Firms by custodian
Registered investment advisers that custody at Altruist
Search the full directory by firm name, city, state, CRD number or custodian.
148 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Capital Asset Advisory Services | Williamston, MI | $4.64B |
| Revisor Wealth Management | Akron, OH | $2.53B |
| Root Financial Partners | Austin, TX | $2.15B |
| Range Advisory | McLean, VA | $1.39B |
| Inspire Advisors | Meridian, ID | $1.33B |
| Xy Investment Solutions | Bozeman, MT | $1.25B |
| Talon | San Juan, PR | $1.06B |
| Lifeworks Advisors | Grand Rapids, MI | $967M |
| Drucker Wealth 3.0 | $891M | |
| Tempo Wealth | Independence, OH | $804M |
| Smart Wealth | Omaha, NE | $686M |
| Beck Bode | Dedham, MA | $666M |
| Kesler, Norman & Wride | Ogden, UT | $661M |
| Peak Retirement Planning | Columbus, OH | $631M |
| Financial Plans & Strategies | Greenwood, IN | $611M |
| Able Wealth Management | Toms River, NJ | $580M |
| Core Planning | Ofallon, MO | $525M |
| Nikulski Financial | Bettendorf, IA | $449M |
| Bates Financial Advisors | Rockford, IL | $439M |
| Odyssey Group | Lancaster, PA | $421M |
- Headquarters
- Williamston, MI
- Regulatory AUM
- $4.64B
- Headquarters
- Akron, OH
- Regulatory AUM
- $2.53B
- Headquarters
- Austin, TX
- Regulatory AUM
- $2.15B
- Headquarters
- McLean, VA
- Regulatory AUM
- $1.39B
- Headquarters
- Meridian, ID
- Regulatory AUM
- $1.33B
- Headquarters
- Bozeman, MT
- Regulatory AUM
- $1.25B
- Headquarters
- San Juan, PR
- Regulatory AUM
- $1.06B
- Headquarters
- Grand Rapids, MI
- Regulatory AUM
- $967M
- Headquarters
- Regulatory AUM
- $891M
- Headquarters
- Independence, OH
- Regulatory AUM
- $804M
- Headquarters
- Omaha, NE
- Regulatory AUM
- $686M
- Headquarters
- Dedham, MA
- Regulatory AUM
- $666M
- Headquarters
- Ogden, UT
- Regulatory AUM
- $661M
- Headquarters
- Columbus, OH
- Regulatory AUM
- $631M
- Headquarters
- Greenwood, IN
- Regulatory AUM
- $611M
- Headquarters
- Toms River, NJ
- Regulatory AUM
- $580M
- Headquarters
- Ofallon, MO
- Regulatory AUM
- $525M
- Headquarters
- Bettendorf, IA
- Regulatory AUM
- $449M
- Headquarters
- Rockford, IL
- Regulatory AUM
- $439M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $421M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Altruist here says only what the filing says, and implies nothing about either firm's service.