v3.26.1
Acquisitions - Narrative (Details)
$ / shares in Units, $ in Thousands, shares in Millions
1 Months Ended 3 Months Ended 12 Months Ended
Aug. 01, 2025
USD ($)
Apr. 03, 2025
USD ($)
Apr. 02, 2025
$ / shares
shares
Mar. 31, 2025
USD ($)
Mar. 31, 2026
USD ($)
acquistion
letters_of_credit
asset_acquisition
Mar. 31, 2025
USD ($)
Dec. 31, 2025
USD ($)
acquistion
business_combination
Dec. 31, 2024
USD ($)
Business Combination [Line Items]                
Number of business combinations | acquistion         2      
Number of Asset Acquisitions | asset_acquisition         6      
Contingent consideration         $ 134,277   $ 124,038  
Goodwill         2,659,170   $ 2,644,723 $ 2,172,873
Number Of Business And Asset Acquisitions | acquistion             34  
Purchase accounting adjustments             $ 26,035  
Loans Payable, Fair Value Disclosure         $ 88,000      
Asset Acquisitions                
Business Combination [Line Items]                
Number of Asset Acquisitions | acquistion         6   28  
Asset Acquisition, Consideration Transferred         $ 46,100   $ 227,900  
Asset Acquisition, Consideration Transferred, Contingent Consideration         $ 21,500      
Asset Acquisition, Contingent Consideration, Liability             $ 158,100  
Asset Acquisitions | Minimum                
Business Combination [Line Items]                
Weighted-average life remaining (in years)         14 years   14 years  
Asset Acquisitions | Maximum                
Business Combination [Line Items]                
Weighted-average life remaining (in years)         15 years   15 years  
Advisor Relationships | Asset Acquisitions                
Business Combination [Line Items]                
Asset Acquisition, Recognized Identifiable Assets Acquired and Liabilities Assumed, Finite-Lived Intangibles         $ 5,300   $ 5,500  
Customer Relationships                
Business Combination [Line Items]                
Weighted-average life remaining (in years)         12 years 2 months 12 days 12 years 3 months 18 days    
Customer Relationships | Asset Acquisitions                
Business Combination [Line Items]                
Asset Acquisition, Recognized Identifiable Assets Acquired and Liabilities Assumed, Finite-Lived Intangibles         $ 40,800   222,400  
Asset Acquisition, Consideration Transferred, Contingent Consideration         $ 22,800      
Trade Names [Member]                
Business Combination [Line Items]                
Weighted-average life remaining (in years)         1 year 1 year 2 months 12 days    
Unsecured Debt | 4.900% Senior Notes Due 2028                
Business Combination [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 Combination [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 Combination [Line Items]                
Aggregate principal amount of debt issued   $ 500,000            
Interest rate on debt   5.75%            
Public Offering                
Business Combination [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                
Business Combination [Line Items]                
Percentage of voting interests acquired 100.00%              
Other Acquisitions                
Business Combination [Line Items]                
Goodwill         $ 14,400      
Business combination, recognized identifiable assets acquired and liabilities assumed, assets         82,900      
Cash and equivalents         66,100      
Business combination, recognized identifiable assets acquired and liabilities assumed, liabilities         16,800      
Business combination, contingent consideration arrangements, change in range of outcomes, contingent consideration, liability, value, high         $ 50,500   46,900  
Number of Acquisitions | acquistion         8      
Other Acquisitions | Advisor Relationships                
Business Combination [Line Items]                
Finite-lived intangible assets acquired         $ 46,500      
Weighted-average life remaining (in years)         15 years      
Other Acquisitions | Customer Relationships                
Business Combination [Line Items]                
Finite-lived intangible assets acquired         $ 22,000      
Weighted-average life remaining (in years)         14 years      
The Investment Center, Inc.                
Business Combination [Line Items]                
Cash payments for acquisition       $ 72,200        
Total consideration       72,600        
Liabilities incurred       400        
Contingent consideration       $ 10,400   $ 10,400    
Goodwill             29,100  
Acquisition related costs             6,000  
Increase in consideration transferred             2,000  
Purchase accounting adjustments             3,700  
Purchase price adjustment, decrease in other liabilities             6,100  
The Investment Center, Inc. | Advisor Relationships                
Business Combination [Line Items]                
Finite-lived intangible assets acquired             $ 43,500  
Weighted-average life remaining (in years)             16 years  
The Investment Center, Inc. | Advisory Relationships                
Business Combination [Line Items]                
Decrease to provisional intangible assets acquired             $ 400  
Business Combination, Series of Individually Immaterial Business Combinations                
Business Combination [Line Items]                
Cash payments for acquisition             58,300  
Total consideration             75,200  
Number of business combinations | acquistion         4      
Contingent consideration             15,200  
Goodwill             $ 11,600  
Business Combination, Number of Businesses Acquired         2   6  
Business Combination, Series of Individually Immaterial Business Combinations | Customer Relationships                
Business Combination [Line Items]                
Other intangibles             $ 63,300  
Business Combination, Series of Individually Immaterial Business Combinations | Advisory Relationships                
Business Combination [Line Items]                
Other intangibles             $ 300  
Commonwealth Financial Network. Acquisition                
Business Combination [Line Items]                
Cash payments for acquisition $ 1,927,371              
Total consideration 2,017,785              
Liabilities incurred 90,414              
Goodwill 423,303              
Business combination, recognized identifiable assets acquired and liabilities assumed, assets 2,405,502              
Cash and equivalents 333,927              
Business combination, recognized identifiable assets acquired and liabilities assumed, liabilities 811,020              
Other intangibles $ 1,716,000              
Acquisition related costs         $ 13,300      
Commonwealth Financial Network. Acquisition | Advisor Relationships                
Business Combination [Line Items]                
Weighted-average life remaining (in years) 14 years              
Finite-lived intangible assets acquired         $ 1,690,000      
Commonwealth Financial Network. Acquisition | Trade Names [Member]                
Business Combination [Line Items]                
Weighted-average life remaining (in years) 16 years              
Finite-lived intangible assets acquired $ 26,000