov 2018
Total AUM$15.3B
Discretionary$3.5B
Non-Disc.$11.8B
Employees5,774
Clients70,673
DateOct 2018
Total AUM$15.3B
Discretionary$3.5B
Non-Disc.$11.8B
Employees5,774
Clients70,673
DateAug 2018
Total AUM$14.5B
Discretionary$3.1B
Non-Disc.$11.5B
Employees5,774
Clients70,673
DateJul 2018
Total AUM$14.5B
Discretionary$3.1B
Non-Disc.$11.5B
Employees5,774
Clients70,673
DateMay 2018
Total AUM$14.5B
Discretionary$3.1B
Non-Disc.$11.5B
Employees5,774
Clients70,673
DateMar 2018
Total AUM$14.5B
Discretionary$3.1B
Non-Disc.$11.5B
Employees5,774
Clients70,673
DateFeb 2018
Total AUM$14.5B
Discretionary$3.1B
Non-Disc.$11.5B
Employees5,774
Clients70,673
DateSep 2017
Total AUM$12.8B
Discretionary$2.3B
Non-Disc.$10.5B
Employees5,667
Clients22,500
DateJul 2017
Total AUM$18.5B
Discretionary$1.7B
Non-Disc.$16.7B
Employees5,667
Clients22,500
DateMar 2017
Total AUM$18.5B
Discretionary$1.7B
Non-Disc.$16.7B
Employees5,667
Clients22,500
DateSep 2016
Total AUM$9.9B
Discretionary$1.1B
Non-Disc.$8.8B
Employees5,427
Clients22,500
DateMar 2016
Total AUM$9.9B
Discretionary$1.1B
Non-Disc.$8.8B
Employees5,427
Clients22,500
DateDec 2015
Total AUM$9.3B
Discretionary$880.3M
Non-Disc.$8.4B
Employees5,874
Clients22,500
DateNov 2015
Total AUM$9.3B
Discretionary$880.3M
Non-Disc.$8.4B
Employees5,874
Clients22,500
DateOct 2015
Total AUM$9.3B
Discretionary$880.3M
Non-Disc.$8.4B
Employees5,874
Clients22,500
DateSep 2015
Total AUM$9.3B
Discretionary$880.3M
Non-Disc.$8.4B
Employees5,874
Clients22,500
DateJun 2015
Total AUM$9.3B
Discretionary$880.3M
Non-Disc.$8.4B
Employees5,874
Clients22,500
DateMar 2015
Total AUM$9.3B
Discretionary$880.3M
Non-Disc.$8.4B
Employees5,874
Clients22,500
DateMar 2015
Total AUM$8.4B
Discretionary$857.7M
Non-Disc.$7.6B
Employees5,777
Clients22,500
DateNov 2014
Total AUM$8.4B
Discretionary$857.7M
Non-Disc.$7.6B
Employees5,777
Clients22,500
DateNov 2014
Total AUM$8.4B
Discretionary$857.7M
Non-Disc.$7.6B
Employees5,777
Clients22,500
DateOct 2014
Total AUM$8.4B
Discretionary$857.7M
Non-Disc.$7.6B
Employees5,777
Clients22,500
DateOct 2014
Total AUM$8.4B
Discretionary$857.7M
Non-Disc.$7.6B
Employees5,777
Clients22,500
DateSep 2014
Total AUM$8.4B
Discretionary$857.7M
Non-Disc.$7.6B
Employees5,777
Clients22,500
DateApr 2014
Total AUM$8.4B
Discretionary$857.7M
Non-Disc.$7.6B
Employees5,777
Clients22,500
DateApr 2014
Total AUM$8.4B
Discretionary$857.7M
Non-Disc.$7.6B
Employees5,777
Clients22,500
DateMar 2014
Total AUM$8.4B
Discretionary$857.7M
Non-Disc.$7.6B
Employees5,777
Clients22,500
DateFeb 2014
Total AUM$8B
Discretionary$814.3M
Non-Disc.$7.2B
Employees6,021
Clients22,500
DateJan 2014
Total AUM$8B
Discretionary$814.3M
Non-Disc.$7.2B
Employees6,021
Clients22,500
DateJan 2014
Total AUM$8B
Discretionary$814.3M
Non-Disc.$7.2B
Employees6,021
Clients22,500
DateNov 2013
Total AUM$8B
Discretionary$814.3M
Non-Disc.$7.2B
Employees6,021
Clients22,500
DateNov 2013
Total AUM$8B
Discretionary$814.3M
Non-Disc.$7.2B
Employees6,021
Clients22,500
DateOct 2013
Total AUM$11B
Discretionary$470.6M
Non-Disc.$10.6B
Employees6,021
Clients22,500
DateOct 2013
Total AUM$11B
Discretionary$470.6M
Non-Disc.$10.6B
Employees6,021
Clients22,500
DateSep 2013
Total AUM$11B
Discretionary$470.6M
Non-Disc.$10.6B
Employees6,021
Clients22,500
DateMay 2013
Total AUM$11B
Discretionary$470.6M
Non-Disc.$10.6B
Employees6,021
Clients22,500
DateApr 2013
Total AUM$11B
Discretionary$470.6M
Non-Disc.$10.6B
Employees6,021
Clients22,500
DateMar 2013
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees6,138
Clients22,500
DateFeb 2013
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees6,138
Clients22,500
DateFeb 2013
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees6,138
Clients22,500
DateDec 2012
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees6,138
Clients22,500
DateAug 2012
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees--
Clients22,500
DateAug 2012
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees--
Clients22,500
DateJul 2012
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees--
Clients22,500
DateJun 2012
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees--
Clients22,500
DateApr 2012
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees--
Clients22,500
DateMar 2012
Total AUM$9.1B
Discretionary$255.1M
Non-Disc.$8.8B
Employees--
Clients22,500
DateDec 2011
Total AUM$8.9B
Discretionary$100.3M
Non-Disc.$8.8B
Employees--
Clients22,500
DateNov 2011
Total AUM$8.9B
Discretionary$100.3M
Non-Disc.$8.8B
Employees--
Clients22,500
DateJun 2011
Total AUM$8.9B
Discretionary$100.3M
Non-Disc.$8.8B
Employees--
Clients--
DateJun 2011
Total AUM$8.9B
Discretionary$100.3M
Non-Disc.$8.8B
Employees--
Clients--
DateJun 2011
Total AUM$8.9B
Discretionary$100.3M
Non-Disc.$8.8B
Employees--
Clients--
DateMay 2011
Total AUM$8.9B
Discretionary$100.3M
Non-Disc.$8.8B
Employees--
Clients--
DateMar 2011
Total AUM$8.9B
Discretionary$100.3M
Non-Disc.$8.8B
Employees--
Clients--
DateFeb 2011
Total AUM$7.3B
Discretionary$83.8M
Non-Disc.$7.2B
Employees--
Clients--
DateJan 2011
Total AUM$7.3B
Discretionary$83.8M
Non-Disc.$7.2B
Employees--
Clients--
DateOct 2010
Total AUM$7.3B
Discretionary$83.8M
Non-Disc.$7.2B
Employees--
Clients--
DateSep 2010
Total AUM$7.3B
Discretionary$83.8M
Non-Disc.$7.2B
Employees--
Clients--
DateAug 2010
Total AUM$7.3B
Discretionary$126.8M
Non-Disc.$7.2B
Employees--
Clients--
DateAug 2010
Total AUM$7.3B
Discretionary$126.8M
Non-Disc.$7.2B
Employees--
Clients--
DateApr 2010
Total AUM$7.3B
Discretionary$126.8M
Non-Disc.$7.2B
Employees--
Clients--
DateApr 2010
Total AUM$7.3B
Discretionary$126.8M
Non-Disc.$7.2B
Employees--
Clients--
DateJan 2010
Total AUM$7B
Discretionary$120.4M
Non-Disc.$6.8B
Employees--
Clients--
DateMar 2009
Total AUM$4.9B
Discretionary$79.6M
Non-Disc.$4.9B
Employees--
Clients--
DateMar 2008
Total AUM$6B
Discretionary$6M
Non-Disc.$6B
Employees--
Clients--
DateDec 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateNov 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateNov 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateNov 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateOct 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateOct 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateSep 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateSep 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateAug 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2006
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees--
Clients--
DateDec 2005
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees--
Clients--
DateSep 2005
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees--
Clients--
DateJun 2005
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees--
Clients--
DateJan 2005
Total AUM$830M
Discretionary$0
Non-Disc.$830M
Employees--
Clients--
DateAug 2004
Total AUM$830M
Discretionary$0
Non-Disc.$830M
Employees--
Clients--
DateJun 2004
Total AUM$830M
Discretionary$0
Non-Disc.$830M
Employees--
Clients--
DateMar 2004
Total AUM$830M
Discretionary$0
Non-Disc.$830M
Employees--
Clients--
DateJan 2004
Total AUM$775M
Discretionary$0
Non-Disc.$775M
Employees--
Clients--
DateDec 2003
Total AUM$775M
Discretionary$0
Non-Disc.$775M
Employees--
Clients--
DateOct 2003
Total AUM$775M
Discretionary$0
Non-Disc.$775M
Employees--
Clients--
DateApr 2002
Total AUM$880M
Discretionary$0
Non-Disc.$880M
Employees--
Clients--
DateMar 2002
Total AUM$11.9B
Discretionary$0
Non-Disc.$11.9B
Employees--
Clients--