FIND A FOCUS PARTNER FIRM

Adero Partners (formerly Vista Wealth Management)
Focus Partner Since 2018

Alley Company
Focus Partner Since 2021

Altman, Greenfield & Selvaggi
Focus Partner Since 2019

Ancora Holdings
Focus Partner Since 2021

ARS Wealth Advisors
Focus Partner Since 2021

Asset Advisors Investment Management
Focus Partner Since 2018

Azimuth Capital Management
Focus Partner Since 2022

Badgley Phelps Wealth Managers
Focus Partner Since 2021

Bartlett Wealth Management
Focus Partner Since 2018

Beaumont Financial Partners
Focus Partner Since 2022

Benefit Financial Services Group
Focus Partner Since 2007

Bordeaux Wealth Advisors
Focus Partner Since 2017

Brownlie & Braden
Focus Partner Since 2017

Buckingham
Focus Partner Since 2007

Campbell Deegan Financial
Focus Partner Since 2018

Cardinal Point
Focus Partner Since 2021

Cassaday & Company
Focus Partner Since 2021

CFO4Life
Focus Partner Since 2017

Coastal Bridge Advisors
Focus Partner Since 2008

Connectus Wealth Advisers
A Global Consortium

CornerStone Partners
Focus Partner Since 2020

Cornerstone Wealth
Focus Partner Since 2018

Crestwood Advisors
Focus Partner Since 2017

Dorchester Wealth Management
Focus Partner Since 2015

Douglas C. Lane & Associates
Focus Partner Since 2016

Edge Capital Group
Focus Partner Since 2018

Escala Partners
Focus Partner Since 2019

Eton Advisors
Focus Partner Since 2017

Fairway Wealth Management
Focus Partner Since 2020

FFO
Focus Partner Since 2014

Fort Pitt Capital Group
Focus Partner Since 2015

Fortem Financial
Focus Partner Since 2017

Foster, Dykema & Cabot
Focus Partner Since 2019

FourThought Private Wealth
Focus Partner Since 2022

Gelfand, Rennert & Feldman
Focus Partner Since 2017

Gratus Capital
Focus Partner Since 2014

Greystone
Focus Partner Since 2008

GW & Wade
Focus Partner Since 2007

GYL Financial Synergies
Focus Partner Since 2016

Hill Investment Group
Focus Partner Since 2021

HoyleCohen
Focus Partner Since 2006

Icon Wealth Partners
Focus Partner Since 2022

IFAM Capital
Focus Partner Since 2014

InterOcean Capital
Focus Partner Since 2020

JFS Wealth Advisors
Focus Partner Since 2007

Joel Isaacson & Co.
Focus Partner Since 2009

Kavar Capital Partners
Focus Partner Since 2020

Kovitz Investment Group
Focus Partner Since 2016

LaFleur & Godfrey
Focus Partner Since 2013

Lake Street Advisors
Focus Partner Since 2017

LVW Advisors
Focus Partner Since 2011

MEDIQ Financial Services
Focus Partner Since 2020

Merriman
Focus Partner Since 2012

Mosaic Family Wealth
Focus Partner Since 2021

Nexus Investment Management
Focus Partner Since 2020

NKSFB
Focus Partner Since 2018

Octogone Holding
Focus Partner Since 2022

One Charles Private Wealth
Focus Partner Since 2015

Patton Albertson & Miller
Focus Partner Since 2015

Pettinga
Focus Partner Since 2011

Prairie Capital Management
Focus Partner Since 2021

Prime Quadrant
Focus Partner Since 2019

Provident Financial Management
Focus Partner Since 2021

Quadrant Private Wealth
Focus Partner Since 2014

Relative Value Partners
Focus Partner Since 2015

Rollins Financial
Focus Partner Since 2021

Sapient Private Wealth Management
Focus Partner Since 2010

SCS Financial Services
Focus Partner Since 2017

Seasons of Advice
Focus Partner Since 2020

Sentinel Benefits & Financial Group
Focus Partner Since 2007

Sonora Investment Management
Focus Partner Since 2021

Sound View Wealth Advisors
Focus Partner Since 2018

Spectrum Wealth Management
Focus Partner Since 2023

Strategic Wealth Partners
Focus Partner Since 2014

StrategicPoint
Focus Partner Since 2006

Summit Financial
Focus Partner Since 2014

Telemus Capital
Focus Partner Since 2013

The Colony Group
Focus Partner Since 2011

The Fiduciary Group
Focus Partner Since 2015

The Portfolio Strategy Group
Focus Partner Since 2012

TMD Wealth Management
Focus Partner Since 2020

Transform Wealth
Focus Partner Since 2016

TrinityPoint Wealth
Focus Partner Since 2018

Ullmann Wealth Partners
Focus Partner Since 2021

Vestor Capital
Focus Partner Since 2012

Waddell & Associates
Focus Partner Since 2016

WESPAC
Focus Partner Since 2008

Westcourt Capital
Focus Partner Since 2023

Williams Jones
Focus Partner Since 2019

XML Financial Group
Focus Partner Since 2016