{
  "crd_number": 111069,
  "slug": "abrdn-inc-philadelphia-pa-111069",
  "primary_business_name": "ABRDN INC.",
  "legal_name": "ABRDN INC.",
  "dbas": [
    "ABERDEEN",
    "ABERDEEN INVESTMENTS",
    "ABERDEEN INVESTMENTS GLOBAL",
    "ABRDN",
    "ABRDN INVESTMENTS"
  ],
  "city": "Philadelphia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-08-23",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 41477054582.0,
  "raum_discretionary": 41473439299.0,
  "raum_non_discretionary": 3615283.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 193,
  "advisory_employees": 55,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 673761720.0,
      "count": 7,
      "description": "PROPRIETARY ACCOUNTS AND MULTI-EMPLOYER"
    },
    "charitable": {
      "raum": null,
      "count": 1,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 2959183532.0,
      "count": 12
    },
    "insurance_companies": {
      "raum": 2001772545.0,
      "count": 13
    },
    "investment_companies": {
      "raum": 8737500351.0,
      "count": 23
    },
    "pension_profit_sharing": {
      "raum": 9289665999.0,
      "count": 16
    },
    "pooled_investment_vehicles": {
      "raum": 15667149881.0,
      "count": 90
    },
    "sovereign_wealth_foreign_official": {
      "raum": 2148020554.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://aberdeeninvestments.com",
    "https://bsky.app/profile/aberdeengroupplc.bsky.social",
    "https://facebook.com/aberdeengroupplc",
    "https://instagram.com/aberdeengroup.plc",
    "https://linkedin.com/company/aberdeen-group-plc",
    "https://open.spotify.com/show/3EiElFShUSG7vRg8vgdkN0",
    "https://tiktok.com/@abrdnplc",
    "https://x.com/Aberdeen_plc",
    "https://youtube.com/c/AberdeenStandardInvestments"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111069",
  "city_as_filed": "PHILADELPHIA",
  "url": "https://advisorcensus.com/firm/abrdn-inc-philadelphia-pa-111069",
  "display_name": "Abrdn Inc.",
  "summary": "Abrdn Inc. is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 1995, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Abrdn Inc. (CRD 111069): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Abrdn Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Abrdn Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Abrdn Inc. located?",
      "a": "Abrdn Inc.'s principal office is in Philadelphia, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Abrdn Inc. registered with the SEC or a state?",
      "a": "Abrdn Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 111069."
    },
    {
      "q": "How much does Abrdn Inc. manage?",
      "a": "Abrdn Inc. reports $41,477,054,582 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Abrdn Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Abrdn Inc.: Regulatory assets under management: $36,810,255,577 in the October 2021 data and $41,477,054,582 in the October 2026 data, up 13%. Total employees: 352 in October 2021 and 193 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Abrdn Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (90); investment companies (23); pension and profit sharing plans (but not the plan participants or government pension plans) (16)."
    },
    {
      "q": "Which custodians does Abrdn Inc. use?",
      "a": "Abrdn Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank, JP Morgan Chase & Co and Master Trust Bank of Japan as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Abrdn Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111069"
    },
    {
      "q": "What changed in Abrdn Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 47 to 55. Regulatory assets under management went from $37,575,048,457 to $41,477,054,582 (+10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 36810255577.0,
      "total_employees": 352,
      "filing_date": "2021-07-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 56266003343.0,
      "total_employees": 291,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 52096926901.0,
      "total_employees": 266,
      "filing_date": "2023-06-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 47163625481.0,
      "total_employees": 212,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 37575048457.0,
      "total_employees": 193,
      "filing_date": "2025-07-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 41477054582.0,
      "total_employees": 193,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 47 to 55.",
        "Regulatory assets under management went from $37,575,048,457 to $41,477,054,582 (+10%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citibank",
      "name_as_filed": "CITIBANK",
      "affiliated": false
    },
    {
      "name": "JP Morgan Chase & Co",
      "name_as_filed": "JP MORGAN CHASE & CO",
      "affiliated": false
    },
    {
      "name": "Master Trust Bank of Japan",
      "name_as_filed": "MASTER TRUST BANK OF JAPAN",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/abrdn-inc-philadelphia-pa-111069.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 23,
      "fewer_than_5": false,
      "raum": 8737500351.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 15667149881.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 9289665999.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 2959183532.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 13,
      "fewer_than_5": false,
      "raum": 2001772545.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2148020554.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7,
      "fewer_than_5": false,
      "raum": 673761720.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111069",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}