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MANAGED ACCOUNT ADVISORS LLC
CRD 142558File 801-67569
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$994.99B
Top 10% of cohort (national)
Discretionary AUM
$994.99B
Clients
1,446,246
2,220,463 accounts
Employees
61
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 27, 2007
- Principal office
- 525 WASHINGTON BLVD., JERSEY CITY, NJ, 07310
- Phone
- 201-557-0504
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $994.99B
- Discretionary AUM
- $994.99B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,220,463
- Non-discretionary accounts
- 0
- Total accounts
- 2,220,463
- AUM per client
- $688K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15,280 | $51.71B |
| Insurance companies | 139 | $824.7M |
| Charitable organizations | 4,927 | $26.25B |
| High net worth individuals | 373,481 | $648.99B |
| Pension and profit sharing plans | 12,319 | $17.08B |
| Individuals (other than high net worth individuals) | 1,040,100 | $249.70B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11G
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
- Q11H2
- Q11H1A
- Q11H1B
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,446,258 | 1,446,246 | decreased by12 |
| Apr 1, 2026 | Clients | 1,330,770 | 1,446,258 | increased by115,488 |
| Apr 1, 2026 | AUM | $829,737,908,017 | $994,989,855,169 | increased by$165,251,947,152 |
| Apr 1, 2026 | Accounts | 2,028,672 | 2,220,463 | increased by191,791 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 65 | 61 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,073,492 | 1,330,770 | increased by257,278 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $662,442,608,335 | $829,737,908,017 | increased by$167,295,299,682 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,668,222 | 2,028,672 | increased by360,450 |
| Apr 1, 2022 | Employees | 69 | 65 | decreased by4 |
| Apr 1, 2022 | Clients | 922,066 | 1,073,492 | increased by151,426 |
| Apr 1, 2022 | AUM | $529,490,424,550 | $662,442,608,335 | increased by$132,952,183,785 |
| Apr 1, 2022 | Accounts | 1,409,850 | 1,668,222 | increased by258,372 |
| 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 “MANAGED ACCOUNT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MANAGED ACCOUNT” 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.