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

$2.4B AUM
Palm Beach Gardens, FL

http://Durbin%20Bennett

$1.4B AUM
Austin, TX

$2.7B AUM
Coral Gables, FL

http://flp%20putnam

$5.4B AUM/A
Wellesley, MA

http://gerber%20taylor

$13.0B AUM/AUA
Memphis, TN

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

$2.0B AUM/AUA
Wexford, PA

http://Hollencrest

$2.6B AUM
Newport Beach, CA

http://Koda%20Capital

$6.8B AUM
Sydney, Australia

http://legacy-wealth

$1.8B AUM
Memphis, TN

http://Morton%20Wealth

$2.3B AUM
Calabasas, CA

http://Northrock%20Partners

$4.2B AUM
Minneapolis, MN

http://Pur%20Financial%20Advisors

$4.4B AUM
San Diego, CA

http://Sand%20Hill

$3.0B AUM
Palo Alto, CA

$2.1B AUM/A
London, UK

$6.7B AUM/AUA
St. George, UT

$2.0B AUM
Woodland Hills, CA

$26.4B AUM/AUA
Beachwood, OH

http://Ulrich%20Investment%20Consultant

$2.7B AUM
San Antonio, TX

http://Verdence%20Capital%20Advisors

$3.0B AUM
Hunt Valley, MD

*AUM/AUA as of the most recent reported quarter