Equity Trust Company
$657M reported client assets across 12 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 5 firms that reported Equity Trust Company in both FY2023 and FY2024 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. 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 2 cohort firms, FY2021: 2 cohort firms, FY2022: 2 cohort firms. No matched data for FY2017.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Diversify Wealth Management, Llc | $203M | $2.5B | 8.0% | 03/31/2025 |
| We Alliance Wealth Advisors, Inc. | $120M | $207M | 58.2% | 03/10/2025 |
| Box Financial Advisors, Llc | $89.7M | $95.5M | 93.9% | 03/31/2025 |
| Broad Reach Capital Llc | $62.4M | $126M | 49.6% | 03/13/2025 |
| Networth Asset Management, Inc | $54.7M | $103M | 53.2% | 03/05/2025 |
| Accretive Wealth Management, Llc | $42.9M | $267M | 16.1% | 03/27/2025 |
| Clf Asset Management, Inc. | $37.2M | $110M | 33.6% | 02/26/2025 |
| Innovative Private Wealth Management Inc. | $27.2M | $118M | 23.0% | 03/24/2025 |
| Chicago Capital Management Advisors, Llc | $8.2M | $122M | 6.7% | 03/14/2025 |
| Column Park Asset Management, Lp | $7.7M | $192M | 4.0% | 03/31/2025 |
| Westend Capital Management, Llc. | $3.4M | $348M | 1.0% | 01/29/2025 |
| Ventana Private Wealth Llc | $622K | $145M | 0.4% | 01/22/2025 |
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.