Fidelity
$22.3B reported client assets across 22 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 17 firms that reported Fidelity in both FY2022 and FY2023 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, 2020, 2021 are shown but partial — only FY2017: 6 cohort firms, FY2018: 6 cohort firms, FY2019: 8 cohort firms, FY2020: 8 cohort firms, FY2021: 11 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Nepc, Llc | $7.9B | $95.4B | 8.3% | 03/28/2024 |
| Thrivent Advisor Network, Llc | $5.1B | $6.2B | 83.5% | 03/28/2024 |
| Elevation Point Wealth Partners, Llc | $2.1B | $2.2B | 96.5% | 03/28/2024 |
| Gresham Partners, Llc | $1.8B | $10.4B | 17.3% | 03/28/2024 |
| Financial Integrity Advisors, Llc | $874M | $13.7B | 6.4% | 02/22/2024 |
| Providence Capital Advisors, Llc | $745M | $770M | 96.7% | 03/08/2024 |
| Hunter Michael Investment Advisors Inc | $703M | $866M | 81.2% | 03/27/2024 |
| Fort Sheridan Advisors Llc | $648M | $648M | 100.0% | 03/25/2024 |
| Northrock Partners, Llc | $528M | $5.8B | 9.1% | 03/14/2024 |
| Tailwind Advisors, Llc | $376M | $1.5B | 25.9% | 03/27/2024 |
| Arrowmark Colorado Holdings, Llc | $349M | $21.6B | 1.6% | 03/27/2024 |
| Forusall Advisors, Llc | $293M | $1.5B | 19.4% | 03/27/2024 |
| 724 Capital, Llc | $197M | $197M | 100.0% | 03/27/2024 |
| Rfp Financial Group, Llc | $138M | $306M | 45.2% | 03/26/2024 |
| Heisten Wrenn Private Wealth, Llc | $115M | $124M | 92.6% | 02/13/2024 |
| Element Squared Llc | $106M | $106M | 100.0% | 01/11/2024 |
| Joss Brown Wealth Advisors Group Llc | $66.1M | $116M | 57.1% | 02/05/2024 |
| Ayrshire Capital Management Llc | $60.2M | $241M | 25.0% | 02/16/2024 |
| Arkos Global Advisors, Llc | $26.7M | $939M | 2.8% | 03/29/2024 |
| Orchard Capital Management, Llc | $26.0M | $371M | 7.0% | 03/29/2024 |
| Rwq Financial Management Services, Inc. | $24.5M | $246M | 10.0% | 03/27/2024 |
| Brookfield Public Securities Group Llc | $15.5M | $21.7B | 0.1% | 03/28/2024 |
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.