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AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / The Bank of New York Mellon

Financial advisors in Philadelphia, PA using The Bank of New York Mellon

16 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name The Bank of New York Mellon as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Philadelphia, PA ยท How this list is built

FirmCityRegistrationAssets band
Argosy-Lionbridge Management, LLCWayneSEC-registered investment adviser$100 million to $500 million
Azarias Capital Management, L.P.WestchesterSEC-registered investment adviser$100 million to $500 million
Blackrock Capital Investment Advisors, LLCWilmingtonSEC-registered investment adviserOver $5 billion
Brandywine Global Investment Management, LLCPhiladelphiaSEC-registered investment adviserOver $5 billion
Centersquare Investment Management LLCConshohockenSEC-registered investment adviserOver $5 billion
Hamilton LaneConshohockenSEC-registered investment adviserOver $5 billion
Hirtle & Co., LLCWest ConshohockenSEC-registered investment adviserOver $5 billion
LL FundsPhiladelphiaSEC-registered investment adviser$1 billion to $5 billion
Morgan Stanley AIP GP LPWest ConshohockenSEC-registered investment adviserOver $5 billion
Mount Lucas Management LPNewtownSEC-registered investment adviser$1 billion to $5 billion
Nomura Investment Management Business TrustPhiladelphiaSEC-registered investment adviserOver $5 billion
Penn Capital Management Company, LLCPhiladelphiaSEC-registered investment adviser$1 billion to $5 billion
Penn Mutual Asset Management, LLCConshohockenSEC-registered investment adviserOver $5 billion
Radcliffe Capital Management, L.P.Bala CynwydSEC-registered investment adviserOver $5 billion
Villanova Investment Management Company, LLCWayneSEC-registered investment adviser$100 million to $500 million
Xponance LLCPhiladelphiaSEC-registered investment adviserOver $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 Bank of New York Mellon nationwide

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