Firms by custodian
Registered investment advisers that custody at Stonex Financial
Search the full directory by firm name, city, state, CRD number or custodian.
19 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Stonex Advisors | Birmingham, AL | $5.09B |
| Ameraudi Asset Management | New York, NY | $2.1B |
| The Invictus Collective | Park Ridge, IL | $476M |
| Scala Capital | Miami, FL | $380M |
| Aragon Capital | Fort Lauderdale, FL | $349M |
| Precise Investment Management | Highland Park, IL | $349M |
| Millennial Advisers | New York, NY | $339M |
| Trust Advisory Group | Birmingham, AL | $314M |
| FDI Wealth Management | Miami, FL | $284M |
| Miami Valley Portfolio Management | Brookville, OH | $219M |
| UCAP Asset Management | Miami, FL | $208M |
| 360 Financial Partners | Mount Pleasant, SC | $207M |
| Amicorp Wealth Services | Miami, FL | $189M |
| Flow Focus | Miami, FL | $175M |
| Harbor Ithaka WM | Aventura, FL | $171M |
| Fenix Asset Management | New York, NY | $160M |
| Vitral Advisors | $155M | |
| Balanz Advisors | Coral Gables, FL | $153M |
| Veltria Advisors | Miami, FL | $113M |
- Headquarters
- Birmingham, AL
- Regulatory AUM
- $5.09B
- Headquarters
- New York, NY
- Regulatory AUM
- $2.1B
- Headquarters
- Park Ridge, IL
- Regulatory AUM
- $476M
- Headquarters
- Miami, FL
- Regulatory AUM
- $380M
- Headquarters
- Fort Lauderdale, FL
- Regulatory AUM
- $349M
- Headquarters
- Highland Park, IL
- Regulatory AUM
- $349M
- Headquarters
- New York, NY
- Regulatory AUM
- $339M
- Headquarters
- Birmingham, AL
- Regulatory AUM
- $314M
- Headquarters
- Miami, FL
- Regulatory AUM
- $284M
- Headquarters
- Brookville, OH
- Regulatory AUM
- $219M
- Headquarters
- Miami, FL
- Regulatory AUM
- $208M
- Headquarters
- Mount Pleasant, SC
- Regulatory AUM
- $207M
- Headquarters
- Miami, FL
- Regulatory AUM
- $189M
- Headquarters
- Miami, FL
- Regulatory AUM
- $175M
- Headquarters
- Aventura, FL
- Regulatory AUM
- $171M
- Headquarters
- New York, NY
- Regulatory AUM
- $160M
- Headquarters
- Regulatory AUM
- $155M
- Headquarters
- Coral Gables, FL
- Regulatory AUM
- $153M
- Headquarters
- Miami, FL
- Regulatory AUM
- $113M
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 Stonex Financial here says only what the filing says, and implies nothing about either firm's service.