Lido Advisors

Mercer Advisors

This firm provides wealth management and financial planning services to individual families and institutional clients, including companies, endowments and foundations.

MAI Capital Management

This firm provides investment management and financial planning services to high-net-worth individuals, families, and professional athletes.

RockFi

This company provides a wealth management platform and advisory services for high-net-worth individuals, including entrepreneurs, executives, and athletes.

Kingsview Partners

This firm provides wealth management, financial planning, and investment services to individual investors and support infrastructure for independent financial advisors.

Fidelis Capital

This company provides a wealth management platform and outsourced family office services for ultra-high-net-worth families, institutions and private banking clients.

Facet Wealth

This company provides subscription-based financial planning and investment management services through a digital platform for individual consumers and employees.

Amber River

This company provides independent financial planning and wealth management services to individuals, families, and business owners across the United Kingdom.

First Western Financial

The company provides banking, lending, and wealth management services to high-net-worth individuals, families, and business owners.