MAI Capital Management

RockFi

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

Lido Advisors

This firm provides wealth management and financial planning services to high-net-worth individuals, families, and businesses.

Prime Capital Financial

This firm provides wealth management, financial planning, and retirement consulting services to individuals, families, and institutional plan sponsors.

Mercer Advisors

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

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.

Kingsview Partners

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

REIT Asset Management

This firm provides investment and property management services for commercial real estate portfolios to institutional clients, professional investors and high-net-worth individuals.

Facet Wealth

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