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MANAGED ACCOUNT ADVISORS LLC
CRD 142558File 801-67569
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 27, 2026
Feed vintage Aug 17, 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
- Website
- HTTP://WWW.PBIG.ML.COM
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1446258 | 1446246 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.