Adviser Profile

AUM* 3,904,795,950 24%
of that, discretionary 3,347,598,929 25%
Number of Employees 50 9%
of those in investment advisory functions 40 14%
Private Fund GAV* 0
Avg Account Size 3,278,586 57%
% High Net Worth 31.26% -37%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

3B 3B 2B 2B 1B 956M 478M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908637 Stock NameVANGUARD LARGE CAP $ Position$78,800,586 % Position8.00% $ Change-4.00% # Change1.00%
Stck Ticker464288802 Stock NameISHARES MSCI USA ESG SELECT ETF $ Position$69,021,557 % Position7.00% $ Change-4.00% # Change2.00%
Stck Ticker464288570 Stock NameISHARES TR KLD 400 SOCIAL INDEX FD $ Position$49,742,890 % Position5.00% $ Change-5.00% # Change1.00%
Stck Ticker46436E759 Stock NameISHARES ESG ADVANCED MSCI EAFE ETF $ Position$55,527,836 % Position5.00% $ Change1.00% # Change0.00%
Stck Ticker808524201 Stock NameSchwab US Large-Cap ETF $ Position$47,481,503 % Position5.00% $ Change-1.00% # Change4.00%
Stck Ticker921910725 Stock NameVANGUARD ESG INTERNATIONAL STOCK ETF $ Position$34,392,855 % Position3.00% $ Change-4.00% # Change-4.00%
Stck Ticker921910733 Stock NameVANGUARD ESG U.S. STOCK ETF $ Position$30,644,219 % Position3.00% $ Change-7.00% # Change0.00%
Stck Ticker46641Q670 Stock NameJPMorgan Core Plus Bond ETF $ Position$27,265,425 % Position3.00% $ Change1.00% # Change2.00%
Stck Ticker46138J460 Stock NameInvesco BulletShares 2030 Corp Bd ETF $ Position$24,218,827 % Position2.00% $ Change1.00% # Change2.00%
Stck Ticker46138J577 Stock NameInvesco BulletShares 2029 Corp Bd ETF $ Position$23,328,332 % Position2.00% $ Change1.00% # Change2.00%

Brochure Summary