Total AUM
$4,562,032,812
As of 10/24/2025
Revenue
$23,406,047
As of 12/31/2024
Billable — 90.2%
Non-Billable — 9.8%
AUM by Advisor
J. Richardson
$842.3M
M. Chen
$721.5M
S. Williams
$698.1M
A. Patel
$534.7M
K. Morrison
$412.2M
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