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 |
|---|---|---|
| Russell Investment Management | Seattle, WA | $68.60B |
| CIBC Private Wealth Advisors | Chicago, IL | $67.84B |
| Orion Portfolio Solutions | Omaha, NE | $64.84B |
| William Blair & Company | Chicago, IL | $64.28B |
| Quantinno Capital Management | New York, NY | $60.91B |
| Private Advisor Group | Morristown, NJ | $57.70B |
| IEQ Capital | Foster City, CA | $56.77B |
| Usi Advisors | Glastonbury, CT | $56.28B |
| Savant Capital | Rockford, IL | $55.61B |
| Beacon Pointe Advisors | Newport Beach, CA | $54.87B |
| Breckinridge Capital Advisors | Boston, MA | $54.28B |
| Mai Capital Management | Cleveland, OH | $52.10B |
| CWM | Omaha, NE | $50.58B |
| Mesirow Financial Investment Management | Chicago, IL | $50.44B |
| Vestmark Advisory Solutions | Wakefield, MA | $49.85B |
| Ae Wealth Management | Topeka, KS | $49.84B |
| SCS Capital Management | Boston, MA | $48.65B |
| Concord Advisory Group | Princeton, NJ | $46.19B |
| Tidal Investments | Milwaukee, WI | $45.83B |
| EP Wealth Advisors | Torrance, CA | $45.15B |
- Headquarters
- Seattle, WA
- Regulatory AUM
- $68.60B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $67.84B
- Headquarters
- Omaha, NE
- Regulatory AUM
- $64.84B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $64.28B
- Headquarters
- New York, NY
- Regulatory AUM
- $60.91B
- Headquarters
- Morristown, NJ
- Regulatory AUM
- $57.70B
- Headquarters
- Foster City, CA
- Regulatory AUM
- $56.77B
- Headquarters
- Glastonbury, CT
- Regulatory AUM
- $56.28B
- Headquarters
- Rockford, IL
- Regulatory AUM
- $55.61B
- Headquarters
- Newport Beach, CA
- Regulatory AUM
- $54.87B
- Headquarters
- Boston, MA
- Regulatory AUM
- $54.28B
- Headquarters
- Cleveland, OH
- Regulatory AUM
- $52.10B
- Headquarters
- Omaha, NE
- Regulatory AUM
- $50.58B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $50.44B
- Headquarters
- Wakefield, MA
- Regulatory AUM
- $49.85B
- Headquarters
- Topeka, KS
- Regulatory AUM
- $49.84B
- Headquarters
- Boston, MA
- Regulatory AUM
- $48.65B
- Headquarters
- Princeton, NJ
- Regulatory AUM
- $46.19B
- Headquarters
- Milwaukee, WI
- Regulatory AUM
- $45.83B
- Headquarters
- Torrance, CA
- Regulatory AUM
- $45.15B
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.