Assets Under Management
$84.9B
Number of Clients
4,053
Number of Advisors
117
Average Client AUM
$20.9M
AUM per Advisor
$725.5M
Compensation
Fee-Only (AUM)
Eaton Vance, a subsidiary of Morgan Stanley, offers advisory services in equity, income, mixed-asset, and alternative strategies. They advise Funds, separately managed accounts for institutional clients, and individual retail investors through wrap fee programs. Their investment approach emphasizes fundamental analysis and considers various market factors.
One Post Office Square, Boston, MA, 02109