26 companies

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.

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.

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.

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.

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.

Virtus Investment Partners

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.

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.

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.

JPMorgan Chase & Co.

JPMorgan Chase & Co. is a global financial services firm, founded in 1799, working across consumer banking, corporate and investment banking, commercial banking, and asset and wealth management in over 100 markets.

Ritholtz Wealth Management

Macquarie Group

Macquarie Group is a global financial services group founded in Sydney in 1969, working across asset management, banking, wealth management, advisory and financial markets in 30 markets.

Empower

Empower administers retirement plans and provides wealth management, investment accounts and advisory services in the United States, supported by a digital financial platform.

Wealth Enhancement Group

Independent wealth management firm (founded 1997) providing team-based financial planning and investment management to over 80,000 U.S. households via 140+ offices.

711 MS Smith Barney, LLC

A global financial services firm founded in 1935, providing investment banking, capital markets, and technology platforms, with analyst programs and technology roles.

TIAA

TIAA is a US financial services firm founded in 1918, providing retirement plans, annuities, investments and banking to professionals in education, healthcare, research and culture.

J.P. Morgan

J.P. Morgan is a global financial services firm offering investment, commercial, consumer and wealth banking, payments and markets operations, with over 60,000 technologists.

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.

Savvy Wealth

Charles Schwab Inc.

Charles Schwab Inc. is a US financial services firm offering brokerage, banking, retirement, wealth management and investment advisory services, with about $11.9 trillion in assets under management.

Richardson Wealth

Independent Canadian wealth management firm offering investment advice, retirement and estate planning, tax optimisation and insurance solutions, supporting advisors with custom funds and off-market opportunities.

Mariner

Mariner is a privately held national wealth management firm offering integrated tax, estate, trust, insurance, investment banking and valuation services to individuals and businesses.

Focus Partners Wealth