DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 10b 100b

CONGRESS ASSET MANAGEMENT COMPANY, LLP

CRD 105161

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:37562e85-3e0d-9dc8-77e2-fa6180601092

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 5
On other graphs: 0
Observed: Mar 9, 2012 to Mar 17, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.48 fund_share=0.3 institutional_share=0.2 related_bd=false related_bank=false bd_reps=14.0
Regulatory AUM: $14BItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $14B
Private client RAUM: $6.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 48%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $887Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 79
Advisory employees: 28
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 8,312
Individual clients: 6,408
High net worth clients: 1,611
Custody, client assets: $226M
SEC number: 801-23386
CIK: 897378
CRD: 105161
Filings on the tape: 38
First filed: Mar 9, 2012
Latest filed: Mar 17, 2026
Organised: Limited Liability Partnership, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL ANTHONY LAGAN	Chartered Financial Analyst	BOSTON, MA	20	34	n/a	no
JOHN BRENDAN O'REILLY	Chartered Financial Analyst	BOSTON, MA	14	39	n/a	no
AMY BOWKER NOYES	Chartered Financial Analyst	BOSTON, MA	14	30	n/a	no
TODD WILLIAM SOLOMAN	Chartered Financial Analyst	BOSTON, MA	14	25	n/a	no
GREGG ANDREW OKEEFE	Chartered Financial Analyst	BOSTON, MA	14	40	n/a	no
CHRISTOPHER MICHAEL LAGAN	Chartered Financial Analyst	BOSTON, MA	14	33	n/a	no
JOHN GERALD FITZGERALD	Chartered Financial Analyst	BOSTON, MA	14	28	n/a	no
E. MARTINE ELIE	Chartered Financial Analyst	BOSTON, MA	14	24	n/a	no
JOHN MIDDLETON BEAVER	Chartered Financial Analyst	BOSTON, MA	14	24	n/a	no
JEFFREY RYAN PORTER	Chartered Financial Analyst	BOSTON, MA	14	20	2	no
BRIAN TIMOTHY GUILD	n/a	BOSTON, MA	10	18	1	no
MATTHEW TERENCE LAGAN	Chartered Financial Analyst	BOSTON, MA	9	23	n/a	no
JEFFREY KIRKLAND KERRIGAN	Chartered Financial Analyst	BOSTON, MA	8	13	2	no
KEITH ROBERT GONTARZ	Chartered Financial Analyst	BOSTON, MA	5	17	2	no
NOEL BILLINGS BLAIR	Chartered Financial Analyst	BOSTON, MA	4	25	n/a	no
RYAN G TUMBRY	Chartered Financial Analyst	BOSTON, MA	0	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LAGAN HOLDING COMPANY TRUST	GENERAL PARTNER	E	yes	01/1990	Mar 17, 2026	Mar 17, 2026
LAGAN, CHRISTOPHER, MICHAEL	President	Na	yes	05/2022	Mar 17, 2026	Mar 17, 2026
LAGAN, DANIEL, ANTHONY	CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER	Na	yes	08/2013	Mar 17, 2026	Mar 17, 2026
LAGAN, MATTHEW, TERENCE	VICE PRESIDENT & PORTFOLIO MANAGER	Na	yes	01/2003	Mar 17, 2026	Mar 17, 2026
FRICANO, JAMES, A.	CHIEF COMPLIANCE OFFICER	Na	yes	10/2023	Oct 24, 2023	Mar 26, 2024
LAGAN HOLDING COMPANY TRUST	INDIRECT OWNER	E	yes	06/2004	Mar 24, 2015	Mar 26, 2024
LAGAN, CHRISTOPHER, MICHAEL	Trustee	C	yes	06/2004	Mar 9, 2012	Mar 26, 2024
LAGAN, DANIEL, ANTHONY	Trustee	D	yes	06/2004	Mar 9, 2012	Mar 26, 2024
LAGAN, MATTHEW, TERENCE	Officer	F	yes	06/2013	Mar 9, 2012	Mar 26, 2024
LAGAN - CONGRESS, INC.	GENERAL PARTNER	Na	no	06/2004	Mar 17, 2026	Mar 17, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$14B	$14B	79	28	1	n/a	n/a
2024	Mar 20, 2025	$14B	$14B	72	27	1	n/a	n/a
2023	Mar 26, 2024	$12B	$12B	66	28	0	n/a	n/a
2022	Mar 24, 2023	$10B	$10B	67	25	0	n/a	n/a
2021	Mar 16, 2022	$13B	$13B	62	23	0	n/a	n/a
2020	Mar 1, 2021	$11B	$11B	60	23	0	n/a	n/a
2019	Mar 11, 2020	$8.4B	$8.4B	57	23	0	n/a	n/a
2018	Feb 27, 2019	$7.1B	$7.1B	55	21	0	n/a	n/a
2017	Mar 20, 2018	$7.3B	$7.3B	53	21	0	n/a	n/a
2016	Mar 21, 2017	$5.7B	$5.7B	48	17	n/a	n/a	n/a
2015	Mar 9, 2016	$5.9B	$5.9B	53	20	n/a	n/a	n/a
2014	Mar 24, 2015	$7.4B	$6.2B	52	26	n/a	n/a	n/a
2013	Mar 5, 2014	$7.5B	$6.5B	50	21	n/a	n/a	n/a
2012	Jan 22, 2013	$7.5B	$6.8B	50	21	n/a	n/a	n/a
2011	Mar 9, 2012	$7.0B	$6.3B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$14B	$14B	0.1%	$10B	12.0%	79	72	1	1

Relationships

Registered with (19)

← RYAN G TUMBRYAdvisorregistration: current employment
Aug 12, 2026 to presentfactForm ADV
← NOEL BILLINGS BLAIRAdvisorregistration: current employment
Feb 15, 2022 to presentfactForm ADV
← KEITH ROBERT GONTARZAdvisorregistration: current employment
Oct 9, 2020 to presentfactForm ADV
← JEFFREY KIRKLAND KERRIGANAdvisorregistration: current employment
Nov 7, 2017 to presentfactForm ADV
← MATTHEW TERENCE LAGANAdvisorregistration: current employment
Oct 31, 2016 to presentfactForm ADV
← BRIAN TIMOTHY GUILDAdvisorregistration: current employment
Dec 7, 2015 to presentfactForm ADV
← JOHN BRENDAN O'REILLYAdvisorregistration: current employment
Sep 26, 2011 to presentfactForm ADV
← AMY BOWKER NOYESAdvisorregistration: current employment
Sep 26, 2011 to presentfactForm ADV
← TODD WILLIAM SOLOMANAdvisorregistration: current employment
Sep 26, 2011 to presentfactForm ADV
← GREGG ANDREW OKEEFEAdvisorregistration: current employment
Sep 26, 2011 to presentfactForm ADV
← CHRISTOPHER MICHAEL LAGANAdvisorregistration: current employment
Sep 26, 2011 to presentfactForm ADV
← JOHN GERALD FITZGERALDAdvisorregistration: current employment
Sep 26, 2011 to presentfactForm ADV
← E. MARTINE ELIEAdvisorregistration: current employment
Sep 26, 2011 to presentfactForm ADV
← JOHN MIDDLETON BEAVERAdvisorregistration: current employment
Sep 26, 2011 to presentfactForm ADV
← JEFFREY RYAN PORTERAdvisorregistration: current employment
Sep 26, 2011 to presentfactForm ADV
← DANIEL ANTHONY LAGANAdvisorregistration: current employment
May 24, 2006 to presentfactForm ADV
← PETER CHRISTIAN ANDERSENAdvisorregistration: previous registration
Sep 26, 2011 to Dec 7, 2016factForm ADV
← GEORGE HERBERT NORCROSSAdvisorregistration: previous registration
Nov 12, 2015 to Dec 7, 2016factForm ADV
← PAUL JOSEPH DEELEYAdvisorregistration: previous registration
Mar 14, 2001 to Nov 29, 2010factForm ADV

Affiliated with (2)

← CONGRESS WEALTH MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
← CONGRESS CAPITAL PARTNERS, LLPRegistered adviserother investment adviser, common control
factForm ADV

Controls (5)

← LAGAN, DANIEL, ANTHONYOwnerTRUSTEE, ownership code D, individual
Mar 9, 2012 to Mar 26, 2024factForm ADV
← LAGAN, CHRISTOPHER, MICHAELOwnerTRUSTEE, ownership code C, individual
Mar 9, 2012 to Mar 26, 2024factForm ADV
← LAGAN, MATTHEW, TERENCEOwnerOFFICER, ownership code F, individual
Mar 9, 2012 to Mar 26, 2024factForm ADV
← FRICANO, JAMES, A.OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 24, 2023 to Mar 26, 2024factForm ADV
← LAGAN HOLDING COMPANY TRUSTOwnerINDIRECT OWNER, ownership code E, domestic entity
Mar 24, 2015 to Mar 26, 2024factForm ADV

Owns (1)

← LAGAN - CONGRESS, INC.OwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 9, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Oct 24, 2023
Control person joined
A. James Fricano (Chief Compliance Officer) appeared on Schedule A of Congress Asset Management Company, Llp
Form ADVobserved 5 days ago
Occurred
Oct 4, 2023
Control person left
Ann Marie Swanson (Chief Compliance Officer) no longer on Schedule A of Congress Asset Management Company, Llp (listed 2023-09-21, absent 2023-10-04)
Form ADVobserved 5 days ago
Occurred
Sep 3, 2021
Control person joined
Ann Marie Swanson (Chief Compliance Officer) appeared on Schedule A of Congress Asset Management Company, Llp
Form ADVobserved 5 days ago
Occurred
Mar 1, 2021
Regulatory AUM changed
Congress Asset Management Company, Llp reported RAUM $10.7B, up 27% from $8.4B (2020-10-15 to 2021-03-01)
Form ADVobserved 5 days ago
$2.3B
Occurred
Mar 20, 2018
Regulatory AUM changed
Congress Asset Management Company, Llp reported RAUM $7.3B, up 28% from $5.7B (2017-09-28 to 2018-03-20)
Form ADVobserved 5 days ago
$1.6B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:37562e85-3e0d-9dc8-77e2-fa6180601092
First observed: Mar 9, 2012
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONGRESS ASSET MANAGEMENT COMPANY, LLP

CRD 105161

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:37562e85-3e0d-9dc8-77e2-fa6180601092

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL ANTHONY LAGAN

Chartered Financial Analyst

BOSTON, MA

n/a

JOHN BRENDAN O'REILLY

Chartered Financial Analyst

BOSTON, MA

n/a

AMY BOWKER NOYES

Chartered Financial Analyst

BOSTON, MA

n/a

TODD WILLIAM SOLOMAN

Chartered Financial Analyst

BOSTON, MA

n/a

GREGG ANDREW OKEEFE

Chartered Financial Analyst

BOSTON, MA

n/a

CHRISTOPHER MICHAEL LAGAN

Chartered Financial Analyst

BOSTON, MA

n/a

JOHN GERALD FITZGERALD

Chartered Financial Analyst

BOSTON, MA

n/a

E. MARTINE ELIE

Chartered Financial Analyst

BOSTON, MA

n/a

JOHN MIDDLETON BEAVER

Chartered Financial Analyst

BOSTON, MA

n/a

JEFFREY RYAN PORTER

Chartered Financial Analyst

BOSTON, MA

BRIAN TIMOTHY GUILD

n/a

BOSTON, MA

MATTHEW TERENCE LAGAN

Chartered Financial Analyst

BOSTON, MA

n/a

JEFFREY KIRKLAND KERRIGAN

Chartered Financial Analyst

BOSTON, MA

KEITH ROBERT GONTARZ

Chartered Financial Analyst

BOSTON, MA

NOEL BILLINGS BLAIR

Chartered Financial Analyst

BOSTON, MA

n/a

RYAN G TUMBRY

Chartered Financial Analyst

BOSTON, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LAGAN HOLDING COMPANY TRUST

GENERAL PARTNER

yes

01/1990

Mar 17, 2026

LAGAN, CHRISTOPHER, MICHAEL

President

yes

05/2022

Mar 17, 2026

LAGAN, DANIEL, ANTHONY

CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER

yes

08/2013

Mar 17, 2026

LAGAN, MATTHEW, TERENCE

VICE PRESIDENT & PORTFOLIO MANAGER

yes

01/2003

Mar 17, 2026

FRICANO, JAMES, A.

CHIEF COMPLIANCE OFFICER

yes

10/2023

Oct 24, 2023

Mar 26, 2024

LAGAN HOLDING COMPANY TRUST

INDIRECT OWNER

yes

06/2004

Mar 24, 2015

Mar 26, 2024

LAGAN, CHRISTOPHER, MICHAEL

Trustee

yes

06/2004

Mar 9, 2012

Mar 26, 2024

LAGAN, DANIEL, ANTHONY

Trustee

yes

06/2004

Mar 9, 2012

Mar 26, 2024

LAGAN, MATTHEW, TERENCE

Officer

yes

06/2013

Mar 9, 2012

Mar 26, 2024

LAGAN - CONGRESS, INC.

GENERAL PARTNER

06/2004

Mar 17, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$14B

n/a

2024

Mar 20, 2025

$14B

n/a

2023

Mar 26, 2024

$12B

n/a

2022

Mar 24, 2023

$10B

n/a

2021

Mar 16, 2022

$13B

n/a

2020

Mar 1, 2021

$11B

n/a

2019

Mar 11, 2020

$8.4B

n/a

2018

Feb 27, 2019

$7.1B

n/a

2017

Mar 20, 2018

$7.3B

n/a

2016

Mar 21, 2017

$5.7B

n/a

2015

Mar 9, 2016

$5.9B

n/a

2014

Mar 24, 2015

$7.4B

$6.2B

n/a

2013

Mar 5, 2014

$7.5B

$6.5B

n/a

2012

Jan 22, 2013

$7.5B

$6.8B

n/a

2011

Mar 9, 2012

$7.0B

$6.3B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$14B

0.1%

$10B

12.0%