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 |
|---|---|---|
| Winnacle Wealth | Waco, TX | $145M |
| Van Diest Capital | Polk City, IA | $144M |
| TNL Asset Management | Boulder, CO | $139M |
| Integra Financial | Greenwood Village, CO | $139M |
| Wisdom Wealth Investment Advisors | Phoenix, AZ | $139M |
| Grid 202 | New York, NY | $137M |
| Revo Financial | Bartlesville, OK | $135M |
| Clarity Financial Planners | Clayton, MO | $132M |
| Crescent City Retirement Group | Metairie, LA | $131M |
| CGI Wealth Advisors | Frazer, PA | $129M |
| Broadhurst Financial Advisors | Austin, TX | $128M |
| Moore Financial Advisors | Belmont, MA | $127M |
| Advr | Charleston, SC | $127M |
| Bone Fide Wealth | New York, NY | $127M |
| VIP Wealth Advisors | Decatur, GA | $126M |
| Eagle's Crest Advisors | Huntington, NY | $126M |
| Oak Street Investment Advisors | Greenwood Village, CO | $125M |
| Legacy Financial Services Group | Traverse City, MI | $123M |
| Stewart & Associates, PLLC | Missoula, MT | $122M |
| New Wave Financial Services | $122M |
- Headquarters
- Waco, TX
- Regulatory AUM
- $145M
- Headquarters
- Polk City, IA
- Regulatory AUM
- $144M
- Headquarters
- Boulder, CO
- Regulatory AUM
- $139M
- Headquarters
- Greenwood Village, CO
- Regulatory AUM
- $139M
- Headquarters
- Phoenix, AZ
- Regulatory AUM
- $139M
- Headquarters
- New York, NY
- Regulatory AUM
- $137M
- Headquarters
- Bartlesville, OK
- Regulatory AUM
- $135M
- Headquarters
- Clayton, MO
- Regulatory AUM
- $132M
- Headquarters
- Metairie, LA
- Regulatory AUM
- $131M
- Headquarters
- Frazer, PA
- Regulatory AUM
- $129M
- Headquarters
- Austin, TX
- Regulatory AUM
- $128M
- Headquarters
- Belmont, MA
- Regulatory AUM
- $127M
- Headquarters
- Charleston, SC
- Regulatory AUM
- $127M
- Headquarters
- New York, NY
- Regulatory AUM
- $127M
- Headquarters
- Decatur, GA
- Regulatory AUM
- $126M
- Headquarters
- Huntington, NY
- Regulatory AUM
- $126M
- Headquarters
- Greenwood Village, CO
- Regulatory AUM
- $125M
- Headquarters
- Traverse City, MI
- Regulatory AUM
- $123M
- Headquarters
- Missoula, MT
- Regulatory AUM
- $122M
- Headquarters
- Regulatory AUM
- $122M
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.