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- Custodian
- ADP · BNY Mellon · JP Morgan · Northern Trust · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-17-1993
- Office Locations
- 1
Office Locations
About Nisa Investment Advisors, LLC
Nisa Investment Advisors, LLC is a St. Louis-based RIA. The firm has been operating for 32 years. Managing $343.9B in total assets under management, with 217 advisory representatives. They custody assets with ADP and BNY Mellon.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 26, 2026, reported AUM increased 9.1%, from $315.3B to $343.9B.
Across 5 reported observations, AUM decreased 4.5% between June 15, 2022 and March 26, 2026, from $360.0B to $343.9B.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 217 advisory representatives and 440 clients, or 2 clients per representative. That equates to $781.6M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 26, 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 Nisa Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW G BYRON
Chief Operating Officer
- CRD
- #5536175
- Ownership
- Less than 5%
RICHARD MICHAEL DOLSON
Chief Compliance Officer
- CRD
- #5297533
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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Julia Helena Angell
--
- CRD
- #8250389
Rahul Bajaj
--
- CRD
- #8246537
Showing 2 of 84 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,693,154,605 | $772,232,006 |
| Non-Discretionary | $7,196,548,766 | $1,799,137,192 |
| Total | $343,889,703,371 | $781,567,508 |
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Separately Managed Accounts
SMA allocation detail is available
Nisa Investment Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Nisa Investment Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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