Alaris Acquisitions

Alaris Acquisitions is an M&A Advisory firm dedicated to wealth management. Alaris assists sellers in exploring partnership opportunities with the top buyers across the country. The founders of Alaris led the acquisition team that helped build the 2nd largest firm in the industry, United Capital. Their groundbreaking new model at Alaris is fast becoming the preferred pathway for firms to navigate the complexity of selling their business.

Charles Schwab Advisor Services

At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With over 30 years of experience serving independent advisors, we understand what it takes to help you meet your business goals. That’s how we deliver the level of support you need to take control of your destiny—and create the firm you want.

Cottonwood Communities, Inc.

CWREIT is a public, non-traded NAV REIT that offers investors the potential for current income and long-term growth with an exclusive focus on multifamily real estate in major U.S. metropolitan markets. CWREIT’s sponsor has significant experience in multifamily acquisitions, ownership, development and structured investments, and is led by a core executive management team with over 200 years of combined industry-related experience that has spent an average of the past 14 years together working on the day-to-day strategy of the company. As of June 30, 2022, CWREIT has a gross asset value of $2.5 billion representing over 10,200 multifamily units.

Fidelity Investments

Fidelity Institutional® (FI) is the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology and platform solutions they need to service their clients and grow their businesses.


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 500 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual.

FP Alpha

FP Alpha is an AI-driven, advanced planning platform that reads wills, trusts, tax returns, and insurance policies to summarize key data, identify actionable planning insights, and quantify the value of advice beyond investments. We are complementary to traditional retirement planning software and integrate with the top CRMs.

Greater Horizons

Greater Horizons is a leading provider of charitable giving services, offering client-focused solutions to individuals, families, companies, and institutions. We partner with professional advisors across the country to help them serve charitable clients through donor-advised funds and other charitable investment vehicles. For wealth management firms interested in securing a preferred charitable services provider, we offer a full-service, private-label giving platform to support their high-net-worth clients’ philanthropy, providing custom forms, fund administration, and world-class customer service.


Holistiplan is an award-winning tax planning software solution for advisors, built to systematize and automate the process of reviewing a client's tax return to uncover potential planning opportunities. Holistiplan’s software was created and designed by co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP® to accomplish what have been historically two competing goals in the financial services profession: to streamline the financial planning process for advisors while improving it for every client.

Judson Group

Judson Group is an Executive Search firm specializing in Wealth Management and working with RIAs, Single/Multi-Family Offices, and Trust Companies. We work nationwide and primarily offer Retained search services. Hunter Judson, Jr. founded the practice after advising UHNW clients at Bessemer Trust.

Live Oak Bank

Financial advisor businesses are the backbone of our country. It drives jobs, creates prosperity and boosts local economies. We’re proud to contribute to that growth by investing in financial advisors who own their business. When you bank with Live Oak, you can be proud too.

Whether you’re looking to build, buy or expand your business, let our team at Live Oak Bank be your guide. When you bank with us, it means your money is fueling the growth of small businesses across the country.

Orion Advisor Tech

Orion Advisor Solutions empowers financial advisors to better compete in an evolving advisory environment by thinking beyond technology – delivering an experience that pushes the standard limits of success and drives advisors to innovate, disrupt, and win. Our open architecture, end-to-end wealthtech suite powers advisors’ independence and choice. Our highly intuitive and configurable capabilities seamlessly connect all phases of the advisor/client journey and enable advisors to consolidate investment management programs into a single platform.

TIFIN Wealth

TIFIN Wealth is the first AI-powered platform designed to deliver personalization-led growth and real-time business intelligence for wealth management enterprises. Our modular solutions span public and private investments, financial planning, risk and personality assessments, client communication, and charitable giving. TIFIN Wealth's innovative intelligence packages prioritize growth opportunities with prospects and clients and facilitate next best actions.


TradePMR, a custodial services provider, works with growth-minded independent registered investment advisors to deliver innovative technology tools and white-glove support designed to help transform their businesses. Built by an RIA for RIAs, TradePMR's Fusion platform has been the top-rated custodial platform in advisor satisfaction in three out of the last four years in the T3/Inside Information Advisor Software Survey. TradePMR is a Member of FINRA/SIPC.


Founded in 1975, Vanguard is one of the world's most respected investment management companies. The firm offers investments, advice and retirement services, and insights to individuals, institutions, and financial professionals. Based in Malvern, Pennsylvania, Vanguard has offices worldwide and manages more than $7.5 trillion on behalf of more than 30 million clients.* Vanguard operates under a unique, investor-owned** structure and adheres 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.

*All figures are as of November 30, 2022. **Investor-owned means that fund shareholders own the funds, which in turn own Vanguard.


Wasatch is a research-driven, 100% employee-owned investment advisor, managing a family of no-load mutual funds. As small cap specialists, we pursue a disciplined approach to bottom-up, fundamental analysis to develop a deep understanding of the investment potential of individual companies. We deeply believe in our practices and back them up with our own time and investments.