Pnc Bank
$41.0B reported client assets across 23 advisory firms in FY2023 annual amendments
Reported client assets over time
$2.8B
$32.3B
2017
2023
Same-firm comparison: 16 firms that reported Pnc Bank in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018 are shown but partial — only FY2017: 7 cohort firms, FY2018: 8 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Pnc Capital Advisors Llc | $24.8B | $37.7B | 65.7% | 03/26/2024 |
| Pathstone Family Office, Llc | $8.1B | $48.3B | 16.8% | 03/29/2024 |
| Smith Shellnut Wilson Llc | $2.0B | $7.2B | 27.3% | 02/29/2024 |
| Boyd Watterson Asset Management, Llc | $1.4B | $17.9B | 8.0% | 03/26/2024 |
| Stacey Braun Associates Inc | $917M | $4.2B | 22.1% | 03/28/2024 |
| Cim Investment Management Inc | $554M | $1.1B | 49.6% | 03/27/2024 |
| Zhang Financial Llc | $513M | $5.7B | 9.0% | 03/27/2024 |
| Ancora Advisors Llc | $451M | $4.3B | 10.4% | 03/28/2024 |
| Atalanta Sosnoff Capital, Llc | $422M | $4.2B | 10.0% | 03/29/2024 |
| N | $284M | $947M | 30.0% | 03/25/2024 |
| N | $274M | $1.8B | 15.7% | 02/14/2024 |
| Winslow Capital Management Llc | $256M | $23.4B | 1.1% | 03/15/2024 |
| Optimum Quantvest Corporation | $241M | $575M | 41.8% | 03/11/2024 |
| Long Road Investment Counsel, Llc | $185M | $284M | 65.3% | 03/26/2024 |
| Twin Capital Management Inc | $145M | $785M | 18.5% | 03/29/2024 |
| N | $121M | $586M | 20.6% | 03/11/2024 |
| Winslow Asset Management Inc | $94.3M | $586M | 16.1% | 03/26/2024 |
| Northstar Asset Management Company, Llc | $82.6M | $568M | 14.5% | 03/27/2024 |
| Peirce Park Group Inc. | $79.7M | $411M | 19.4% | 03/27/2024 |
| Broad Run Investment Management, Llc | $68.0M | $836M | 8.1% | 03/21/2024 |
| Decatur Capital Management, Inc. | $27.9M | $178M | 15.7% | 03/08/2024 |
| Borer Denton & Associates, Inc. | $14.9M | $364M | 4.1% | 03/25/2024 |
| Blue Vista Capital, Llc | $825K | $2.5B | 0.0% | 03/29/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.