Firms by custodian
Registered investment advisers that custody at Nationwide Securities
Search the full directory by firm name, city, state, CRD number or custodian.
14 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Multnomah Group | Portland, OR | $2.67B |
| Tempo Wealth | Independence, OH | $804M |
| Rezny Wealth Management | Fort Myers, FL | $576M |
| TriCord Advisors | Riverside, CA | $432M |
| LeConte Wealth Management | Maryville, TN | $347M |
| Certified Tax Service | Chicago, IL | $314M |
| Gentry Private Wealth | Wichita, KS | $308M |
| Ouellette Wealth Advisory | Lexington, MA | $274M |
| RHS Financial | San Francisco, CA | $220M |
| The Wealth Coach | Salado, TX | $220M |
| Van Winkle Wealth Management Group | Newark, OH | $121M |
| Wurz Financial Services | Holland, OH | $117M |
| Martin Wealth Management | $107M | |
| Navigation Wealth Management | Fort Collins, CO | $103M |
- Headquarters
- Portland, OR
- Regulatory AUM
- $2.67B
- Headquarters
- Independence, OH
- Regulatory AUM
- $804M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $576M
- Headquarters
- Riverside, CA
- Regulatory AUM
- $432M
- Headquarters
- Maryville, TN
- Regulatory AUM
- $347M
- Headquarters
- Chicago, IL
- Regulatory AUM
- $314M
- Headquarters
- Wichita, KS
- Regulatory AUM
- $308M
- Headquarters
- Lexington, MA
- Regulatory AUM
- $274M
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $220M
- Headquarters
- Salado, TX
- Regulatory AUM
- $220M
- Headquarters
- Newark, OH
- Regulatory AUM
- $121M
- Headquarters
- Holland, OH
- Regulatory AUM
- $117M
- Headquarters
- Regulatory AUM
- $107M
- Headquarters
- Fort Collins, CO
- Regulatory AUM
- $103M
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 Nationwide Securities here says only what the filing says, and implies nothing about either firm's service.