Firms by custodian
Registered investment advisers that custody at Fidelity
Search the full directory by firm name, city, state, CRD number or custodian.
176 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Cerity Partners | New York, NY | $161.68B |
| Onedigital Investment Advisors | Overland Park, KS | $155.41B |
| Nepc | Boston, MA | $152.72B |
| Aperio Group | Sausalito, CA | $152.13B |
| Aon Investments USA | Chicago, IL | $150.99B |
| Cambridge Investment Research Advisors | Fairfield, IA | $138.69B |
| Mariner | Overland Park, KS | $125.41B |
| Brown Advisory | Baltimore, MD | $124.31B |
| Wealth Enhancement Advisory Services | Plymouth, MN | $122.19B |
| Iconiq Capital | San Francisco, CA | $117.53B |
| MML Investors Services | Springfield, MA | $115.64B |
| Pathstone Family Office | Englewood, NJ | $110.30B |
| Rockefeller Financial | New York, NY | $99.60B |
| Fiducient Advisors | Chicago, IL | $97.54B |
| Mercer Global Advisors | Denver, CO | $84.40B |
| Kestra Advisory Services | Austin, TX | $79.80B |
| Cresset Asset Management | Chicago, IL | $78.94B |
| Truist Advisory Services | Atlanta, GA | $77.39B |
| World Investment Advisors | Lincroft, NJ | $71.64B |
| Sterling Capital Management | Charlotte, NC | $69.23B |
- Headquarters
- New York, NY
- Regulatory AUM
- $161.68B
- Headquarters
- Overland Park, KS
- Regulatory AUM
- $155.41B
- Headquarters
- Boston, MA
- Regulatory AUM
- $152.72B
- Headquarters
- Sausalito, CA
- Regulatory AUM
- $152.13B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $150.99B
- Headquarters
- Fairfield, IA
- Regulatory AUM
- $138.69B
- Headquarters
- Overland Park, KS
- Regulatory AUM
- $125.41B
- Headquarters
- Baltimore, MD
- Regulatory AUM
- $124.31B
- Headquarters
- Plymouth, MN
- Regulatory AUM
- $122.19B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $117.53B
- Headquarters
- Springfield, MA
- Regulatory AUM
- $115.64B
- Headquarters
- Englewood, NJ
- Regulatory AUM
- $110.30B
- Headquarters
- New York, NY
- Regulatory AUM
- $99.60B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $97.54B
- Headquarters
- Denver, CO
- Regulatory AUM
- $84.40B
- Headquarters
- Austin, TX
- Regulatory AUM
- $79.80B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $78.94B
- Headquarters
- Atlanta, GA
- Regulatory AUM
- $77.39B
- Headquarters
- Lincroft, NJ
- Regulatory AUM
- $71.64B
- Headquarters
- Charlotte, NC
- Regulatory AUM
- $69.23B
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 Fidelity here says only what the filing says, and implies nothing about either firm's service.