Thank You to Our Sponsors

The 2026 Large Firm Forum wouldn’t be possible without the generous support of our sponsors. Their contributions help make this event a premier experience for all attendees, bringing innovative solutions, valuable insights, and essential resources to the table.

Sponsors

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 tap into when you choose Schwab as your custodian.

Vanguard

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 $10.0 trillion* on behalf of more than 50 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.

*Note: All figures as of March 31, 2025. **Investor-owned means that fund shareholders own the funds, which in turn own Vanguard.