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 |
|---|---|---|
| Millstone Financial Group Limited Liability | Princeton, NJ | $104M |
| Altitude Capital Management | Des Moines, IA | $104M |
| Networth Asset Management | $103M | |
| Capstone Wealth Advisors | Salem, OR | $102M |
| Apforia | Virginia Beach, VA | $102M |
| Suttle Crossland Wealth Advisors | Scottsdale, AZ | $101M |
| Sagent Wealth Management | Laguna Beach, CA | $100M |
| Next Up Wealth Advisors | Scottsdale, AZ | $100M |
- Headquarters
- Princeton, NJ
- Regulatory AUM
- $104M
- Headquarters
- Des Moines, IA
- Regulatory AUM
- $104M
- Headquarters
- Regulatory AUM
- $103M
- Headquarters
- Salem, OR
- Regulatory AUM
- $102M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $102M
- Headquarters
- Scottsdale, AZ
- Regulatory AUM
- $101M
- Headquarters
- Laguna Beach, CA
- Regulatory AUM
- $100M
- Headquarters
- Scottsdale, AZ
- Regulatory AUM
- $100M
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.