Firms by custodian
Registered investment advisers that custody at Great West Trust
Search the full directory by firm name, city, state, CRD number or custodian.
9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Intellicents Investment Solutions | Albert Lea, MN | $9.92B |
| Aldrich Wealth, Limited Partnership | Lake Oswego, OR | $7.62B |
| MCF Advisors | Lexington, KY | $4.68B |
| Retirement Plan Advisors | Chicago, IL | $3.54B |
| CFS Investment Advisory Services | Totowa, NJ | $2.73B |
| Daybright Advisory Services | Miami, FL | $997M |
| Commerce Street Investment Advisor | Dallas, TX | $891M |
| Pasi Investments | Farmington, CT | $676M |
| Primesolutions Advisors | Pittsburgh, PA | $440M |
- Headquarters
- Albert Lea, MN
- Regulatory AUM
- $9.92B
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $7.62B
- Headquarters
- Lexington, KY
- Regulatory AUM
- $4.68B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $3.54B
- Headquarters
- Totowa, NJ
- Regulatory AUM
- $2.73B
- Headquarters
- Miami, FL
- Regulatory AUM
- $997M
- Headquarters
- Dallas, TX
- Regulatory AUM
- $891M
- Headquarters
- Farmington, CT
- Regulatory AUM
- $676M
- Headquarters
- Pittsburgh, PA
- Regulatory AUM
- $440M
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 Great West Trust here says only what the filing says, and implies nothing about either firm's service.