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 |
|---|---|---|
| Cohen & Steers Capital Management | New York, NY | $85.67B |
| Schroder Investment Management North America | London | $82.55B |
| Stonepeak Partners | New York, NY | $81.91B |
| Pzena Investment Management | New York, NY | $81.44B |
| TCW Asset Management | Los Angeles, CA | $81.18B |
| Russell Investments Implementation Services | Seattle, WA | $81.09B |
| Grantham Mayo Van Otterloo & Co | Boston, MA | $80.97B |
| Axa Investment Managers US | New York, NY | $79.24B |
| Metropolitan West Asset Management | Los Angeles, CA | $78.52B |
| Pinebridge Investments | New York, NY | $76.73B |
| Pgim Limited | London | $76.45B |
| Bain Capital Credit | Boston, MA | $76.30B |
| Blackstone Asset Based Finance Advisors | New York, NY | $70.45B |
| Sterling Capital Management | Charlotte, NC | $69.23B |
| Walter Scott & Partners Limited | Edinburgh | $66.67B |
| Brookfield Public Securities Group | New York, NY | $66.46B |
| Brandywine Global Investment Management | Philadelphia, PA | $65.44B |
| Mio Partners | New York, NY | $59.59B |
| Newton Investment Management North America | Boston, MA | $59.16B |
| Capital International | Los Angeles, CA | $58.21B |
- Headquarters
- New York, NY
- Regulatory AUM
- $85.67B
- Headquarters
- London
- Regulatory AUM
- $82.55B
- Headquarters
- New York, NY
- Regulatory AUM
- $81.91B
- Headquarters
- New York, NY
- Regulatory AUM
- $81.44B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $81.18B
- Headquarters
- Seattle, WA
- Regulatory AUM
- $81.09B
- Headquarters
- Boston, MA
- Regulatory AUM
- $80.97B
- Headquarters
- New York, NY
- Regulatory AUM
- $79.24B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $78.52B
- Headquarters
- New York, NY
- Regulatory AUM
- $76.73B
- Headquarters
- London
- Regulatory AUM
- $76.45B
- Headquarters
- Boston, MA
- Regulatory AUM
- $76.30B
- Headquarters
- New York, NY
- Regulatory AUM
- $70.45B
- Headquarters
- Charlotte, NC
- Regulatory AUM
- $69.23B
- Headquarters
- Edinburgh
- Regulatory AUM
- $66.67B
- Headquarters
- New York, NY
- Regulatory AUM
- $66.46B
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $65.44B
- Headquarters
- New York, NY
- Regulatory AUM
- $59.59B
- Headquarters
- Boston, MA
- Regulatory AUM
- $59.16B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $58.21B
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.