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NISA INVESTMENT ADVISORS, LLC
CRD 107313File 801-45153
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$343.89B
Top 10% of cohort (national)
Discretionary AUM
$336.69B
Non-discretionary $7.20B
Clients
351
440 accounts
Employees
417
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 17, 1993
- Principal office
- 7676 FORSYTH BLVD SUITE 1100, ST. LOUIS, MO, 63105-4141
- Phone
- 314-721-1900
- Website
- HTTP://WWW.NISA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $343.89B
- Discretionary AUM
- $336.69B
- Non-discretionary AUM
- $7.20B
- Discretionary accounts
- 436
- Non-discretionary accounts
- 4
- Total accounts
- 440
- AUM per client
- $979.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $4.65B |
| Insurance companies | 16 | $2.40B |
| Charitable organizations | 18 | $10.14B |
| High net worth individuals | 13 | $382.2M |
| Pooled investment vehicles | 14 | $11.53B |
| Pension and profit sharing plans | 255 | $177.34B |
| State or municipal government entities | 22 | $107.59B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — OTHER APPROPRIATE MEASURE OF PROGRAM SIZE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 440 | 351 | decreased by89 |
| Apr 1, 2026 | Employees | 393 | 417 | increased by24 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 428 | 440 | increased by12 |
| Apr 1, 2026 | AUM | $315,286,272,054 | $343,889,703,371 | increased by$28,603,431,317 |
| Apr 1, 2026 | Accounts | 428 | 440 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 344 | 393 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 204 | 428 | increased by224 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $360,008,647,430 | $315,286,272,054 | decreased by$44,722,375,376 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 207 | 428 | increased by221 |
| Apr 1, 2022 | Employees | 336 | 344 | increased by8 |
| Apr 1, 2022 | Clients | 205 | 204 | decreased by1 |
| Apr 1, 2022 | AUM | $272,716,402,676 | $360,008,647,430 | increased by$87,292,244,754 |
| Apr 1, 2022 | Accounts | 208 | 207 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NISA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NISA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.