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 |
|---|---|---|
| Luminvest Wealth Management | Scottsdale, AZ | $398M |
| SAGEbroadview Wealth Management | Farmington, CT | $397M |
| Hassell Wealth Management | Houma, LA | $387M |
| Balance Wealth Partners | Worthington, OH | $387M |
| MRA Advisory Group | Sarasota, FL | $361M |
| Griffin Black | Redwood City, CA | $356M |
| Carbon Collective Investing | Oakland, CA | $348M |
| Williams & Novak Wealth Management | Westlake Village, CA | $343M |
| MDRN Capital | Annapolis, MD | $339M |
| Evolution Advisers | Richmond, VA | $337M |
| Wealth Analytics Partners | San Diego, CA | $316M |
| MCG Advisors | Rye, NH | $306M |
| GBC Investment Group | $304M | |
| Retirable | New York, NY | $301M |
| Golden Bay Advisors | $296M | |
| Efinancial Alliance | Franklin, TN | $292M |
| Fox Hill Wealth Management | Dedham, MA | $290M |
| Retirement Portfolios | Lawrence, KS | $290M |
| Gold Medal Waters | $286M | |
| Tencap Wealth Coaching | South Jordan, UT | $285M |
- Headquarters
- Scottsdale, AZ
- Regulatory AUM
- $398M
- Headquarters
- Farmington, CT
- Regulatory AUM
- $397M
- Headquarters
- Houma, LA
- Regulatory AUM
- $387M
- Headquarters
- Worthington, OH
- Regulatory AUM
- $387M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $361M
- Headquarters
- Redwood City, CA
- Regulatory AUM
- $356M
- Headquarters
- Oakland, CA
- Regulatory AUM
- $348M
- Headquarters
- Westlake Village, CA
- Regulatory AUM
- $343M
- Headquarters
- Annapolis, MD
- Regulatory AUM
- $339M
- Headquarters
- Richmond, VA
- Regulatory AUM
- $337M
- Headquarters
- San Diego, CA
- Regulatory AUM
- $316M
- Headquarters
- Rye, NH
- Regulatory AUM
- $306M
- Headquarters
- Regulatory AUM
- $304M
- Headquarters
- New York, NY
- Regulatory AUM
- $301M
- Headquarters
- Regulatory AUM
- $296M
- Headquarters
- Franklin, TN
- Regulatory AUM
- $292M
- Headquarters
- Dedham, MA
- Regulatory AUM
- $290M
- Headquarters
- Lawrence, KS
- Regulatory AUM
- $290M
- Headquarters
- Regulatory AUM
- $286M
- Headquarters
- South Jordan, UT
- Regulatory AUM
- $285M
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.