SEI
SEI is a custodian for growth-minded RIAs with integrated open-architecture technology, wealth management solutions, and investment offering. A strategic business unit of SEI and serving the independent financial advisor market for nearly 30 years, Independent Advisor Solutions works with over 7,400 advisors and supports approximately $108 billion in advisors’ total platform assets (as of September […]
Stockbridge
Stockbridge manages approximately $33.9 billion in all major real estate property types across the United States. Founded in 2003, the firm is led by seasoned senior professionals averaging 25+ years of real estate industry experience. Stockbridge invests across the risk spectrum within a variety of structures on behalf of U.S. and foreign investors.
Flourish
Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 900 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.
STP ComplianceAdvisor
STP Investment Services helps financial firms navigate today’s complex investment and regulatory landscape by offering advanced outsourcing solutions for investment operations, fund administration, and compliance. STP ComplianceAdvisor is powered by experienced compliance professionals offering proactive, customized services to all types of investment advisers. STP partners with its clients, integrating fund administration, middle office and compliance […]
William Blair
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 […]
Altruist
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 […]
Nuveen
Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA, one of the world’s largest institutional investors and highly-rated insurance and retirement provider. With diverse expertise across income and alternatives, we invest in the growth of businesses, real […]
Dimensional Fund Advisors
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 […]
American Heart Association
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.
Charles Schwab
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 […]