2026 FPA NorCal Conference
Our Partners
Elevating the Financial Planning Community
2026 Platinum Partners
Carson is the wealth management firm for advisors seeking a future-forward, strategic growth partner. Beyond the basics of back-office support, our consultation and hands-on execution keep firms ahead of the curve.
Federated Hermes, Inc. is a leading global investment manager. Guided by our conviction that responsible investing is the best way to create wealth over the long term, our investment solutions span equity, fixed-income, alternative/private markets, multi-asset and liquidity strategies and a range of separately managed accounts, distributed through intermediaries worldwide.
Midland Advisory, as part of Midland National® Life Insurance Company, is dedicated to offering fee-only annuity and other solutions that meet the unique needs of RIAs, advisors, and their clients.
Nuveen is a global investment leader, managing $1.4T in public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. With broad expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our 125 year heritage. Nuveen. Invest like the future is watching.
2025 Paladium Wi-Fi Partners
2026 Gold Partners
At Allworth Financial, we’re redefining what it means to grow with purpose. As one of the fastest-growing independent wealth management firms in the nation, we’re building a best-in-class platform with like-minded advisors who share our vision for excellence, innovation, and integrity.
Altruist helps RIAs give clients their best. We’re a modern custodian. We only work with RIAs and advisors who have a fiduciary responsibility to their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone. We do this by simplifying everything RIAs need to do their best work—onboarding, funding, trading, portfolio management, billing, reporting, and more—in ways that help their clients keep fees low and reach their goals faster.
Avantis Investors was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for outperformance with the consistency of indexing.
The American Heart Association's Professional Advisor Network supports you with estate and philanthropic solutions to help you offer your clients meaningful options to reach their unique personal and financial goals. The Network is designed to increase your knowledge of both charitable giving and the latest tax legislation while assisting the Association with it's mission to save more lives from cardiovascular diseases and stroke.
Astoria is a high conviction, boutique asset management firm based in NYC. Founded in 2017 by John Davi, a 20+ year Wall Street veteran, Astoria brings institutional caliber research and portfolio analytics to create robust and thoughtful investment portfolios. Astoria serves as an outsourced CIO to finanncial advisors and is also the sponsor of exchange traded funds. Astoria directly manages or advises approximately $2.7B in assets under management. More information can be found at https://www.astoriaadvisors.com/
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 is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of June 30, 2025, Dimensional and its affiliates manage $853 billion in USD for investors worldwide.
eLegacy Law is an online legal service with nation-wide estate planning expertise. We provide a full-scale, approachable, proven process providing peace mind - all from the comfort of the clients home.
Global X ETFs is a New York based provider of exchange-traded funds (ETFs) founded in 2008, focused on delivering innovative, research-driven investment solutions across thematic growth, income, international markets, commodities, and core exposures. The firm manages over $70 billion in ETF assets and is known for helping investors access disruptive trends and hard-to-reach areas of the global economy.
Golsan Scruggs is a boutique insurance brokerage focused on insuring asset managers nationwide, currently serving over 2,300 RIAs and emphasizing consultation and education to earn client trust. While offering full-service property and casualty solutions, our core expertise is in Professional Liability (E&O), Cyber Liability, Crime, and bonding coverage for Registered Investment Advisors, Broker Dealers, and Private Fund Managers, supported by a dedicated 14-person asset management team based on the West Coast with a national reach.
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 $8 billion in assets between our equity and fixed income investment strategies, which are available through mutual funds and separate accounts.
Saturna Capital combines independent, family-owned leadership with a conservative, values-driven investment philosophy to deliver low-risk, long-term financial solutions that align with clients’ ethical and life goals. Rooted in a culture of excellence, sustainability, and education, Saturna builds meaningful relationships with investors through personalized guidance, a holistic product suite, and a steadfast commitment to preserving and growing capital.
Stonecrest has a long track record of investment fund management with a focus on distressed real estate assets and private lending funds. Stonecrest has delivered consistant, strong returns for our investors while offering portfolio divesification and overall yeild boost. Our funds are a great fixed income alternative to bonds and offer no correlation to a flutuating stock market. As an Alternative Investment, our funds can De-Risk portfoios through market swings.
Symmetry Partners provides investment strategies and business solutions that empower Financial Advisors to deliver an enhanced client experience. Guiding your clients to make investments that align with their objectives. Building and maintaining your business. Planning for the future. Your goals inspire us to deliver optimized solutions to help you reach them.
The American College of Financial Services remains the best investment for aspiring professionals, enterprise leaders, and organizations, delivering applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society. It's a mission rooted in history and focused on the profession’s future.
Founded in 1975 on a mission to stand up for investors and give them the best chance for success, Vanguard continues that commitment today through a global team of 450+ investment professionals with deep expertise and a long-term perspective across asset classes and strategies. Our teams are focused on delivering strong client outcomes, with portfolio managers’ compensation tied to fund performance, disciplined risk management, and a collaborative culture that treats investors’ assets with the same care as our own.
2026 Tech Lounge Partners
Born from a mission to transform the existing fractured, friction-filled experience for advisory firms, Advyzon's single source platform concept is elegantly simple in explanation and execution. The fully integrated solution seamlessly combines technology and investment management to meet the needs of all firms and has been designed in a modular capacity so firms can easily leverage the capabilities that support their business growth. Advyzon's full-service system is built for ongoing innovation. Because unified data flows smoothly through the entire system, Advyzon's team, made up of 50% engineers and product specialists, can implement changes and feedback in hours or days, not weeks or months, helping firms leveraging their platform leapfrog competitors hamstrung by disparate, legacy tech systems. And that modern, proprietary architecture also enables the unified platform to be distinctly configurable for every firm and every advisor. The result? Seventy percent of advisors using Advyzon reported a 30% increase in efficiency and time savings versus other platforms. A deeply customizable and comprehensive wealth management experience, Advyzon brings together all the tools advisors need to do their best work in the best way for them, redefining excellence, value, and partnership.
Built by Certified Financial Planners® who understand the daily challenges advisors face, Quivr is an award-winning, purpose-built platform designed specifically for financial planning firms. It unites client data, workflows, and milestones into one intuitive system—helping advisors stay organized, efficient, and focused on delivering exceptional client experiences.
Slant is an AI-native operations hub for financial advisors. Most advisory firms rely on fragmented, hub-and-spoke tech stacks because traditional CRMs are underpowered. Slant replaces that model by making the CRM a system of action as well as a system of record. With AI chat, workflow automation, meeting notes, data enrichment, and prospecting built directly into the platform, advisors can consolidate their tech stack, automate routine work, and spend more time building client relationships.
Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic financial advice. Learn more at www.justvanilla.com
2026 Silver Lounge Partners
Most independent advisors grow faster than their operations. We help RIAs, wealth management teams and solo advisors clean up messy workflows, train underused teams, and align their tech so every client gets the same high-level experience, every time. We resolve operational weaknesses and revenue leaks that affect client service, team morale, and leadership capacity.
EncorEstate Plans enables the trusted financial advisor to fix the broken estate planning experience by providing the technology and support needed to end client procrastination. Our software and team provide beautiful visual estate plan summaries and enable advisors to facilitate uncovering and updating out of date estate plans in minutes. Encore is the only end to end estate planning platform with human quality control review of every document, that enables the advisor to facilitate the client experience, and provides deed filing for trust based estate plans.
Gemifi is purpose-built equity compensation planning software for financial advisors that replaces spreadsheets and guesswork with optimized, actionable trading plans for clients with stock options and RSUs. It helps advisors navigate the complex tax and timing decisions around ISOs, NQOs, RSUs, and ESPPs by modeling scenarios, projecting tax impacts, and aligning strategies with client goals like minimizing taxes, diversifying sooner, or generating cash flow. Built by the team at Brooklyn FI and refined with real clients, Gemifi turns a time-consuming, error-prone process into a repeatable, strategic service that helps advisors win more clients, serve them better, save time, and grow AUM.
Trust Administrations and Probates in California require a new approach. When not prioritized, the process is often slow, arduous and expensive. Unlike any other firm, TrustParencyPC is dedicated to improving the experience of trust administrations and probates, providing a modern, cost-effective alternative by using new technology and a streamlined process. We believe in rewarding those who plan ahead with straightforward and transparent trust administration. Beneficiaries, including families and loved ones have a right to know how the process is unfolding. Trustees deserve solid advice and a we often promote a collaborative approach which often deescalates senstive and emotional situations. Our tech-driven solutions streamline tasks, allow families to have visibility during the administration, and enable clients to choose their level of involvement while ensuring the seamless execution of the deceased’s intentions. We offer many levels of service especially for out of state Trustees and Executors.