NOTE: Includes teammates holding CFP, CPA, CFA and other credentials. Please refer to Important Disclosures for descriptions of credentials. Data are as of February 11, 2022, unless otherwise indicated.
As of February 18, 2022, approximately $10B constitutes regulatory assets under management, with an additional approximately $2B in assets under advisement related to holdings of clients for which we provide aggregated reporting, financial planning, wealth management consulting, retirement plan consulting and advisory services, and/or similar services
Locations are as of February 18, 2022 and includes any place a teammate is located whether in an office or remote.