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 |
|---|---|---|
| BSP Ny | New York, NY | $14.24B |
| Wellington Management Hong Kong Limited | Central, Hong Kong | $14.15B |
| Circle Wealth Management | Summit, NJ | $14.07B |
| Libremax Capital | New York, NY | $13.87B |
| Aristeia Capital | Greenwich, CT | $13.73B |
| Clearbrook Investment Consulting | New York, NY | $13.72B |
| Riverside Partners | New York, NY | $13.53B |
| Post Advisory Group | Los Angeles, CA | $13.03B |
| Sarofim Trust Co., Lta | Houston, TX | $12.96B |
| Appleton Partners | Boston, MA | $12.55B |
| Westwood Management | Dallas, TX | $12.46B |
| Northcape Capital Pty | Sydney, New South Wales | $12.29B |
| Altrinsic Global Advisors | Stamford, CT | $12.22B |
| Gamco Asset Management | Greenwich, CT | $11.69B |
| Winton Capital Management | London | $11.67B |
| Greenhaven Associates | Purchase, NY | $11.66B |
| Cullen Capital Management | New York, NY | $11.58B |
| Sprucegrove Investment Management | Toronto, Ontario | $11.53B |
| Longview Partners | London | $11.51B |
| Longview Partners (guernsey) Limited | ST. Peter Port | $11.51B |
- Headquarters
- New York, NY
- Regulatory AUM
- $14.24B
- Headquarters
- Central, Hong Kong
- Regulatory AUM
- $14.15B
- Headquarters
- Summit, NJ
- Regulatory AUM
- $14.07B
- Headquarters
- New York, NY
- Regulatory AUM
- $13.87B
- Headquarters
- Greenwich, CT
- Regulatory AUM
- $13.73B
- Headquarters
- New York, NY
- Regulatory AUM
- $13.72B
- Headquarters
- New York, NY
- Regulatory AUM
- $13.53B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $13.03B
- Headquarters
- Houston, TX
- Regulatory AUM
- $12.96B
- Headquarters
- Boston, MA
- Regulatory AUM
- $12.55B
- Headquarters
- Dallas, TX
- Regulatory AUM
- $12.46B
- Headquarters
- Sydney, New South Wales
- Regulatory AUM
- $12.29B
- Headquarters
- Stamford, CT
- Regulatory AUM
- $12.22B
- Headquarters
- Greenwich, CT
- Regulatory AUM
- $11.69B
- Headquarters
- London
- Regulatory AUM
- $11.67B
- Headquarters
- Purchase, NY
- Regulatory AUM
- $11.66B
- Headquarters
- New York, NY
- Regulatory AUM
- $11.58B
- Headquarters
- Toronto, Ontario
- Regulatory AUM
- $11.53B
- Headquarters
- London
- Regulatory AUM
- $11.51B
- Headquarters
- ST. Peter Port
- Regulatory AUM
- $11.51B
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.