Domestic entity
EntityMANUFACTURERS AND TRADERS TRUST COMPANYStatusSOLE STOCKHOLDERReported since11/1969Ownership75% or moreControl personYes
Wilmington Trust Investment Advisors, Inc.
WILMINGTON, DE
Form ADV and provider website profile · CRD 106909 · regulatory data as of Aug 27, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Wilmington Trust Investment Advisors, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$17.8BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
3,540Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$17.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$68MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 04/2003
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 02/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2015
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 02/2016
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 05/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 08/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Manufacturers And Traders Trust Company | Sole Stockholder | 04/2003 | Domestic entity | Yes | 75% or more |
| John James Kelley | Chief Administrative Officer & Chief Operations Officer | 02/2012 | Individual | Yes | Less than 5% |
| Anthony Michael Roth | President & Chief Investment Officer, Director | 02/2015 | Individual | Yes | Less than 5% |
| Luke Alan Tilley | Executive Vice President & Chief Economist | 02/2015 | Individual | No | Less than 5% |
| Matthew Douglas Glaser | Executive Vice President & Head Of Equity And Non-Traditional Investments | 02/2016 | Individual | No | Less than 5% |
| Randy Howard Vogel | Executive Vice President And Head Of Fixed Income | 05/2021 | Individual | No | Less than 5% |
| Andrew John Baldauf | Chief Compliance Officer | 08/2022 | Individual | Yes | Less than 5% |
| Edna Jennifer Warren | Chair Of The Board And Chief Executive Officer | 06/2022 | Individual | Yes | Less than 5% |
| Gerald E. Baker | Director/Executive Vice President | 06/2024 | Individual | Yes | Less than 5% |
| Michael J Keane | Director | 06/2025 | Individual | Yes | Less than 5% |
| Lisa J Roberts | Director | 06/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVJJ
John James Kelley
Chief Administrative Officer & Chief Operations Officer
AM
Anthony Michael Roth
President & Chief Investment Officer, Director
LA
Luke Alan Tilley
Executive Vice President & Chief Economist
MD
Matthew Douglas Glaser
Executive Vice President & Head Of Equity And Non-Traditional Investments
RH
Randy Howard Vogel
Executive Vice President And Head Of Fixed Income
AJ
Andrew John Baldauf
Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives11
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateDec 27, 1995
CRD number106909