Firms by custodian
Registered investment advisers that custody at Trade-PMR
Search the full directory by firm name, city, state, CRD number or custodian.
27 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Larson Financial Group | Saint Louis, MO | $5.48B |
| Capital Asset Advisory Services | Williamston, MI | $4.64B |
| BLB & B Advisors | Montgomeryville, PA | $3.26B |
| Gryphon Wealth | Jacksonville, FL | $3.24B |
| Parr McKnight Wealth Management Group | Minneapolis, MN | $1.07B |
| Archer Investment | Carmel, IN | $1.01B |
| Verde Capital Management | Clarkston, MI | $846M |
| JMAC Enterprises | Newtown, PA | $722M |
| Kesler, Norman & Wride | Ogden, UT | $661M |
| PW Nova Financial Services | Newtown, PA | $654M |
| Stewardship Advisors | Mount Joy, PA | $545M |
| New River Financial Group | Christiansburg, VA | $377M |
| Split Rock Private Trading and Wealth Management | Cloquet, MN | $356M |
| The Palmer Knight | Jacksonville, FL | $285M |
| Worth Financial Advisory Group | Charlotte, NC | $281M |
| Sterling Retirement Group of Sacramento | Roseville, CA | $253M |
| Munn Wealth Management | Maumee, OH | $242M |
| Orca Wealth Management | New Port Richey, FL | $224M |
| Forteris Wealth Management | Armonk, NY | $219M |
| Renaud & Company | O'Fallon, MO | $211M |
- Headquarters
- Saint Louis, MO
- Regulatory AUM
- $5.48B
- Headquarters
- Williamston, MI
- Regulatory AUM
- $4.64B
- Headquarters
- Montgomeryville, PA
- Regulatory AUM
- $3.26B
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $3.24B
- Headquarters
- Minneapolis, MN
- Regulatory AUM
- $1.07B
- Headquarters
- Carmel, IN
- Regulatory AUM
- $1.01B
- Headquarters
- Clarkston, MI
- Regulatory AUM
- $846M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $722M
- Headquarters
- Ogden, UT
- Regulatory AUM
- $661M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $654M
- Headquarters
- Mount Joy, PA
- Regulatory AUM
- $545M
- Headquarters
- Christiansburg, VA
- Regulatory AUM
- $377M
- Headquarters
- Cloquet, MN
- Regulatory AUM
- $356M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $285M
- Headquarters
- Charlotte, NC
- Regulatory AUM
- $281M
- Headquarters
- Roseville, CA
- Regulatory AUM
- $253M
- Headquarters
- Maumee, OH
- Regulatory AUM
- $242M
- Headquarters
- New Port Richey, FL
- Regulatory AUM
- $224M
- Headquarters
- Armonk, NY
- Regulatory AUM
- $219M
- Headquarters
- O'Fallon, MO
- Regulatory AUM
- $211M
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 Trade-PMR here says only what the filing says, and implies nothing about either firm's service.