Custodians (Established – $25B and Over)
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Member Circle
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
LPL Financial LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer and top 5 custodian.1,2 We serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning… MORE
For 30 years, Schwab Advisor Services has worked side by side with RIAs, providing custodial, operational and trading support. In addition to custody services, Schwab Advisor Services provides business consulting services, practice management, and technology solutions to help independent advisors… MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
Finalists
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Member Circle
For 30 years, Schwab Advisor Services has worked side by side with RIAs, providing custodial, operational and trading support. In addition to custody services, Schwab Advisor Services provides business consulting services, practice management, and technology solutions to help independent advisors… MORE
Finalists
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Member Circle
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
For 30 years, Schwab Advisor Services has worked side by side with RIAs, providing custodial, operational and trading support. In addition to custody services, Schwab Advisor Services provides business consulting services, practice management, and technology solutions to help independent advisors… MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
Finalists
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Member Circle
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
LPL Financial LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer and top 5 custodian.1,2 We serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning… MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
Finalists
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Member Circle
For 30 years, Schwab Advisor Services has worked side by side with RIAs, providing custodial, operational and trading support. In addition to custody services, Schwab Advisor Services provides business consulting services, practice management, and technology solutions to help independent advisors… MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
Finalists
| Company |
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Member Circle
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
LPL Financial LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer and top 5 custodian.1,2 We serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning… MORE
For 30 years, Schwab Advisor Services has worked side by side with RIAs, providing custodial, operational and trading support. In addition to custody services, Schwab Advisor Services provides business consulting services, practice management, and technology solutions to help independent advisors… MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
Finalists
| Company |
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Member Circle
For 30 years, Schwab Advisor Services has worked side by side with RIAs, providing custodial, operational and trading support. In addition to custody services, Schwab Advisor Services provides business consulting services, practice management, and technology solutions to help independent advisors… MORE
Finalists
| Company |
|---|
Member Circle
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
For 30 years, Schwab Advisor Services has worked side by side with RIAs, providing custodial, operational and trading support. In addition to custody services, Schwab Advisor Services provides business consulting services, practice management, and technology solutions to help independent advisors… MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
Finalists
| Company |
|---|
Member Circle
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
LPL Financial LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer and top 5 custodian.1,2 We serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning… MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
Finalists
| Company |
|---|
Member Circle
For 30 years, Schwab Advisor Services has worked side by side with RIAs, providing custodial, operational and trading support. In addition to custody services, Schwab Advisor Services provides business consulting services, practice management, and technology solutions to help independent advisors… MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
Finalists
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Diamond Sponsor
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Executive Swag Sponsors
