AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / State Street Bank and Trust Company
Financial advisors in Philadelphia, PA using State Street Bank and Trust Company
8 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name State Street Bank and Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Blackrock Capital Management, Inc. | Wilmington | SEC-registered investment adviser | Over $5 billion |
| Brandywine Global Investment Management, LLC | Philadelphia | SEC-registered investment adviser | Over $5 billion |
| Cooke & Bieler, L.P. | Philadelphia | SEC-registered investment adviser | Over $5 billion |
| Lincoln Financial Investments Corporation | Radnor | SEC-registered investment adviser | Over $5 billion |
| Morgan Stanley AIP GP LP | West Conshohocken | SEC-registered investment adviser | Over $5 billion |
| Nomura Investment Management Business Trust | Philadelphia | SEC-registered investment adviser | Over $5 billion |
| Radcliffe Capital Management, L.P. | Bala Cynwyd | SEC-registered investment adviser | Over $5 billion |
| Xponance LLC | Philadelphia | 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 Bank and Trust Company nationwide
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