AUMdb

Custodians

Ranked by FY2025 reported client assets held — from Form ADV Schedule D 5.K.(3), where advisers name every custodian holding 10%+ of their separately-managed-account assets and the dollar amount.

#CustodianReported RAUM at custodianAdvisory firms
801 Israel Brokerage And Investment I.B.I. Trade Ltd $8.4M 1
802 Employee Fiduciary $8.3M 1
803 The Manufacturers Life Insurance Company $8.1M 1
804 Capital Security Bank $7.6M 1
805 Vanguard Retirement Services $7.5M 1
806 Nationwide (Annuities) $7.5M 1
807 Inversora Bursatil Sa De Cv $7.1M 1
808 Bessemer Trust $6.7M 1
809 Cibc Bank Usa $6.7M 1
810 Teachers Insurance And Annuity Assoc Of America $6.7M 1
811 American Funds Capital Group $6.4M 2
812 Automatic Data Processing $5.8M 1
813 Freedom Investment Management $5.7M 1
814 Idb Capital Corp. $5.7M 1
815 Bice Inversiones $5.7M 1
816 Bank Gutmann Aktiengesellschaft $5.5M 1
817 Credential Qtrade Securities Inc. $5.3M 1
818 Cibc $5.0M 1
819 Rl360 Life Insurance Company Limited $4.7M 1
820 Alpaca Brokerage $4.6M 1
821 Aqr Investments, Llc $4.6M 1
822 Idaho First Bank $4.5M 1
823 Vestwell Trust Company $4.5M 1
824 R.J. O'brien Securities, Llc $4.2M 1
825 Sarasin & Partners Llp $4.2M 1
826 American Funds Distributors, Inc. $4.0M 1
827 Bitgo Holdings, Inc. $4.0M 1
828 Santander Securities Llc $3.9M 1
829 Ameritas Life Insurance Corp. $3.9M 2
830 Vanguard Capital $3.7M 1
831 Avenue Securities Llc $3.6M 1
832 Jpm $3.6M 1
833 Lloyds Bank Plc $3.5M 1
834 Invex $3.2M 1
835 Crews & Associates, Inc. $3.1M 1
836 Osaic Wealth, Inc. $3.1M 1
837 Massachusetts Fidelity Trust Company $3.0M 1
838 Bivo Financial Llc $3.0M 1
839 Balance Custody $3.0M 1
840 Sabadell Securities Usa, Inc. $3.0M 1
841 My529 Plan $2.9M 1
842 Aspire Financial Services Llc $2.8M 2
843 Midfirst Trust $2.7M 1
844 Bitgo Trust $2.7M 1
845 Icici Bank $2.6M 1
846 Tiaa Cref Financial Services $2.6M 1
847 Clear Street Llc $2.6M 2
848 The Capital Group Companies, Inc. $2.4M 1
849 Capital Group/American Funds $2.4M 1
850 Capital Research And Management Company $2.3M 1

Uses each firm's latest annual updating amendment for FY2025. Custodian families include separately reported subsidiaries or acquired platforms. Covers advisers with separately managed accounts naming a custodian at the 10%+ threshold. Brochure-mined custodians without amounts appear on individual firm pages.