Firms by custodian
Registered investment advisers that custody at J.P. Morgan
Search the full directory by firm name, city, state, CRD number or custodian.
170 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Pgim Quantitative Solutions | Newark, NJ | $110.95B |
| Bam Credit and Insurance Solutions Advisor | New York, NY | $107.29B |
| Conning | Hartford, CT | $106.90B |
| RBC Global Asset Management (u.s.) | Minneapolis, MN | $104.49B |
| LSV Asset Management | Chicago, IL | $104.25B |
| Sixth Street Advisers | Dallas, TX | $101.61B |
| Neuberger Berman Europe Limited | London | $97.98B |
| WCM Investment Management | Laguna Beach, CA | $96.77B |
| Numeric Investors | Boston, MA | $94.40B |
| Doubleline Capital | Tampa, FL | $93.32B |
| Aegon USA Investment Management | Cedar Rapids, IA | $88.80B |
| Symetra Investment Management | Farmington, CT | $88.78B |
| Fig | New York, NY | $87.30B |
| Cohen & Steers Capital Management | New York, NY | $85.67B |
| Park Avenue Institutional Advisers | New York, NY | $82.00B |
| TCW Asset Management | Los Angeles, CA | $81.18B |
| Russell Investments Implementation Services | Seattle, WA | $81.09B |
| Empower Capital Management | Greenwood Village, CO | $77.96B |
| Pgim Limited | London | $76.45B |
| Invesco Asset Management (japan) Limited | Tokyo | $76.06B |
- Headquarters
- Newark, NJ
- Regulatory AUM
- $110.95B
- Headquarters
- New York, NY
- Regulatory AUM
- $107.29B
- Headquarters
- Hartford, CT
- Regulatory AUM
- $106.90B
- Headquarters
- Minneapolis, MN
- Regulatory AUM
- $104.49B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $104.25B
- Headquarters
- Dallas, TX
- Regulatory AUM
- $101.61B
- Headquarters
- London
- Regulatory AUM
- $97.98B
- Headquarters
- Laguna Beach, CA
- Regulatory AUM
- $96.77B
- Headquarters
- Boston, MA
- Regulatory AUM
- $94.40B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $93.32B
- Headquarters
- Cedar Rapids, IA
- Regulatory AUM
- $88.80B
- Headquarters
- Farmington, CT
- Regulatory AUM
- $88.78B
- Headquarters
- New York, NY
- Regulatory AUM
- $87.30B
- Headquarters
- New York, NY
- Regulatory AUM
- $85.67B
- Headquarters
- New York, NY
- Regulatory AUM
- $82.00B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $81.18B
- Headquarters
- Seattle, WA
- Regulatory AUM
- $81.09B
- Headquarters
- Greenwood Village, CO
- Regulatory AUM
- $77.96B
- Headquarters
- London
- Regulatory AUM
- $76.45B
- Headquarters
- Tokyo
- Regulatory AUM
- $76.06B
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.