Firms by custodian
Registered investment advisers that custody at J.P. Morgan
170 SEC-registered advisers report J.P. Morgan 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.
170 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Blackrock Fund AdvisorsCRD 105247 | San Francisco, CA | $4282.22B | 122 | 528 |
| J.P. Morgan Investment ManagementCRD 107038 | New York, NY | $3519.41B | 2,260 | 128,965 |
| Geode Capital ManagementCRD 115504 | Boston, MA | $1736.52B | 37 | 165 |
| Blackrock Financial ManagementCRD 107105 | New York, NY | $1595.10B | 889 | 1,309 |
| Wellington ManagementCRD 106595 | Boston, MA | $1428.05B | 497 | 1,559 |
| PgimCRD 105676 | Newark, NJ | $1131.64B | 1,350 | 611 |
| AlliancebernsteinCRD 108477 | Nashville, TN | $763.40B | 1,616 | 30,285 |
| Invesco AdvisersCRD 105360 | Atlanta, GA | $749.52B | 713 | 82,498 |
| Goldman Sachs Asset Management InternationalCRD 107715 | London | $621.02B | 412 | 2,494 |
| Metlife Investment ManagementCRD 142463 | Whippany, NJ | $563.78B | 695 | 317 |
| Massachusetts Financial ServicesCRD 110045 | Boston, MA | $514.05B | 327 | 355 |
| Franklin AdvisersCRD 104517 | San Mateo, CA | $509.45B | 272 | 25,120 |
| Columbia Management Investment AdvisersCRD 108257 | Boston, MA | $502.40B | 440 | 4,251 |
| Jpmorgan Asset Management (uk) LimitedCRD 135960 | London | $484.10B | 319 | 542 |
| J.P. Morgan Private InvestmentsCRD 110186 | New York, NY | $469.98B | 96 | 1,278,255 |
| J.P. Morgan SecuritiesCRD 79 | New York, NY | $429.69B | 8,479 | 1,246,646 |
| Janus Henderson Investors USCRD 104652 | Denver, CO | $380.43B | 152 | 7,475 |
| Arrowstreet Capital, Limited PartnershipCRD 111298 | Boston, MA | $351.32B | 102 | 162 |
| Nisa Investment AdvisorsCRD 107313 | ST. Louis, MO | $343.89B | 217 | 440 |
| Nyl InvestorsCRD 169553 | New York, NY | $329.20B | 189 | 34 |
| Northern Trust Global InvestmentsCRD 111900 | London | $208.39B | 22 | 76 |
| DWS Investment Management AmericasCRD 104518 | New York, NY | $199.66B | 91 | 159 |
| Invesco Asset ManagementCRD 109985 | Henley-on-Thames | $187.60B | 228 | 206 |
| Blackstone Isg-I AdvisorsCRD 289202 | New York, NY | $183.53B | 44 | 44 |
| Oaktree Capital ManagementCRD 106793 | Los Angeles, CA | $183.29B | 282 | 373 |
| Acadian Asset ManagementCRD 106609 | Boston, MA | $177.46B | 125 | 350 |
| Mariner Investment GroupCRD 124744 | New York, NY | $176.31B | 89 | 36 |
| HPS Investment PartnersCRD 282125 | New York, NY | $175.72B | 402 | 563 |
| Jpmorgan Asset Management (asia Pacific) LimitedCRD 300114 | Hong Kong | $169.62B | 62 | 210 |
| GQG PartnersCRD 283720 | Fort Lauderdale, FL | $163.86B | 22 | 6,445 |
| Baillie Gifford OverseasCRD 110296 | Edinburgh | $144.00B | 144 | 255 |
| Global Infrastructure ManagementCRD 157434 | New York, NY | $142.15B | 239 | 162 |
| Blackrock Asset Management North Asia LimitedCRD 165482 | Hong Kong | $140.25B | 108 | 74 |
| Ninety One Uk LimitedCRD 158310 | London | $130.19B | 69 | 239 |
| Van Eck AssociatesCRD 105080 | New York, NY | $125.61B | 46 | 145 |
| Hartford Investment ManagementCRD 106699 | Hartford, CT | $123.58B | 122 | 80 |
| Sanders CapitalCRD 151480 | West Palm Beach, FL | $122.18B | 16 | 101 |
| Lazard Asset ManagementCRD 122836 | New York, NY | $120.52B | 240 | 5,110 |
| MFS Institutional AdvisorsCRD 107144 | Boston, MA | $113.59B | 327 | 13,555 |
| New England Asset ManagementCRD 105900 | Farmington, CT | $111.72B | 56 | 145 |
| Pgim Quantitative SolutionsCRD 129752 | Newark, NJ | $110.95B | 61 | 117 |
| Bam Credit and Insurance Solutions AdvisorCRD 312792 | New York, NY | $107.29B | 1,421 | 32 |
| ConningCRD 107423 | Hartford, CT | $106.90B | 240 | 161 |
| RBC Global Asset Management (u.s.)CRD 107173 | Minneapolis, MN | $104.49B | 37 | 245 |
| LSV Asset ManagementCRD 109918 | Chicago, IL | $104.25B | 15 | 216 |
| Sixth Street AdvisersCRD 159014 | Dallas, TX | $101.61B | 338 | 177 |
| Neuberger Berman Europe LimitedCRD 162267 | London | $97.98B | 79 | 241 |
| WCM Investment ManagementCRD 104702 | Laguna Beach, CA | $96.77B | 44 | 6,735 |
| Numeric InvestorsCRD 131684 | Boston, MA | $94.40B | 45 | 120 |
| Doubleline CapitalCRD 152606 | Tampa, FL | $93.32B | 89 | 102 |
| Aegon USA Investment ManagementCRD 114537 | Cedar Rapids, IA | $88.80B | 76 | 80 |
| Symetra Investment ManagementCRD 312176 | Farmington, CT | $88.78B | 61 | 10 |
| FigCRD 129612 | New York, NY | $87.30B | 432 | 353 |
| Cohen & Steers Capital ManagementCRD 106266 | New York, NY | $85.67B | 60 | 177 |
| Park Avenue Institutional AdvisersCRD 175101 | New York, NY | $82.00B | 10 | 24 |
| TCW Asset ManagementCRD 105742 | Los Angeles, CA | $81.18B | 145 | 200 |
| Russell Investments Implementation ServicesCRD 329 | Seattle, WA | $81.09B | 115 | 118 |
| Empower Capital ManagementCRD 107272 | Greenwood Village, CO | $77.96B | 84 | 162 |
| Pgim LimitedCRD 160005 | London | $76.45B | 146 | 274 |
| Invesco Asset Management (japan) LimitedCRD 107155 | Tokyo | $76.06B | 22 | 170 |
| H.I.G. CapitalCRD 160711 | Miami, FL | $72.33B | 533 | 191 |
| Blackrock (singapore) LimitedCRD 164594 | Singapore | $70.33B | 109 | 58 |
| Goldentree Asset ManagementCRD 112753 | New York, NY | $70.14B | 80 | 161 |
| Brookfield Public Securities GroupCRD 110497 | New York, NY | $66.46B | 41 | 428 |
| American Beacon AdvisorsCRD 105552 | Irving, TX | $59.93B | 12 | 11 |
| Capital InternationalCRD 110682 | Los Angeles, CA | $58.21B | 45 | 116 |
| Blackstone Private Credit StrategiesCRD 327208 | New York, NY | $57.92B | 443 | 95 |
| Churchill Asset ManagementCRD 175092 | New York, NY | $55.66B | 79 | 72 |
| Vantagepoint Investment AdvisersCRD 109138 | Washington, DC | $52.93B | 47 | 1 |
| CusourceCRD 44970 | Plano, TX | $52.37B | 6 | 80 |
| Blackstone Liquid Credit Advisors ICRD 152294 | New York, NY | $51.63B | 408 | 56 |
| Icg InvestmentsCRD 162589 | New York, NY | $49.69B | 54 | 115 |
| Mondrian Investment Partners LimitedCRD 107432 | London | $49.31B | 43 | 136 |
| Invesco Management S.A.CRD 143238 | Luxembourg | $48.69B | 90 | 95 |
| CliffwaterCRD 132167 | Marina Del Rey, CA | $48.51B | 105 | 54 |
| Davidson Kempner Capital ManagementCRD 155680 | New York, NY | $46.63B | 175 | 95 |
| NLG CapitalCRD 109396 | Montpelier, VT | $46.55B | 48 | 10 |
| Sands Capital ManagementCRD 137610 | Arlington, VA | $44.30B | 66 | 269 |
| Vinva Investment Management LimitedCRD 334058 | Sydney, NSW | $42.90B | 15 | 34 |
| AbrdnCRD 111069 | Philadelphia, PA | $41.48B | 55 | 166 |
| Brandes Investment PartnersCRD 105404 | La Jolla, CA | $40.65B | 35 | 13,504 |
| Franklin Templeton Investment Management LimitedCRD 111360 | London | $40.52B | 71 | 142 |
| Milliman Financial Risk ManagementCRD 159377 | Chicago, IL | $40.33B | 135 | 76 |
| Abrdn Asia LimitedCRD 124509 | Singapore | $40.27B | 34 | 118 |
| Calvert Research and ManagementCRD 285127 | Washington, DC | $40.26B | 57 | 1,915 |
| TCW Investment ManagementCRD 106546 | Los Angeles, CA | $38.82B | 114 | 4,945 |
| Hotchkis and Wiley Capital ManagementCRD 114649 | Los Angeles, CA | $36.93B | 32 | 98 |
| Shenkman Capital ManagementCRD 112192 | New York, NY | $36.54B | 51 | 159 |
| HBK InvestmentsCRD 115079 | Dallas, TX | $35.61B | 61 | 7 |
| Rreef AmericaCRD 109596 | Chicago, IL | $34.34B | 132 | 120 |
| Sona Asset Management (us)CRD 291738 | New York, NY | $33.49B | 31 | 20 |
| 26north PartnersCRD 322923 | New York, NY | $32.68B | 83 | 62 |
| Blackrock International LimitedCRD 106843 | Edinburgh | $30.78B | 58 | 34 |
| J.P. Morgan Alternative Asset ManagementCRD 20989 | New York, NY | $29.73B | 26 | 329 |
| Epoch Investment PartnersCRD 131556 | New York, NY | $29.73B | 91 | 757 |
| Diamond Hill Capital ManagementCRD 110638 | Columbus, OH | $29.38B | 42 | 3,192 |
| Voleon Capital ManagementCRD 147443 | Berkeley, CA | $29.38B | 28 | 22 |
| Neuberger Berman Singapore Pte. LimitedCRD 167947 | Singapore | $29.29B | 10 | 58 |
| Ameritas Investment PartnersCRD 109381 | Lincoln, NE | $29.01B | 33 | 2,513 |
| Aquarian Holdings Investment ManagementCRD 292769 | New York, NY | $26.70B | 41 | 16 |
| Fred Alger ManagementCRD 106750 | New York, NY | $26.14B | 40 | 3,068 |
| Blue Owl Insurance AdvisorsCRD 331318 | New York, NY | $25.84B | 30 | 11 |
| Cigna InvestmentsCRD 105811 | Bloomfield, CT | $25.76B | 46 | 82 |
| Pretium Single-Family Rental Manager IIICRD 304443 | New York, NY | $25.71B | 45 | 26 |
| Palmer Square Capital ManagementCRD 155697 | Mission Woods, KS | $25.59B | 33 | 159 |
| Arga Investment ManagementCRD 153665 | Miami, FL | $24.57B | 25 | 67 |
| DWS Alternatives Global LimitedCRD 139526 | London | $24.51B | 89 | 63 |
| Pgim Private Placement InvestorsCRD 106442 | Newark, NJ | $24.44B | 290 | 33 |
| Pictet Asset Management LimitedCRD 105205 | London | $24.40B | 85 | 122 |
| XponanceCRD 111126 | Philadelphia, PA | $24.27B | 15 | 131 |
| T. Rowe Price JapanCRD 290585 | Tokyo | $24.07B | 29 | 73 |
| Templeton Asset ManagementCRD 111382 | Singapore | $24.05B | 39 | 78 |
| Independent Franchise PartnersCRD 150108 | London | $23.85B | 12 | 30 |
| Lee Overlay PartnersCRD 110822 | Co Dublin | $23.39B | 17 | 11 |
| Segall Bryant & HamillCRD 106505 | Chicago, IL | $22.64B | 51 | 5,743 |
| Benefit Street Partners LimitedCRD 160617 | London | $22.61B | 45 | 42 |
| J O Hambro Capital Management LimitedCRD 138653 | London | $22.31B | 37 | 55 |
| Ehrenkranz PartnersCRD 131728 | New York, NY | $21.54B | 18 | 204 |
| Edgewood ManagementCRD 106647 | Greenwich, CT | $21.52B | 13 | 1,070 |
| Iq Eq Fund Management (singapore) Private LimitedCRD 281555 | Singapore | $21.08B | 13 | 103 |
| Magellan Asset Management LimitedCRD 159256 | Sydney, NSW | $20.80B | 26 | 36 |
| Fiduciary CounselorsCRD 111827 | Washington, DC | $20.35B | 6 | 13 |
| Vontobel Asset ManagementCRD 105007 | New York, NY | $20.29B | 23 | 34 |
| Townsend HoldingsCRD 160006 | Cleveland, OH | $19.64B | 73 | 67 |
| Capricorn Investment GroupCRD 147417 | New York, NY | $18.85B | 16 | 34 |
| 1823 Partners (us)CRD 333927 | Miami, FL | $18.53B | 30 | 5 |
| Ab Carval InvestorsCRD 141819 | Minneapolis, MN | $18.44B | 74 | 69 |
| Saba Capital ManagementCRD 154362 | New York, NY | $18.30B | 17 | 41 |
| Fiera CapitalCRD 113638 | New York, NY | $17.28B | 37 | 4,643 |
| Allen Investment ManagementCRD 124454 | New York, NY | $16.91B | 12 | 144 |
| T. Rowe Price Australia LimitedCRD 290594 | Sydney, NSW | $16.71B | 27 | 41 |
| Sustainable Growth AdvisersCRD 127447 | Stamford, CT | $16.66B | 18 | 224 |
| Compass Rose Asset ManagementCRD 297010 | New York, NY | $16.50B | 16 | 3 |
| O'Connor Alternative InvestmentsCRD 336332 | New York, NY | $16.37B | 17 | 42 |
| Oep Capital AdvisorsCRD 173626 | New York, NY | $15.73B | 54 | 35 |
| E Fund Management (hong Kong) Co., LimitedCRD 169726 | Hong Kong | $15.72B | 22 | 67 |
| C Worldwide Asset Management Fondsmaeglerselskab A/SCRD 173234 | Copenhagen | $15.28B | 23 | 50 |
| Nationwide Asset ManagementCRD 143668 | Columbus, OH | $15.19B | 107 | 3 |
| CV AdvisorsCRD 164817 | Aventura, FL | $15.08B | 23 | 159 |
| Napier Park Global Capital (us)CRD 166333 | New York, NY | $14.57B | 43 | 59 |
| BSP NyCRD 128557 | New York, NY | $14.24B | 8 | 37 |
| Wellington Management Hong Kong LimitedCRD 165208 | Central, Hong Kong | $14.15B | 21 | 49 |
| Circle Wealth ManagementCRD 142878 | Summit, NJ | $14.07B | 11 | 380 |
| Libremax CapitalCRD 155486 | New York, NY | $13.87B | 44 | 57 |
| Aristeia CapitalCRD 135986 | Greenwich, CT | $13.73B | 24 | 3 |
| Clearbrook Investment ConsultingCRD 108253 | New York, NY | $13.72B | 6 | 1 |
| Riverside PartnersCRD 160523 | New York, NY | $13.53B | 108 | 125 |
| Post Advisory GroupCRD 108860 | Los Angeles, CA | $13.03B | 24 | 40 |
| Sarofim Trust Co., LtaCRD 106590 | Houston, TX | $12.96B | 22 | 96 |
| Appleton PartnersCRD 110049 | Boston, MA | $12.55B | 31 | 6,112 |
| Westwood ManagementCRD 110269 | Dallas, TX | $12.46B | 68 | 247 |
| Northcape Capital PtyCRD 332305 | Sydney, New South Wales | $12.29B | 14 | 9 |
| Altrinsic Global AdvisorsCRD 109678 | Stamford, CT | $12.22B | 13 | 24 |
| Gamco Asset ManagementCRD 104950 | Greenwich, CT | $11.69B | 45 | 2,042 |
| Winton Capital ManagementCRD 130566 | London | $11.67B | 32 | 36 |
| Greenhaven AssociatesCRD 104729 | Purchase, NY | $11.66B | 4 | 132 |
| Cullen Capital ManagementCRD 113128 | New York, NY | $11.58B | 17 | 8,417 |
| Sprucegrove Investment ManagementCRD 106355 | Toronto, Ontario | $11.53B | 17 | 48 |
| Longview PartnersCRD 139390 | London | $11.51B | 10 | 8 |
| Longview Partners (guernsey) LimitedCRD 143875 | ST. Peter Port | $11.51B | 0 | 8 |
| One William Street Capital ManagementCRD 150522 | New York, NY | $11.30B | 62 | 21 |
| Christofferson, Robb &CRD 121299 | New York, NY | $11.27B | 6 | 26 |
| Camden Asset Management L PCRD 106772 | Los Angeles, CA | $11.17B | 5 | 17 |
| Fermat Capital ManagementCRD 134099 | Westport, CT | $11.14B | 15 | 12 |
| Neuberger Berman Asia LimitedCRD 154286 | Hong Kong | $11.01B | 19 | 28 |
| Morgan Stanley Investment ManagementCRD 126896 | Singapore | $10.94B | 26 | 26 |
| Cbre Investment Management Listed Real AssetsCRD 106256 | Radnor, PA | $10.80B | 30 | 44 |
| Generation Investment Management USCRD 132728 | San Francisco, CA | $10.54B | 10 | 4 |
| Champlain Investment PartnersCRD 132474 | Burlington, VT | $10.18B | 12 | 84 |
| Sprott Asset Management USACRD 139022 | Darien, CT | $10.12B | 35 | 3,362 |
Blackrock Fund AdvisorsCRD 105247$4282.22B
- Headquarters
- San Francisco, CA
- Advisory staff
- 122
- Clients
- 528
J.P. Morgan Investment ManagementCRD 107038$3519.41B
- Headquarters
- New York, NY
- Advisory staff
- 2,260
- Clients
- 128,965
Geode Capital ManagementCRD 115504$1736.52B
- Headquarters
- Boston, MA
- Advisory staff
- 37
- Clients
- 165
Blackrock Financial ManagementCRD 107105$1595.10B
- Headquarters
- New York, NY
- Advisory staff
- 889
- Clients
- 1,309
Wellington ManagementCRD 106595$1428.05B
- Headquarters
- Boston, MA
- Advisory staff
- 497
- Clients
- 1,559
PgimCRD 105676$1131.64B
- Headquarters
- Newark, NJ
- Advisory staff
- 1,350
- Clients
- 611
AlliancebernsteinCRD 108477$763.40B
- Headquarters
- Nashville, TN
- Advisory staff
- 1,616
- Clients
- 30,285
Invesco AdvisersCRD 105360$749.52B
- Headquarters
- Atlanta, GA
- Advisory staff
- 713
- Clients
- 82,498
Goldman Sachs Asset Management InternationalCRD 107715$621.02B
- Headquarters
- London
- Advisory staff
- 412
- Clients
- 2,494
Metlife Investment ManagementCRD 142463$563.78B
- Headquarters
- Whippany, NJ
- Advisory staff
- 695
- Clients
- 317
Massachusetts Financial ServicesCRD 110045$514.05B
- Headquarters
- Boston, MA
- Advisory staff
- 327
- Clients
- 355
Franklin AdvisersCRD 104517$509.45B
- Headquarters
- San Mateo, CA
- Advisory staff
- 272
- Clients
- 25,120
Columbia Management Investment AdvisersCRD 108257$502.40B
- Headquarters
- Boston, MA
- Advisory staff
- 440
- Clients
- 4,251
Jpmorgan Asset Management (uk) LimitedCRD 135960$484.10B
- Headquarters
- London
- Advisory staff
- 319
- Clients
- 542
J.P. Morgan Private InvestmentsCRD 110186$469.98B
- Headquarters
- New York, NY
- Advisory staff
- 96
- Clients
- 1,278,255
J.P. Morgan SecuritiesCRD 79$429.69B
- Headquarters
- New York, NY
- Advisory staff
- 8,479
- Clients
- 1,246,646
Janus Henderson Investors USCRD 104652$380.43B
- Headquarters
- Denver, CO
- Advisory staff
- 152
- Clients
- 7,475
Arrowstreet Capital, Limited PartnershipCRD 111298$351.32B
- Headquarters
- Boston, MA
- Advisory staff
- 102
- Clients
- 162
Nisa Investment AdvisorsCRD 107313$343.89B
- Headquarters
- ST. Louis, MO
- Advisory staff
- 217
- Clients
- 440
Nyl InvestorsCRD 169553$329.20B
- Headquarters
- New York, NY
- Advisory staff
- 189
- Clients
- 34
Northern Trust Global InvestmentsCRD 111900$208.39B
- Headquarters
- London
- Advisory staff
- 22
- Clients
- 76
DWS Investment Management AmericasCRD 104518$199.66B
- Headquarters
- New York, NY
- Advisory staff
- 91
- Clients
- 159
Invesco Asset ManagementCRD 109985$187.60B
- Headquarters
- Henley-on-Thames
- Advisory staff
- 228
- Clients
- 206
Blackstone Isg-I AdvisorsCRD 289202$183.53B
- Headquarters
- New York, NY
- Advisory staff
- 44
- Clients
- 44
Oaktree Capital ManagementCRD 106793$183.29B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 282
- Clients
- 373
Acadian Asset ManagementCRD 106609$177.46B
- Headquarters
- Boston, MA
- Advisory staff
- 125
- Clients
- 350
Mariner Investment GroupCRD 124744$176.31B
- Headquarters
- New York, NY
- Advisory staff
- 89
- Clients
- 36
HPS Investment PartnersCRD 282125$175.72B
- Headquarters
- New York, NY
- Advisory staff
- 402
- Clients
- 563
Jpmorgan Asset Management (asia Pacific) LimitedCRD 300114$169.62B
- Headquarters
- Hong Kong
- Advisory staff
- 62
- Clients
- 210
GQG PartnersCRD 283720$163.86B
- Headquarters
- Fort Lauderdale, FL
- Advisory staff
- 22
- Clients
- 6,445
Baillie Gifford OverseasCRD 110296$144.00B
- Headquarters
- Edinburgh
- Advisory staff
- 144
- Clients
- 255
Global Infrastructure ManagementCRD 157434$142.15B
- Headquarters
- New York, NY
- Advisory staff
- 239
- Clients
- 162
Blackrock Asset Management North Asia LimitedCRD 165482$140.25B
- Headquarters
- Hong Kong
- Advisory staff
- 108
- Clients
- 74
Ninety One Uk LimitedCRD 158310$130.19B
- Headquarters
- London
- Advisory staff
- 69
- Clients
- 239
Van Eck AssociatesCRD 105080$125.61B
- Headquarters
- New York, NY
- Advisory staff
- 46
- Clients
- 145
Hartford Investment ManagementCRD 106699$123.58B
- Headquarters
- Hartford, CT
- Advisory staff
- 122
- Clients
- 80
Sanders CapitalCRD 151480$122.18B
- Headquarters
- West Palm Beach, FL
- Advisory staff
- 16
- Clients
- 101
Lazard Asset ManagementCRD 122836$120.52B
- Headquarters
- New York, NY
- Advisory staff
- 240
- Clients
- 5,110
MFS Institutional AdvisorsCRD 107144$113.59B
- Headquarters
- Boston, MA
- Advisory staff
- 327
- Clients
- 13,555
New England Asset ManagementCRD 105900$111.72B
- Headquarters
- Farmington, CT
- Advisory staff
- 56
- Clients
- 145
Pgim Quantitative SolutionsCRD 129752$110.95B
- Headquarters
- Newark, NJ
- Advisory staff
- 61
- Clients
- 117
Bam Credit and Insurance Solutions AdvisorCRD 312792$107.29B
- Headquarters
- New York, NY
- Advisory staff
- 1,421
- Clients
- 32
ConningCRD 107423$106.90B
- Headquarters
- Hartford, CT
- Advisory staff
- 240
- Clients
- 161
RBC Global Asset Management (u.s.)CRD 107173$104.49B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 37
- Clients
- 245
LSV Asset ManagementCRD 109918$104.25B
- Headquarters
- Chicago, IL
- Advisory staff
- 15
- Clients
- 216
Sixth Street AdvisersCRD 159014$101.61B
- Headquarters
- Dallas, TX
- Advisory staff
- 338
- Clients
- 177
Neuberger Berman Europe LimitedCRD 162267$97.98B
- Headquarters
- London
- Advisory staff
- 79
- Clients
- 241
WCM Investment ManagementCRD 104702$96.77B
- Headquarters
- Laguna Beach, CA
- Advisory staff
- 44
- Clients
- 6,735
Numeric InvestorsCRD 131684$94.40B
- Headquarters
- Boston, MA
- Advisory staff
- 45
- Clients
- 120
Doubleline CapitalCRD 152606$93.32B
- Headquarters
- Tampa, FL
- Advisory staff
- 89
- Clients
- 102
Aegon USA Investment ManagementCRD 114537$88.80B
- Headquarters
- Cedar Rapids, IA
- Advisory staff
- 76
- Clients
- 80
Symetra Investment ManagementCRD 312176$88.78B
- Headquarters
- Farmington, CT
- Advisory staff
- 61
- Clients
- 10
FigCRD 129612$87.30B
- Headquarters
- New York, NY
- Advisory staff
- 432
- Clients
- 353
Cohen & Steers Capital ManagementCRD 106266$85.67B
- Headquarters
- New York, NY
- Advisory staff
- 60
- Clients
- 177
Park Avenue Institutional AdvisersCRD 175101$82.00B
- Headquarters
- New York, NY
- Advisory staff
- 10
- Clients
- 24
TCW Asset ManagementCRD 105742$81.18B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 145
- Clients
- 200
Russell Investments Implementation ServicesCRD 329$81.09B
- Headquarters
- Seattle, WA
- Advisory staff
- 115
- Clients
- 118
Empower Capital ManagementCRD 107272$77.96B
- Headquarters
- Greenwood Village, CO
- Advisory staff
- 84
- Clients
- 162
Pgim LimitedCRD 160005$76.45B
- Headquarters
- London
- Advisory staff
- 146
- Clients
- 274
Invesco Asset Management (japan) LimitedCRD 107155$76.06B
- Headquarters
- Tokyo
- Advisory staff
- 22
- Clients
- 170
H.I.G. CapitalCRD 160711$72.33B
- Headquarters
- Miami, FL
- Advisory staff
- 533
- Clients
- 191
Blackrock (singapore) LimitedCRD 164594$70.33B
- Headquarters
- Singapore
- Advisory staff
- 109
- Clients
- 58
Goldentree Asset ManagementCRD 112753$70.14B
- Headquarters
- New York, NY
- Advisory staff
- 80
- Clients
- 161
Brookfield Public Securities GroupCRD 110497$66.46B
- Headquarters
- New York, NY
- Advisory staff
- 41
- Clients
- 428
American Beacon AdvisorsCRD 105552$59.93B
- Headquarters
- Irving, TX
- Advisory staff
- 12
- Clients
- 11
Capital InternationalCRD 110682$58.21B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 45
- Clients
- 116
Blackstone Private Credit StrategiesCRD 327208$57.92B
- Headquarters
- New York, NY
- Advisory staff
- 443
- Clients
- 95
Churchill Asset ManagementCRD 175092$55.66B
- Headquarters
- New York, NY
- Advisory staff
- 79
- Clients
- 72
Vantagepoint Investment AdvisersCRD 109138$52.93B
- Headquarters
- Washington, DC
- Advisory staff
- 47
- Clients
- 1
CusourceCRD 44970$52.37B
- Headquarters
- Plano, TX
- Advisory staff
- 6
- Clients
- 80
Blackstone Liquid Credit Advisors ICRD 152294$51.63B
- Headquarters
- New York, NY
- Advisory staff
- 408
- Clients
- 56
Icg InvestmentsCRD 162589$49.69B
- Headquarters
- New York, NY
- Advisory staff
- 54
- Clients
- 115
Mondrian Investment Partners LimitedCRD 107432$49.31B
- Headquarters
- London
- Advisory staff
- 43
- Clients
- 136
Invesco Management S.A.CRD 143238$48.69B
- Headquarters
- Luxembourg
- Advisory staff
- 90
- Clients
- 95
CliffwaterCRD 132167$48.51B
- Headquarters
- Marina Del Rey, CA
- Advisory staff
- 105
- Clients
- 54
Davidson Kempner Capital ManagementCRD 155680$46.63B
- Headquarters
- New York, NY
- Advisory staff
- 175
- Clients
- 95
NLG CapitalCRD 109396$46.55B
- Headquarters
- Montpelier, VT
- Advisory staff
- 48
- Clients
- 10
Sands Capital ManagementCRD 137610$44.30B
- Headquarters
- Arlington, VA
- Advisory staff
- 66
- Clients
- 269
Vinva Investment Management LimitedCRD 334058$42.90B
- Headquarters
- Sydney, NSW
- Advisory staff
- 15
- Clients
- 34
AbrdnCRD 111069$41.48B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 55
- Clients
- 166
Brandes Investment PartnersCRD 105404$40.65B
- Headquarters
- La Jolla, CA
- Advisory staff
- 35
- Clients
- 13,504
Franklin Templeton Investment Management LimitedCRD 111360$40.52B
- Headquarters
- London
- Advisory staff
- 71
- Clients
- 142
Milliman Financial Risk ManagementCRD 159377$40.33B
- Headquarters
- Chicago, IL
- Advisory staff
- 135
- Clients
- 76
Abrdn Asia LimitedCRD 124509$40.27B
- Headquarters
- Singapore
- Advisory staff
- 34
- Clients
- 118
Calvert Research and ManagementCRD 285127$40.26B
- Headquarters
- Washington, DC
- Advisory staff
- 57
- Clients
- 1,915
TCW Investment ManagementCRD 106546$38.82B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 114
- Clients
- 4,945
Hotchkis and Wiley Capital ManagementCRD 114649$36.93B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 32
- Clients
- 98
Shenkman Capital ManagementCRD 112192$36.54B
- Headquarters
- New York, NY
- Advisory staff
- 51
- Clients
- 159
HBK InvestmentsCRD 115079$35.61B
- Headquarters
- Dallas, TX
- Advisory staff
- 61
- Clients
- 7
Rreef AmericaCRD 109596$34.34B
- Headquarters
- Chicago, IL
- Advisory staff
- 132
- Clients
- 120
Sona Asset Management (us)CRD 291738$33.49B
- Headquarters
- New York, NY
- Advisory staff
- 31
- Clients
- 20
26north PartnersCRD 322923$32.68B
- Headquarters
- New York, NY
- Advisory staff
- 83
- Clients
- 62
Blackrock International LimitedCRD 106843$30.78B
- Headquarters
- Edinburgh
- Advisory staff
- 58
- Clients
- 34
J.P. Morgan Alternative Asset ManagementCRD 20989$29.73B
- Headquarters
- New York, NY
- Advisory staff
- 26
- Clients
- 329
Epoch Investment PartnersCRD 131556$29.73B
- Headquarters
- New York, NY
- Advisory staff
- 91
- Clients
- 757
Diamond Hill Capital ManagementCRD 110638$29.38B
- Headquarters
- Columbus, OH
- Advisory staff
- 42
- Clients
- 3,192
Voleon Capital ManagementCRD 147443$29.38B
- Headquarters
- Berkeley, CA
- Advisory staff
- 28
- Clients
- 22
Neuberger Berman Singapore Pte. LimitedCRD 167947$29.29B
- Headquarters
- Singapore
- Advisory staff
- 10
- Clients
- 58
Ameritas Investment PartnersCRD 109381$29.01B
- Headquarters
- Lincoln, NE
- Advisory staff
- 33
- Clients
- 2,513
Aquarian Holdings Investment ManagementCRD 292769$26.70B
- Headquarters
- New York, NY
- Advisory staff
- 41
- Clients
- 16
Fred Alger ManagementCRD 106750$26.14B
- Headquarters
- New York, NY
- Advisory staff
- 40
- Clients
- 3,068
Blue Owl Insurance AdvisorsCRD 331318$25.84B
- Headquarters
- New York, NY
- Advisory staff
- 30
- Clients
- 11
Cigna InvestmentsCRD 105811$25.76B
- Headquarters
- Bloomfield, CT
- Advisory staff
- 46
- Clients
- 82
Pretium Single-Family Rental Manager IIICRD 304443$25.71B
- Headquarters
- New York, NY
- Advisory staff
- 45
- Clients
- 26
Palmer Square Capital ManagementCRD 155697$25.59B
- Headquarters
- Mission Woods, KS
- Advisory staff
- 33
- Clients
- 159
Arga Investment ManagementCRD 153665$24.57B
- Headquarters
- Miami, FL
- Advisory staff
- 25
- Clients
- 67
DWS Alternatives Global LimitedCRD 139526$24.51B
- Headquarters
- London
- Advisory staff
- 89
- Clients
- 63
Pgim Private Placement InvestorsCRD 106442$24.44B
- Headquarters
- Newark, NJ
- Advisory staff
- 290
- Clients
- 33
Pictet Asset Management LimitedCRD 105205$24.40B
- Headquarters
- London
- Advisory staff
- 85
- Clients
- 122
XponanceCRD 111126$24.27B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 15
- Clients
- 131
T. Rowe Price JapanCRD 290585$24.07B
- Headquarters
- Tokyo
- Advisory staff
- 29
- Clients
- 73
Templeton Asset ManagementCRD 111382$24.05B
- Headquarters
- Singapore
- Advisory staff
- 39
- Clients
- 78
Independent Franchise PartnersCRD 150108$23.85B
- Headquarters
- London
- Advisory staff
- 12
- Clients
- 30
Lee Overlay PartnersCRD 110822$23.39B
- Headquarters
- Co Dublin
- Advisory staff
- 17
- Clients
- 11
Segall Bryant & HamillCRD 106505$22.64B
- Headquarters
- Chicago, IL
- Advisory staff
- 51
- Clients
- 5,743
Benefit Street Partners LimitedCRD 160617$22.61B
- Headquarters
- London
- Advisory staff
- 45
- Clients
- 42
J O Hambro Capital Management LimitedCRD 138653$22.31B
- Headquarters
- London
- Advisory staff
- 37
- Clients
- 55
Ehrenkranz PartnersCRD 131728$21.54B
- Headquarters
- New York, NY
- Advisory staff
- 18
- Clients
- 204
Edgewood ManagementCRD 106647$21.52B
- Headquarters
- Greenwich, CT
- Advisory staff
- 13
- Clients
- 1,070
Iq Eq Fund Management (singapore) Private LimitedCRD 281555$21.08B
- Headquarters
- Singapore
- Advisory staff
- 13
- Clients
- 103
Magellan Asset Management LimitedCRD 159256$20.80B
- Headquarters
- Sydney, NSW
- Advisory staff
- 26
- Clients
- 36
Fiduciary CounselorsCRD 111827$20.35B
- Headquarters
- Washington, DC
- Advisory staff
- 6
- Clients
- 13
Vontobel Asset ManagementCRD 105007$20.29B
- Headquarters
- New York, NY
- Advisory staff
- 23
- Clients
- 34
Townsend HoldingsCRD 160006$19.64B
- Headquarters
- Cleveland, OH
- Advisory staff
- 73
- Clients
- 67
Capricorn Investment GroupCRD 147417$18.85B
- Headquarters
- New York, NY
- Advisory staff
- 16
- Clients
- 34
1823 Partners (us)CRD 333927$18.53B
- Headquarters
- Miami, FL
- Advisory staff
- 30
- Clients
- 5
Ab Carval InvestorsCRD 141819$18.44B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 74
- Clients
- 69
Saba Capital ManagementCRD 154362$18.30B
- Headquarters
- New York, NY
- Advisory staff
- 17
- Clients
- 41
Fiera CapitalCRD 113638$17.28B
- Headquarters
- New York, NY
- Advisory staff
- 37
- Clients
- 4,643
Allen Investment ManagementCRD 124454$16.91B
- Headquarters
- New York, NY
- Advisory staff
- 12
- Clients
- 144
T. Rowe Price Australia LimitedCRD 290594$16.71B
- Headquarters
- Sydney, NSW
- Advisory staff
- 27
- Clients
- 41
Sustainable Growth AdvisersCRD 127447$16.66B
- Headquarters
- Stamford, CT
- Advisory staff
- 18
- Clients
- 224
Compass Rose Asset ManagementCRD 297010$16.50B
- Headquarters
- New York, NY
- Advisory staff
- 16
- Clients
- 3
O'Connor Alternative InvestmentsCRD 336332$16.37B
- Headquarters
- New York, NY
- Advisory staff
- 17
- Clients
- 42
Oep Capital AdvisorsCRD 173626$15.73B
- Headquarters
- New York, NY
- Advisory staff
- 54
- Clients
- 35
E Fund Management (hong Kong) Co., LimitedCRD 169726$15.72B
- Headquarters
- Hong Kong
- Advisory staff
- 22
- Clients
- 67
C Worldwide Asset Management Fondsmaeglerselskab A/SCRD 173234$15.28B
- Headquarters
- Copenhagen
- Advisory staff
- 23
- Clients
- 50
Nationwide Asset ManagementCRD 143668$15.19B
- Headquarters
- Columbus, OH
- Advisory staff
- 107
- Clients
- 3
CV AdvisorsCRD 164817$15.08B
- Headquarters
- Aventura, FL
- Advisory staff
- 23
- Clients
- 159
Napier Park Global Capital (us)CRD 166333$14.57B
- Headquarters
- New York, NY
- Advisory staff
- 43
- Clients
- 59
BSP NyCRD 128557$14.24B
- Headquarters
- New York, NY
- Advisory staff
- 8
- Clients
- 37
Wellington Management Hong Kong LimitedCRD 165208$14.15B
- Headquarters
- Central, Hong Kong
- Advisory staff
- 21
- Clients
- 49
Circle Wealth ManagementCRD 142878$14.07B
- Headquarters
- Summit, NJ
- Advisory staff
- 11
- Clients
- 380
Libremax CapitalCRD 155486$13.87B
- Headquarters
- New York, NY
- Advisory staff
- 44
- Clients
- 57
Aristeia CapitalCRD 135986$13.73B
- Headquarters
- Greenwich, CT
- Advisory staff
- 24
- Clients
- 3
Clearbrook Investment ConsultingCRD 108253$13.72B
- Headquarters
- New York, NY
- Advisory staff
- 6
- Clients
- 1
Riverside PartnersCRD 160523$13.53B
- Headquarters
- New York, NY
- Advisory staff
- 108
- Clients
- 125
Post Advisory GroupCRD 108860$13.03B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 24
- Clients
- 40
Sarofim Trust Co., LtaCRD 106590$12.96B
- Headquarters
- Houston, TX
- Advisory staff
- 22
- Clients
- 96
Appleton PartnersCRD 110049$12.55B
- Headquarters
- Boston, MA
- Advisory staff
- 31
- Clients
- 6,112
Westwood ManagementCRD 110269$12.46B
- Headquarters
- Dallas, TX
- Advisory staff
- 68
- Clients
- 247
Northcape Capital PtyCRD 332305$12.29B
- Headquarters
- Sydney, New South Wales
- Advisory staff
- 14
- Clients
- 9
Altrinsic Global AdvisorsCRD 109678$12.22B
- Headquarters
- Stamford, CT
- Advisory staff
- 13
- Clients
- 24
Gamco Asset ManagementCRD 104950$11.69B
- Headquarters
- Greenwich, CT
- Advisory staff
- 45
- Clients
- 2,042
Winton Capital ManagementCRD 130566$11.67B
- Headquarters
- London
- Advisory staff
- 32
- Clients
- 36
Greenhaven AssociatesCRD 104729$11.66B
- Headquarters
- Purchase, NY
- Advisory staff
- 4
- Clients
- 132
Cullen Capital ManagementCRD 113128$11.58B
- Headquarters
- New York, NY
- Advisory staff
- 17
- Clients
- 8,417
Sprucegrove Investment ManagementCRD 106355$11.53B
- Headquarters
- Toronto, Ontario
- Advisory staff
- 17
- Clients
- 48
Longview PartnersCRD 139390$11.51B
- Headquarters
- London
- Advisory staff
- 10
- Clients
- 8
Longview Partners (guernsey) LimitedCRD 143875$11.51B
- Headquarters
- ST. Peter Port
- Advisory staff
- 0
- Clients
- 8
One William Street Capital ManagementCRD 150522$11.30B
- Headquarters
- New York, NY
- Advisory staff
- 62
- Clients
- 21
Christofferson, Robb &CRD 121299$11.27B
- Headquarters
- New York, NY
- Advisory staff
- 6
- Clients
- 26
Camden Asset Management L PCRD 106772$11.17B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 5
- Clients
- 17
Fermat Capital ManagementCRD 134099$11.14B
- Headquarters
- Westport, CT
- Advisory staff
- 15
- Clients
- 12
Neuberger Berman Asia LimitedCRD 154286$11.01B
- Headquarters
- Hong Kong
- Advisory staff
- 19
- Clients
- 28
Morgan Stanley Investment ManagementCRD 126896$10.94B
- Headquarters
- Singapore
- Advisory staff
- 26
- Clients
- 26
Cbre Investment Management Listed Real AssetsCRD 106256$10.80B
- Headquarters
- Radnor, PA
- Advisory staff
- 30
- Clients
- 44
Generation Investment Management USCRD 132728$10.54B
- Headquarters
- San Francisco, CA
- Advisory staff
- 10
- Clients
- 4
Champlain Investment PartnersCRD 132474$10.18B
- Headquarters
- Burlington, VT
- Advisory staff
- 12
- Clients
- 84
Sprott Asset Management USACRD 139022$10.12B
- Headquarters
- Darien, CT
- Advisory staff
- 35
- Clients
- 3,362
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 J.P. Morgan here says only what the filing says, and implies nothing about either firm's service.