Who We Serve

Financial Advisors

Since our firm's inception in 2009, we have worked with over 250 leading advisory firms with cumulative advised assets totaling over $300 billion. Over 60 of our clients manage over $1 billion in client assets. Our clients include leading wealth managers, family offices, asset managers and “fully affiliated” private wealth advisors seeking to break away to a form of independence. We take on projects only when we know we can deliver meaningful results by solving a key organizational challenge or providing a solution accretive to growth. If we believe we cannot add value, we let you know and look to refer a friend in the industry with hopes of working together in the future.   

Institutions

Leading institutions hire us to develop business strategies, design practice management programs and create thought leadership. Our institutional clients include Advisor Group, Assetmark, Bank of New York, Cetera, Charles Schwab & Co., LPL, Fidelity, Pershing, TD Ameritrade, and WisdomTree. We enjoy frequently connecting with our clients, industry friends and prospective clients at various industry forums around the country.

 

Representative Client List

We have worked with hundreds of clients and are friends with thousands. Here’s a sample of our clients:

Focus Financial

Scharf Investments

North Rock Partners

Global Financial Private Capital

Cornerstone Wealth

Delphi

Heritage Financial Services

Kore Private Wealth

Waldron Private Wealth

Lourd Murray

Sepio

True North Advisors

Mclean Asset Management

Hamilton Capital

Versant

Fort Point

JGP Advisors

Foster Group

EP Wealth Logo

6 Meridian Logo

Contact

Follow Us