Reliance Trust Company
$33.7B reported client assets across 23 advisory firms in FY2020 annual amendments
Reported client assets over time
$13.8B
$33.1B
2017
2020
Same-firm comparison: 16 firms that reported Reliance Trust Company in both FY2019 and FY2020 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 is shown but partial — only FY2017: 9 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Chevy Chase Trust Company | $9.7B | $35.9B | 26.9% | 03/27/2021 |
| Stancorp Investment Advisers, Inc. | $9.4B | $26.6B | 35.4% | 03/30/2021 |
| Welch & Forbes Llc | $5.5B | $6.3B | 88.2% | 03/15/2021 |
| Adp Strategic Plan Services, Llc | $4.9B | $4.9B | 100.0% | 09/18/2020 |
| Pentegra Investors, Inc. | $2.4B | $7.2B | 33.4% | 03/26/2021 |
| Advocacy Wealth Management, Llc | $543M | $942M | 57.6% | 03/25/2021 |
| Generation Capital Management Llc | $328M | $754M | 43.6% | 03/29/2021 |
| Abner Herrman & Brock, Llc | $168M | $1.7B | 10.1% | 03/29/2021 |
| N | $126M | $776M | 16.3% | 03/08/2021 |
| F/M Investments Llc | $126M | $1.5B | 8.6% | 03/08/2021 |
| Martel Wealth Advisors, Llc | $110M | $816M | 13.5% | 03/18/2021 |
| Ironview Capital Management, Llc | $82.1M | $568M | 14.5% | 02/03/2021 |
| Starr Mathews Financial, Llc | $62.9M | $109M | 57.9% | 03/03/2021 |
| Sfi Advisors, Llc | $59.0M | $220M | 26.8% | 03/28/2021 |
| Focus 401 (K) Group, Llc | $55.1M | $91.0M | 60.6% | 01/20/2021 |
| Baldwin & Clarke Advisory Services Llc | $46.0M | $313M | 14.7% | 03/09/2021 |
| Palisade Investments, Llc | $38.0M | $370M | 10.3% | 03/31/2021 |
| Greenbush Financial Group, Llc | $35.3M | $303M | 11.7% | 02/03/2021 |
| Naples Asset Management Co., Llc | $32.2M | $267M | 12.1% | 02/04/2021 |
| N | $24.6M | $207M | 11.9% | 03/23/2021 |
| One Advisory Partners, Llc | $22.0M | $300M | 7.3% | 03/19/2021 |
| Sensus Investment Management Group Llc | $7.0M | $48.2M | 14.6% | 03/31/2021 |
| O'brien Investment Management, Llc | $5.2M | $154M | 3.4% | 03/26/2021 |
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.