Empower Trust Co
$142B reported client assets across 22 advisory firms in FY2025 annual amendments
Reported client assets over time
$52.4B
$139B
2022
2025
Same-firm comparison: 11 firms that reported Empower Trust Co 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. 2022, 2023 are shown but partial — only FY2022: 3 cohort firms, FY2023: 7 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Empower Advisory Group, Llc | $105B | $195B | 53.9% | 03/31/2026 |
| Onedigital Investment Advisors Llc | $31.7B | $155B | 20.4% | 04/01/2026 |
| Shuster Advisory Group, Llc | $1.9B | $10.3B | 18.4% | 03/31/2026 |
| Advus Financial Partners, Llc | $985M | $4.0B | 24.8% | 03/30/2026 |
| Pension Consultants Inc | $905M | $5.4B | 16.7% | 03/31/2026 |
| Pentegra Investors, Inc. | $275M | $5.6B | 4.9% | 03/25/2026 |
| Capsouth Partners, Inc. | $200M | $1.0B | 19.9% | 03/25/2026 |
| Meridian Wealth Partners, Llc | $186M | $1.4B | 13.6% | 03/30/2026 |
| Cypress Capital Wealth Management, Llc | $177M | $330M | 53.6% | 03/04/2026 |
| Mbe Wealth Management, Llc | $154M | $977M | 15.8% | 02/04/2026 |
| Atwater Malick, Llc | $127M | $687M | 18.5% | 01/06/2026 |
| Kinwell Llc | $119M | $215M | 55.5% | 03/25/2026 |
| Greenbush Financial Group, Llc | $85.8M | $617M | 13.9% | 01/22/2026 |
| Jackson Avenue, Llc | $78.2M | $185M | 42.3% | 03/06/2026 |
| Bluechip Wealth Advisors Llc | $69.1M | $666M | 10.4% | 03/30/2026 |
| Northstar Fiduciary Partners, Llc | $41.3M | $1.3B | 3.2% | 03/30/2026 |
| Dunbar Associates, Llc | $39.3M | $307M | 12.8% | 03/27/2026 |
| Retirement Plan Fiduciaries, Llc | $33.2M | $193M | 17.2% | 03/02/2026 |
| Fiduciary Advisor Advocates, Llc | $24.4M | $106M | 22.9% | 04/24/2026 |
| Sullivan Financial, Llc | $16.1M | $119M | 13.6% | 03/23/2026 |
| Focus 401 (K) Group, Llc | $15.3M | $170M | 9.0% | 01/14/2026 |
| Carbon Collective Investing, Llc | $7.4M | $348M | 2.1% | 03/25/2026 |
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.