Registered Investment Advisor

1

1031 CrowdFunding (Private Office) – Aliso Viejo, CA
1776 Wealth LLC – Sandy Springs, GA
20/20 Capital Management, Inc. – Daytona Beach, FL
49 Financial Group – Austin, TX
4Wealth Advisors, Inc. – Burr Ridge, IL

A

Accelerated Wealth Advisors, LLC – Colorado Springs, CO
Accretive Wealth Management – San Ramos, CA
Acorn Financial Advisory Services, Inc. – Reston, VA
Adagio Group (Private Office) – Golden Beach, FL
Adams Wealth Advisors – Logan, UT
Addicus Advisory, LLC – Tupelo, MS
Advanced Strategies, Inc. (Private Office) – Huron, OH
Advisory Alpha, LLC – Holland, MI
AIG Advisor Group (Private Office) – Atlanta, GA
Alan B. Lancz & Associates, Inc. – Toledo, OH
Alden Global Capital – New York, NY
Aliso Advisors (Private Office) – Irvine, CA
Alliance Affiliated Equities Corporation – Overland Park, KS
Amadeus Wealth Advisors LLC – New York, NY
American Financial Network Advisory Services, LLC (Private Office) – Calabasas, CA
Andalus Capital, LLC (Private Office) – Jericho, NY
AOG Wealth Management – Great Falls, VA
Apollon Wealth Management, LLC – Mount Pleasant, SC
Arcadius Capital Partners Inc. – Houston, TX
Ariston Services Group, LLC – San Diego, CA
Arlington Capital Management, Inc. – Arlington Heights, IL
Artivest Alternative Advisors, LLC (Private Office) – New York, NY
Ashton Thomas Private Wealth – Scottsdale, AZ
Assetmark, Inc. – Concord, CA
Atomi Financial Group, Inc. – Irvine, CA
Atria Wealth Solutions (Private Office) – New York, NY
Aurora Private Wealth, Inc. – Rockaway, NJ
Austin Firefighters Pension Fund (Private Office) – Austin, TX

B

Bain Wealth Management Group, LLC (Private Office) – Salem, OR
Balco Management (Private Office) – Austin, TX
Barnside Capital, LLC (Private Office) – Hanover, MA
BayRock Financial (Private Office) – Houston, TX
BCJ Capital Management – Sandy, UT
Beachhead Investments, LLC (Private Office) – Pearland, TX
Belpointe Wealth Management – Henderson, NV
Benedetti, Gucer & Associates – Atlanta, GA
BKD CPAs & Advisors (Private Office) – Fort Worth, TX
Blue Circle Ventures, LLC (Private Office) – Houston, TX
Box Financial Advisors, LLC – Grapevine, TX
BSG&L Financial Services, LLC – Houston, TX
Burgess Chambers & Associates Inc. – Orlando, FL

C

Capital Financial Services, Inc. (Private Office) – Minot, ND
Capstone Wealth Planning (Private Office) – Irvine, CA
Catalyst Wealth Management – Sunwanee, GA
Cerity Partners, LLC – Fort Worth, TX
Certis Capital Management, Inc. – Santa Barbara, CA
Claraphi Advisory Network, LLC – Aliso Viejo, CA
Coe Capital Management, LLC – Highland Park, IL
Concord Wealth Partners – Abingdon, VA
Continental Nine Financial Management – Waterbury, CT
Cornerstone Family Office, Inc. (Private Office) – Carlsbad, CA
Cornerstone Wealth Advisors, Inc. – Carlsbad, CA
Crewe Advisors – Salt Lake City, UT

D

Daniel Investment Associates, LLC – Santa Barbara, CA
Diamond Wealth Strategies (Private Office) – Northbrook, IL
Doceo Wealth, LLC – Meridian, ID
DST Wealth Management LLC – Indian Wells, CA

E

Eastbay Financial Services – Charlston, SC
Encore Enterprises, Inc. (Private Office) – Dallas, TX
Endora Capital LLC (Private Office) – Houston, TX

F

Family Office Partners, Inc. – Atlanta, GA
Family Office Research, LLC – Bethesda, MD
FG1 Capital, LP (Private Office) – Dallas, TX
FIT Strategic Advisors, LLC – Placentia, CA
FMA Advisory Inc. – Harrisburg, PA
FMP Wealth Advisers – Austin, TX
Foresight Wealth Management, LLC – Draper, UT
Forthright Family Wealth Advisory LLC – Houston, TX
Fourstar Wealth Advisors, LLC – Chicago, IL
Frazier & Deeter, LLC (Private Office) – Atlanta, GA
Frontier Financial Partners, LLC – Franklin, TN
Frontier Wealth Strategies, Inc. – Walnut Creek, CA
Fusion Capital Management – Dallas, TX

G

Garcia Wealth Management Group, Inc. – Templeton, CA
Grand Parkway Capital, LLC – Houston, TX
Granderson Wealth Management Group, Inc. – Denver, CO
Great Point Wealth Advisors, LLC – Boston, MA

H

Hayden Royal, LLC – Charlotte, NC
High Speed Alliance – Huntsville, AL
Hopkin Investment Management, LLC – Annapolis, MD

I

IFS Securities, Inc. (Private Office) – Atlanta, GA
Infinite Financial Solutions, LLC – North Little Rock, AR
Insight Investment Advisers, LLC – Leawood, KS
Integras Partners, LLC – Alpharetta, GA
Investacorp, Inc. (Private Office) – Miami, FL

J

Jacobsen Capital Management – Salt Lake City, UT
JRW Investments (Private Office) – Pasadena, CA

K

Karsten Advisors (Private Office) – Fort Worth, TX
Kindzia Investments – Johns Creek, GA
King Financial – Lathrop, CA
Kingsbarn Realty Capital (Private Office) – Las Vegas, NV
Kolinsky Wealth Management, LLC – Ramsey, NJ
Kuettel Capital, LLC – Bentonville, AR

L

Lazari Capital Management, Inc. – Woodland Hills, CA
Legacy Wealth Management, LLC – Boise, ID
Legacy Wealth Partners, Inc. – Calabasas, CA
Lopez Wealth Management, LLC – Abington, VA
Lowell & Company, Inc. (Private Office) – Lubbock, TX

M

Madrona Financial Services, Inc. – Everett, WA
Mariner Wealth Advisors – New Albany, IN
Martin Financial Group, LLC (Private Office) – New Albany, IN
MBD Solutions, LLC (Private Office) – Irving, TX
ME Financial, LLC – Kansas City, MO
Mestmaker & Petrey Wealth Advisors – Bakersfield, CA
MSF Capital Advisors, LLC – New York, NY
MSP Welath Management, LLC – Klamath Falls, OR

N

NextGen Private Wealth, LLC – Helena, MT
Noblebridge Wealth Management, LLC – Montclair, NJ

P

Paradigm Wealth Management, LLC – Westlake, OH
Park Avenue Capital Management International (Private Office) – New York, NY
Parkside Financial Bank & Trust (Private Office) – Clayton, MO
Passerelle Advisors, LLC (Private Office) – Miami, FL
Paul M. Wendee & Associates, LLC – Dana Point, CA
Pi Wealth Plan, LLC – San Jose, CA
Prairie Wealth Advisors, Inc. – Lincoln, NE
Prakash Investment Advisors, LLC – Andover, MA
Primex (Private Office) – New York, NY
Prism Financial Concepts – Scottsdale, AZ

Q

Questar Capital Corporation (Private Office) – Minneapolis, MN

R

Rainstar Capital Group (Private Office)- Grand Rapids, MI
RCM Investments/Riggs Capital Management, LLC – Provo, UT
Rep Driven Results (Private Office) – Shawnee Mission, KS
Reshape Wealth – Jersey City, NJ
Revolution Capital, LLC – Omaha, NE
Rocket Dollar Advisors, Inc. – Austin, TX
Rosenbaum Financial, Inc. – Portland, OR

S

Sanctuary Wealth Management, LLC – Pocatello, ID
SDKK Investments, LLC (Private Office) – Westlake Village, CA
Signature Resources Capital Management, LLC – Irvine, CA
Siguler Guff Advisers, LLC – New York, NY
Silicon Valley Wealth Management Solutions, Inc. – San Jose, CA
Silverhawk Financial – Scottsdale, AZ
Solmark International (Private Office) – Wiley, TX
Soltis Investment Advisors, LLC – St. George, UT
Southern Wealth Management LLP – Dallas, TX
Sowell Management Services – North Little Rock, AR
STA Wealth Management, LLC – Houston, TX
Strategic Wealth Planning – Dallas, TX
Summit Brokerage Services, Inc. (Private Office) – Boca Raton, FL
Summit Investment Management LLC (Private Office) – Denver, CO
Synergy Financial Management LLC – Bellevue, WA

T

The Blue Oak Group – Mt. Pleasant, SC
TRES Development LLC (Private Office) – Houston, TX

V

Veripax Wealth Management, LLC – Folsom, CA
Vernonville Asset Management, LLC (Private Office) – Houston, TX
Vivaldi Capital Management, LLC – Chicago, IL

W

Wisdom Financial (Private Office) – Dallas, TX
Woodmont Investment Counsel, LLC – Nashville, TN
World Class Capital Group (Private Office) – Austin, TX
WWA Planning & Investments – Columbus, IN