Congress Asset Management Company, Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 17, 2026, reports $14.2B in regulatory assets under management, 79 employees, 1 office, and 8,312 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.1% of total clients.
Top client categories% of clientsClients
1
Individuals
77.1%
6,408
2
HNWI
19.4%
1,611
3
Corporations
1.6%
131
4
Charitable
1.1%
94
5
Pension Plans
0.6%
49
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Insurance Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.2Bas of March 17, 2026
Discretionary100.0%
$14.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$14.2B
Total Accounts8,312
10Y AUM Change+$8.5B (+149.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees79
Clients per Employee105:1
10Y Employee Change+31 (+64.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.