AUMdb

Custodians

Ranked by FY2025 reported client assets held — from Form ADV Schedule D 5.K.(3), where advisers name every custodian holding 10%+ of their separately-managed-account assets and the dollar amount.

#CustodianReported RAUM at custodianAdvisory firms
451 Bank Of Hope $280M 1
452 Drivewealth, Llc $279M 7
453 Mg Trust Company $277M 2
454 Cibc National Trust Company $274M 1
455 Bell Bank $273M 1
456 Comerica Inc. $272M 4
457 Finemark National Bank And Trust $271M 1
458 Voya $268M 2
459 Newedge Securities, Inc. $266M 2
460 Mmac Fca Two, Llc $262M 1
461 Banco Santander $262M 4
462 Nationwide Financial $261M 1
463 Fireblocks, Inc $260M 1
464 First Trust Portfolios L.P. $259M 1
465 Bank Of America / U.S. Trust $253M 2
466 Actinver Casa De Bolsa, S.A. De C.V. $253M 1
467 Ftn Financial Securities Corp $248M 1
468 Central Trust And Investment Company $248M 1
469 Global Prime Partners Ltd $247M 2
470 Fidelity Investments Money Management, Inc. $246M 1
471 Broadridge Financial Solutions, Inc. $245M 3
472 Mid Atlantic Securities, Inc. $239M 1
473 Caceis Bank Ireland Branch $238M 1
474 Skandinaviska Enskilda Banken Ab $237M 1
475 Hancock Whitney Investment Services Inc. $228M 1
476 The Private Trust Company $226M 1
477 Credit Suisse (Uk) Limited $226M 1
478 Argent Financial Group $224M 1
479 American Trust Baa $224M 3
480 Us Trust/Bank Of America $222M 1
481 Bronx Apartment Portfolio Llc. $221M 1
482 Swedbank As $221M 1
483 Huntleigh Securities Corporation $217M 1
484 Bbh & Co. $213M 1
485 Fidelity/National Financial Securities $213M 1
486 Butterfield Trust (Bermuda) Limited $211M 1
487 Valley Financial Management, Inc. $211M 2
488 Standard Insurance Company $208M 2
489 Pictet Geneva $204M 1
490 Dunham & Associates Investment Counsel, Inc. $204M 2
491 Sunstate Bank $201M 1
492 Osaic Fs, Inc. $201M 1
493 Merchants Bank Of Indiana $200M 1
494 John Hancock Variable Life Insurance Company $198M 1
495 Stifel Bank $196M 1
496 Mosaic Financial $194M 1
497 Sei Securities, Inc. $191M 2
498 Hsbc Securities (Usa) Inc. $191M 3
499 Great West Life And Annuity Insurance Company $190M 1
500 Pinnacle Bank $189M 1

Uses each firm's latest annual updating amendment for FY2025. Custodian families include separately reported subsidiaries or acquired platforms. Covers advisers with separately managed accounts naming a custodian at the 10%+ threshold. Brochure-mined custodians without amounts appear on individual firm pages.