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- Custodian
- BNY Mellon ยท Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-17-1988
- Office Locations
- 3
Office Locations
About Oppenheimer Asset Management
Oppenheimer (Oppenheimer Asset Management) is a global financial institution serving retail and institutional clients with wealth management, asset management, capital markets, and investment banking. The firm emphasizes customized planning, investing, and wealth-transition strategies focused on growth and capital preservation, supported by in-house research and market strategy perspectives. Founded in 1881, it also advises municipalities, institutions, and emerging-growth to middle-market companies.
Reported data analysis
What the numbers show
Between October 16, 2025 and July 1, 2026, reported AUM increased 6.8%, from $20.0B to $21.3B.
Across 5 reported observations, AUM increased 7.3% between November 4, 2022 and July 1, 2026, from $19.9B to $21.3B.
Of the latest reported AUM, 76.6% is discretionary and 23.4% is non-discretionary.
The firm reports 129 advisory representatives and 43,537 clients, or 337.5 clients per representative. That equates to $489.9K in reported AUM per client.
The profile lists 3 reported office locations and 38 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
PETER MICHAEL CADARET
Investment Advisor, President
- CRD
- #2833000
- Ownership
- Less than 5%
ALBERT GRINSFELDER LOWENTHAL
DIRECTOR, Executive Chairman
- CRD
- #313519
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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LEO JOHN DIERCKMAN
Senior Portfolio Manager OIA Taxable Fixed Income
- CRD
- #4825963
ELIZABETH CICOLELLO MESSINA
Managing Director
- CRD
- #2207936
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,327,399,946 | $561,175 |
| Non-Discretionary | $4,999,696,882 | $346,191 |
| Total | $21,327,096,828 | $489,861 |
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Separately Managed Accounts
SMA allocation detail is available
Oppenheimer Asset Management has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Oppenheimer Asset Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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