Firms by custodian
Registered investment advisers that custody at National Bank Independent Network
Search the full directory by firm name, city, state, CRD number or custodian.
13 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| One Capital Management | Westlake Village, CA | $8.53B |
| Cardinal Point Capital Management, Ulc | Toronto, on | $4.81B |
| Cidel Asset Management | Toronto, Ontario | $4.8B |
| Cardinal Capital Management | Winnipeg | $4.02B |
| Guardian Partners | Toronto, Ontario | $3.29B |
| Lorne Steinberg Wealth Management | Montreal, Quebec | $814M |
| The August Group Capital Limited | Toronto | $740M |
| Rempart Asset Management | Montreal, Quebec | $705M |
| Ravenstone Capital Management | Toronto, Ontario | $371M |
| Turn8 Private Wealth | Pointe Claire | $350M |
| Laurus Global Equity Management | Toronto | $333M |
| Transition Financial Advisors Group | $301M | |
| Tempered Investment Management | North Vancouver, British Columbia | $128M |
- Headquarters
- Westlake Village, CA
- Regulatory AUM
- $8.53B
- Headquarters
- Toronto, on
- Regulatory AUM
- $4.81B
- Headquarters
- Toronto, Ontario
- Regulatory AUM
- $4.8B
- Headquarters
- Winnipeg
- Regulatory AUM
- $4.02B
- Headquarters
- Toronto, Ontario
- Regulatory AUM
- $3.29B
- Headquarters
- Montreal, Quebec
- Regulatory AUM
- $814M
- Headquarters
- Toronto
- Regulatory AUM
- $740M
- Headquarters
- Montreal, Quebec
- Regulatory AUM
- $705M
- Headquarters
- Toronto, Ontario
- Regulatory AUM
- $371M
- Headquarters
- Pointe Claire
- Regulatory AUM
- $350M
- Headquarters
- Toronto
- Regulatory AUM
- $333M
- Headquarters
- Regulatory AUM
- $301M
- Headquarters
- North Vancouver, British Columbia
- Regulatory AUM
- $128M
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 National Bank Independent Network here says only what the filing says, and implies nothing about either firm's service.