Wealth manager, bank-affiliated · Jersey City, NJ
Managed Account Advisors LLC
SEC-registered investment adviser · CRD 142558 · SEC 801-67569
At a glance
Managed Account Advisors LLC is an SEC-registered investment adviser based in Jersey City, New Jersey, with $995.0 billion in regulatory assets under management as of its Form ADV filed September 18, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,413,581 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 1st of 8,915 wealth managers and 25th of 17,210 SEC-registered advisers by assets.
Main office 201-557-0504LinkedInAs filed on Form ADV
- Regulatory AUM
- $995B
- Rank among wealth managers
- #1 of 8,915
- Rank among all SEC RIAs
- #25 of 17,210
- Rank in New Jersey
- #2 of 392
- Individual clients
- 1,413,581
- High-net-worth clients
- 373,481
- Accounts
- 2,220,463
- Discretionary
- 100% of AUM
- Employees
- 61
- Advisory staff
- 25
- Offices
- 1
Owners and executives on its Form ADV
- Matthew S. BallVice President and Chief Operating Officer
- John J. CapelliPresident and Director
- Julie B. LymanChief Legal Officer
- Carlos A. TorresChief Compliance Officer
- Timothy P. RyanChief Financial Officer
- Mark A GranshawDirector
- Antony E GheeDirector
- Nancy Monir FahmyDirector
- Michael J. PelzarDirector
- Kurt D. ManciniDirector
Custody and brokerage
Custodian
- Merrill / Bank of AmericaAffiliate of the firm$946B
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Bank of America Singapore Limited, Bank of America Yatirim Bank A.S., Bank of America, National Association, Bofa Securities Europe SA, Bofa Securities India Limited, Bofa Securities Japan Co., LTD., Bofa Securities Prime, Inc., Bofa Securities, Inc., Merrill Lynch (asia Pacific) Limited, Merrill Lynch (australia) Futures Limited, Merrill Lynch (singapore) PTE. LTD., Merrill Lynch Argentina S.A., Merrill Lynch Bank and Trust Company (cayman) Limited, Merrill Lynch Canada Inc., Merrill Lynch Corredores De Bolsa SPA, Merrill Lynch Equities (australia) Limited, Merrill Lynch FAR East Limited, Merrill Lynch International, Merrill Lynch International, Llc-Seoul Branch, Merrill Lynch Markets (australia) PTY. Limited, Merrill Lynch Mexico, S.A. De C.v., Casa De Bolsa, Merrill Lynch S.A. Corretora De Titutos E Valores Mobiliarios, Merrill Lynch Securities (taiwan) LTD., Merrill Lynch Securities (thailand) Limited, Merrill Lynch South Africa (proprietary) Limited, Merrill Lynch, Kingdom of Saudi Arabia Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated and PT Merrill Lynch Sekuritas Indonesia.
- Bank of America Singapore Limited
- Bank of America Yatirim Bank A.S.
- Bank of America, National Association
- Bofa Securities Europe SA
- Bofa Securities India Limited
- Bofa Securities Japan Co., LTD.
- Bofa Securities Prime, Inc. ↗CRD 316331
- Bofa Securities, Inc. ↗CRD 283942
- Merrill Lynch (asia Pacific) Limited
- Merrill Lynch (australia) Futures Limited
- Merrill Lynch (singapore) PTE. LTD.
- Merrill Lynch Argentina S.A.
- Merrill Lynch Bank and Trust Company (cayman) Limited
- Merrill Lynch Canada Inc.
- Merrill Lynch Corredores De Bolsa SPA
- Merrill Lynch Equities (australia) Limited
- Merrill Lynch FAR East Limited
- Merrill Lynch International
- Merrill Lynch International, Llc-Seoul Branch
- Merrill Lynch Markets (australia) PTY. Limited
- Merrill Lynch Mexico, S.A. De C.v., Casa De Bolsa
- Merrill Lynch S.A. Corretora De Titutos E Valores Mobiliarios
- Merrill Lynch Securities (taiwan) LTD.
- Merrill Lynch Securities (thailand) Limited
- Merrill Lynch South Africa (proprietary) Limited
- Merrill Lynch, Kingdom of Saudi Arabia Company
- Merrill Lynch, Pierce, Fenner & Smith Incorporated ↗CRD 7691
- PT Merrill Lynch Sekuritas Indonesia
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 373,481 | $649B | 65% |
| Individuals | 1,040,100 | $250B | 25% |
| Corporations or other businesses | 15,280 | $52B | 5% |
| Charitable organizations | 4,927 | $26B | 3% |
| Pension and profit sharing plans | 12,319 | $17B | 2% |
| Insurance companies | 139 | $825M | <1% |
| Other | 12 | $436M | <1% |
Disciplinary disclosures
Managed Account Advisors LLC answers yes to 59 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Managed Account Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,556 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Managed Account Advisors LLC manage?
Managed Account Advisors LLC reports $995.0 billion in regulatory assets under management across 2,220,463 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 18, 2026.
What kind of firm is Managed Account Advisors LLC?
Managed Account Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Managed Account Advisors LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($649.0 billion, 373,481 clients); individuals ($249.7 billion, 1,040,100 clients); corporations or other businesses ($51.7 billion, 15,280 clients).
Does Managed Account Advisors LLC have any disciplinary history?
Managed Account Advisors LLC answers yes to 59 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Managed Account Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →