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
251 Bank Of Hawaii $1.6B 2
252 Etc Brokerage Services, Llc $1.6B 4
253 Guidestone Financial Resources Of The Southern Baptist Conventio $1.6B 1
254 Atomic Brokerage Llc $1.5B 4
255 Manufacturers And Traders Trust Company $1.5B 4
256 First Hawaiian Bank $1.5B 4
257 American Trust Custody $1.5B 4
258 The Independent Bankersbank $1.5B 1
259 Fnz Trust Company $1.5B 9
260 Wilmington Trust Investment Management, Inc $1.4B 6
261 Brighthouse Life Insurance Company $1.4B 1
262 Capital Bank And Trust Company $1.4B 10
263 Kaiser Partner Privatbank $1.4B 4
264 Bnp Paribas Security Services S.C.A $1.4B 1
265 Cantor Fitzgerald Securities $1.4B 1
266 Industrial And Commercial Bank Of China $1.4B 3
267 Advisors Asset Management, Inc. $1.4B 1
268 Edmond De Rothschild (Europe) S.A. $1.3B 4
269 American Trust Investment Services, Inc. $1.3B 4
270 U S Bank, N.A., Trust $1.3B 1
271 Adp Broker Dealer, Inc. $1.3B 8
272 Commerce Trust Company $1.3B 1
273 Alerus Securities Corporation $1.3B 2
274 Asset Mark $1.3B 9
275 Fidelity Trust Company $1.3B 2
276 Bank J Safra Sarasin $1.3B 3
277 Safra Securities Llc $1.2B 6
278 T. Rowe Price Investment Services, Inc. $1.2B 6
279 Pnc Financial Services Group, Inc. $1.2B 4
280 Industrial Bank Co., Ltd., Hong Kong Branch $1.2B 1
281 Dtcc $1.2B 2
282 Healthequity Trust Company $1.2B 1
283 Bank Of America Trust Services $1.2B 1
284 Broadridge Business Process Outsourcing, Llc $1.2B 9
285 Voya Retirement Insurance And Annuity Company $1.2B 1
286 Sei Trust Co $1.2B 2
287 Central Bank $1.1B 1
288 National Australia Bank Limited $1.1B 1
289 Truist Financial Corp $1.1B 2
290 Associated Trust Company, N.A. $1.1B 1
291 Ameriserv Financial Bank $1.1B 1
292 Eleutherian Trust Company $1.1B 1
293 Regions Bank As Custodian $1.1B 1
294 Us Bancorp Investments, Inc $1.1B 1
295 Latin Securities Inc. $1.1B 1
296 Valley National Bank $1.1B 4
297 Citicorp Nominees Pty Limited $1.1B 1
298 Envestnet Retirement Solutions, Llc $1.1B 1
299 Ascensus Financial Services, Llc. $1.0B 3
300 Quad City Bank & Trust $985M 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.