11 companies

EP Wealth Advisors

Fee-only registered investment advisory and financial planning firm, founded in 1999, offering integrated wealth management through 600+ professionals across 60+ U.S. offices.

Mission Wealth

Independent registered investment advisory firm founded in 2000, providing integrated wealth management - investments, tax, estate, and retirement planning - to over 5,400 families nationwide.

BakerAvenue

BakerAvenue is a fiduciary wealth management and investment advisory firm, founded in 2004, serving high-net-worth individuals, families, trusts, foundations and endowments from seven US offices.

Virtus Investment Partners

Mercer Advisors

Mercer Advisors is a Denver-based independent registered investment advisor and fiduciary wealth management firm serving about 31,300 families with integrated planning, investment, tax, estate, insurance and trust services.

Savant Wealth Management

Savant Wealth Management is a planning-first financial advisory firm headquartered in Rockford, Illinois, with 70 offices in 28 states serving individuals, families, business owners and institutions.

Brooks Macdonald

UK wealth management firm founded in 1991, providing discretionary investment management, financial planning and fund management to private clients, trusts, charities and pension funds.

Edelman Financial Engines, LLC

An independent US wealth management and financial planning firm providing fiduciary investment management, retirement, tax, insurance and estate-planning advice to individuals and employers.

Cerity Partners Management LLC

Cerity Partners is a national wealth management and investment advisory firm, founded in 2009, serving individuals, families, businesses and nonprofits across the United States.

Goldman Sachs

Goldman Sachs is a global financial firm founded in 1869, providing Investment Banking, Asset Management and related services to institutions, governments and individuals.

Hightower Advisors

Hightower Advisors is an independent US wealth management firm (RIA) founded in 2008, providing investment, financial and retirement planning to individuals, foundations and family offices, alongside a technology-backed platform for independent advisers.