Beutel, Goodman & Company Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ont.. Its latest Form ADV filing, dated March 30, 2026, reports $36.1B in regulatory assets under management, 128 employees, and 1,847 accounts.
Assets Under Management
$36.1B
Employees
128
Offices
--
Total Clients
1,847
Primary office
TORONTO, ONT.
20 EGLINTON AVENUE WEST, SUITE 2000, TORONTO, ONT., Canada
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.1% of total clients.
Top client categories% of clientsClients
1
HNWI
80.1%
1,480
2
Pension Plans
8.4%
155
3
Corporations
4.4%
82
4
Other Advisers
2.5%
47
5
Charitable
1.8%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$36.1Bas of March 30, 2026
Discretionary80.7%
$29.1B
81% of total RAUM80.7%
Non-discretionary19.3%
$7.0B
19% of total RAUM19.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$36.1B
Total Accounts1,847
10Y AUM Change+$8.0B (+28.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees128
Clients per Employee14:1
10Y Employee Change+50 (+64.1%)
* 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.