Firms by custodian
Registered investment advisers that custody at Fiduciary Trust
Search the full directory by firm name, city, state, CRD number or custodian.
10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| John W. Bristol & Co. | New York, NY | $7.07B |
| S & Co. | Boston, MA | $2.46B |
| Penobscot Investment Management | Boston, MA | $1.64B |
| Marble Harbor Investment Counsel | Boston, MA | $1.32B |
| New World Advisors | Hingham, MA | $885M |
| Siharum Advisors | Boston, MA | $687M |
| Elevatus Wealth Management | Victor, NY | $513M |
| Game Creek Capital | Boston, MA | $329M |
| Zock Robert A & Co | Sutton, NH | $175M |
| DWV Advisors | Essex Junction, VT | $157M |
- Headquarters
- New York, NY
- Regulatory AUM
- $7.07B
- Headquarters
- Boston, MA
- Regulatory AUM
- $2.46B
- Headquarters
- Boston, MA
- Regulatory AUM
- $1.64B
- Headquarters
- Boston, MA
- Regulatory AUM
- $1.32B
- Headquarters
- Hingham, MA
- Regulatory AUM
- $885M
- Headquarters
- Boston, MA
- Regulatory AUM
- $687M
- Headquarters
- Victor, NY
- Regulatory AUM
- $513M
- Headquarters
- Boston, MA
- Regulatory AUM
- $329M
- Headquarters
- Sutton, NH
- Regulatory AUM
- $175M
- Headquarters
- Essex Junction, VT
- Regulatory AUM
- $157M
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 Fiduciary Trust here says only what the filing says, and implies nothing about either firm's service.