v3.25.2
Acquisitions - Narrative (Details)
$ / shares in Units, $ in Thousands, shares in Millions
 1 Months Ended 3 Months Ended 6 Months Ended 12 Months Ended
Aug. 01, 2025
USD ($)
Apr. 03, 2025
USD ($)
Apr. 02, 2025
$ / shares
shares
Oct. 01, 2024
USD ($)
Mar. 31, 2025
USD ($)
Jun. 30, 2025
USD ($)
Mar. 31, 2025
USD ($)
letters_of_credit
acquistion
Jun. 30, 2025
USD ($)
Jun. 30, 2025
USD ($)
Jun. 30, 2025
USD ($)
acquistion
Jun. 30, 2025
USD ($)
business_combination
Jun. 30, 2025
USD ($)
asset_acquisition
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Business Acquisition [Line Items]                            
Number of business combinations                   4 5      
Number of Asset Acquisitions | asset_acquisition                       16    
Contingent consideration           $ 124,849   $ 124,849 $ 124,849 $ 124,849 $ 124,849 $ 124,849 $ 196,898  
Goodwill           2,213,393   $ 2,213,393 2,213,393 $ 2,213,393 2,213,393 2,213,393 2,172,873 $ 1,856,648
Business Combination, Pro Forma Information, Revenue of Acquiree since Acquisition Date, Actual           185,400     370,900          
Number Of Business And Asset Acquisitions | acquistion             23              
Purchase accounting adjustments                 3,921       16,980  
Asset Acquisitions                            
Business Acquisition [Line Items]                            
Number of Asset Acquisitions | acquistion             16     16        
Asset Acquisition, Consideration Transferred             $ 178,300   143,700          
Asset Acquisition, Consideration Transferred, Contingent Consideration                 94,100          
Asset Acquisition, Contingent Consideration, Liability                         97,200  
Asset Acquisitions | Minimum                            
Business Acquisition [Line Items]                            
Weighted-average life remaining (in years)               14 years            
Asset Acquisitions | Maximum                            
Business Acquisition [Line Items]                            
Weighted-average life remaining (in years)               15 years            
Advisor Relationships | Asset Acquisitions                            
Business Acquisition [Line Items]                            
Asset Acquisition, Recognized Identifiable Assets Acquired and Liabilities Assumed, Finite-Lived Intangibles           2,000   $ 2,000 2,000 $ 2,000 2,000 2,000 $ 48,500  
Customer Relationships                            
Business Acquisition [Line Items]                            
Weighted-average life remaining (in years)               12 years 8 months 12 days         12 years 8 months 12 days  
Customer Relationships | Asset Acquisitions                            
Business Acquisition [Line Items]                            
Asset Acquisition, Recognized Identifiable Assets Acquired and Liabilities Assumed, Finite-Lived Intangibles           141,700   $ 141,700 141,700 141,700 141,700 141,700 $ 129,800  
Unsecured Debt | 4.900% Senior Notes Due 2028                            
Business Acquisition [Line Items]                            
Aggregate principal amount of debt issued   $ 500,000                        
Interest rate on debt   4.90%                        
Unsecured Debt | 5.150% Senior Notes Due 2030                            
Business Acquisition [Line Items]                            
Aggregate principal amount of debt issued   $ 500,000                        
Interest rate on debt   5.15%                        
Unsecured Debt | 5.750% Senior Notes Due 2035                            
Business Acquisition [Line Items]                            
Aggregate principal amount of debt issued   $ 500,000                        
Interest rate on debt   5.75%                        
Public Offering                            
Business Acquisition [Line Items]                            
Sale of stock, number of shares issued in transaction (in shares) | shares     5.4                      
Sale of stock, price per share (in dollars per share) | $ / shares     $ 320.00                      
Commonwealth Financial Network | Subsequent Event                            
Business Acquisition [Line Items]                            
Percentage of voting interests acquired 100.00%                          
Cash payments for acquisition $ 2,700,000                          
Other Acquisitions                            
Business Acquisition [Line Items]                            
Goodwill           11,700   11,700 11,700 11,700 11,700 11,700    
Business combination, recognized identifiable assets acquired and liabilities assumed, assets           68,000   68,000 68,000 68,000 68,000 68,000    
Cash and equivalents           58,300   58,300 58,300 58,300 58,300 58,300    
Business combination, recognized identifiable assets acquired and liabilities assumed, liabilities           9,600   9,600 9,600 $ 9,600 9,600 9,600    
Business combination, contingent consideration arrangements, change in range of outcomes, contingent consideration, liability, value, high                 44,100          
Number of Acquisitions | acquistion                   21        
Number of acquisitions, liquidity and succession solution | acquistion                   19        
Other Acquisitions | Customer Relationships                            
Business Acquisition [Line Items]                            
Finite-lived intangible assets acquired           56,000   $ 56,000 56,000 $ 56,000 56,000 56,000    
Other Acquisitions | Customer Relationships | Minimum                            
Business Acquisition [Line Items]                            
Weighted-average life remaining (in years)               14 years            
Other Acquisitions | Customer Relationships | Maximum                            
Business Acquisition [Line Items]                            
Weighted-average life remaining (in years)               15 years            
The Investment Center, Inc.                            
Business Acquisition [Line Items]                            
Cash payments for acquisition         $ 70,200                  
Total consideration         70,600                  
Liabilities incurred         400                  
Contingent consideration         $ 10,400   10,400              
Goodwill           27,100   $ 27,100 27,100 27,100 27,100 27,100    
Acquisition related costs           2,500     4,800          
Purchase accounting adjustments           5,600                
Purchase price adjustment, decrease in other liabilities           6,100                
The Investment Center, Inc. | Advisor Relationships                            
Business Acquisition [Line Items]                            
Finite-lived intangible assets acquired           43,500   $ 43,500 43,500 $ 43,500 $ 43,500 $ 43,500    
Weighted-average life remaining (in years)               16 years            
The Investment Center, Inc. | Advisory Relationships                            
Business Acquisition [Line Items]                            
Decrease to provisional intangible assets acquired           400                
Atria Wealth Solutions, Inc. Acquisition                            
Business Acquisition [Line Items]                            
Cash payments for acquisition       $ 853,429                    
Total consideration       872,974                    
Goodwill       301,804                    
Business combination, recognized identifiable assets acquired and liabilities assumed, assets       788,395                    
Cash and equivalents       76,259                    
Business combination, recognized identifiable assets acquired and liabilities assumed, liabilities       217,225                    
Contingent consideration arrangements, range of outcomes, value, high       330,000                    
Other intangibles       620,100                    
Acquisition related costs           32,000     $ 44,000          
Decrease in total consideration from purchase accounting adjustments           15,400                
Purchase accounting adjustments           2,900                
Purchase price adjustment, decrease in other receivables           4,800                
Purchase price adjustment, decrease in other liabilities           8,700                
Purchase price adjustment, decrease in deferred tax liabilities           400                
Purchase price adjustment, decrease in accounts payable and accrued liabilities           2,000                
Atria Wealth Solutions, Inc. Acquisition | Institutional Relationships                            
Business Acquisition [Line Items]                            
Other intangibles       195,400                    
Decrease to provisional intangible assets acquired           6,300                
Atria Wealth Solutions, Inc. Acquisition | Advisor Relationships                            
Business Acquisition [Line Items]                            
Other intangibles       $ 424,700                    
Atria Wealth Solutions, Inc. Acquisition | Advisory Relationships                            
Business Acquisition [Line Items]                            
Decrease to provisional intangible assets acquired           $ 13,500                
Series of Individually Immaterial Business Acquisitions                            
Business Acquisition [Line Items]                            
Cash payments for acquisition             64,400              
Total consideration             $ 113,200              
Contingent consideration                         48,800  
Goodwill                         34,300  
Number of Businesses Acquired | letters_of_credit             7              
Purchase accounting adjustments             $ (3,800)              
Decrease to provisional intangible assets acquired             $ (11,300)              
Series of Individually Immaterial Business Acquisitions | Customer Relationships                            
Business Acquisition [Line Items]                            
Other intangibles                         $ 78,900  
Liquidity & Succession solution                            
Business Acquisition [Line Items]                            
Number Of Business And Asset Acquisitions | acquistion             22              
Atria Wealth Solutions, Inc                            
Business Acquisition [Line Items]                            
Percentage of voting interests acquired       100.00%