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- Custodian
- Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-09-1955
- Office Locations
- 108
Office Locations
About Oppenheimer & Co. Inc.
Oppenheimer & Co. is a global financial institution (serving clients since 1881) providing wealth management with customized financial planning, investing, and wealth-transition strategies for individuals and families, alongside capital markets and investment banking solutions for municipalities, institutions, and emerging-growth/middle-market companies. Investment approach emphasizes growth and capital preservation across traditional and non-traditional products, supported by in-house research and market strategy.
Reported data analysis
What the numbers show
Between October 24, 2025 and June 23, 2026, reported AUM increased 13.2%, from $32.4B to $36.7B.
Across 5 reported observations, AUM increased 35.8% between December 9, 2022 and June 23, 2026, from $27.0B to $36.7B.
Of the latest reported AUM, 38.8% is discretionary and 61.2% is non-discretionary.
The firm reports 1,219 advisory representatives and 39,036 clients, or 32 clients per representative. That equates to $940.4K in reported AUM per client.
The profile lists 108 reported office locations and 71 years in operation. The source data was last updated on June 23, 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
- Technology
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The full Oppenheimer & Co. Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Thomas Edward Cassidy
DIRECTOR, MANAGING DIRECTOR
- CRD
- #4502955
- Ownership
- Less than 5%
PETER JOHN GIORDANO
--
- CRD
- #2921308
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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MARK D ABBONIZIO
Financial Advisor
- CRD
- #6180296
JACKIE LEA ABELS
Financial Advisor
- CRD
- #2390400
Showing 2 of 1917 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,233,267,307 | $695,289 |
| Non-Discretionary | $22,477,438,441 | $1,210,743 |
| Total | $36,710,705,748 | $940,432 |
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Separately Managed Accounts
SMA allocation detail is available
Oppenheimer & Co. Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Oppenheimer & Co. Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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