Wealth Partners Capital Group is an investor in and partner to five
nationally recognized RIAs. We provide capital and strategic support to these
firms, and assist them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities and succession solutions.
The founders of Wealth Partners Capital Group (WPCG) have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $135 billion in client assets.
WPCG’s mission is to help our partner firms provide RIA owners, IBD teams, advisors and their clients with access to best-in-class client-first planning and investment capabilities. Whether an advisor is seeking a succession solution for retirement or looking to accelerate growth, our partner firms offer both liquidity and opportunity.
IN CURRENT PARTNER FIRM
CLIENT ASSETS
(AUA)
IN ACQUIRED AUA
ACROSS PARTNER FIRMS
ACQUISITIONS
EXECUTED
(collectively)
*Includes related entities LGL and Bala, as of 12/31/17
**Includes related entities LGL, Bala and Optima, as of 12/31/20
***Compound annual growth rate in AUA, 12/31/17 to 2/22/21
We have partnered with industry-leading wealth management firms to help independent RIAs, IBD teams and advisors achieve successful outcomes for themselves and their clients. With our help, our partners provide capital, investment and management expertise, centralized compliance, and state-of-the-art technology and operational infrastructure.
We are experts at investing in and supporting exceptional RIAs. Under our leadership,
our predecessor firm became one of the largest investors in independent wealth
management firms in the country, growing from zero to $42 billion in AUM in six years.
E: contact@wealthpcg.com P: 561-567-8160
230 Royal Palm Way
Suite 201
Palm Beach, FL 33480
315 Montgomery Street
Suite 1014
San Francisco, CA 94105
180 Varick Street
Suite 1514
New York, NY 10014
Locations
Apella Capital is a national RIA built around a select community of like-minded advisors who belive in evidence-based investing and planning. The firm's financial advisors are dedicated to building lifelong client relationships and providing Advice for Life.
"Our partnership with WPCG has helped define our vision for growth. By executing on this strategy, we are empowered to reach more clients and make a positive difference in their lives."
PATRICK SWEENY, JOSHUA PACE & DAVID CONNELLY
PRINCIPALS, APELLA CAPITAL
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CONNECTICUT
Apella Headquarters:
Glastonbury
Beaulieu Financial Services, Jun ‘19
Bond and Company, May ‘16
Summit Counsel, Jul ‘14
CALIFORNIA
San Francisco
Union Financial Planning, Oct ‘19
COLORADO
Denver
GEORGIA
Atlanta
Calandra Financial, Apr ‘21
MASSACHUSETTS
Lenox
ARC Investment Planning & Management and WS Securities, Oct ’16
Marblehead
James Fernia, Sep ‘15
NEW YORK
Greenport
OREGON
Lake Oswego
Metrist Wealth Advisors, Dec ’21
RHODE ISLAND
Providence
Convergence Wealth Advisors, Apr ‘17
TENNESSEE
Knoxville
Kathleen Parks, Jul ‘17
TEXAS
Dallas
Bacon Financial Management, Jan ‘20
WASHINGTON
Bellevue
Vestory, Oct ‘20
Locations
EP Wealth Advisors is an entrepreneurial firm founded by two childhood friends. It has grown to be one of the largest independent wealth management firms on the West Coast.
"Many people are anxious around their finances. Our goal is to alleviate this anxiety by providing objective financial and investment advice that helps our clients meet their life goals. We believe we can scale this mission by providing capital and infrastructure to advisors who share our commitment to client service. The tremendous investment we have made in our business and the depth of our expertise provide partnering advisors with a better place to deliver unbiased advice and grow their business over the long-term."
BRIAN PARKER, PATRICK GOSHTIGIAN & DEREK HOLMAN
PRINCIPALS, EP WEALTH ADVISORS
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EP Headquarters
Torrance, CA
Fred Henry, Jul ’16
Caves & Associates, Sept ’18
Harris Financial Advisors, Nov ‘20
Abbas A. Heydari, Jan ‘21
Chicago, IL
Guidant Wealth Advisors, Dec ‘19
Dallas, TX
International Research & Asset Management, Feb ‘20
Denver / Greenwood Village, CO
Moore Financial Group, Jan ‘15
Rampart Wealth Advisors, Oct ‘18
South Bay Area, CA
Ballou Plum Wealth Advisors, Jan ‘16
Millie Capital Management, Feb ‘18
Personal Financial Consultants, Aug ‘19
CPIC International, Oct ‘19
Homewood Capital Management, Aug ‘21
Mindful Money, Dec ’21
Coulston Financial Services, Apr ’22
Newport Beach, CA
Klein Financial Advisors, Jan ‘22
Orange County, CA
Phoenix / Chandler, AZ
Pathlight Investors, Jul ‘19
Providus Advisors, Jul ‘20
Salt Lake City / Logan, UT
The Insight Group & Financial Insight Center, Sept ‘20
San Diego, CA
Donnelly Wealth Advisors, May ‘18
San Mateo, CA
Private Capital Management Associates, Jun ‘17
Seattle / Mt. Vernon / Friday Harbor, WA
Conlon Dart Wealth Management, May ‘19
Sound Financial Planning, Nov ‘21
Kirkland Team, Jan ‘22
St. George, UT
Vantage Advisors, Apr ‘22
Torrance South, CA
Valencia, CA
Vancouver, WA
New Focus Financial Group, Jan ‘21
West Los Angeles, CA
Locations
Established in 1973 on a handshake between Arnold Palmer and sports agent Mark McCormack as part of IMG, MAI is a leader in independent wealth management.
"MAI helps advisors plan their succession by ensuring clients are cared for after the advisor’s departure. We provide capital, but more importantly, we offer scaled resources, a fiduciary culture and a focus on client relationships."
JIM KACIC & RICK BUONCORE
PRINCIPALS, MAI CAPITAL MANAGEMENT
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MAI Headquarters
Cleveland, OH
Calfee Financial Advisors, Jan ‘18
CCI Financial Group, Apr ‘19
Rodman Capital Management, Dec ‘19
HW Financial Advisors, Feb ’21
Ownership Advisors, Apr ‘21
Storey & Associates, Sep ‘21
Baltimore, MD
Geier Asset Management & Winpoint Financial, Sep ‘21
Charlotte, NC
Queens Oak Advisors, Dec ‘21
Cincinnati, OH
John D. Dovich & Associates, Jun ‘19
Columbus, OH
Deerfield, IL
Hochman Cole Investment Advisors, Dec ‘21
Irvine, CA
Little Rock, AR
Smith Capital Management, Dec ‘20
Madison, CT
Patrick Gingras, Dec ’21
Miami, FL
Mike Dvorkin, Apr '21
Naples, FL
MWM Investment Consulting, April ‘21
Nashua, NH
New York, NY
J.M. Hartwell, Dec ‘19
Grisanti Capital Management, May ‘20
Monarch Business & Wealth Management / Regal Wealth Management, Dec ’21
Ponte Vedra Beach, FL
Raleigh, NC
Curi Capital JV, July ‘19
Reston, VA
MTX Wealth Management, Jun ‘19
Rockville, MD
Investment Planning Associates, Dec ‘21
St. Louis, MO
Greenway Family Office, Nov ‘20
Locations
Merit Financial Advisors is one of the most significant hybrid RIAs in the U.S. that seeks to educate clients and establish and satisfy their financial goals.
"Our commitment to clients drives our desire to add capabilities, expertise and expand our national presence. WPCG embraces this mission, and our partnership with them positions us to accelerate our long–term growth."
RICK KENT & KAY LYNN MAYHUE
PRINCIPALS, MERIT FINANCIAL ADVISORS
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ALABAMA
Birmingham
GEORGIA
Merit Headquarters:
Alpharetta
Financial Development Systems, Oct ‘17
Botsford Financial Group, Oct ‘17 (also in Frisco, TX)
Lawrenceville
Allegiance Retirement Solutions, June ‘16 / July ‘16*
Roswell
Consilium Financial Group, July ‘21
Sandy Springs
Financial Development Systems, Oct ‘17
CALIFORNIA
San Diego
Reason Financial, Oct ‘20*
COLORADO
Colorado Springs
I.M. Wealth Care, Sept ’19*
Greenwood Village
I.M. Wealth Care, Sept ’19*
CONNECTICUT
Wilton
Price Financial, Jan ‘20
FLORIDA
Boca Raton
Biltmore Capital Advisors & Stone Creek Capital Management, Dec ’21
Boynton Beach
Bautz Family Financial, Sept ‘20
Daytona Beach
Merit Financial Advisors, Dec ‘14*
Jacksonville
CPA Retirement Network, Jan ‘12
Maitland
Merit Financial Advisors, Dec ‘14*
Mount Dora
Merit Financial Advisors, Dec ‘14*
Orlando
Merit Financial Advisors, Dec ‘14*
NEW JERSEY
Princeton
Biltmore Capital Advisors & Stone Creek Capital Management, Dec ’21
NORTH CAROLINA
Charlotte
Sharp Advisors, Jan ’20 (also in Raleigh, NC)
Davidson
King Financial Partners, July ‘15
Blu Hawk Wealth Management, June ‘17*
Denver
Simplified Financial, Apr ‘18*
Raleigh
Sharp Advisors, Jan ‘20 (also in Charlotte, NC)
OKLAHOMA
Norman
Union Financial Advisors, Apr ‘22
Perry
Union Financial Advisors, Apr ‘22
Tulsa
Union Financial Advisors, Apr ‘22
TEXAS
Frisco
Botsford Financial Group, Oct ‘17 (also in Alpharetta, GA)
Southlake
Kirsch & Associates, Nov ‘19
Brian Fisher, Dec ‘21
Locations
WA Asset Management is a Birmingham, Alabama-based independent wealth management firm with a strong Southeast regional presence, CPA firm expertise and commitment to client relationships.
"With the support of WPCG, our firm is uniquely positioned to serve as the destination of choice for successful RIAs seeking to join forces with a leading platform with a CPA heritage, to better serve their clients and grow their businesses."
JOSH REIDINGER & JUSTIN RUSSELL
PRINCIPALS, WA ASSET MANAGEMENT
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ALABAMA
WA Asset Management Headquarters:
Birmingham
Trust company wealth team, 2011
Kinsight, 2017
Clark Financial Advisors, Mar ‘22
Huntsville
Wealth advisory team, 2014
Montgomery
Wilson, Price, Barranco, Blankenship & Billingsley, 2012
FLORIDA
Pensacola
O’Sullivan Creel, 2012
Tampa
John is a Founding Partner of Wealth Partners Capital Group. Before starting the firm, John was President of AMG Wealth Partners from 2011 to 2017. Prior to AMG Wealth Partners, he was the senior partner of one of Morgan Stanley’s largest Private Wealth Management teams. Earlier in his career, John served as Managing Director at Lehman Brothers and as Managing Director for E-Commerce and Wealth Management at Credit Suisse First Boston. He began his career in 1988 in the Private Client Services Group of Goldman, Sachs & Co., where he rose to Managing Director. John holds a B.A. Magna Cum Laude from Georgetown University, an M.S. from the Sloan School of Management at MIT and a J.D. Magna Cum Laude from Harvard Law School.
Rich is a Founding Partner of Wealth Partners Capital Group. Before starting the firm, he was a Managing Director of AMG Wealth Partners from 2014 to 2017. Prior to AMG Wealth Partners, Rich was Managing Director at Focus Financial Partners. He founded and managed the Focus Connections program, which helped advisors from major brokerage firms establish their own independent wealth management businesses. Earlier in his career, Rich served as Director in Charles Schwab’s Strategy Group and was an analyst at Silver Lake Partners. Rich is a graduate of St. Catherine’s College, Oxford.
Sean is a Founding Partner of Wealth Partners Capital Group. Before starting the firm, Sean was a Director of AMG Wealth Partners from 2014 to 2017. Prior to AMG Wealth Partners, he was Senior Vice President and Director of Sabadell Bank & Trust’s Palm Beach office, focused on private banking, wealth management and corporate development. Sean began his career as an Associate at Dearden, Maguire & Weaver. He holds a B.S. in Finance and a minor in Economics from the Smeal College of Business at Penn State University.
Allison is a Partner of Wealth Partners Capital Group. Previously, Allison was an Associate of AMG Wealth Partners from 2011 to 2017. Prior to AMG Wealth Partners, she spent five years at Affiliated Managers Group in the New Investments group and Office of the CFO. Allison holds a B.A. with honors from Stonehill College.
Paul is the General Counsel of Wealth Partners Capital Group. Prior to Wealth Partners Capital Group, he was an attorney at the law firm of Holland & Knight from 2011 to 2019 specializing in corporate law, securities, and mergers and acquisitions. He holds a B.A. in Political Science from the University of North Carolina at Chapel Hill, a Master of Accounting from the Kenan-Flagler Business School at UNC, and a J.D. Magna Cum Laude from the Florida State University College of Law.
Colin is the Associate General Counsel of Wealth Partners Capital Group. Prior to Wealth Partners Capital Group, he was an attorney at the law firm of Weil, Gotshal & Manges LLP from 2018 to 2021 specializing in corporate law, private equity, and mergers and acquisitions. He holds a B.B.A. in Finance and Legal Studies from the University of Miami and a J.D. from Boston College Law School.
Nick is a Principal at Wealth Partners Capital Group. Prior to Wealth Partners Capital Group, Nick was the Head of Business Development at StratiFi, a financial technology company based in San Francisco. Previously, he was an Associate on the M&A team at Focus Financial Partners in New York City. He began his career as an Analyst at Morgan Stanley. Nick holds a B.A. in Economics from Colby College.
Dan is a Principal at Wealth Partners Capital Group. Prior to Wealth Partners Capital Group, Dan was an Associate of AMG Wealth Partners from 2015 to 2017. Earlier in his career, he was a Financial Analyst at Goldman, Sachs & Co. in New York, where he worked for three years in Private Wealth Management. Dan holds a B.S.B.A from the McDonough School of Business at Georgetown University.
Mac is a Principal at Wealth Partners Capital Group. Prior to Wealth Partners Capital Group, he spent three years at PIMCO in New York City, where he worked as an Account Associate and as a Specialist in the Portfolio Analysis Group. Mac holds a B.S. in Business & Enterprise Management from Wake Forest University.
Chris is a Director at Wealth Partners Capital Group. Prior to Wealth Partners Capital Group, Chris was a Senior Strategic Financial Analyst at HD Supply, Inc. in Atlanta, where he focused on M&A, Treasury, Investor Relations, and Market Intelligence. Throughout college, Chris worked as a finance intern at The Coca-Cola Company within the Global Business Services team. Chris holds a B.B.A. with a concentration in Finance from the J. Mack Robinson College of Business at Georgia State University.
Jillian is a Senior Associate at Wealth Partners Capital Group. Previously, she was a member of AMG Wealth Partners from 2012 to 2017 after spending two years with Affiliated Managers Group. Jillian holds a B.A. in Strategic Communication and a minor in Business from Ohio State University.
Sean is an Associate at Wealth Partners Capital Group. Previously, he was a Business Development Associate at GlassView in New York City. Sean holds a B.A. in Political Science and a minor in Formal Organizations from Trinity College, in Hartford, CT.
Shannon is an Associate at Wealth Partners Capital Group. Previously, she was a Director of Operations and Investor Relations from 2017 to 2020, where she worked in alternative asset management in the Greater Philadelphia region. Shannon is a former Division 1 athlete, she holds a B.S., as well as a M.S. in Experiential Research from Saint Joseph’s University.
Parker is an Associate at Wealth Partners Capital Group. Previously, he worked for three years as a Financial Advisor at UBS Financial Services, where he specialized in wealth management strategies that included advisory solutions, financial planning, equity awards, and cash management. Parker holds a B.A. in Economics from Elon University.
Madison is an Associate at Wealth Partners Capital Group. Previously, she spent three years at Vanguard, where she worked as a Fixed Income Trader and Investment Analyst. Madison holds a B.S.B.A from the Robins School of Business at the University of Richmond. Madison is a CFA® charterholder.
Pete is an Associate at Wealth Partners Capital Group. Prior to Wealth Partners Capital Group, he was a Wholesaler and Regional Consultant at Putnam Investments in Boston. Pete holds a B.S. in Business Administration and Entrepreneurial Studies from the Peter T. Paul College of Business and Economics at the University of New Hampshire.
John is an Associate at Wealth Partners Capital Group. Previously, he worked as a Wholesaler at MFS Investment Management. John holds a B.S.B.A. in Finance from The Fisher College of Business at The Ohio State University.
Michelle is an Analyst at Wealth Partners Capital Group. Previously, she was an Executive Assistant to the CFO at Rendina Healthcare Real Estate. Prior to that, she was an Office Assistant at Affiliated Managers Group. Michelle holds a B.A. from the University of Central Florida.
Luis is a Financial Analyst at Wealth Partners Capital Group. Previously, he spent one year at Upstart, where he worked as a Credit Analyst. Luis holds a B.S.B.A in Finance from the Fisher College of Business at The Ohio State University.
Julie is an Executive Assistant at Wealth Partners Capital Group. Previously, she was an Event Coordinator at The Breakers in Palm Beach. Prior to that, she spent many years in the non-profit sector as an Event Manager, planning fundraising events for Lighthouse for the Blind of the Palm Beaches and Gulfstream Goodwill. Julie holds a B.A. from LIM College in New York City.
Addy is an Administrative Assistant at Wealth Partners Capital Group. Previously she was an Executive Assistant to the CEO and CFO at Bus One World Class Transportation from 2017 to 2021. Addy holds a B.A. in Psychology and a minor in Intercultural Studies from Palm Beach Atlantic University.
Eric Schwartz is CEO of 76 West Holdings, a private investment firm with a focus on the financial services industry. He serves as Chairman of an online consumer finance company, a working capital finance company, a wealth management firm, and a precious metals dealer. He is the principal owner of the professional basketball franchise in Paris, France.
Earlier in his career Eric served on the Management Committee of Goldman Sachs, where over time he was co-CEO of the Global Equities and Investment Management Divisions and was a partner in the Equity Capital Markets unit of the Investment Banking Division. At the time of his departure in June 2007 he was also co-head of the firm’s Partnership Committee, tasked with supervising the process of promoting new partners.
He graduated from the Wharton School of the University of Pennsylvania with a B.S.E. (summa cum laude) and M.B.A. in 1984 and 1985, respectively.
Dan is a former Partner of Goldman, Sachs, & Co. He joined the firm in 1981 and became a Partner in 1994. During his career, Dan managed the firm’s global Private Wealth Management business, started and managed the Global Securities Services business, and served as Head of Institutional Equities Sales. After leaving the firm in 2003, Dan co‐founded Samson Capital Advisors, a global fixed income and alternatives‐focused asset management firm, which was sold in 2015.
Dan graduated summa cum laude from Canisius College where he received his B.S. in Finance in 1979. He received an M.B.A. from Columbia University Graduate School of Business in 1981.
Bob is Founder, Former CEO and Chairman Emeritus of Intech Investment Management, LLC. He joined the company in January 1991 and helped build the firm from a single product provider into a solutions-based global investment manager with over $50 billion in assets under management. Bob is now the Chairman of TIKD, LLC. TIKD is a Consumer Services company headquartered in Miami, Florida.
Bob earned his M.B.A. at Georgia State University in 1976 with special emphasis on investment theory.
Robby Markose is a Partner of Samson Investment Partners and helps direct and manage the firm’s private equity investments. Robby currently serves on the board of directors of Five Point Dental Specialists, Milner Media Partners, and Scottish American Capital. He previously served on the board of Alternative Biomedical Solutions. Before joining Samson, Robby worked at J.P. Morgan Securities, Inc. from 2004 to 2007, where he helped advise technology companies on a wide range of transactions including mergers, acquisitions, recapitalizations, leveraged buyouts, and management buyouts.
Robby received his Bachelor of Business Administration, summa cum laude, from The University of Texas at Austin and his MBA from Harvard Business School.
Emerging Leaders Awards - Northeast Region
Citywire - 50 Growers Across America
Financial Advisor - RIA Survey & Ranking
Financial Advisor - Top 50 Fastest Growing Firms
Forbes – Best-In-State Wealth Advisors: California
Financial Planning - Top 150 Fee-Only RIAs
Forbes - Top Next-Gen Wealth Advisors: Greg Wells
Barron's – Top 100 RIA Firms
Financial Advisor - RIA Survey and Ranking
Financial Advisor - Top 50 Fastest Growing Firms
InvestmentNews – Largest Fee-only RIAs
InvestmentNews – 40 under 40: Erin Voisin
Forbes – Best-In-State Wealth Advisors: California
Financial Planning – RIA Leaders 2020
Barron's - Top 100 RIA Firms
Inc. - Inc. 5000: Fastest Growing Private Companies
Financial Advisor – RIA Survey and Ranking
Financial Advisor – Top 50 Fastest Growing Firms
Los Angeles Business Journal - Most Influential Wealth Managers
Financial Times - FT 300
Los Angeles Business Journal - Money Management Firms
Forbes – Best-In-State Wealth Advisors: California
RIA Channel - Top 100 Wealth Managers 2019
Barron's - Top 50 RIA Firms
Inc. - Inc. 5000: Fastest Growing Private Companies
Los Angeles Business Journal - Most Influential Wealth Managers
Financial Advisor - Top 50 Fastest Growing Firms
Financial Advisor - RIA Survey and Ranking
Financial Times - FT 300
Forbes - Best-In-State Next-Gen Advisors: California
Investment News - RIA Rundown 2019: Largest Fee-Only RIAs
Investment News - RIA Rundown 2019: Biggest Gainers
Los Angeles Business Journal - Money Management Firms
Los Angeles Business Journal - The Most Influential Wealth Managers in Los Angeles
Financial Advisor - RIA Survey and Ranking
Financial Times - FT 300
Los Angeles Business Journal - Money Management Firms
Financial Advisor - RIA Survey and Ranking
Financial Advisor - Top 50 Fastest-Growing Firms
Barron's - Top Advisor Ranking: California
Financial Planning – Top 150 RIA Firms
Forbes – 100 Fastest Growing RIAs Over Ten Years
Financial Advisor - RIA Survey and Ranking
Barron's - Top Advisor Ranking: California
Financial Planning – Top 150 RIA Firms
Financial Advisor - RIA Survey and Ranking
Barron's - Top Advisor Ranking: California
Forbes – Best-In-State Wealth Advisors: Florida
2021 Smart Business - Medical Mutual Pillar Award for Community Service
Forbes - Top Next-Gen Wealth Advisors: Andrew Meyer
Barron's – Top 100 RIA Firms
Financial Advisor - RIA Survey and Ranking
Crain's Cleveland Business – Largest Investment Advisers
Barron's – Top Advisor Rankings by State: Ohio
Forbes – Best-In-State Wealth Advisors: Ohio
2020 Smart Business – Medical Mutual Pillar Award for Community Service
Crain's Cleveland Business – 40 Under Forty
Barron's - Top 100 RIA Firms
Financial Advisor – RIA Survey and Ranking
Financial Advisor – Top 50 Fastest Growing Firms
Crain's Cleveland Business - Top Money Managers
Financial Times - FT 300
Forbes – Best-In-State Wealth Advisors: Ohio
Barron's - Top 50 RIA Firms
Forbes - Top Wealth Advisors
Financial Advisor - RIA Survey and Ranking
Financial Times - FT 300
Crain's Cleveland Business - Top Money Managers
Forbes - Best-In-State Wealth Advisors: Ohio
Barron's - Top 40 RIA Firms
Forbes - Top Wealth Advisors
Financial Advisor - RIA Survey and Ranking
Financial Times - FT 300
Crain's Cleveland Business - Top Money Managers
Barron's - Top Advisor Ranking: Ohio
Barron's - Top 100 Independent Advisors
Financial Times - FT 300
Smart Business - Northeast Ohio Smart 50
Crain's Cleveland Business - Top Money Managers
Case Western Reserve University - Weatherhead 100
Barron's - Top 100 Independent Advisors
Financial Advisor - RIA Survey and Ranking
Case Western Reserve University - Weatherhead 100
Barron's - Top 100 Independent Advisors
Financial Advisor - RIA Survey and Ranking
Financial Times - FT 300
Inside Business - NEO Success Winner
Forbes
Best-In-State Wealth Advisors: Georgia & Colorado
America's Top Women Wealth Advisors
America’s Top Women Wealth Advisors Best-In-State:
Georgia & Connecticut
Investment News
Best Places to Work for Financial Advisers
Dallas Magazine
Dallas - Fort Worth's Best Financial Planners
Inc.
Inc. 5000
Barron's
Top 100 Private Wealth Management Teams
Forbes
America's Top Women Wealth Advisor List
Investment News
Best Places to Work for Financial Advisers
Forbes
Best-in-State Wealth Advisors: Georgia & Connecticut
Citywire
50 Growers Across America
InvestmentNews
Best Places to Work for Financial Advisers
Inc.
Inc. 5000: Fastest Growing Private Companies
Forbes
Best-in-State Wealth Advisors: Georgia
Forbes
Top Women Wealth Advisors
Financial Times
FT 300
Women’s Choice Award
Best Financial Advisors
InvestmentNews
Best Places to Work for Financial Advisers
Inc.
Inc. 5000: Fastest Growing Private Companies
Forbes
Top Women Wealth Advisors
Women’s Choice Award
Best Financial Advisors
Forbes
Best-In-State Wealth Advisors: Alabama
Birmingham Business Journal
Financial Planners
Business Alabama
Financial Planning & Investment Advisory Firms
Financial Advisor
RIA Survey & Ranking
Investor.com
Top 100 Financial Advisor Firms in Alabama
Business Alabama
Financial Planning & Investment Advisory Firms
Birmingham Business Journal
Financial Planners
Birmingham's Best Places to Work
Financial Advisor
RIA Survey & Ranking
Financial Times
FT 300
Financial Advisor
RIA Survey & Ranking
Business Alabama
Financial Planning & Investment Advisory Firms
Birmingham Business Journal
Financial Planners
Accounting Today
Top 150 CPA Financial Planners