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361 Capital
filed under: Asset Manager for RIAs

401(k) Rekon
filed under: Tech: Other, Other

401kAdministrators.com
filed under: 401k Plan Consultant, Compliance Expert, Third Party Administrator

401khelpcenter.com
filed under: Marketing Firm, RIA Publication

6WebDesign, LLC
filed under: Consulting Firm, Marketing Firm, Tech: Other

A&S Global Management Consulting, Inc.
filed under: Conference, Consulting Firm, Other

A.S.A.P. Advisor Services, Inc.
filed under: Manager Research, Marketing Firm, Outsourcer

ABARIS+Advantage
filed under: Asset Manager for RIAs, ETF Manager, TAMP

AXZM
filed under: Tech: Other, Marketing Firm, Consulting Firm

Abakus R&C LLC
filed under: Consulting Firm, Performance Reporting, Tech: Other

Acacia Planning LLC
filed under: Advisory Firm, Alternative Investments, ETF Manager

Acceleration Retirement
filed under: Marketing Firm, Outsourcer, RIA Set-up Firm

Act4Advisors - Allied Financial Software, Inc.
filed under: CRM Software, Tech: Other

ActiFi, Inc.
filed under: Consulting Firm

Actiance, Inc.
filed under: Blog/Social Networking Tool, Compliance Expert, Tech: Other

Actionable Strategies
filed under: Consulting Firm, Outsourcer

Actuarial Designs & Solutions, Inc.
filed under: 401k Plan Consultant, Third Party Administrator

Addepar

Addepar
filed under: Portfolio Management System, Performance Reporting, Alternative Investments
Addepar is a wealth management platform that empowers financial advisors with the tools required to ...

Ademero, Inc
filed under: CRM Software, Tech: Other

Adhesion Wealth Advisor Solutions Inc.
filed under: Asset Manager for RIAs, Manager Research, Outsourcer, Performance Reporting, TAMP, Portfolio Management System, Trading/Rebalancing

Advanced Advisor Consulting
filed under: Consulting Firm

Advanced Funds
filed under: Alternative Asset Custodian

Advanced Practice Advisors
filed under: Tech: Other, RIA Welcoming Breakaways, RIA Set-up Firm, RIA Serving Other RIAs, RIA Seeking to Hire Advisors, Other, Consolidator/Roll-up Firm, Advisory Firm

Advanced Regulatory Compliance, Inc.

Advanced Regulatory Compliance, Inc.
filed under: Regulatory Consultant, RIA Set-up Firm, Compliance Expert
RIA registration, plain English Form ADVs, mock audits and ongoing compliance support.

Advent Software
filed under: Portfolio Management System

Advice Dynamics Partners
filed under: Consulting Firm, Mergers and Acquisition Firm

AdviceAmerica
filed under: Financial Planning Software, Portfolio Management System

Advisor Consultant Network
filed under: Regulatory Consultant, Tech: Other

Advisor Growth Strategies, LLC
filed under: Consulting Firm, RIA Set-up Firm, Specialized Breakaway Service

Advisor Impact
filed under: Other

Advisor Intelligence
filed under: TAMP

Advisor Partners
filed under: TAMP, Asset Manager for RIAs

Advisor Placement Group
filed under: Consulting Firm, Recruiter, Regulatory Attorney

Advisor Software Inc.
filed under: Financial Planning Software

Advisor Tech Tools
filed under: Blog/Social Networking Tool, RIA Publication, Tech: Other

Advisor Websites
filed under: Tech: Other, Marketing Firm, Blog/Social Networking Tool

AdvisorAssist
filed under: Compliance Expert, Consulting Firm, RIA Set-up Firm, Regulatory Consultant, Specialized Breakaway Service

AdvisorReady Branded Websites
filed under: Marketing Firm

AdvisorTweets.com
filed under: Blog/Social Networking Tool

Advisors Assistant
filed under: CRM Software, Portfolio Management System, Tech: Other

Advisors Institutional Services
filed under: 401k Plan Consultant, Outsourcer, Regulatory Consultant

Advisory Alpha
filed under: TAMP, Asset Manager for RIAs, Advisory Firm

Advisory Data Solutions, LLC
filed under: Consulting Firm, Outsourcer, Portfolio Management System

AdvisoryWorld

AdvisoryWorld
filed under: Tech: Other, Performance Reporting, Financial Planning Software
AdvisoryWorld's SCANalytics Portfolio Analytics, Investment Planning and Asset Allocation Software enables advisors to easily and ...

Aite Group
filed under: Consulting Firm

Alacra Pulse
filed under: Portfolio Management System, Financial Planning Software, Blog/Social Networking Tool

AllBackoffice Consulting
filed under: Performance Reporting, Outsourcer, Consulting Firm

Alpha Investment Management
filed under: Alternative Investments, Asset Manager for RIAs, Separate Account Manager

Alpha Performance Verification Services
filed under: Compliance Expert, Performance Reporting

AlphaClone LLC
filed under: Asset Manager for RIAs, Manager Research, RIA Serving Endowments/Foundations

Alta Trust
filed under: Trust Company

AltaStreet Financial Website Design
filed under: Marketing Firm

Altegris
filed under: Asset Manager for RIAs, Manager Research, Mutual Fund

America's Retirement System
filed under: 401k Plan Consultant

American Independence Funds
filed under: Mutual Fund, Separate Account Manager

American Pension Services, LLC
filed under: Third Party Administrator

AppCrown, LLC

AppCrown, LLC
filed under: Tech: Other, Outsourcer, CRM Software
AppCrown is the market leader for delivering comprehensive wealth management solutions by integrating critical back ...

Aqumulate
filed under: Account Aggregator

Argentus Partners, LLC

Argentus Partners, LLC
filed under: Trading/Rebalancing, TAMP, RIA Welcoming Breakaways, RIA Serving Other RIAs, Portfolio Management System, Outsourcer, Asset Manager for RIAs, Account Aggregator
Discover the Argentus difference: -The Entrepreneurial Instinct to deliver what matters most to our advisors...the ...

Arkovi Social Media Archiving
filed under: Blog/Social Networking Tool, Compliance Expert, Tech: Other

Ascendant Compliance Management
filed under: Compliance Expert, Consulting Firm, Regulatory Consultant

Ascensus
filed under: Third Party Administrator

Ask Trak Financial Planning Software
filed under: Financial Planning Software

Asset Dedication
filed under: Asset Manager for RIAs, RIA Serving Other RIAs

AssetBook
filed under: Performance Reporting, Portfolio Management System, Third Party Administrator

AssetBook, Inc.
filed under: Portfolio Management System, Financial Planning Software, CRM Software

Assette
filed under: Outsourcer, Performance Reporting, Tech: Other

Aston Asset Management
filed under: Asset Manager for RIAs, Mutual Fund

Athelon Wealth Management, LLC
filed under: Advisory Firm

B-Ready Outsourcing Solutions, Inc.
filed under: Outsourcer

BAM Advisor Services
filed under: Asset Manager for RIAs, TAMP

BDFinder.com
filed under: Marketing Firm, Recruiter

BNY Mellon
filed under: Asset Custodian

BWF Private Loan Fund LLC
filed under: Asset Manager for RIAs, Mutual Fund

Back Office Connection, Inc.
filed under: Outsourcer

Back Office Support Service (BOSS)
filed under: Consulting Firm, Outsourcer, Performance Reporting

BackOffice Alliance, LLC
filed under: Compliance Expert, RIA Set-up Firm, Regulatory Consultant

Baer Software
filed under: Tech: Other, CRM Software, Account Aggregator

Balance Financial
filed under: Tech: Other, Financial Planning Software, CRM Software

BaySys Technology LLC
filed under: Consulting Firm, Outsourcer, Portfolio Management System

Bedford and Main Financial Consulting, Inc.
filed under: Consulting Firm

Benefit Plans Plus, LLC
filed under: Third Party Administrator, 401k Plan Consultant

Berwyn Funds
filed under: Mutual Fund

Biltmore Money
filed under: RIA Seeking to Hire Advisors, RIA Serving Endowments/Foundations, RIA Welcoming Breakaways

BingoCRM
filed under: CRM Software

Black Diamond (An independent business group of Advent)

Black Diamond (An independent business group of Advent)
filed under: Trading/Rebalancing, Portfolio Management System, Performance Reporting, Outsourcer
An independent business group of Advent Software, Black Diamond provides investment advisors and wealth managers ...

Blaze Portfolio Systems
filed under: Trading/Rebalancing

BloodhoundSystem.com
filed under: Financial Planning Software, Portfolio Management System

Blue Chip Financial Public Relations, Inc.
filed under: Public Relations Firm

Blue Marlin Partners
filed under: Public Relations Firm, Marketing Firm

Blue Prairie Group
filed under: 401k Plan Consultant, RIA Seeking to Hire Advisors, RIA Serving Endowments/Foundations

Blue Water Capital Management
filed under: RIA Serving Endowments/Foundations, RIA Serving Other RIAs, Third Party Administrator

Blueleaf
filed under: Account Aggregator, Performance Reporting

BondWave LLC
filed under: Asset Manager for RIAs, Portfolio Management System, RIA Serving Other RIAs

Born To Sell Covered Calls
filed under: Financial Planning Software, Portfolio Management System, Trading/Rebalancing

Boslego Risk Services

Boslego Risk Services
filed under: Consulting Firm
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Bradford Compass Consulting, LLC
filed under: Marketing Firm, Consulting Firm

Bridge Marketing
filed under: Marketing Firm

BridgePortfolio
filed under: Portfolio Management System

Briefing.com (Live Market Analysis and Research for RIA's)
filed under: Blog/Social Networking Tool, Manager Research, RIA Publication

BrightScope, Inc.
filed under: Data and ratings for RIAs

Brightgreen Design
filed under: Marketing Firm, Other, Tech: Other

Brinker Capital
filed under: Asset Manager for RIAs, Separate Account Manager

Broadcort
filed under: Asset Custodian

Brookstone Capital Management, LLC
filed under: RIA Welcoming Breakaways, RIA-Friendly Broker-Dealer

Bryan Hill Attorney at Law
filed under: Regulatory Attorney, Attorney

Bull's-eye Financial Communications
filed under: Marketing Firm

ByAllAccounts
filed under: Account Aggregator

Byrnes Consulting, LLC
filed under: Public Relations Firm, Other, Marketing Firm, Consulting Firm

C. LaBastille Consulting
filed under: Compliance Expert, RIA Set-up Firm, Regulatory Consultant

CEFEX, Centre for Fiduciary Excellence
filed under: Other

CFO Capital Partners
filed under: Consolidator/Roll-up Firm, Consulting Firm, Mergers and Acquisition Firm

CLS Investments, LLC
filed under: Asset Manager for RIAs, ETF Manager, TAMP

CONCERT Advisor Services
filed under: RIA Welcoming Breakaways, RIA Set-up Firm, RIA Serving Other RIAs, Consolidator/Roll-up Firm

Callan Associates Inc.
filed under: Manager Research

Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.
filed under: RIA-Friendly Broker-Dealer
Cambridge is an independent broker-dealer that offers a hybrid model to RIAs. If a rep-advisor ...

Cantella & Co., Inc.
filed under: RIA Seeking to Hire Advisors, RIA Serving Other RIAs, RIA-Friendly Broker-Dealer

Capital Market Consultants
filed under: Asset Manager for RIAs, Consulting Firm, Manager Research

Captools Company
filed under: Performance Reporting, Portfolio Management System

Carr Butterfield, LLC Attorneys
filed under: Specialized Breakaway Service, Regulatory Attorney, RIA Set-up Firm

Carr, John T., Attorney at Law
filed under: Specialized Breakaway Service, Regulatory Consultant, RIA Set-up Firm, Attorney

Cedarwinds Investment Management
filed under: Advisory Firm, ETF Manager

Ceros Financial Services, Inc.
filed under: Asset Custodian, RIA Welcoming Breakaways, RIA-Friendly Broker-Dealer

Certified Financial Planner Board of Standards
filed under: Association

Cerulli Associates
filed under: Consulting Firm

Cetera Financial Group

Cetera Financial Group
filed under: RIA-Friendly Broker-Dealer

Cheshire Wealth Manager
filed under: Financial Planning Software

Chrome Asset Management
filed under: RIA Seeking to Hire Advisors, Advisory Firm

Citizens Financial
filed under: Financial Planning Software

Clear View Wealth Advisors LLC
filed under: Outsourcer, RIA Serving Other RIAs, RIA Welcoming Breakaways

Client Advisor Support Solutions
filed under: Consulting Firm, Outsourcer, Specialized Breakaway Service

Cogency Software
filed under: Portfolio Management System, Performance Reporting

Cogent Research
filed under: Other

Cognito PR
filed under: Public Relations Firm, Marketing Firm, Consulting Firm

Cole-Frieman & Mallon LLP
filed under: Regulatory Attorney, RIA Set-up Firm, Compliance Expert, Attorney

Commonwealth Financial Network

Commonwealth Financial Network
filed under: Tech: Other, RIA-Friendly Broker-Dealer
Commonwealth is the smart alternative for advisors who want to grow their business and increase ...

ComplianceMAX
filed under: Tech: Other

ComplianceWorks Inc.
filed under: Compliance Expert

Comprehensive Securities Compliance Solutions, Inc.
filed under: RIA Set-up Firm, Consulting Firm, Compliance Expert

Concenter Services, LLC.
filed under: CRM Software, Consulting Firm, Document Management

ConnectRoot
filed under: Recruiter, Marketing Firm, Consulting Firm

CoreStates Capital Advisors, LLC
filed under: RIA Serving Other RIAs, RIA Serving Endowments/Foundations, RIA Seeking to Hire Advisors, Advisory Firm

Credit Suisse Securities USA LLC
filed under: Asset Custodian, Outsourcer, RIA-Friendly Broker-Dealer

Creekmore Insurance Group, Inc.
filed under: Insurance

Crosspoint Capital Management
filed under: Asset Manager for RIAs, Separate Account Manager

Crystal Capital Partners
filed under: Alternative Investments, RIA Serving Other RIAs

DCarsonCPA.com
filed under: Accountant Serving RIAs, Consulting Firm, Regulatory Consultant

DMK Holdings
filed under: Consulting Firm

Dark Horse Wealth LLC
filed under: Advisory Firm

DeVoe & Company
filed under: Mergers and Acquisition Firm, Consulting Firm

Dedicated Defined Benefit Services
filed under: Consulting Firm, Marketing Firm, Third Party Administrator

Deerfield Financial Advisors, Inc.
filed under: Advisory Firm

Diamond Consultants
filed under: Recruiter

Digital Retirement Solutions
filed under: 401k Plan Consultant, Third Party Administrator

Docupace
filed under: Other, Outsourcer

Dynamic Wealth Advisors
filed under: Performance Reporting, RIA Serving Other RIAs, RIA Welcoming Breakaways, TAMP

Dynasty Financial Partners

Dynasty Financial Partners
filed under: Consulting Firm, RIA Set-up Firm, Specialized Breakaway Service
Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial ...

E S Yetman Advisors LLC
filed under: Advisory Firm

ECHELON Partners
filed under: Consulting Firm, Mergers and Acquisition Firm, Specialized Breakaway Service

EM Capital Management, LLC - EM Capital India Gateway Fund (EMINX)
filed under: Asset Manager for RIAs, Mutual Fund, RIA Serving Endowments/Foundations

ETFreplay.com, Inc.
filed under: Consulting Firm, Manager Research

EasyAppsOnline
filed under: Insurance, Tech: Other

Edgilent Corp
filed under: Consulting Firm

Eisenman Associates Graphic & Web Design
filed under: Tech: Other, Marketing Firm

Ekon Benefits
filed under: Third Party Administrator, 401k Plan Consultant

Elevating Your Business
filed under: Other, Marketing Firm, Consulting Firm

Elite Advisor Consulting, LLC
filed under: Recruiter, Consulting Firm

Elite Advisor Group
filed under: Marketing Firm

Emerald Connect
filed under: Marketing Firm

Empaxis Data Management
filed under: Specialized Breakaway Service, RIA Set-up Firm, Outsourcer

Endeavour Investment Partners
filed under: Marketing Firm, Consulting Firm

Endowment Wealth Management, Inc.
filed under: ETF Manager, RIA Serving Endowments/Foundations, RIA Welcoming Breakaways

Envestnet Inc.
filed under: Outsourcer, Portfolio Management System, TAMP

Envestnet | Prima
filed under: Consulting Firm, Manager Research, Tech: Other

Envestnet | Tamarac

Envestnet | Tamarac
filed under: Trading/Rebalancing, Portfolio Management System, Performance Reporting, CRM Software
Tamarac provides institutional level technologies and outsourced portfolio management services to independent advisors – both ...

Envision Financial Systems
filed under: Portfolio Management System, Other, CRM Software

Equilar Atlas
filed under: Blog/Social Networking Tool, Marketing Firm, Tech: Other

Equity Advisor Solutions

Equity Advisor Solutions
filed under: Tech: Other, Asset Custodian
Equity provides complete custody* and back-office solutions to advisors of all asset sizes. With flexible ...

Equity Capital Research Group
filed under: Other

Erado

Erado
filed under: Tech: Other, Compliance Expert, Blog/Social Networking Tool
The four elements of Erado's fully integrated Elements(™) Compliance Platform are: o Archiving – implement ...

Evolutionize, LLC
filed under: Blog/Social Networking Tool, Consulting Firm, Marketing Firm

Evolve Partner Group
filed under: Consulting Firm

Excella
filed under: Consulting Firm, Marketing Firm

Excelsus Capital Management
filed under: Advisory Firm

ExecPlan Express Personal Financial Planning Software
filed under: Financial Planning Software

Experienced Advisors Recruiting, LLC
filed under: Consulting Firm, Recruiter

External IT
filed under: Tech: Other, Specialized Breakaway Service, Outsourcer

FA Insight
filed under: Consulting Firm

FI360
filed under: Other, Financial Planning Software, Association

FP Transitions
filed under: Business Broker

FPA Experience 2011
filed under: Conference

FPPad.com
filed under: Consulting Firm

FSC Securities Corporation
filed under: RIA-Friendly Broker-Dealer

FTJ FundChoice, LLC
filed under: Asset Manager for RIAs, Portfolio Management System, TAMP

FallLine Strategic Advisors LLC
filed under: Specialized Breakaway Service, RIA Set-up Firm, Consulting Firm

Family Office Exchange
filed under: Association, Consulting Firm

Family Wealth Alliance
filed under: Association

Family Wealth Management
filed under: 401k Plan Consultant

Family Wealth Services, LLC
filed under: Advisory Firm

FamilyOfficeNetwork
filed under: Tech: Other

Fee Disclosure Advisory Services. LLC
filed under: Consulting Firm

FiComm Partners, LLC

FiComm Partners, LLC
filed under: Public Relations Firm, Marketing Firm, Consulting Firm
We provide "credibility marketing" for RIAs, and to RIAs. Our services include PR counsel, media ...

Fidelity Institutional Wealth Services
filed under: Asset Custodian

Fiduciary Benchmarks
filed under: Data and ratings for RIAs, Other, Tech: Other

Fiduciary Compliance Associates LLC
filed under: Compliance Expert, Consulting Firm, Regulatory Consultant

Fiduciary Consulting Group, Inc.
filed under: Consulting Firm, Compliance Expert, 401k Plan Consultant

Fiduciary Doctors, LLC
filed under: Other

Fiduciary Foresight, LLC
filed under: Regulatory Consultant, Compliance Expert

FinFolio

FinFolio
filed under: Portfolio Management System
FinFolio provides portfolio management software to investment advisors and money managers. A new company, founded ...

Finance Logix
filed under: Financial Planning Software

Financial Computer Services, Inc.
filed under: Consulting Firm, RIA Welcoming Breakaways, Tech: Other

Financial Engines
filed under: 401k Plan Consultant

Financial Media Group, LLC
filed under: Data and ratings for RIAs, Marketing Firm, Recruiter

Financial Perspectives
filed under: RIA Publication

Financial Planning Association
filed under: Association

Finetooth Consulting

Finetooth Consulting
filed under: Specialized Breakaway Service, Recruiter, Consulting Firm
Finetooth Consulting provides Retail & Institutional Transition Advisory and Practice Advisory services to Financial Advisors, ...

First Allied Securities
filed under: RIA-Friendly Broker-Dealer

First Bridge
filed under: Data and ratings for RIAs, Financial Planning Software

First Clearing
filed under: Other

First Rate, Inc.
filed under: Performance Reporting, Portfolio Management System, Tech: Other

FirstPoint Partners, LLC
filed under: Recruiter, Consulting Firm

FirstSouthwest Company
filed under: Asset Custodian, Specialized Breakaway Service, Trading/Rebalancing

Focus Financial Partners, LLC
filed under: Consolidator/Roll-up Firm

FocusPoint Solutions

FocusPoint Solutions
filed under: Trading/Rebalancing, Performance Reporting, Outsourcer
FocusPoint Solutions is an established leader in the back office outsourcing space, providing premium services ...

Folio Institutional
filed under: Asset Custodian

FolioDynamix
filed under: Portfolio Management System, TAMP, Trading/Rebalancing

Fore Street Advisory Solutions Limited LLC
filed under: Consulting Firm, Marketing Firm, Public Relations Firm

Forefield Advisor
filed under: Outsourcer

Forefield, a division of Broadridge Financial Solutions
filed under: Marketing Firm, Financial Planning Software, Tech: Other

Formula Investing
filed under: Asset Manager for RIAs

Fortigent, LLC

Fortigent, LLC
filed under: TAMP, Performance Reporting, Outsourcer, Manager Research, Account Aggregator
Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, ...

ForwardPro Partners
filed under: Consulting Firm, Marketing Firm, RIA Serving Other RIAs

Founders Partners
filed under: Consulting Firm, Mergers and Acquisition Firm

Fourth Quadrant Asset Management
filed under: Advisory Firm, Asset Manager for RIAs, RIA Serving Other RIAs

Fox Point Programs, Inc.
filed under: Insurance

Frank Faust & Associates
filed under: Business Broker

Franklin Square Capital Partners
filed under: Asset Manager for RIAs, Alternative Investments

Fred St Laurent
filed under: Other, Consulting Firm

FrontLine Compliance, LLC
filed under: Compliance Expert, Consulting Firm, Regulatory Consultant

Fund Evaluation Group, LLC
filed under: Advisory Firm, Manager Research, Portfolio Management System

FundQuest
filed under: TAMP, Specialized Breakaway Service, Outsourcer

FundSites™ Websites for Fund Companies
filed under: Marketing Firm, Tech: Other

FundX Investment Group
filed under: Advisory Firm, Mutual Fund

Fusion Advisor Network
filed under: Other, Consulting Firm, Consolidator/Roll-up Firm

Fusion Advisor Wealth Portal
filed under: Account Aggregator

Fusion Asset Management, LLC
filed under: 401k Plan Consultant, Asset Manager for RIAs, ETF Manager

Fusion Capital Management
filed under: RIA Seeking to Hire Advisors, RIA Serving Other RIAs, RIA Welcoming Breakaways

FutureBenefits of America
filed under: Third Party Administrator

Garrett Planning Network
filed under: RIA Serving Other RIAs, RIA Set-up Firm

Gateway Compliance Consultants, LLC
filed under: Compliance Expert, Consulting Firm, Regulatory Consultant

GaveKal Capital
filed under: Mutual Fund

Gemini Fund Services, LLC
filed under: Third Party Administrator

Genworth Financial Wealth Management
filed under: TAMP

Georgetown Investment Company
filed under: Business Broker, Mergers and Acquisition Firm, RIA-Friendly Broker-Dealer

Gladstone Associates, LLC
filed under: Consulting Firm, Mergers and Acquisition Firm

Global Relay
filed under: Compliance Expert, Tech: Other

Globe Runner SEO
filed under: Consulting Firm, Marketing Firm

GoTo-Financial
filed under: Other, RIA Serving Other RIAs, RIA Set-up Firm

GoingIndie.com
filed under: Specialized Breakaway Service

Gold Bullion International
filed under: Asset Manager for RIAs, Specialized Breakaway Service

Gold Canyon Financial Planning
filed under: Advisory Firm

Gotham Asset Management, LLC
filed under: Asset Manager for RIAs, RIA Serving Other RIAs

Gradient Securities, LLC
filed under: RIA-Friendly Broker-Dealer

GratkeWealth, LLC
filed under: 401k Plan Consultant, Advisory Firm, RIA Serving Endowments/Foundations

Gravity Capital Partners
filed under: RIA Serving Other RIAs, Asset Manager for RIAs, Alternative Investments

Gregory FCA Communications

Gregory FCA Communications
filed under: Public Relations Firm
Gregory FCA is a full-service public relations firm that ranks among the top 50 largest ...

Grendel Online
filed under: CRM Software, RIA-Friendly Broker-Dealer, Tech: Other

Gross Domestic Product, inc.
filed under: Consolidator/Roll-up Firm, RIA Serving Other RIAs, RIA Welcoming Breakaways

Growth Minded Investment Services, Corp.
filed under: 401k Plan Consultant, Advisory Firm, RIA Serving Endowments/Foundations

HAHN Investment Stewards

HAHN Investment Stewards
filed under: Asset Manager for RIAs
HAHN ETF MANAGED PORTFOLIOS Based on our fundamental view that index investing and active portfolio ...

Haber Consulting
filed under: Consulting Firm, Marketing Firm

Hamburger Law Firm
filed under: Specialized Breakaway Service, Regulatory Attorney, RIA Set-up Firm, Mergers and Acquisition Firm, Compliance Expert, Attorney

Hamilton Associates, P.C.
filed under: Accountant Serving RIAs, Compliance Expert, Regulatory Consultant

Hammerhouse, LLC
filed under: Recruiter

Hanson McClain Strategic Advisors
filed under: Separate Account Manager, RIA Serving Other RIAs, RIA Seeking to Hire Advisors

Harloff Capital Management
filed under: Asset Manager for RIAs

Heritage Advisors LLC
filed under: Advisory Firm

HiddenLevers
filed under: RIA Publication, Tech: Other

Highlander Consulting Inc.
filed under: Public Relations Firm, Marketing Firm, Consulting Firm

Hipcricket
filed under: Marketing Firm

I.M.A.A. - Investment Managers and Advisors Alliance
filed under: Association

ICR Inc.
filed under: Public Relations Firm

IEP Financial
filed under: RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, RIA Serving Other RIAs, RIA Seeking to Hire Advisors

Illiana Consultants L.P.
filed under: RIA Serving Other RIAs, Consulting Firm, Asset Custodian

Impact Communications, Inc.
filed under: Public Relations Firm

Impact Technologies
filed under: Financial Planning Software

InCap Group, Inc.
filed under: Mergers and Acquisition Firm

InHub LLC
filed under: Tech: Other, Marketing Firm, Investor Referrals

Independent Channel Advisors, LLC
filed under: Compliance Expert, Consulting Firm

Infinium Investment Advisors
filed under: Advisory Firm, RIA Welcoming Breakaways

Information Asset Partners
filed under: Performance Reporting, Marketing Firm, Consulting Firm

Innovest Systems
filed under: Trading/Rebalancing, Portfolio Management System, Account Aggregator

Insurance Technologies
filed under: Financial Planning Software

Integrity Compliance Consulting, Inc.
filed under: Compliance Expert

Intelligent Edge Advisors
filed under: Mergers and Acquisition Firm

InterMarket Global
filed under: Marketing Firm, Public Relations Firm, Recruiter

Interactive Advisory Software (IAS)
filed under: CRM Software, Financial Planning Software, Portfolio Management System, Trading/Rebalancing

International Compliance Solutions, LLC
filed under: Compliance Expert, Consulting Firm, Regulatory Consultant

International Network of Accounting, Legal and Financial Advisors (IN-ALFA)
filed under: Blog/Social Networking Tool, Consulting Firm, Other

Investigo
filed under: Portfolio Management System

Investment Adviser Association
filed under: Association

Investment Advisor Alliance
filed under: Trading/Rebalancing, TAMP, Outsourcer

Investment Advisors Corp
filed under: RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Consolidator/Roll-up Firm

Investment Management Consultants Association
filed under: Association

Investment Metrics
filed under: Performance Reporting, Manager Research

Iron Horse Management, LLC
filed under: RIA Serving Other RIAs, Outsourcer, Consulting Firm

Isis Financial Systems
filed under: Performance Reporting, Portfolio Management System, Trading/Rebalancing

Islamorada Investment Management, Cale Smith
filed under: Other, RIA Serving Endowments/Foundations, RIA Serving Other RIAs

Jagen Investments LLC
filed under: Other

Johnson & Company
filed under: Consulting Firm, Marketing Firm

Join A Firm
filed under: Specialized Breakaway Service, Recruiter, RIA Welcoming Breakaways

Jones & Company
filed under: Alternative Asset Custodian, Asset Manager for RIAs, Consulting Firm

JonesTrading Institutional Services, LLC
filed under: Asset Custodian, Other, Trading/Rebalancing

Junxure
filed under: CRM Software

Jupiter Consultants LLC
filed under: Recruiter

KCD PR

KCD PR
filed under: Public Relations Firm, Marketing Firm, Consulting Firm
KCD PR offers public relations, marketing communications and social media strategies to Registered Investment Advisors ...

KCG, Knight Capital Americas - ETF Trading
filed under: Trading/Rebalancing

KDA Wealth Management
filed under: Consolidator/Roll-up Firm, Outsourcer, RIA Welcoming Breakaways

Kathy Freeman Company
filed under: Recruiter, Consulting Firm

Kerwin Asset Management, LLC
filed under: RIA Serving Endowments/Foundations, Advisory Firm

Kitces.com
filed under: Blog/Social Networking Tool, Consulting Firm, RIA Publication

Krisan's BackOffice, Inc.
filed under: Outsourcer, Performance Reporting

Kwanti
filed under: Financial Planning Software, Portfolio Management System

LPL Financial
filed under: Asset Custodian

LSA Portfolio Analytics

LSA Portfolio Analytics
filed under: Other, Manager Research, Asset Manager for RIAs
LSA Portfolio Analytics was founded to serve as the independent research and analysis resource for ...

Lampe, Conway & Company
filed under: Alternative Investments

Laser App Software
filed under: Insurance, Mutual Fund, Tech: Other

Laserfiche
filed under: Tech: Other

Laserfiche
filed under: Document Management

Lawton Retirement Plan Consultants, LLC
filed under: Consulting Firm, Advisory Firm, 401k Plan Consultant

LeadGen Strategies by Zack Miller
filed under: Marketing Firm, Investor Referrals, Blog/Social Networking Tool

LederMark Communications
filed under: Marketing Firm

Lee Financial Corporation
filed under: Advisory Firm, Alternative Investments

Legacy Wealth Partners, LLC
filed under: RIA Welcoming Breakaways

Leibowitz
filed under: Marketing Firm

Leitner Sarch Consultants
filed under: Recruiter

LifeCare Gateway
filed under: Other, Outsourcer, Specialized Breakaway Service

LifeGoals Financial Group, Inc.
filed under: Advisory Firm

Liftman Insurance, Inc.
filed under: Insurance

Litman/Gregory's AdvisorIntelligence
filed under: Consulting Firm, Manager Research, RIA Serving Other RIAs

Loffa Interactive Group
filed under: Regulatory Consultant, CRM Software, Tech: Other

Loring Ward

Loring Ward
filed under: TAMP, Portfolio Management System, Asset Manager for RIAs
For more than two decades, Loring Ward has been dedicated to helping independent advisors become ...

Lyons Consulting
filed under: Consulting Firm

M.S. Howells & Co.
filed under: Asset Custodian, Portfolio Management System

MDS Energy Development, LLC
filed under: Alternative Investments

MF Advisers, Inc.
filed under: Advisory Firm

MacMillan Communications
filed under: Public Relations Firm, Marketing Firm, Consulting Firm

MacroRisk Analytics
filed under: Tech: Other

Mallon & Johnson
filed under: Regulatory Consultant, Regulatory Attorney, Attorney

MangoTree Capital, LLC
filed under: Trading/Rebalancing, RIA Serving Endowments/Foundations, Advisory Firm

Mariner Wealth Advisors

Mariner Wealth Advisors
filed under: RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
<br/><iframe src="http://marinerwealthadvisors.com/mwa-ria-video" width="496" height="285"></iframe> Mariner Wealth Advisors’ goal is to help clients achieve and maintain ...

Markel Cambridge Alliance
filed under: Other, Insurance

MarketCounsel

MarketCounsel
filed under: Tech: Other, Specialized Breakaway Service, Regulatory Consultant, RIA Set-up Firm, Outsourcer, Mergers and Acquisition Firm, Data and ratings for RIAs, Consulting Firm, Conference, Compliance Expert, Business Broker
MarketCounsel is the leading business and regulatory consultancy to some of the country’s preeminent independent ...

Marketing Consortium
filed under: Consulting Firm, Marketing Firm, Public Relations Firm

Marketing Matters Inc.
filed under: Marketing Firm

Marketware International, Inc.
filed under: Trading/Rebalancing, Consulting Firm, Blog/Social Networking Tool

Martin Financial
filed under: Advisory Firm

Martone Capital Management, Inc.
filed under: Advisory Firm

Matria Business Solutions, LLC
filed under: Outsourcer, Consulting Firm

Matrix Financial Solutions
filed under: Tech: Other

Maxim Group LLC
filed under: Trading/Rebalancing, RIA-Friendly Broker-Dealer, Performance Reporting

May Law, PC
filed under: Specialized Breakaway Service, Regulatory Consultant, Regulatory Attorney, Compliance Expert, Attorney

McHenry Consulting
filed under: 401k Plan Consultant

Measured Risk Portfolios
filed under: Separate Account Manager, RIA Serving Other RIAs, Asset Manager for RIAs

Mercer Global Advisors
filed under: Advisory Firm

Meridian Financial Advisors, LLC
filed under: Trading/Rebalancing, Advisory Firm, 401k Plan Consultant

MessageWatcher
filed under: Compliance Expert, Outsourcer, Tech: Other

Metropolitan Capital Strategies, LLC
filed under: Asset Manager for RIAs, ETF Manager, RIA Serving Endowments/Foundations

Millennium Trust Company
filed under: Trust Company, Asset Custodian, Alternative Asset Custodian

MillionaireCorner.com
filed under: Other, RIA Publication

Mitchell Hartley
filed under: Mergers and Acquisition Firm

Mobile Assistant
filed under: Tech: Other, Other, Compliance Expert

Model Capital Management
filed under: Separate Account Manager, Asset Manager for RIAs

Money Matters
filed under: Advisory Firm, Consulting Firm

Money Tree
filed under: Financial Planning Software

Money and My Business
filed under: Other, Blog/Social Networking Tool

MoneyBlock
filed under: RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, RIA Serving Other RIAs

MoneyGuidePro
filed under: Financial Planning Software

Moneyscope
filed under: Financial Planning Software

Morningstar Back Office Services
filed under: Outsourcer

Morningstar Office
filed under: CRM Software, Financial Planning Software, Portfolio Management System

Morningstar, Inc.
filed under: Other

Mosaic Financial Partners, Inc.
filed under: Other, Advisory Firm

Moss Adams
filed under: Consulting Firm

Moulton Technology Solutions, LLC
filed under: Tech: Other, Consulting Firm, CRM Software

My Virtual COO
filed under: Consulting Firm, Outsourcer, Recruiter

NRS
filed under: Tech: Other, Regulatory Consultant, Compliance Expert

National Advisors Trust Company
filed under: Trust Company, Asset Custodian

National Association of Active Investment Managers
filed under: Association

National Association of Personal Finance Advisors
filed under: Association

National Benefit Services, Inc.
filed under: 401k Plan Consultant, Third Party Administrator

National Compliance Services, Inc.

National Compliance Services, Inc.
filed under: Regulatory Consultant, RIA Set-up Firm, Consulting Firm, Compliance Expert
NCS offers reliable, efficient, and reasonably priced products and services to RIAs, hedge funds, broker-dealers, ...

National Society of Compliance Professionals (NSCP)
filed under: Conference, Compliance Expert, Association

NerdWallet
filed under: Financial Literacy

NetDocuments
filed under: Tech: Other, Document Management, Compliance Expert

NetWorth Services, Inc.
filed under: Portfolio Management System, Financial Planning Software, Consulting Firm

New Direction IRA, Inc.
filed under: Third Party Administrator, Alternative Asset Custodian

New Planner Recruiting, LLC
filed under: Recruiter, Outsourcer, Consulting Firm

NewRetirement.com
filed under: Blog/Social Networking Tool, Financial Planning Software, Marketing Firm

Next Generation Trust Services
filed under: Third Party Administrator, Alternative Asset Custodian

Next10Clients Marketing Training
filed under: Marketing Firm

Nexus Strategy
filed under: Consulting Firm

North American Professional Liability Insurance Agency, LLC
filed under: Insurance

NorthState Capital Partners
filed under: Alternative Investments

Northern Trust
filed under: TAMP, Mutual Fund, Manager Research, Asset Manager for RIAs

Northfield Information Services
filed under: Financial Planning Software, Performance Reporting, Portfolio Management System

NuView IRA
filed under: Third Party Administrator, Asset Custodian, Alternative Asset Custodian

Oak City Consulting, llc
filed under: RIA Serving Endowments/Foundations

Oakbrook Solutions
filed under: Tech: Other, Other, Consulting Firm

Oddway International
filed under: Other, Association

Omniscient Enterprise Advisor
filed under: Performance Reporting, Other, CRM Software

Omnivest Global LLC
filed under: CRM Software, Performance Reporting, Portfolio Management System

OneSecure RIA Email Archiving & Compliance Solution
filed under: Blog/Social Networking Tool, CRM Software, Tech: Other

Optima Group
filed under: Outsourcer, Marketing Firm, Consulting Firm

Opus Creative Studio, Inc.
filed under: Tech: Other, Other, Marketing Firm

Oracle CRM for Financial Services; RIA
filed under: Consulting Firm, CRM Software

Orion Advisor Services, LLC
filed under: Trading/Rebalancing, Portfolio Management System, Performance Reporting

Outsourced Financial Analytics
filed under: Outsourcer, Consulting Firm

Oyster Consulting, LLC
filed under: Regulatory Consultant, RIA Set-up Firm, Compliance Expert

PENSCO Trust Company
filed under: Alternative Asset Custodian

PPS ADVISORS
filed under: TAMP, RIA Seeking to Hire Advisors, Asset Manager for RIAs

PTS Group
filed under: Consulting Firm, Recruiter, Specialized Breakaway Service

PageOnePower
filed under: Marketing Firm

Paladin Registry

Paladin Registry
filed under: Investor Referrals, Marketing Firm
We have been matching pre-screened investors to financial advisors who practice full disclosure since 2003. ...

Parallel Advisors
filed under: RIA Welcoming Breakaways, Consolidator/Roll-up Firm

Park Ridge Asset Management
filed under: RIA Serving Other RIAs, Manager Research, Asset Manager for RIAs

Park Sutton Advisors, LLC
filed under: Mergers and Acquisition Firm

Partnervest Financial Group
filed under: Outsourcer

PawLoyalty
filed under: Tech: Other, CRM Software, Blog/Social Networking Tool

Payden & Rygel
filed under: Mutual Fund, Other

Peak Advisor Alliance
filed under: Consulting Firm, Marketing Firm

Pension Resource Institute, LLC
filed under: Consulting Firm, Compliance Expert, 401k Plan Consultant

People Capital, Inc.
filed under: Consulting Firm, Recruiter

Performance Analytics Inc.
filed under: Trading/Rebalancing, Consulting Firm

Perritt Mutual Funds
filed under: Mutual Fund

Pershing Advisor Solutions
filed under: Asset Custodian

Pinnacle Advisor Solutions
filed under: TAMP, RIA Welcoming Breakaways, RIA Serving Other RIAs

Plan Compliance Services, Inc.
filed under: Consulting Firm

Pocket Risk
filed under: Tech: Other, Financial Planning Software, Compliance Expert

Portfolio Capital Management, Inc.
filed under: Separate Account Manager

PortfolioPathway

PortfolioPathway
filed under: Account Aggregator, Performance Reporting, Portfolio Management System, Trading/Rebalancing
Portfolio Pathway provides RIAs and Broker Dealers the tools needed to manage client accounts across ...

Power Advisor
filed under: Financial Planning Software

PriceMetrix
filed under: Tech: Other, Other, Data and ratings for RIAs

Private Advisor Group

Private Advisor Group
filed under: Specialized Breakaway Service, RIA-Friendly Broker-Dealer, RIA Serving Other RIAs
Private Advisor Group is today’s hybrid solution built to support successful independent financial advisors. Our ...

Private Capital Management Associates, LLC
filed under: Advisory Firm

Private Client Resources (PCR)

Private Client Resources (PCR)
filed under: Performance Reporting, Outsourcer, Account Aggregator
High-quality aggregated data, premium client reporting and custom services. Clients on PCR's platform—a seamless integration ...

Private Wealth Connection
filed under: Marketing Firm, Manager Research, Conference

Pro Athlete Direct
filed under: Blog/Social Networking Tool, Marketing Firm, Tech: Other

ProTracker
filed under: CRM Software

Professional Capital Services, LLC
filed under: Third Party Administrator

Profit Confidential
filed under: Financial Literacy, Advisory Firm

Prosperity Capital Advisors
filed under: RIA Serving Other RIAs, RIA Welcoming Breakaways, RIA Seeking to Hire Advisors

Prosum Technology Services
filed under: Consulting Firm

Purcell Advisory Services, LLC
filed under: Asset Manager for RIAs, RIA Serving Other RIAs

Q3 Asset Management
filed under: RIA Serving Other RIAs

Quacera, LLC
filed under: Asset Manager for RIAs

Quantum Capital Management
filed under: Asset Manager for RIAs, RIA Serving Endowments/Foundations, Separate Account Manager

Quantuvis Consulting
filed under: Tech: Other, Consulting Firm

Quovo
filed under: Portfolio Management System, Performance Reporting, Account Aggregator

RBC Advisor Services
filed under: Specialized Breakaway Service, Asset Custodian

RIA Central
filed under: Blog/Social Networking Tool

RIA Compliance Consultants
filed under: Compliance Expert, RIA Set-up Firm, Regulatory Consultant

RIA Marketplace

RIA Marketplace
filed under: Blog/Social Networking Tool, Association
RIA Marketplace is the largest online community of professionals and experts directly related to the ...

RIA Match
filed under: Blog/Social Networking Tool, Mergers and Acquisition Firm, Specialized Breakaway Service

RIA Registrar, LLC
filed under: RIA Set-up Firm

RIA Street - The Social Network Exclusively for the RIA Community
filed under: Blog/Social Networking Tool, RIA Publication, Tech: Other

RIA in a Box

RIA in a Box
filed under: RIA Set-up Firm, Consulting Firm, Compliance Expert
RIA in a Box is a leading, entrepreneurial financial services and technology firm, providing initial ...

RIABiz.com

RIABiz.com
filed under: Blog/Social Networking Tool, RIA Publication
We are a publication covering RIAs and the transition to a fiduciary model of advice.

RJ and Makay
filed under: Blog/Social Networking Tool

RTH Strategic Marketing LLC
filed under: Consulting Firm, Marketing Firm

Rady Asset Management, LLC
filed under: Asset Manager for RIAs, Mutual Fund

Ranger Capital Group
filed under: Mutual Fund, Asset Manager for RIAs

Raymond James Financial Inc.
filed under: Asset Custodian, RIA-Friendly Broker-Dealer

RecommendedAdvisor.com
filed under: Marketing Firm, Consulting Firm, Blog/Social Networking Tool

Recruiting Services of AZ
filed under: Recruiter

Red Oak Compliance Solutions
filed under: Compliance Expert, Consulting Firm, Outsourcer

Red Spruce Capital
filed under: Advisory Firm

RedBlack Software
filed under: Trading/Rebalancing

Redtail Technology
filed under: Tech: Other, Document Management, CRM Software

Registered Advisor Services, LLC
filed under: Regulatory Consultant, RIA Welcoming Breakaways, RIA Set-up Firm, Consulting Firm, Compliance Expert

Regulatory Compliance, LLC
filed under: Compliance Expert, RIA Set-up Firm, Regulatory Consultant

Reilly Financial Advisors
filed under: RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm

Relay Station Social Media LLC
filed under: Public Relations Firm, Marketing Firm, Blog/Social Networking Tool

Rengaged
filed under: Tech: Other, Marketing Firm, Blog/Social Networking Tool

Retirement Horizons Inc.
filed under: 401k Plan Consultant

Retirement Plan Advisors Ltd.
filed under: 401k Plan Consultant

Retirement Wealth Management, LLC
filed under: RIA Welcoming Breakaways, Advisory Firm, 401k Plan Consultant

Retrian
filed under: Financial Planning Software

Revenue Architects
filed under: Consulting Firm, Marketing Firm

Rich and Co.
filed under: Consulting Firm, Marketing Firm

Riotto & Jones
filed under: Recruiter

Riskalyze
filed under: Tech: Other, Portfolio Management System, Compliance Expert

River Communications Inc.
filed under: Public Relations Firm

Roberson Consults Group
filed under: Regulatory Consultant, RIA Set-up Firm, Compliance Expert

Rockledge Group
filed under: RIA Serving Other RIAs

Royal Alliance
filed under: RIA-Friendly Broker-Dealer

Russell Investments
filed under: TAMP

SDDCO
filed under: RIA Set-up Firm, Compliance Expert, Accountant Serving RIAs

SEI Advisor Network
filed under: Manager Research, Asset Manager for RIAs, Asset Custodian

SEO4Advisors
filed under: Marketing Firm

SII Investments, Inc.
filed under: RIA-Friendly Broker-Dealer, Compliance Expert, Advisory Firm

SS&C Technologies
filed under: Portfolio Management System, Third Party Administrator, Trading/Rebalancing

SafetyNet for Advisors
filed under: Compliance Expert, Tech: Other

SagePoint Financial
filed under: RIA-Friendly Broker-Dealer

SageView Advisory Group, LLC

SageView Advisory Group, LLC
filed under: Performance Reporting, Consulting Firm, 401k Plan Consultant

Salentica

Salentica
filed under: CRM Software
Salentica® is a vertically integrated software firm, driven to provide the best client management solutions ...

SalesForce
filed under: CRM Software

Sanctuary Wealth Services
filed under: RIA Welcoming Breakaways, RIA-Friendly Broker-Dealer, Specialized Breakaway Service

Sandrock Software Corporation
filed under: Portfolio Management System

Savant Capital Management
filed under: 401k Plan Consultant, RIA Serving Endowments/Foundations

Schwab Advisor Services
filed under: Asset Custodian

Schwab PortfolioCenter
filed under: Portfolio Management System

Schwartz Law Group LLC
filed under: Compliance Expert, RIA Set-up Firm, Specialized Breakaway Service

Scotia Partners, LLC
filed under: Asset Manager for RIAs, RIA Serving Other RIAs, Separate Account Manager

Scottrade Advisor Services, a division of Scottrade, Inc.
filed under: Asset Custodian

Scottrade Portfolio Director
filed under: Portfolio Management System

Seabridge Wealth Management
filed under: RIA Seeking to Hire Advisors

Securian Financial Group
filed under: 401k Plan Consultant, Insurance

Seyfarth Shaw LLP
filed under: Attorney, Compliance Expert, Regulatory Attorney

Shareholders Service Group Inc.
filed under: Asset Custodian

Shell Capital Management, LLC
filed under: Separate Account Manager, Asset Manager for RIAs, Alternative Investments

Sheridan Road Financial
filed under: 401k Plan Consultant, Consulting Firm, RIA Seeking to Hire Advisors

Sica Wealth Management
filed under: Other

Sierra Investment Management
filed under: Asset Manager for RIAs, RIA Serving Other RIAs

Silver Lane Advisors
filed under: Mergers and Acquisition Firm

Simple Alternatives
filed under: Mutual Fund

SmartOffice (powered by Ebix)
filed under: CRM Software

Socialware
filed under: Tech: Other, Compliance Expert, Blog/Social Networking Tool

SoftVest, LLC
filed under: Tech: Other

Sound Compliance Services
filed under: Specialized Breakaway Service, Regulatory Consultant, RIA Set-up Firm, Consulting Firm, Compliance Expert

Spectrum Financial, Inc.
filed under: TAMP, Separate Account Manager, Asset Manager for RIAs

Spire Investment Partners
filed under: RIA-Friendly Broker-Dealer

Sr. Consultant
filed under: Consulting Firm

StanCorp Investment Advisers, Inc.
filed under: Advisory Firm

StarPoint Consulting Group
filed under: Recruiter, RIA Set-up Firm

Stark & Stark
filed under: Attorney

Starkweather & Shepley Insurance
filed under: Insurance

StatPro Inc.

StatPro Inc.
filed under: Tech: Other, Portfolio Management System, Performance Reporting
StatPro is a global provider of portfolio analytics for the investment community. Our cloud based ...

State Street Wealth Manager Services
filed under: Asset Custodian

Sterling Financial Services, LLC
filed under: Other

Stern Brothers Asset Management, LLC
filed under: Separate Account Manager, RIA Welcoming Breakaways, RIA Seeking to Hire Advisors

Strategic Partners Investment Advisors, Inc.
filed under: Separate Account Manager, Asset Manager for RIAs

Stratos Wealth Partners
filed under: RIA Seeking to Hire Advisors

Street One Financial
filed under: Trading/Rebalancing

StructuredRetailProducts.com
filed under: Conference

Stuart B Gerber
filed under: 401k Plan Consultant

Succession Link
filed under: Mergers and Acquisition Firm

SumRidge Partners
filed under: RIA-Friendly Broker-Dealer, Specialized Breakaway Service

Summit Brokerage Services Inc.
filed under: RIA Seeking to Hire Advisors, Advisory Firm, Association

Summit Creek Capital
filed under: Advisory Firm, RIA Serving Endowments/Foundations

Summit Global Investments, LLC
filed under: Mutual Fund, Separate Account Manager

SunGard WealthStation
filed under: Trading/Rebalancing, Tech: Other, Financial Planning Software

SunStar Strategic
filed under: Public Relations Firm, Marketing Firm

Sungarden Investment Research

Sungarden Investment Research
filed under: Separate Account Manager, Asset Manager for RIAs, Alternative Investments
We offer In-Sourced CIO services to enhance your practice in the following areas: • Investment ...

Swan Wealth Advisors
filed under: Asset Manager for RIAs, Mutual Fund, Separate Account Manager

Sweetwater Investments, Inc
filed under: RIA Welcoming Breakaways

Sycamore MultiFamily Platform
filed under: Asset Manager for RIAs

Sycamore Multifamily LP
filed under: Alternative Investments

Symmetry Partners, LLC
filed under: TAMP

Syntrinsic Investment Counsel, LLC
filed under: RIA Serving Endowments/Foundations

TAM Portfolios
filed under: Alternative Investments, ETF Manager, Separate Account Manager

TD Ameritrade
filed under: Asset Custodian

TPA Connection
filed under: Third Party Administrator

TWAMS Advisor Services LLC
filed under: Consulting Firm, Outsourcer

TactiBrand
filed under: Marketing Firm

Tandem Business Specialists
filed under: Performance Reporting, Outsourcer, Consulting Firm

Tarkenton Financial
filed under: Insurance, Marketing Firm, Other

Technology Tools for Today
filed under: Conference, Consulting Firm

Tesseract Asset Management
filed under: Asset Manager for RIAs, Third Party Administrator

Tesseract Asset Management
filed under: Third Party Administrator, Asset Manager for RIAs

The Buttonwood Group
filed under: Recruiter

The Chesapeake Funds
filed under: Asset Manager for RIAs

The Collaborative for Business Development, Inc.
filed under: Consulting Firm

The Consortium
filed under: Compliance Expert, RIA Set-up Firm, Regulatory Consultant

The ETF Store, Inc.
filed under: RIA Seeking to Hire Advisors, RIA Welcoming Breakaways

The Ensemble Practice LLC
filed under: Consulting Firm, Outsourcer

The Entrust Group
filed under: Third Party Administrator, Alternative Investments

The Financial Planning Exchange
filed under: Association, Blog/Social Networking Tool, Tech: Other

The Investment Advisor
filed under: Advisory Firm, 401k Plan Consultant

The Kingdom Trust Company
filed under: Trust Company, Asset Custodian, Alternative Asset Custodian

The Law Offices of Patrick J. Burns, Jr., P.C.
filed under: Attorney, RIA Set-up Firm, Specialized Breakaway Service

The Mercato
filed under: Blog/Social Networking Tool, Marketing Firm, Tech: Other

The Options Industry Council (OIC)
filed under: Other

The Portfolio Guru, LLC
filed under: Asset Manager for RIAs, Blog/Social Networking Tool, Portfolio Management System

The Renaissance Group
filed under: Consulting Firm, Marketing Firm, Tech: Other

The Smarter Message, LLC
filed under: Marketing Firm, Consulting Firm, Blog/Social Networking Tool

The Stutland Volatility Group
filed under: Advisory Firm, RIA Serving Endowments/Foundations, RIA Welcoming Breakaways

The Uhl Agency
filed under: Insurance

The Wall Street Sheet
filed under: Blog/Social Networking Tool, RIA Publication

Tiburon Strategic Advisors
filed under: Consulting Firm

Timonier Family Office, Ltd.
filed under: Consulting Firm, Advisory Firm, 401k Plan Consultant

Torrid Technologies, Inc.
filed under: Marketing Firm, Financial Planning Software, Data and ratings for RIAs

Total Rebalance Expert

Total Rebalance Expert
filed under: Trading/Rebalancing
Total Rebalance Expert is the most tax efficient and easy to use auto-rebalancing software, designed ...

Tower Group
filed under: Manager Research

Trade-PMR, Inc.
filed under: Asset Custodian, 401k Plan Consultant

TradeWarrior
filed under: Trading/Rebalancing, Tech: Other

Transbridge Consulting LLC
filed under: Consulting Firm, Outsourcer

Triple R Media, Inc.
filed under: Marketing Firm

Truepoint Inc.
filed under: Other

Trumpet Inc.
filed under: Consulting Firm, Performance Reporting, Tech: Other

Trust Company of America
filed under: Asset Custodian

Trust Private Capital & Co
filed under: RIA Serving Endowments/Foundations, Advisory Firm

TrustFort
filed under: Financial Planning Software, Outsourcer, Performance Reporting, Portfolio Management System, Tech: Other

Turning Point, Inc.
filed under: Specialized Breakaway Service, Recruiter, Mergers and Acquisition Firm, Consulting Firm

U.S. Bank Institutional Trust and Custody

U.S. Bank Institutional Trust and Custody
filed under: Performance Reporting, Asset Custodian, Alternative Asset Custodian
U.S. Bank has been providing custody services for more than 100 years and working directly ...

U.S. Global Investors
filed under: Asset Manager for RIAs, Mutual Fund

UNAPEN, Inc.
filed under: Tech: Other, Performance Reporting, CRM Software

Unified Trust Company
filed under: 401k Plan Consultant, Trust Company

United Capital Financial Advisers

United Capital Financial Advisers
filed under: Consolidator/Roll-up Firm, RIA Welcoming Breakaways
United Capital is a strategic acquirer — not a financial acquirer — of exceptional wealth ...

UnitedInsight
filed under: Association

Valentine Wealth Management
filed under: Advisory Firm

Vestorly, Inc.
filed under: Tech: Other, RIA Serving Other RIAs, Investor Referrals

Vincent Asset Management
filed under: Consulting Firm, Advisory Firm

Vintage Financial Services
filed under: Advisory Firm

Virtual Partners Group, Inc.
filed under: Outsourcer, Consulting Firm, Accountant Serving RIAs

WEG | WEST
filed under: Specialized Breakaway Service, RIA Set-up Firm, RIA Serving Other RIAs

WFA for FA's by Avision/IT's Managed
filed under: Consulting Firm, Tech: Other

WRIGHT Financial Group LLC
filed under: Advisory Firm

Warren Buffett Book
filed under: Alternative Investments

Washington Wealth Management
filed under: RIA Welcoming Breakaways, RIA-Friendly Broker-Dealer

Wealth Access, Inc
filed under: Tech: Other, Account Aggregator

Wealth Management Marketing
filed under: Outsourcer, Marketing Firm

Wealth Reports
filed under: Consulting Firm

WealthSite
filed under: Alternative Investments, Performance Reporting, Portfolio Management System

WealthTec
filed under: Financial Planning Software

WealthTech Alliance
filed under: Consulting Firm

WealthTrace
filed under: Financial Planning Software

WealthVisor
filed under: Tech: Other

Wealthfront
filed under: Tech: Other, Portfolio Management System, Other

Wendy J. Cook Communications, LLC
filed under: Marketing Firm

What Is Effective Business Reputation Management
filed under: Association

Willis Consulting
filed under: Recruiter

Wilshire Advisor Solutions
filed under: TAMP

Winget, Spadafora & Schwartzberg, LLP
filed under: Attorney

WiserAdvisor.com
filed under: Marketing Firm, Investor Referrals, Blog/Social Networking Tool

XML Financial Group
filed under: Consulting Firm

YCharts, Inc.
filed under: Tech: Other, Other, Data and ratings for RIAs

Your Second Opinion, LLC
filed under: Consulting Firm

YourOldMoney
filed under: Mutual Fund, Other, Portfolio Management System

Zacks Investment Management
filed under: ETF Manager, Mutual Fund, Separate Account Manager

ZepInvest
filed under: Tech: Other

Zywave
filed under: Tech: Other, Financial Planning Software

eMoney
filed under: Financial Planning Software

eZ-Adviser
filed under: Portfolio Management System, Financial Planning Software, 401k Plan Consultant

i-Impact Group, Inc.
filed under: Public Relations Firm, Marketing Firm, Consulting Firm

iRebal
filed under: Trading/Rebalancing

iTEKSTAFF, Inc.
filed under: Consulting Firm, Outsourcer, Performance Reporting, Tech: Other, Trading/Rebalancing

inStream Solutions
filed under: Financial Planning Software


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