Services and clients
Goldman Sachs & Co. provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Financial planning was provided to 1–10 clients last fiscal year.
Clients
Goldman Sachs & Co. reports 46,268 clients. They include 29,104 high-net-worth individuals, 15,580 other clients and 1,040 charitable organizations.
AUM per wealth client averages the assets reported for individuals and high-net-worth individuals over their reported client counts. It excludes institutional clients.
- High-net-worth individuals29,104 clients$50.96B in assets
- Pension and profit-sharing plans9 clients$4.73M in assets
- Charitable organizations1,040 clients$17.53B in assets
- State or municipal government entities1 client$5.79M in assets
- Insurance companies28 clients$288.9M in assets
- Other client types16,086 clients$64.85B in assetsCorporations and other businesses; Other
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 29,104 | $50,962,159,253 | 38.1% | $1.75M |
| Pension and profit-sharing plans | 9 | $4,729,043 | 0.0% | $525K |
| Charitable organizations | 1,040 | $17,527,757,435 | 13.1% | $16.9M |
| State or municipal government entities | Fewer than 5 | $5,787,207 | 0.0% | $5.79M |
| Insurance companies | 28 | $288,850,139 | 0.2% | $10.3M |
| Corporations and other businesses | 506 | $16,937,232,904 | 12.7% | $33.5M |
| Other | 15,580 | $47,917,712,945 | 35.9% | $3.08M |
| Total | 46,268 | $133,644,228,926 | 100% | — |
- Clients
- 29,104
- Regulatory AUM
- $50,962,159,253
- AUM share
- 38.1%
- Avg. per client
- $1.75M
- Clients
- 9
- Regulatory AUM
- $4,729,043
- AUM share
- 0.0%
- Avg. per client
- $525K
- Clients
- 1,040
- Regulatory AUM
- $17,527,757,435
- AUM share
- 13.1%
- Avg. per client
- $16.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $5,787,207
- AUM share
- 0.0%
- Avg. per client
- $5.79M
- Clients
- 28
- Regulatory AUM
- $288,850,139
- AUM share
- 0.2%
- Avg. per client
- $10.3M
- Clients
- 506
- Regulatory AUM
- $16,937,232,904
- AUM share
- 12.7%
- Avg. per client
- $33.5M
- Clients
- 15,580
- Regulatory AUM
- $47,917,712,945
- AUM share
- 35.9%
- Avg. per client
- $3.08M
Total
- Clients
- 46,268
- Regulatory AUM
- $133,644,228,926
- AUM share
- 100%
- Avg. per client
- —
99.8% of assets ($133.35B across 46,265 accounts) are managed with discretion; $289.9M across 4 accounts are not. 2% of clients are outside the U.S. 2,355 clients received advice without assets under management last fiscal year.
Additional activity details
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 2,355
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Fees and minimums
Goldman Sachs & Co. is paid through a percentage of assets under management, fixed fees (other than subscription fees), commissions, performance-based fees and other.
Rates and terms vary by program. See the SEC brochures and fee pages for each schedule.
- GOLDMAN SACHS & CO. LLC FORM ADV, PART 2A - PRIVATE WEALTH MANAGEMENT
- Submitted 31 March 2026
- GOLDMAN SACHS & CO. LLC FORM ADV, PART 2A - MANAGED ACCOUNT STRATEGIES
- Submitted 31 March 2026
- GOLDMAN SACHS & CO. LLC FORM ADV, PART 2A - THIRD PARTY DISTRIBUTION
- Submitted 31 March 2026
Private Wealth Management fee structure summary
Private Wealth Management generally charges advisory fees as a percentage of account assets. Non-retirement accounts have two pricing models: a comprehensive advisory fee model (CASP) and a strategy-based model; the applicable signed fee schedule records the client’s fee.
Fee pages: 9
Managed Account Strategies fee structure summary
Managed Account Strategies charges an annual fee based on the market value of the account. The client signs a fee schedule at account opening; actual fees may be negotiated and differ from the separate published schedules for retirement and other accounts.
Fee pages: 8
Third-Party Distribution fee structure summary
Third-party distributed advisory accounts generally use a fixed strategy-based fee applied to the fair market value of invested assets. Fees can vary with negotiations, the relationship size, customized guidelines, required services and the strategy’s asset class.
Fee pages: 6
Fee details and sources
GOLDMAN SACHS & CO. LLC FORM ADV, PART 2A - THIRD PARTY DISTRIBUTION, submitted 31 March 2026.
Brochure and fee pagesFee pages: 6
GOLDMAN SACHS & CO. LLC FORM ADV, PART 2A - MANAGED ACCOUNT STRATEGIES, submitted 31 March 2026.
Brochure and fee pagesFee pages: 8
GOLDMAN SACHS & CO. LLC FORM ADV, PART 2A - PRIVATE WEALTH MANAGEMENT, submitted 31 March 2026.
Brochure and fee pagesFee pages: 9
Ownership and people
The Goldman Sachs Group, Inc. owns 75% or more of Goldman Sachs & Co..
- Owns 75% or more of Goldman Sachs & Co. LLC
The Goldman Sachs Group, Inc.
Control person · since April 2017
Staff
- 2,268 employees
- 1,765 in advisory functions
- 1,698 broker-dealer reps
- 60 insurance agents
- 1 soliciting firm
Investments and reported holdings
What the accounts hold
- Stocks11%
- Funds68%
- Registered funds64%
- Pooled vehicles4%
- Bonds1%
- Cash2%
- Other18%
- 5.k.(1)(a)(viii) includes derivative positions classified as assets for financial accounting purposes only and derivatives reflected as assets on financial statements. pwm derivative positions classified as liabilities are reflected in "other". see schedule d misc. for more information. "other" also includes structured notes. where a calculated percentage was greater than 0% and standard rounding would have resulted in 0% we rounded up to avoid implying the value was truly 0%.18%
Custodians
Goldman Sachs & Co.’s named custodians for separately managed accounts include Goldman Sachs & Co. ($97,402,293,517). Goldman Sachs & Co. has custody of $132.36B for 46,194 clients.
- Goldman Sachs & Co. LLCNew York, NY
- $97,402,293,517
Offices and registration details
Besides its headquarters, Goldman Sachs & Co. has 18 offices, with 19 listed addresses across 14 states.
Texas · 3 listed addresses
- 2001 Ross Ave, Dallas
- 401 South 1st Street, Austin
- 609 Main Street, Houston
California · 2 listed addresses
- 555 California Street, San Francisco
- 10100 Santa Monica BLVD, Los Angeles
Florida · 2 listed addresses
- 200 South Biscayne BLVD, Miami
- 360 S Rosemary Ave, West Palm Beach
New York · 2 listed addresses
- 200 West Street, New YorkHQ
- 100 Coliseum DR, Cohoes
Colorado · 1 listed address
- 200 Clayton Street, Denver
District of Columbia · 1 listed address
- 101 Constitution Avenue, Washington
Georgia · 1 listed address
- 3550 Peachtree Road, Ne, Atlanta
Illinois · 1 listed address
- 71 South Wacker Drive, Chicago
Massachusetts · 1 listed address
- 125 High Street, Boston
Michigan · 1 listed address
- 1001 Woodward Ave, Detroit
Pennsylvania · 1 listed address
- The Mellon Bank Center, Philadelphia
Tennessee · 1 listed address
- 320 Seven Springs Way, Brentwood
Utah · 1 listed address
- 111 South Main Street, Salt Lake City
Washington · 1 listed address
- 401 Union Street, Seattle
Registration details
- Legal name
- Goldman Sachs & Co. LLC
- Headquarters
- 200 West Street, New York, NY 10282
- @goldman-sachs
- SEC file
- 801-16048
- Structure
- New York LLC
- Fiscal year end
- December
- State notice filings
- 53 jurisdictions, most recently 16 January 2018
Notice filing jurisdictions
- Alabama
- Notice Filed · 28 October 1992
- Alaska
- Notice Filed · 21 November 1997
- Arizona
- Notice Filed · 26 November 1997
- Arkansas
- Notice Filed · 19 October 1988
- California
- Notice Filed · 8 July 1997
- Colorado
- Notice Filed · 30 April 2001
- Connecticut
- Notice Filed · 26 September 1997
- Delaware
- Notice Filed · 24 January 2011
- District of Columbia
- Notice Filed · 30 April 2001
- Florida
- Notice Filed · 14 June 1993
- Georgia
- Notice Filed · 27 February 2003
- Hawaii
- Notice Filed · 14 November 1997
- Idaho
- Notice Filed · 14 November 1997
- Illinois
- Notice Filed · 12 December 1988
- Indiana
- Notice Filed · 6 September 1988
- Iowa
- Notice Filed · 1 January 1999
- Kansas
- Notice Filed · 18 November 1997
- Kentucky
- Notice Filed · 24 November 1997
- Louisiana
- Notice Filed · 8 October 2001
- Maine
- Notice Filed · 20 January 1989
- Maryland
- Notice Filed · 1 January 1992
- Massachusetts
- Notice Filed · 30 April 2001
- Michigan
- Notice Filed · 30 April 2001
- Minnesota
- Notice Filed · 2 January 1998
- Mississippi
- Notice Filed · 17 November 1997
- Missouri
- Notice Filed · 19 November 1997
- Montana
- Notice Filed · 26 November 1997
- Nebraska
- Notice Filed · 24 November 1999
- Nevada
- Notice Filed · 2 January 1991
- New Hampshire
- Notice Filed · 26 October 1988
- New Jersey
- Notice Filed · 15 September 1988
- New Mexico
- Notice Filed · 25 January 1989
- New York
- Notice Filed · 26 October 1988
- North Carolina
- Notice Filed · 3 April 2001
- North Dakota
- Notice Filed · 18 October 1988
- Ohio
- Notice Filed · 19 November 1999
- Oklahoma
- Notice Filed · 1 January 1998
- Oregon
- Notice Filed · 18 November 1988
- Pennsylvania
- Notice Filed · 1 January 1998
- Puerto Rico
- Notice Filed · 1 November 1996
- Rhode Island
- Notice Filed · 17 November 1997
- South Carolina
- Notice Filed · 24 October 1988
- South Dakota
- Notice Filed · 21 October 1988
- Tennessee
- Notice Filed · 19 September 1997
- Texas
- Notice Filed · 30 April 2001
- Utah
- Notice Filed · 9 October 1997
- Vermont
- Notice Filed · 24 November 1997
- Virgin Islands
- Notice Filed · 28 February 2008
- Virginia
- Notice Filed · 3 February 1998
- Washington
- Notice Filed · 29 December 1998
- West Virginia
- Notice Filed · 6 September 1988
- Wisconsin
- Notice Filed · 17 November 1997
- Wyoming
- Notice Filed · 16 January 2018
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Goldman Sachs & Co. have?
Goldman Sachs & Co. has 46,268 clients and manages $133.6 billion for them, as of July 2026. They include 29,104 high-net-worth individuals, 15,580 other clients and 1,040 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026
What services does Goldman Sachs & Co. offer?
Goldman Sachs & Co. provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Goldman Sachs & Co. use?
Goldman Sachs & Co.’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $97,402,293,517. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026
How many financial advisors does Goldman Sachs & Co. have?
Goldman Sachs & Co. has 0 investment adviser representatives registered with state securities authorities, out of 2,268 employees, and 1,765 perform investment advisory functions. 1,698 employees are registered representatives of a broker-dealer and 60 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Goldman Sachs & Co. invest in?
At the end of its last fiscal year, Goldman Sachs & Co.’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 18% other, 11% exchange-traded equities, 4% pooled vehicles (private funds and similar), 2% cash and equivalents and 1% U.S. government and agency bonds. The 18% other category is described as: 5.k.(1)(a)(viii) Includes Derivative Positions Classified As Assets for Financial Accounting Purposes Only and Derivatives Reflected As Assets on Financial Statements. PWM Derivative Positions Classified As Liabilities Are Reflected in "other". See Schedule D Misc. for More Information. "other" Also Includes Structured Notes. Where A Calculated Percentage Was Greater Than 0% and Standard Rounding Would Have Resulted in 0% We Rounded Up to Avoid Implying the Value Was Truly 0%.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Goldman Sachs & Co.?
Goldman Sachs & Co.’s direct owner is the Goldman Sachs Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 July 2026
How does Goldman Sachs & Co. get paid?
Goldman Sachs & Co. is paid through a percentage of assets under management, fixed fees, commissions, performance-based fees and other arrangements.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file