AdvisorCensus / Custodians / Interactive Brokers LLC
Investment advisory firms using Interactive Brokers LLC as a custodian
349 SEC-registered investment advisory firms name Interactive Brokers LLC as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.
| Metro area | Advisory firms |
|---|---|
| New York, NY | 57 |
| Miami, FL | 35 |
| San Francisco, CA | 14 |
| Philadelphia, PA | 12 |
| Chicago, IL | 11 |
| Los Angeles, CA | 9 |
| Dallas, TX | 8 |
| Bridgeport, CT | 7 |
| Boston, MA | 5 |
| Houston, TX | 4 |
| Orlando, FL | 4 |
| San Diego, CA | 4 |
| San Jose, CA | 4 |
| Seattle, WA | 4 |
| Atlanta, GA | 3 |
| Raleigh, NC | 3 |
| Tampa, FL | 3 |
| Toledo, OH | 3 |
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 using Interactive Brokers LLC as a custodian. https://advisorcensus.com/custodians/interactive-brokers https://advisorcensus.com/custodians/interactive-brokers