Voya Institutional Trust Company
$17.9B reported client assets across 5 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Voya Institutional Trust Company in both FY2024 and FY2025 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. 2020, 2021, 2022, 2023 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 2 cohort firms, FY2023: 2 cohort firms. No matched data for FY2017, FY2018, FY2019.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Voya Retirement Advisors, Llc | $16.1B | $37.5B | 42.8% | 03/06/2026 |
| Northwest Capital Management Inc | $834M | $8.5B | 9.8% | 02/26/2026 |
| Voya Financial Advisors, Inc. | $645M | $3.9B | 16.7% | 03/31/2026 |
| Alpha Investment Consulting Group, Llc | $193M | $714M | 27.0% | 03/25/2026 |
| Advanced Retirement Solutions, Llc | $137M | $272M | 50.6% | 02/24/2026 |
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.