JERSEY CITY, NJCRD 142558Latest ADV March 20, 2026
Managed Account Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jersey City, NJ. Its latest Form ADV filing, dated March 20, 2026, reports $995.0B in regulatory assets under management, 61 employee, and 2,220,463 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.9% of total clients.
Top client categories% of clientsClients
1
Individuals
71.9%
1,040,100
2
HNWI
25.8%
373,481
3
Corporations
1.1%
15,280
4
Pension Plans
0.9%
12,319
5
Charitable
0.3%
4,927
Additional categories (<0.1%)
Insurance Cos.139 clients
TRIBAL NATIONS12 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$995.0Bas of March 20, 2026
Discretionary100.0%
$995.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$995.0B
Total Accounts2,220,463
10Y AUM Change+$739.3B (+289.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees61
Clients per Employee23709:1
10Y Employee Change-10 (-14.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.