Focus Partner Firms

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

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

Financial Professionals

Focus Partner Since 2017

Fort Pitt Capital Group

Focus Partner Since 2015

Fortem Financial

Focus Partner Since 2017

Foster, Dykema & Cabot

Focus Partner Since 2019

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

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

Williams Jones

Focus Partner Since 2019

XML Financial Group

Focus Partner Since 2016