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 |
|---|---|---|
| Encompass Advisory Services | Katy, TX | $121M |
| Lotus Asset Management Limited Liability | $121M | |
| Fair Asset Management | $120M | |
| TerraFirma Wealth Partners | Walnut Creek, CA | $118M |
| Trail Financial Planning | Bellingham, WA | $117M |
| Greenline Wealth Management | Boca Raton, FL | $117M |
| Sturman Wealth Advisors | Charlottesville, VA | $116M |
| ATON Advisors | $116M | |
| Abri | Lexington, KY | $114M |
| Wealthlynk | Fallbrook, CA | $112M |
| UnderDog Wealth Management | Maple Grove, MN | $112M |
| DW Investment Solutions | $111M | |
| C.L. Sheldon & Company | $111M | |
| Success Wealth Management | Wexford, PA | $110M |
| Planning Solutions International | Jacksonville, FL | $109M |
| Northbrook Financial Planning | Baltimore, MD | $109M |
| Haynie Wealth Management | Salt Lake City, UT | $107M |
| Guided Wealth | $105M | |
| V&V Management Group | Melville, NY | $105M |
| Xena Financial Planning | Portland, OR | $104M |
- Headquarters
- Katy, TX
- Regulatory AUM
- $121M
- Headquarters
- Regulatory AUM
- $121M
- Headquarters
- Regulatory AUM
- $120M
- Headquarters
- Walnut Creek, CA
- Regulatory AUM
- $118M
- Headquarters
- Bellingham, WA
- Regulatory AUM
- $117M
- Headquarters
- Boca Raton, FL
- Regulatory AUM
- $117M
- Headquarters
- Charlottesville, VA
- Regulatory AUM
- $116M
- Headquarters
- Regulatory AUM
- $116M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $114M
- Headquarters
- Fallbrook, CA
- Regulatory AUM
- $112M
- Headquarters
- Maple Grove, MN
- Regulatory AUM
- $112M
- Headquarters
- Regulatory AUM
- $111M
- Headquarters
- Regulatory AUM
- $111M
- Headquarters
- Wexford, PA
- Regulatory AUM
- $110M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $109M
- Headquarters
- Baltimore, MD
- Regulatory AUM
- $109M
- Headquarters
- Salt Lake City, UT
- Regulatory AUM
- $107M
- Headquarters
- Regulatory AUM
- $105M
- Headquarters
- Melville, NY
- Regulatory AUM
- $105M
- Headquarters
- Portland, OR
- Regulatory AUM
- $104M
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.