10 largest TAMPs by assets in 2022
9. Simplicity Solutions
Assets: $12.9 billion in AUM; $2.7 billion in AUA
Website: www.sawtootham.com
Custodian: TD Ameritrade, Schwab, Pershing, Fidelity, US Bank, NFS, PAS, Reliance Trust, BNY
Type of products: Adviser-directed, UMA/UMH, mutual fund wrap, ETF models, SMAs, Model-only SMAs, alternatives, tax overlay, SRI, Outsourced CIO and fiduciary solutions, replicated index products, tax transitions