| Revenue | — | — | — |
| Investment advisory fees, net - affiliates | 857.44b | 870.83b | 772.99b |
| Investment advisory fees, net - other | 240.42b | 244.95b | 238.64b |
| Administrative service fees, net - affiliates | 387.53b | 343.33b | 294.56b |
| Other service fees, net - affiliates | 128.73b | 134.43b | 121.38b |
| Other service fees, net - other | 17.97b | 16.03b | 18.24b |
| Total revenue | 1,632.09b | 1,609.57b | 1,445.81b |
| Operating expenses | — | — | — |
| Compensation and related | -540.49b | -563.39b | -512.71b |
| Distribution | -382.33b | -371.2b | -314.55b |
| Systems and communications | -92.52b | -84.2b | -77.78b |
| Professional service fees | -78.35b | -69.51b | -57.75b |
| Office and occupancy | -39.95b | -45.07b | -43.36b |
| Advertising and promotional | -24.09b | -22.99b | -20.93b |
| Travel and related | -15.4b | -15.41b | -12.46b |
| Intangible asset related | -79.36b | -13.87b | -44.07b |
| Other | -18.15b | -36.38b | -25.41b |
| Total operating expenses | -1,270.63b | -1,222.03b | -1,109.02b |
| Operating income | 361.47b | 387.55b | 336.8b |
| Nonoperating income (expenses) | — | — | — |
| Investment income, net | 26.07b | 22.56b | 8.97b |
| Gain (loss) on securities, net | 6.6b | 13.18b | -28.7b |
| Debt expense | -12.67b | -12.52b | -11.07b |
| Other, net | 0.14b | 0.56b | 0.22b |
| Total nonoperating income (expenses), net | 20.14b | 23.78b | -30.57b |
| Income before income taxes | 381.61b | 411.33b | 306.22b |
| Income tax provision | -113.18b | -106.55b | -71.66b |
| Net income including the noncontrolling interests in subsidiaries | 268.43b | 304.78b | 234.56b |
| Net income (loss) attributable to the noncontrolling interests in subsidiaries | 0.12b | 5.8b | -4.93b |
| Net income | 268.31b | 298.98b | 239.5b |