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 |
|---|---|---|
| Eagle Strategies | New York, NY | $32.04B |
| Goldman Sachs Wealth Services | Cohoes, NY | $31.69B |
| Invesco Managed Accounts | Seattle, WA | $31.28B |
| Tiedemann Advisors | New York, NY | $31.01B |
| PNC Wealth Management | Pittsburgh, PA | $30.27B |
| &partners | Nashville, TN | $30.27B |
| HB Wealth Management | Atlanta, GA | $30.16B |
| Advanced Capital Group | Minneapolis, MN | $29.99B |
| Waverly Advisors | Birmingham, AL | $29.87B |
| Valic Financial Advisors | Houston, TX | $29.22B |
| The Baldwin Group Wealth Advisors | Tampa, FL | $27.28B |
| Smartx Advisory Solutions | West Palm Beach, FL | $26.99B |
| Arax Advisory Partners | New York, NY | $26.52B |
| Summit Financial | Parsippany, NJ | $26.35B |
| 1919 Investment Counsel | Baltimore, MD | $26.04B |
| United Capital Financial Advisors | Irving, TX | $24.65B |
| Belle Haven Investments | Rye Brook, NY | $24.46B |
| Commonfund Ocio | Norwalk, CT | $23.94B |
| Merit Financial Group | Alpharetta, GA | $23.88B |
| Integrated Wealth Concepts | Waltham, MA | $23.58B |
- Headquarters
- New York, NY
- Regulatory AUM
- $32.04B
- Headquarters
- Cohoes, NY
- Regulatory AUM
- $31.69B
- Headquarters
- Seattle, WA
- Regulatory AUM
- $31.28B
- Headquarters
- New York, NY
- Regulatory AUM
- $31.01B
- Headquarters
- Pittsburgh, PA
- Regulatory AUM
- $30.27B
- Headquarters
- Nashville, TN
- Regulatory AUM
- $30.27B
- Headquarters
- Atlanta, GA
- Regulatory AUM
- $30.16B
- Headquarters
- Minneapolis, MN
- Regulatory AUM
- $29.99B
- Headquarters
- Birmingham, AL
- Regulatory AUM
- $29.87B
- Headquarters
- Houston, TX
- Regulatory AUM
- $29.22B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $27.28B
- Headquarters
- West Palm Beach, FL
- Regulatory AUM
- $26.99B
- Headquarters
- New York, NY
- Regulatory AUM
- $26.52B
- Headquarters
- Parsippany, NJ
- Regulatory AUM
- $26.35B
- Headquarters
- Baltimore, MD
- Regulatory AUM
- $26.04B
- Headquarters
- Irving, TX
- Regulatory AUM
- $24.65B
- Headquarters
- Rye Brook, NY
- Regulatory AUM
- $24.46B
- Headquarters
- Norwalk, CT
- Regulatory AUM
- $23.94B
- Headquarters
- Alpharetta, GA
- Regulatory AUM
- $23.88B
- Headquarters
- Waltham, MA
- Regulatory AUM
- $23.58B
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.