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SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD

LONDON, United Kingdom · CRD 106585 · IAPD ↗ · schroders.com · +44 (0)20 7658 6000

$82.55BRegulatory AUM
237Advisory reps
300Employees
4Clients
0Planning clients
0Private funds
0States
3Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD shrank from 430 to 237 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD grew from 317 to 430 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2024 — SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD grew from 306 to 317 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.