Firms by custodian
Registered investment advisers that custody at PNC Wealth Management
Search the full directory by firm name, city, state, CRD number or custodian.
10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| D.F. Dent and Company | Baltimore, MD | $7.88B |
| Oakmont Capital Management | Oakmont, PA | $3.09B |
| Independence Asset Advisors | Wynnewood, PA | $2.19B |
| Van Cleef Asset Management | Beachwood, OH | $1.21B |
| Harvey Investment | Louisville, KY | $1.03B |
| Radnor Capital Management | Wayne, PA | $855M |
| Haverford Financial Services | Radnor, PA | $366M |
| Cottage Street Advisors | Marion, MA | $334M |
| Bolton Partners Investment Consulting Group | Towson, MD | $249M |
| Millennial Wealth Advisors | $146M |
- Headquarters
- Baltimore, MD
- Regulatory AUM
- $7.88B
- Headquarters
- Oakmont, PA
- Regulatory AUM
- $3.09B
- Headquarters
- Wynnewood, PA
- Regulatory AUM
- $2.19B
- Headquarters
- Beachwood, OH
- Regulatory AUM
- $1.21B
- Headquarters
- Louisville, KY
- Regulatory AUM
- $1.03B
- Headquarters
- Wayne, PA
- Regulatory AUM
- $855M
- Headquarters
- Radnor, PA
- Regulatory AUM
- $366M
- Headquarters
- Marion, MA
- Regulatory AUM
- $334M
- Headquarters
- Towson, MD
- Regulatory AUM
- $249M
- Headquarters
- Regulatory AUM
- $146M
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 PNC Wealth Management here says only what the filing says, and implies nothing about either firm's service.