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 |
|---|---|---|
| Taylor Wealth Management | Torrance, CA | $171M |
| Stonekeep Investments | $170M | |
| Avise Financial Cooperative | Los Angeles, CA | $169M |
| F5 Financial Planning | $169M | |
| Collie Financial Planning | Black Mountain, NC | $163M |
| Elite Wealth Management | Plover, WI | $161M |
| Eddie Patel | Chicago, IL | $161M |
| Graetz Wealth | Jenison, MI | $158M |
| Natural Bridges Financial Advisors | Santa Cruz, CA | $156M |
| Merrithew & Thorsten | San Diego, CA | $155M |
| Impact Fiduciary | Pasadena, CA | $155M |
| Lake Avenue Financial | Pasadena, CA | $155M |
| Clear Retirement Advice | San Mateo, CA | $153M |
| Protocol Wealth | Denver, CO | $153M |
| Heritage Wealth Management Group | Norfolk, VA | $152M |
| Zenith Solutions | Philadelphia, PA | $151M |
| Clarity Financial Advisors | St. Petersburg, FL | $150M |
| Oakmont Advisory Group | Albuquerque, NM | $150M |
| Spark Financial Advisors | Richmond, VA | $147M |
| Cornerstone Wealth Partners | Okemos, MI | $146M |
- Headquarters
- Torrance, CA
- Regulatory AUM
- $171M
- Headquarters
- Regulatory AUM
- $170M
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $169M
- Headquarters
- Regulatory AUM
- $169M
- Headquarters
- Black Mountain, NC
- Regulatory AUM
- $163M
- Headquarters
- Plover, WI
- Regulatory AUM
- $161M
- Headquarters
- Chicago, IL
- Regulatory AUM
- $161M
- Headquarters
- Jenison, MI
- Regulatory AUM
- $158M
- Headquarters
- Santa Cruz, CA
- Regulatory AUM
- $156M
- Headquarters
- San Diego, CA
- Regulatory AUM
- $155M
- Headquarters
- Pasadena, CA
- Regulatory AUM
- $155M
- Headquarters
- Pasadena, CA
- Regulatory AUM
- $155M
- Headquarters
- San Mateo, CA
- Regulatory AUM
- $153M
- Headquarters
- Denver, CO
- Regulatory AUM
- $153M
- Headquarters
- Norfolk, VA
- Regulatory AUM
- $152M
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $151M
- Headquarters
- St. Petersburg, FL
- Regulatory AUM
- $150M
- Headquarters
- Albuquerque, NM
- Regulatory AUM
- $150M
- Headquarters
- Richmond, VA
- Regulatory AUM
- $147M
- Headquarters
- Okemos, MI
- Regulatory AUM
- $146M
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.