SEI
Our model combines decades of stability with the flexibility RIAs need, so you can design your own ecosystem and operate your business, your way. Learn more at seic.com/advisors.
Zocks
Zocks is a privacy-first, AI Platform that assists financial advisors (and reps) with automated client meeting prep, note taking during virtual and in-person meetings, post meeting follow ups, and personalized email communications – all without recordings. Plus, Zocks seamlessly integrates with CRM to save time and keep records up to date.
Altruist Corp.
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, […]
Federated Hermes
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.
Jump
Jump is the #1 AI-powered operating system for financial services professionals. Transforming the wealth tech industry since launching in 2023, Jump reduces busywork by automating meeting prep, note-taking, recaps, follow-ups and CRM updates. The platform also deepens advisor relationships with clients by surfacing growth insights like held-away assets, while embedding industry-leading compliance. Jump is the […]
Allworth
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.
First Trust Advisors
First Trust was established in 1991 with a mission to offer trusted investment products and advisory services. We’re inspired every day by how financial professionals and their customers use our products and services to define goals, solve problems and develop long-term strategies.
Dimensional Fund Advisors
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 […]
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 […]
Saturna Capital Corporation
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 […]