Great West Trust Company, Llc
$22.4B reported client assets across 16 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 11 firms that reported Great West Trust Company, Llc in both FY2021 and FY2022 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, 2019 are shown but partial — only FY2017: 2 cohort firms, FY2018: 5 cohort firms, FY2019: 7 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Onedigital Investment Advisors Llc | $18.3B | $89.1B | 20.5% | 03/29/2023 |
| Intellicents Investment Solutions Inc | $1.8B | $5.1B | 35.1% | 03/21/2023 |
| Aldrich Wealth, Limited Partnership | $814M | $4.6B | 17.8% | 03/29/2023 |
| Retirement Plan Advisors, Llc | $389M | $1.1B | 35.5% | 03/30/2023 |
| Pasi Investments, Llc | $240M | $451M | 53.3% | 03/14/2023 |
| Capsouth Partners, Inc. | $134M | $661M | 20.3% | 03/17/2023 |
| N | $120M | $194M | 61.7% | 01/17/2023 |
| Midwest Capital Advisors, Llc | $117M | $767M | 15.2% | 03/21/2023 |
| Commerce Street Investment Advisor, Llc | $114M | $535M | 21.2% | 03/29/2023 |
| Retirement Wellness Group Llc | $95.9M | $145M | 66.0% | 01/17/2023 |
| Ima Advisory Services, Inc. | $91.1M | $721M | 12.6% | 03/31/2023 |
| Atwater Malick, Llc | $76.2M | $392M | 19.4% | 01/11/2023 |
| Jackson Avenue, Llc | $60.4M | $142M | 42.4% | 03/15/2023 |
| Greenbush Financial Group, Llc | $46.8M | $364M | 12.9% | 02/04/2023 |
| Cannon Capital Management, Inc. | $40.0M | $261M | 15.4% | 03/28/2023 |
| Anderson Financial Strategies, Llc | $26.3M | $206M | 12.8% | 03/31/2023 |
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.