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 |
|---|---|---|
| Magellan Asset Management Limited | Sydney, NSW | $20.80B |
| Fiduciary Counselors | Washington, DC | $20.35B |
| Vontobel Asset Management | New York, NY | $20.29B |
| Townsend Holdings | Cleveland, OH | $19.64B |
| Capricorn Investment Group | New York, NY | $18.85B |
| 1823 Partners (us) | Miami, FL | $18.53B |
| Ab Carval Investors | Minneapolis, MN | $18.44B |
| Saba Capital Management | New York, NY | $18.30B |
| Fiera Capital | New York, NY | $17.28B |
| Allen Investment Management | New York, NY | $16.91B |
| T. Rowe Price Australia Limited | Sydney, NSW | $16.71B |
| Sustainable Growth Advisers | Stamford, CT | $16.66B |
| Compass Rose Asset Management | New York, NY | $16.50B |
| O'Connor Alternative Investments | New York, NY | $16.37B |
| Oep Capital Advisors | New York, NY | $15.73B |
| E Fund Management (hong Kong) Co., Limited | Hong Kong | $15.72B |
| C Worldwide Asset Management Fondsmaeglerselskab A/S | Copenhagen | $15.28B |
| Nationwide Asset Management | Columbus, OH | $15.19B |
| CV Advisors | Aventura, FL | $15.08B |
| Napier Park Global Capital (us) | New York, NY | $14.57B |
- Headquarters
- Sydney, NSW
- Regulatory AUM
- $20.80B
- Headquarters
- Washington, DC
- Regulatory AUM
- $20.35B
- Headquarters
- New York, NY
- Regulatory AUM
- $20.29B
- Headquarters
- Cleveland, OH
- Regulatory AUM
- $19.64B
- Headquarters
- New York, NY
- Regulatory AUM
- $18.85B
- Headquarters
- Miami, FL
- Regulatory AUM
- $18.53B
- Headquarters
- Minneapolis, MN
- Regulatory AUM
- $18.44B
- Headquarters
- New York, NY
- Regulatory AUM
- $18.30B
- Headquarters
- New York, NY
- Regulatory AUM
- $17.28B
- Headquarters
- New York, NY
- Regulatory AUM
- $16.91B
- Headquarters
- Sydney, NSW
- Regulatory AUM
- $16.71B
- Headquarters
- Stamford, CT
- Regulatory AUM
- $16.66B
- Headquarters
- New York, NY
- Regulatory AUM
- $16.50B
- Headquarters
- New York, NY
- Regulatory AUM
- $16.37B
- Headquarters
- New York, NY
- Regulatory AUM
- $15.73B
- Headquarters
- Hong Kong
- Regulatory AUM
- $15.72B
- Headquarters
- Copenhagen
- Regulatory AUM
- $15.28B
- Headquarters
- Columbus, OH
- Regulatory AUM
- $15.19B
- Headquarters
- Aventura, FL
- Regulatory AUM
- $15.08B
- Headquarters
- New York, NY
- Regulatory AUM
- $14.57B
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.