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Investment advisory firms by custodian

164 custodians are named by at least 5 SEC-registered advisory firms as holding 10% or more of their separately managed account assets. Choose a custodian to see where its advisory firms are.

How this list is built

CustodianAdvisory firmsMetro areas
Charles Schwab6,419403
Fidelity Investments2,475254
JPMorgan Chase53349
Pershing LLC440102
The Bank of New York Mellon40752
The Northern Trust Company38955
LPL Financial LLC377122
Interactive Brokers LLC34968
Morgan Stanley29753
State Street Bank and Trust Company29341
Raymond James & Associates, Inc.254108
Altruist Financial LLC18790
Pershing Advisor Solutions LLC17864
U.S. Bank National Association16849
Goldman Sachs & Co. LLC16229
Wells Fargo Clearing Services, LLC13265
RBC Capital Markets, LLC11346
SEI Investments Distribution Co.9761
Northern Trust Securities, Inc.9638
Citibank, N.A.9113
UBS Financial Services Inc.8735
Axos Clearing LLC8348
State Street Corporation8125
BNY Mellon6531
Merrill Lynch, Pierce, Fenner & Smith Incorporated6519
Folio Investments, Inc.5838
Vanguard5731
Raymond James Financial Services, Inc.5236
SEI Private Trust Company5035
Apex Clearing Corporation4923
Citigroup Global Markets Inc.4117
Matrix Trust Company4032
Capital Client Group, Inc.3930
TIAA-CREF Individual & Institutional Services, LLC3732
UBS Securities LLC3613
Empower Financial Services, Inc.3624
BofA Securities, Inc.3615
BNY Mellon Capital Markets, LLC3516
Bank of America3412
State Street Global Markets, LLC3421
BNY Mellon Securities Corporation3113
U.S. Bancorp Investments, Inc.3021
Assetmark Brokerage, LLC3025
Brown Brothers Harriman & Co.298
Trade-PMR Inc.2919
U.S. Bancorp2720
Ascensus Trust Company2418
Stonex Financial Inc.246
Assetmark Trust Company2317
Empower Trust Company, LLC2219
Ascensus Broker Dealer Services, LLC2219
MTG, LLC2214
Banque Pictet & CIE SA215
Raymond James Trust Company of New Hampshire2116
Principal Securities, Inc.2112
CIBC Mellon Trust Company206
Alpaca Securities LLC209
Bank of New York1912
Fifth Third Bank1914
Jefferies LLC197
PNC Bank1811
Mid Atlantic Trust Company1714
RBC Investor Services Trust172
State Street Bank179
Wilmington Trust1710
Hilltop Securities Inc.1713
National Bank Independent Network162
Wells Fargo Bank, N.A.1610
Principal Financial Group1513
Nationwide Securities, LLC1514
Bank Vontobel AG141
Stifel, Nicolaus & Company, Incorporated149
Assetmark1313
Comerica Bank139
Wells Fargo Securities, LLC139
HSBC Bank PLC123
The Master Trust Bank of Japan, Ltd.123
Reliance Trust Company1210
Nationwide Investment Services Corporation1212
The Bank of New York Mellon Trust Company, National Association113
BNP Paribas114
Raymond James117
UBS AG112
Amalgamated Bank105
Citigroup Inc.105
Computershare Trust Company, N.A.107
Fiduciary Trust Company105
Goldman Sachs International102
Robert W. Baird & Co. Incorporated105
PNC Wealth Management LLC106
Axos Advisor Services97
Equity Trust Company97
Great-West Trust Company, LLC99
Inspira Financial Trust, LLC97
Truist Bank98
UMB Bank, National Association97
John Hancock Distributors LLC98
Fifth Third Securities, Inc.97
Wells Fargo Advisors Financial Network, LLC98
ADP Broker-Dealer, Inc.98
Broadridge Business Process Outsourcing, LLC98
Bank Julius Baer & Co. Ltd.81
Caceis Bank84
Capital Bank and Trust Company88
Deutsche Bank Trust Company Americas85
Empower Retirement, LLC87
FNZ Trust Company85
HSBC Bank USA, N.A.85
Regions Bank87
Royal Bank of Canada82
SEI Investments Management Corp87
UBS Switzerland AG83
Merrill Lynch Professional Clearing Corp.83
UMB Financial Services, Inc.88
Barclays Bank PLC71
CIBC Mellon Global Securities Services Company73
Computershare Corporate Trust75
Custody Bank of Japan, Ltd.71
Fiduciary Trust Company International73
Fifth Third Bancorp76
Huntington National Bank75
Inspira Financial77
Keybank National Association76
Principal Bank76
Principal Custody Solutions75
UBS73
U.S. Bank Trust Company, National Association75
Oppenheimer & Co. Inc.73
Voya Financial Partners, LLC76
Drivewealth, LLC72
ADP Retirement Trust Services, LLC64
Argent Trust Company65
Banco Santander International61
BNY Mellon Asset Servicing66
Empower65
John Hancock Trust Company LLC66
Royal Bank of Canada (channel Islands) Limited63
Wells Fargo65
Barclays Capital Inc.64
Safra Securities LLC62
American Funds55
Anchorage Digital Bank, NA54
Bank of America Private Bank54
BNP Paribas S.A.51
Capital Group54
Commerce Bank54
EFG Bank AG51
Frost Bank54
HDFC Bank Ltd50
The Hongkong and Shanghai Banking Corporation Limited52
Midwest Institutional Trust Company55
National Bank Financial Inc.50
Northern Trust Bank54
Principal Trust Company54
RBC Investor & Treasury Services51
SEI Investments Company55
SEI Private Trust / SEI Investments Distribution Co.54
State Street Australia Limited52
State Street Trust Company53
State Street Trust Company Canada52
TIAA-CREF54
BNP Paribas Securities Corp.52
Wilmington Trust Investment Management, LLC55
Brown Brothers Harriman Investments, LLC54

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian.

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AdvisorCensus. Investment advisory firms by custodian. https://advisorcensus.com/custodians
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