| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 05/01/2025 |
| Adviser Type
- Large advisory firm - Pension consultant |
|
| Number of Employees | 33,750 -8.63% |
| of those in investment advisory functions | 25,777 0.57% |
| AUM* | 2,340,828,833,453 40.17% |
| of that, discretionary | 1,218,169,227,562 38.21% |
| Private Fund GAV* | 0 |
| Avg Account Size | 457,686 138.90% |
| High Net Worth | 25.67% 15.70% |
| SMA’s | Yes |
| Private Funds | 0 5 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions