Firms by custodian
Registered investment advisers that custody at M&T Bank
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Wainwright Investment Counsel | Boston, MA | $5.52B |
| US Asset Management | Pittsburgh, PA | $358M |
| TR Capital Management | Rockville Centre, NY | $166M |
| Capital Financial | Olney, MD | $159M |
- Headquarters
- Boston, MA
- Regulatory AUM
- $5.52B
- Headquarters
- Pittsburgh, PA
- Regulatory AUM
- $358M
- Headquarters
- Rockville Centre, NY
- Regulatory AUM
- $166M
- Headquarters
- Olney, MD
- Regulatory AUM
- $159M
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 M&T Bank here says only what the filing says, and implies nothing about either firm's service.