Firms by custodian
Registered investment advisers that custody at Assetmark
Search the full directory by firm name, city, state, CRD number or custodian.
12 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Gateway Wealth Partners | Appleton, WI | $2.28B |
| Pinkerton Wealth | Coeur D'Alene, ID | $1.44B |
| Smith Brothers Financial | Glastonbury, CT | $1.11B |
| American Independent Securities Group | Eagle, ID | $986M |
| TFB Advisors | Overland Park, KS | $840M |
| Bull Harbor Capital | Bethesda, MD | $355M |
| Oakwood Capital | St. Louis Park, MN | $304M |
| Emergent Wealth Advisors | Williamsville, NY | $249M |
| Lone Peak Advisers | Draper, UT | $125M |
| Women'S Wealth Advisor | Chester, NJ | $121M |
| Glazer Capital Management | Richardson, TX | $120M |
| Ensign Advisory Partners | Gilbert, AZ | $101M |
- Headquarters
- Appleton, WI
- Regulatory AUM
- $2.28B
- Headquarters
- Coeur D'Alene, ID
- Regulatory AUM
- $1.44B
- Headquarters
- Glastonbury, CT
- Regulatory AUM
- $1.11B
- Headquarters
- Eagle, ID
- Regulatory AUM
- $986M
- Headquarters
- Overland Park, KS
- Regulatory AUM
- $840M
- Headquarters
- Bethesda, MD
- Regulatory AUM
- $355M
- Headquarters
- St. Louis Park, MN
- Regulatory AUM
- $304M
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $249M
- Headquarters
- Draper, UT
- Regulatory AUM
- $125M
- Headquarters
- Chester, NJ
- Regulatory AUM
- $121M
- Headquarters
- Richardson, TX
- Regulatory AUM
- $120M
- Headquarters
- Gilbert, AZ
- Regulatory AUM
- $101M
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 Assetmark here says only what the filing says, and implies nothing about either firm's service.