Alaska

• Anchorage, AK - 99501

  • Alaska Permanent Capital Management
• Anchorage, AK - 99503

  • Empirical Wealth Management
  • Pacific Portfolio Consulting, LLC
  • The Planning Center, Inc.
• Ketchikan, AK - 99901

  • Otter Creek Partners

Alabama

• Birmingham, AL - 35203

  • Linscomb & Williams
• Birmingham, AL - 35205

  • 1919 Investment Counsel
• Birmingham, AL - 35209

  • LEAVELL Investment Management, Inc.
  • Navigate Wealth Management
  • Noesis Capital Management
• Birmingham, AL - 35213

  • The Welch Group, LLC
• Birmingham, AL - 35223

  • Mayfair Advisory Group
• Birmingham, AL - 35233

  • Mainsail Asset Management LLC
• Birmingham, AL - 35242

  • OneAscent
• Birmingham, AL - 35243

  • Bridgeworth LLC
  • Financial Engines
• Dothan, AL - 36301

  • CapSouth Wealth Management
  • Jackson Thornton Asset Management, LLC
• Fairhope, AL - 36532

  • Hayek Kallen Investment Management LLC
• Hoover, AL - 35244

  • Alder Financial Group
• Huntsville, AL - 35801

  • Bridgeworth LLC
  • Saliba Asset Management
• Mobile, AL - 36602

  • LEAVELL Investment Management, Inc.
• Mobile, AL - 36606

  • Mitchell McLeod Pugh & Williams
• Mobile, AL - 36608

  • Aull & Monroe Investment Management Corp.
  • N.D. Pitman & Company, Inc.
• Montgomery, AL - 36104

  • Jackson Thornton Asset Management, LLC
• Tuscaloosa, AL - 35401

  • JMF Capstone Wealth Management
• Tuscaloosa, AL - 35406

  • Personal Financial Advisors, LLC
• Vestavia Hills, AL - 35216

  • Sunburst Advisers

Arkansas

• Bentonville, AR - 72712

  • Forty-three Eighteen Advisors, LLC
• Fayetteville, AR - 72701

  • Garrison Financial
  • Greenwood Gearhart
• Fort Smith, AR - 72901

  • October Wealth Advisors, Inc.
• Hot Springs, AR - 71901

  • Ifrah Financial Services, Inc.
• Little Rock, AR - 72201

  • Foundation Resource Management
  • Millennium Capital Advisors
• Little Rock, AR - 72203

  • BKD Wealth Advisors, LLC
• Little Rock, AR - 72205

  • Lathrop Investment Management Corporation
  • Mendel Capital Management
• Little Rock, AR - 72207

  • ClientFirst Wealth Management
• Little Rock, AR - 72212

  • Meridian Investment Advisors
• Little Rock, AR - 72223

  • Ifrah Financial Services, Inc.
• Little Rock, AR - 72227

  • Legacy Capital Wealth Partners, LLC
  • Trent Capital Management, Inc.
• North Little Rock, AR - 72113

  • Independent Financial Advisors Inc

Arizona

• Chandler, AZ - 85224

  • Strategic Income Group
• Flagstaff, AZ - 86001

  • TCI Wealth Advisors, Inc.
  • WT Wealth Management, LLC
• Gilbert, AZ - 85295

  • Brock Asset Management
• Goodyear, AZ - 85395

  • Murphy Capital Advisors, LLC
• Mesa, AZ - 85210

  • Taurum Retirement Partners
• Mesa, AZ - 85215

  • DecisionPoint Financial
• Phoenix, AZ - 85004

  • Eide Bailly Advisors, LLC
  • Tandem Wealth Advisors
• Phoenix, AZ - 85012

  • Claremont Capital Management
  • Savant Capital Management
• Phoenix, AZ - 85014

  • Bledsoe Asset Management
  • Perspective Financial Services, LLC
• Phoenix, AZ - 85016

  • EP Wealth Advisors, LLC
  • Intrinsic Value Partners, LLC
  • L. Roy Papp & Associates LLP
  • REDW Wealth LLC
  • Stellar Capital Management
  • Versant Capital Management, Inc.
• Phoenix, AZ - 85018

  • Hatton Consulting, Inc.
  • MRA Associates
  • SJS Investment Services
  • TFO Phoenix
• Phoenix, AZ - 85028

  • Sonora Investment Management
• Phoenix, AZ - 85040

  • Ironwood Wealth Management
• Prescott, AZ - 86303

  • TANDEM INVESTMENT PARTNERS
• Prescott, AZ - 86305

  • Roxie Webb Securities Management, Inc.
• Scottsdale, AZ - 85251

  • DeGreen Capital Management LLC
  • Rowland Carmichael Advisors, Inc.
  • Scottsdale Wealth Planning
  • Sensible Money
  • Stoker Ostler
  • WealthPlan Advisors
  • WT Wealth Management, LLC
• Scottsdale, AZ - 85253

  • BCJ Capital Management
  • Biltmore Wealth Management, LLC
  • Exeter Financial LLC
• Scottsdale, AZ - 85254

  • Aviso Wealth Management
  • Bridge Financial Strategies, LLC
  • Diversified Management, Inc.
  • Halbert Hargrove
  • Ironwood Investment Counsel, LLC
  • Mariner Wealth Advisors
  • Mission Wealth
  • SeaCrest Wealth Management, LLC
  • SeaCrest Wealth Management, LLC
  • TCI Wealth Advisors, Inc.
• Scottsdale, AZ - 85255

  • Blackhawk Capital Partners
  • Capital Insight Partners LLC
  • CPA Advisory Services, Inc.
  • North Scottsdale Wealth Advisors
  • Pinnacle Peak Private Client Group LLC
• Scottsdale, AZ - 85259

  • Lexington Avenue Capital Management
• Scottsdale, AZ - 85260

  • Beacon Pointe Advisors
  • Buckingham Strategic Wealth
  • Cole Wealth Management, LLC
  • Financial Engines
  • Key Group Management
  • SC Financial Services, Inc.
  • Sterling Investment Management, Inc.
  • Strategic Wealth Advisors, LLC
  • Wealth Management Solutions
• Show Low, AZ - 85901

  • MEIXLER INVESTMENT MANAGMENT, LTD
• Tempe, AZ - 85281

  • Intrinsic Wealth Counsel, Inc.
• Tucson, AZ - 85712

  • Allied Portfolio Management, Inc.
• Tucson, AZ - 85718

  • Fortress Investment Advisors, LLC
  • Gordian Advisors
  • Sterling Investment Management, Inc.
  • TCI Wealth Advisors, Inc.
  • WindRock Wealth Management
• Tucson, AZ - 85719

  • Ironwood Financial, LLC.
  • Raskob Kambourian Financial Advisors Ltd.
  • Sonora Investment Management
• Tucson, AZ - 85749

  • Focus Financial

California

• Alamo, CA - 94507

  • Blossom Wealth Management, LLC
  • Del Monte Group, LLC
  • Lodestar Private Asset Management
• Aliso Viejo, CA - 92656

  • Crawford Investment Counsel, Inc.
  • Noble Wealth Management
  • Pacific Sun Financial Corp
• Anaheim Hills, CA - 92807

  • Jack Keeter & Assciates
  • Tellone Management Group, Inc
• Atascadero, CA - 93422

  • Northwest Asset Management
• Avila Beach, CA - 93424

  • West Coast Financial, LLC
• Bakersfield, CA - 93309

  • Barnes Wealth Management Group
• Bakersfield, CA - 93311

  • Entruity Wealth
• Banning, CA - 92220

  • Diligent Investors LLC
• Benicia, CA - 94510

  • Grossman Financial Management
  • North Capital Inc.
• Berkeley, CA - 94709

  • Blume Capital Management, Inc.
• Berkeley, CA - 94710

  • Affinity Capital Advisors
  • Elmwood Wealth Management, Inc.
• Beverly Hills, CA - 90212

  • Boulevard Family Wealth
  • Cheviot Value Management, LLC
  • Dash Investments
  • Stratos Wealth Partners, LTD.
  • Womack Wealth Management, Inc.
• Brisbane, CA - 94005

  • Vega Capital Group
• Burbank, CA - 91502

  • CTA Wealth Advisors, Inc.
• Burlngame, CA - 94010

  • Emery Howard
  • Ensemble Capital Management, LLC
  • LFS Asset Management
  • Occidental Asset Management LLC
  • RB Capital Management, LLC
• Calabasas, CA - 91301

  • Morton Capital Management
• Camarillo, CA - 93012

  • BrightPath Wealth Planning, LLC
• Campbell, CA - 95008

  • Beacon Pointe Advisors
  • Wade Financial Advisory, Inc.
• Capitola, CA - 95010

  • Arista Advisory Group, LLC
• Carlsbad, CA - 92008

  • Cornerstone Wealth Advisors, Inc.
  • Financial Focus LLC
• Carlsbad, CA - 92010

  • Frank Financial Advisors
  • MH & Associates
• Carlsbad, CA - 92011

  • AXXCESS WEALTH MANAGEMENT
  • Vistica Wealth Advisors
  • WWM Financial
• Carmel, CA - 93923

  • Given Capital Management, LLC
• Chico, CA - 95928

  • The O'Donnell Group
• Claremont, CA - 91711

  • Financial Designs Corporation
  • Gould Asset Management LLC
  • LifeSteps Financial
• Corona, CA - 92881

  • Pacific Capital
• Coronado, CA - 92118

  • Coyle Capital
• Corte Madera, CA - 94925

  • Mariner Wealth Advisors
• Costa Mesa, CA - 92626

  • Check Capital Management Inc.
  • GW Financial, Inc.
  • Leisure Capital Management
  • Private Asset Management, Inc.
• Cypress, CA - 90630

  • Asset Planning, Inc.
• Dana Point, CA - 92629

  • Cornerstone Wealth Advisors, Inc.
  • Laguna Wealth Advisors, LLC
  • Optivest, Inc.
  • The Clark Group Asset Management
• Danville, CA - 94526

  • Andrews, Lucia Wealth Management LLC
  • Summit Wealth & Retirement Partners
• Del Mar, CA - 92014

  • Alupka Asset Management
• Diamond Bar, CA - 91765

  • Abridge Partners, LLC
• Downey, CA - 90241

  • Cerda Munoz Advisors, Inc
• East Palo Alto, CA - 94303

  • Bingham, Osborn & Scarborough, LLC
  • Buckingham Strategic Wealth
  • Cognizant Wealth Advisors
  • Hanson & Doremus Investment Management
  • Silicon Valley Wealth Advisors
• El Segundo, CA - 90245

  • Camden Capital
  • Clay Northam Wealth Management
  • Insight Investment Counsel
  • Urban Wealth Management
• Elk Grove, CA - 95758

  • Financial Engines
• Encinitas, CA - 92024

  • StanCorp Investment Advisers, Inc.
• Encino, CA - 91436

  • ACap Asset Management, Inc.
  • Key Investment Team
• Fairfield, CA - 94534

  • Epsilon Financial Group, Inc.
  • Summit Wealth Management
• Folsom, CA - 95630

  • Planned Solutions, Inc.
  • TruNorth Wealth Partners
• Foster City, CA - 94404

  • Bailard, Inc.
  • Neumann Capital Management, LLC
  • Summitry
• Fremont, CA - 94539

  • Silicon Private Wealth LLC
• Fresno, CA - 93704

  • Beacon Pointe Advisors
  • RB Capital Management, LLC
• Fresno, CA - 93711

  • Pathways Advisory Group, Inc.
  • Pinnacle Asset Management, Inc.
  • Portfolio Advisors, Inc.
  • Regency Investment Advisors
  • The Planning Center, Inc.
• Fresno, CA - 93721

  • Roush Investment Group
• Fresno, CA - 93730

  • Financial Engines
• Fullerton, CA - 92831

  • Kemp Financial Management, LLC
• Fullerton, CA - 92833

  • Eclectic Associates, Inc.
• Glendale, CA - 91203

  • WESCAP Group
• Gold River, CA - 95670

  • Pennington Financial Group
• Grass Valley, CA - 95945

  • Apple & Associates
• Greenbrae, CA - 94904

  • Fairview Capital Investment Management
  • Slow Capital
• Hemet, CA - 92543

  • Alpha Wealth Management
• Indian Wells, CA - 92210

  • MacLean Capital Advisors LLC
  • Private Asset Management, Inc.
• Irvine, CA - 92612

  • Apriem Advisors
  • EP Wealth Advisors, LLC
  • First Foundation Advisors
  • Greenberg Graham Advisors LLC
  • Index Fund Advisors, Inc.
  • SeaCrest Wealth Management, LLC
  • Signature Resources Capital Managment, LLC
• Irvine, CA - 92614

  • BFSG, LLC.
  • Buckingham Strategic Wealth
  • Charles Fish Investments, Inc
  • Empirical Wealth Management
  • Financial Engines
  • SageView Advisory Group
  • Stratos Wealth Partners, LTD.
• Irvine, CA - 92617

  • Greenwich Advisors, LLC
  • Miramontes Capital
• Irvine, CA - 92618

  • Anchor Wealth Management, LLC
  • Clarity Wealth Management Inc.
  • Elm Money Management LLC
  • HearthStone | Private Wealth Management
  • Insight Wealth Strategies
  • Moler Capital Management, LLC
• Irvine, CA - 92620

  • Baker & Associates
• La Jolla, CA - 92037

  • AlphaCore Capital, LLC
  • Callan Capital
  • CoastEdge Partners, LLC
  • Coastwise Capital Group, LLC
  • Financial Alternatives, Inc.
  • WorthPointe
• La Mesa, CA - 91942

  • Reilly Financial Advisors
• Ladera Ranch, CA - 92694

  • NTLS Wealth Management
  • Thielen Capital Corporation
• Lafayette, CA - 94549

  • Capital Advantage, Inc.
  • Concentric Wealth Management, LLC
  • EP Wealth Advisors, LLC
  • EP Wealth Advisors, LLC
  • Garner Financial Management
  • HC Financial Advisors, Inc.
• Laguna Niguel, CA - 92677

  • Ironwood Wealth Management
• Larkspur, CA - 94939

  • Hutchinson Capital Management
  • JLFranklin Wealth Planning
  • Litman Gregory Asset Management, LLC
  • Marin Financial Advisors LLC
  • Mirador Capital Partners
  • Portico Wealth Advisors
  • Private Capital Management, Inc.
  • Raub Brock Capital Management, LP
  • Shira Ridge Wealth Management
• Long Beach, CA - 90802

  • Halbert Hargrove
  • Kensington Investment Counsel
• Long Beach, CA - 90803

  • Lederer & Associates Investment Counsel
• Los Altos, CA - 94024

  • PWJohnson Wealth Management
• Los Angeles, CA - 90017

  • Covington Capital Management
  • Everett Harris & Co.
  • SFE Investment Counsel Inc.
• Los Angeles, CA - 90024

  • AMI Asset Management
  • Broxton Capital Advisors
  • First Foundation Advisors
• Los Angeles, CA - 90025

  • Aspiriant
  • Beacon Pointe Advisors
  • Bristlecone Value Partners
  • Financial Engines
  • Guild Investment Management
  • L&S Advisors, Inc.
  • Pacifica Wealth Advisors
  • Salem Partners Wealth Management
• Los Angeles, CA - 90041

  • Mason & Associates Inc.
• Los Angeles, CA - 90064

  • EP Wealth Advisors, LLC
  • Miracle Mile Advisors
• Los Angeles, CA - 90067

  • AdvicePeriod LLC
  • Argyle Capital Partners, LLC
  • Avitas Wealth Management, LLC
  • Kayne Anderson Rudnick
  • Signature Estate & Investment Advisors, LLC
  • Sitrin Capital Portfolio Management
  • Westmount Asset Management
• Los Angeles, CA - 90071

  • RSM US Wealth Management LLC
• Los Angeles, CA - 90210

  • The Hausberg Group - Advisory services offered through HighTower Advisors LLC
• Los Gatos, CA - 95030

  • Empirical Wealth Management
• Manhattan Beach, CA - 90266

  • Womack Wealth Management, Inc.
• Marina del Rey, CA - 90292

  • Mission Wealth
  • New Economy Capital Management LLC
• Menlo Park, CA - 94025

  • Blue Oak Capital, LLC
  • Bordeaux Wealth Advisors, LLC.
  • Investor's Capital Management, LLC
  • Lyell Wealth Management
  • Menlo Advisors LLC
  • Nelson Roberts Investment Advisors
  • Osborne Partners Capital Management, LLC
  • The McGuirk & De Nevi Group - Advisory services offered through HighTower Advisors LLC
• Mill Valley, CA - 94941

  • Brouwer & Janachowski
  • Callahan Financial Planning Company
  • Private Wealth Partners, LLC
• Mission Viejo, CA - 92691

  • Alta Pacific Wealth Management LLC
  • Everett Harris & Co.
  • Pacifica Wealth Advisors
  • Walker Financial Advisors, Inc.
• Montecito, CA - 93108

  • Manchester Capital Management, LLC
• Monterey, CA - 93940

  • Integris Wealth Management
  • Lexington Capital Management, Inc.
  • Monterey Private Wealth
• Moraga, CA - 94556

  • Wilson & Boucher Capital Management, LLC
• Mountain View, CA - 94040

  • Riley Friedman Asset Management
  • Waverley Wealth Management
  • Wealth Architects
• Napa, CA - 94559

  • Strategic Wealth Advisors Group
• Newport Beach, CA - 92660

  • AdvicePeriod LLC
  • Balboa Wealth Partners, Inc.
  • Beacon Pointe Advisors
  • Beacon Pointe Advisors
  • Bell&Brown Wealth Advisors LLC
  • CIBC Private Wealth Management
  • Clearview Investment Partners, LLC
  • KNIGHTSBRIDGE WEALTH MANAGEMENT
  • Pacific Capital
  • Purus Wealth Management
  • RBA Wealth Management, LLC
  • RS Crum, Inc.
  • Signature Estate & Investment Advisors, LLC
  • SkyOak Wealth
  • Spectrum Asset Management, Inc.
  • Spinnaker Investment Group, LLC
• Oakhurst, CA - 93644

  • Sierra Asset Management
• Oakland, CA - 94607

  • Bell Investment Advisors, Inc.
• Oakland, CA - 94610

  • Focused Finances, LLC
• Oakland, CA - 94612

  • Nia Impact Capital
  • WESPAC Advisors, LLC
• Oakland, CA - 94618

  • DHR Investment Counsel
• Orange, CA - 92866

  • Guardian Financial Partners, LLC
• Orinda, CA - 94563

  • Paragon Asset Management, Inc.
  • SeaCrest Wealth Management, LLC
• Pacifica, CA - 94044

  • Pillar Pacific Capital Management
• Palm Desert, CA - 92211

  • GW Financial, Inc.
• Palm Desert, CA - 92260

  • Beacon Pointe Advisors
  • Blanke Schein Wealth Management - Advisory services offered through HighTower Advisors LLC
  • FLC CAPITAL ADVISORS
  • Fortem Financial Group, LLC
  • SC Capital Advisors
• Palo Alto, CA - 94301

  • Cornerstone Capital, Inc.
  • Litman Gregory Asset Management, LLC
  • Rebalance LLC
  • Sand Hill Global Advisors
• Palo Alto, CA - 94306

  • Buckingham Strategic Wealth
  • Vista Wealth Management Group LLC
• Pasadena, CA - 91101

  • First Financial Consulting
  • First Foundation Advisors
  • Gamble Jones Investment Counsel
  • LS Investment Advisors, LLC
  • Schnieders Capital Management, LLC.
  • Signature Estate & Investment Advisors, LLC
• Pasadena, CA - 91105

  • Arroyo Investment Group
  • Ascend Financial Consultants, Inc.
  • Clifford Swan Investment Counselors
• Pasadena, CA - 91106

  • First Wilshire Securities Management, Inc.
• Petaluma, CA - 94952

  • Breen Wealth Management, LLC
  • Burleson + Company, LLC
  • Spiritus Financial Planning
  • Sustainvest Asset Management LLC
• Petaluma, CA - 94954

  • Creekside Partners Financial Advisers
  • FPC Investment Advisory, Inc.
• Pleasant Hill, CA - 94523

  • Ascension Wealth Partners, LLC
  • Napa Valley Wealth Management
• Pleasanton, CA - 94566

  • BlueSky Wealth Advisors
  • Mirador Capital Partners
• Pleasanton, CA - 94588

  • Financial Engines
  • Monterey Private Wealth
  • Vista Wealth Management Group LLC
• Porterville, CA - 93257

  • Pacific Wealth Strategies Group, Inc.
• Portola Valley, CA - 94028

  • Three Bridge Wealth Advisors
• RANCHO CUCAMONGA, CA - 91730

  • RPA Wealth Management
• Rancho Santa Fe, CA - 92067

  • American Money Management
  • Hillegas Advisory Services, Inc.
• Rancho Santa Fe, CA - 92091

  • ACAS LLC
• Redding, CA - 96002

  • Strategic Wealth Advisors Group
• Redondo Beach, CA - 90277

  • Signature Estate & Investment Advisors, LLC
• REDWOOD CITY, CA - 94063

  • Avalon Capital Management
• Redwood Shores, CA - 94065

  • McCarthy Asset Management, Inc.
  • Schneider Wealth Management
  • Team Hewins, LLC
• Reedley, CA - 93654

  • Long Investment Advisory, Inc.
• Riverside, CA - 92506

  • Beacon Pointe Advisors
• Rocklin, CA - 95765

  • Strategic Wealth Advisors Group
• Roseville, CA - 95661

  • Genovese Burford & Brothers
  • Pinnacle Asset Management, Inc.
• Roseville, CA - 95678

  • Financial Engines
  • Stratos Wealth Advisors, LLC
• Sacramento, CA - 95814

  • Genovese Burford & Brothers
  • Towerpoint Wealth
• Sacramento, CA - 95815

  • Boyd Wealth Management, LLC
  • Genovese Burford & Brothers
  • HoyleCohen, LLC
  • Tate Private Wealth Advisers
• Sacramento, CA - 95825

  • Strategic Wealth Advisors Group
  • Strategic Wealth Advisors Group
• SACRAMENTO, CA - 95864

  • DeCamilla Capital Management, INC
  • Strategic Wealth Advisors Group
• Salinas, CA - 93902

  • Andresen & Associates, Inc.
• San Bernardino, CA - 92408

  • CORE Financial Advisors
• San Carlos, CA - 94070

  • Strategic Wealth Advisors Group
• San Diego, CA - 92101

  • Ariston Services Group, LLC
  • Halbert Hargrove
  • RJ Patterson Capital Investment Group, Inc.
  • Silvia McColl Wealth Management
  • TriVant Custom Portfolio Group, LLC
• San Diego, CA - 92103

  • WFA Wealth Managers
• San Diego, CA - 92107

  • Gradient Capital Advisors, LLC
• San Diego, CA - 92108

  • Creative Capital Management Investments LLC
  • Rowling & Associates
  • Skoczek & Associates, LLC
• San Diego, CA - 92117

  • NTLS Wealth Management
• San Diego, CA - 92121

  • Decision Investments
  • First Foundation Advisors
  • Private Asset Management, Inc.
  • The Retirement Group LLC
  • West Coast Financial. LLC
• San Diego, CA - 92122

  • Clelland & Company, Inc.
  • EP Wealth Advisors, LLC
  • Womack Investment Advisers, Inc.
• San Diego, CA - 92123

  • HoyleCohen, LLC
  • Pacific Capital Associates
• San Diego, CA - 92127

  • Beta Wealth Group
  • Dean Roland Russell LLC
  • Eiger Wealth Management, LLC
  • Pacifica Capital Investments, LLC
  • Sage Capital Advisors, LLC
• San Diego, CA - 92128

  • CAVU Wealth Management
• San Diego, CA - 92130

  • AdvicePeriod LLC
  • Beacon Pointe Advisors
  • Crest Capital Advisors - Advisory services offered through HighTower Advisors LLC
  • Dowling & Yahnke, LLC
  • HearthStone | Private Wealth Management
  • Koa Wealth Management
  • LifePro Asset Management
  • Mariner Wealth Advisors
  • Wealth Analytics Partners LLC
• San Diego, CA - 92131

  • SimpliFi
  • Telos Capital Management, Inc.
  • Wilsey Asset Management
  • Zeit Capital Advisors
• San Francisco, CA - 94102

  • Robasciotti & Philipson
• San Francisco, CA - 94104

  • Bingham, Osborn & Scarborough, LLC
  • Camelotta Advisors
  • Dash Investments
  • Freestone Capital Management
  • FundX Investment Group
  • Hanke & Co. Wealth Management LLC
  • Mariner Wealth Advisors
  • Mission Wealth
  • North Capital Inc.
  • Osborne Partners Capital Management, LLC
  • Roof, Eidam & Maycock, LLC
  • Strategic Wealth Advisors Group
  • Team Hewins, LLC
  • The Advisory Group of San Francisco, LLC
  • The Humphreys Group
  • Wetherby Asset Management
  • Yeske Buie
• San Francisco, CA - 94105

  • 1919 Investment Counsel
  • Alesco Advisors LLC
  • Baker Street Advisors, LLC
  • CEDAR WEALTH MANAGEMENT
  • Litman Gregory Asset Management, LLC
  • Perigon Wealth Management, LLC
  • Portola Creek Capital
  • RHS Financial
  • SkyOak Wealth
  • Summit Trail Advisors, LLC
  • Waypoint Wealth Partners
• San Francisco, CA - 94108

  • BTR Capital Management
  • Empirical Wealth Management
  • Main Management, LLC
  • Vista Wealth Management Group LLC
• San Francisco, CA - 94109

  • Rosenblum-Silverman-Sutton Investment Counsel
• San Francisco, CA - 94111

  • Aspiriant
  • BakerAvenue
  • Callahan Financial Planning Company
  • Caritas Investment Advisors, LLC
  • CIBC Private Wealth Management
  • JLFranklin Wealth Planning
  • Lantern Wealth Advisors, LLC
  • Ramsdell Capital Management
  • SeaCrest Wealth Management, LLC
  • Sentry Advisors, LLC
  • Silicon Private Wealth LLC
• San Francisco, CA - 94129

  • Atlas Capital Advisors
• San Francisco, CA - 94133

  • Ashfield Capital Partners
  • Kayne Anderson Rudnick
• San Francisco, CA - 94158

  • WP Advisors, LLC
• San Jose, CA - 95124

  • Silicon Valley Wealth Advisors
• San Jose, CA - 95126

  • Clarity Wealth Advisors
• San Luis Obispo, CA - 93401

  • Saint Francis Capital
  • Taylor Frigon Capital Management
  • The Rice Partnership, LLC
  • Trellis Wealth Advisors
  • Wacker Wealth Partners, LLC
• San Marino, CA - 91108

  • APS Labs, LLC
  • Pillar Pacific Capital Management
• San Mateo, CA - 94402

  • Andrews, Lucia Wealth Management LLC
  • Balopole Investment Management Corporation
  • C2C Wealth Management, LLC
  • EP Wealth Advisors, LLC
  • Galileo Planning Group, Inc.
  • Northside Capital Management
• San Mateo, CA - 94403

  • AdvicePeriod LLC
  • Brickley Wealth Management
  • King Wealth Advisors, LLC
• San Rafael, CA - 94901

  • Callahan Financial Planning Company
  • KCM Investment Advisors LLC
  • Lifeguard Wealth, LLC
  • Taddei, Ludwig & Associates, Inc.
• San Rafael, CA - 94903

  • Financial Engines
  • Marin Wealth Advisors LLC
  • Private Ocean
  • Spectrum Financial Management
  • Stewart Wealth Management
• San Ramon, CA, CA - 94583

  • California Financial Advisors
  • Frontier Investment Management Company
  • Fullerton Advisors, LLC
  • Goldstein Munger + Associates
  • Insight Wealth Strategies, LLC
  • Intersect Capital LLC
  • Napa Valley Wealth Management
  • The Pacific Center for Financial Services
• Santa Ana, CA - 92701

  • Prosperity Road, LLC
• Santa Ana, CA - 92705

  • Linda A. Barlow, CFP
• Santa Barbara, CA - 93101

  • Argyle Capital Partners, LLC
  • Arlington Financial Advisors
  • Beacon Pointe Advisors
  • Curtis Advisory Group, LLC
  • Freestone Capital Management
  • Gregg Hackethal, Investment Counsel
  • Kensington Investment Counsel
  • Mission Wealth
  • Morton Capital Management
  • Omega Financial Group
  • Portola Creek Capital
  • West Coast Financial, LLC
• Santa Barbara, CA - 93110

  • Pacific Wealth Strategies Group, Inc.
• Santa Clara, CA - 95054

  • BlueSky Wealth Advisors
  • Financial Engines
  • Grassi Investment Management, LLC
• Santa Cruz, CA - 95060

  • Springwater Wealth
• Santa Monica, CA - 90401

  • Angeles Wealth Management
  • TCI Wealth Advisors, Inc.
• Santa Monica, CA - 90404

  • HoyleCohen, LLC
• Santa Monica, CA - 90405

  • Thalassa Capital LLC
• Santa Rosa, CA - 95401

  • Northwest Asset Management
• Santa Rosa, CA - 95403

  • Aljian Capital Management, LLC
  • Buckingham Strategic Wealth
  • JDH Wealth Management, LLC
  • ZRC Wealth Management, LLC
• Santa Rosa, CA - 95404

  • Bell Investment Advisors, Inc.
• Santa Rosa, CA - 95409

  • Shira Ridge Wealth Management
• Sausalito, CA - 94965

  • C2C Wealth Management, LLC
  • Lumina Financial Consultants
  • Main Street Research LLC
  • VERITY Wealth Advisors
• Scotts Valley, CA - 95066

  • Scharf Investments, LLC
• Scottsdale, CA - 85254

  • Aviso Wealth Management
  • Bridge Financial Strategies, LLC
  • Diversified Management, Inc.
  • Halbert Hargrove
  • Ironwood Investment Counsel, LLC
  • Mariner Wealth Advisors
  • Mission Wealth
  • SeaCrest Wealth Management, LLC
  • SeaCrest Wealth Management, LLC
  • TCI Wealth Advisors, Inc.
• Seal Beach, CA - 90740

  • Clay Northam Wealth Management
• Sherman Oaks, CA - 91403

  • Clay Northam Wealth Management
• Solana Beach, CA - 92075

  • Blankinship & Foster LLC
  • Hall Private Wealth Advisors
• Sonoma, CA - 95476

  • Sonoma Wealth Advisors
• St. Helena, CA - 94574

  • Napa Valley Wealth Management
  • ZRC Wealth Management, LLC
• Stockton, CA - 95207

  • Financial Decisions, Inc.
• Stockton, CA - 95219

  • Litman Gregory Asset Management, LLC
• Temecula, CA - 92590

  • HearthStone | Private Wealth Management
• Templeton, CA - 93465

  • Garcia Wealth Management Group, inc
• Thousand Oaks, CA - 91360

  • Forum Financial Management, LP
• Tiburon, CA - 94920

  • Ariba Asset Management Inc.
  • Belvedere Advisors LLC
  • GenCap Portfolio Management
  • Guardian Investment Management, LLC
  • Ring Mountain Capital
• Torrance, CA - 90503

  • EP Wealth Advisors, LLC
  • Financial Engines
  • South Bay Financial Partners
• Tustin, CA - 92780

  • Financial Advisors Network, Inc.
  • Warren Street Wealth Advisors
• Ukiah, CA - 95482

  • Wealth Management Advisors, LLC
• Valencia, CA - 91355

  • EP Wealth Advisors, LLC
• Visalia, CA - 93291

  • Financial Engines
• Walnut Creek, CA - 94596

  • Bedell Frazier Investment Counselling, LLC
  • Boltwood Capital Management
  • Buckingham Strategic Wealth
  • CAVU Wealth Advisors, LLC
  • CEDAR WEALTH MANAGEMENT
  • Garrison Point Advisors, LLC
  • Grant Private Wealth Management Inc
  • J.P. King Advisors, Inc.
  • Litman Gregory Asset Management, LLC
  • Pring Turner Capital Group
  • RB Capital Management, LLC
  • Strategic Wealth Advisors Group
  • ZRC Wealth Management, LLC
• Walnut Creek, CA - 94597

  • Destination Wealth Management
• Walnut Creek, CA - 94598

  • Thomas Wirig Doll
• Westlake Village, CA - 91361

  • AGG Asset Management LLC
  • BrightPath Wealth Planning, LLC
  • De Groote Financial Group
  • Fischer Investment Strategies LLC
  • Manchester Financial
  • Monocot Wealth Management
  • West Oak Capital, LLC
• Westlake Village, CA - 91362

  • Mission Wealth
  • NBS Financial Services, Inc.
• Windsor, CA - 95492

  • Natural Investments, LLC
• Woodland Hills, CA - 91364

  • Charlesworth & Rugg, Inc.
• Woodland Hills, CA - 91367

  • Oder Investment Management, LLC
  • Steel Peak Wealth Management, LLC
• Woodside, CA - 94062

  • Bennicas and Associates, Inc.
  • SageView Advisory Group
  • Schneider Wealth Management

Colorado

• Aspen, CO - 81611

  • Obermeyer Wood Investment Company, LLLP
  • Ryan Investments
• Avon, CO - 81620

  • SRS Capital Advisors, Inc.
• Boulder, CO - 80301

  • Colorado Financial Management
  • KilterHowling LLC
• Boulder, CO - 80302

  • BSW Wealth Partners
  • Cornerstone Investment Advisors, LLC
  • Harbor Financial Group, Inc.
  • SageView Advisory Group
  • SilverPeak Wealth
  • The Wealth Conservancy, Inc.
• Boulder, CO - 80303

  • Colorado Capital Management
• Centennial, CO - 80112

  • Callahan Capital Management
  • Cherry Creek Investment Advisors, Inc.
  • Columbia Benefits, LLC
  • Creative Financial Solutions
  • Jenkins Wealth
  • Paller Financial Services, Inc
  • Schaefer Financial Management
  • Setchfield Asset Management
• Centennial, CO - 80161

  • Wealth Management Consultants
• Colorado Springs, CO - 80903

  • Bonfire Financial
  • Petra Financial Advisors, Inc.
  • PlanWiser Financial - Advisory services offered through Mutual Advisors LLC
  • Resolute Independent Advisors, LLC - Advisory services offered through HighTower Advisors LLC
• Colorado Springs, CO - 80904

  • Creative Financial Services
• Colorado Springs, CO - 80905

  • Rainsberger Wealth Advisors
• Colorado Springs, CO - 80906

  • Carnick & Kubik Group, LLC
• Colorado Springs, CO - 80918

  • Financial Engines
• Colorado Springs, CO - 80919

  • Financial Planning Strategies, LLC
• Colorado Springs, CO - 80920

  • Buckingham Strategic Wealth
• Denver, CO - 80202

  • Bruce G. Allen Investments LLC
  • Buckingham Strategic Wealth
  • Causey Demgen & Moore P.C.
  • GHP Investment Advisors
  • Helm Investment Management
  • Mission Wealth
  • Northstar Investment Advisors, LLC
  • Paragon Capital Management
  • Prudent Man Investment Management, Inc.
  • Segall Bryant & Hamill
  • SRS Capital Advisors, Inc.
  • TCI Wealth Advisors, Inc.
  • Wealth Management Consultants
• Denver, CO - 80203

  • J. F. Williams Co., Inc.
• Denver, CO - 80206

  • CIBC Private Wealth Management
  • Class VI Family Office
  • Colorado Financial Management
  • Frontier Investment Management Company
  • Halbert Hargrove
  • Matter Family Office
  • Obermeyer Wood Investment Counsel
  • Private Capital Management
• Denver, CO - 80209

  • Harbor Financial Group, Inc.
• Denver, CO - 80210

  • Carnick & Kubik Group, LLC
  • Forum Financial Management, LP
  • The Holben Group, LLC
• Denver, CO - 80218

  • Peterson Financial Services, LLC
• Denver, CO - 80220

  • Dorato Capital Management, LLC
• Denver, CO - 80222

  • EQUIPOISE Wealth Management, Inc.
  • Personalized Portfolio Management, Inc
• Denver, CO - 80229

  • Mountain Capital Investment Advisors, Inc
• Denver, CO - 80231

  • Mullins Investment Management, Inc.
• Denver, CO - 80237

  • Eide Bailly Advisors, LLC
  • Investment Security Group, Inc.
  • Janiczek Wealth Management
  • Oxford Financial Partners
• Denver, CO - 80238

  • Kuhn Advisors, Inc.
• Denver, CO - 80246

  • Beacon Pointe Advisors
  • Callahan Financial Planning Company
  • Gill Capital Partners
  • Sharkey Howes & Javer
  • Wealth Legacy Institute, Inc.
  • Wisdom Wealth Strategies
• Durango, CO - 81303

  • Integrated Financial Planning, PC
• Eagle, CO - 81631

  • Aberle Investment Management
• Edwards, CO - 81632

  • Verity Investment Partners
• Englewood, CO - 80110

  • PRISM Financial Strategies LLC
• Fort Collins, CO - 80528

  • Theory Financial, LLC
• Frisco, CO - 80443

  • Summit Wealth Advisors
• Golden, CO - 80401

  • PVG Asset Management Corporation
• Greenwood Village, CO - 80111

  • EP Wealth Advisors, LLC
  • Essential Investment Partners, LLC
  • Financially Speaking, Inc
  • Keating Wealth Management, LLC
  • Plan to Invest Capital Management, Inc.
  • PVG Asset Management Corporation
  • Stordahl Capital Management
  • Transitions Wealth Management, LLC
  • Vista Private Wealth Partners LLC
  • Wakefield Asset Management
• Highlands Ranch, CO - 80126

  • Spurr Financial Planning, Inc.
• Highlands Ranch, CO - 80129

  • Mariner Wealth Advisors
  • Morgan Rosel Wealth Management
• Johnstown, CO - 80534

  • Colorado Financial Management
• Lakewood, CO - 80227

  • Financial Security Management
  • Irving Planning & Investments, Ltd.
• Littleton, CO - 80123

  • Asset Solutions Inc.
• Littleton, CO - 80127

  • EP Wealth Advisors, LLC
  • Wambolt & Associates
• Lone Tree, CO - 80124

  • Financial Engines
  • Frontier Wealth Management
  • Shine Investment Advisory Services, Inc
• Louisville, CO - 80027

  • Peak Asset Management, LLC
  • Platte River Wealth Advisors
• Loveland, CO - 80537

  • Personalized Portfolio Management, Inc
• Loveland, CO - 80538

  • Financial Engines
  • Vital Investment Management LLC
• Monument, CO - 80132

  • SRS Capital Advisors, Inc.
• Silverthorne, CO - 80498

  • Summit Wealth Advisors (Mailing Address)
• Steamboat Springs, CO - 80487

  • Callahan Capital Management
  • Genereux Investment Management, Inc.
• Westminster, CO - 80031

  • WealthPLAN Partners
• Westminster, CO - 80234

  • Financial Engines

Connecticut

• Avon, CT - 06001

  • Asset Strategies, Inc.
  • New England Guild Wealth Advisors
• Cheshire, CT - 06410

  • Springboard Asset Management
• Darien, CT - 06820

  • Bourgeon Capital Management, LLC.
  • Investors Capital Management, Inc.
• East Hartford, CT - 06108

  • Founders Capital Management, LLC
• East Haven, CT - 06512

  • CTMA Wealth Management
• Farmington, CT - 06032

  • SAGEbroadview Wealth Management, LLC
• Glastonbury, CT - 06033

  • Apella Capital, LLC
  • Briggs Wealth Management, LLC
• Greenwich, CT - 06830

  • Belpointe Asset Management, LLC
  • BH Asset Management LLC
  • Catherine Avery Investment Management LLC
  • Colter Lewis Investment Partners
  • Gillespie, Robinson & Grimm, Inc.
  • Greenwich Advisors, LLC
• Groton, CT - 06340

  • Sightline Wealth Advisors, LLC
• Guilford, CT - 06437

  • Diastole Wealth Management
  • Shoreline Financial Advisors, LLC
• Hartford, CT - 06103

  • Bradley, Foster & Sargent
  • HFM Wealth Management | Hartford Financial Management Inc.
  • SKY Investment Group LLC
• Killingworth, CT - 06419

  • WJ Financial Advisors
• Litchfield, CT - 06759

  • Olson Mobeck Investment Advisors
• Madison, CT - 06443

  • Sightline Wealth Advisors, LLC
• Meriden, CT - 06451

  • New England Capital Financial Advisors, LLC
• Milford, CT - 06460

  • Springboard Asset Management
• New Canaan, CT - 06840

  • HTG Investment Advisors Inc.
  • Novick & Company Financial Group LLC
• New Haven, CT - 06510

  • Fairfield, Bush & Co.
  • Ladd Capital Management
• Norwalk, CT - 06851

  • Apexium Financial
• Old Greenwich, CT - 06870

  • Loretta Nolan Associates LLC
• Old Lyme, CT - 06371

  • Exencial Wealth Advisors
  • Hammond Iles Wealth Advisors
• Ridgefield, CT - 06877

  • Colchester Investment Counsel LLC
• Riverside, CT - 06878

  • Baxter Investment Management
  • Magnolia Lane Financial Advisors LLC
• Shelton, CT - 06484

  • Procyon Private Wealth Partners LLC
  • RB Capital Management, LLC
• South Windsor, CT - 06074

  • Asset Managment Associates
• Southport, CT - 06890

  • Charter Research & Investment Group, Inc.
• Stamford, CT - 06902

  • Asset Management Group, Inc
  • Clinton Investment Management
  • Palisades Hudson Asset Management, L.P.
  • Premier Wealth Advisors, LLC
• Stamford, CT - 06905

  • Oak Financial Group, Inc.
• West Hartford, CT - 06107

  • Breachway Investments
  • Fierston Financial Group Inc.
  • GYL Resnick
  • Mullaney, Keating & Wright, Inc.
  • YHB Investment Advisors, Inc.
• Westport, CT - 06880

  • Aspetuck Financial Management, LLC
  • Ayrshire Capital Management LLC
  • CastleKeep Investment Advisors LLC
  • Gilman Hill Asset Management, LLC
  • GYL Resnick
  • Paradigm Financial Partners, LLC
  • Personal Financial Advisors, LLC
  • Round Table Services, LLC
  • Trust Advisory Group, Ltd.
• Wethersfield, CT - 06109

  • Hammond Iles Wealth Advisors
  • Olson Mobeck Investment Advisors
• Wilton, CT - 06897

  • Falcon Capital Management, Inc.
  • Round Rock Advisors LLC
• Woodbridge, CT - 06525

  • Hammond Iles Wealth Advisors

District of Columbia

• District of Columbia, DC - 20005

  • Alexandria Capital, LLC
• District of Columbia, DC - 20036

  • Lynx Investment Advisory, LLC
• Washington, DC - 20004

  • CIBC Private Wealth Management
  • Seneca Financial Advisors LLC

Delaware

• Lewes, DE - 19958

  • Integrated Wealth Management, LLC
  • PKS Investment Advisors LLC
• Newark, DE - 19713

  • N1 Advisors
• NEWARK, DE - 19711

  • Omicron Advisors, LLC
• Wilmington, DE - 19801

  • Blue Rock RiversEdge
  • StratFI
  • Third Sigma Investment Advisors LLC
• Wilmington, DE - 19808

  • Crowley Wealth Management, Inc.
  • Integrated Wealth Management, LLC
• Wilmington, DE - 19810

  • Donald W. Nicholson & Associates, Ltd.

Florida

• Ave Maria, FL - 34142

  • Schwartz Investment Counsel, Inc.
• Aventura, FL - 33180

  • Evolution Wealth Advisors
• Boca Raton, FL - 33431

  • Biltmore Capital Advisors LLC
  • Buckingham Strategic Wealth
  • Financial Engines
  • Noesis Capital Management
  • Team Hewins, LLC
• Boca Raton, FL - 33432

  • Generations Wealth Planning
  • HighTower Boca Raton -Advisory services offered through HighTower Advisors LLC
  • Investment Advisory Professionals, LLC
  • LS Investment Advisors, LLC
  • StillBlue Financial Partners
• Boca Raton, FL - 33433

  • Banyan Global Investment Advisors LLC
• Boca Raton, FL - 33434

  • The Ducoat Financial Group
• Bonita Springs, FL - 34134

  • RTD Financial Advisors, Inc.
• Bonita Springs, FL - 34135

  • Integra Capital Advisors
• Bradenton, FL - 34205

  • Integra Capital Advisors
  • Moseley Investment Management, Inc.
• Celebration, FL - 34747

  • Rainey & Randall Investment Management, Inc.
• Clearwater, FL - 33756

  • ProVise Management Group
  • Successful Portfolios
• Clearwater, FL - 33764

  • Greystoke Consulting, Inc.
• Coconut Grove, FL - 33133

  • Investor Solutions
• Coral Gables, FL - 33134

  • Calamos Wealth Management, LLC
  • Cathy Pareto & Associates Inc.
  • Cherry Bekaert Wealth Management
  • Mariner Wealth Advisors
  • Patterson Investments
• Coral Gables, FL - 33146

  • Evensky & Katz/Foldes Financial Wealth Management
  • Firestone Capital Management
  • Millares Asset Management LLC
  • Powell Investment Advisors
• Coral Springs, FL - 33065

  • Personal Financial Profiles, Inc.
• Coral Springs, FL - 33067

  • FR Financial Advisors, LLC
• Davie, FL - 33328

  • Patterson Investments
• Daytona Beach, FL - 32118

  • Ashford Investment Advisors
• Englewood, FL - 34223

  • Wealth Architects, LLC
• Fort Lauderdale, FL - 33301

  • Palisades Hudson Asset Management, L.P.
• Fort Lauderdale, FL - 33304

  • Aviso Wealth Management
• Fort Lauderdale, FL - 33394

  • Freedom Advisory, LLC
• FORT LAUDERDALE, FL - 33316

  • Murray Street Capital Advisors, LLC
• Fort Myers, FL - 33907

  • Financial Services Advisory
  • HBKS Wealth Advisors
• Fort Myers, FL - 33919

  • Capital Cities Investments
  • HighTower Fort Myers - Advisory services offered through HighTower Advisors LLC
  • Marquis Wealth Management Group
• Ft. Myers, FL - 33912

  • Carnegie Investment Counsel
• Ft. Pierce, FL - 34950

  • HBKS Wealth Advisors
• Gainesville, FL - 32607

  • Koss Olinger
• Holly Hill, FL - 32117

  • Xcel Wealth Management
• Hollywood, FL - 33021

  • BlueKey Wealth Advisors
• Inverness, FL - 34450

  • Modera Wealth Management, LLC
• Jacksonvile, FL - 32202

  • StillBlue Financial Partners
• Jacksonville, FL - 32207

  • Riverplace Capital Management, Inc.
• Jacksonville, FL - 32210

  • Live Oak Family Offices LLC
• Jacksonville, FL - 32216

  • St. Nicholas Private Asset Management
  • TrustWell Financial Advisors, LLC
• Jacksonville, FL - 32224

  • Davis Capital Mangement
  • LionsBridge Wealth Management, LLC
• Jacksonville, FL - 32256

  • Financial Engines
  • Madden Advisory Services, Inc.
  • River Capital Advisors, L.C.
  • St Johns Investment Management Company
• Jacksonville Beach, FL - 32250

  • Intrepid Capital Management, Inc.
  • Summit Wealth Partners, LLC
• Jensen Beach, FL - 34957

  • Financial Planning Professionals, Inc.
• Jupiter, FL - 33477

  • Atlantic Wealth Partners, LLC
• Lake Mary, FL - 32746

  • Heritage Investment Group
  • Sigma Investment Counselors
• Lakewood Ranch, FL - 34202

  • Horizon Wealth Advisors
• Lauderdale by the Sea, FL - 33308

  • 1650 Wealth Management, LLC
• LONGBOAT KEY, FL - 34228

  • Sullivan Capital Management
• Maitland, FL - 32751

  • Spraker Wealth Management
• Melbourne, FL - 32940

  • Financial Engines
  • Moisand Fitzgerald Tamayo, LLC
  • Money Management Concepts, Inc.
  • Ruggiero Investments
• Miami, FL - 33131

  • Buckingham Strategic Wealth
  • Financial Engines
  • Preston Wealth Advisors, LLC
  • Wescott Financial Advisory Group LLC
• Miami, FL - 33137

  • Team Hewins, LLC
• Miami, FL - 33156

  • 1650 Wealth Management, LLC
  • Financial Engines
  • The Lubitz Financial Group
• Miami, FL - 33173

  • Pinnacle Advisory Group
• Miami, FL - 33186

  • Inkwell Capital
• Miami Beach, FL - 33139

  • Thomas J. Herzfeld Advisors, Inc.
• Miramar Beach, FL - 32550

  • Arbor Wealth Management, LLC
• Naples, FL - 34102

  • Aventus Investment Advisors, Inc.
  • Naples Global Advisors
  • Wealth Management Advisors, LLC
• Naples, FL - 34103

  • HBKS Wealth Advisors
  • HBKS Wealth Advisors
  • MWM Investment Consulting, LLC
  • Pinnacle Advisory Group
• Naples, FL - 34105

  • Antonetti Capital Management, LLC
• Naples, FL - 34108

  • Ciccarelli Advisory Services Inc.
  • Mainstay Capital Management, LLC
  • Oakmont Capital Management, LLC
  • Private Capital Management, LLC
• Naples, FL - 34109

  • Capital Wealth Advisors
  • Personal Financial Advisors, LLC
  • Personal Financial Profiles, Inc.
  • Segall Bryant & Hamill
  • Summit Wealth Partners, LLC
• Naples, FL - 34110

  • Aviance Capital Partners, LLC
• Naples, FL - 34113

  • Keystone Wealth Advisors, Inc.
• North Palm Beach, FL - 33408

  • Camden Capital
• Orlando, FL - 32801

  • Allgen Financial
  • AlphaQ Advisors
  • Hallmark Capital Management, Inc.
  • Moisand Fitzgerald Tamayo, LLC
  • Resource Consulting Group
• Orlando, FL - 32803

  • Summit Wealth Partners, LLC
• Orlando, FL - 32804

  • Youngs Advisory Group
• Orlando, FL - 32814

  • FirstWave Financial
  • St Johns Investment Management Company
• Palm Beach, FL - 33480

  • Hamilton Capital
• Palm Beach Gardens, FL - 33410

  • Optimist Capital LLC
  • Wisehaupt, Bray Asset Management - Advisory services offered through HighTower Advisors LLC
• Pensacola, FL - 32501

  • Saltmarsh Financial Advisors, LLC
• Pensacola, FL - 32502

  • Money Professionals LLC
• Plantation, FL - 33324

  • Financial Engines
• Pompano Beach, FL - 33062

  • Heritage Investment Group
• Ponte Vedra, FL - 32082

  • Crawford Investment Counsel, Inc.
• Punta Gorda, FL - 33950

  • Ballast Advisors
• Sarasota, FL - 34231

  • Forum Financial Management, LP
• Sarasota, FL - 34232

  • LPF Advisors, LLC
  • Sara-Bay Financial Corp
• Sarasota, FL - 34233

  • Plancorp, LLC
• Sarasota, FL - 34236

  • Baron Financial Group, LLC
  • Bay Point Wealth
  • Forum Financial Management, LP
  • Generations Wealth Planning
  • HBKS Wealth Advisors
  • J L Bainbridge & Co, Inc
  • Moseley Investment Management
  • Rudd International, Inc.
• Sarasota, FL - 34237

  • Compound Family Offices, LLC
• Sarasota, FL - 34240

  • Financial Engines
• Satellite Beach, FL - 32937

  • FirstWave Financial
• South Miami, FL - 33143

  • Forum Financial Management, LP
• St Petersburg, FL - 33701

  • Antonetti Capital Management LLC
  • ARS Wealth Advisors
  • Howland and Associates, LLC
  • Prosper Financial Advisers
• St. Augustine, FL - 32080

  • Minich MacGregor Wealth Management
• St. Johns, FL - 32259

  • HK Financial Services
• St. Petersburg, FL - 33702

  • G&O Financial
• Stuart, FL - 34994

  • Integritt Wealth Management, LLC
• Stuart, FL - 34996

  • HBKS Wealth Advisors
• Tallahassee, FL - 32309

  • Tallahassee Financial Advisors
  • Wealth Management Corporation
• Tampa, FL - 33602

  • Aurum Wealth Management Group
  • Saltmarsh Financial Advisors, LLC
• Tampa, FL - 33603

  • StanCorp Investment Advisers, Inc.
• Tampa, FL - 33605

  • Hallmark Capital Management, Inc.
• Tampa, FL - 33606

  • Heritage Investment Group
  • John Boyer, Inc.
• Tampa, FL - 33607

  • Financial Engines
  • Frisch Financial Group, Inc.
  • Sequoia Financial Advisors, LLC - Tampa
• Tampa, FL - 33609

  • Suncoast Equity Management
  • Sutton Wealth Advisors, Inc.
• Tampa, FL - 33610

  • Financial Engines
• Tampa, FL - 33626

  • Lawrence Financial Planning LLC
• Tavares, FL - 32778

  • Ruggie Wealth Management
• Venice, FL - 34285

  • Fiduciary Consulting Group, Inc
• Vero Beach, FL - 32960

  • Washburn Capital Management, Inc.
• Vero Beach, FL - 32963

  • SeaCrest Wealth Management, LLC
• West Palm Beach, FL - 33401

  • CIBC Private Wealth Management
  • Hallmark Capital Management, Inc.
  • Mariner Wealth Advisors
  • Ruggiero Investments
  • Sheets Smith Wealth Management
  • Strategic Financial Services, Inc
• West Palm Beach, FL - 33405

  • Investment Advisory Professionals, LLC
• West Palm Beach, FL - 33412

  • Excomp Asset Management
• Winter Park, FL - 32789

  • AHL Investment Management, Inc.
  • Beacon Pointe Advisors
  • David Vaughan Investments, LLC
  • Ruggie Wealth Management
  • Water Oak Advisors

Georgia

• Albany, GA - 31721

  • KingsMark Private Financial Advisors
• Alpharetta, GA - 30005

  • AdvicePeriod LLC
• Alpharetta, GA - 30009

  • Golden Bell Financial Planning
• Alpharetta, GA - 30022

  • Capital Endurance Group
  • Homrich Berg
• Athens, GA - 30605

  • Elwood & Goetz Wealth Advisory Group
• Atlanta, GA - 30303

  • A. Montag & Associates
• Atlanta, GA - 30305

  • Brightworth
  • Gwynn Management Company
  • IRC Wealth
• Atlanta, GA - 30308

  • SignatureFD, LLC
• Atlanta, GA - 30309

  • Cherry Bekaert Wealth Management
  • CornerCap Investment Counsel
  • Investment, Research & Advisory Group, Inc.
  • Lakeview Capital Partners
  • NovaPoint Capital
• Atlanta, GA - 30324

  • The Marin Group
• Atlanta, GA - 30326

  • Asset Preservation Advisors
  • Builder Investment Group, Inc.
  • Compass Wealth Management
  • Financial Engines
  • Homrich Berg
  • Marco Investment Management LLC
  • Mosaic Wealth Management, LLC
  • Oakbridge Partners, Ltd
  • Palisades Hudson Asset Management, L.P.
  • Patton Albertson Miller Group LLC
  • Rollins Financial, Inc.
  • TrueWealth, LLC
• Atlanta, GA - 30327

  • CIBC Private Wealth Management
  • Edge Capital Group
  • Peregrine Investment Advisors, LLC
  • Sherrill & Hutchins Financial Advisory, Inc.
  • The Financial Discovery Group
  • Waypoint Wealth Counsel
  • West Paces Advisors, LLC
• Atlanta, GA - 30328

  • Atlanta Financial Associates, LLC
  • Baugh & Associates, LLC
  • Capital Investment Advisors
  • Eads & Heald Wealth Management
  • Pathway Financial Advisors, LLC
  • Resource Planning Group
• Atlanta, GA - 30338

  • Enclave Advisors, LLC
• Atlanta, GA - 30339

  • Alder Financial Group
  • BT Wealth Management
  • Buckhead Capital Management, LLC
  • Crawford Investment Counsel, Inc.
  • Financial Engines
  • Gratus Capital, LLC
  • Homrich Berg
  • Persium Advisors, LLC
• Atlanta, GA - 30342

  • Modera Wealth Management, LLC
  • Red Tortoise LLC
• Atlanta, GA - 30346

  • RTD Financial Advisors, Inc
• Atlanta, GA - 30350

  • Capital Directions, LLC
• Atlanta, GA - 30354

  • Financial Engines
• Atlanta, GA - 30355

  • Randall P. Martin
• Atlanta, GA - 30363

  • Smith & Howard Wealth Management
• Augusta, GA - 30901

  • Cherry Bekaert Wealth Management
  • Wynn Capital
• Augusta, GA - 30904

  • Firethorn Wealth Partners
• Augusta, GA - 30907

  • Calvary Wealth
• Augusta, GA - 30909

  • AP Wealth Management, LLC
  • Asset Advisors Investment Management, LLC
• Blairsville, GA - 30512

  • Day & Ennis, LLC
• Buford, GA - 30519

  • Financial Engines
• Columbus, GA - 31904

  • Greatmark Investment Partners, Inc.
  • The Money Advisor Group, LLC
  • Townsend Wealth Management
• Conyers, GA - 30094

  • Beacon Financial Advisers, Inc.
• Decatur, GA - 30030

  • Collegiate Capital Management, Inc.
  • Ferguson Shapiro, LLC
• Duluth, GA - 30097

  • Beacon Financial Advisers, Inc.
• Kennesaw, GA - 30144

  • Integer Wealth Advisors Group, LLC
• Mableton, GA - 30126

  • Red Tortoise LLC
• Macon, GA - 31201

  • Patton Albertson Miller Group LLC
• Macon, GA - 31210

  • Day & Ennis, LLC
• Marietta, GA - 30060

  • Marietta Wealth Management, LLC
  • Narwhal Capital Management
• Marietta, GA - 30062

  • American Financial Advisors, LLC
  • Arlington Hall Research & Investment Management
  • Sentara Capital, LLC
• Marietta, GA - 30068

  • Maple Capital Management
• McDonough, GA - 30253

  • CapSouth Wealth Management
• Milton, GA - 30004

  • Financial Engines
  • Jamison Private Wealth Management
• Peachtree Corners, GA - 30092

  • Cornerstone Management, Inc.
• Roswell, GA - 30076

  • Blueprint Wealth Management
• Savannah, GA - 31401

  • First City Capital Management
• Savannah, GA - 31405

  • Chatham Capital Group, Inc.
• Savannah, GA - 31406

  • The Fiduciary Group
• Savannah, GA - 31410

  • Trimaran Capital, LLC
• Suwanee, GA - 30024

  • Advanced Financial Strategists, Inc
  • AFS Advisors, LLC
  • Weaver Capital Management LLC
• Thomasville, GA - 31792

  • MMHP Investment Advisors
• Woodstock, GA - 30188

  • Financial Architects, LLC

Hawaii

• Honolulu, HI - 96813

  • Andrews Advisory Associates, LLC
  • Arista Advisory Group, LLC
  • Cadinha & Co., LLC
  • The Rice Partnership, LLC
• Honolulu, HI - 96816

  • Kahala Financial Advisors, LLC
  • Lee Financial Group Hawaii
  • Robert Priske, LLC
• Honolulu, HI - 96817

  • C. M. Bidwell & Associates, Ltd.
• Kahului, HI - 96732

  • The Rice Partnership, LLC
• Kailua, HI - 96734

  • BelloAdvisers, LLC
• Keauhou, HI - 96739

  • Natural Investments, LLC

Iowa

• Ames, IA - 50010

  • Marrs Wealth Management
• Burlington, IA - 52601

  • Buckingham Strategic Wealth
• Cedar Rapids, IA - 52401

  • RSM US Wealth Management LLC
• Cedar Rapids, IA - 52402

  • BerganKDV Wealth Management
• Council Bluffs, IA - 51503

  • Dickinson Investment Advisors
• Davenport, IA - 52801

  • RSM US Wealth Management LLC
• Des Moines, IA - 50309

  • AHC Advisors, Inc.
  • RSM US Wealth Management LLC
  • West Financial Advisors, LLC
• Des Moines, IA - 50311

  • Forrest Financial Services L.L.C
• Dubuque, IA - 52001

  • Steele Capital Management, Inc.
• Dubuque, IA - 52002

  • HK Financial Services
• Johnston, IA - 50131

  • BerganKDV Wealth Management
• Nevada, IA - 50201

  • West Financial Advisors, LLC
• Sioux City, IA - 51101

  • Pecaut and Company
• Urbandale, IA - 50322

  • AO Wealth Advisory
  • HK Financial Services
  • Mokosak Advisory Group, LLC
• Waterloo, IA - 50703

  • BerganKDV Wealth Management
• West Des Moines, IA - 50265

  • Financial Engines
  • Gilbert & Cook, Inc.
• West Des Moines, IA - 50266

  • Foster Group
  • Mariner Wealth Advisors
  • River Glen Wealth Counselors
  • Steele Capital Management, Inc.
  • Value Wealth Management
  • Wealth Enhancement Advisory Services, LLC

Idaho

• Boise, ID - 83702

  • Buffington Mohr McNeal
  • D.B. Fitzpatrick & Co.
  • Figure 8 Investment Strategies
  • Forum Financial Management, LP
  • Franklin Trend Management, LLC
  • Mountain Pacific Investment Advisers, Inc.
  • R|W Investment Management LLC
• Boise, ID - 83703

  • Berkeley, Inc.
• Boise, ID - 83705

  • Gem State Investment Advisors, LLC
  • Pinnacle Portfolio Advisors, LLC
• Coeur d'Alene, ID - 83814

  • Hart Capital Management
  • Pinkerton Retirement Specialists, LLC
• Eagle, ID - 83616

  • Arcadia Investment Advisors, LLC
• Hayden, ID - 83835

  • CAVU Wealth Management
• Ketchum, ID - 83340

  • Northside Capital Management
  • Sun Valley Advisors, Inc
• Meridian, ID - 83646

  • Financial Engines
• Moscow, ID - 83843

  • HRC Wealth Management, LLC

Illinois

• Arlington Heights, IL - 60005

  • Arlington Capital Management
  • Responsive Financial Group, Inc.
• Aurora, IL - 60506

  • Meyer Wealth Advisors
• Bartlett, IL - 60103

  • Forum Financial Management, LP
• Berwyn, IL - 60402

  • Forest Asset Management LLC
• Bloomington, IL - 61704

  • Savant Capital Management
  • Wall Street Financial Group, Inc.
• Bourbonnais, IL - 60914

  • Buckingham Strategic Wealth
• Carlinville, IL - 62626

  • Wall Street Financial Group, Inc.
• Champaign, IL - 61821

  • Holder Wealth Management, Inc.
• chicago, IL - 07716

  • Summit Trail Advisors, LLC
• Chicago, IL - 60601

  • Marquette Associates, Inc.
  • Urban Financial Advisory Corporation
• Chicago, IL - 60602

  • Dolan McEniry Capital Management, LLC
  • Moller Financial Services
  • Private Vista, LLC
  • Savant Capital Management
• Chicago, IL - 60603

  • Chesley, Taft & Associates, LLC
• Chicago, IL - 60604

  • Mitchell, Vaught & Taylor, Inc.
• Chicago, IL - 60606

  • APS Labs, LLC
  • Balasa Dinverno Foltz LLC
  • Centric Wealth Management, LLC
  • Chicago Partners Wealth Advisors
  • Chicago Wealth Management, INC.
  • CIBC Private Wealth Management
  • Costello Financial Planning, Inc.
  • JMG Financial Group, Ltd.
  • Lowery Asset Consulting LLC
  • Matrix Capital Advisors, LLC
  • Mindful Wealth LLC
  • Plante Moran Financial Advisors
  • Schlindwein Associates, LLC
  • Virtue Asset Management
  • Windgate Wealth Management
  • Wipfli Financial Advisors, LLC
  • Zacks Investment Management
• Chicago, IL - 60610

  • Upper Left Wealth Management, LLC
• Chicago, IL - 60611

  • Clune & Associates
  • Fountainhead Financial, LLC
  • Gofen and Glossberg, L.L.C.
  • Mosaic Financial Group, LLC
  • Trinity Financial Advisors, LLC
• Chicago, IL - 60614

  • STUDIO Investment Management
  • Tetley Investments
• Chicago, IL - 60618

  • Forum Financial Management, LP
  • Propel Financial Advisors
• Chicago, IL - 60631

  • Financial Solutions Advisory Group
• Chicago, IL - 60638

  • Forum Financial Management, LP
• Chicago, IL - 60642

  • QCI Tax Savings
• Chicago, IL - 60654

  • C.W. Henderson and Associcates, Inc
  • Embree Financial Group
  • Hummer Mower Associates - Advisory services offered through HighTower Advisors LLC
  • The Planning Center, Inc.
• Chicago, IL - 60661

  • DiMeo Schneider & Associates, L.L.C.
  • Kruse Asset Management
  • Segall Bryant & Hamill
• Crystal Lake, IL - 60014

  • Piershale Financial Group, Inc.
• Danville, IL - 61832

  • McLaughlin Asset Management, Inc.
• Davis, IL - 61019

  • Stonebrook Capital Management, Inc.
• Deer Park, IL - 60010

  • Essex, LLC
  • Lantern Wealth Advisors, LLC
  • Patrick M. Sweeney & Associates, Inc.
  • Virtue Asset Management
• Deerfield, IL - 60015

  • Buckingham Strategic Wealth
  • Centric Wealth Management, LLC
  • Hochman Cole Investment Advisors, Inc.
  • Nadler Financial Group, Inc.
  • Newman Schimel
  • Strategic Wealth Partners
• Des Plaines, IL - 60016

  • Athena Private Wealth
• Downers Grove, IL - 60515

  • Capstone Financial Advisors, Inc.
  • JMG Financial Group, Ltd.
  • Savant Capital Management
  • Stabile Investment Management
• EDWARDSVILLE, IL - 62025

  • Visionary Wealth Advisors
• Elgin, IL - 60123

  • Plante Moran Financial Advisors
• Elmhurst, IL - 60126

  • Mentor Capital Management Inc.
• Evanston, IL - 60201

  • Gryphon Advisors
• Frankfort, IL - 60423

  • Forum Financial Management, LP
• Freeport, IL - 61032

  • Savant Capital Management
• Geneva, IL - 60134

  • Blue Haven Capital LLC
• Glen Ellyn , IL - 60137

  • Fortune Financial Group, Inc.
  • Forum Financial Management, LP
  • Siligmueller & Norvid Wealth Advisors
• Hanover, IL - 61041

  • Stonebrook Capital Management, Inc.
• Highland, IL - 62249

  • Powers Advisory Group
• Hinsdale, IL - 60521

  • Private Vista, LLC
• Hoffman Estates, IL - 60169

  • Clearwater Capital Partners
• Hoffman Estates, IL - 60192

  • Savant Capital Management
• Itasca, IL - 60143

  • Balasa Dinverno Foltz LLC
  • Wealth Enhancement Advisory Services, LLC
• Joliet, IL - 60435

  • Forum Financial Management, LP
• Lake Bluff, IL - 60044

  • SeaCrest Wealth Management, LLC
• Lake Forest, IL - 60045

  • Alley Company, LLC
  • Forum Financial Management, LP
  • Horizon Capital Management, LLC
• Lincolnshire, IL - 60069

  • Dream Capital Advisors, LLC
  • Forum Financial Management, LP
  • Savant Capital Management
  • Wipfli Financial Advisors, LLC
• Lincolnwood, IL - 60712

  • The Nestegg Group, Inc.
• Lombard, IL - 60148

  • Forum Financial Management, LP
• Marion, IL - 62959

  • Wall Street Financial Group, Inc.
• Mokena, IL - 60448

  • Hammond Investment Management, LLC
• Moline, IL - 61265

  • The Planning Center, Inc.
• Naperville, IL - 60540

  • WindRock Wealth Management
• Naperville, IL - 60563

  • Calamos Wealth Management LLC
  • DHJJ Financial Advisors
  • Forum Financial Management, LP
  • Savant Capital Management
  • SeaCrest Wealth Management, LLC
  • Sebold Capital Management
• Northbrook, IL - 60062

  • Financial Engines
  • Oak Wealth Advisors
• Northfield, IL - 60093

  • Eastgate Capital Advisors LLC
  • Forum Financial Management, LP
  • Moller Financial Services
  • Strategic Portfolio Managers
  • The Planning Group
• Oak Brook, IL - 60523

  • Clement Street Capital
  • Financial Engines
  • Money Managers Advisory
  • Whitnell & Co
• Oak Forest, IL - 60452

  • McDonnell Capital Management
• Oak Park, IL - 60301

  • Stonebrook Capital Management, Inc.
• Oak Park, IL - 60302

  • New Capital Management, LLC
• Oakbrook Terrace, IL - 60181

  • Ballast Equity Management, LLC
  • BKD Wealth Advisors, LLC
  • Capital Strategies Investment Group LLC
  • Mariner Wealth Advisors
  • T2 Asset Management
• Orland Park, IL - 60462

  • Financial Engines
  • Forum Financial Management, LP
  • Strategic Investment Solutions, Inc.
• Palatine, IL - 60067

  • DWM Financial Group, Inc.
  • EP Wealth Advisors, LLC
  • Von Holt Financial Advisors, Inc.
  • Wipfli Financial Advisors, LLC
• Park Ridge, IL - 60068

  • Deerfield Financial Advisors, Inc.
• Peoria, IL - 61602

  • RSM US Wealth Management LLC
  • Strategic Wealth Management, LLC
• Peoria, IL - 61614

  • David Vaughan Investments, LLC
  • Savant Capital Management
• Peoria Heights, IL - 61616

  • Cypress Asset Management
• RIVER FOREST, IL - 60305

  • Quantum Capital Investments
• Rockford, IL - 61108

  • Heritage Way Advisors, L.L.C.
  • RSM US Wealth Management LLC
  • Wipfli Financial Advisors, LLC
• Rockford , IL - 61107

  • Focus Financial Advisors, Inc.
  • Savant Capital Management
• Schaumburg, IL - 60173

  • RSM US Wealth Management LLC
• Shiloh, IL - 62269

  • Cambridge Capital Management, LLC
  • Financial Engines
  • Visionary Wealth Advisors
• Skokie, IL - 60076

  • Forum Financial Management, LP
• Skokie, IL - 60077

  • Harbour Financial Resources, Ltd.
  • Rappaport Reiches Capital Management
• Spring Grove, IL - 60081

  • Barrett Wealth Connection LLC
• Springfield, IL - 62704

  • KEB Asset Management, LLC
  • Robert Gordon & Associates, Inc.
• SPRINGFIELD, IL - 62711

  • Langdon Financial Management Inc
• St. Charles, IL - 60174

  • AHC Advisors, Inc
  • Forum Financial Management, LP
  • Savant Capital Management
• Sterling, IL - 61081

  • Savant Capital Management
• Teutopolis, IL - 62467

  • Brucke Financial, Inc.
• Wheaton, IL - 60187

  • Forum Financial Management, LP
• Wilmette, IL - 60091

  • Savant Capital Management

Indiana

• Avon, IN - 46123

  • Webb Capital Management, LLC
• Bloomington, IN - 47401

  • Hurlow Wealth Management Group, Inc.
• Bloomington, IN - 47404

  • Laughlin Financial LLC
• Bloomington, IN - 47408

  • Bullock Wealth Management Group Inc.
• Bremen, IN - 46506

  • Hilltop Wealth Solutions
• Carmel, IN - 46032

  • Turtair Capital Advisors
• Columbus, IN - 47201

  • Bullock Wealth Management Group Inc.
• Crawfordsville, IN - 47933

  • Market Street Wealth Management Advisors, LLC
• Elkhart, IN - 46514

  • RSM US Wealth Management LLC
• Evansville, IN - 47708

  • Pettinga Financial Advisors
• Fort Wayne, IN - 46804

  • Dickmeyer Boyce Financial Management, Inc.
  • Galecki Financial Management
  • SYM Financial Advisors
• Fort Wayne, IN - 46825

  • Financial Engines
  • Mountain PEAK Wealth Advisors
• Fort Wayne, IN - 46845

  • Wealth Advisors Group
• Greenwood, IN - 46142

  • Financial Engines
  • Treybourne Wealth Planners
• Hammond, IN - 46324

  • Horizon Investment Services, LLC
• Indianapolis, IN - 46202

  • Capital Cities Investments
• Indianapolis, IN - 46204

  • CORE Wealth Advisors
  • StanCorp Investment Advisers, Inc.
• Indianapolis, IN - 46228

  • Brucke Financial, Inc.
• Indianapolis, IN - 46240

  • Axia Advisory
  • Bedel Financial Consulting, Inc.
  • Buckingham Strategic Wealth
  • Bullock Wealth Management Group Inc.
  • Column Capital Advisors
  • Deerfield Financial Advisors, Inc.
  • Elser Financial Planning, Inc
  • Hurlow Wealth Management Group, Inc.
  • Mariner Wealth Advisors
  • Peloton Wealth Strategists Inc.
  • Spectrum Management Group
  • SYM Financial Advisors
  • Wallington Asset Management, LLC
  • Windsor Wealth Management, Inc.
  • Woodley Farra Manion Portfolio Management
• Indianapolis, IN - 46244

  • BKD Wealth Advisors, LLC
• Indianapolis, IN - 46250

  • Financial Engines
  • Holistic Financial Partners, LLC
  • WealthPoint Advisors, LLC
• Indianapolis, IN - 46256

  • CFG Wealth Management Services, Inc.
• Indianapolis, IN - 46260

  • NorthWest Financial Services, Inc.
  • Valeo Financial Advisors
• Indianapolis, IN - 46268

  • Worley Erhart-Graves Financial Advisors, Inc.
• Indianapolis, IN - 46278

  • Halter Ferguson Financial
• Indianapolis, IN - 46280

  • Market Street Wealth Management Advisors, LLC
• Indianapolis, IN - 46290

  • Aldebaran Capital, LLC
  • Indie Asset Partners, LLC
• JEFFERSONVILLE, IN - 47130

  • Oxinas Partners Wealth Management
• Kendallville, IN - 46755

  • AMI Investment Mangement, Inc.
• Lafayette, IN - 47901

  • Bullock Wealth Management Group Inc.
  • McLaughlin Asset Management, Inc.
• McCordsville, IN - 46055

  • HK Financial Services
• Michigan City, IN - 46360

  • Hilltop Wealth Solutions
• Mishawaka, IN - 46545

  • Hilltop Wealth Solutions
  • SYM Financial Advisors
• New Albany, IN - 47150

  • Mariner Wealth Advisors
• Peru, IN - 46970

  • Hilltop Wealth Solutions
• South Bend, IN - 46601

  • RSM US Wealth Management LLC
• West Lafayette, IN - 47906

  • Banker Investment Group
• Winona Lake, IN - 46590

  • SYM Financial Advisors
• Zionsville, IN - 46077

  • CenterPoint Wealth Management, LLC

Kansas

• Leawood, KS - 66211

  • Keen Wealth Advisors
  • Legacy Financial Strategies, LLC
  • Mariner Wealth Advisors
  • Mariner Wealth Advisors LLC
  • Mitchell Capital Management Co
  • Wealth Management Advisors, Inc.
• Leawood, KS - 66224

  • Financial Advisory Service, Inc.
  • The Retirement Planning Group
• LENEXA, KS - 66215

  • Family Investment Center
• Mission, KS - 66205

  • Falcon Wealth Advisors - Advisory services offered through HighTower Advisors LLC
  • Weaver Financial
• Overland Park, KS - 66210

  • Aspen Wealth Management, Inc.
  • Aspyre Wealth Partners
  • Beyond Wealth
  • Financial Engines
  • Paragon Capital Management, llc
  • Prism Financial Group, L.L.C.
  • S&A Financial Services, Inc.
  • Stepp & Rothwell, Inc.
  • The ETF Store
• Overland Park, KS - 66213

  • Midwest Financial Partners
• Overland Park, KS - 66223

  • Boyer & Corporon Wealth Management, LLC
  • Providence Financial Advisors, LLC
• Pittsburg, KS - 66762

  • Mariner Wealth Advisors
• Prairie Village, KS - 66208

  • Danda Trouve Investment Management
• Shawnee, KS - 66226

  • Financial Engines
• Topeka, KS - 66604

  • ProActive Capital Management, Inc.
• Topeka, KS - 66610

  • Midwest Financial Partners
• Wichita, KS - 67206

  • Financial Engines
  • Frontier Wealth Management
  • Mariner Wealth Advisors
• Wichita, KS - 67226

  • Redstone Advisors, Inc

Kentucky

• Bellevue, KY - 41073

  • Mackey Advisors
• Bowling Green, KY - 42101

  • Landmark Financial Advisors, LLC
  • Tony Walker Financial
• Florence, KY - 41042

  • Financial Engines
• Ft. Mitchell, KY - 41017

  • Altus Wealth Management LLC
• Ft. Wright, KY - 41011

  • AlphaMark Advisors LLC
  • MCF Advisors LLC
• Lexington, KY - 40502

  • E. S. Barr & Co.
• Lexington, KY - 40503

  • Asio Capital, LLC
• Lexington, KY - 40504

  • Tony Walker Financial
• Lexington, KY - 40507

  • Joule Financial
  • MCF Advisors LLC
  • Russell Capital Management
• Lexington, KY - 40509

  • D. Scott Neal, Inc.
• Lexington, KY - 40513

  • Financial Engines
• Louisville, KY - 40202

  • SeaCrest Wealth Management, LLC
• Louisville, KY - 40207

  • ACCESS Wealth Management
  • Accredited Wealth Management
  • D. Scott Neal, Inc.
  • Regent Investment Management LLC
  • Stegner Investment Associates, Inc.
• Louisville, KY - 40220

  • Pillar Financial Advisors
• Louisville, KY - 40222

  • Jesse Investment Advisors, Inc.
  • Mariner Wealth Advisors
  • Tony Walker Financial
• Louisville, KY - 40223

  • ARGI Investment Services
  • Canopus Wealth Management
  • Centerline Wealth Advisors
  • Parthenon LLC
  • Tatro Capital LLC
• Louisville, KY - 40241

  • Financial Engines
• Nicholasville, KY - 40356

  • Spectrum Financial Alliance, Ltd., LLC

Louisiana

• Baton Rouge, LA - 70806

  • TWRU Private Wealth Management LLC
• Baton Rouge, LA - 70808

  • B.F. Anderson & Company
  • Evans Investment Advisors, LLC
  • Graf Financial LLC
• Baton Rouge, LA - 70810

  • Financial Engines
• Baton Rouge, LA - 70816

  • Advisor.Investments
• Bossier City, LA - 71111

  • Brett Josey Wealth Management LLC
• Covington, LA - 70433

  • Personal Financial Advisors, LLC
• Lafayette, LA - 70501

  • Advisor.Investments
• Lafayette, LA - 70503

  • BCM Advisors, LLC
  • Summit Financial Wealth Advisors
• Lafayette, LA - 70506

  • Financial Management Services of America LLC.
• Lafayette, LA - 70508

  • Avant Capital LLC
• Lake Charles, LA - 70605

  • FMP Wealth Advisers
• Mandeville, LA - 70471

  • Eagle Capital Management, LLC
  • Financial Engines
  • Frontier Investment Management Company
• Metairie, LA - 70002

  • Financial Engines
  • FPL Capital Management
  • Stratos Wealth Partners, LTD
• Metairie, LA - 70006

  • Crescent Sterling, Ltd.
• Monroe, LA - 71201

  • Summit Financial Wealth Advisors
• New Orleans, LA - 70130

  • St. Denis J. Villere & Co
  • The Planning Center, Inc.
  • Waters, Parkerson & Co., LLC
• New Orleans, LA - 70139

  • Delta Financial Advisors
• Shreveport, LA - 71101

  • Eagle Financial Management Services

Massachusetts

• Amherst, MA - 01002

  • West Branch Capital, LLC
• Andover, MA - 01810

  • The Financial Advisors LLC
• Beverly, MA - 01915

  • R.W. Roge & Company, Inc.
• Boston, MA - 02108

  • Boston Portfolio Advisers, LLC
  • Welch & Forbes LLC
  • Zevin Asset Management, LLC
• Boston, MA - 02109

  • Appleton Partners, Inc.
  • Boston Financial Management, LLC
  • McAdam LLC
  • Penobscot Investment Management Co., Inc.
  • SageView Advisory Grup
• Boston, MA - 02110

  • Birch Hill Investment Advisors
  • CIBC Private Wealth Management
  • Crestwood Advisors Group, LLC
  • Daintree Advisors LLC
  • Eaton Vance Investment Counsel
  • Lake Street Advisors
  • Marble Harbor Investment Counsel
  • NBW CAPITAL LLC
  • Prio Wealth
  • RINET Company, LLC
  • Silvercrest Asset Management Group LLC
  • Summit Trail Advisors, LLC
  • TFC Financial Management, Inc.
• Boston, MA - 02115

  • O'Brien Wealth Partners LLC
• Boston, MA - 02116

  • Aspiriant
  • CLARO ADVISORS, LLC.
  • Fenway Financial Advisors, LLC
  • LEVATUS LLC
  • Modera Wealth Management, LLC
  • Siharum Advisors, LLC
• Boston, MA - 02129

  • RSM US Wealth Management LLC
• Burlington, MA - 01803

  • SAGEbroadview Wealth Management, LLC
• Canton, MA - 02021

  • Gray Equity Management, LLC
• Cohasset, MA - 02025

  • South Shore Capital Advisors, LLC
• Concord, MA - 01742

  • Concord Atlantic Inc.
• Dalton, MA - 01226

  • Berkshire Money Management
• Duxbury, MA - 02331

  • WH Cornerstone Investments
• Duxbury, MA - 02332

  • Financial Management Associates, LLC
• East Longmeadow, MA - 01028

  • Financial Engines
• Fairhaven, MA - 02719

  • Pine Haven Investment Counsel, Inc
• Fall River, MA - 02720

  • Northeast Capital Management Inc
  • Successful Money Strategies, Inc.
• Foxboro, MA - 02035

  • Betro | Mileszko & Company, LLC
• Framingham, MA - 01701

  • TSW Wealth Management
• Great Barrington, MA - 01230

  • American Investment Services, Inc.
• Hingham, MA - 02043

  • Aequitas Investment Advisors, LLC
  • Sandy Cove Advisors, LLC
  • West Branch Capital, LLC
• Hyannis, MA - 02601

  • Beacon Financial Planning of Cape Cod, Inc
• Lexington, MA - 02420

  • Wingate Wealth Advisors
• Lexington, MA - 02421

  • Lexington Wealth Management - Advisory services offered through HighTower Advisors LLC
  • Street Smart Financial LLC
  • White Lighthouse Investment Management, INC.
• Manchester, MA - 01944

  • Arjuna Capital LLC
• Mansfield, MA - 02048

  • C2C Wealth Management, LLC
• Marion, MA - 02738

  • American Research & Management Co.
  • Cottage Street Advisors
• Marlborough, MA - 01752

  • Ferris Capital, LLC
• Needham, MA - 02492

  • Forness Financial LLC
  • Traub Capital Management
• Needham Heights, MA - 02494

  • Beaumont Financial Partners, LLC
  • Dr. Alan N. Hoffman Investment Manager
• Newburyport, MA - 01950

  • The Financial Advisors LLC
• Newton, MA - 02466

  • Sandbox Financial Partners
• North Andover, MA - 01845

  • Boston Hill Advisors, LLC
  • Financial Management Associates, LLC
• Norwell, MA - 02061

  • Contravisory Investment Management, Inc.
• Norwood, MA - 02062

  • FinArc Investments Inc.
  • Shorepoint Capital Partners, LLC
• Orleans, MA - 02653

  • McIntyre, Freedman & Flynn Investment Advisers, Inc.
  • West Branch Capital, LLC
• Plymouth, MA - 02360

  • 1620 Investment Advisors, Inc
  • Charles Carroll Financial Partners
• Quincy, MA - 02169

  • Financial Engines
  • PRW Wealth Management, LLC
• Rockland, MA - 02370

  • First National Corporation
• Salem, MA - 01970

  • Cabot Wealth Management, Inc.
  • Finer Wealth Management, Inc.
• Springfield, MA - 01115

  • Brae Head, Inc.
• Tewksbury, MA - 01876

  • MFA Asset Management
  • Wealth Management Advisors, LLC
• Wakefield, MA - 01880

  • Financially In Tune
  • Sentinel Benefits & Financial Group
• Waltham, MA - 02451

  • Argent Wealth Management
  • Beacon Pointe Advisors
  • Montis Financial, LLC
  • Peak Financial Management
• Waltham, MA - 02452

  • Aspire Wealth Management Corporation
• Wellesley, MA - 02481

  • F.L.Putnam Investment Management Company
  • Fairfield Financial Advisors, Ltd.
  • Weston Financial Group, Inc.
• Wellesley, MA - 02482

  • Kastel Capital Advisors, LLC
• West Barnstable, MA - 02668

  • Bridge Creek Capital Management
• Westborough, MA - 01581

  • Cadence Wealth Management, LLC
  • Grimes & Company
  • The Patriot Financial Group
• Westwood, MA - 02090

  • Heritage Financial Services
• Williamstown, MA - 01267

  • MDS Wealth Advisors, LLC
• Winchester, MA - 01890

  • Equity Fund Research
  • Larson Financial Planning, Inc
• Woburn, MA - 01801

  • Heritage Financial Services
  • Sagamore Wealth Management
  • Trust Advisory Group, Ltd.
• Worcester, MA - 01609

  • Boyd Financial Strategies, Inc

Maryland

• Annapolis, MD - 21401

  • 1 North Wealth Services, LLC
  • Champion Financial Planning Group
  • Financial Concepts Unlimited, Inc.
  • Hopkins Investment Management
  • Scarborough Capital Management
  • Sera Capital
• Annapolis, MD - 21409

  • Bay Point Wealth
• Arnold, MD - 21012

  • Cornerstone Advisory
• Baltimore, MD - 21201

  • Maryland Capital Management
• Baltimore, MD - 21202

  • 1919 Investment Counsel
• Baltimore, MD - 21208

  • WBH Advisory, Inc.
• Baltimore, MD - 21209

  • Blue Point Investment Management, LLC
• Baltimore, MD - 21230

  • GGM Wealth Advisors
• Baltimore, MD - 21231

  • &Wealth Partners
• Bethesda, MD - 20814

  • Apexium Financial
  • Buckingham Strategic Wealth
  • Edgemoor Investment Advisors
  • FBB Capital Partners
  • Hillman Capital Management Inc.
  • New Potomac Partners, LLC
  • The Family Firm
• Bethesda, MD - 20817

  • La Ferla Group LLC
  • Sandbox Financial Partners
• Chester, MD - 21619

  • Maryland Capital Advisors Inc.
• Chevy Chase, MD - 20815

  • Plotkin Financial Advisors, LLC
• Clarksville, MD - 21029

  • The Retirement Group LLC
• Columbia, MD - 20759

  • Chesapeake Financial Advisors
• Columbia, MD - 21044

  • FAI Wealth Management
  • Parr Financial Solutions, Inc.
  • Strategic Wealth Management Group LLC
  • Thinagee Investments, Inc.
• Columbia, MD - 21046

  • Keeney Financial Group
  • Pinnacle Advisory Group
• Easton, MD - 21601

  • FBB Capital Partners
• Ellicott City, MD - 21043

  • HWA Financial Group
• Gaithersburg, MD - 20877

  • Carmichael Hill & Associates, Inc.
  • Kilner Capital Advisors
• Gaithersburg, MD - 20878

  • Chesapeake Asset Management Co., Inc.
  • RSM US Wealth Management LLC
• Gaithersburg, MD - 20879

  • PlanVest Financial
• Hanover, MD - 21076

  • Prostatis Advisors Group LLC
• Hunt Valley, MD - 21030

  • Cornerstone Advisory
  • The Financial Consulate Inc.
• Hunt Valley, MD - 21031

  • Marshall Financial Group
  • Vansant Mewshaw
• Lutherville, MD - 21093

  • MJC Advisors, LLC
  • Passive Capital Management, LLC
  • Waypoint Wealth Management
• Ocean City, MD - 21842

  • PKS Investment Advisors LLC
• Owings Mills, MD - 21117

  • CIC Wealth, LLC
  • Glass Jacobson Financial Group
  • The Prosperity Consulting Group, LLC
• Potomac, MD - 20854

  • Wiener Financial Management
• Rockville, MD - 20850

  • American Asset Management Group, Inc.
  • Financial Engines
  • Financial Services Advisory
  • Glass Jacobson Financial Group
  • Impact Capital, LLC
  • Quantum Financial Advisors, Inc.
  • SOL Capital Management Company
• Rockville, MD - 20852

  • Burt Wealth Advisors
  • CIC Wealth, LLC
  • EagleStone Wealth Advisors, Inc.
  • Kendall Capital Management
  • WMS Advisors, LLC
• Rockville, MD - 20853

  • Schaeffer Financial LLC
• Salisbury, MD - 21804

  • PKS Investment Advisors LLC
• Salisbury , MD - 21801

  • Strategic Wealth Management Group
• Silver Spring, MD - 20910

  • Money Plans
• Sykesville, MD - 21784

  • The Prosperity Consulting Group, LLC
• Towson, MD - 21204

  • Alere Planning LLC
  • Chesapeake Financial Advisors
  • Greenspring Advisors, LLC
  • The Simmons Partnership, LLC
  • WMS Partners
• Washington, MD - 20004

  • CIBC Private Wealth Management
  • Seneca Financial Advisors LLC
• Westminster, MD - 21157

  • Main Street Advisors, LLC
  • Sera Capital
• Woodstock, MD - 21163

  • Cristata Investment Management
  • Oxford Planning Group, LLC

Maine

• Augusta, ME - 04330

  • Aviso Wealth Management
  • Cribstone Capital Management, LLC
• Bangor, ME - 04401

  • Alterity Financial Group, LLC
  • Deighan Wealth Advisors
  • VanceGray Wealth Management
• Bar Harbor, ME - 04609

  • Coston, McIsaac and Shea FA
• Brunswick, ME - 04011

  • Cribstone Capital Management, LLC
• Kennebunk, ME - 04043

  • SeaCrest Wealth Management, LLC
• Portland, ME - 04101

  • Bigelow Investment Advisors, LLC
  • F.L.Putnam Investment Management Company
  • Old Port Advisors
  • R. M. Davis, Inc.
  • Robinson Smith Wealth Advisors, LLC
  • Vigilant Capital Management

Michigan

• Ann Arbor, MI - 48103

  • Vintage Financial Services, LLC
• Ann Arbor, MI - 48104

  • Costello Financial Planning, Inc.
  • Exchange Capital Management, Inc.
  • Plante Moran Financial Advisors
  • Valeo Financial Advisors
• Ann Arbor, MI - 48105

  • StanCorp Investment Advisers, Inc.
• Ann Arbor, MI - 48108

  • Arbor Trust Wealth Advisors
  • Financial Engines
• Auburn Hills, MI - 48326

  • Plante Moran Financial Advisors
• Battle Creek, MI - 49017

  • Financial Engines
• Birmingham, MI - 48009

  • Integrated Investment Consultants, LLC
  • Liberty Capital Management, Inc.
• Bloomfield Hills, MI - 48301

  • Sculati Wealth Management, LLC
• Bloomfield Hills, MI - 48302

  • Flexible Plan Investments, Ltd
  • Strategic Wealth Advisors Group
• Bloomfield Hills, MI - 48304

  • Azimuth Capital Management LLC
  • Clarkston Capital Partners, LLC
  • Diversified Portfolios, Inc.
  • Heber Fuger Wendin
  • Integrated Capital Management
  • LS Investment Advisors, LLC
  • Planning Alternatives
• Brighton, MI - 48116

  • Old Oak Financial Planning
• Canton, MI - 48188

  • YDream Financial Services
• Clarkston, MI - 48348

  • CBS Funding, Inc.
• Clinton Township, MI - 48038

  • Financial Engines
• Detroit, MI - 48202

  • Plante Moran Financial Advisors
• East Lansing, MI - 48823

  • Plante Moran Financial Advisors
  • StraightLine Group, LLC
• Farmington Hills, MI - 48331

  • Blue Chip Partners, Inc.
• Farmington Hills, MI - 48334

  • Bloom Asset Management
  • Griffin Portfolio Management Corp.
• Flint, MI - 48502

  • Plante Moran Financial Advisors
• Freeland, MI - 48623

  • Reitz Capital Advisors LLC
• Grand Blanc, MI - 48439

  • Acorn Wealth Advisors, LLC
  • Mainstay Capital Management, LLC
• Grand Rapids, MI - 49503

  • Action Point Financial Planning
  • Norris, Perne & French LLP
  • Voisard Asset Management Group
• Grand Rapids, MI - 49504

  • Burnham & Dells Advisors
  • Plante Moran Financial Advisors
• Grand Rapids, MI - 49506

  • Eastown Financial Advisors, LLC
• Grand Rapids, MI - 49525

  • Aspen Investment Management
• Grand Rapids, MI - 49546

  • Financial Advisory Corporation
  • Financial Engines
  • LaFleur & Godfrey
  • Midwest Capital Advisors, LLC
• Grandville, MI - 49418

  • Advanced Asset Management, LLC
  • Pilgrims Capital Advisors, Inc.
• Grosse Pointe Farms, MI - 48236

  • DeSERANNO Wealth Planning
• Holland, MI - 49423

  • S.A. Mason LLC
• Jackson, MI - 49203

  • Dillon & Associates, Inc.
• Kalamazoo, MI - 49007

  • Bullock Wealth Management Group Inc.
  • Financial Engines
• Livonia, MI - 48152

  • Strategic Wealth Advisors Group
  • White Pine Investment Co.
• Menominee, MI - 49858

  • D & G Advisory Group
• Midland, MI - 48640

  • SYM Financial Advisors
• Midland, MI - 48642

  • RFM Financial Solutions, LLC
  • Tempo Investment Advisors Inc
• Monroe, MI - 48162

  • Harwood Investment Strategies, LLC
• Mt. Pleasant, MI - 48858

  • RFM Financial Solutions, LLC
• Northville, MI - 48167

  • Financial Engines
  • Sigma Investment Counselors
• Novi, MI - 48375

  • Johnson Investment Counsel
  • Mariner Wealth Advisors
• Plymouth, MI - 48170

  • GEM Asset Management, LLC
  • IPEX, Inc.
  • JLB & Associates, Inc.
  • Schwartz Investment Counsel, Inc.
• Portage, MI - 49002

  • Plante Moran Financial Advisors
• Portage, MI - 49024

  • Docsa Capital Management, Inc.
  • PPS&V Asset Managment
• Rochester, MI - 48307

  • Managed Asset Portfolios, LLC
  • Rochester Wealth Strategies
• Royal Oak, MI - 48067

  • Hilltop Wealth Solutions
• Saginaw, MI - 48638

  • Gardey Financial Advisors
• Saline, MI - 48176

  • Foresight Capital Management Advisors, Inc.
• Southfield, MI - 48034

  • Plante Moran Financial Advisors
  • SkyOak Wealth
  • SS&H Financial Advisors, Inc.
• St. Clair Shores, MI - 48080

  • Sequoia Financial Advisors, LLC - St. Clair Shores
• Traverse City, MI - 49684

  • Front Street Wealth Management
  • LeJeune Puetz Investment Counsel LLC
• Traverse City, MI - 49686

  • Plante Moran Financial Advisors
• Troy, MI - 48083

  • Baron Wealth Management
  • Firstmetric, LLC
  • Global Wealth Advisors LLC
  • Mainstay Capital Management, LLC
• Troy, MI - 48084

  • LineGuard Investments, LLC
  • Portfolio Solutions, LLC
  • Retirement Funding Advisors
  • SeaCrest Wealth Management, LLC
  • StraightLine Group, LLC
• Troy, MI - 48098

  • Miller Capital
  • William Mack & Associates, Inc.

Minnesota

• ALBERT LEA, MN - 56007

  • intellicents investment solutions, inc.
  • ISC Financial Advisors
• Alexandria, MN - 56308

  • Wealth Enhancement Group
• Apple Valley, MN - 55124

  • Focus Financial
• Arden Hills, MN - 55112

  • Ballast Advisors
  • Wealth Enhancement Advisory Services, LLC
• Baxter, MN - 56425

  • Wealth Enhancement Advisory Services, LLC
• Bemidji, MN - 56601

  • Focus Financial
• Bloomington, MN - 55420

  • Financial Empowerment LLC
• Bloomington, MN - 55431

  • Access Financial Services, Inc.
  • BerganKDV Wealth Management
  • Capital Management Associates, Inc.
  • Carlson Capital Management
  • Focus Financial
  • Focus Financial
  • Legacy Financial Advisors
  • Webb Financial Group
• Bloomington, MN - 55435

  • BGM Wealth Partners, LLC
  • Birchwood Financial Partners
  • Duval Investment Group
  • ISC Financial Advisors
  • Redhawk Wealth Advisors, Inc
  • Wipfli Financial Advisors, LLC
• Bloomington, MN - 55437

  • Guardian Wealth Advisors
• Burnsville, MN - 55337

  • Focus Financial
  • Wealth Enhancement Advisory Services, LLC
• Champlin, MN - 55316

  • Summit Wealth Advocates LLC
• Chanhassen, MN - 55317

  • Colleen Weber CPA LLC
• Duluth, MN - 55802

  • RSM US Wealth Management LLC
• Duluth, MN - 55812

  • Wipfli Financial Advisors, LLC
• Eagan, MN - 55121

  • Mariner Wealth Advisors
• Eden Prairie, MN - 55344

  • Boulay Financial Advisors, LLC
  • Wealth Enhancement Advisory Services, LLC
• Eden Prairie, MN - 55347

  • Reinking Financial Consulting
• Edina, MN - 55424

  • AKM Advisory, LLC
• Edina, MN - 55439

  • Cahill Financial Advisors, Inc.
  • Caissa Wealth Strategies
  • Focus Financial
  • Mullins Investment Management, Inc.
• Excelsior, MN - 55331

  • Excelsior Investors
  • Modus Advisors
• Fosston, MN - 56542

  • Focus Financial
• Hastings, MN - 55033

  • Carlson Capital Management
• Long Lake, MN - 55356

  • Summit Wealth Advocates LLC
• Mankato, MN - 56001

  • Eide Bailly Advisors, LLC
  • Wealth Enhancement Advisory Services, LLC
• Maple Grove, MN - 55311

  • Financial Engines
  • The Planning Center, Inc.
• Maple Grove, MN - 55369

  • Paradigm, Strategies in Wealth Management
• MARSHALL, MN - 56258

  • Birath Wealth Management
• Minneapolis, MN - 55401

  • Focus Financial
• Minneapolis, MN - 55402

  • Aspiriant
  • Capital Management Associates, Inc.
  • Compass Capital Management, Inc.
  • Eide Bailly Advisors, LLC
  • GS Investments, Inc.
  • Keystone Wealth Advisors, Inc.
  • Marquette Wealth Management
  • Minneapolis Portfolio Management Group
  • NorthRock Partners
  • Palisade Asset Management, LLC
  • RSM US Wealth Management LLC
  • Tealwood Asset Management
  • Ulland Investment Advisors, LLC
  • White Oaks Wealth Advisors
• Minneapolis, MN - 55403

  • Nicollet Investment Management, Inc.
• Minneapolis, MN - 55408

  • EPIQ Partners
• Minneapolis, MN - 55413

  • Focus Financial
• Minneapolis, MN - 55415

  • Allodium Investment Consultants
• Minneapolis, MN - 55416

  • CTB Financial Services
  • Everest Financial Group
  • Financial Designs, Inc.
  • S3, Inc.
• Minneapolis, MN - 55426

  • Bond&Devick Wealth Partners
  • Focus Financial
• Minnetonka, MN - 55305

  • Adam Smith Advisors, LLC
  • The Advocate Group, LLC
• Minnetonka, MN - 55343

  • Marks Group Wealth Management
  • Twele Capital Management, Inc.
• North Branch, MN - 55056

  • Focus Financial
• Northfield, MN - 55057

  • Carlson Capital Management
• Plymouth, MN - 55441

  • GEN Financial Management, Inc.
  • Wealth Enhancement Advisory Services, LLC
• Prior Lake, MN - 55372

  • Summit Wealth Advocates LLC
• Rochester, MN - 55901

  • Financial Engines
  • Wealth Enhancement Advisory Services, LLC
• Rochester, MN - 55904

  • Carlson Capital Management
  • RSM US Wealth Management LLC
• Saint Paul, MN - 55114

  • Stonebridge Capital Advisors
• Saint Paul, MN - 55116

  • Heritage Wealth Architects, Inc.
• Sartell, MN - 56377

  • Ledge Wealth Management
  • Wealth Enhancement Advisory Services, LLC
• Shakopee, MN - 55379

  • HK Financial Services
• St. Anthony, MN - 55418

  • Focus Financial
• St. Cloud, MN - 56301

  • BerganKDV Wealth Management
• St. Paul, MN - 55101

  • PrairieView Partners
  • TruNorth Wealth Partners
• Stacy, MN - 55079

  • Focus Financial
• Stillwater, MN - 55082

  • Stillwater Investment Management, LLC
• Victoria, MN - 55386

  • Tempo Investment Advisors Inc
• Waconia, MN - 55387

  • Focus Financial
• Wayzata, MN - 55391

  • New Era Financial Advisors, Inc.
• Woodbury, MN - 55125

  • Ballast Advisors
  • Financial Engines
  • Focus Financial
  • Focus Financial
  • Wealth Enhancement Advisory Services, LLC
• Woodbury, MN - 55129

  • Focus Financial

Missouri

• Cape Girardeau, MO - 63701

  • KEB Asset Management, LLC
• Chesterfield, MO - 63005

  • AdvicePeriod LLC
• Chesterfield, MO - 63017

  • Acropolis Investment Mgmt
  • Brand Asset Management Group
  • Financial Engines
  • The Retirement Planning Group
• Grain Valley, MO - 64029

  • Black Capital Management, LLC
• Kansas City, MO - 64106

  • BKD Wealth Advisors, LLC
• Kansas City, MO - 64108

  • Buttonwood Financial Group, LLC
• Kansas City, MO - 64111

  • Atwood & Palmer, Inc.
  • Frontier Wealth Management
  • SageView Advisory Group
• Kansas City, MO - 64158

  • Financial Engines
• Lees Summit, MO - 64086

  • Financial Engines
• Lee's Summit, MO - 64063

  • Wise Wealth, LLC
• Lee's Summit, MO - 64064

  • StrongBox Wealth
• Saint Joseph, MO - 64506

  • Family Investment Center
• Saint Louis, MO - 63119

  • McCartney Wealth Management LLC
• Saint Louis, MO - 63144

  • Frontier Wealth Management
  • Mariner Wealth Advisors
  • Visionary Wealth Advisors
• Springfield, MO - 65804

  • Financial Engines
  • The Retirement Planning Group
• Springfield, MO - 65806

  • BKD Wealth Advisors, LLC
• St Louis, MO - 63105

  • Alpine Private Capital, LLC
  • Buckingham Strategic Wealth
  • Hill Investment Group
  • Matter Family Office
  • Moneta Group Investment Advisors, LLC
  • Sunpointe Investments
  • Zemenick & Walker, Inc
• St. Louis, MO - 63102

  • BKD Wealth Advisors, LLC
  • KEB Asset Management, LLC
• St. Louis, MO - 63117

  • Cambridge Capital Management, LLC
• St. Louis, MO - 63122

  • Trinity Wealth Advisors, LLC
• St. Louis, MO - 63127

  • The Retirement Group LLC
• St. Louis, MO - 63128

  • Financial Engines
• St. Louis, MO - 63131

  • Fiduciary Advisors, Inc.
  • Paradigm Financial Advisors, LLC
• St. Louis, MO - 63141

  • Cauble & Harre Wealth Management
  • Droms Strauss Wealth Management
  • Krilogy Financial
  • Plancorp, LLC
• St. Peters, MO - 63376

  • Krilogy Financial
• Wildwood, MO - 63038

  • Sawyer Capital Management

Mississippi

• Corinth, MS - 38834

  • Cooley & Labas Financial Advisors, PLLC
• Gulfport, MS - 39503

  • AVL Wealthcare, LLC
• Madison, MS - 39110

  • Peregrine Investment Advisors, LLC
• Ridgeland, MS - 39157

  • Buckingham Strategic Wealth
  • Medley & Brown, LLC

Montana

• Billings, MT - 59102

  • Allied Investment Advisors
  • Loveless Wealth Management
• Billings, MT - 59103

  • Eide Bailly Advisors, LLC
  • Stockman Wealth Management
• Bozeman, MT - 59715

  • Bitterroot Capital Advisors
  • McCormick Financial Advisors
• Helena, MT - 59601

  • Stockman Wealth Management
• Missoula, MT - 59802

  • SGL Investment Advisors, Inc.
  • Stockman Wealth Management
  • Wipfli Financial Advisors, LLC
• Whitefish, MT - 59937

  • KilterHowling LLC
  • Stack Financial Management

North Carolina

• Apex, NC - 27502

  • Hunter Street Investment Advisors
• Asheville, NC - 28801

  • Altamont Capital Management, L.L.C.
  • Bay Point Wealth
  • Parsec Financial
  • Wells Financial Management
• Asheville, NC - 28802

  • Holcombe & McGrath
• Asheville, NC - 28803

  • Altavista Wealth Management, Inc.
  • Colton Groome Financial Advisors, LLC
• Banner Elk, NC - 28604

  • Washburn Capital Management, Inc.
• Cary, NC - 27513

  • Capital Endurance Group
  • Global View Investment Advisors
• Chapel Hill, NC - 27514

  • East Franklin Capital
  • Frazier Financal Consultants, LLC
• Chapel Hill, NC - 27517

  • AMPHORA WEALTH MANAGEMENT, LLC
  • Old Peak Finance
  • Stearns Financial Group
• Charlotte, NC - 28202

  • Grant Street Asset Management, Inc.
  • GreerWalker Wealth Management LLC
  • Modera Wealth Management, LLC
  • Novare Capital Management
  • Parsec Financial
  • Rinehart Wealth Management
  • RSM US Wealth Management LLC
• Charlotte, NC - 28203

  • Cannon Advisors
  • Defender Capital
• Charlotte, NC - 28204

  • Auctus Advisors
  • Cherry Bekaert Wealth Management
• Charlotte, NC - 28207

  • CAVU Wealth Advisors, LLC
• Charlotte, NC - 28209

  • Capital Wealth Advisors
  • Carolinas Wealth Consulting
  • Carroll Financial Associates, Inc.
  • CornerCap Investment Counsel
  • TAGStone Capital
• Charlotte, NC - 28210

  • Calamita Wealth Management
  • Mariner Wealth Advisors
  • WMS Advisors, LLC
• Charlotte, NC - 28211

  • Altavista Wealth Management, Inc.
• Charlotte, NC - 28244

  • Kingfisher Capital
• Charlotte, NC - 28277

  • Alpha Financial Advisors, LLC
  • Cornerstone Wealth
  • Financial Engines
  • Gouws Capital
• Cornelius, NC - 28031

  • Alphastar Capital Management
  • Aventus Investment Advisors, Inc.
  • Financial Engines
• Davidson, NC - 28036

  • Secrest Blakey & Associates, LLC
• Durham, NC - 27701

  • Arjuna Capital LLC
• Durham, NC - 27707

  • Kuhn Advisors, Inc.
• Durham, NC - 27713

  • Secrest Blakey & Associates, LLC
• Fletcher, NC - 28732

  • Inkwell Capital
• Gastonia, NC - 28054

  • Cornerstone Wealth
• Greensboro, NC - 27408

  • Financial Engines
  • Holderness Investments Company
  • Stearns Financial Group
  • Zuraw Financial Advisors, LLC
• Greensboro, NC - 27410

  • Tarheel Advisors, LLC
• Greensboro, NC - 27455

  • Triad Financial Advisors
• Greenville, NC - 27858

  • Carolina Financial Services Group
  • Carolina Wealth Management
• Huntersville, NC - 28078

  • Cornerstone Wealth
• New Bern, NC - 28562

  • BlueSky Wealth Advisors
• Pinehurst, NC - 28374

  • Carolina Wealth Management
• Raleigh, NC - 27601

  • Collegiate Capital Management, Inc.
• Raleigh, NC - 27607

  • Armor Investment Advisors
• Raleigh, NC - 27608

  • Cardinal Capital Management, Inc.
  • Triangle Securities Wealth Management
• Raleigh, NC - 27609

  • Sullivan, Bruyette, Speros & Blayney
• Raleigh, NC - 27612

  • Townsend Asset Management Corp.
  • Wilbanks Smith & Thomas Asset Management, LLC
• Raleigh, NC - 27615

  • Financial Engines
  • Park Ridge Asset Management
  • Wrenn Financial Strategies, Inc.
• Rocky Mount, NC - 27804

  • Whitener Capital Management, Inc.
• Southern Pines, NC - 28387

  • Parsec Financial
• Tryon, NC - 28782

  • Parsec Financial
• Waynesville, NC - 28785

  • Integritt Wealth Management, LLC
• Weaverville, NC - 28787

  • PRESERVE Wealth Management
• Wilmington, NC - 28403

  • Copley Investment Management
  • Tilia Fiduciary Partners, Inc.
• Wilmington, NC - 28405

  • GULFSTREAM CAPITAL, LLC
  • Long Investment Advisory, Inc.
• Wilmington, NC - 28412

  • Frazier Financial Consultants, LLC
• Winston-Salem, NC - 27101

  • Blue Rock Wealth Management, LLC
• Winston-Salem, NC - 27103

  • Salem Investment Counselors
• Winston-Salem, NC - 27104

  • Parsec Financial
  • Sheets Smith Wealth Management

North Dakota

• Bismarck, ND - 58502

  • Eide Bailly Advisors, LLC
• Fargo, ND - 58102

  • Classic Asset Management
  • Thoreson Steffes
• Fargo, ND - 58103

  • Eide Bailly Advisors, LLC
• FARGO, ND - 58104

  • PRAIRIEWOOD WEALTH MANAGEMENT

Nebraska

• Grand Island, NE - 68801

  • Allen Capital Group
• Kearney, NE - 68847

  • Oldfather Financial Services, LLC
• Lincoln, NE - 68508

  • Callahan Financial Planning Company
  • Financial Engines
• Lincoln, NE - 68510

  • Buckingham Strategic Wealth
• Lincoln, NE - 68512

  • Pittenger & Anderson, Inc.
• Omaha, NE - 68114

  • America First Investment Advisors
  • Foster Group
  • HK Financial Services
  • Ironvine Capital Partners
  • Mariner Wealth Advisors
  • Nabity-Jensen Investment Management
• Omaha, NE - 68116

  • Frontier Investment Management Company
• Omaha, NE - 68124

  • Red Cedar Capital, LLC
• Omaha, NE - 68130

  • Cambridge Advisors Inc.
• Omaha, NE - 68131

  • Callahan Financial Planning Company
• Omaha, NE - 68137

  • Pflug Koory, LLC
• Omaha, NE - 68154

  • Financial Engines
  • Homan Wealth Advisors
  • Lutz Financial
  • Nelson, Van Denburg & Campbell Wealth Management Group, LLC
  • WealthPLAN Partners

New Hampshire

• Bedford, NH - 03110

  • Harbor Group
  • PEAK Wealth Management LLC
• Center Sandwich, NH - 03227

  • SeaCrest Wealth Management, LLC
• Concord, NH - 03301

  • DL Carlson Investment Group Inc.
  • Granite Investment Advisors
  • Valpey Financial Services, LLC
• Hampton, NH - 03842

  • Three Bearings Fiduciary Advisors, Inc.
• Hanover, NH - 03755

  • Fisher Financial Advisors, LLC
• Manchester, NH - 03101

  • Robbins Farley, LLC
• Manchester, NH - 03104

  • Curbstone Financial Management Corp
• Moultonborough, NH - 03254

  • Aventus Investment Advisors, Inc.
• Nashua, NH - 03062

  • Cottage Street Advisors
• North Hampton, NH - 03862

  • CMH Wealth Management, LLC
• Peterborough, NH - 03458

  • Grove Street Fiduciary, LLC
• Portsmouth, NH - 03801

  • Compass Rose Private Investment Management
  • Creegan & Nassoura Financial Group, LLC
  • F.L.Putnam Investment Management Company
  • Lake Street Advisors
  • Leathe & Associates, LLC
  • One Day In July, LLC
  • R. M. Davis, Inc.
  • Robinson Smith Wealth Advisors, LLC
  • Seascape Capital Management, LLC
  • Vigilant Capital Management
• West Lebanon, NH - 03784

  • Loudon Investment Management, LLC
• Wolfeboro, NH - 03894

  • Fisher Financial Advisors, LLC

New Jersey

• Bayonne, NJ - 07002

  • WealthPLAN Partners
• Bedminster, NJ - 07921

  • Silvercrest Asset Management Group LLC
• Bridgewater, NJ - 08807

  • The Investment Connection
• Cherry Hill, NJ - 08002

  • RTD Financial Advisors, Inc.
• Cherry Hill, NJ - 08003

  • Financial Engines
• East Brunswick, NJ - 08816

  • Schorpp Capital Management, P.C.
• Fair Lawn, NJ - 07410

  • Baron Financial Group, LLC
• Fairfield, NJ - 07004

  • HighTower Financial Principles, LLC - Advisory services offered through HighTower Advisors LLC
  • SeaCrest Wealth Management, LLC
  • Strategic Family Wealth Counselors, LLC
• Flemington, NJ - 08822

  • Alliance Wealth Management Group
  • Prestige Wealth Management Group
• Hackensack, NJ - 07601

  • Revolve Wealth Partners
• Highland Park, NJ - 08904

  • Palmerston Group Advisors
• Iselin, NJ - 08830

  • EisnerAmper Wealth Management & Corporate Benefits, LLC
  • McAdam LLC
• Jersey City, NJ - 07302

  • Stembrook Asset Management
• Jersey City, NJ - 07311

  • Accretive Wealth Partners, LLC
• Kingston, NJ - 08528

  • Global Wealth Management, LLC
• Kinnelon, NJ - 07405

  • Asset Advisory Group Inc
  • Stawnychy Financial Services, Inc.
• Little Silver, NJ - 07739

  • First Capital Advisors Group
• Livingston, NJ - 07039

  • Apexium Financial
• Madison, NJ - 07940

  • Mariner Wealth Advisors
• Manasquan, NJ - 08736

  • Mariner Wealth Advisors
• Maplewood, NJ - 07040

  • The GenWealth Group, Inc.
• Margate City, NJ - 08402

  • TC Financial Management Co
• Marlton, NJ - 08053

  • Clarity Point Financial Partners - Advisory services offered through HighTower Advisors LLC
  • Meyer Capital Group
• Martinsville, NJ - 08836

  • Condor Capital Management
• Millburn, NJ - 07041

  • Prestige Wealth Management Group
• Montclair, NJ - 07042

  • NobleBridge Wealth Management, LLC
• Montvale, NJ - 07645

  • Signature Wealth Management Partners, LLC
• Moorestown, NJ - 08057

  • Apogee Financial Services Group, Inc
  • Lane Hipple Wealth Management Group
  • Main Street Financial Life Advisors, LLC
  • Redwood Wealth Management Group
• Morristown, NJ - 07960

  • Beacon Trust
  • Massey Quick
  • Red Hook Management
  • RegentAtlantic
  • SAGEbroadview Wealth Management, LLC
• Mullica Hill, NJ - 08062

  • Hartley Advisors Corp.
• Northfield, NJ - 08225

  • CRA Financial
• Old Bridge, NJ - 08857

  • Stern Capital Management, Inc.
• Paramus, NJ - 07652

  • Greenspring Advisors, LLC
• Parsippany, NJ - 07054

  • Accretive Wealth Partners, LLC
• Phillipsburg, NJ - 08865

  • Valley National Financial Advisors
• Point Pleasant Beach, NJ - 08742

  • KB Financial Partners
• Princeton, NJ - 08540

  • Dumont & Blake Investment Advisors, LLC
  • EKS Associates
  • Hopkins Investment Management LLC
  • KB Financial Partners
  • Kubhera Enterprises LLC
  • Novi Wealth Partners
  • Princeton Portfolio Strategies Group
  • Roche Financial Partners
  • Silvercrest Asset Management Group LLC
  • TANDEM INVESTMENT PARTNERS
• Princeton, NJ - 08542

  • Biltmore Capital Advisors LLC
  • Halberstadt Financial Consultants, Inc.
  • Princeton Global Asset Management
• Ramsey, NJ - 07446

  • Berson+Corrado Investment Advisors
  • Key Group Management
  • NCM Capital Management, LLC
• Red Bank, NJ - 07701

  • Zynergy Retirement Planning
• Ridgewood, NJ - 07450

  • Advisors Capital Management
• Roseland, NJ - 07068

  • Access Wealth
• Rutherford, NJ - 07070

  • Genesis Capital Group, LLC
• Short Hills, NJ - 07078

  • Buckingham Strategic Wealth
  • Stolzer Rothschild Levy LLC
  • Transcend Wealth Collective
• Sparta, NJ - 07871

  • Sterling Financial Planning Inc.
  • Terra Nova Asset Management LLC
• Summit, NJ - 07901

  • Beacon Pointe Advisors
  • BPP Wealth Solutions, LLC
  • Summit Place Financial Advisors, LLC
  • Tradition Capital Management LLC
• Toms River, NJ - 08753

  • Gateway Advisory, LLC
• Totowa, NJ - 07512

  • Capital Allocation Management
• Turnersville, NJ - 08012

  • Financial Planning Professionals, Inc.
• Voorhees, NJ - 08043

  • Friedenthal Financial
• Wayne, NJ - 07470

  • Hallmark Capital Management, Inc.
• Westfield, NJ - 07090

  • Gateway Advisory, LLC
  • Round Table Services, LLC
  • Westfield Wealth Management
• Westwood, NJ - 07675

  • Michael J. Porro & Co. Financial Advisors
  • Modera Wealth Management, LLC
• Woodcliff Lake, NJ - 07677

  • NCM Capital Management, LLC

New Mexico

• Albuquerque, NM - 87109

  • REDW Wealth LLC
• Albuquerque, NM - 87110

  • Financial Engines
  • StanCorp Investment Advisers, Inc.
  • Womack Wealth Management, Inc.
• Las Cruces, NM - 88011

  • Spence Asset Management
• Santa Fe, NM - 87501

  • LongView Asset Management, LLC
• Santa Fe, NM - 87505

  • Financial Engines
  • Gayle Johnson HighTower Advisors - Advisory services offered through HighTower Advisors LLC
  • The Rikoon Group
• Santa Fe, NM - 87506

  • Savant Capital Management
• Taos, NM - 87571

  • Arjuna Capital LLC

Nevada

• Fallon, NV - 89406

  • Peterson Wealth Management
• Henderson, NV - 89052

  • Key Asset Advisors
• Henderson, NV - 89074

  • Capstone Capital Group
• Incline Village, NV - 89450

  • 3rd Creek Investments, Inc.
  • Vomund Investment Management
• INCLINE VILLAGE, NV - 89451

  • Sullivan Capital Management
• Las Vegas, NV - 89119

  • First Foundation Advisors
• Las Vegas, NV - 89128

  • Financial Engines
• Las Vegas, NV - 89135

  • The Investment Counsel Company
• Las Vegas, NV - 89144

  • Kingsbridge Wealth Management, Inc.
• Las Vegas, NV - 89145

  • SkyOak Wealth
• Mesquite, NV - 89027

  • Sun Valley Advisors, Inc.
• Reno, NV - 89511

  • American Wealth Management
  • RB Capital Management, LLC
  • Sage Financial Advisors
  • Sierra Nevada Wealth Management
  • WESPAC Advisors, LLC
• Reno, NV - 89519

  • TCI Wealth Advisors, Inc.
• Reno, NV - 89521

  • Schultz Financial Group Inc.
• Sparks, NV - 89431

  • Peterson Wealth Management

New York

• Albany, NY - 12203

  • Fenimore Asset Management
• Albany, NY - 12205

  • Arista Advisory Group, LLC
• Amherst, NY - 14228

  • Financial Engines
  • Level Financial Advisors, Inc.
• Auburn, NY - 13021

  • Genesee Capital Advisors, LLC
• Binghamton, NY - 13901

  • S.E.E.D. Planning Group, LLC
• Binghamton, NY - 13905

  • Ambassador Advisors, LLC
• Bohemia, NY - 11716

  • R.W. Roge & Company, Inc.
• Bridgehampton, NY - 11932

  • YorkBridge Wealth Partners
• Bronxville, NY - 10708

  • Capital Preservation Partners
• Brooklyn, NY - 11211

  • SeaCrest Wealth Management, LLC
• Brooklyn, NY - 11218

  • Equinum, LLC
• Buffalo, NY - 14201

  • Alesco Advisors LLC
• Buffalo, NY - 14202

  • Note Advisors, LLC
  • Stratos Wealth Partners, LTD.
• Canandaigua, NY - 14424

  • Financial Engines
• Chappaqua, NY - 10514

  • Financial Asset Management Corporation
• Cheektowaga, NY - 14225

  • Linwood Investment Advisors Inc.
• Cicero, NY - 13039

  • Financial Engines
• Clifton Park, NY - 12065

  • Financial Engines
• Cobleskill, NY - 12043

  • Fenimore Asset Management
• Cohoes, NY - 12047

  • Forum Financial Management, LP
• Corning, NY - 14830

  • Burns Matteson Capital Management
  • John G. Ullman & Associates, Inc.
  • Socha Financial Group, LLC
• East Syracuse, NY - 13057

  • BPC Advisors LLC
• Elmira, NY - 14901

  • Valicenti Advisory Services, Inc.
• Fairport, NY - 14450

  • GeoVest Advisors, Inc.
• Farmingdale, NY - 11735

  • Financial Advisor Network, Inc.
• Fishkill, NY - 12524

  • 10-15 Associates
• Gansevoort, NY - 12831

  • CenterPoint Financial
• Garden City, NY - 11530

  • Brixton Capital Wealth Advisors
  • La Ferla Group LLC
  • Next Capital Management, LLC
  • United Asset Strategies
• Goshen, NY - 10924

  • 10-15 Associates
• Great Neck, NY - 11021

  • AdvicePeriod LLC
  • Signalert Asset Management LLC
• Hamburg, NY - 14075

  • Level Financial Advisors, Inc
• Harrison, NY - 10528

  • Heydorn|Stone Capital Management LLC
• Hauppauge, NY - 11788

  • Castle Asset Management, LLC
  • United Financial Planning Group, LLC
• Hawthorne, NY - 10532

  • Martone Capital Management, Inc.
• Highland, NY - 12528

  • Focused Wealth Management
• Horseheads, NY - 14845

  • John G Ullman & Associates, Inc.
• Islandia, NY - 11749

  • Conrad Capital Management
• Jericho, NY - 11753

  • Amore Ambro, LLC
  • Opal Wealth Advisors
• Lake Success, NY - 11042

  • Shulman DeMeo Asset Management LLC
  • United Financial Planning Group, LLC
• Lynbrook, NY - 11563

  • Westco Advisory Services, Inc.
• Mahopac, NY - 10541

  • Weiss Financial Group
• Malta, NY - 12020

  • Luther Forest Wealth Advisors, LLC
• Maspeth, NY - 11378

  • Merit Financial Partners, LLC
• Melville, NY - 11747

  • Clear Point Advisors Inc.
  • Excomp Asset Management
  • Frisch Financial Group, Inc.
  • Heller Wealth Management
  • JJ Burns & Company, LLC
  • Lantern Wealth Advisors, LLC
  • Piermont Wealth Management Inc.
  • Pivotal Planning Group, LLC
  • Ruggiero Investments
• Montebello, NY - 10901

  • Pegasus Asset Management, Inc.
• New City, NY - 10956

  • Lexington Avenue Capital Management
• New York, NY - 10001

  • Sentinel Benefits & Financial Group
• New York, NY - 10003

  • JBGlobal.com LLC
• New York, NY - 10004

  • YorkBridge Wealth Partners
• New York, NY - 10005

  • M&R Capital Management, Inc
  • Smith Affiliated Capital Corp
• New York, NY - 10006

  • BPP Wealth Solutions, LLC
• New York, NY - 10007

  • GoalVest Advisory
• New York, NY - 10012

  • BakerAvenue
• New York, NY - 10013

  • Stacey Braun Associates, Inc.
• New York, NY - 10016

  • &Wealth Partners
  • Alexandria Capital, LLC
  • Barrett Asset Management LLC
  • Revolve Wealth Partners
  • Washington Square Capital Management
• New York, NY - 10017

  • Apexium Financial
  • Aventine Financial Group LLC
  • Douglas C. Lane & Associates
  • EisnerAmper Wealth Management & Corporate Benefits, LLC
  • Fielder Capital Group LLC
  • Financial Asset Management Corporation
  • Financial Decisions, Inc.
  • Frisch Financial Group, Inc.
  • Maci Family Office Advisors
  • Magnus Financial Group LLC
  • Piermont Wealth Management Inc
  • RegentAtlantic
  • RJ Wealth Management - Advisory services offered through HighTower Advisors LLC
  • Roosevelt Investments
  • Sontag Advisory
  • South Street Advisors LLC
  • Summit Trail Advisors, LLC
  • Terra Nova Asset Management LLC
  • The Rosenau Group - Advisory services offered through HighTower Advisors LLC
• New York, NY - 10018

  • BH Asset Management LLC
• New York, NY - 10019

  • 1919 Investment Counsel
  • Asset Strategies, Inc.
  • Round Table Services, LLC
  • Silvercrest Asset Management Group LLC
  • SOL Capital Management Company
• New York, NY - 10020

  • Bridgewater Advisors Inc.
  • Calamos Wealth Management LLC
  • Wetherby Asset Management
• New York, NY - 10022

  • Arch Global Advisors
  • Carret Asset Management LLC
  • Edge Wealth Management, LLC
  • Hurley Capital, LLC
  • Manchester Capital Management, LLC
  • Morse Asset Management, Inc
  • Permanens Capital LP
  • Premier Wealth Advisors, LLC
  • Safran Wealth Advisors, LLC
  • Sierra Capital LLC
  • Stonehurst Management
  • Titleist Asset Management, Ltd.
• New York, NY - 10023

  • Red Lighthouse Investment Management, LLC
• New York, NY - 10036

  • Berson+Corrado Investment Advisors
  • CIBC Private Wealth Management
  • Joel Isaacson & Co., LLC
  • Lionshead Wealth Management
  • Mariner Wealth Advisors
  • Next Capital Management, LLC
  • The Abernathy Group Family Office
• New York, NY - 10038

  • Genesis Capital Group, LLC
• New York, NY - 10107

  • Strategic Advisors LLC, dba Strategic Wealth Management Group
• New York, NY - 10118

  • Aspiriant
• New York, NY - 10166

  • Greystone Wealth Advisors LLC
  • Rockingstone Advisors, LLC
• New York, NY - 10170

  • Circle Advisers, Inc.
• New York, NY - 10174

  • Stembrook Asset Management
• New York, NY - 10175

  • Greenline Partners, LLC
• New York, NY - 10176

  • RegentAtlantic
• NEW YORK, NY - 10122

  • Amadeus Wealth Alternatives
  • United Financial Planning Group, LLC
• Newfield, NY - 14867

  • Anchor Capital Management,LLC
• Orchard Park, NY - 14127

  • Buckingham Strategic Wealth
  • Financial Engines
• Pittsford, NY - 14534

  • Alesco Advisors LLC
  • Armbruster Capital Management, Inc.
  • Candace Shira Associates, LLC
  • Fischer Investment Group
  • LVW Advisors, LLC
  • Lyon Capital Managment, LLC
  • Occam Capital Management, LLC
  • QCI Asset Management, Inc.
  • Rochester Financial Services
• Port Jefferson, NY - 11777

  • St. James Investment Advisors, LLC
• Pound Ridge, NY - 10576

  • Independent Financial Advisors
• Purchase, NY - 10577

  • SeaCrest Wealth Management, LLC
• Rhinebeck, NY - 12572

  • John G Ullman & Associates, Inc.
• Rochester, NY - 14618

  • Fien Capital Management, LLC
  • Forte Capital LLC
• Rochester, NY - 14625

  • Apex Advisers LLC
  • Ciccarelli Advisory Services Inc.
  • Cobblestone Capital Advisors LLC
  • Financial Engines
  • Seneca Financial Advisors LLC
• Rye Brook, NY - 10573

  • Greystone Wealth Advisors LLC
• Saratoga Springs, NY - 12866

  • Bouchey Financial Group, Ltd.
  • Continuum Wealth Advisors, LLC
  • Kershner, Grosso & Company
  • Minich MacGregor Wealth Management
• Saugerties, NY - 12477

  • Forum Financial Management, LP
• Scarsdale, NY - 10583

  • Dock Street Asset Management
  • Financial Advisory Network
• STATEN ISLAND, NY - 10314

  • LPS Financial, LLC
• Syosset, NY - 11791

  • Long Island Wealth Management, Inc.
• Syracuse, NY - 13202

  • FMF&E Wealth Management, LLC
  • Passive Capital Management, LLC
  • Rockbridge Investment Management
• Syracuse, NY - 13214

  • OMC Financial Services, LTD.
  • Strategic Financial Services, Inc
• Tarrytown, NY - 10591

  • 10-15 Associates
  • Alexandria Capital, LLC
• Troy, NY - 12180

  • Bouchey Financial Group, Ltd.
  • Fagan Associates, Inc.
• Utica, NY - 13502

  • Strategic Financial Services, Inc
• Victor, NY - 14564

  • Cooper/Haims Advisors, LLC
• White Plains, NY - 10601

  • The Portfolio Strategy Group
• White Plains, NY - 10604

  • Apexium Financial
  • Frisch Financial Group, Inc.
  • Premier Wealth Advisors, LLC
• White Plains, NY - 10605

  • Capital Preservation Partners
  • Prato Capital Management
• Williamsville, NY - 14221

  • Buffalo First Wealth Management, LLC
  • Florian Financial Group LLC
  • Linwood Investment Advisors Inc.
  • Ogorek Wealth Management
  • The Financial Guys / Independent Solutions
  • Waterford Advisors LLC