Partner Firm Network

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

http://Beaird%20Harris%20CPAs%20Wealth%20Managers

$1.3B AUM
Dallas, TX

http://Dakota

$2.5B AUM
Palm Beach Gardens, FL

http://Durbin%20Bennett

$1.7B AUM
Austin, TX

$2.7B AUM
Coral Gables, FL

http://flp%20putnam

$5.4B AUM/A
Wellesley, MA

http://gerber%20taylor

$12.9B AUM/AUA
Memphis, TN

http://Gibson%20Capital,%20LLC

$2.4B AUM/AUA
Wexford, PA

http://Hollencrest

$2.6B AUM
Newport Beach, CA

http://Koda%20Capital

$5.7B AUM
Sydney, Australia

http://legacy-wealth

$2.0B AUM
Memphis, TN

http://Morton%20Wealth

$2.4B AUM
Calabasas, CA

http://Northrock%20Partners

$4.2B AUM
Minneapolis, MN

http://Pur%20Financial%20Advisors

$4.2B AUM
San Diego, CA

http://Sand%20Hill

$3.6B AUM
Palo Alto, CA

http://private-equity-infrastructure-manager

$2.2B AUM
London, UK

$6.6B AUM1
St. George, UT

http://Steelpeak%20Wealth

$2.1B AUM
Woodland Hills, CA

$19.4B AUM/AUA
Beachwood, OH

http://Ulrich%20Investment%20Consultant

$1.9B AUM
San Antonio, TX

http://Verdence%20Capital%20Advisors

$2.9B AUM
Hunt Valley, MD

Note: The cities listed denote each firm’s headquarters. AUM data is as of last reported quarter.