Firms by custodian
Registered investment advisers that custody at Ascensus Trust
Search the full directory by firm name, city, state, CRD number or custodian.
23 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Newport Group Consulting | Lake Mary, FL | $5.05B |
| Stadion Money Management | Watkinsville, GA | $2.69B |
| Mitchell, McLeod, Pugh & Williams | Mobile, AL | $2.66B |
| Forusall Advisors | $1.5B | |
| NorthStar Fiduciary Partners | $1.27B | |
| Capital Wealth Management | West Warwick, RI | $1.14B |
| Palisade Investments | Zephyr Cove, NV | $653M |
| QP Consulting | Takoma Park, MD | $560M |
| If Advisors | $491M | |
| Naples Asset Management | Mooresville, NC | $404M |
| Capital Management | Greensboro, NC | $383M |
| Carbon Collective Investing | Oakland, CA | $348M |
| Molly B Investment Group | Marietta, GA | $335M |
| APS Wealth Management | Melville, NY | $312M |
| Summit Group Retirement Planners | Exton, PA | $302M |
| DBS Investment Advisers | Bay City, MI | $280M |
| Retirement Planology | Alexandria, VA | $266M |
| Wilkins Miller Wealth Management | Mobile, AL | $257M |
| Rookwood Wealth Management | $205M | |
| Focus 401 (K) Group | Addison, TX | $170M |
- Headquarters
- Lake Mary, FL
- Regulatory AUM
- $5.05B
- Headquarters
- Watkinsville, GA
- Regulatory AUM
- $2.69B
- Headquarters
- Mobile, AL
- Regulatory AUM
- $2.66B
- Headquarters
- Regulatory AUM
- $1.5B
- Headquarters
- Regulatory AUM
- $1.27B
- Headquarters
- West Warwick, RI
- Regulatory AUM
- $1.14B
- Headquarters
- Zephyr Cove, NV
- Regulatory AUM
- $653M
- Headquarters
- Takoma Park, MD
- Regulatory AUM
- $560M
- Headquarters
- Regulatory AUM
- $491M
- Headquarters
- Mooresville, NC
- Regulatory AUM
- $404M
- Headquarters
- Greensboro, NC
- Regulatory AUM
- $383M
- Headquarters
- Oakland, CA
- Regulatory AUM
- $348M
- Headquarters
- Marietta, GA
- Regulatory AUM
- $335M
- Headquarters
- Melville, NY
- Regulatory AUM
- $312M
- Headquarters
- Exton, PA
- Regulatory AUM
- $302M
- Headquarters
- Bay City, MI
- Regulatory AUM
- $280M
- Headquarters
- Alexandria, VA
- Regulatory AUM
- $266M
- Headquarters
- Mobile, AL
- Regulatory AUM
- $257M
- Headquarters
- Regulatory AUM
- $205M
- Headquarters
- Addison, TX
- Regulatory AUM
- $170M
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 Ascensus Trust here says only what the filing says, and implies nothing about either firm's service.