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 |
|---|---|---|
| Allen Investment Management | New York, NY | $16.91B |
| Sustainable Growth Advisers | Stamford, CT | $16.66B |
| Citizens Private Wealth | Tarrytown, NY | $16.63B |
| Ra Capital Management | Boston, MA | $16.40B |
| Ifp Advisors | Tampa, FL | $16.29B |
| Farther | San Francisco, CA | $16.01B |
| Concurrent Investment Advisors | Tampa, FL | $15.73B |
| Osaic Advisory Services | Atlanta, GA | $15.48B |
| Investment Research & Advisory Group | Atlanta, GA | $15.42B |
| Ballentine Partners | Waltham, MA | $15.32B |
| CW Advisors | Boston, MA | $15.22B |
| Zacks Investment Management | Chicago, IL | $14.59B |
| Congress Asset Management | Boston, MA | $14.20B |
| Aptus Capital Advisors | Fairhope, AL | $14.14B |
| Coldstream Capital Management | Bellevue, WA | $13.93B |
| Advisor Partners II | Walnut Creek, CA | $13.91B |
| Dynasty Wealth Management | ST. Petersburg, FL | $13.88B |
| Gresham Partners | Chicago, IL | $13.80B |
| Ameritas Advisory Services | Lincoln, NE | $13.75B |
| Kestra Private Wealth Services | Austin, TX | $13.45B |
- Headquarters
- New York, NY
- Regulatory AUM
- $16.91B
- Headquarters
- Stamford, CT
- Regulatory AUM
- $16.66B
- Headquarters
- Tarrytown, NY
- Regulatory AUM
- $16.63B
- Headquarters
- Boston, MA
- Regulatory AUM
- $16.40B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $16.29B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $16.01B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $15.73B
- Headquarters
- Atlanta, GA
- Regulatory AUM
- $15.48B
- Headquarters
- Atlanta, GA
- Regulatory AUM
- $15.42B
- Headquarters
- Waltham, MA
- Regulatory AUM
- $15.32B
- Headquarters
- Boston, MA
- Regulatory AUM
- $15.22B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $14.59B
- Headquarters
- Boston, MA
- Regulatory AUM
- $14.20B
- Headquarters
- Fairhope, AL
- Regulatory AUM
- $14.14B
- Headquarters
- Bellevue, WA
- Regulatory AUM
- $13.93B
- Headquarters
- Walnut Creek, CA
- Regulatory AUM
- $13.91B
- Headquarters
- ST. Petersburg, FL
- Regulatory AUM
- $13.88B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $13.80B
- Headquarters
- Lincoln, NE
- Regulatory AUM
- $13.75B
- Headquarters
- Austin, TX
- Regulatory AUM
- $13.45B
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.