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 |
|---|---|---|
| Whalen Wealth Management | Las Vegas, NV | $223M |
| Affinity Wealth | Canton, OH | $218M |
| Harding Wealth | Tempe, AZ | $213M |
| Campbell Financial Partners | Fort Myers, FL | $203M |
| Bradley Wealth | Scottsdale, AZ | $197M |
| Emergent Financial Services | Charlottesville, VA | $195M |
| Sensible Portfolios | $195M | |
| Five Pine Wealth Management | Coeur D'Alene, ID | $192M |
| Oceanside Advisors | Mount Pleasant, SC | $191M |
| LFG Wealth Partners | Elizabethtown, KY | $191M |
| Altruist Advisors | Culver City, CA | $190M |
| HighRoad Wealth Advisors | Coos Bay, OR | $189M |
| Advice & Planning Services | Youngwood, PA | $187M |
| Archer Pointe Wealth Management | Davis, CA | $186M |
| Brindle & Bay Financial Advisors | Frisco, TX | $185M |
| Jim MacKay Financial Planning | Springfield, MO | $176M |
| Philadelphia Investment Partners | Voorhees, NJ | $176M |
| Macke Financial Advisory Group | Fort Myers, FL | $176M |
| Downing Street Wealth Management | Greenwood Village, CO | $176M |
| Ifc and Insurance Marketing | Auburn, CA | $173M |
- Headquarters
- Las Vegas, NV
- Regulatory AUM
- $223M
- Headquarters
- Canton, OH
- Regulatory AUM
- $218M
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $213M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $203M
- Headquarters
- Scottsdale, AZ
- Regulatory AUM
- $197M
- Headquarters
- Charlottesville, VA
- Regulatory AUM
- $195M
- Headquarters
- Regulatory AUM
- $195M
- Headquarters
- Coeur D'Alene, ID
- Regulatory AUM
- $192M
- Headquarters
- Mount Pleasant, SC
- Regulatory AUM
- $191M
- Headquarters
- Elizabethtown, KY
- Regulatory AUM
- $191M
- Headquarters
- Culver City, CA
- Regulatory AUM
- $190M
- Headquarters
- Coos Bay, OR
- Regulatory AUM
- $189M
- Headquarters
- Youngwood, PA
- Regulatory AUM
- $187M
- Headquarters
- Davis, CA
- Regulatory AUM
- $186M
- Headquarters
- Frisco, TX
- Regulatory AUM
- $185M
- Headquarters
- Springfield, MO
- Regulatory AUM
- $176M
- Headquarters
- Voorhees, NJ
- Regulatory AUM
- $176M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $176M
- Headquarters
- Greenwood Village, CO
- Regulatory AUM
- $176M
- Headquarters
- Auburn, CA
- Regulatory AUM
- $173M
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.