Firms by custodian
Registered investment advisers that custody at The Standard
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Human Investing | Lake Oswego, OR | $2.22B |
| KerberRose Wealth Management | Shawano, WI | $1.16B |
| Preisz Associates | Portland, OR | $702M |
| Navigate Financial | Salt Lake City, UT | $338M |
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $2.22B
- Headquarters
- Shawano, WI
- Regulatory AUM
- $1.16B
- Headquarters
- Portland, OR
- Regulatory AUM
- $702M
- Headquarters
- Salt Lake City, UT
- Regulatory AUM
- $338M
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 The Standard here says only what the filing says, and implies nothing about either firm's service.