State Street
$2.8T reported client assets across 500 advisory firms in FY2023 annual amendments
Reported client assets over time
$2.5T
$3.4T
2017
2023
Same-firm comparison: 441 firms that reported State Street in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 255 cohort firms, FY2018: 311 cohort firms, FY2019: 326 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Hamilton Lane Advisors, L.L.C. | $196B | $857B | 22.9% | 06/29/2023 |
| Pacific Investment Management Company Llc | $131B | $2.6T | 5.0% | 03/28/2024 |
| Blackrock Financial Management, Inc | $122B | $1.3T | 9.4% | 03/28/2024 |
| Wellington Management Company Llp | $113B | $1.3T | 8.8% | 03/29/2024 |
| Principal Global Investors, Llc | $110B | $377B | 29.2% | 03/27/2024 |
| J.P. Morgan Investment Management Inc. | $96.7B | $2.5T | 3.8% | 03/29/2024 |
| Pgim, Inc. | $73.8B | $1.0T | 7.3% | 03/29/2024 |
| Western Asset Management Company, Llc | $59.4B | $314B | 18.9% | 12/20/2023 |
| Thrivent Financial For Lutherans | $58.7B | $122B | 48.3% | 03/28/2024 |
| T. Rowe Price Associates, Inc. | $55.4B | $1.8T | 3.2% | 03/28/2024 |
| Nisa Investment Advisors, Llc | $48.2B | $306B | 15.7% | 03/25/2024 |
| Lazard Asset Management Llc | $41.1B | $150B | 27.3% | 03/28/2024 |
| Apg Asset Management Us, Inc | $39.5B | $164B | 24.0% | 03/28/2024 |
| Mellon Investments Corporation | $38.9B | $674B | 5.8% | 03/29/2024 |
| Arrowstreet Capital, Limited Partnership | $38.2B | $217B | 17.6% | 03/28/2024 |
| Sanders Capital, Llc | $37.1B | $82.3B | 45.1% | 03/28/2024 |
| Invesco Advisers, Inc. | $36.6B | $746B | 4.9% | 03/28/2024 |
| Asset Management One Co., Ltd. | $36.0B | $460B | 7.8% | 06/29/2023 |
| Barings Llc | $34.0B | $308B | 11.1% | 03/26/2024 |
| Morgan Stanley Investment Management Inc. | $30.9B | $535B | 5.8% | 03/27/2024 |
| Federated Investment Counseling | $30.4B | $185B | 16.4% | 03/15/2024 |
| Neuberger Berman Investment Advisers Llc | $26.8B | $337B | 7.9% | 03/28/2024 |
| Russell Investments Implementation Services, Llc | $26.7B | $82.7B | 32.3% | 03/29/2024 |
| Heron View Partners Llc | $26.5B | $73.9B | 35.9% | 03/28/2024 |
| Meag New York Corporation | $25.2B | $43.9B | 57.4% | 03/28/2024 |
| Loomis, Sayles & Company, L.P. | $25.0B | $301B | 8.3% | 03/29/2024 |
| Baillie Gifford Overseas Ltd | $24.2B | $186B | 13.0% | 06/29/2023 |
| Members Capital Advisors, Inc. | $24.2B | $35.5B | 68.1% | 03/26/2024 |
| American Beacon Advisors, Inc. | $22.2B | $57.4B | 38.6% | 03/28/2024 |
| Dodge & Cox | $22.0B | $363B | 6.1% | 03/28/2024 |
| Conning, Inc. | $21.4B | $100B | 21.3% | 03/26/2024 |
| Jpmorgan Asset Management (Uk) Limited | $21.3B | $366B | 5.8% | 03/28/2024 |
| Walter Scott & Partners Limited | $20.4B | $84.0B | 24.3% | 03/28/2024 |
| Legal & General Investment Management America Inc. | $20.1B | $222B | 9.0% | 03/29/2024 |
| Payden & Rygel | $18.7B | $142B | 13.2% | 03/28/2024 |
| Keyridge Asset Management Limited | $18.5B | $119B | 15.5% | 03/27/2024 |
| Columbia Management Investment Advisers, Llc | $17.7B | $427B | 4.1% | 03/27/2024 |
| Pantheon Ventures (Us) Lp | $17.3B | $71.5B | 24.2% | 03/27/2024 |
| Acadian Asset Management Llc | $17.3B | $102B | 17.0% | 03/26/2024 |
| Dimensional Fund Advisors Lp | $16.7B | $750B | 2.2% | 03/28/2024 |
| Fiam Llc | $16.7B | $219B | 7.6% | 03/28/2024 |
| Lsv Asset Management | $16.2B | $96.0B | 16.9% | 03/27/2024 |
| Principal Real Estate Investors, Llc | $15.9B | $93.9B | 17.0% | 03/27/2024 |
| Panagora Asset Management Inc | $15.7B | $32.0B | 49.1% | 03/28/2024 |
| Ascension Investment Management, Llc | $15.7B | $40.1B | 39.2% | 09/27/2023 |
| Allspring Global Investments, Llc | $15.2B | $429B | 3.5% | 03/22/2024 |
| Manulife Investment Management (Us) Llc | $14.2B | $189B | 7.5% | 03/28/2024 |
| Tcw Asset Management Company Llc | $14.2B | $64.2B | 22.1% | 03/28/2024 |
| Mfs Institutional Advisors Inc. | $14.1B | $129B | 11.0% | 03/28/2024 |
| Jennison Associates Llc | $14.0B | $194B | 7.2% | 03/28/2024 |
| Rhumbline Advisers Ltd Partnership | $13.5B | $108B | 12.5% | 03/28/2024 |
| Rbc Global Asset Management (Uk) Limited | $13.4B | $122B | 11.0% | 01/29/2024 |
| Ppm America, Inc. | $12.6B | $73.1B | 17.2% | 03/28/2024 |
| Eldridge Structured Credit Advisers, Llc | $12.5B | $15.5B | 80.7% | 03/28/2024 |
| Income Research + Management | $12.2B | $97.0B | 12.5% | 03/28/2024 |
| Dws International Gmbh | $12.1B | $45.0B | 26.9% | 03/28/2024 |
| Nomura Investment Management Business Trust | $12.0B | $192B | 6.3% | 06/29/2023 |
| T. Rowe Price International Ltd | $11.9B | $234B | 5.1% | 03/28/2024 |
| Schroder Investment Management North America Inc | $11.5B | $135B | 8.5% | 03/28/2024 |
| Grantham Mayo Van Otterloo & Co Llc | $11.1B | $63.4B | 17.5% | 03/28/2024 |
| Pgim Quantitative Solutions Llc | $10.7B | $93.4B | 11.5% | 03/27/2024 |
| Empower Advisory Group, Llc | $10.5B | $134B | 7.8% | 03/28/2024 |
| Securian Asset Management, Inc. | $10.3B | $44.1B | 23.3% | 03/25/2024 |
| Nomura Corporate Research And Asset Management Inc | $10.1B | $30.4B | 33.2% | 06/16/2023 |
| Colchester Global Investors Ltd | $9.8B | $28.5B | 34.3% | 07/03/2023 |
| Northern Trust Global Investments Ltd | $9.6B | $160B | 6.0% | 03/25/2024 |
| Marathon Asset Management Limited | $9.1B | $40.7B | 22.4% | 05/31/2023 |
| Barrow, Hanley, Mewhinney & Strauss, Llc | $9.1B | $49.9B | 18.3% | 03/28/2024 |
| American Century Investment Management Inc | $9.1B | $230B | 4.0% | 03/21/2024 |
| Gqg Partners Llc | $8.7B | $121B | 7.2% | 03/28/2024 |
| Jacobs Levy Equity Management Inc | $8.7B | $22.9B | 38.0% | 03/22/2024 |
| Ninety One Uk Limited | $8.3B | $108B | 7.6% | 06/28/2023 |
| William Blair Investment Management, Llc | $8.2B | $67.2B | 12.1% | 03/26/2024 |
| Franklin Advisers, Inc. | $8.1B | $339B | 2.4% | 12/22/2023 |
| Causeway Capital Management Llc | $7.8B | $40.6B | 19.3% | 03/26/2024 |
| Mackay Shields Llc | $7.3B | $139B | 5.2% | 03/22/2024 |
| Bam Credit And Insurance Solutions Advisor Llc | $7.3B | $34.5B | 21.1% | 03/30/2024 |
| Brandywine Global Investment Management, Llc | $7.1B | $56.0B | 12.6% | 12/21/2023 |
| Ares Capital Management Llc | $6.9B | $68.6B | 10.1% | 03/28/2024 |
| Harding Loevner Lp | $6.8B | $43.8B | 15.5% | 03/27/2024 |
| Bricktown Capital Llc | $6.7B | $9.9B | 67.5% | 03/28/2024 |
| Lee Overlay Partners Ltd | $6.5B | $17.4B | 37.5% | 09/27/2023 |
| Artisan Partners Limited Partnership | $6.5B | $151B | 4.3% | 03/29/2024 |
| Advantage Capital Management Llc | $6.5B | $6.5B | 100.0% | 03/27/2024 |
| Aqr Capital Management, Llc | $6.4B | $133B | 4.8% | 03/28/2024 |
| Longview Partners Llp | $6.0B | $17.8B | 33.7% | 03/14/2024 |
| Longview Partners (Guernsey) Limited | $6.0B | $17.8B | 33.7% | 03/15/2024 |
| Empower Capital Management, Llc | $5.8B | $64.9B | 9.0% | 03/28/2024 |
| Ssga Funds Management, Inc. | $5.5B | $1.0T | 0.5% | 03/28/2024 |
| Transamerica Retirement Advisors, Llc | $5.4B | $12.7B | 42.5% | 03/29/2024 |
| Epoch Investment Partners, Inc. | $5.4B | $34.3B | 15.6% | 01/29/2024 |
| Oaktree Capital Management, L.P. | $5.3B | $161B | 3.3% | 03/28/2024 |
| Brandes Investment Partners, Lp | $5.2B | $22.2B | 23.4% | 03/28/2024 |
| Blue Owl Credit Private Fund Advisors Llc | $5.2B | $20.8B | 25.0% | 03/28/2024 |
| Axiom Investors Llc | $5.2B | $20.2B | 25.7% | 03/27/2024 |
| Morningstar Investment Management Llc | $5.1B | $54.7B | 9.4% | 03/25/2024 |
| Research Affiliates, Llc | $5.1B | $28.4B | 18.1% | 03/21/2024 |
| Schroder Investment Management North America Ltd | $5.1B | $69.3B | 7.3% | 03/29/2024 |
| Sompo Asset Management Co., Ltd. | $5.1B | $25.1B | 20.2% | 06/27/2023 |
| Pinestone Asset Management Inc. | $5.0B | $44.3B | 11.4% | 03/28/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.