Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with approximately 2,200 independent financial advisors overseeing more than $296 billion*** in assets nationwide by visiting www.commonwealth.com.
Jump is the AI Meeting Assistant for financial advisors. Advisors used to spend 18 hours per week on meeting related admin (notes, tasks, client emails, CRM logging). Jump uses AI to help you get that time back so you can serve more clients or go home early. Generate pre-meeting prep, meeting notes in your style, and task lists, then sync to CRM with one click. Do your post meeting work in 5 min, not 45. Jump is only for advisors, 100% customizable to your style, and is compliant and secure.
Libretto is a new way to do planning and asset allocation. No risk questionnaires, no Monte Carlos; Libretto’s liability-driven planning framework helps advisors implement comprehensive lifecycle planning, design total wealth portfolios and deliver a personalized client experience. Build more robust solutions for your clients and join us in shaping the future of financial advice.
As part of Midland National Life Insurance Company, Midland Advisory specializes in solutions that help meet the needs of registered investment advisors (RIAs) and their clients—solutions that help mitigate risk, offer opportunity, and instill retirement confidence. We understand your commitment to your clients and to your advisory practice.
Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app. Learn more at https://www.altruist.com and follow Altruist on X @altruist.
Managing Money, Making an Impact: Let's invest to make a difference in your life and the lives of others. Together we can become a powerful force for good.Being client-centric with a performance-first focus was the initial step—but not the end of the story. The vision has grown to include significant, ongoing contributions to humanity through breakthrough medical research. It's how we help our clients Prosper With Purpose.
The American Heart Association’s Professional Advisor Network serves attorneys, financial advisors, estate planners, CPAs, and other professional advisors across the country. The Professional Advisor Network provides complimentary resources and education to enhance the admirable work of advisors as they empower clients to make a lifesaving impact today or with their legacy.
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). We are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity. Together, we can help you take your business further. Get started by discovering the breadth of services you can tap into when you choose Schwab as your custodian.
Dimensional Fund Advisors has been applying financial science to investing since 1981. Our firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise working to outperform benchmarks and peers while maintaining low costs and diversification. We go where the science leads, continually innovating to improve outcomes for investors. As of September 30, 2024, Dimensional and its affiliates managed $794 billion worldwide.
Federated Hermes, Inc. is a global leader in active, responsible investing, with $779 billion in assets under management, as of March 31, 2024. Guided by our conviction that responsible investing is the best way to create wealth over the long term, Federated Hermes offers world-class investment management and engagement services. Our products span equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies and a range of separately managed accounts, distributed through institutions and intermediaries worldwide.
Osterweis Capital Management was founded in 1983 to serve the portfolio management needs of high net worth individuals. We believe the best way to protect and grow assets is through carefully selected, high conviction portfolios that can capture upside while helping to protect on the downside. We manage over $6 billion in assets between our equity and fixed income investment strategies, which are available through mutual funds and separate accounts.
Established in 1986, Stonecrest has successfully underwritten over 1.5 billion in residential and commercial loans while offering steady profits to our investors. We have multiple revenue channels in both Acquistion and Private Debt Funds. With 38 years experience, our dedicated professional have provided steady monthly income and overall portfolio yield as an alternative to bonds.
Vanguard is one of the world's most respected investment management companies, offering a broad selection of investments, advice, retirement services, and insights to individual investors, institutions, and financial professionals. We operate under a unique, investor-owned structure and adhere to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
William Blair is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, and emerging markets debt. William Blair is based in Chicago with global resources providing expertise and solutions to meet our clients’ evolving needs.
Holistiplan is an award-winning financial planning tool specializing in tax and insurance risk management, soon expanding to estate planning. Its OCR technology scans tax returns to generate client-facing Tax Reports in 45 seconds, highlighting planning opportunities. The Scenario Analysis tool models scenarios like Roth conversions and charitable giving. Holistiplan’s Insurance Risk Management tool identifies coverage gaps in Home, Auto, and Umbrella policies. Trusted by over 30,000 users since 2019, it's a leader in tax planning software.
Silicon Valley Community Foundation partners with financial planners to help them strategically support their clients' charitable goals. SVCF is the largest community foundation in the world, with $14 billion in charitable assets; we deployed over $4.5 billion in charitable grants in 2023 alone. We look forward to supporting your charitable planning practice.
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