Cibc Mellon Global Securities Services
$72.5B reported client assets across 8 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 8 firms that reported Cibc Mellon Global Securities Services in both FY2024 and FY2025 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, 2020, 2021, 2022 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 5 cohort firms, FY2021: 6 cohort firms, FY2022: 6 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Mackenzie Financial Corporation | $41.1B | $195B | 21.1% | 03/30/2026 |
| Cibc Private Wealth Advisors, Inc. | $12.4B | $67.8B | 18.3% | 03/31/2026 |
| Beutel, Goodman & Company Ltd. | $8.6B | $36.1B | 23.7% | 03/30/2026 |
| Connor Clark & Lunn Investment Management Ltd | $6.9B | $85.6B | 8.1% | 03/31/2026 |
| Pyrford International Ltd | $1.9B | $7.1B | 26.8% | 03/26/2026 |
| Mackenzie Investments Corporation | $1.0B | $18.1B | 5.7% | 03/30/2026 |
| Global Alpha Capital Management Ltd. | $495M | $6.3B | 7.8% | 03/31/2026 |
| Grandeur Peak Global Advisors, Llc | $59.0M | $3.8B | 1.6% | 03/30/2026 |
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.