Research Report · 2026-06-30
Registered Investment Advisers Reporting Custody of Client Assets
SEC-registered investment advisers that report custody of client assets, ranked by AUM.
Firms
1,000
Total AUM
$68.90T
Median AUM
$4.77B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $5.69T | $5.69T | 1,427 | 2026-03-31 | → |
| 2 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $3.75T | $3.75T | 1,417 | 2026-05-31 | → |
| 3 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $3.67T | $3.67T | 1,968 | 2026-05-31 | → |
| 4 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $3.52T | $3.52T | 3,194 | 2026-06-30 | → |
| 5 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $2.65T | $2.65T | 2,059 | 2026-05-31 | → |
| 6 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $2.20T | $2.20T | 3,760 | 2026-03-31 | → |
| 7 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $1.96T | $1.96T | 29,481 | 2026-06-30 | → |
| 8 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | $1.78T | $1.78T | 32,960 | 2026-06-30 | → |
| 9 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $1.60T | $1.60T | 7,987 | 2026-06-30 | → |
| 10 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $1.43T | $1.43T | 1,868 | 2026-03-31 | → |
| 11 | PGIM, INC. | 105676 | $1.13T | $1.13T | 1,990 | 2026-04-30 | → |
| 12 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $994.99B | $994.99B | 61 | 2026-06-30 | → |
| 13 | UBS FINANCIAL SERVICES INC. | 8174 | $915.79B | $915.79B | 12,524 | 2026-06-30 | → |
| 14 | MELLON INVESTMENTS CORPORATION | 105764 | $873.87B | $873.87B | 98 | 2026-05-31 | → |
| 15 | LPL FINANCIAL LLC | 6413 | $819.12B | $819.12B | 41,879 | 2026-06-30 | → |
| 16 | INVESCO ADVISERS, INC. | 105360 | $749.52B | $749.52B | 2,804 | 2026-06-30 | → |
| 17 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $718.48B | $718.48B | 3,564 | 2026-05-31 | → |
| 18 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $702.25B | $702.25B | 670 | 2026-06-30 | → |
| 19 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $684.78B | $684.78B | 1,109 | 2026-04-30 | → |
| 20 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $676.69B | $676.69B | 1,589 | 2026-06-30 | → |
| 21 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | $671.42B | $671.42B | 18,895 | 2026-06-30 | → |
| 22 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | $660.47B | $660.47B | 14,056 | 2026-06-30 | → |
| 23 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $621.02B | $621.02B | 611 | 2026-05-31 | → |
| 24 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $601.79B | $601.79B | 960 | 2026-06-30 | → |
| 25 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $588.22B | $588.22B | 574 | 2026-03-31 | → |
| 26 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $563.78B | $563.78B | 956 | 2026-05-31 | → |
| 27 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | $514.05B | $514.05B | 1,244 | 2026-03-31 | → |
| 28 | FRANKLIN ADVISERS, INC. | 104517 | $509.45B | $509.45B | 384 | 2026-05-31 | → |
| 29 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $502.40B | $502.40B | 914 | 2026-05-31 | → |
| 30 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | $500.96B | $500.96B | 16,780 | 2026-06-30 | → |
| 31 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $484.10B | $484.10B | 1,403 | 2026-04-30 | → |
| 32 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $475.78B | $475.78B | 956 | 2026-05-31 | → |
| 33 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $470.54B | $470.54B | 950 | 2026-06-30 | → |
| 34 | ARES MANAGEMENT LLC | 130074 | $458.82B | $458.82B | 3,990 | 2026-05-31 | → |
| 35 | J.P. MORGAN SECURITIES LLC | 79 | $429.69B | $429.69B | 8,703 | 2026-06-30 | → |
| 36 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 144533 | $399.90B | $399.90B | 2,593 | 2026-06-30 | → |
| 37 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $398.65B | $398.65B | 1,542 | 2026-03-31 | → |
| 38 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $394.07B | $394.07B | 4,322 | 2026-04-30 | → |
| 39 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $390.04B | $390.04B | 9,675 | 2026-06-30 | → |
| 40 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $386.88B | $386.88B | 728 | 2026-03-31 | → |
| 41 | JANUS HENDERSON INVESTORS US LLC | 104652 | $380.43B | $380.43B | 1,013 | 2026-06-30 | → |
| 42 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $351.32B | $351.32B | 519 | 2026-04-30 | → |
| 43 | FIAM LLC | 133196 | $347.73B | $347.73B | 196 | 2026-03-31 | → |
| 44 | NISA INVESTMENT ADVISORS, LLC | 107313 | $343.89B | $343.89B | 417 | 2026-03-31 | → |
| 45 | PICTET ASSET MANAGEMENT SA | 140074 | $330.70B | $330.70B | 549 | 2026-06-30 | → |
| 46 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | $323.08B | $323.08B | 246 | 2026-05-31 | → |
| 47 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $311.70B | $311.70B | 728 | 2026-05-31 | → |
| 48 | RBC CAPITAL MARKETS, LLC | 31194 | $310.43B | $310.43B | 8,781 | 2026-06-30 | → |
| 49 | FIRST TRUST ADVISORS LP | 107027 | $309.24B | $309.24B | 542 | 2026-04-30 | → |
| 50 | CREATIVE PLANNING, LLC | 105348 | $295.57B | $295.57B | 1,650 | 2026-03-31 | → |
| 51 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $277.19B | $277.19B | 781 | 2026-03-31 | → |
| 52 | CETERA INVESTMENT ADVISERS LLC | 105644 | $256.81B | $256.81B | 10,251 | 2026-06-30 | → |
| 53 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | $252.25B | $252.25B | 4,047 | 2026-06-30 | → |
| 54 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $240.66B | $240.66B | 588 | 2026-03-31 | → |
| 55 | OSAIC WEALTH, INC. | 23131 | $234.86B | $234.86B | 8,979 | 2026-06-30 | → |
| 56 | TWO SIGMA INVESTMENTS, LP | 137137 | $232.82B | $232.82B | 1,555 | 2026-03-31 | → |
| 57 | DWS INTERNATIONAL GMBH | 105075 | $228.87B | $228.87B | 703 | 2026-05-31 | → |
| 58 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $228.04B | $228.04B | 267 | 2026-03-31 | → |
| 59 | JENNISON ASSOCIATES LLC | 107959 | $214.84B | $214.84B | 360 | 2026-03-31 | → |
| 60 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | $212.66B | $212.66B | 4,200 | 2026-05-31 | → |
| 61 | FEDERATED INVESTMENT COUNSELING | 105325 | $207.21B | $207.21B | 213 | 2026-05-31 | → |
| 62 | ABRDN INVESTMENTS LIMITED | 162309 | $206.50B | $206.50B | 1,296 | 2026-05-31 | → |
| 63 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $204.18B | $204.18B | 112 | 2026-03-31 | → |
| 64 | HIGHTOWER ADVISORS, LLC | 145323 | $198.58B | $198.58B | 1,983 | 2026-05-31 | → |
| 65 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $197.53B | $197.53B | 6,478 | 2026-06-30 | → |
| 66 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $187.60B | $187.60B | 930 | 2026-03-31 | → |
| 67 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $187.35B | $187.35B | 227 | 2026-06-30 | → |
| 68 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $184.99B | $184.99B | 137 | 2026-06-30 | → |
| 69 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $183.53B | $183.53B | 114 | 2026-03-31 | → |
| 70 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $183.29B | $183.29B | 905 | 2026-05-31 | → |
| 71 | FOCUS PARTNERS WEALTH, LLC | 159289 | $181.86B | $181.86B | 1,915 | 2026-04-30 | → |
| 72 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $178.01B | $178.01B | 471 | 2026-04-30 | → |
| 73 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $177.46B | $177.46B | 375 | 2026-05-31 | → |
| 74 | HPS INVESTMENT PARTNERS, LLC | 282125 | $175.72B | $175.72B | 826 | 2026-05-31 | → |
| 75 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $174.54B | $174.54B | 222 | 2026-06-30 | → |
| 76 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $169.62B | $169.62B | 419 | 2026-03-31 | → |
| 77 | CORIENT PRIVATE WEALTH LLC | 319448 | $165.25B | $165.25B | 1,537 | 2026-03-31 | → |
| 78 | PAYDEN & RYGEL | 107160 | $158.23B | $158.23B | 194 | 2026-03-31 | → |
| 79 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $155.41B | $155.41B | 648 | 2026-04-30 | → |
| 80 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $154.66B | $154.66B | 598 | 2026-03-31 | → |
| 81 | APERIO GROUP, LLC | 111616 | $152.13B | $152.13B | 208 | 2026-04-30 | → |
| 82 | BRIDGEWATER ASSOCIATES, LP | 105129 | $150.16B | $150.16B | 1,135 | 2026-05-31 | → |
| 83 | MARINER INVESTMENT GROUP, LLC | 124744 | $149.62B | $149.62B | 146 | 2026-03-31 | → |
| 84 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $144.04B | $144.04B | 778 | 2026-06-30 | → |
| 85 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $142.02B | $142.02B | 87 | 2026-04-30 | → |
| 86 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $140.25B | $140.25B | 508 | 2026-06-30 | → |
| 87 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | $138.69B | $138.69B | 3,527 | 2026-06-30 | → |
| 88 | CAPULA INVESTMENT US LP | 157589 | $137.44B | $137.44B | 80 | 2026-06-30 | → |
| 89 | GOLDMAN SACHS & CO. LLC | 361 | $133.64B | $133.64B | 2,268 | 2026-06-30 | → |
| 90 | AFLAC ASSET MANAGEMENT LLC | 304316 | $133.47B | $133.47B | 110 | 2026-03-31 | → |
| 91 | MARINER, LLC | 140195 | $125.41B | $125.41B | 1,889 | 2026-03-31 | → |
| 92 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | $125.26B | $125.26B | 881 | 2026-03-31 | → |
| 93 | BROWN ADVISORY LLC | 110181 | $124.31B | $124.31B | 782 | 2026-03-31 | → |
| 94 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $122.19B | $122.19B | 1,700 | 2026-06-30 | → |
| 95 | SANDERS CAPITAL, LLC | 151480 | $122.18B | $122.18B | 26 | 2026-03-31 | → |
| 96 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | $122.05B | $122.05B | 60 | 2026-03-31 | → |
| 97 | LAZARD ASSET MANAGEMENT LLC | 122836 | $120.52B | $120.52B | 532 | 2026-03-31 | → |
| 98 | ICONIQ CAPITAL, LLC | 159198 | $117.53B | $117.53B | 513 | 2026-04-30 | → |
| 99 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $117.24B | $117.24B | 139 | 2026-02-28 | → |
| 100 | ANGELO, GORDON & CO., L.P. | 131940 | $115.94B | $115.94B | 1,096 | 2026-05-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30