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AdvisorCensus / Financial advisors / California / San Diego, CA / The Northern Trust Company

Financial advisors in San Diego, CA using The Northern Trust Company

7 SEC-registered investment advisory firms headquartered in the San Diego, CA metro area name The Northern Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in San Diego, CA ยท How this list is built

FirmCityRegistrationAssets band
Brandes Investment Partners, LPLa JollaSEC-registered investment adviserOver $5 billion
Global IMC LLCSolana BeachSEC-registered investment adviser$500 million to $1 billion
Globeflex Capital LPSan DiegoSEC-registered investment adviser$1 billion to $5 billion
LM Capital Group, LLCSan DiegoSEC-registered investment adviserOver $5 billion
Meketa Fiduciary Management, LLCCarlsbadSEC-registered investment adviserOver $5 billion
Metis Global Partners, LLCSan DiegoSEC-registered investment adviserOver $5 billion
The Informed Momentum Company LLCSolana BeachSEC-registered investment adviser$1 billion to $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. The Northern Trust Company nationwide

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AdvisorCensus. Financial advisors in San Diego, CA using The Northern Trust Company. https://advisorcensus.com/advisors/ca/san-diego/custodians/northern-trust
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