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News 2026-10-14 18:22 UTC

EdgePoint's top 20% of advisors account for 86% of retail AUM

EdgePoint's top 20% of advisors accounted for 86% of retail assets under management as of September 30, 2026. Those advisors managed approximately $30.5 billion, up from $30 billion on June 30, averaging approximately $25.6 million per advisor. The top 20% of institutional clients represented 97% of institutional asset