RAYMOND JAMES & ASSOCIATES, INC.
CRD #705 SEC #801-10418 ST. PETERSBURG, FL 727-567-1000
SEC Registered Broker-Dealer Disclosures
Total AUM
$433.8B
Discretionary
$327.8B
Employees
13,966
Clients
251
Accounts
1,070,028
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $501B | $378.7B | $122.3B | 16,780 | 2,231 |
| Dec 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Oct 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Sep 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Jul 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Jun 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Jun 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Jun 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| May 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Apr 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Mar 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Jan 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Jan 2025 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Dec 2024 | $433.8B | $327.8B | $106B | 13,966 | 2,313 |
| Nov 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Nov 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Sep 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Sep 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Aug 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Aug 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Jun 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Jun 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Apr 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Apr 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Mar 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Feb 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Feb 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Jan 2024 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Dec 2023 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Dec 2023 | $350B | $250.4B | $99.6B | 12,793 | 2,174 |
| Oct 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Oct 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Sep 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Aug 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Aug 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| May 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Apr 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Apr 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Apr 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Feb 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Jan 2023 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Dec 2022 | $306.1B | $215.4B | $90.7B | 11,789 | 2,295 |
| Nov 2022 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| Nov 2022 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| Oct 2022 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| Aug 2022 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| Aug 2022 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| Jul 2022 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| May 2022 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| Mar 2022 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| Jan 2022 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| Dec 2021 | $331.2B | $238B | $93.2B | 11,455 | 2,032 |
| Nov 2021 | $242.5B | $179.2B | $63.4B | 11,701 | 1,733 |
| Sep 2021 | $242.5B | $179.2B | $63.4B | 11,701 | 1,733 |
| Jul 2021 | $242.5B | $179.2B | $63.4B | 11,701 | 1,733 |
| Jun 2021 | $242.5B | $179.2B | $63.4B | 11,701 | 1,733 |
| Apr 2021 | $242.5B | $179.2B | $63.4B | 11,701 | 1,733 |
| Jan 2021 | $242.5B | $179.2B | $63.4B | 11,701 | 1,733 |
| Dec 2020 | $242.5B | $179.2B | $63.4B | 11,701 | 1,733 |
| Oct 2020 | $203.9B | $153.7B | $50.3B | 10,745 | 1,518 |
| Oct 2020 | $203.9B | $153.7B | $50.3B | 10,745 | 1,518 |
| Sep 2020 | $203.9B | $153.7B | $50.3B | 10,745 | 1,518 |
| Jun 2020 | $203.9B | $153.7B | $50.3B | 10,745 | 1,518 |
| Apr 2020 | $203.9B | $153.7B | $50.3B | 10,745 | 1,518 |
| Feb 2020 | $203.9B | $153.7B | $50.3B | 10,745 | 1,518 |
| Dec 2019 | $203.9B | $153.7B | $50.3B | 10,745 | 1,518 |
| Oct 2019 | $176.1B | $136.2B | $39.8B | 14,205 | 2,181 |
| Jun 2019 | $176.1B | $136.2B | $39.8B | 14,205 | 2,181 |
| May 2019 | $176.1B | $136.2B | $39.8B | 14,205 | 2,181 |
| Apr 2019 | $176.1B | $136.2B | $39.8B | 14,205 | 2,181 |
| Apr 2019 | $176.1B | $136.2B | $39.8B | 14,205 | 2,181 |
| Apr 2019 | $176.1B | $136.2B | $39.8B | 14,205 | 2,181 |
| Apr 2019 | $176.1B | $136.2B | $39.8B | 14,205 | 2,181 |
| Dec 2018 | $176.1B | $136.2B | $39.8B | 14,205 | 2,181 |
| Nov 2018 | $142.9B | $109.5B | $33.4B | 13,277 | 1,349 |
| Sep 2018 | $142.9B | $109.5B | $33.4B | 13,277 | 1,349 |
| Jul 2018 | $142.9B | $109.5B | $33.4B | 13,277 | 1,349 |
| Jul 2018 | $142.9B | $109.5B | $33.4B | 13,277 | 1,349 |
| Jul 2018 | $142.9B | $109.5B | $33.4B | 13,277 | 1,349 |
| Jun 2018 | $142.9B | $109.5B | $33.4B | 13,277 | 1,349 |
| Feb 2018 | $142.9B | $109.5B | $33.4B | 13,277 | 1,349 |
| Dec 2017 | $142.9B | $109.5B | $33.4B | 13,277 | 1,349 |
| Dec 2017 | $142.9B | $109.5B | $33.4B | 13,277 | 1,349 |
| Sep 2017 | $133.5B | $102.2B | $31.3B | 12,273 | 257,100 |
| Jun 2017 | $125B | $95.6B | $29.4B | 12,273 | 257,100 |
| Mar 2017 | $112B | $84.6B | $27.4B | 12,273 | 225,900 |
| Dec 2016 | $112B | $84.6B | $27.4B | 12,273 | 225,900 |
| Nov 2016 | $96.6B | $74.8B | $21.8B | 11,248 | 188,400 |
| Jun 2016 | $91.4B | $70.7B | $20.7B | 11,248 | 188,400 |
| Feb 2016 | $82.4B | $63.5B | $19B | 11,248 | 188,400 |
| Dec 2015 | $82.4B | $63.5B | $19B | 11,248 | 188,400 |
| Nov 2015 | $83.9B | $64.1B | $19.8B | 10,367 | 177,900 |
| Jun 2015 | $83.9B | $64.1B | $19.8B | 10,367 | 177,900 |
| Apr 2015 | $76B | $57.5B | $18.5B | 10,220 | 165,900 |
| Dec 2014 | $76B | $57.5B | $18.5B | 10,220 | 165,900 |
| Sep 2014 | $75.6B | $56.9B | $18.6B | 10,090 | 160,700 |
| Jul 2014 | $75.6B | $56.9B | $18.6B | 10,090 | 160,700 |
| Apr 2014 | $70.3B | $53B | $17.4B | 10,090 | 155,300 |
| Dec 2013 | $61.4B | $45.8B | $15.6B | 10,021 | 144,000 |
| Sep 2013 | $56.9B | $41.8B | $15.1B | 10,153 | 136,000 |
| May 2013 | $56.9B | $41.8B | $15.1B | 10,153 | 136,000 |
| Dec 2012 | $42.1B | $31.7B | $10.4B | 10,400 | 105,000 |
| Nov 2012 | $38.3B | $28.7B | $9.6B | 7,600 | 101,700 |
| Jul 2012 | $38.3B | $28.7B | $9.6B | -- | 101,700 |
| May 2012 | $38.5B | $28.9B | $9.7B | -- | 98,000 |
| Apr 2012 | $38.5B | $28.9B | $9.7B | -- | 98,000 |
| Mar 2012 | $38.5B | $28.9B | $9.7B | -- | 98,000 |
| Dec 2011 | $33.4B | $25B | $8.4B | -- | 95,000 |
| Nov 2011 | $30.1B | $22.3B | $7.9B | -- | -- |
| Aug 2011 | $30.1B | $22.3B | $7.9B | -- | -- |
| May 2011 | $30.1B | $22.3B | $7.9B | -- | -- |
| Dec 2010 | $30.1B | $22.3B | $7.9B | -- | -- |
| Apr 2009 | $24.1B | $18.3B | $5.8B | -- | -- |
| Dec 2007 | $25.8B | $20.1B | $5.7B | -- | -- |
| May 2007 | $19B | $14.4B | $4.6B | -- | -- |
| Mar 2007 | $19B | $14.4B | $4.6B | -- | -- |
| Dec 2006 | $19B | $14.4B | $4.6B | -- | -- |
| Dec 2005 | $12.9B | $3.3B | $9.6B | -- | -- |
| May 2005 | $2B | $1.4B | $520.8M | -- | -- |
| Jan 2005 | $2B | $1.4B | $520.8M | -- | -- |
| Jan 2005 | $6.3B | $1.4B | $4.9B | -- | -- |
| May 2004 | $5B | $4.5B | $515.2M | -- | -- |
| Jan 2004 | $5B | $4.5B | $515.2M | -- | -- |
| Dec 2003 | $3.8B | $3.3B | $500.3M | -- | -- |
| Dec 2003 | $3.8B | $3.3B | $500.3M | -- | -- |
| Aug 2001 | $6.6B | $5.3B | $1.2B | -- | -- |
DateDec 2025
Total AUM$501B
Discretionary$378.7B
Non-Disc.$122.3B
Employees16,780
Clients2,231
DateDec 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateOct 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateSep 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateJul 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateJun 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateJun 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateJun 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateMay 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateApr 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateMar 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateJan 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateJan 2025
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateDec 2024
Total AUM$433.8B
Discretionary$327.8B
Non-Disc.$106B
Employees13,966
Clients2,313
DateNov 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateNov 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateSep 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateSep 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateAug 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateAug 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateJun 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateJun 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateApr 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateApr 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateMar 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateFeb 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateFeb 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateJan 2024
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateDec 2023
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateDec 2023
Total AUM$350B
Discretionary$250.4B
Non-Disc.$99.6B
Employees12,793
Clients2,174
DateOct 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateOct 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateSep 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateAug 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateAug 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateMay 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateApr 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateApr 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateApr 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateFeb 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateJan 2023
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateDec 2022
Total AUM$306.1B
Discretionary$215.4B
Non-Disc.$90.7B
Employees11,789
Clients2,295
DateNov 2022
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateNov 2022
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateOct 2022
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateAug 2022
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateAug 2022
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateJul 2022
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateMay 2022
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateMar 2022
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateJan 2022
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateDec 2021
Total AUM$331.2B
Discretionary$238B
Non-Disc.$93.2B
Employees11,455
Clients2,032
DateNov 2021
Total AUM$242.5B
Discretionary$179.2B
Non-Disc.$63.4B
Employees11,701
Clients1,733
DateSep 2021
Total AUM$242.5B
Discretionary$179.2B
Non-Disc.$63.4B
Employees11,701
Clients1,733
DateJul 2021
Total AUM$242.5B
Discretionary$179.2B
Non-Disc.$63.4B
Employees11,701
Clients1,733
DateJun 2021
Total AUM$242.5B
Discretionary$179.2B
Non-Disc.$63.4B
Employees11,701
Clients1,733
DateApr 2021
Total AUM$242.5B
Discretionary$179.2B
Non-Disc.$63.4B
Employees11,701
Clients1,733
DateJan 2021
Total AUM$242.5B
Discretionary$179.2B
Non-Disc.$63.4B
Employees11,701
Clients1,733
DateDec 2020
Total AUM$242.5B
Discretionary$179.2B
Non-Disc.$63.4B
Employees11,701
Clients1,733
DateOct 2020
Total AUM$203.9B
Discretionary$153.7B
Non-Disc.$50.3B
Employees10,745
Clients1,518
DateOct 2020
Total AUM$203.9B
Discretionary$153.7B
Non-Disc.$50.3B
Employees10,745
Clients1,518
DateSep 2020
Total AUM$203.9B
Discretionary$153.7B
Non-Disc.$50.3B
Employees10,745
Clients1,518
DateJun 2020
Total AUM$203.9B
Discretionary$153.7B
Non-Disc.$50.3B
Employees10,745
Clients1,518
DateApr 2020
Total AUM$203.9B
Discretionary$153.7B
Non-Disc.$50.3B
Employees10,745
Clients1,518
DateFeb 2020
Total AUM$203.9B
Discretionary$153.7B
Non-Disc.$50.3B
Employees10,745
Clients1,518
DateDec 2019
Total AUM$203.9B
Discretionary$153.7B
Non-Disc.$50.3B
Employees10,745
Clients1,518
DateOct 2019
Total AUM$176.1B
Discretionary$136.2B
Non-Disc.$39.8B
Employees14,205
Clients2,181
DateJun 2019
Total AUM$176.1B
Discretionary$136.2B
Non-Disc.$39.8B
Employees14,205
Clients2,181
DateMay 2019
Total AUM$176.1B
Discretionary$136.2B
Non-Disc.$39.8B
Employees14,205
Clients2,181
DateApr 2019
Total AUM$176.1B
Discretionary$136.2B
Non-Disc.$39.8B
Employees14,205
Clients2,181
DateApr 2019
Total AUM$176.1B
Discretionary$136.2B
Non-Disc.$39.8B
Employees14,205
Clients2,181
DateApr 2019
Total AUM$176.1B
Discretionary$136.2B
Non-Disc.$39.8B
Employees14,205
Clients2,181
DateApr 2019
Total AUM$176.1B
Discretionary$136.2B
Non-Disc.$39.8B
Employees14,205
Clients2,181
DateDec 2018
Total AUM$176.1B
Discretionary$136.2B
Non-Disc.$39.8B
Employees14,205
Clients2,181
DateNov 2018
Total AUM$142.9B
Discretionary$109.5B
Non-Disc.$33.4B
Employees13,277
Clients1,349
DateSep 2018
Total AUM$142.9B
Discretionary$109.5B
Non-Disc.$33.4B
Employees13,277
Clients1,349
DateJul 2018
Total AUM$142.9B
Discretionary$109.5B
Non-Disc.$33.4B
Employees13,277
Clients1,349
DateJul 2018
Total AUM$142.9B
Discretionary$109.5B
Non-Disc.$33.4B
Employees13,277
Clients1,349
DateJul 2018
Total AUM$142.9B
Discretionary$109.5B
Non-Disc.$33.4B
Employees13,277
Clients1,349
DateJun 2018
Total AUM$142.9B
Discretionary$109.5B
Non-Disc.$33.4B
Employees13,277
Clients1,349
DateFeb 2018
Total AUM$142.9B
Discretionary$109.5B
Non-Disc.$33.4B
Employees13,277
Clients1,349
DateDec 2017
Total AUM$142.9B
Discretionary$109.5B
Non-Disc.$33.4B
Employees13,277
Clients1,349
DateDec 2017
Total AUM$142.9B
Discretionary$109.5B
Non-Disc.$33.4B
Employees13,277
Clients1,349
DateSep 2017
Total AUM$133.5B
Discretionary$102.2B
Non-Disc.$31.3B
Employees12,273
Clients257,100
DateJun 2017
Total AUM$125B
Discretionary$95.6B
Non-Disc.$29.4B
Employees12,273
Clients257,100
DateMar 2017
Total AUM$112B
Discretionary$84.6B
Non-Disc.$27.4B
Employees12,273
Clients225,900
DateDec 2016
Total AUM$112B
Discretionary$84.6B
Non-Disc.$27.4B
Employees12,273
Clients225,900
DateNov 2016
Total AUM$96.6B
Discretionary$74.8B
Non-Disc.$21.8B
Employees11,248
Clients188,400
DateJun 2016
Total AUM$91.4B
Discretionary$70.7B
Non-Disc.$20.7B
Employees11,248
Clients188,400
DateFeb 2016
Total AUM$82.4B
Discretionary$63.5B
Non-Disc.$19B
Employees11,248
Clients188,400
DateDec 2015
Total AUM$82.4B
Discretionary$63.5B
Non-Disc.$19B
Employees11,248
Clients188,400
DateNov 2015
Total AUM$83.9B
Discretionary$64.1B
Non-Disc.$19.8B
Employees10,367
Clients177,900
DateJun 2015
Total AUM$83.9B
Discretionary$64.1B
Non-Disc.$19.8B
Employees10,367
Clients177,900
DateApr 2015
Total AUM$76B
Discretionary$57.5B
Non-Disc.$18.5B
Employees10,220
Clients165,900
DateDec 2014
Total AUM$76B
Discretionary$57.5B
Non-Disc.$18.5B
Employees10,220
Clients165,900
DateSep 2014
Total AUM$75.6B
Discretionary$56.9B
Non-Disc.$18.6B
Employees10,090
Clients160,700
DateJul 2014
Total AUM$75.6B
Discretionary$56.9B
Non-Disc.$18.6B
Employees10,090
Clients160,700
DateApr 2014
Total AUM$70.3B
Discretionary$53B
Non-Disc.$17.4B
Employees10,090
Clients155,300
DateDec 2013
Total AUM$61.4B
Discretionary$45.8B
Non-Disc.$15.6B
Employees10,021
Clients144,000
DateSep 2013
Total AUM$56.9B
Discretionary$41.8B
Non-Disc.$15.1B
Employees10,153
Clients136,000
DateMay 2013
Total AUM$56.9B
Discretionary$41.8B
Non-Disc.$15.1B
Employees10,153
Clients136,000
DateDec 2012
Total AUM$42.1B
Discretionary$31.7B
Non-Disc.$10.4B
Employees10,400
Clients105,000
DateNov 2012
Total AUM$38.3B
Discretionary$28.7B
Non-Disc.$9.6B
Employees7,600
Clients101,700
DateJul 2012
Total AUM$38.3B
Discretionary$28.7B
Non-Disc.$9.6B
Employees--
Clients101,700
DateMay 2012
Total AUM$38.5B
Discretionary$28.9B
Non-Disc.$9.7B
Employees--
Clients98,000
DateApr 2012
Total AUM$38.5B
Discretionary$28.9B
Non-Disc.$9.7B
Employees--
Clients98,000
DateMar 2012
Total AUM$38.5B
Discretionary$28.9B
Non-Disc.$9.7B
Employees--
Clients98,000
DateDec 2011
Total AUM$33.4B
Discretionary$25B
Non-Disc.$8.4B
Employees--
Clients95,000
DateNov 2011
Total AUM$30.1B
Discretionary$22.3B
Non-Disc.$7.9B
Employees--
Clients--
DateAug 2011
Total AUM$30.1B
Discretionary$22.3B
Non-Disc.$7.9B
Employees--
Clients--
DateMay 2011
Total AUM$30.1B
Discretionary$22.3B
Non-Disc.$7.9B
Employees--
Clients--
DateDec 2010
Total AUM$30.1B
Discretionary$22.3B
Non-Disc.$7.9B
Employees--
Clients--
DateApr 2009
Total AUM$24.1B
Discretionary$18.3B
Non-Disc.$5.8B
Employees--
Clients--
DateDec 2007
Total AUM$25.8B
Discretionary$20.1B
Non-Disc.$5.7B
Employees--
Clients--
DateMay 2007
Total AUM$19B
Discretionary$14.4B
Non-Disc.$4.6B
Employees--
Clients--
DateMar 2007
Total AUM$19B
Discretionary$14.4B
Non-Disc.$4.6B
Employees--
Clients--
DateDec 2006
Total AUM$19B
Discretionary$14.4B
Non-Disc.$4.6B
Employees--
Clients--
DateDec 2005
Total AUM$12.9B
Discretionary$3.3B
Non-Disc.$9.6B
Employees--
Clients--
DateMay 2005
Total AUM$2B
Discretionary$1.4B
Non-Disc.$520.8M
Employees--
Clients--
DateJan 2005
Total AUM$2B
Discretionary$1.4B
Non-Disc.$520.8M
Employees--
Clients--
DateJan 2005
Total AUM$6.3B
Discretionary$1.4B
Non-Disc.$4.9B
Employees--
Clients--
DateMay 2004
Total AUM$5B
Discretionary$4.5B
Non-Disc.$515.2M
Employees--
Clients--
DateJan 2004
Total AUM$5B
Discretionary$4.5B
Non-Disc.$515.2M
Employees--
Clients--
DateDec 2003
Total AUM$3.8B
Discretionary$3.3B
Non-Disc.$500.3M
Employees--
Clients--
DateDec 2003
Total AUM$3.8B
Discretionary$3.3B
Non-Disc.$500.3M
Employees--
Clients--
DateAug 2001
Total AUM$6.6B
Discretionary$5.3B
Non-Disc.$1.2B
Employees--
Clients--