Partner Firms

Diverse set of 20 collaborative wealth, asset, and alternatives managers

Partner Firms

20

AUM/A Firms

$100B+

Total Revenue1

$400mm+

Total EBITDA1

$150mm+

Beaird Harris CPAs Wealth Managers

$

1.3B AUM

Dallas, TX

Dakota

$

2.6B AUM

Palm Beach Gardens, FL

Maslow Logo

$

1.4 AUM

Austin, TX

$

2.8B AUM

Coral Gables, FL

flp putnam

$

6.3B AUM/A

Wellesley, MA

Gerber Taylor

$

13.5B AUM/A

Memphis, TN

Gibson Capital, LLC

$

2.1B AUM/AUA

Wexford, PA

Hollencrest

$

3.0B AUM

Newport Beach, CA

$

6.5B AUM

Sydney, Australia

Legacy Wealth

$

1.9B AUM

Memphis, TN

MONECO Advisors

$

1.5B AUM

Fairfield, CT

Morton Wealth

$

2.4B AUM

Calabasas, CA

Pur Financial Advisors

$

4.7B AUM

San Diego, CA

Sand Hill

$

3.0B AUM

Palo Alto, CA

$

2.1B AUM

London, UK

Soltis Investment Advisors

$

7.2B AUM/A

St. George, UT

$

2.1B AUM

Woodland Hills, CA

$

28.3B AUM

Beachwood, OH

Ulrich Investment Consultant

$

2.9B AUM

San Antonio, TX

Verdence Capital Advisors

$

3.0B AUM

Hunt Valley, MD

*AUM/AUA as of the most recent reported quarter
1Based on trailing twelve months and spot rate USD conversions for applicable partner firms