Firms by custodian
Registered investment advisers that custody at The Bank of New York Mellon
152 SEC-registered advisers report The Bank of New York Mellon 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.
152 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Capital Research and ManagementCRD 110885 | Los Angeles, CA | $4320.75B | 411 | 23,578 |
| Pacific Investment ManagementCRD 104559 | Newport Beach, CA | $3666.94B | 628 | 41,699 |
| Goldman Sachs Asset ManagementCRD 107738 | New York, NY | $2648.90B | 1,379 | 121,325 |
| T. Rowe Price AssociatesCRD 105496 | Baltimore, MD | $2196.45B | 545 | 6,887 |
| Wellington ManagementCRD 106595 | Boston, MA | $1428.05B | 497 | 1,559 |
| Dimensional Fund AdvisorsCRD 106482 | Austin, TX | $1020.36B | 367 | 2,311 |
| Mellon InvestmentsCRD 105764 | Pittsburgh, PA | $873.87B | 61 | 3,942 |
| Morgan Stanley Investment ManagementCRD 110353 | New York, NY | $702.25B | 250 | 22,803 |
| Goldman Sachs Asset Management InternationalCRD 107715 | London | $621.02B | 412 | 2,494 |
| Franklin AdvisersCRD 104517 | San Mateo, CA | $509.45B | 272 | 25,120 |
| Dodge & CoxCRD 104596 | San Francisco, CA | $466.56B | 100 | 740 |
| U.S. Bancorp Asset ManagementCRD 111912 | Minneapolis, MN | $427.48B | 62 | 881 |
| Neuberger Berman Investment AdvisersCRD 124687 | New York, NY | $398.65B | 646 | 43,954 |
| Loomis, Sayles &CRD 105377 | Boston, MA | $386.88B | 728 | 24,675 |
| Dimensional Fund AdvisorsCRD 107472 | London | $364.73B | 64 | 100 |
| Dfa Australia LimitedCRD 107621 | Sydney | $361.60B | 55 | 100 |
| Arrowstreet Capital, Limited PartnershipCRD 111298 | Boston, MA | $351.32B | 102 | 162 |
| FiamCRD 133196 | Smithfield, RI | $347.73B | 139 | 596 |
| Nisa Investment AdvisorsCRD 107313 | ST. Louis, MO | $343.89B | 217 | 440 |
| Nyl InvestorsCRD 169553 | New York, NY | $329.20B | 189 | 34 |
| Northwestern Mutual Investment ManagementCRD 307865 | Milwaukee, WI | $323.08B | 213 | 23 |
| American Century Investment ManagementCRD 105778 | Kansas City, MO | $305.98B | 211 | 716 |
| T. Rowe Price InternationalCRD 126032 | London | $277.19B | 179 | 223 |
| Voya Investment ManagementCRD 106494 | New York, NY | $274.95B | 317 | 566 |
| KKR Credit Advisors (us)CRD 146629 | San Francisco, CA | $270.85B | 181 | 204 |
| Legal & General Investment Management AmericaCRD 149156 | Chicago, IL | $267.16B | 104 | 195 |
| Capital Bank and TrustCRD 170017 | Irvine, CA | $250.98B | 0 | 588 |
| Manulife Investment Management (us)CRD 106435 | Boston, MA | $228.04B | 146 | 4,861 |
| Jennison AssociatesCRD 107959 | New York, NY | $214.84B | 66 | 6,083 |
| Northern Trust Global InvestmentsCRD 111900 | London | $208.39B | 22 | 76 |
| T.rowe Price Investment ManagementCRD 314590 | Baltimore, MD | $204.18B | 105 | 64 |
| DWS Investment Management AmericasCRD 104518 | New York, NY | $199.66B | 91 | 159 |
| Invesco Asset ManagementCRD 109985 | Henley-on-Thames | $187.60B | 228 | 206 |
| Artisan Partners Limited PartnershipCRD 150114 | Milwaukee, WI | $183.62B | 114 | 249 |
| Blackstone Isg-I AdvisorsCRD 289202 | New York, NY | $183.53B | 44 | 44 |
| Insight North AmericaCRD 145995 | New York, NY | $171.09B | 112 | 1,876 |
| GQG PartnersCRD 283720 | Fort Lauderdale, FL | $163.86B | 22 | 6,445 |
| Mackay ShieldsCRD 107717 | New York, NY | $159.52B | 73 | 354 |
| Payden & RygelCRD 107160 | Los Angeles, CA | $158.23B | 122 | 482 |
| NepcCRD 110562 | Boston, MA | $152.72B | 132 | 435 |
| Aon Investments USACRD 105596 | Chicago, IL | $150.99B | 248 | 579 |
| Schroder Investment Management North AmericaCRD 105820 | New York, NY | $150.40B | 110 | 426 |
| Bridgewater AssociatesCRD 105129 | Westport, CT | $150.16B | 255 | 93 |
| Baillie Gifford OverseasCRD 110296 | Edinburgh | $144.00B | 144 | 255 |
| Hamilton Lane AdvisorsCRD 107876 | Conshohocken, PA | $141.83B | 257 | 232 |
| First Eagle Investment ManagementCRD 108260 | New York, NY | $136.48B | 46 | 44 |
| Income Research + ManagementCRD 104863 | Boston, MA | $130.65B | 63 | 937 |
| Hartford Investment ManagementCRD 106699 | Hartford, CT | $123.58B | 122 | 80 |
| Lazard Asset ManagementCRD 122836 | New York, NY | $120.52B | 240 | 5,110 |
| Boston Partners Global InvestorsCRD 124982 | Boston, MA | $116.17B | 59 | 6,982 |
| Angelo, Gordon &CRD 131940 | New York, NY | $115.94B | 389 | 366 |
| 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 |
| Public Trust AdvisorsCRD 159189 | Denver, CO | $104.24B | 81 | 82 |
| Oak Hill AdvisorsCRD 125352 | New York, NY | $100.72B | 113 | 152 |
| Neuberger Berman Europe LimitedCRD 162267 | London | $97.98B | 79 | 241 |
| PPM AmericaCRD 107269 | Chicago, IL | $93.79B | 117 | 46 |
| Doubleline CapitalCRD 152606 | Tampa, FL | $93.32B | 89 | 102 |
| Capstone Investment AdvisorsCRD 155563 | New York, NY | $91.53B | 115 | 31 |
| Cohen & Steers Capital ManagementCRD 106266 | New York, NY | $85.67B | 60 | 177 |
| Schroder Investment Management North AmericaCRD 106585 | London | $82.55B | 237 | 111 |
| Stonepeak PartnersCRD 159699 | New York, NY | $81.91B | 186 | 125 |
| Pzena Investment ManagementCRD 106847 | New York, NY | $81.44B | 55 | 245 |
| TCW Asset ManagementCRD 105742 | Los Angeles, CA | $81.18B | 145 | 200 |
| Russell Investments Implementation ServicesCRD 329 | Seattle, WA | $81.09B | 115 | 118 |
| Grantham Mayo Van Otterloo &CRD 106220 | Boston, MA | $80.97B | 91 | 170 |
| Axa Investment Managers USCRD 113608 | New York, NY | $79.24B | 87 | 60 |
| Metropolitan West Asset ManagementCRD 104571 | Los Angeles, CA | $78.52B | 86 | 91 |
| Pinebridge InvestmentsCRD 285211 | New York, NY | $76.73B | 122 | 329 |
| Pgim LimitedCRD 160005 | London | $76.45B | 146 | 274 |
| Bain Capital CreditCRD 134852 | Boston, MA | $76.30B | 272 | 185 |
| Blackstone Asset Based Finance AdvisorsCRD 120934 | New York, NY | $70.45B | 386 | 113 |
| Sterling Capital ManagementCRD 135405 | Charlotte, NC | $69.23B | 64 | 3,508 |
| Walter Scott & Partners LimitedCRD 112161 | Edinburgh | $66.67B | 43 | 171 |
| Brookfield Public Securities GroupCRD 110497 | New York, NY | $66.46B | 41 | 428 |
| Brandywine Global Investment ManagementCRD 110783 | Philadelphia, PA | $65.44B | 56 | 977 |
| Mio PartnersCRD 108637 | New York, NY | $59.59B | 66 | 1,050 |
| Newton Investment Management North AmericaCRD 312937 | Boston, MA | $59.16B | 55 | 160 |
| 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 |
| Blackstone Liquid Credit Advisors ICRD 152294 | New York, NY | $51.63B | 408 | 56 |
| Crescent Capital GroupCRD 153966 | Los Angeles, CA | $49.71B | 117 | 184 |
| Mondrian Investment Partners LimitedCRD 107432 | London | $49.31B | 43 | 136 |
| Capital Group Private Client ServicesCRD 312837 | Los Angeles, CA | $48.37B | 107 | 9,843 |
| Antares Capital AdvisersCRD 281998 | Chicago, IL | $47.39B | 240 | 48 |
| Ashmore Investment ManagementCRD 112551 | London | $47.36B | 50 | 101 |
| Chandler Asset ManagementCRD 107287 | San Diego, CA | $45.31B | 20 | 259 |
| Sands Capital ManagementCRD 137610 | Arlington, VA | $44.30B | 66 | 269 |
| Ifm Investors (us) AdvisorCRD 146366 | New York, NY | $44.16B | 66 | 14 |
| Blackstone Alternative Credit AdvisorsCRD 137519 | New York, NY | $44.11B | 443 | 136 |
| T.rowe Price Hong Kong LimitedCRD 155827 | Central | $42.34B | 59 | 73 |
| Penn Mutual Asset ManagementCRD 107518 | Conshohocken, PA | $42.29B | 30 | 35 |
| Securian Asset ManagementCRD 109905 | ST Paul, MN | $41.56B | 34 | 45 |
| Morgan Stanley Aip GPCRD 117050 | West Conshohocken, PA | $40.85B | 169 | 199 |
| Los Angeles Capital ManagementCRD 119033 | Los Angeles, CA | $40.58B | 46 | 42 |
| Marathon Asset Management LimitedCRD 132391 | London | $39.04B | 16 | 42 |
| Voya Investment ManagementCRD 108934 | Atlanta, GA | $38.77B | 326 | 9 |
| Nomura Corporate Research and Asset ManagementCRD 110411 | New York, NY | $37.56B | 25 | 66 |
| Hotchkis and Wiley Capital ManagementCRD 114649 | Los Angeles, CA | $36.93B | 32 | 98 |
| Asb Capital ManagementCRD 110995 | Bethesda, MD | $36.68B | 33 | 83 |
| Select Equity GroupCRD 168496 | New York, NY | $36.38B | 83 | 766 |
| Blackstone Credit Systematic StrategiesCRD 134018 | New York, NY | $35.71B | 339 | 44 |
| Edgepoint Investment GroupCRD 312152 | Toronto, Ontario | $33.80B | 9 | 22 |
| Brigade Capital ManagementCRD 144078 | New York, NY | $33.02B | 42 | 111 |
| Westfield Capital ManagementCRD 146990 | Boston, MA | $29.81B | 19 | 9,391 |
| Beach Point Capital ManagementCRD 148885 | Santa Monica, CA | $29.77B | 77 | 75 |
| Epoch Investment PartnersCRD 131556 | New York, NY | $29.73B | 91 | 757 |
| Franklin Templeton InstitutionalCRD 117384 | New York, NY | $29.59B | 26 | 113 |
| Neuberger Berman Singapore Pte. LimitedCRD 167947 | Singapore | $29.29B | 10 | 58 |
| Third PointCRD 137927 | New York, NY | $28.73B | 68 | 65 |
| Axiom InvestorsCRD 109605 | Greenwich, CT | $28.06B | 29 | 70 |
| Asset Allocation & ManagementCRD 109875 | Chicago, IL | $27.49B | 30 | 123 |
| Aristotle Pacific CapitalCRD 298050 | Newport Beach, CA | $26.76B | 22 | 15 |
| Cfi PartnersCRD 139531 | Chicago, IL | $26.31B | 23 | 6 |
| Driehaus Capital ManagementCRD 105757 | Chicago, IL | $26.12B | 27 | 90 |
| Templeton Global Advisors LimitedCRD 111383 | Nassau | $25.85B | 4 | 12 |
| Hirtle &CRD 105403 | West Conshohocken, PA | $25.41B | 48 | 1,791 |
| Garcia Hamilton & AssociatesCRD 108017 | Houston, TX | $24.86B | 12 | 312 |
| Makena Capital ManagementCRD 156855 | Menlo Park, CA | $24.28B | 30 | 48 |
| XponanceCRD 111126 | Philadelphia, PA | $24.27B | 15 | 131 |
| Templeton Asset ManagementCRD 111382 | Singapore | $24.05B | 39 | 78 |
| Longfellow Investment ManagementCRD 104945 | Boston, MA | $23.44B | 24 | 161 |
| Lee Overlay PartnersCRD 110822 | Co Dublin | $23.39B | 17 | 11 |
| Waterfall Asset ManagementCRD 137746 | New York, NY | $22.04B | 55 | 64 |
| Thompson Siegel & WalmsleyCRD 105726 | Richmond, VA | $21.15B | 31 | 302 |
| Cerity Partners OcioCRD 151916 | New York, NY | $21.13B | 21 | 42 |
| Magellan Asset Management LimitedCRD 159256 | Sydney, NSW | $20.80B | 26 | 36 |
| Ellington Management GroupCRD 112493 | Old Greenwich, CT | $20.76B | 68 | 33 |
| Mutual of America Capital ManagementCRD 106523 | New York, NY | $20.13B | 22 | 2 |
| Fidelity Diversifying SolutionsCRD 315088 | Boston, MA | $18.88B | 44 | 35 |
| Blackstone Liquid Credit StrategiesCRD 144537 | New York, NY | $18.79B | 408 | 43 |
| Merganser Capital ManagementCRD 169258 | Boston, MA | $17.66B | 11 | 124 |
| Sustainable Growth AdvisersCRD 127447 | Stamford, CT | $16.66B | 18 | 224 |
| Intech Investment ManagementCRD 119232 | West Palm Beach, FL | $15.47B | 11 | 26 |
| Sit Fixed Income Advisors IICRD 108271 | Minneapolis, MN | $14.97B | 35 | 115 |
| Paamco PrismaCRD 108989 | Newport Beach, CA | $14.45B | 33 | 47 |
| Wellington Management Hong Kong LimitedCRD 165208 | Central, Hong Kong | $14.15B | 21 | 49 |
| Eagle Point Credit ManagementCRD 166370 | Greenwich, CT | $13.24B | 34 | 91 |
| Global Endowment ManagementCRD 157772 | Charlotte, NC | $12.88B | 23 | 46 |
| Pugh Capital ManagementCRD 111765 | Seattle, WA | $12.82B | 22 | 52 |
| Ariel InvestmentsCRD 108211 | Chicago, IL | $12.78B | 30 | 146 |
| Duff & Phelps Investment ManagementCRD 107296 | Chicago, IL | $12.75B | 26 | 44 |
| Royce & AssociatesCRD 107689 | New York, NY | $12.41B | 30 | 979 |
| Neuberger Berman Canada UlcCRD 284803 | Toronto, Ontario | $12.39B | 13 | 3,366 |
| Longview PartnersCRD 139390 | London | $11.51B | 10 | 8 |
| Longview Partners (guernsey) LimitedCRD 143875 | ST. Peter Port | $11.51B | 0 | 8 |
| Guggenheim Corporate FundingCRD 300895 | New York, NY | $11.29B | 15 | 32 |
| Camden Asset Management L PCRD 106772 | Los Angeles, CA | $11.17B | 5 | 17 |
| Lansdowne Partners (uk)CRD 172244 | London | $10.30B | 14 | 35 |
| Kopernik Global InvestorsCRD 168625 | Tampa, FL | $10.18B | 22 | 13 |
Capital Research and ManagementCRD 110885$4320.75B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 411
- Clients
- 23,578
Pacific Investment ManagementCRD 104559$3666.94B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 628
- Clients
- 41,699
Goldman Sachs Asset ManagementCRD 107738$2648.90B
- Headquarters
- New York, NY
- Advisory staff
- 1,379
- Clients
- 121,325
T. Rowe Price AssociatesCRD 105496$2196.45B
- Headquarters
- Baltimore, MD
- Advisory staff
- 545
- Clients
- 6,887
Wellington ManagementCRD 106595$1428.05B
- Headquarters
- Boston, MA
- Advisory staff
- 497
- Clients
- 1,559
Dimensional Fund AdvisorsCRD 106482$1020.36B
- Headquarters
- Austin, TX
- Advisory staff
- 367
- Clients
- 2,311
Mellon InvestmentsCRD 105764$873.87B
- Headquarters
- Pittsburgh, PA
- Advisory staff
- 61
- Clients
- 3,942
Morgan Stanley Investment ManagementCRD 110353$702.25B
- Headquarters
- New York, NY
- Advisory staff
- 250
- Clients
- 22,803
Goldman Sachs Asset Management InternationalCRD 107715$621.02B
- Headquarters
- London
- Advisory staff
- 412
- Clients
- 2,494
Franklin AdvisersCRD 104517$509.45B
- Headquarters
- San Mateo, CA
- Advisory staff
- 272
- Clients
- 25,120
Dodge & CoxCRD 104596$466.56B
- Headquarters
- San Francisco, CA
- Advisory staff
- 100
- Clients
- 740
U.S. Bancorp Asset ManagementCRD 111912$427.48B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 62
- Clients
- 881
Neuberger Berman Investment AdvisersCRD 124687$398.65B
- Headquarters
- New York, NY
- Advisory staff
- 646
- Clients
- 43,954
Loomis, Sayles &CRD 105377$386.88B
- Headquarters
- Boston, MA
- Advisory staff
- 728
- Clients
- 24,675
Dimensional Fund AdvisorsCRD 107472$364.73B
- Headquarters
- London
- Advisory staff
- 64
- Clients
- 100
Dfa Australia LimitedCRD 107621$361.60B
- Headquarters
- Sydney
- Advisory staff
- 55
- Clients
- 100
Arrowstreet Capital, Limited PartnershipCRD 111298$351.32B
- Headquarters
- Boston, MA
- Advisory staff
- 102
- Clients
- 162
FiamCRD 133196$347.73B
- Headquarters
- Smithfield, RI
- Advisory staff
- 139
- Clients
- 596
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
Northwestern Mutual Investment ManagementCRD 307865$323.08B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 213
- Clients
- 23
American Century Investment ManagementCRD 105778$305.98B
- Headquarters
- Kansas City, MO
- Advisory staff
- 211
- Clients
- 716
T. Rowe Price InternationalCRD 126032$277.19B
- Headquarters
- London
- Advisory staff
- 179
- Clients
- 223
Voya Investment ManagementCRD 106494$274.95B
- Headquarters
- New York, NY
- Advisory staff
- 317
- Clients
- 566
KKR Credit Advisors (us)CRD 146629$270.85B
- Headquarters
- San Francisco, CA
- Advisory staff
- 181
- Clients
- 204
Legal & General Investment Management AmericaCRD 149156$267.16B
- Headquarters
- Chicago, IL
- Advisory staff
- 104
- Clients
- 195
Capital Bank and TrustCRD 170017$250.98B
- Headquarters
- Irvine, CA
- Advisory staff
- 0
- Clients
- 588
Manulife Investment Management (us)CRD 106435$228.04B
- Headquarters
- Boston, MA
- Advisory staff
- 146
- Clients
- 4,861
Jennison AssociatesCRD 107959$214.84B
- Headquarters
- New York, NY
- Advisory staff
- 66
- Clients
- 6,083
Northern Trust Global InvestmentsCRD 111900$208.39B
- Headquarters
- London
- Advisory staff
- 22
- Clients
- 76
T.rowe Price Investment ManagementCRD 314590$204.18B
- Headquarters
- Baltimore, MD
- Advisory staff
- 105
- Clients
- 64
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
Artisan Partners Limited PartnershipCRD 150114$183.62B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 114
- Clients
- 249
Blackstone Isg-I AdvisorsCRD 289202$183.53B
- Headquarters
- New York, NY
- Advisory staff
- 44
- Clients
- 44
Insight North AmericaCRD 145995$171.09B
- Headquarters
- New York, NY
- Advisory staff
- 112
- Clients
- 1,876
GQG PartnersCRD 283720$163.86B
- Headquarters
- Fort Lauderdale, FL
- Advisory staff
- 22
- Clients
- 6,445
Mackay ShieldsCRD 107717$159.52B
- Headquarters
- New York, NY
- Advisory staff
- 73
- Clients
- 354
Payden & RygelCRD 107160$158.23B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 122
- Clients
- 482
NepcCRD 110562$152.72B
- Headquarters
- Boston, MA
- Advisory staff
- 132
- Clients
- 435
Aon Investments USACRD 105596$150.99B
- Headquarters
- Chicago, IL
- Advisory staff
- 248
- Clients
- 579
Schroder Investment Management North AmericaCRD 105820$150.40B
- Headquarters
- New York, NY
- Advisory staff
- 110
- Clients
- 426
Bridgewater AssociatesCRD 105129$150.16B
- Headquarters
- Westport, CT
- Advisory staff
- 255
- Clients
- 93
Baillie Gifford OverseasCRD 110296$144.00B
- Headquarters
- Edinburgh
- Advisory staff
- 144
- Clients
- 255
Hamilton Lane AdvisorsCRD 107876$141.83B
- Headquarters
- Conshohocken, PA
- Advisory staff
- 257
- Clients
- 232
First Eagle Investment ManagementCRD 108260$136.48B
- Headquarters
- New York, NY
- Advisory staff
- 46
- Clients
- 44
Income Research + ManagementCRD 104863$130.65B
- Headquarters
- Boston, MA
- Advisory staff
- 63
- Clients
- 937
Hartford Investment ManagementCRD 106699$123.58B
- Headquarters
- Hartford, CT
- Advisory staff
- 122
- Clients
- 80
Lazard Asset ManagementCRD 122836$120.52B
- Headquarters
- New York, NY
- Advisory staff
- 240
- Clients
- 5,110
Boston Partners Global InvestorsCRD 124982$116.17B
- Headquarters
- Boston, MA
- Advisory staff
- 59
- Clients
- 6,982
Angelo, Gordon &CRD 131940$115.94B
- Headquarters
- New York, NY
- Advisory staff
- 389
- Clients
- 366
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
Public Trust AdvisorsCRD 159189$104.24B
- Headquarters
- Denver, CO
- Advisory staff
- 81
- Clients
- 82
Oak Hill AdvisorsCRD 125352$100.72B
- Headquarters
- New York, NY
- Advisory staff
- 113
- Clients
- 152
Neuberger Berman Europe LimitedCRD 162267$97.98B
- Headquarters
- London
- Advisory staff
- 79
- Clients
- 241
PPM AmericaCRD 107269$93.79B
- Headquarters
- Chicago, IL
- Advisory staff
- 117
- Clients
- 46
Doubleline CapitalCRD 152606$93.32B
- Headquarters
- Tampa, FL
- Advisory staff
- 89
- Clients
- 102
Capstone Investment AdvisorsCRD 155563$91.53B
- Headquarters
- New York, NY
- Advisory staff
- 115
- Clients
- 31
Cohen & Steers Capital ManagementCRD 106266$85.67B
- Headquarters
- New York, NY
- Advisory staff
- 60
- Clients
- 177
Schroder Investment Management North AmericaCRD 106585$82.55B
- Headquarters
- London
- Advisory staff
- 237
- Clients
- 111
Stonepeak PartnersCRD 159699$81.91B
- Headquarters
- New York, NY
- Advisory staff
- 186
- Clients
- 125
Pzena Investment ManagementCRD 106847$81.44B
- Headquarters
- New York, NY
- Advisory staff
- 55
- Clients
- 245
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
Grantham Mayo Van Otterloo &CRD 106220$80.97B
- Headquarters
- Boston, MA
- Advisory staff
- 91
- Clients
- 170
Axa Investment Managers USCRD 113608$79.24B
- Headquarters
- New York, NY
- Advisory staff
- 87
- Clients
- 60
Metropolitan West Asset ManagementCRD 104571$78.52B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 86
- Clients
- 91
Pinebridge InvestmentsCRD 285211$76.73B
- Headquarters
- New York, NY
- Advisory staff
- 122
- Clients
- 329
Pgim LimitedCRD 160005$76.45B
- Headquarters
- London
- Advisory staff
- 146
- Clients
- 274
Bain Capital CreditCRD 134852$76.30B
- Headquarters
- Boston, MA
- Advisory staff
- 272
- Clients
- 185
Blackstone Asset Based Finance AdvisorsCRD 120934$70.45B
- Headquarters
- New York, NY
- Advisory staff
- 386
- Clients
- 113
Sterling Capital ManagementCRD 135405$69.23B
- Headquarters
- Charlotte, NC
- Advisory staff
- 64
- Clients
- 3,508
Walter Scott & Partners LimitedCRD 112161$66.67B
- Headquarters
- Edinburgh
- Advisory staff
- 43
- Clients
- 171
Brookfield Public Securities GroupCRD 110497$66.46B
- Headquarters
- New York, NY
- Advisory staff
- 41
- Clients
- 428
Brandywine Global Investment ManagementCRD 110783$65.44B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 56
- Clients
- 977
Mio PartnersCRD 108637$59.59B
- Headquarters
- New York, NY
- Advisory staff
- 66
- Clients
- 1,050
Newton Investment Management North AmericaCRD 312937$59.16B
- Headquarters
- Boston, MA
- Advisory staff
- 55
- Clients
- 160
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
Blackstone Liquid Credit Advisors ICRD 152294$51.63B
- Headquarters
- New York, NY
- Advisory staff
- 408
- Clients
- 56
Crescent Capital GroupCRD 153966$49.71B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 117
- Clients
- 184
Mondrian Investment Partners LimitedCRD 107432$49.31B
- Headquarters
- London
- Advisory staff
- 43
- Clients
- 136
Capital Group Private Client ServicesCRD 312837$48.37B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 107
- Clients
- 9,843
Antares Capital AdvisersCRD 281998$47.39B
- Headquarters
- Chicago, IL
- Advisory staff
- 240
- Clients
- 48
Ashmore Investment ManagementCRD 112551$47.36B
- Headquarters
- London
- Advisory staff
- 50
- Clients
- 101
Chandler Asset ManagementCRD 107287$45.31B
- Headquarters
- San Diego, CA
- Advisory staff
- 20
- Clients
- 259
Sands Capital ManagementCRD 137610$44.30B
- Headquarters
- Arlington, VA
- Advisory staff
- 66
- Clients
- 269
Ifm Investors (us) AdvisorCRD 146366$44.16B
- Headquarters
- New York, NY
- Advisory staff
- 66
- Clients
- 14
Blackstone Alternative Credit AdvisorsCRD 137519$44.11B
- Headquarters
- New York, NY
- Advisory staff
- 443
- Clients
- 136
T.rowe Price Hong Kong LimitedCRD 155827$42.34B
- Headquarters
- Central
- Advisory staff
- 59
- Clients
- 73
Penn Mutual Asset ManagementCRD 107518$42.29B
- Headquarters
- Conshohocken, PA
- Advisory staff
- 30
- Clients
- 35
Securian Asset ManagementCRD 109905$41.56B
- Headquarters
- ST Paul, MN
- Advisory staff
- 34
- Clients
- 45
Morgan Stanley Aip GPCRD 117050$40.85B
- Headquarters
- West Conshohocken, PA
- Advisory staff
- 169
- Clients
- 199
Los Angeles Capital ManagementCRD 119033$40.58B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 46
- Clients
- 42
Marathon Asset Management LimitedCRD 132391$39.04B
- Headquarters
- London
- Advisory staff
- 16
- Clients
- 42
Voya Investment ManagementCRD 108934$38.77B
- Headquarters
- Atlanta, GA
- Advisory staff
- 326
- Clients
- 9
Nomura Corporate Research and Asset ManagementCRD 110411$37.56B
- Headquarters
- New York, NY
- Advisory staff
- 25
- Clients
- 66
Hotchkis and Wiley Capital ManagementCRD 114649$36.93B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 32
- Clients
- 98
Asb Capital ManagementCRD 110995$36.68B
- Headquarters
- Bethesda, MD
- Advisory staff
- 33
- Clients
- 83
Select Equity GroupCRD 168496$36.38B
- Headquarters
- New York, NY
- Advisory staff
- 83
- Clients
- 766
Blackstone Credit Systematic StrategiesCRD 134018$35.71B
- Headquarters
- New York, NY
- Advisory staff
- 339
- Clients
- 44
Edgepoint Investment GroupCRD 312152$33.80B
- Headquarters
- Toronto, Ontario
- Advisory staff
- 9
- Clients
- 22
Brigade Capital ManagementCRD 144078$33.02B
- Headquarters
- New York, NY
- Advisory staff
- 42
- Clients
- 111
Westfield Capital ManagementCRD 146990$29.81B
- Headquarters
- Boston, MA
- Advisory staff
- 19
- Clients
- 9,391
Beach Point Capital ManagementCRD 148885$29.77B
- Headquarters
- Santa Monica, CA
- Advisory staff
- 77
- Clients
- 75
Epoch Investment PartnersCRD 131556$29.73B
- Headquarters
- New York, NY
- Advisory staff
- 91
- Clients
- 757
Franklin Templeton InstitutionalCRD 117384$29.59B
- Headquarters
- New York, NY
- Advisory staff
- 26
- Clients
- 113
Neuberger Berman Singapore Pte. LimitedCRD 167947$29.29B
- Headquarters
- Singapore
- Advisory staff
- 10
- Clients
- 58
Third PointCRD 137927$28.73B
- Headquarters
- New York, NY
- Advisory staff
- 68
- Clients
- 65
Axiom InvestorsCRD 109605$28.06B
- Headquarters
- Greenwich, CT
- Advisory staff
- 29
- Clients
- 70
Asset Allocation & ManagementCRD 109875$27.49B
- Headquarters
- Chicago, IL
- Advisory staff
- 30
- Clients
- 123
Aristotle Pacific CapitalCRD 298050$26.76B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 22
- Clients
- 15
Cfi PartnersCRD 139531$26.31B
- Headquarters
- Chicago, IL
- Advisory staff
- 23
- Clients
- 6
Driehaus Capital ManagementCRD 105757$26.12B
- Headquarters
- Chicago, IL
- Advisory staff
- 27
- Clients
- 90
Templeton Global Advisors LimitedCRD 111383$25.85B
- Headquarters
- Nassau
- Advisory staff
- 4
- Clients
- 12
Hirtle &CRD 105403$25.41B
- Headquarters
- West Conshohocken, PA
- Advisory staff
- 48
- Clients
- 1,791
Garcia Hamilton & AssociatesCRD 108017$24.86B
- Headquarters
- Houston, TX
- Advisory staff
- 12
- Clients
- 312
Makena Capital ManagementCRD 156855$24.28B
- Headquarters
- Menlo Park, CA
- Advisory staff
- 30
- Clients
- 48
XponanceCRD 111126$24.27B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 15
- Clients
- 131
Templeton Asset ManagementCRD 111382$24.05B
- Headquarters
- Singapore
- Advisory staff
- 39
- Clients
- 78
Longfellow Investment ManagementCRD 104945$23.44B
- Headquarters
- Boston, MA
- Advisory staff
- 24
- Clients
- 161
Lee Overlay PartnersCRD 110822$23.39B
- Headquarters
- Co Dublin
- Advisory staff
- 17
- Clients
- 11
Waterfall Asset ManagementCRD 137746$22.04B
- Headquarters
- New York, NY
- Advisory staff
- 55
- Clients
- 64
Thompson Siegel & WalmsleyCRD 105726$21.15B
- Headquarters
- Richmond, VA
- Advisory staff
- 31
- Clients
- 302
Cerity Partners OcioCRD 151916$21.13B
- Headquarters
- New York, NY
- Advisory staff
- 21
- Clients
- 42
Magellan Asset Management LimitedCRD 159256$20.80B
- Headquarters
- Sydney, NSW
- Advisory staff
- 26
- Clients
- 36
Ellington Management GroupCRD 112493$20.76B
- Headquarters
- Old Greenwich, CT
- Advisory staff
- 68
- Clients
- 33
Mutual of America Capital ManagementCRD 106523$20.13B
- Headquarters
- New York, NY
- Advisory staff
- 22
- Clients
- 2
Fidelity Diversifying SolutionsCRD 315088$18.88B
- Headquarters
- Boston, MA
- Advisory staff
- 44
- Clients
- 35
Blackstone Liquid Credit StrategiesCRD 144537$18.79B
- Headquarters
- New York, NY
- Advisory staff
- 408
- Clients
- 43
Merganser Capital ManagementCRD 169258$17.66B
- Headquarters
- Boston, MA
- Advisory staff
- 11
- Clients
- 124
Sustainable Growth AdvisersCRD 127447$16.66B
- Headquarters
- Stamford, CT
- Advisory staff
- 18
- Clients
- 224
Intech Investment ManagementCRD 119232$15.47B
- Headquarters
- West Palm Beach, FL
- Advisory staff
- 11
- Clients
- 26
Sit Fixed Income Advisors IICRD 108271$14.97B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 35
- Clients
- 115
Paamco PrismaCRD 108989$14.45B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 33
- Clients
- 47
Wellington Management Hong Kong LimitedCRD 165208$14.15B
- Headquarters
- Central, Hong Kong
- Advisory staff
- 21
- Clients
- 49
Eagle Point Credit ManagementCRD 166370$13.24B
- Headquarters
- Greenwich, CT
- Advisory staff
- 34
- Clients
- 91
Global Endowment ManagementCRD 157772$12.88B
- Headquarters
- Charlotte, NC
- Advisory staff
- 23
- Clients
- 46
Pugh Capital ManagementCRD 111765$12.82B
- Headquarters
- Seattle, WA
- Advisory staff
- 22
- Clients
- 52
Ariel InvestmentsCRD 108211$12.78B
- Headquarters
- Chicago, IL
- Advisory staff
- 30
- Clients
- 146
Duff & Phelps Investment ManagementCRD 107296$12.75B
- Headquarters
- Chicago, IL
- Advisory staff
- 26
- Clients
- 44
Royce & AssociatesCRD 107689$12.41B
- Headquarters
- New York, NY
- Advisory staff
- 30
- Clients
- 979
Neuberger Berman Canada UlcCRD 284803$12.39B
- Headquarters
- Toronto, Ontario
- Advisory staff
- 13
- Clients
- 3,366
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
Guggenheim Corporate FundingCRD 300895$11.29B
- Headquarters
- New York, NY
- Advisory staff
- 15
- Clients
- 32
Camden Asset Management L PCRD 106772$11.17B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 5
- Clients
- 17
Lansdowne Partners (uk)CRD 172244$10.30B
- Headquarters
- London
- Advisory staff
- 14
- Clients
- 35
Kopernik Global InvestorsCRD 168625$10.18B
- Headquarters
- Tampa, FL
- Advisory staff
- 22
- Clients
- 13
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 The Bank of New York Mellon here says only what the filing says, and implies nothing about either firm's service.