Edward D. Jones & Co., L.P.
$395B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$103B
$395B
2017
2025
Same-firm comparison: 2 firms that reported Edward D. Jones & Co., L.P. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | $327B | $1.0T | 32.3% | 03/26/2026 |
| Natixis Advisors, Llc | $67.5B | $109B | 62.1% | 03/27/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.