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Firms by custodian

Registered investment advisers that custody at Brown Brothers Harriman & Co.

18 SEC-registered advisers report Brown Brothers Harriman & Co. as a custodian holding 10% or more of separately managed account assets in Form ADV Schedule D, Section 5.K.(3). Listed by regulatory assets under management.

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18 firms listed

Headquarters
Boston, MA
Regulatory AUM
$514.05B
Headquarters
Smithfield, RI
Regulatory AUM
$347.73B
Headquarters
New York, NY
Regulatory AUM
$274.95B
Headquarters
New York, NY
Regulatory AUM
$240.66B
Headquarters
London
Regulatory AUM
$178.01B
Headquarters
Chicago, IL
Regulatory AUM
$177.85B
Headquarters
New York, NY
Regulatory AUM
$120.52B
Headquarters
New York, NY
Regulatory AUM
$82.99B
Headquarters
Minato-Ku, Tokyo
Regulatory AUM
$71.83B
Headquarters
New York, NY
Regulatory AUM
$57.43B
Headquarters
Seattle, WA
Regulatory AUM
$35.03B
Headquarters
London
Regulatory AUM
$26.96B
Headquarters
London
Regulatory AUM
$25.82B
Headquarters
New York, NY
Regulatory AUM
$22.04B
Headquarters
Tokyo
Regulatory AUM
$17.75B
Headquarters
New York, NY
Regulatory AUM
$17.28B
Headquarters
London
Regulatory AUM
$10.58B
Headquarters
Tampa, FL
Regulatory AUM
$10.18B

Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.

About this list

A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.

A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Brown Brothers Harriman & Co. here says only what the filing says, and implies nothing about either firm's service.