$343.9B Total AUM
$336.7B Disc. AUM
7.7% 3Y CAGR
417 Employees
440 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- ADP · BNY Mellon · JP Morgan · Northern Trust · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-1993
- Office Locations
- 1
Office Locations
7676 Forsyth Blvd Suite 1100 St. Louis MO
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.
Team overview
41 AVG AGE
$1.6B AVG AUM / ADVISOR
$781.6M AVG AUM / CLIENT
9.3 yrs AVG TENURE
417 Employees
217 Advisory Reps
75 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW G BYRON
Chief Operating Officer
- CRD
- #5536175
- Ownership
- Less than 5%
Available
Available
Available
RICHARD MICHAEL DOLSON
Chief Compliance Officer
- CRD
- #5297533
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 9 owners & executives
Unlock allContacts
J
Julia Helena Angell
--
- CRD
- #8250389
Available
Available
Available
R
Rahul Bajaj
--
- CRD
- #8246537
Available
Available
Available
Showing 2 of 84 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Public Funds:
Available Sovereign Bonds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing