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 |
|---|---|---|
| Vanguard Personalized Indexing Management | Oakland, CA | $11.35B |
| Heck Capital Advisors | Rhinelander, WI | $11.31B |
| Perigon Wealth Management | San Francisco, CA | $11.29B |
| Apella Capital | West Hartford, CT | $11.07B |
| Pure Financial Advisors | San Diego, CA | $11.05B |
| Atria Investments | Charlotte, NC | $11.05B |
| Fifth Third Securities | Cincinnati, OH | $10.92B |
| Modern Wealth Management | Kansas City, MO | $10.90B |
| Plancorp | Saint Louis, MO | $10.63B |
| Gregory J. Schwartz & Co. | Bloomfield Hills, MI | $10.49B |
| Parallel Advisors | San Francisco, CA | $10.31B |
| Ethic | New York, NY | $10.12B |
| Sprott Asset Management USA | Darien, CT | $10.12B |
| Foundations Investment Advisors | Phoenix, AZ | $10.10B |
| Fiduciary Counselling | ST Paul, MN | $10.06B |
| Robertson Stephens | San Francisco, CA | $8.76B |
- Headquarters
- Oakland, CA
- Regulatory AUM
- $11.35B
- Headquarters
- Rhinelander, WI
- Regulatory AUM
- $11.31B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $11.29B
- Headquarters
- West Hartford, CT
- Regulatory AUM
- $11.07B
- Headquarters
- San Diego, CA
- Regulatory AUM
- $11.05B
- Headquarters
- Charlotte, NC
- Regulatory AUM
- $11.05B
- Headquarters
- Cincinnati, OH
- Regulatory AUM
- $10.92B
- Headquarters
- Kansas City, MO
- Regulatory AUM
- $10.90B
- Headquarters
- Saint Louis, MO
- Regulatory AUM
- $10.63B
- Headquarters
- Bloomfield Hills, MI
- Regulatory AUM
- $10.49B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $10.31B
- Headquarters
- New York, NY
- Regulatory AUM
- $10.12B
- Headquarters
- Darien, CT
- Regulatory AUM
- $10.12B
- Headquarters
- Phoenix, AZ
- Regulatory AUM
- $10.10B
- Headquarters
- ST Paul, MN
- Regulatory AUM
- $10.06B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $8.76B
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.