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- Custodian
- Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-27-2007
- Office Locations
- 1
Office Locations
About Managed Account Advisors LLC
Managed Account Advisors LLC (CRD 142558) is a Jersey City, NJ registered investment adviser operating in retail and institutional channels through Merrill Lynch/Bank of America. The firm provides asset management and portfolio construction, plus services such as insurance/life insurance and 529 plans. Investment exposure spans ETFs and mutual funds, fixed income, and alternatives (private funds, hedge funds, private equity, real estate), with SMA assets notably ETF-heavy.
Reported data analysis
What the numbers show
Between November 18, 2025 and June 26, 2026, reported AUM increased 19.9%, from $829.7B to $995.0B.
Across 5 reported observations, AUM increased 50.2% between November 18, 2022 and June 26, 2026, from $662.4B to $995.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 25 advisory representatives and 1,446,258 clients, or 57,850.3 clients per representative. That equates to $688.0K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Managed Account Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW SCOTT BALL
CHIEF OPERATING OFFICER, VICE PRESIDENT
- CRD
- #4441816
- Ownership
- Less than 5%
JOHN JOSEPH CAPELLI
DIRECTOR, President, Principal
- CRD
- #2203083
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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TERRANCE JOHN BREEN
Vice President
- CRD
- #2799137
Justin Robert Capone
--
- CRD
- #6933549
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $994,989,855,169 | $448,100 |
| Non-Discretionary | $0 | -- |
| Total | $994,989,855,169 | $448,100 |
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Separately Managed Accounts
SMA allocation detail is available
Managed Account Advisors LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
Review the latest reported holdings
Managed Account Advisors LLC's 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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