CRD: 105161
Congress Asset Management Company, LLP
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- Custodian
- Broadridge · Fidelity/NFS · SEI · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-31-1985
- Office Locations
- 1
Office Locations
About Congress Asset Management Company, LLP
Congress Asset Management Company, LLP is a Boston-based asset manager serving retail and institutional clients with a lineup of equity, balanced, and fixed income strategies—spanning large/mid/small-cap growth and value, dividend growth, and core to intermediate duration and credit-focused fixed income. Strategies are offered via SMAs/ETFs and are available on platforms such as Envestnet.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 17, 2026, reported AUM increased 0.1%, from $14.2B to $14.2B.
Across 5 reported observations, AUM increased 11.1% between March 16, 2022 and March 17, 2026, from $12.8B to $14.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 28 advisory representatives and 8,337 clients, or 297.8 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Congress Asset Management Company, LLP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES A. FRICANO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CHRISTOPHER MICHAEL LAGAN
President
- CRD
- #2497190
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JOHN MIDDLETON BEAVER
Vice President
- CRD
- #4587495
NOEL BILLINGS BLAIR
Vice President
- CRD
- #5091619
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,199,956,103 | $1,708,368 |
| Non-Discretionary | $0 | -- |
| Total | $14,199,956,103 | $1,708,368 |
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Separately Managed Accounts
SMA allocation detail is available
Congress Asset Management Company, LLP has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Congress Asset Management Company, LLP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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