RIA Firms in the United States

Acadia Management Company is an independent registered investment advisor based in Boston providing wealth management services to clients since 1970. The firm operates from historic Old City Hall and offers investment advisory and financial planning services to individuals and families.

Ackerman Capital Management helps clients manage the complexities and opportunities that come with significant wealth. Over five decades, the firm has thoughtfully guided clients through market cycles with principles of integrity, clarity, and transparency. The firm provides wealth management, portfolio management, financial planning, and fiduciary retirement plan services to institutional and individual clients.

Advent Capital Management is a registered investment advisor providing investment strategies that incorporate a highly differentiated philosophy, process, and pattern of returns while seeking to mitigate risk. The firm offers traditional strategies focused on long-term investment returns with emphasis on capital preservation, as well as alternative strategies seeking to generate absolute, uncorrelated returns with minimal portfolio volatility. Advent also offers a publicly traded closed-end fund.

ArchPoint Investors is an SEC Registered Investment Advisor founded in 2009 dedicated to meeting the financial objectives of family office clients. With offices located in Chicago and Miami, the firm services clients in the United States, Europe, and South America.

Aspiriant is a Los Angeles-based independent registered investment adviser serving high-net-worth individuals, families, and foundations. Winner of the Family Wealth Report Multi-Family Office award in the $5-15 billion AUM category. Named to Forbes Top RIA Firms and Financial Advisor's America's Top RIAs for 2025. Provides full-service wealth management including investment management, financial planning, tax advisory, estate planning, and philanthropic consulting.

August One is a family office and private investment firm focused on unlocking asymmetric economic, business and personal opportunities for families, investors and partners. The firm is regulated by the Monetary Authority of Singapore and by the Comissao do Mercado de Valores Mobiliarios (CMVM) in the European Union. With over a decade of investment experience in Asia & Europe, August One serves multiple families through its funds and investment operations.

BakerAvenue provides integrated wealth and investment management services through a philosophy centered on lifestyle, growth, and legacy for high-net-worth individuals and families. The firm is a B Corporation and PRI Signatory with in-house financial, investment, tax, and estate planning professionals across offices in San Francisco, New York, Dallas, Houston, Seattle, San Diego, and Naples.

Banjaran Asset Management helps clients realise the full potential of their assets by uncovering the best investment opportunities in the markets. The firm aims to achieve consistent investment returns through understanding client objectives, employing suitable investment strategies, and creating well-structured portfolios. Regulated by the Monetary Authority of Singapore with a Capital Markets Services license, the firm manages funds for accredited investors and institutional investors.

Banner Ridge Partners is a Registered Investment Advisor that identifies best-in-class private equity managers in niche markets and provides liquidity solutions to their limited partners. The firm is led by a senior team with significant secondary market experience. By targeting deep value opportunities, focusing on fragmented markets and working through structural complexities, Banner Ridge seeks to exceed the investment goals of its clients.

Beacon Pointe Advisors is an SEC-registered investment adviser headquartered in Newport Beach, California, overseeing approximately $62 billion in client assets under advisement as of early 2026, supported by 750+ team members across 90+ offices nationwide. Rapid growth from $15 billion through aggressive multi-market acquisitions. Provides wealth management, outsourced CIO services, investment consulting, and financial planning.

For over 35 years, Bernath & Rosenberg has helped business owners and families answer all the financial questions they face each day. The firm operates two primary divisions: Wealth Management and Tax/Accounting. Our advisors help build full-spectrum financial plans built for each client, covering investments, retirement planning, tax strategies, and estate considerations.

Blue Trust runs $62 billion in assets under advisement from Atlanta, serving over eleven thousand families through a model that pairs technical financial expertise with biblical principles. The firm covers financial planning, investment management, trust and estate services, family office advisory, and philanthropic consulting across more than twenty offices nationwide.

Broadway Capital focuses on convexity hunting strategies. The firm serves accredited and institutional investors and offers consultations to learn more about their approach.

Caerus Investment Advisors is an SEC-registered investment advisor providing professional investment advisory services to clients across multiple families and individuals. The firm operates under a registered advisor structure with standard regulatory compliance and fiduciary obligations. Specific investment focus and service details are not publicly disclosed on the firm's website.

Cannell & Spears was formed in January 2024 through the combination of Cannell & Co. and Spears Abacus, two firms with multi-decade legacies of providing independent advice to individuals and families. While investing is at their very core, they can help with every aspect of your family's financial life. The firm works directly with clients to build personalized portfolios of individually selected stocks, bonds and alternative investments designed to meet specific needs.

Carson Group is an Omaha-based registered investment adviser that surpassed $50 billion in AUM in October 2025 and reached $57 billion by early 2026. Founded by Ron Carson, the platform completed 21 acquisitions in 2025 alone, including 15 wholly owned Carson Wealth locations. Provides full-spectrum financial planning, investment management, and retirement planning with a consistent client experience across its growing national footprint.

Cazenove Capital is a high-net-worth wealth management division of Schroders, the global investment firm. The firm works with individuals, families, financial advisers, family offices and charities. Clients benefit from the resources and expertise of Schroders as well as relationships with specialist investment partners around the world.

CBRE Investment Management focuses on real estate and infrastructure investment strategies. They provide portfolio solutions designed to meet investor return objectives across a unified opportunity set. As both an investor and operator, they deliver unparalleled experience and expertise across their full spectrum of portfolio solutions.

At Century Management, being a fee-only fiduciary advisor is our core. It means your goals drive every decision, with no hidden agendas or commissions clouding the way. We're here to build your financial future with transparency, integrity, and dedication.

Cerity Partners is a New York-headquartered independent wealth management firm that grew to over $147 billion in AUM by December 2025, driven by aggressive M&A including Prio Wealth ($4.1B), West Coast Financial, Graypoint ($4.5B), and others. The firm provides holistic financial planning, investment management, tax preparation and strategy, estate planning, and corporate advisory through a rapidly expanding national platform.

CF Financial provides financial planning and wealth management services to families and individuals seeking to invest in their values and clarify their vision. The firm offers professional guidance and objective insight to help clients align their financial decisions with their personal values and long-term goals.

Chesapeake Asset Management builds global multi-asset class portfolios with experienced management and a strong track record since 1998. The firm partners with clients to achieve long-term wealth creation through customized portfolios addressing specific objectives. The firm operates as a fiduciary with full independence, no outside affiliations, and a transparent investment process.

Compound Planning is a registered investment adviser offering full-service wealth management services including financial planning, tax advisory, investment management, and alternative asset access for entrepreneurs, business owners, professionals, retirees, and families. The firm is recognized as one of America's Top RIAs by Financial Advisor Magazine and one of the 50 Fastest Growing RIAs.

Corient manages $224 billion through a partnership model built to give advisors the full resources of a large platform without the bureaucracy. The firm works across wealth management and advisory services for high-net-worth clients.

Creative Planning manages roughly $700 billion in combined AUM and advisement, making it one of the largest independent wealth management firms in the country. Over 625 CFP professionals serve ultra-affluent and high-net-worth investors nationwide, pairing each client with a dedicated team.

Crescent Wealth Advisory is an Atlanta-based SEC-registered investment adviser providing asset management, family office services, insurance consulting, and sports advisory to an exclusive clientele with sophisticated wealth management needs. The firm serves clients across multiple Southeast locations including Atlanta, Austin, Birmingham, and Myrtle Beach.

Cresset Asset Management is a Chicago-based independent registered investment adviser with approximately $72 billion in discretionary AUM and over $235 billion in total assets under advisement as of October 2025. Founded by experienced family office professionals, the firm has grown rapidly through strategic combinations including Monticello Associates. Provides customized investment management, private investment access, and full family office services for UHNW families.

Crossbridge Capital is an independent wealth management and family office advisory platform serving families, entrepreneurs, and business owners in Emerging Markets globally. The firm provides full portfolio management, family and legacy services, and market access solutions built for client risk profiles and investment objectives, with no in-house products or selling biases.

CSM Capital Corporation is a privately-owned SEC Registered Investment Advisor founded in 2004. The firm advises clients on complex tax, estate, business, and other wealth planning issues, developing partnerships that extend beyond investing. With a high ratio of investment professionals to clients, CSM provides a level of service not often found in this industry.

Dot Investing is your family office partner for private market investments, helping investors access, execute and manage opportunities across private equity, private credit, and co-investments. The firm provides direct access to private market opportunities and handles operations and compliance while working closely with clients to make investment decisions.

DRA Advisors runs $12.6 billion in value-added real estate across office, retail, multifamily, and industrial properties. The firm invests throughout the continental United States on behalf of institutional and private investors.

Ehrenkranz Partners is a New York-based SEC-registered investment adviser managing approximately $19.4 billion as of mid-2025, up 8% year-over-year. With over 50 years at the forefront of wealth management, the firm provides investment management, asset allocation, manager selection, family office services, estate planning counsel, and tax strategy for ultra-high-net-worth families, endowments, and foundations.

EPIQ is a curated network connecting founders, operators, and long-term capital behind companies shaping the innovation economy, operating across Silicon Valley and global technology networks. The firm provides institutional-grade investment access for founders, general partners, and multi-generational families, with a focus on private investments and founder liquidity. EPIQ is operated by IEQ Capital, LLC, an SEC-registered investment adviser.

Founded in 2021, Equi is an SEC-registered investment advisor with a mission to become the leader in absolute return investment vehicles. The firm seeks to create value for investors by seeking positive, consistent returns across all market environments through a tech-driven global multi-manager hedge fund platform. Equi provides access to highly differentiated, alpha-focused strategies designed to perform independently of market cycles.

Evelyn Partners manages GBP 68.6 billion with 188 years of history, combining financial planning and investment management into a single platform. The firm serves individuals, families, charities, entrepreneurs, and professional firms across total wealth management, financial planning, and investment management.

Evercore Wealth Management is a leading independent wealth advisory firm serving high net worth individuals, families, and institutions. The firm provides integrated strategic wealth planning and fiduciary services through Evercore Wealth Management and its affiliate Evercore Trust Company. Evercore delivers trusted advice and customized strategies across generations, addressing tax efficiency, wealth transfer, and multigenerational wealth management.

Evergreen GaveKal is an independent registered investment advisor providing full-service wealth management solutions including investments, tax planning, and financial planning. Founded in 1983, the firm operates a multi-family office serving ultra-high-net-worth families and an alternative investment division focused on non-public investments. The firm has offices in Bellevue, San Francisco, Lake Oswego, Napa, and Spokane.

F.L.Putnam is a diversified financial services company with a relentless focus on delivering sophisticated, data-driven solutions and individualized service to its clients. The firm provides consistent, objective advice to help clients make informed decisions about their financial life. F.L.Putnam delivers institutional advisory and investment management services and offers full-scope, custom solutions to help ultra-high-net-worth families and family offices manage complexity.

Founded in 1989 by Seymour Zises and Andrea Tessler, Family Management runs over $4 billion for high-net-worth individuals, families, and nonprofits out of New York. The team covers stocks, bonds, hedge funds, alternatives, insurance products, and real estate.

Fiducia Wealth Management is an established, multi award-winning firm of independent financial advisers (IFA) and Chartered financial planners based in Colchester, Essex, providing expert financial planning, investment management, pensions, retirement planning, inheritance tax advice, wealth protection services and care fee planning to individuals, families, business owners, trustees and charities. With offices in Colchester, Chelmsford and Brentwood, they serve clients across Essex, the East of England and nationally. Advice and solutions are custom-built for each client's personal needs and objectives.

Fire Capital Management is a boutique registered investment adviser providing full-service wealth management combining personalized service with modern investment approaches. The firm offers multi-family office services, outsourced CIO consulting, and wealth management with emphasis on impact investing and social returns alongside financial returns. Fire Capital is a certified B Corporation.

Firm Foundation Family Wealth is the central point of contact for clients' financial team, working closely with CPAs, attorneys, insurance advisors, and other specialists. The firm offers the Firm Foundation Wealth Strategy, a strategic, integrated approach built for families with complex wealth that helps grow and protect wealth, reduce taxes, and create lasting impact.

Florence Capital Advisors offers clients a wealth management model characterized by exceptional advisory skill, unique investment opportunities, and attentive client service. Whether growing capital or protecting and preserving wealth, we provide clients with deep expertise and an extensive network of opportunity to help achieve of their most important financial goals. As independent advisors, our recommendations are objective, transparent and free from outside influence.

Global Wealth Financial works exclusively with private clients worldwide to structure customized wealth protection strategies. The team of seasoned professionals understands each family's specific needs and goals, designing custom-built life insurance strategies to support their desires. They focus on advanced and full-scope life insurance strategies that are part of every affluent family's wealth and succession planning.

Gold Coast Wealth Management is a privately held registered investment advisor formed in 2011 with an initial investment from a small group of New York-based families. The firm provides wealth advisory services and investment management with a focus on capital preservation and risk management across diverse financial markets. Gold Coast acts as its clients' chief investment officer while maintaining impartial, objective advice and seeking like-minded clients who value partnership.

Gulfcrest Capital is the registered investment advisory arm of a 50-year-old family office with a presence in South Florida and Switzerland. The firm offers investment strategies, structures, and services to other long-term investors and their advisors while also pursuing unique long-term opportunities. Built on partnership and mutual benefit, Gulfcrest is a different type of family office managing capital for both the founding family and external investors.

GYC Financial Advisory places the client first, going beyond investments to keep clients anchored and secure in an increasingly volatile world. The firm offers simple, low-cost portfolios scientifically designed to deliver the highest probability of achieving financial goals, relying on investment strategies that have stood the test of time. With full-spectrum investment strategies providing long-term sustainable returns, GYC helps build prosperity that lasts through wealth management and planning.

Hightower is a community of growth-minded advisors who succeed when their clients succeed. Hightower amplifies the success of advisory practices and their clients by empowering advisors to provide elevated client experiences. As a SEC registered investment adviser, Hightower's affiliated advisors are fiduciaries committed to putting clients' best interests first in every decision.

Hirtle Callaghan partners with clients to achieve missions and build legacies that endure for generations. The firm pioneered the Outsourced Chief Investment Officer model over thirty-five years ago to help clients achieve their investment results. They build complete, custom-designed investment solutions aligned with clients' goals and missions.

Managing wealth with an eye toward the future demands vigilance and skill in today's global economy. Over the years, we have worked with clients and their other professional advisors, including attorneys and accountants, to create full-service wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.

Hundle is an independent wealth and investment advisory firm serving private individuals, family offices, and institutional investors. The firm provides custom solutions across investment management, wealth structuring, and investment consulting, designed to build value while addressing both financial and non-financial concerns.

IceBridge Financial Group advises founders, senior executives, and global families on financial decisions where tax, legal, investment, and structural considerations intersect. The focus is on sequencing decisions correctly and preserving flexibility over time, particularly when choices carry long-term or irreversible consequences. Our clients operate in environments where financial, legal, and structural complexity is inherent.

IHT Wealth Management is a registered investment advisor offering full-spectrum financial advisory services to clients across 20 states. The firm provides financial planning, investment management, estate planning, tax-aware investing, retirement planning, and alternative investments.

Inscription Capital is a wealth management and family office advisory firm serving high-net-worth families and investors. The firm offers full-scope services including private wealth management, financial planning, family office oversight, and access to alternative investment opportunities. Inscription Capital aims to protect and enhance family wealth through personalized strategies aligned with long-term goals.

Insigneo is a Miami-based wealth management platform approaching $35 billion in AUM as of late 2025, boosted by the $4 billion acquisition of VectorGlobal client assets. The firm specializes in cross-border wealth management for Latin American, Caribbean, and U.S. high-net-worth clients through a network of independent advisors on its open-architecture platform.

Intellectus Partners is an independent SEC-registered investment adviser serving entrepreneurs, executives, and high-net-worth individuals with lifecycle advisory spanning wealth creation, business strategy, investment management, and family office services. Founded in 2015, the firm is headquartered in San Francisco and requires a minimum relationship size of $5 million. Key people include David J. La Placa (Founder, Chairman, CEO) and Jay Casey (Co-Founder, President).

Jasper Ridge Partners is an SEC-registered investment adviser managing more than $42 billion as of December 2025 for prominent families, foundations, and institutional investors. The firm provides outsourced CIO services with a diversified, multi-asset class approach spanning public equities, fixed income, private equity, venture capital, real estate, natural resources, and hedge funds.

We set up Javelin Wealth Management in 2003 to provide straightforward advice for a simple fee and a focus on long-term wealth management. Our relationship with you is driven by what you need to achieve your wealth goals. We take pride in personally guiding you through every stage of your financial journey.

Jordan Park is a wealth management firm focused on aligning client wealth with personal values and purpose-driven financial objectives. The firm provides a client portal and emphasizes connecting financial strategy to individual purpose.

Kayne Anderson Rudnick is a Los Angeles-based SEC-registered investment adviser managing $57.9 billion in assets as of December 2025. Founded in 1984, the firm specializes in quality growth equity strategies targeting companies with durable competitive advantages, high returns on capital, and strong free cash flow generation. Ranked 16th on Financial Advisor Magazine's 2025 Top RIA list and Barron's #4 Advisor. A subsidiary of Virtus Investment Partners.

Kimelman & Baird is a wealth management firm that listens and learns about clients' families, lifestyles, and legacy goals to protect and grow assets. The firm offers investment management, retirement planning, and wealth transfer services, built on a foundation of trust cultivated over 55 years working with families and institutions. Through honest conversations and the FinLife tool, K&B helps clients set priorities and make decisions that support what matters most to them.

Kingswood U.S. provides full-service wealth management, investment banking, equity research, and advisor solutions to individuals and businesses worldwide. The firm believes everyone should have access to financial advice to protect and grow their wealth, offering boutique service backed by the power of a global financial services firm. Services are designed to address every aspect of financial life with custom strategies and personalized, data-driven approaches.

Krause Capital, Inc. is a nationally recognized financial planning and investment management firm. Financial Planning is at the core of their services, employing a proprietary approach to client service and data gathering combined with sophisticated technology to improve results and help achieve long-term financial goals. The firm provides guidance and education to clients with the purpose of helping them gain control of their financial future and prepare for challenges ahead.

Lazard is one of the most respected names in global financial services, standing for excellence, integrity and innovation on behalf of clients. Founded in 1848, the firm provides sophisticated and differentiated advice and investment solutions custom-built for clients. Lazard offers financial advisory services complemented by a fundamentally-driven investment approach to asset management.

Leo Wealth provides independent and personal advice for all aspects of your financial life, working as fiduciaries for a richer future and legacy. The firm offers full-service wealth management services including investments, tax planning and preparation, insurance, and retirement planning. As an independent advisor, Leo Wealth operates with a global mindset and long-term focus.

LGT Wealth Management's fresh approach focuses on lasting partnerships built on trust and transparency. The firm prioritizes its clients and takes time to understand their objectives, aspirations, and risk parameters, staying in regular contact to ensure goals remain on track.

Lido Advisors manages $42.5 billion in regulatory assets from more than forty offices nationwide. Founded in 1999 and headquartered in Los Angeles, the firm delivers investment management, tax consulting, financial planning, and trust services through its Lido One platform, with particular strength in concentrated wealth, alternatives, and options strategies.

Livian & Co. empowers business leaders, professionals, and families to grow, protect, and pass on their wealth with confidence. The firm provides personalized and trusted investment advice through a combination of data-driven insights, behavioral coaching, and full-spectrum financial planning. Services include tax optimization, retirement planning, estate planning, and custom investments.

Loadstone Group provides cross-border wealth management for expatriates and international investors. With client relationships spanning over two decades, their dual-licensed advisors specialize in custom wealth management and estate planning solutions for individuals and families with multi-jurisdictional assets.

Longwall Family Office is an SEC-registered and independently-owned investment advisory firm founded in 2021. The firm offers full-spectrum financial services built for high-net-worth families and individuals, including customized portfolio construction and management, risk management, and tax-aware assessments. With decades of experience from senior investment executives at leading institutional asset management firms, Longwall focuses on reducing volatility and downside risk while maximizing after-tax performance.

MAI Capital Management is an SEC-registered investment advisor with 50 years of service that helps clients simplify, protect, and grow their wealth through objective advice and personalized service. The firm serves individuals, families, and business clients through multiple specialized divisions including sports and entertainment advisory and institutional platforms.

Mariner Wealth Advisors is a nationally recognized registered investment adviser providing full-service wealth management services to individuals and businesses through a team-based approach. The firm is ranked #6 Mega RIA by Barron's in 2025 and consistently ranked among top advisors since 2016.

MASECO Private Wealth manages $5.1 billion for U.S. and U.K. high- and ultra-high-net-worth clients with multi-jurisdictional expertise. Over fifteen years, the firm has built lasting relationships with thousands of families globally through evidence-based investment strategies and cross-border wealth planning.

Maven Capital Partners is an Atlanta-based SEC-registered investment adviser headquartered at 3060 Peachtree Road NW, providing full-spectrum investment management through an affiliated broker-dealer, MCA Securities. The firm serves multiple clients seeking integrated investment advisory and securities brokerage services.

Mercer Advisors runs roughly $98 billion across more than 110 offices from its Denver headquarters. Founded in 1985, the firm offers a family-office approach: financial planning, investment management, tax preparation, estate planning, insurance, and trustee services, all delivered in-house by over 1,560 professionals.

Moneta Group is an independent, fee-only registered investment adviser based in St. Louis, Missouri, managing $42.8 billion across 44,500 accounts. The firm nearly tripled AUM from $14.5 billion in 2015, driven by organic growth and strategic acquisitions. Partner-owned structure delivers integrated wealth management, financial planning, investment management, tax, and estate planning.

Mountain Hill Investment Partners is a boutique family office founded in 2006 focused on providing unbiased investment advisory and money management services to individuals, families, charitable organizations, corporations, and 401k plans. The firm is a Registered Investment Advisor with the Securities and Exchange Commission. MHI Partners operates as a transparent, accessible fiduciary advisor.

Neuberger Berman was founded in 1939 to deliver compelling investment results for clients over the long term. The firm operates with a culture rooted in deep fundamental research, investment insight and continuous innovation, driven by the free exchange of ideas across the organization. Neuberger Berman provides capabilities across equities, fixed income, and alternative investments including private markets.

Nevastar Finance is an independent wealth and asset management company founded in 2003 serving high-net-worth individuals, family offices, and institutions globally. The firm offers fully integrated investment solutions across all asset classes with a focus on capital preservation, innovation, and alignment with client interests through offices in London, Zurich, Geneva, and Luxembourg.

NewEdge Wealth is a registered investment advisor offering wealth management and planning services for high-net-worth individuals, families, and business professionals. The firm serves generational wealth families, family offices, entrepreneurs, corporate executives, and private equity professionals with customized wealth strategies designed to simplify financial complexity and establish family legacies.

Nicholas Hoffman and Company is a private boutique wealth management firm headquartered in Atlanta, specializing in custom strategies to grow generational wealth for affluent families. The firm's advisory team averages over thirty years of investment experience and builds long-term, multi-generational client relationships grounded in fiduciary responsibility.

Elite Access. Unbiased Judgment. Resilient Results. Institutional Access, Independent Judgment, All-Weather Portfolios.

North Star Asset Management runs over $3 billion for families, corporations, and endowments out of Neenah, Wisconsin. Founded in 1996, the firm builds custom equity and fixed income portfolios through proprietary fundamental analysis, including company visits and Wall Street analyst relationships.

Northeast Private Wealth Management strives to deliver optimal financial advice, strategies and solutions. Integrity, experience and extensive resources are the foundation of our practice. We are dedicated to helping our clients define and achieve their objectives.

Northern Trust serves individuals, families, institutions, and organizations worldwide through asset management and financial advisory services. Founded in 1889 and guided by principles of service, expertise and integrity, the firm provides full-service wealth management solutions. Northern Trust Asset Management ranks 4th in Barron's Best Fund Families of 2025.

Omada Capital is a modern financial advisory boutique that specializes in alternative investments. The firm develops creative, customized and often unconventional solutions for complex projects and transactions. It works with private and corporate clients, helping them maximize the value of their investment and capital expenditure.

Overbrook Management Corporation is an independent SEC-registered investment advisory firm providing asset management and related services to institutional investors and high net worth individuals. The firm's mission for more than 75 years has been to manage the investments and financial-related needs of clients. An experienced, in-house investment research team organizes and executes actionable investment ideas to construct customized portfolios.

Oxford Financial Group is a registered investment adviser providing personalized retirement planning, investment management, income planning, estate and legacy planning, and tax-efficient strategies to multiple clients. The firm has operated for over thirty years and maintains regulatory filings through affiliated entity Portside Wealth Group.

Provides multigenerational estate planning advice and investment solutions to families and institutions for more than 45 years. One of the largest independent RIA firms in the country with expertise in Bespoke Generational Solutions, Aspirational Solutions, and Diversifier Strategies across 36 states.

Peakline Partners opens direct private investment opportunities to individual and family office investors across real estate, private capital, and venture capital. Over 2,000 investors have committed more than $1 billion through the platform. Eric Becker co-founded and co-chairs the firm.

We are a research-driven, growth oriented investment manager with a passion for client service. Penn Davis McFarland is a registered investment advisor that was founded in Dallas, Texas in 1977. For over forty years, we have taken a disciplined, consistent investment process to help individuals, families and institutions protect and grow their financial assets.

Perigon Wealth Management is an independent registered investment advisor providing personalized financial planning and investment management for individuals, business owners, families, and organizations including executives, athletes, and entertainers. The firm offers full-service wealth management including financial planning, investment management, tax planning, and guidance through life transitions. Perigon is SEC-registered and affiliated with multiple broker-dealer partners.

Petiole Asset Management manages $2.2 billion+ across private equity, private debt, and real estate through a digital platform that connects investors with top-tier managers. Licensed in Switzerland, the USA, Hong Kong, and the Cayman Islands, the firm serves global investors building diversified private market portfolios.

Pincus Capital is a private investment firm based in New York City. We provide investment strategy and implementation for families seeking to preserve and grow multi-generational wealth.

Planning Alliance provides full-service wealth and risk management solutions nationwide, built for individuals, families, and businesses. The firm uses investment, insurance, and wealth accumulation strategies and tools to empower clients to protect and achieve their personal, corporate, and philanthropic financial goals. With roots tracing back to 1955, Planning Alliance is a multi-generational firm rooted in transparent and honest financial counseling.

Since 1985, Prime Capital Financial has delivered wealth planning solutions for families, executives, professionals and business owners, along with retirement plan consultation for fiduciaries and HR professionals. The firm partners with clients to ensure they are informed and confident in their financial future. As fiduciaries, the firm is successful only when clients are successful.

Rockefeller Capital Management is a New York-based independent financial advisory firm responsible for $187 billion in client assets as of September 2025, across three divisions: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking. Tracing its heritage to the Rockefeller family office established in 1882, the firm doubled its valuation to $6.6 billion in 2025 with new investor backing.

Sanctuary Wealth is an Indianapolis-based registered investment adviser with over $55 billion in assets on platform as of August 2025, up from $26 billion in 2024. The network includes more than 125 partner firms in 32 states. The firm provides a partnered independence model offering advisors technology, compliance, operations, and marketing support while allowing them to retain their own brand and client relationships.

SCS Capital Management is a Boston-based independent registered investment adviser founded in 2002, managing approximately $43 billion as of mid-2025 following mergers with Lake Street Advisors Group and Edge Capital Group in early 2025. The firm serves ultra-high-net-worth families and institutional investors with investment management, financial planning, and family office services across offices in Boston, New York, Providence, Los Angeles, and West Palm Beach.

SEI Private Wealth Management is the UHNW advisory division of SEI Investments Company, a publicly traded asset management and technology firm headquartered in Oaks, Pennsylvania. SEI manages $517.5 billion firm-wide as of mid-2025, with the private wealth segment serving ultra-high-net-worth families through customized investment strategies, tax optimization, estate and legacy planning, and family governance advisory.

Sequent manages $2.17 billion from San Francisco, with offices in Denver, Los Angeles, and New York. The firm pairs wealth management with real estate investment solutions -- 1031 exchanges, tax-efficient investing, and Delaware Statutory Trust investments for high-net-worth individuals. Founder Eric Scaff leads the team.

Silvercrest Asset Management manages $37 billion for individuals, families, institutional investors, and endowments out of New York. Over twenty years in business, the firm has built a reputation for quality advice and a modern approach to portfolio construction across equity, fixed income, and OCIO mandates.

Smith Anglin manages over $1.9 billion from Dallas, founded in 1967. The firm serves pilots, families, individuals, and business owners with deep roots in tax planning, accounting, and aviation retirement readiness.

The Colony Group is a fee-only independent wealth management and financial advisory firm founded in 1986, headquartered in Hingham, Massachusetts. The firm manages approximately $46 billion in 13F market value as of mid-2025 with roughly 350 employees serving over 10,000 clients across multiple U.S. offices. Services include wealth management, financial planning, investment management, tax advisory, and business management.

Tiedemann Advisors is a New York-based registered investment adviser managing approximately $29 billion in regulatory AUM as of mid-2025. Now part of Nasdaq-listed AlTi Tiedemann Global following the 2023 merger of Tiedemann Advisors, TIG, and Alvarium Investments (parent entity reports $93 billion AUM/AUA). Provides outsourced CIO services, investment management, and a dedicated impact and sustainable investing practice for UHNW families, foundations, and endowments.

Waverly Advisors manages $30.4 billion across forty-seven locations in nineteen states. Founded in 1999 in Birmingham, Alabama, the fee-only fiduciary serves private clients, business owners, institutional investors, and corporate retirement plan sponsors through wealth management, tax strategy, estate planning, and financial planning.

Wealth Enhancement Group is an independent wealth management firm headquartered in Plymouth, Minnesota, that surpassed $100 billion in AUM in 2024 and expanded to 165 offices nationwide by 2025. The firm delivers integrated financial planning, investment management, tax strategy, and retirement planning through aggressive acquisition-driven growth, completing over twenty acquisitions annually.

Wealthspire Advisors is a New York-headquartered independent registered investment adviser managing $31 billion in AUM as of mid-2025, growing through acquisitions including Marin Financial Advisors. Part of the NFP family of companies. The firm provides holistic financial planning, investment management, retirement planning, estate planning, and recently launched trust company services and philanthropy initiatives.

Wellington Management is one of the world's largest privately held asset managers, founded in 1928 and now operating from Boston across major international financial centers. The firm manages $1.3 trillion+ across fixed income, alternatives, and private investing. Wellington's private ownership means accountability runs to clients, not shareholders.

William Blair Wealth Management is the private wealth advisory division of William Blair, a Chicago-based independent financial services firm founded in 1935. The firm manages approximately $82 billion in client assets as of September 2025, of which roughly $60 billion is regulatory AUM. William Blair provides customized investment management, financial planning, trust and estate services, and philanthropic advisory through integrated investment banking, asset management, and equity research capabilities.