AUMdb

BNY Mellon

$4.2T reported client assets across 635 advisory firms in FY2023 annual amendments

Reported client assets over time

$2.0T $4.1T
2017 2023

Same-firm comparison: 567 firms that reported BNY Mellon 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: 317 cohort firms, FY2018: 384 cohort firms, FY2019: 421 cohort firms.

Advisory firmRAUM at custodianFirm total AUMShareAs of
Blackrock Financial Management, Inc $302B $1.3T 23.5% 03/28/2024
Pacific Investment Management Company Llc $236B $2.6T 9.0% 03/28/2024
Apollo Capital Management, L.P. $212B $504B 42.0% 03/28/2024
Western Asset Management Company, Llc $135B $314B 43.0% 12/20/2023
Northwestern Mutual Investment Management Company, Llc $129B $281B 45.7% 03/29/2024
Hamilton Lane Advisors, L.L.C. $116B $857B 13.6% 06/29/2023
J.P. Morgan Investment Management Inc. $105B $2.5T 4.1% 03/29/2024
Aflac Asset Management Llc $100B $120B 83.2% 03/28/2024
Parametric Portfolio Associates Llc $89.3B $475B 18.8% 03/28/2024
Blackstone Isg I Advisors L.L.C. $87.1B $133B 65.6% 03/28/2024
Nisa Investment Advisors, Llc $84.0B $306B 27.4% 03/25/2024
Goldman Sachs Asset Management, L.P. $82.7B $1.7T 5.0% 03/28/2024
Nyl Investors Llc $76.0B $301B 25.2% 03/28/2024
Wellington Management Company Llp $71.8B $1.3T 5.6% 03/29/2024
Aon Investments Usa Inc. $71.6B $123B 58.2% 03/28/2024
Alan D Biller & Associates, Inc. $63.7B $82.6B 77.0% 01/19/2024
Pgim, Inc. $61.0B $1.0T 6.0% 03/29/2024
Galliard Capital Management, Llc $58.4B $85.5B 68.3% 03/25/2024
Mellon Investments Corporation $58.3B $674B 8.7% 03/29/2024
Payden & Rygel $57.2B $142B 40.2% 03/28/2024
Fort Washington Investment Advisors Inc $57.2B $79.5B 71.9% 03/28/2024
Blackstone Real Estate Special Situations Advisors L.L.C. $49.3B $68.5B 71.9% 03/28/2024
Nomura Investment Management Business Trust $42.7B $192B 22.2% 06/29/2023
Bridgewater Associates, Lp $42.5B $172B 24.7% 03/29/2024
Ppm America, Inc. $38.1B $73.1B 52.1% 03/28/2024
Loomis, Sayles & Company, L.P. $38.0B $301B 12.6% 03/29/2024
Insight North America Llc $37.0B $137B 27.1% 03/29/2024
Goldman Sachs Asset Management International $34.1B $405B 8.4% 03/28/2024
Walter Scott & Partners Limited $33.9B $84.0B 40.4% 03/28/2024
Voya Investment Management Llc $33.8B $33.8B 100.0% 03/29/2024
Federated Investment Counseling $33.4B $185B 18.0% 03/15/2024
Dws Investment Management Americas, Inc. $31.8B $173B 18.4% 03/28/2024
Capital Group Private Client Services, Inc. $31.1B $34.0B 91.5% 09/28/2023
Securian Asset Management, Inc. $31.1B $44.1B 70.5% 03/25/2024
Dodge & Cox $31.0B $363B 8.6% 03/28/2024
Blackstone Liquid Credit Advisors I Llc $26.6B $39.8B 66.7% 03/28/2024
Mackay Shields Llc $26.1B $139B 18.8% 03/22/2024
Rhumbline Advisers Ltd Partnership $23.7B $108B 22.0% 03/28/2024
Russell Investments Implementation Services, Llc $23.3B $82.7B 28.2% 03/29/2024
Legal & General Investment Management America Inc. $23.0B $222B 10.4% 03/29/2024
Knights Of Columbus Asset Advisors Llc $22.2B $27.2B 81.4% 03/29/2024
Blackrock Investment Management, Llc $22.1B $458B 4.8% 03/28/2024
Income Research + Management $21.4B $97.0B 22.0% 03/28/2024
Northern Trust Global Investments Ltd $21.2B $160B 13.3% 03/25/2024
Baillie Gifford Overseas Ltd $21.0B $186B 11.3% 06/29/2023
Jennison Associates Llc $20.6B $194B 10.6% 03/28/2024
New England Asset Management, Inc. $20.5B $95.2B 21.5% 03/28/2024
Lsv Asset Management $20.3B $96.0B 21.2% 03/27/2024
Lazard Asset Management Llc $20.1B $150B 13.4% 03/28/2024
Blackrock Advisors, Llc $18.5B $870B 2.1% 03/28/2024
Invesco Advisers, Inc. $17.8B $746B 2.4% 03/28/2024
Fiam Llc $17.3B $219B 7.9% 03/28/2024
Blackstone Asset Based Finance Advisors Lp $17.3B $27.8B 62.1% 03/28/2024
Neuberger Berman Investment Advisers Llc $16.5B $337B 4.9% 03/28/2024
Empower Capital Management, Llc $16.5B $64.9B 25.4% 03/28/2024
Acadian Asset Management Llc $16.4B $102B 16.1% 03/26/2024
T. Rowe Price Associates, Inc. $16.0B $1.8T 0.9% 03/28/2024
Jpmorgan Asset Management (Uk) Limited $15.7B $366B 4.3% 03/28/2024
Arrowstreet Capital, Limited Partnership $14.5B $217B 6.7% 03/28/2024
Allstate Investment Management Company $14.4B $22.4B 64.4% 03/28/2024
Kkr Credit Advisors (Us) Llc $13.9B $205B 6.8% 03/28/2024
Nippon Life Global Investors Americas, Inc. $13.7B $35.5B 38.6% 03/25/2024
Allspring Global Investments, Llc $13.7B $429B 3.2% 03/22/2024
Goldman Sachs Asset Management Co., Ltd. $13.6B $55.8B 24.4% 03/28/2024
American Money Management Corporation ("Ammc") $12.2B $19.7B 62.0% 03/23/2024
Ares Management Llc $12.2B $315B 3.9% 03/28/2024
Morgan Stanley Investment Management Inc. $12.2B $535B 2.3% 03/27/2024
Rathbones Investment Management Limited $12.0B $63.6B 18.8% 03/27/2024
Axa Investment Managers Us Inc $11.8B $90.2B 13.1% 03/29/2024
Keyridge Asset Management Limited $11.5B $119B 9.7% 03/27/2024
Manulife Investment Management Private Markets (Us) Llc $11.3B $42.7B 26.5% 03/29/2024
Artisan Partners Limited Partnership $11.0B $151B 7.3% 03/29/2024
Alumina Investment Management, Llc $10.6B $12.0B 88.5% 03/05/2024
Pgim Limited $10.5B $64.4B 16.3% 03/29/2024
Mfs Institutional Advisors Inc. $10.0B $129B 7.8% 03/28/2024
N $10.0B $13.3B 74.9% 03/25/2024
Ascensus Investment Advisors, Llc $9.9B $9.9B 100.0% 03/04/2024
Mondrian Investment Partners Limited $9.8B $45.3B 21.6% 03/28/2024
Oaktree Capital Management, L.P. $9.1B $161B 5.7% 03/28/2024
Schroder Investment Management North America Inc $9.0B $135B 6.7% 03/28/2024
Tcw Asset Management Company Llc $9.0B $64.2B 14.1% 03/28/2024
Iii Capital Management $8.5B $39.5B 21.6% 03/29/2024
Los Angeles Capital Management Llc $8.2B $34.9B 23.5% 03/28/2024
Dws International Gmbh $8.1B $45.0B 17.9% 03/28/2024
Numeric Investors Llc $8.0B $48.9B 16.3% 03/28/2024
Nationwide Asset Management, Llc $8.0B $14.8B 54.0% 03/12/2024
Sun Life Capital Management (U.S.) Llc $8.0B $69.5B 11.5% 03/28/2024
Bnp Paribas Asset Management Usa, Inc. $7.8B $41.8B 18.7% 03/28/2024
Blackstone Credit Systematic Strategies Llc $7.8B $27.9B 28.0% 03/28/2024
Lord, Abbett & Co. Llc $7.7B $201B 3.9% 12/18/2023
Aqr Capital Management, Llc $7.6B $133B 5.7% 03/28/2024
Connor Clark & Lunn Investment Management Ltd $7.6B $46.2B 16.4% 03/29/2024
Marathon Asset Management Limited $7.1B $40.7B 17.5% 05/31/2023
Brandywine Global Investment Management, Llc $7.0B $56.0B 12.6% 12/21/2023
Wilshire Advisors Llc $6.8B $94.9B 7.1% 03/30/2024
Perella Weinberg Partners Capital Management Lp $6.7B $15.4B 43.2% 03/31/2024
Doubleline Capital Lp $6.6B $93.0B 7.1% 03/28/2024
William Blair Investment Management, Llc $6.6B $67.2B 9.8% 03/26/2024
Sterling Capital Management Llc $6.6B $66.7B 9.8% 03/22/2024
Aristotle Pacific Capital, Llc $6.4B $21.9B 29.3% 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.