25 companies

Wisepath Group

Wisepath Group provides integrated financial planning for families and small businesses, combining estate, retirement, long-term care and trust funding strategies.

Peak Retirement Planning, Inc.

A Columbus, Ohio financial advisory firm founded in 2020, providing retirement, tax, investment, income, health care and estate planning to clients with $1m or more saved.

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.

U.S. Bank

U.S. Bank is the fifth-largest U.S. commercial bank, offering personal and business banking, wealth management, mortgages, credit cards, and digital payments through Elavon.

Croghan Colonial Bank

An Ohio state-chartered community bank founded in 1888, offering personal and business banking, lending, wealth management and trust services across Northwest Ohio.

UMB Financial Corporation

UMB Financial Corporation, founded in 1913 in Kansas City, is a financial services company offering personal and business banking, wealth management and institutional services nationwide.

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.

Frost Bank

Frost Bank is a Texas bank founded in 1868 offering banking, investment and insurance products to Texans through more than 200 financial centers, with over $53 billion in assets.

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.

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.

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.

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.

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.

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.

HSBC

British multinational bank founded in 1865, serving over 40 million customers across more than 50 countries through retail, commercial, markets and private banking.

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.

Bank of Montreal

Bank of Montreal is a North American financial services company founded in 1817, offering personal and commercial banking, wealth management, and capital markets across Canada and the United States.

0000050599 RBC Dominion Securities Inc.

RBC Dominion Securities is part of RBC, a Canadian bank offering personal and commercial banking, wealth management, insurance, investor services and capital markets worldwide.

Regions Bank

Regions Bank is a US full-service bank, founded in 1971, providing consumer and commercial banking, wealth management and mortgage products across the South, Midwest and Texas.

DBS Bank, Australia Branch

Australia branch of DBS Bank, a Singapore-founded financial institution offering consumer and corporate banking, wealth management and global financial markets solutions.

Savant Wealth Management