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
551 Anchorage Trust Company $136M 1
552 Hilltop Fca Vantage Jv, Llc $134M 1
553 Banco Sabadell Miami Branch $134M 1
554 Pinnacle Financial Partners $133M 2
555 Efg International Ag $130M 1
556 Quintet Private Bank Europe (S.A.) $130M 1
557 Clearstream Banking A.G. $129M 2
558 Reliance Financial Corporation $122M 1
559 Td Securities Inc. $122M 2
560 Odyssey Trust Company $122M 1
561 Bordier & Cie $121M 1
562 Bank Of Labor $120M 3
563 Banco Santander (Brasil) S.A. $120M 1
564 Bank Julius Baer (Monaco) S.A.M. $120M 1
565 Sei Global Services, Inc. $118M 2
566 Jefferson Bank $117M 1
567 Nationwide Advisory Solutions $117M 4
568 The Beneficient Company Group, Lp $115M 1
569 Lgt Bank (Switzerland) Ag $113M 1
570 Bank Hapoalim B.M. $112M 1
571 Pnc Bank, National Assocation $111M 1
572 Dz Prinvatbank (Schweiz) Ag $111M 3
573 Citizens Private Wealth $111M 1
574 Ubp Union Bancaire Privée $110M 1
575 Blackstone Securities Partners L.P. $110M 1
576 Capitol Federal Savings Bank $110M 1
577 Franklin Distributors, Llc $109M 1
578 Bank Ozk $107M 1
579 Efg Capital International Corp. $107M 1
580 Bg Valores, S.A. $106M 1
581 Ledyard National Bank $106M 1
582 Plainscapital Bank $106M 1
583 Guggenheim Investments $105M 2
584 Swissquote Bank Sa $105M 2
585 Fidelity Asset Management $105M 1
586 Fidelity Retirement $104M 1
587 Alerus $104M 1
588 Pruco Life Insurance Company $102M 1
589 First Financial Trust $101M 1
590 Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers $99.8M 1
591 Fis Brokerage & Securities Services Llc $99.1M 1
592 Alliance Berstein $97.5M 1
593 Savedaily $97.0M 1
594 Av Securities Inc. $96.5M 1
595 William Blair & Company L.L.C. $96.3M 2
596 Bryn Mawr Trust Company $95.4M 1
597 The Huntington Investment Company $94.8M 1
598 Barclays Capital Securities Limited $94.3M 1
599 Verabank $92.7M 1
600 Bnp Paribas Ireland Unlimited Company $92.5M 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.