RIA Intel›Advisers›BEUTEL, GOODMAN & COMPANY LTD.

BEUTEL, GOODMAN & COMPANY LTD.

Advisory

N·TORONTO, ONT.

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$36.1B

1-Year AUM Growth

+11.5%

3-Year CAGR

+3.4%

Employees

41

Assets Under Management

Total AUM$36.1B

Discretionary AUM$29.1B

Non-Discretionary AUM$7.0B

Discretionary %80.7%

Total Clients1,236

Team

Total Employees41

Investment Advisers128

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record31

First FilingJun 10, 2005

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BEUTEL, GOODMAN & COMPANY LTD.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.