Firms by custodian
Registered investment advisers that custody at Tiaa-Cref Individual & Institutional Services
Search the full directory by firm name, city, state, CRD number or custodian.
35 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Cornerstone Advisors Asset Management | Bethlehem, PA | $9.57B |
| Retirement Income Solutions | Ann Arbor, MI | $2.97B |
| Multnomah Group | Portland, OR | $2.67B |
| Cannon Financial Strategists | Athens, GA | $1.67B |
| Prudent Investor Advisors | Folsom, CA | $1.3B |
| StraightLine Group | Troy, MI | $1.17B |
| Fiduciary Benefits Group | $1.07B | |
| Briaud Financial Planning | College Station, TX | $913M |
| Milestone Investment Advisors | Middleton, WI | $878M |
| Collegiate Capital Management | Raleigh, NC | $653M |
| Kreitler Financial | New Haven, CT | $585M |
| Penobscot Wealth Management | Portland, ME | $545M |
| Miller Financial Services | Marshall, MI | $463M |
| McClarren Financial Advisors | State College, PA | $453M |
| Access Financial Services | Minneapolis, MN | $438M |
| Northeast Planning Associates | Bedford, NH | $414M |
| Rebel Financial | Groveport, OH | $370M |
| No Fate BWWM | Plano, TX | $312M |
| Fingerlakes Wealth Management | Ithaca, NY | $285M |
| Wealth Advisors Group | Coralville, IA | $278M |
- Headquarters
- Bethlehem, PA
- Regulatory AUM
- $9.57B
- Headquarters
- Ann Arbor, MI
- Regulatory AUM
- $2.97B
- Headquarters
- Portland, OR
- Regulatory AUM
- $2.67B
- Headquarters
- Athens, GA
- Regulatory AUM
- $1.67B
- Headquarters
- Folsom, CA
- Regulatory AUM
- $1.3B
- Headquarters
- Troy, MI
- Regulatory AUM
- $1.17B
- Headquarters
- Regulatory AUM
- $1.07B
- Headquarters
- College Station, TX
- Regulatory AUM
- $913M
- Headquarters
- Middleton, WI
- Regulatory AUM
- $878M
- Headquarters
- Raleigh, NC
- Regulatory AUM
- $653M
- Headquarters
- New Haven, CT
- Regulatory AUM
- $585M
- Headquarters
- Portland, ME
- Regulatory AUM
- $545M
- Headquarters
- Marshall, MI
- Regulatory AUM
- $463M
- Headquarters
- State College, PA
- Regulatory AUM
- $453M
- Headquarters
- Minneapolis, MN
- Regulatory AUM
- $438M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $414M
- Headquarters
- Groveport, OH
- Regulatory AUM
- $370M
- Headquarters
- Plano, TX
- Regulatory AUM
- $312M
- Headquarters
- Ithaca, NY
- Regulatory AUM
- $285M
- Headquarters
- Coralville, IA
- Regulatory AUM
- $278M
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 Tiaa-Cref Individual & Institutional Services here says only what the filing says, and implies nothing about either firm's service.