Commerce Bank, N.A.
$12.4B reported client assets across 5 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 5 firms that reported Commerce Bank, N.A. 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. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 1 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms, FY2021: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Llc | $11.8B | $50.5B | 23.4% | 03/31/2026 |
| Asset Consulting Group, Llc | $209M | $1.1B | 19.1% | 03/30/2026 |
| Dl Carlson Investment Group Inc. | $177M | $736M | 24.1% | 03/13/2026 |
| Oak City Consulting, Llc | $124M | $1.4B | 8.7% | 03/11/2026 |
| Clearbrook Investment Solutions Llc | $40.6M | $150M | 27.1% | 03/31/2026 |
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.