Firms by custodian
Registered investment advisers that custody at Pershing
Search the full directory by firm name, city, state, CRD number or custodian.
51 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Sanctuary Advisors | Miami, FL | $34.88B |
| Wealthspire Advisors | New York, NY | $34.32B |
| BNY Mellon Advisors | New York, NY | $33.48B |
| BTG Pactual Asset Management US | New York, NY | $30.11B |
| Gotham Asset Management | New York, NY | $30.03B |
| Silvercrest Asset Management Group | New York, NY | $28.33B |
| Arax Advisory Partners | New York, NY | $26.52B |
| Davenport & Company | Richmond, VA | $24.70B |
| Belle Haven Investments | Rye Brook, NY | $24.46B |
| Lincoln Investment Planning | Fort Washington, PA | $21.99B |
| Ehrenkranz Partners | New York, NY | $21.54B |
| Arrowmark Colorado Holdings | Denver, CO | $21.02B |
| Summit Trail Advisors | New York, NY | $19.94B |
| Benjamin F. Edwards & Company | ST. Louis, MO | $18.92B |
| Transamerica Retirement Advisors | Cedar Rapids, IA | $18.83B |
| Stephens | Little Rock, AR | $18.04B |
| Allen Investment Management | New York, NY | $16.91B |
| Ifp Advisors | Tampa, FL | $16.29B |
| Mason Investment Advisory Services | Reston, VA | $15.67B |
| PFS Investments | Duluth, GA | $15.54B |
- Headquarters
- Miami, FL
- Regulatory AUM
- $34.88B
- Headquarters
- New York, NY
- Regulatory AUM
- $34.32B
- Headquarters
- New York, NY
- Regulatory AUM
- $33.48B
- Headquarters
- New York, NY
- Regulatory AUM
- $30.11B
- Headquarters
- New York, NY
- Regulatory AUM
- $30.03B
- Headquarters
- New York, NY
- Regulatory AUM
- $28.33B
- Headquarters
- New York, NY
- Regulatory AUM
- $26.52B
- Headquarters
- Richmond, VA
- Regulatory AUM
- $24.70B
- Headquarters
- Rye Brook, NY
- Regulatory AUM
- $24.46B
- Headquarters
- Fort Washington, PA
- Regulatory AUM
- $21.99B
- Headquarters
- New York, NY
- Regulatory AUM
- $21.54B
- Headquarters
- Denver, CO
- Regulatory AUM
- $21.02B
- Headquarters
- New York, NY
- Regulatory AUM
- $19.94B
- Headquarters
- ST. Louis, MO
- Regulatory AUM
- $18.92B
- Headquarters
- Cedar Rapids, IA
- Regulatory AUM
- $18.83B
- Headquarters
- Little Rock, AR
- Regulatory AUM
- $18.04B
- Headquarters
- New York, NY
- Regulatory AUM
- $16.91B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $16.29B
- Headquarters
- Reston, VA
- Regulatory AUM
- $15.67B
- Headquarters
- Duluth, GA
- Regulatory AUM
- $15.54B
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 Pershing here says only what the filing says, and implies nothing about either firm's service.