AdvisorCensus / Custodians / Pershing LLC
Investment advisory firms using Pershing LLC as a custodian
440 SEC-registered investment advisory firms name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.
| Metro area | Advisory firms |
|---|---|
| New York, NY | 84 |
| Miami, FL | 59 |
| Chicago, IL | 20 |
| Philadelphia, PA | 16 |
| Bridgeport, CT | 12 |
| San Francisco, CA | 11 |
| Washington, DC | 11 |
| Houston, TX | 10 |
| Dallas, TX | 9 |
| Atlanta, GA | 8 |
| St. Louis, MO | 7 |
| Boston, MA | 6 |
| Los Angeles, CA | 6 |
| San Diego, CA | 6 |
| Seattle, WA | 6 |
| Denver, CO | 5 |
| Minneapolis, MN | 5 |
| Raleigh, NC | 5 |
| Cleveland, OH | 4 |
| Hartford, CT | 4 |
| Sacramento, CA | 4 |
| Austin, TX | 3 |
| Columbus, OH | 3 |
| Milwaukee, WI | 3 |
| Pittsburgh, PA | 3 |
| Portland, OR | 3 |
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.
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AdvisorCensus. Investment advisory firms using Pershing LLC as a custodian. https://advisorcensus.com/custodians/pershing https://advisorcensus.com/custodians/pershing