DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 10b 100b

MADISON INVESTMENT ADVISORS, LLC

CRD 110297

MADISON, WI

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:460bee08-74b2-6739-c87d-5db3fa89e5f3

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 47
Dated events: 15
On other graphs: 0
Observed: Mar 20, 2012 to Mar 20, 2026
41 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=0.46 fund_share=0.0 institutional_share=0.4 related_bd=true related_bank=false bd_reps=20.0
Regulatory AUM: $14BItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $14B
Private client RAUM: $6.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 46%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 20
RAUM per advisor: $692Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 92
Advisory employees: 44
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 16,164
Individual clients: 12,359
High net worth clients: 2,243
Custody, client assets: $860M
SEC number: 801-52751
CIK: 1507115
CRD: 110297
Filings on the tape: 41
First filed: Mar 20, 2012
Latest filed: Mar 20, 2026
Organised: Limited Liability Company, WI

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
JEFFREY EDWARD SIMONBAKER	n/a	MADISON, WI	15	27	2	yes
JEFFREY THOMAS MATTHIAS	Chartered Financial Analyst	MADISON, WI	15	39	1	no
DONALD JOSEPH MILLER	Chartered Financial Analyst	SCOTTSDALE, AZ \| MADISON, WI	11	33	n/a	no
STUART PAUL DYBDAHL	n/a	MADISON, WI	11	12	1	yes
LESLIE OLIVERSEN	n/a	MADISON, WI	9	15	n/a	yes
MICHAEL RYAN GLATKOWSKI	n/a	MADISON, WI	7	27	3	yes
CHRISTOPHER ALLEN RIDBERG	n/a	MADISON, WI	7	24	n/a	yes
CHRISTOPHER ANTHONY ALEMAN	n/a	MADISON, WI	7	18	1	yes
DAVID GEISLER	n/a	MADISON, WI	7	21	2	no
THOMAS RALPH HENRY TIBBLES	Chartered Financial Analyst	MADISON, WI \| TORONTO	5	12	1	no
NATALIE L JOHNSON	n/a	MADISON, WI	5	24	4	yes
JOEL ARTHUR DYKMAN	n/a	MADISON, WI \| MEQUON, WI	5	28	3	yes
STEVEN ALLAN CARL	n/a	MADISON, WI	4	30	3	yes
Matthew Howard Weiss	n/a	MADISON, WI	4	13	1	no
TIMOTHY JOHN VAN PELT	n/a	MADISON, WI	3	11	2	no
Kiernan Haney	n/a	MADISON, WI	3	10	1	yes
MINDI ANNE ENDRES	n/a	MADISON, WI	2	21	n/a	yes
MICHAEL ZACHARIAH GRIMES	n/a	MADISON, WI	1	27	2	no
NICHOLAS ANDREW HARENDA	n/a	MADISON, WI	0	11	n/a	no
AARON RYAN HANSON	Chartered Financial Analyst	MADISON, WI \| EAGAN, MN	0	18	1	yes

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
CARL, STEVEN, ALLAN	CHIEF DISTRIBUTION OFFICER, CHAIRMAN OF THE EXECUTIVE COMMITTEE CHIEF LEGAL OFFICER	Na	yes	01/2014	Mar 20, 2026	Mar 20, 2026
EISINGER, RICHARD, ALLEN	HEAD OF EQUITIES, PORTFOLIO MANAGER	Na	yes	11/2023	Mar 20, 2026	Mar 20, 2026
FRIEDOW, JILL, MANTERNACH	HEAD OF OPERATIONS AND CHIEF TECHNOLOGY OFFICER	Na	yes	03/2020	Mar 20, 2026	Mar 20, 2026
HENRICKSON, MARK, DANA	CHIEF FINANCIAL OFFICER	Na	yes	01/2018	Mar 20, 2026	Mar 20, 2026
RYAN, PATRICK, F	HEAD OF MULTI-ASSET SOLUTIONS, PORTFOLIO MANAGER	Na	yes	01/2023	Mar 20, 2026	Mar 20, 2026
SANDERS, MICHAEL, SCOTT	HEAD OF FIXED INCOME, PORTFOLIO MANAGER	Na	yes	01/2023	Mar 20, 2026	Mar 20, 2026
TOYAMA, HARUKI	HEAD OF MID CAP & LARGE CAP EQUITY, PORTFOLIO MANAGER	Na	yes	01/2023	Mar 20, 2026	Mar 20, 2026
FREDRICKS, STEVEN, JOSEPH	CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER	Na	yes	05/2018	Sep 11, 2018	Mar 22, 2024
MADISON ASSET MANAGEMENT, LLC	IMMEDIATE CORPORATE PARENT	E	yes	11/2010	Mar 20, 2012	Mar 22, 2024
MADISON INVESTMENT HOLDINGS, INC	HOLDING COMPANY	E	yes	11/2010	Mar 20, 2012	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MADISON ASSET MANAGEMENT, LLC	n/a	Asset manager	$4.9B	Y	yes	n/a
MFD DISTRIBUTOR, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Milwaukee	Wi	United States	9	no

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 20, 2026	$14B	$14B	92	44	1	n/a	n/a
2024	Mar 28, 2025	$13B	$13B	94	42	1	n/a	n/a
2023	Mar 22, 2024	$13B	$13B	95	43	1	n/a	n/a
2022	Mar 29, 2023	$13B	$13B	96	44	2	n/a	n/a
2021	Mar 24, 2022	$19B	$14B	95	48	2	n/a	n/a
2020	Mar 30, 2021	$14B	$9.7B	82	39	1	n/a	n/a
2019	Mar 24, 2020	$12B	$8.9B	3,485	37	1	n/a	n/a
2018	Mar 29, 2019	$11B	$8.1B	79	29	1	n/a	n/a
2017	Mar 29, 2018	$10B	$7.8B	83	35	1	n/a	n/a
2016	Mar 28, 2017	$9.5B	$7.4B	84	35	n/a	n/a	n/a
2015	Mar 23, 2016	$8.5B	$7.7B	86	35	n/a	n/a	n/a
2014	Mar 26, 2015	$8.7B	$8.0B	75	30	n/a	n/a	n/a
2013	Mar 14, 2014	$6.3B	$5.7B	75	30	n/a	n/a	n/a
2012	Mar 20, 2013	$7.3B	$7.0B	75	30	n/a	n/a	n/a
2011	Mar 20, 2012	$5.8B	$5.7B	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
1	2	-1	10.0%	0	0	0	3	2

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	$13B	3.7%	$13B	2.2%	92	94	1	1

Relationships

Affiliated with (7)

→ MADISON ASSET MANAGEMENTRegistered adviserother investment adviser, control, common control
factForm ADV
← MADISON ASSET MANAGEMENTRegistered adviserother investment adviser, control, common control
factForm ADV
← HANSBERGER GROWTH INVESTORS, LPRegistered adviserother investment adviser, common control
factForm ADV
← MADISON INVESTMENT HOLDINGS, INCRegistered adviserother investment adviser, control, common control
factForm ADV
← NORTHROAD CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
← CONCORD ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← MADISON SCOTTSDALERegistered adviserother investment adviser, common control
factForm ADV

Registered with (30)

← AARON RYAN HANSONAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← NICHOLAS ANDREW HARENDAAdvisorregistration: current employment
Oct 29, 2025 to presentfactForm ADV
← MICHAEL ZACHARIAH GRIMESAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← MINDI ANNE ENDRESAdvisorregistration: current employment
May 22, 2024 to presentfactForm ADV
← Kiernan HaneyAdvisorregistration: current employment
Mar 23, 2023 to presentfactForm ADV
← TIMOTHY JOHN VAN PELTAdvisorregistration: current employment
Mar 20, 2023 to presentfactForm ADV
← Matthew Howard WeissAdvisorregistration: current employment
Jun 22, 2022 to presentfactForm ADV
← STEVEN ALLAN CARLAdvisorregistration: current employment
Oct 12, 2021 to presentfactForm ADV
← JOEL ARTHUR DYKMANAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← NATALIE L JOHNSONAdvisorregistration: current employment
Feb 9, 2021 to presentfactForm ADV
← THOMAS RALPH HENRY TIBBLESAdvisorregistration: current employment
Oct 29, 2020 to presentfactForm ADV
← DAVID GEISLERAdvisorregistration: current employment
Aug 27, 2019 to presentfactForm ADV
← CHRISTOPHER ANTHONY ALEMANAdvisorregistration: current employment
Apr 3, 2019 to presentfactForm ADV
← CHRISTOPHER ALLEN RIDBERGAdvisorregistration: current employment
Mar 27, 2019 to presentfactForm ADV
← MICHAEL RYAN GLATKOWSKIAdvisorregistration: current employment
Feb 1, 2019 to presentfactForm ADV
← LESLIE OLIVERSENAdvisorregistration: current employment
Feb 23, 2017 to presentfactForm ADV
← STUART PAUL DYBDAHLAdvisorregistration: current employment
Sep 3, 2015 to presentfactForm ADV
← DONALD JOSEPH MILLERAdvisorregistration: current employment
Jan 16, 2015 to presentfactForm ADV
← JEFFREY THOMAS MATTHIASAdvisorregistration: current employment
Aug 4, 2011 to presentfactForm ADV
← JEFFREY EDWARD SIMONBAKERAdvisorregistration: current employment
Jan 27, 2011 to presentfactForm ADV
← Thomas Levi WilliamsonAdvisorregistration: previous registration
Apr 30, 2025 to Jun 3, 2026factForm ADV
← DAVID SCHARFAdvisorregistration: previous registration
Apr 19, 2025 to Mar 3, 2026factForm ADV
← Christopher SpaithAdvisorregistration: previous registration
Sep 29, 2022 to Apr 5, 2023factForm ADV
← COURTNEY LIEBIG DEANAdvisorregistration: previous registration
May 27, 2013 to Nov 17, 2020factForm ADV
← ROBIN CHORONE ROQUITTEAdvisorregistration: previous registration
Jan 27, 2011 to Nov 13, 2019factForm ADV
← PHILLIP RONALD WAARAAdvisorregistration: previous registration
Feb 23, 2017 to Nov 13, 2019factForm ADV
← BENJAMIN NATHAN DICKEYAdvisorregistration: previous registration
Dec 19, 2012 to Nov 1, 2018factForm ADV
← JOHN COLBURN CLARKEAdvisorregistration: previous registration
Sep 3, 2015 to Oct 5, 2018factForm ADV
← Carol Jean Vander SluisAdvisorregistration: previous registration
Jan 9, 2012 to Nov 16, 2016factForm ADV
← BRIAN JOHN CLEVENAdvisorregistration: previous registration
Jan 26, 2011 to Apr 6, 2011factForm ADV

Controls (10)

← MADISON INVESTMENT HOLDINGS, INCOwnerHOLDING COMPANY, ownership code E, domestic entity
Mar 20, 2012 to Mar 22, 2024factForm ADV
← MADISON ASSET MANAGEMENT, LLCOwnerIMMEDIATE CORPORATE PARENT, ownership code E, domestic entity
Mar 20, 2012 to Mar 22, 2024factForm ADV
← EISINGER, RICHARD, ALLENOwnerHEAD OF EQUITIES, PORTFOLIO MANAGER, ownership code NA, individual
Mar 20, 2012 to Mar 22, 2024factForm ADV
← TOYAMA, HARUKIOwnerHEAD OF MID CAP & LARGE CAP EQUITY, PORTFOLIO MANAGER, ownership code NA, individual
Mar 29, 2023 to Mar 22, 2024factForm ADV
← CARL, STEVEN, ALLANOwnerCHIEF DISTRIBUTION OFFICER, CHAIRMAN OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Aug 1, 2014 to Mar 22, 2024factForm ADV
← FREDRICKS, STEVEN, JOSEPHOwnerCHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER, ownership code NA, individual
Sep 11, 2018 to Mar 22, 2024factForm ADV
← RYAN, PATRICK, FOwnerHEAD OF MULTI-ASSET SOLUTIONS, PORTFOLIO MANAGER, ownership code NA, individual
Mar 29, 2023 to Mar 22, 2024factForm ADV
← HENRICKSON, MARK, DANAOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 7, 2023 to Mar 22, 2024factForm ADV
← SANDERS, MICHAEL, SCOTTOwnerHEAD OF FIXED INCOME, PORTFOLIO MANAGER, ownership code NA, individual
Mar 29, 2023 to Mar 22, 2024factForm ADV
← FRIEDOW, JILL, MANTERNACHOwnerHEAD OF OPERATIONS AND CHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Jun 16, 2020 to Mar 22, 2024factForm ADV

Dated events

Occurred
Jun 3, 2026
Advisor changed firm
Thomas Levi Williamson left Madison Investment Advisors, Llc for Calamos Advisors Llc (registered 2026-09-11)
Form ADVobserved 4 days ago
Occurred
Mar 3, 2026
Advisor changed firm
David Scharf left Madison Investment Advisors, Llc for Evergreen Capital Management Llc (registered 2026-04-09)
Form ADVobserved 4 days ago
Occurred
Dec 7, 2023
Control person left
Louise Katherine Frank (Board Member Of Parent Company) no longer on Schedule A of Madison Investment Advisors, Llc (listed 2023-03-29, absent 2023-12-07)
Form ADVobserved 4 days ago
Occurred
Dec 7, 2023
Control person left
Anthony Paul Lefurgey (Co-Head Of Investments And Board Member Of Parent Company) no longer on Schedule A of Madison Investment Advisors, Llc (listed 2023-03-29, absent 2023-12-07)
Form ADVobserved 4 days ago
Occurred
Dec 7, 2023
Control person left
Edward Frank Burgess (Chairman Of The Board Of Madison Investment Holdings, Inc.) no longer on Schedule A of Madison Investment Advisors, Llc (listed 2023-03-29, absent 2023-12-07)
Form ADVobserved 4 days ago
Occurred
Dec 7, 2023
Control person joined
Dana Mark Henrickson (Chief Financial Officer) appeared on Schedule A of Madison Investment Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Apr 5, 2023
Advisor changed firm
Christopher Spaith left Madison Investment Advisors, Llc for Empower Advisory Group, Llc (registered 2023-08-10)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2023
Control person joined
Haruki Toyama (Head Of Mid Cap & Large Cap Equity, Portfolio Manager) appeared on Schedule A of Madison Investment Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2023
Control person joined
F Patrick Ryan (Head Of Multi-Asset Solutions, Portfolio Manager) appeared on Schedule A of Madison Investment Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2023
Control person joined
Scott Michael Sanders (Head Of Madison Fixed Income, Portfolio Manager) appeared on Schedule A of Madison Investment Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Jan 9, 2023
Regulatory AUM changed
Madison Investment Advisors, Llc reported RAUM $14.4B, down 26% from $19.4B (2022-06-10 to 2023-01-09)
Form ADVobserved 4 days ago
$-5.0B
Occurred
Mar 24, 2022
Regulatory AUM changed
Madison Investment Advisors, Llc reported RAUM $19.4B, up 41% from $13.8B (2021-06-11 to 2022-03-24)
Form ADVobserved 4 days ago
$5.6B
Occurred
Jun 16, 2020
Control person joined
Manternach Jill Friedow (Chief Technology Officer) appeared on Schedule A of Madison Investment Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 24, 2020
Control person left
Sean Kevin Thompson (Chief Legal Officer And Chief Administrative Officer) no longer on Schedule A of Madison Investment Advisors, Llc (listed 2019-11-08, absent 2020-03-24)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2019
Control person left
Anne Elizabeth Dettman (Chief Operating Officer) no longer on Schedule A of Madison Investment Advisors, Llc (listed 2019-03-29, absent 2019-11-08)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:460bee08-74b2-6739-c87d-5db3fa89e5f3
First observed: Mar 20, 2012
Last observed: Mar 20, 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.

MADISON INVESTMENT ADVISORS, LLC

CRD 110297

MADISON, WI

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:460bee08-74b2-6739-c87d-5db3fa89e5f3

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY EDWARD SIMONBAKER

n/a

MADISON, WI

yes

JEFFREY THOMAS MATTHIAS

Chartered Financial Analyst

MADISON, WI

DONALD JOSEPH MILLER

Chartered Financial Analyst

SCOTTSDALE, AZ | MADISON, WI

n/a

STUART PAUL DYBDAHL

n/a

MADISON, WI

yes

LESLIE OLIVERSEN

n/a

MADISON, WI

n/a

yes

MICHAEL RYAN GLATKOWSKI

n/a

MADISON, WI

yes

CHRISTOPHER ALLEN RIDBERG

n/a

MADISON, WI

n/a

yes

CHRISTOPHER ANTHONY ALEMAN

n/a

MADISON, WI

yes

DAVID GEISLER

n/a

MADISON, WI

THOMAS RALPH HENRY TIBBLES

Chartered Financial Analyst

MADISON, WI | TORONTO

NATALIE L JOHNSON

n/a

MADISON, WI

yes

JOEL ARTHUR DYKMAN

n/a

MADISON, WI | MEQUON, WI

yes

STEVEN ALLAN CARL

n/a

MADISON, WI

yes

Matthew Howard Weiss

n/a

MADISON, WI

TIMOTHY JOHN VAN PELT

n/a

MADISON, WI

Kiernan Haney

n/a

MADISON, WI

yes

MINDI ANNE ENDRES

n/a

MADISON, WI

n/a

yes

MICHAEL ZACHARIAH GRIMES

n/a

MADISON, WI

NICHOLAS ANDREW HARENDA

n/a

MADISON, WI

n/a

AARON RYAN HANSON

Chartered Financial Analyst

MADISON, WI | EAGAN, MN

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARL, STEVEN, ALLAN

CHIEF DISTRIBUTION OFFICER, CHAIRMAN OF THE EXECUTIVE COMMITTEE CHIEF LEGAL OFFICER

yes

01/2014

Mar 20, 2026

EISINGER, RICHARD, ALLEN

HEAD OF EQUITIES, PORTFOLIO MANAGER

yes

11/2023

Mar 20, 2026

FRIEDOW, JILL, MANTERNACH

HEAD OF OPERATIONS AND CHIEF TECHNOLOGY OFFICER

yes

03/2020

Mar 20, 2026

HENRICKSON, MARK, DANA

CHIEF FINANCIAL OFFICER

yes

01/2018

Mar 20, 2026

RYAN, PATRICK, F

HEAD OF MULTI-ASSET SOLUTIONS, PORTFOLIO MANAGER

yes

01/2023

Mar 20, 2026

SANDERS, MICHAEL, SCOTT

HEAD OF FIXED INCOME, PORTFOLIO MANAGER

yes

01/2023

Mar 20, 2026

TOYAMA, HARUKI

HEAD OF MID CAP & LARGE CAP EQUITY, PORTFOLIO MANAGER

yes

01/2023

Mar 20, 2026

FREDRICKS, STEVEN, JOSEPH

CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER

yes

05/2018

Sep 11, 2018

Mar 22, 2024

MADISON ASSET MANAGEMENT, LLC

IMMEDIATE CORPORATE PARENT

yes

11/2010

Mar 20, 2012

Mar 22, 2024

MADISON INVESTMENT HOLDINGS, INC

HOLDING COMPANY

yes

11/2010

Mar 20, 2012

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MADISON ASSET MANAGEMENT, LLC

n/a

Asset manager

$4.9B

yes

n/a

MFD DISTRIBUTOR, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Milwaukee

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$14B

n/a

2024

Mar 28, 2025

$13B

n/a

2023

Mar 22, 2024

$13B

n/a

2022

Mar 29, 2023

$13B

n/a

2021

Mar 24, 2022

$19B

$14B

n/a

2020

Mar 30, 2021

$14B

$9.7B

n/a

2019

Mar 24, 2020

$12B

$8.9B

3,485

n/a

2018

Mar 29, 2019

$11B

$8.1B

n/a

2017

Mar 29, 2018

$10B

$7.8B

n/a

2016

Mar 28, 2017

$9.5B

$7.4B

n/a

2015

Mar 23, 2016

$8.5B

$7.7B

n/a

2014

Mar 26, 2015

$8.7B

$8.0B

n/a

2013

Mar 14, 2014

$6.3B

$5.7B

n/a

2012

Mar 20, 2013

$7.3B

$7.0B

n/a

2011

Mar 20, 2012

$5.8B

$5.7B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

10.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$14B

$13B

3.7%

$13B

2.2%