Sandbox Financial Partners
Sandbox Financial Partners is an independent wealth management and financial planning firm. A "Fiduciary" to your finances, Sandbox provides a wide array of customized solutions in wealth management, estate, retirement and long term care planning, as well as Social Security maximization strategies. Sandbox also cultivates a number of strategic relationships...
Rondeivu
Rondeivu reimagines and modernizes the process by which private market deals are transacted. Our end-to-end InvestTech platform simplifies capital formation and investment with a seamless "one platform" solution for the entire deal process. We optimize for alignment of interests by sourcing opportunities and matching issuers with institutional investors.
RiverFront Investment Group
RiverFront Investment Group is a global asset management firm based in Richmond, Virginia, founded in December 2007. The firm operates under a holding company structure, with majority ownership by its employees and minority ownership by Baird Financial Corporation. RiverFront emphasizes a "Process over Prediction" philosophy, focusing on systematic investment strategies...
Revolution Partners LLC
Revolution Partners is an independent, privately owned Registered Investment Advisor.
Our Pledge:
We uphold our fiduciary obligation without compromise.
We fully disclose all fees and service standards.
We align our interests with those of our clients.
We only work with associates and clients we trust and admire.
We never disclose...
Regency Capital Management Inc
Regency Capital Management Inc. is a U.S.-registered investment adviser based in Honolulu, Hawaii, with an additional office in Bainbridge Island, Washington. The firm specializes in private asset management and wealth advisory services for high-net-worth individuals, families, and select institutions. It operates under regulatory oversight and provides transparency through Form ADV...
Rappaport Reiches Capital Management LLC
Rappaport Reiches Capital Management, LLC is an independent investment advisory firm based in Skokie, Illinois. Founded in 2005 by David Rappaport and Shari Greco Reiches, the firm specializes in comprehensive financial planning and investment management for individuals, families, and non-profit organizations. They focus on a holistic approach to wealth management,...
Quantum Asset Management Inc
Our philosophy is simple. We want to make a positive impact on you and what is important to you. We want to "invest" our time in helping you create a comprehensive and effective plan for your financial future. We want to get to know you in order to help you...
JT Stratford Wealth Management
For over 20 years, JT Stratford has helped individuals just like you plan for their financial future. Today, JT Stratford, LLC, an SEC registered investment advisory firm, is one of the premier financial planning and investment management firms in the Southeast. The firm provides innovative investment management and employee benefit...
IEQ Capital
IEQ Capital is an independent registered investment adviser (RIA) that specializes in ultra-high-net-worth wealth management and family office services. The firm manages $36 billion in assets and offers tailored solutions that blend public and private market investments with comprehensive legacy planning. With over 30 years of experience, IEQ Capital operates...
Haven Wealth Group LLC
We were founded upon the belief that personal attention is paramount to success – ours and our clients'. When you entrust us as your investment advisor, you'll receive personalized service, clear communication, and our unwavering commitment to achieve your financial goals.
GuidedChoice
GuidedChoice is a financial services company based in San Diego, specializing in retirement planning and financial wellness. Founded in 1999 by Sherrie E. Grabot, the company has pioneered the use of digital technology to deliver personalized financial advice. GuidedChoice operates as a subsidiary of GuidedChoice.com, Inc., and is committed to...
GoalVest Advisory
GoalVest Advisory is a boutique wealth management firm that specializes in personalized financial solutions for high-net-worth individuals and institutions. As a fee-only, independent registered investment adviser, the firm focuses on client interests without commissions or third-party product incentives. Founded by Sevasti Balafas, CFA, CPWA®, GoalVest targets clients with $2 million...
GIA Partners LLC
GIA Partners, LLC is an independent, entrepreneurial Registered Investment Advisor wholly owned by its investment team. GIA is a leader in providing yield enhanced fixed income solutions for institutional investors (pension funds, trusts, endowments). Please refer to our website at www.giallc.com for additional information.
GFG Capital LLC
GFG Capital, LLC is a Miami-based multi-family office founded in 2003 by brothers Mauricio and Eduardo Gruener. The firm specializes in wealth management and investment services, focusing on a client-centric approach that tailors strategies to meet individual family goals. With a team of over 11 professionals, GFG Capital manages client...
GenWealth Financial Advisors
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance. Independent Advisor Alliance and GenWealth Financial Advisors are separate entities from LPL Financial.
Generations Wealth LLC
Generations Wealth, LLC was founded to pursue a higher standard that redefines the wealth management experience. We offer comprehensive or unbundled advice-based solutions - a compelling alternative to traditional investment-centric wealth management - specializing in Personal CFO services, passive investing and income tax.
Generations Wealth, LLC is registered and regulated...
Gemmer Asset Management LLC
Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts. Our investment philosophy is grounded in a risk-managed, asset allocation approach using world class institutional money managers (i.e. mutual funds, ETFs, separately managed accounts).
We work exclusively...
FourStar Wealth Advisors LLC
Build - Live - Share
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income,...
Fort Pitt Capital Group
Fort Pitt Capital Group is a financial services firm founded in 1995, dedicated to ethical standards and client trust. The company focuses on personal responsibility, integrity, and service, guiding clients towards financial security with a calm and competent approach.
The firm offers personalized financial solutions tailored to individual client needs,...
FlexShares Exchange Traded Funds
FlexShares Exchange Traded Funds is a goal-oriented ETF provider managed by Northern Trust Asset Management. The company focuses on investment solutions that align with specific investor goals through its Flexible Indexing approach. As of December 31, 2024, FlexShares manages 28 ETFs with $20.3 billion in assets under management.
FlexShares employs...