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 |
|---|---|---|
| Oxford Financial Group | Carmel, IN | $23.33B |
| Jordan Park Group | San Francisco, CA | $23.26B |
| Signature Estate & Investment Advisors | Los Angeles, CA | $22.54B |
| Vident Advisory | Alpharetta, GA | $22.02B |
| Highland Consulting Associates | Cleveland, OH | $21.93B |
| Ehrenkranz Partners | New York, NY | $21.54B |
| Baker Street Advisors | San Francisco, CA | $20.77B |
| Fiduciary Counselors | Washington, DC | $20.35B |
| Summit Trail Advisors | New York, NY | $19.94B |
| Newedge Wealth | Stamford, CT | $19.93B |
| Rwa Wealth Partners | Boston, MA | $19.80B |
| Choreo | Rockford, IL | $19.14B |
| Brighton Jones | Seattle, WA | $18.88B |
| Stratos Wealth Partners | Beachwood, OH | $18.65B |
| Townsquare Capital | Lehi, UT | $18.07B |
| Modera Wealth Management | Westwood, NJ | $17.68B |
| Geowealth Management | Chicago, IL | $17.57B |
| Envestnet Portfolio Solutions | Berwyn, PA | $17.35B |
| Principal Securities | Des Moines, IA | $17.02B |
| Mission Wealth | Santa Barbara, CA | $17.00B |
- Headquarters
- Carmel, IN
- Regulatory AUM
- $23.33B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $23.26B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $22.54B
- Headquarters
- Alpharetta, GA
- Regulatory AUM
- $22.02B
- Headquarters
- Cleveland, OH
- Regulatory AUM
- $21.93B
- Headquarters
- New York, NY
- Regulatory AUM
- $21.54B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $20.77B
- Headquarters
- Washington, DC
- Regulatory AUM
- $20.35B
- Headquarters
- New York, NY
- Regulatory AUM
- $19.94B
- Headquarters
- Stamford, CT
- Regulatory AUM
- $19.93B
- Headquarters
- Boston, MA
- Regulatory AUM
- $19.80B
- Headquarters
- Rockford, IL
- Regulatory AUM
- $19.14B
- Headquarters
- Seattle, WA
- Regulatory AUM
- $18.88B
- Headquarters
- Beachwood, OH
- Regulatory AUM
- $18.65B
- Headquarters
- Lehi, UT
- Regulatory AUM
- $18.07B
- Headquarters
- Westwood, NJ
- Regulatory AUM
- $17.68B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $17.57B
- Headquarters
- Berwyn, PA
- Regulatory AUM
- $17.35B
- Headquarters
- Des Moines, IA
- Regulatory AUM
- $17.02B
- Headquarters
- Santa Barbara, CA
- Regulatory AUM
- $17.00B
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.