Firms by custodian
Registered investment advisers that custody at The Bank of New York Mellon
Search the full directory by firm name, city, state, CRD number or custodian.
152 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Aon Investments USA | Chicago, IL | $150.99B |
| Schroder Investment Management North America | New York, NY | $150.40B |
| Bridgewater Associates | Westport, CT | $150.16B |
| Baillie Gifford Overseas | Edinburgh | $144.00B |
| Hamilton Lane Advisors | Conshohocken, PA | $141.83B |
| First Eagle Investment Management | New York, NY | $136.48B |
| Income Research + Management | Boston, MA | $130.65B |
| Hartford Investment Management | Hartford, CT | $123.58B |
| Lazard Asset Management | New York, NY | $120.52B |
| Boston Partners Global Investors | Boston, MA | $116.17B |
| Angelo, Gordon & Co. | New York, NY | $115.94B |
| MFS Institutional Advisors | Boston, MA | $113.59B |
| New England Asset Management | Farmington, CT | $111.72B |
| Pgim Quantitative Solutions | Newark, NJ | $110.95B |
| Public Trust Advisors | Denver, CO | $104.24B |
| Oak Hill Advisors | New York, NY | $100.72B |
| Neuberger Berman Europe Limited | London | $97.98B |
| PPM America | Chicago, IL | $93.79B |
| Doubleline Capital | Tampa, FL | $93.32B |
| Capstone Investment Advisors | New York, NY | $91.53B |
- Headquarters
- Chicago, IL
- Regulatory AUM
- $150.99B
- Headquarters
- New York, NY
- Regulatory AUM
- $150.40B
- Headquarters
- Westport, CT
- Regulatory AUM
- $150.16B
- Headquarters
- Edinburgh
- Regulatory AUM
- $144.00B
- Headquarters
- Conshohocken, PA
- Regulatory AUM
- $141.83B
- Headquarters
- New York, NY
- Regulatory AUM
- $136.48B
- Headquarters
- Boston, MA
- Regulatory AUM
- $130.65B
- Headquarters
- Hartford, CT
- Regulatory AUM
- $123.58B
- Headquarters
- New York, NY
- Regulatory AUM
- $120.52B
- Headquarters
- Boston, MA
- Regulatory AUM
- $116.17B
- Headquarters
- New York, NY
- Regulatory AUM
- $115.94B
- Headquarters
- Boston, MA
- Regulatory AUM
- $113.59B
- Headquarters
- Farmington, CT
- Regulatory AUM
- $111.72B
- Headquarters
- Newark, NJ
- Regulatory AUM
- $110.95B
- Headquarters
- Denver, CO
- Regulatory AUM
- $104.24B
- Headquarters
- New York, NY
- Regulatory AUM
- $100.72B
- Headquarters
- London
- Regulatory AUM
- $97.98B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $93.79B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $93.32B
- Headquarters
- New York, NY
- Regulatory AUM
- $91.53B
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.