AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / State Street Corporation
Financial advisors in Philadelphia, PA using State Street Corporation
3 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name State Street Corporation as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Centersquare Investment Management LLC | Conshohocken | SEC-registered investment adviser | Over $5 billion |
| Dupont Capital Management | Wilmington | SEC-registered investment adviser | Over $5 billion |
| Harvest Fund Advisors LLC | Wayne | SEC-registered investment adviser | Over $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. State Street Corporation nationwide
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AdvisorCensus. Financial advisors in Philadelphia, PA using State Street Corporation. https://advisorcensus.com/advisors/pa/philadelphia/custodians/state-street https://advisorcensus.com/advisors/pa/philadelphia/custodians/state-street