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 |
|---|---|---|
| Oath Planning | Tulsa, OK | $285M |
| The Abbit Management | Grand Haven, MI | $282M |
| Birch Financial Group | Keene, NH | $265M |
| Kiplinger Investment Advisors | Springboro, OH | $262M |
| Bull Oak Capital | Rancho Santa Fe, CA | $262M |
| An Exceptional Life Financial | Indianapolis, IN | $259M |
| Red Spruce Capital | Berwyn, PA | $257M |
| Addis & Hill | Wayne, PA | $254M |
| Windle Wealth | Oklahoma City, OK | $251M |
| Liberty Forge | Boston, MA | $251M |
| Mokan Wealth Management | Overland Park, KS | $250M |
| Aegis Wealth Group | Midvale, UT | $248M |
| J. P. Davis | Oro Valley, AZ | $242M |
| Heritage Haus Wealth Partners | New Braunfels, TX | $241M |
| Assured Retirement Financial Group | Edina, MN | $241M |
| E6 Portfolios | Midvale, UT | $239M |
| Investors Portfolio Services | Puyallup, WA | $239M |
| Scratch Capital | Boise, ID | $230M |
| Echo45 Advisors | Walnut Creek, CA | $227M |
| Secfi Advisory Limited | New York, NY | $226M |
- Headquarters
- Tulsa, OK
- Regulatory AUM
- $285M
- Headquarters
- Grand Haven, MI
- Regulatory AUM
- $282M
- Headquarters
- Keene, NH
- Regulatory AUM
- $265M
- Headquarters
- Springboro, OH
- Regulatory AUM
- $262M
- Headquarters
- Rancho Santa Fe, CA
- Regulatory AUM
- $262M
- Headquarters
- Indianapolis, IN
- Regulatory AUM
- $259M
- Headquarters
- Berwyn, PA
- Regulatory AUM
- $257M
- Headquarters
- Wayne, PA
- Regulatory AUM
- $254M
- Headquarters
- Oklahoma City, OK
- Regulatory AUM
- $251M
- Headquarters
- Boston, MA
- Regulatory AUM
- $251M
- Headquarters
- Overland Park, KS
- Regulatory AUM
- $250M
- Headquarters
- Midvale, UT
- Regulatory AUM
- $248M
- Headquarters
- Oro Valley, AZ
- Regulatory AUM
- $242M
- Headquarters
- New Braunfels, TX
- Regulatory AUM
- $241M
- Headquarters
- Edina, MN
- Regulatory AUM
- $241M
- Headquarters
- Midvale, UT
- Regulatory AUM
- $239M
- Headquarters
- Puyallup, WA
- Regulatory AUM
- $239M
- Headquarters
- Boise, ID
- Regulatory AUM
- $230M
- Headquarters
- Walnut Creek, CA
- Regulatory AUM
- $227M
- Headquarters
- New York, NY
- Regulatory AUM
- $226M
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.