Rockefeller Global Family Office
Rockefeller Capital Management Connect with a Private Advisor

Connect with a Private Advisor

Whether you're looking to grow your wealth, preserve your assets, or plan for the future, our Private Advisors are devoted to providing a sense of security, freeing you to concentrate on what matters most.

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A.J. Palkovich

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Abbas Khoshnevissan

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5790

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Acadia Wealth Partners

Location

1812 N Moore St Suite 1700 Arlington, VA 22209

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Acadia Wealth Partners

Location

100 Front Street Suite 1325 West Conshohocken, PA 19428

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Adam Abramson

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Adam Compton

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Adam Deal

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4461

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Adam Landau

Location

5605 Carnegie Blvd Suite 220 Charlotte, NC 28209

Phone

(980) 392-3975

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Adam Loveless, CPWA®, AAMS®

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8921

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Adapt Partners

Location

17806 IH 10 West Promenade One at Eilan, San Antonio, TX 78257

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Alexander Barrett

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Alexander Ladage

Location

500 West 2nd Street, Austin, TX 78701

Phone

(512) 615-1830

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Alexander Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Alpesh Patel, CPFA, CRPC®

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

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Amber Blanchard

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Amsler, Laborde & Bowman Wealth Partners

Location

1330 Post Oak Boulevard, Suite 1100, Houston, TX 77056

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Andrew Horowitz

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Andrew Levin

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 942-3076

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Andrew Swedlund

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5032

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Andrew T. Sullivan

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5023

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Andrew Tate, CFA®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2335

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Angela Mwanza

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5505

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Anis Salah, CFP

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6332

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Anis Salah, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(925) 951-6332

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Ann Wang

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5765

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Anna Gorman

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Anne Golden

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5787

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Anthony Ferrandino, CIMA®, CKP®, CPFA™, CRPS™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9035

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April Gay

Location

3060 Peachtree Road Northwest suite 110, Atlanta, GA 30305

Phone

(404) 942-3066

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Arthur Alexander

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Ashley Moore

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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ASK Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N Los Angeles, CA 90067

Phone

(424) 600-7920

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Axiom Wealth Partners

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

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Barry Johnson

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8925

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Benjamin Helvey

Location

2000 Avenue of the Stars Suite 530 N, Floor 5, Los Angeles, CA 90067

Phone

(424) 600-7940

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Bergman Wealth Management Group

Location

227 West Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7622

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Bernard Machlovitch

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Bill Colwyn, CPFA, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7610

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Blake F. Bruce

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3050

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Boston Family Office

Location

500 Boylston Street Suite 1300, Boston, MA 02116

Phone

(857) 504-8720

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Bostwick Walters Wealth Partners

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

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Bradley Holmes, CFA

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111,

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Brett Daniels, CPWA®

Location

17806 IH-10W Suite 210 , San Antonio, TX 78257

Phone

(210) 890-3592

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Brett Howell, CPFA®, C(k)P®, CIMA®, CRPC™, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2953

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Brett Monsein

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4472

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Brian Cuneo

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Brian Henderson

Location

701 Harger Road, Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2315

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Brian Lusink

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Brian M. Sullivan

Location

3825 Edwards Road, Suite 630, Cincinnati, OH, 45209

Phone

(513) 964-5018

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Brian Malloy

Location

45 Rockefeller Plaza, Floor 5, New York, NY, USA

Phone

+1 (212) 549-5476

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Brian R. Kamin

Location

701 Harger Road, Suite 190, Oak Brook, IL, 60523

Phone

(630) 575-2455

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Brianna Ritz

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(212) 549-5198

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Bridgeline Wealth Partners

Location

3060 Peachtree Road NW Suite 110, Atlanta, GA 30305

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Bruce Dickey Wealth Partners

Location

3060 Peachtree Road NW, Suite 110, Atlanta, GA

Phone

(404) 942-3052

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Bruce Lombardi

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

Bruce Tenenbaum

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 941111

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C. Lee Ives III, CFP®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2355

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Cale Van Buren

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Caleb Porter, CFP

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5775

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Caleb Porter, CFP

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 830-5775

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Captial Crest Partners

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

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Cardwell Wealth Partners

Location

701 Harger Road, Oak Brook, IL 60523

Phone

(630) 575-2300

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Carissa Morganstein

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Carrie M. Thomas, CFA

Location

3825 Edwards Road, Suite 630, Cincinnati, OH, 45209

Phone

(513) 964-5024

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Casey Stamps

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-7025

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Cassidy Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

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Chad G. Hermanson

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 476-2362

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Chad Pearson, CFP®, CEPA®, CPWA®

Location

1838 Sir Tyler Drive, Suite 102, Wilmington, NC 28405

Phone

(910) 834-5720

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Charles Hartford, CPFA™

Location

4660 La Jolla Village Drive Suite 221 & 222 San Diego, CA 92122

Phone

(858) 727-5120

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Charles Hoffman, Jr. CRPC®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

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Cheryl Young

Location

750 University Avenue suite 240, Los Gatos, CA 95032

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Chris DiMedio, CRPC™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9030

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Chris Luechtefeld

Location

10 Hospital Center Commons Suite 400 Hilton Head Island, SC 29926

Phone

(843) 874-0960

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Chris Shepherd

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

Phone

(857) 504-8715

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Christine Steinmetz, CFP®, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2957

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Christopher Bell, CFP®

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8826

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Christopher Farr

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0161

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Christopher Jacobs

Location

4 Carter Green, Suite 100, Carmel, IN 46032

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Christopher M. DeGrace, CFA®

Location

271 West Canton Avenue, Suite 100, Winter Park, FL 32789

Phone

(689) 345-9311

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Christopher Mitchell

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2356

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Christopher R. Bowman, CFP®, CAIA®, CAP®

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6432

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Christopher Wolf

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5033

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Christy Pedersen

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

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Chuck Kennedy

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Church, Verhulst & Walsh Wealth Partners

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6311

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Cincinnati Family Office

Location

3825 Edwards Road, Cincinnati, OH 45209

Phone

(212) 549-5198

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Claghorn Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Clayton Balko, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7621

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Clifton Fink, CRPS®

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5586

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CM Wealth Partners

Location

227 West Monroe Street, Suite 2050, Chicago, IL 60606

Phone

(312) 681-7700

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Coley Cassidy

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(720) 792-0153

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Colton Outcalt

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Cowles Wealth Partners

Location

4 Carter Green, Suite 100, Carmel, IN 46032

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Craig Janus

Location

701 Harger Road, Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2318

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Craig Pollock

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6331

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Craig Pollock

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(925) 951-6331

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Craig Sharp, CPFA®, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2954

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Crowley Shemeld Jewayni Green Wealth Partners

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8080

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Dahlander Wolf Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5033

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Dan Marchon, CFA®

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Dan Mendelson, CPFA

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7611

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Daniel Gibson, CFA®, CIMA®

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5026

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Daniel Selcow

Location

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

Phone

(332) 263-9030

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Darrel Preston

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5030

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David Eder

Location

300 First Stamford Place, Suite 230, Stamford, CT 6902

Phone

(203) 717-6615

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David Farber, CFP®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9012

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David Harvan, CPFA®, CFP®, AEP®

Location

3835 PGA Boulevard, Suite 401, Palm Beach, FL 33410

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David Higgins

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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David Lloyd Jr., CEPA®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

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David Lund, CFP®, CPWA®, CRPC™, CIMA®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2950

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David Mendoza

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4450

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David Ruben

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4470

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David Ruben

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Phone

(240) 956-4470

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David Sotsky

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4471

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DBT Wealth Partners

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8826

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Debra Jones-McConnell

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(248) 833-6690

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Decision Point Wealth Partners

Location

1838 Sir Tyler Drive, Wilmington, NC 28405

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Dennis P. Bloom, CPFA, CRPC®, CIMA®

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

Phone

(360) 634-8330

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DiMedio Wealth Partners

Location

4 Caufield Place, Newtown, PA 18940

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Dina Carkonen

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8505

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Donis Smith, CFP®, CDFA®

Location

1838 Sir Tyler Drive, Suite 102, Wilmington, NC 28405

Phone

(910) 834-5721

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Donny Chu, CFP®, CPFA

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6341

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Douglas R. Linker, CIMA®

Location

115 West Century Road, Suite 315, Paramus, NJ 7652

Phone

(201) 879-9130

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Drew Karr, CIMA®

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4460

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Duane Tabor Wealth Partners

Location

1 Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8825

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Durrani Wang Wealth Partners

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5770

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ECQG Wealth Partners

Location

3060 Peachtree Road Northwest, Suite 110, Atlanta, GA, 30305

Phone

(404) 460-1270

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Eder Wealth Partners

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 06830

Phone

(203) 717-6615

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Edward Jeter

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Edward Moldaver

Location

45 Rockefeller Plaza, Floor Five, New York, NY 10111

Phone

(212) 549-5190

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Edward Wahlberg

Location

100 Pearl Street Floor 14, Hartford, CT, USA

Phone

(959) 259-0610

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Edward Wahlberg

Location

2550 Meridian Blvd., Suite 200 Floor 2 Franklin, TN 37067

Phone

(959) 259-0610

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Elaine Powell

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Elaine Sillery

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Elizabeth “Libby” Palomeque, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6316

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Elizabeth McKown

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4453

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Elizabeth Munson

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Elizabeth Wilson, CFP®

Location

2550 Meridian Blvd Suite 200, Franklin, TN 37067

Phone

(615) 637-2090

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Elmer (Bud) Martin

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3590

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Emery Bourne

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 942-3065

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Emie Badersnider, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2959

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Eric B. Hermanson, CFP®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 476-2360

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Eric M. Verhulst, CIMA®

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6330

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Eric Vanderpool

Location

500 Boylston Street, Suite 1300, Boston, MA, 02116

Phone

(857) 504-8731

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Eric Walker, CFP®, WMCP®, CLTC®

Location

1812 North Moore Street, Suite 1700, Arlington, VA 22209

Phone

(202) 719-3041

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Evan B. Georgiou, CFP®, CIMA®, CPWA®

Location

One Buckhead Plaza, 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1544

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Farnsworth Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(858) 727-5130

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Faro Wealth Partners

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8830

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Forrest Faro

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8831

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Forrest St. John Kim, CFP®

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8512

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Francis X. Amsler, CFA®, CIMA®, CFP®, CDFA®

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6430

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Frank Willis, CEPA

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Frederick D. (Don) Farnsworth

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(858) 727-5130

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Garrett M. Jones

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9425

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Gary Pollock, CFP

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6330

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Gary Pollock, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(925) 951-6330

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Gehret D. Shemeld

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8061

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Georgina Lahoud

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Gerald Dahlander

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5031

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Gino L. Pace

Location

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

Phone

(212) 549-5587

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Giorgetti Wealth Partners

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Phone

(857) 504-8720

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Glenn Mealey

Location

1330 Post Oak Boulevard Suite 1100, Houston, TX 77056

Phone

(713) 832-8960

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Gorin Ressel Wealth Partners

Location

16090 Swingley Ridge Road, Suite 400, Chesterfield, MO 63017

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Gregory H. Pollock

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9425

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Griffin Knowlton

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8720

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Gunn Thongniyom

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8064

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Hai Dang, CPFA

Location

23 Corporate Plaza Drive, Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5953

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Hambleton Fieler Wealth Partners

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5010

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Hans Maentz

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

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Harper Hicks, CFP®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2353

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Hartford Wealth Partners

Location

4660 La Jolla Village Drive Suite 221 & 222 San Diego, CA 92122

Phone

(424) 600-7920

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Harvan McKenzie Wealth Partners

Location

3835 PGA Boulevard Suite 401 Palm Beach, FL 33410

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Harvey, Seese & Associates

Location

100 Front Street Suite 1325, West Conshohocken, PA 19428

Phone

(484) 209-2055

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Hassan Group

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

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Hayes Wealth Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

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Heather Gelchion

Location

500 Boylston Street, Suite 1300, Boston, MA, 02116

Phone

(857) 504-8706

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Heather Reich

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Henderson Janus Wealth Partners

Location

701 Harger Road, Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

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Hermanson Embleton Wealth Partners

Location

3060 Peachtree Road Northwest, Suite 110, Atlanta, GA, 30305

Phone

(404) 443-2700

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Higgins Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 942-3040

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Holcomb Frey Wealth Partners

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

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Holmes Robinson Wealth Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

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Horton Wealth Partners

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 06830

Phone

(203) 717-6731

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Hunter Hamm, CFA®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2321

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Isaac Martin

Location

100 Front Street Suite 1325 West Conshohocken, PA 19428

Phone

(484) 209-2042

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J. Trent Douglas, CFP®

Location

3060 Peachtree Road NW Suite 110, Atlanta, GA 30305

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J.D. Sandfort

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5040

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Jack Traxler, CAIA®

Location

2 Bethesda Metro Center, Suite 401, Bethesda, MD, 20814 USA

Phone

(240) 956-4462

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Jacobs Dwyer Wealth Partners

Location

4 Carter Green, Suite 100, Carmel, IN 46032

Phone

(463) 426-4664

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Jahan K. Jewayni

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8062

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James Augustine, CIMA®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3571

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James B. Marchetti, CIMA ®

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6320

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James L. Marchetti

Location

30 S King Street, Suite 2C, Jackson WY, 83001

Phone

(415) 830-5773

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James L. Marchetti

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 830-5773

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James Lee

Location

45 Rockefeller Plaza, Floor Five, New York, NY 10111

Phone

(212) 549-5191

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James McKenzie, CPFA®

Location

3835 PGA Boulevard, Suite 401, Palm Beach, FL 33410

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James W. Freeman

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2354

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James Waters

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2357

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Jamie Durrani

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5766

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Janelle Cromwell, CPFA, CFP®

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

Phone

(360) 634-8332

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Jannah Devine

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5961

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Jarrett Bostwick

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

Phone

(561) 363-5861

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Jason McMillen

Location

321 Broadway, Suite 300, Saratoga Springs, NY, 12866

Phone

(518) 886-3488

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Jason Zilveti

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9350

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Jeff Dysktra, CPFA®, CFP®, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2955

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Jeffrey Anderson

Location

17806 IH 10 West Promenade One at Eilan, San Antonio, TX 78257

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Jeffrey Harvey, CPFA, CEPA, CPWA®

Location

100 Front Street Suite 1325, Conshohocken, PA 19428

Phone

(484) 209-2050

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Jeffrey Titus

Location

500 Boylston St Suite 1300, Boston, MA 2116

Phone

(857) 504-8725

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Jeffrey Towner, CEPA®, CPWA®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2951

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Jeffrey Zapoleon

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Jeter Reich Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 476-2392

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JL Wealth Partners

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

Phone

(248) 833-6672

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Joel Barrett, CPFA®, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2956

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John (Jake) W. Claghorn IV

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5441

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John B. Lewis

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4700

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John C. Rapport, CPFA, CFP®

Location

115 West Century Road, Suite 315, Paramus, NJ 7652

Phone

(201) 879-9132

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John F. Embleton, CIMA®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1271

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John F. McMahon, Jr.

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6342

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John Hanna, CFP®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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John Horton

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 6830

Phone

(203) 717-6731

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John Lahoud

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

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John Low, CEPA, CRPC®

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

Phone

(248) 833-6670

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John McManus

Location

500 W 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1841

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John Miller, CEPA

Location

23 Corporate Plaza Drive suite 246, Newport Beach, CA 92660

Phone

(949) 736-5956

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John Montgomery

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 942-3075

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John Mooney

Location

28601 Chagrin Blvd, Suite 525, Cleveland, OH 44122

Phone

(216) 770-6380

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John Sargent

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111, USA

Phone

(212) 549-5110

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John Uriostegui

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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John W. Claghorn III

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5440

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John W. Claghorn III

Location

45 Rockefeller Plaza Floor 5 New York, New York 10111

Phone

(212) 549-5440

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John W. Sheehan

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8090

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Jon Maldonado, CFP®

Location

500 W 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1842

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Jonathan Battillo, CFP®, CRPC™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9034

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Jonathan Lund, CFP®, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2952

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Jordan Hawks

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8080

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Jordan Powell

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111

Phone

(415) 830-5795

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Jorge Garcia

Location

500 West 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1832

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Jose Ruiz, CFP®, CRPS®, CKA®

Phone

(980) 392-3980

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Josef Najar

Location

45 Rockefeller Plaza, Floor 5, New York, NY, USA

Phone

+1 (212) 549-5475

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Joseph M. Church, CFP®

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6331

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Joseph W. Bartholomew III, CPWA®, CIMA®

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4701

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Joshua Goldberg

Location

Industrious Carmel City Center, 880 W Monon Green Boulevard Suite 101, Carmel, IN 46032

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Joshua Murray

Location

2570 West El Camino Real, Mountain View, CA 94040

Phone

(518) 886-3445

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Joshua Parker, CPWA®, CPFA™

Location

180 Battery Street Suite 120, Burlington, VT 5401

Phone

(802) 341-4460

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Justin Ryan

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-7010

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JWC Wealth Partners

Location

45 Rockefeller Plaza Floor 5 New York, New York 10111

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Kate LaPorta

Location

45 Rockefeller Plaza Floor 5, New York, NY 10020

Phone

(212) 549-5100

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Kathi Barnhart

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

Phone

(561) 363-5832

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Kathryn Senkbeil

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Keith Bernard

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Kelly Dennis

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2322

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Kennedy Senkbeil Group

Location

3060 Peachtree Road Northwest, Suite 110, Atlanta, GA, USA 30305

Phone

(404) 443-2700

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Kenneth Milano

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Kenneth R. Crowley

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8060

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Kent Weaver, CRPC®

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Keven Donohue

Location

321 Broadway, Suite 300, Saratoga Springs, NY 12866

Phone

(518) 886-3487

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Kevin Hermis, CFP®

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8922

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Kevin Kramer

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Kevin Wright

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6421

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Khoshnevissan & Dogan Wealth Strategies

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 830-5764

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Khoshnevissan & Dogan Wealth Strategies

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5764

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Knowlton, Knowlton & Larsen Wealth Partners

Location

500 Boylston St Suite 1300, Boston, MA 2116

Phone

(857) 504-8699

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Kristen A. Richards, CFP®, CPWA®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2352

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Kristen Palazeti

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

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Kristin Nicholson, CFA®, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6315

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Kyle Faro

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8832

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Kyle Maxwell

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8920

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Kylie A. Roman, CFP®, AEP®

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4703

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Ladage, Smith, Garcia Wealth Partners

Location

500 West 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1830

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Lahoud Wealth Partners

Location

3835 PGA Boulevard, Palm Beach Gardens, Suite 401, FL 33410

Phone

(561) 363-5827

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Lahoud Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Lance A. Williams, CFP®

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

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Landau Wealth Partners

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Landmark Group

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

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Landon Smith

Location

500 West 2nd Street, Suite 1900, Austin, TX

Phone

(512) 615-1831

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Larry Rothenberg

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9010

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Laura Pennington

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8055

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Lauren Turbitt

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5035

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Laurence Knowlton

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8690

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Leach Wealth Partners

Location

2000 Avenue of the Stars, Los Angeles, CA 90067

Phone

(424) 600-7925

Leah D’Agostino, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6318

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Legacy Family Wealth

Location

16220 N Scottsdale Rd, Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Lewis Wealth Partners

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4706

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Libby Snyder, CPFA™, CFP®

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

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Liberty Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

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Lien DeGrace Wealth Partners

Location

271 West Canton Avenue, Suite 100, Winter Park, FL 32789

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Linker Hodges Wealth Partners

Location

115 W Century Road Suite 315, Paramus, NJ 7652

Phone

(201) 879-9132

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Lisa Kitchin, CFP®

Location

30 South King Street, Suite 2C, Jackson, WY 83001

Phone

(415) 907-6317

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Luechtefeld Wealth Partners

Location

10 Hospital Center Commons Suite 400 Hilton Head Island, SC 29926

Phone

(843) 874-0960

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Lusink Wealth Partners

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 410-8960

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Marc Laborde, CEPA®

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6431

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Marchetti Porter Wealth Partners

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

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Marchetti Porter Wealth Partners

Location

30 South King Street, Suite 2C, Jackson, WY 83001

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Marchetti Porter Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

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Margaret Pierattini, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6310

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Margie Chamberlin

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

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Margot Dwyer

Location

4 Carter Green suite 100, Carmel, IN 46032, USA

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Marguerite Robinson

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111,

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Mark Holcomb, CIMA®

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5015

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Mark Panarese

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8701

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Marshall Duane

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8825

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Martí Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7930

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Martin Lawyer Daniels

Location

17806 IH 10 West Suite 210, San Antonio, TX 78257

Phone

(210) 890-3595

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Mary W. Hayes

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 261-1510

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Mason Liu

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Matt Willis, CEPA

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Matthew Ashley

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5025

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Matthew Birkett, CFP®, CPWA®, CPFA

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5951

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Matthew Gallup

Location

321 Broadway, Suite 300, Saratoga Springs, NY 12866

Phone

(518) 886-3446

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Matthew Giorgetti

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Phone

(857) 504-8730

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Matthew Hambleton, CRPC®

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5022

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Matthew Herzwurm, CFP®

Location

3060 Peachtree Road, Suite 110, Atlanta, GA 30305

Phone

(404) 476-2326

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Matthew Holbrook

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

Phone

(475) 284-2397

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Matthew Langhorst, CFP®,CIMA®, CPWA®, CEPA

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5051

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Matthew Mendoza

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4451

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Matthew Panarese

Location

100 Front Street Suite 1325 West Conshohocken, PA 19428

Phone

(484) 209-2040

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Matthew Richeda

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0160

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Max Podlone

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(415) 830-5787

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McDavid Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(470) 645-6881

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McKay Claghorn

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5442

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Mealey Wealth Partners

Location

1330 Post Oak Boulevard, Houston, Suite 1100, TX 77056

Phone

(713) 832-8960

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Mehgan Spear, CFP®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7606

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Mendoza Wealth Partners

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4451

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Merlin Wealth Management

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 443-2700

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Mia Cardwell

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2457

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Michael Amato, CFP®

Location

115 West Century Road Suite 315, Paramus, NJ 7652

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Michael Anderson

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

Michael Athanas

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Michael Bapis

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Michael Buss

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5044

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Michael Frey, CPWA®, CPM®, CFP®, CRPC®

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5035

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Michael J. Fieler, CFA

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5021

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Michael Lepore

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3047

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Michael Loizzi

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2340

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Michael Merlin

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Michael P. Hall

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3041

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Michael Shelley

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(405) 497-6450

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Michael Siden

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Michael Siden

Location

Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8902

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Michael Tramontano, CIMA®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3620

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Michael Wallace

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Michelle Matan

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Michelle Pecyna

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

Mike Scarbrough, CFP®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Miles Mason

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7935

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Mimi Kuo-Chin Shih

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5506

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Moldaver Lee Cohen Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5199

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Monarch Wealth Partners

Location

2550 Meridian Blvd Suite 200, Franklin, TN 37067

Phone

(615) 637-2091

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Montgomery Levin Group

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 443-2700

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Moon Wealth Partners

Location

2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814

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Mooney Stanley Wealth Partners

Location

28601 Chagrin Blvd, Suite 525, Cleveland, OH 44122

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Moore Langhorst Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Neil Holmes

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Neil Kvasnak

Location

180 Battery Street Suite 120, Burlington, VT 5401

Phone

(802) 341-4461

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Neil Martin, CEPA

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Neil Moore Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 942-3085

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Neil Moore, CFP®

Location

One Buckhead Plaza, 3060 Peachtree Road, NW Suite 110 & 200 Atlanta, GA 30305

Phone

(404) 942-3085

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Neil Rubinstein

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5040

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Nelson Faro

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8830

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Neva Hagopian

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

Phone

(561) 363-5831

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Nicholas Peters

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Nick Bapis

Location

2603 East Parleys Way , Salt Lake City, UT 84109

Phone

(801) 736-9950

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Nick Paget, CFP®, CPM®

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8510

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Nicole Schafer, CFP®, CLTC®

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8511

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Noel B. Hodges, CPFA, CIMA®, CRPC®

Location

115 West Century Road, Suite 315, Paramus, NJ 7652

Phone

(201) 879-9131

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NPKD Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6320

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NPKD Wealth Partners

Location

30 South King Street, Suite 2C, Jackson, WY 83001

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Oglevee Wealth Partners

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5963

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Oryx Legacy Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Oryx Legacy Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(212) 549-5100

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P. Schuyler Quackenbush, Jr., CRPC®, CPWA®

Location

One Buckhead Plaza, 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1274

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Paget Wealth Partners

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8513

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Paige Hatcher

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

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Parker Kvasnak Wealth Partners

Location

180 Battery Street Suite 120, Burlington, VT 5401

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Partners Wealth Group

Location

45 Rockefeller Plaza, Floor 5, New York, NY

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Patricia “Patty” Lawyer

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3591

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Patrick Digenan

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Patrick Sweet, CFP®, CRPC™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9040

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Patrick Trucco

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(307) 284-4320

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Patrick Trucco

Location

30 South King Street, Suite 2C, Jackson WY 83001

Phone

(307) 284-4320

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Paul Leach, CFP®, CRPC®, CPFA

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7925

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Paul Patterson, CIMA®, CPWA®, CEPA®

Location

1838 Sir Tyler Drive, Suite 102, Wilmington, NC,

Phone

(910) 834-5723

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Pedro Martí

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Pennington Wealth Partners

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8055

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Percy Mason, SE-AWMA™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9038

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Peter Clarke

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

Phone

(561) 363-5830

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Phillip T. Dobbs, CPFA®, CFP®

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9425

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Pierattini Golden Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

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PMBD Wealth Partners

Location

23 Corporate Plaza Drive, Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5954

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Pollock Salah Wealth Partners

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 907-6389

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Pollock Salah Wealth Partners

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 907-6389

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Preston, Swedlund & Turbitt Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

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Quackenbush Panetti Wealth Partners

Location

23 Corporate Plaza Drive Suite 246, Newport, CA 92660

Phone

(949) 736-5970

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Quinton Tramontano, CPWA®, CEPA

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3621

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Rachael Ferraro

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(484) 209-2045

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Rachel Baum

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8833

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Ramy Georgy

Location

5605 Carnegie Blvd Suite 220 Charlotte, NC 28209

Phone

(813) 502-0500

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Richard H. Bergman, CFP®, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7620

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Richard Hassan

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

Phone

(475) 284-2395

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Richard T. Blackwell, AIF®, AAMS®

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4702

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Richeda, Farr Wealth Partners

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0163

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Richie Schmock, CRPC®

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Risher Wealth Partners

Location

10 Hospital Center Commons Ste 400, Hilton Head Island, SC 29926

Phone

(404) 443-2700

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Robert Echavarria, CPFA

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3622

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Robert J. Fink, CFP®, CPFA, ChFC®

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6340

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Robert L. Moon, CPM®

Location

2 Bethesda Metro Center, Suite 800 Bethesda, MD 20814

Phone

(240) 956-4480

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Robert New

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(470) 903-7112

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Robert Panetti, CFA®

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5971

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Rockefeller Global Investment Banking

Location

437 Madison Avenue Suite 2701, New York, NY 10022

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Rod Nakamoto

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Ronald Ventura

Location

227 W Monroe Street, Suite 2050, Chicago, IL 60606

Phone

(312) 681-7630

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Rone Reed, CPWA®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2340

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Rosenberg Outcalt Wealth Partners

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8822

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Rosenburg Outcalt Wealth Partners

Location

One Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8822

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Ross J. Hambleton, CFP®

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5020

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RSA Family Wealth

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5045

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Ruben Wealth Partners

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4470

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Ruben Wealth Partners

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Phone

(240) 956-4470

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Russell Bowman

Location

525 Washington Blvd Suite 1410, Jersey City, NJ 7310

Rusty Tally

Location

500 W 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1840

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Ryan Barcena

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Ryan Epperson Wealth Partners

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-7010

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Ryan Papez

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9352

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Ryan Quinn

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Phone

(857) 504-8732

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Sabina Lien, CFP®

Location

271 West Canton Avenue, Suite 100, Winter Park, FL 32789

Phone

(689) 345-9310

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Samantha Zapoleon

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Samuel Wilson

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 06830

Phone

(203) 717-6613

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Sanjay George

Location

1330 Post Oak Boulevard, Suite 1100, Houston, TX 77056

Phone

(713) 804-6411

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Santo Famulare

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

Sarah Madison

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

Saratoga Family Office

Location

321 Broadway Suite 300, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Scarbrough Wealth Partners

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(470) 903-7110

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Schuyler Perry, CFP®, CIMA®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9013

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Scott N. Breckenridge

Location

115 West Century Road Suite 315, Paramus, NJ 7652

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Scott Stewart, CFA®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5159

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Scruggs Wright Wealth Partners

Location

1330 Post Oak Boulevard Suite 1100, Houston, TX 77056

Phone

(713) 804-6421

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Sean Arnold, CFP®, CRPC™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9037

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Sean Foust

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8924

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Sean Houston

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2323

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Sean P. Connolly, CPFA®

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9411

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Sean Seese, CPFA, CIMA®, C(k)P®

Location

100 Front Street Suite 1325, Conshohocken, PA 19428

Phone

(484) 209-2051

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Selcow Wealth Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

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Shaffer Wealth Partners

Location

1812 North Moore Street, Suite 1700, Arlington, VA 22209

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Shaun Van Vilet, CFP®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9011

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Shawn Moore, CPM®, CFP®

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5071

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Shawna Alexander, ChFC®, CDFA®

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8923

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Shay Scruggs

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6420

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Sheehan Wealth Partners

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8090

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Sheila Shaffer, CFP®

Location

1812 North Moore Street, Suite 1700, Arlington, VA 22209

Phone

(202) 719-3040

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Shelley Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Shirley Quackenbush, CPWA®

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

+1 (949) 736-5970

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Siden Fink Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5586

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Siden Fink Wealth Partners

Location

One Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8902

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Silicon Valley

Location

2570 W. El Camino Real Suite 600, Mountain View, CA 94040

Phone

(650) 559-9900

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Silicon Valley Family Office

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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Southeastern Wealth Management Group

Location

One Buckhead Plaza, 3060 Peachtree Road, Suite 110, Atlanta, GA 30305

Phone

(404) 476-2100

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Stanford Young

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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Stefan “Max” Oglevee

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5962

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Stefan Oglevee

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5960

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Stephanie B. Walsh, CFP®

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6332

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Stephen Randolph

Location

Industrious Carmel City Center, 880 W Monon Green Boulevard Suite 101, Carmel, IN 46032

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Stephen White

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

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Steven Cangialosi

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

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Steven Celeste

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Steven Cohen, CEPA®

Location

45 Rockefeller Plaza, Floor Five, New York, NY 10111

Phone

(212) 549-5141

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Steven Rosenberg

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Strategic Wealth Partners

Location

3060 Peachtree Road, Suite 110, Atlanta, Georgia 30305

Phone

(404) 443-2700

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Susan Shah

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

TA Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5785

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Tally McManus Wealth Partners

Location

500 W 2nd Street Suite 1900 Austin, TX 78701

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Tammi Lauder

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

Phone

(475) 284-2381

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Tate Wealth Partners

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

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Taylor Barden, CEPA®, CPWA®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2350

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Terri Ucci, CFP®, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7605

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The Atlantic Group

Location

2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814

Phone

(561) 363-5822

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The Atlantic Group

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Phone

(561) 363-5822

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The Bloom Williams Group

Location

711 Capitol Way S, Suite 705, Olympia, WA 98501

Phone

(360) 634-8334

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The Crown Group

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The FMC Group

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6340

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The HLB Group

Location

3060 Peachtree Road Northwest suite 110, Atlanta, GA, 30305

Phone

(404) 942-3047

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The Jones Connolly Pollock Group

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(972) 761-5000

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The Mason Group

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7935

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The Maxwell Group

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8926

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The Sargent Group

Location

100 First Stamford Place Suite 201, Stamford, CT 6902

Phone

(212) 549-5110

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The Sargent Group

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5110

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Theresa Gorin, CFP®, CPFA®, CRPC™®

Location

16090 Swingley Ridge Road, Suite 400, Chesterfield, MO, 63017

Phone

(314) 887-6350

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theUgroup

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Thomas Epperson

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2695

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Thomas McDavid

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Thomas Risher

Location

10 Hospital Center Commons Ste 400, Hilton Head Island, SC 29926

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Thomas Tabor

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8827

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Thomas Unger

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

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Thomas V. Patton

Location

3060 Peachtree Road, Suite 110, Atlanta, GA, 30305

Phone

(404) 942-3089

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Timothy Deygoo, CFP®

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(332) 263-9014

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Titus Wealth Partners

Location

500 Boylston St Suite 1300, Boston, MA 2116

Phone

(857) 504-8725

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Todd Walters

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

Phone

(561) 363-5860

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Tony Chang

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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Tory Raether

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2351

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Tramontano Wealth Partners

Location

17806 IH 10 West Suite 210, San Antonio, TX 78257

Phone

(210) 890-3627

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Travis Propst, CRPS®

Location

3060 Peachtree Road NW Suite 110, Atlanta, GA 30305

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Travis Scarbrough

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(470) 903-7111

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Travis Tidwell

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2696

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Trent Cowles, CIMA®, CPM®, CPWA®

Location

4 Carter Green, Suite 100, Carmel, IN 46032

Phone

(463) 426-4670

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Tuan Nguyen

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(484) 209-2033

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Ty Dickey

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3051

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Tyler Ressel, CIMA®

Location

16090 Swingley Ridge Road, Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6351

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Ucci Wealth Partners

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7695

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Ulku Dogan

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

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Unger Wealth Partners

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(972) 761-5000

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Variant Path Group

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2358

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Victor (Clint) Calvert

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2324

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Victoria Gardiner

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(857) 504-8702

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VIOS Advisors

Location

2603 East Parleys Way, Salt Lake City, UT 84109

Phone

(801) 736-9950

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VIOS Advisors

Location

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

Phone

(212) 549-5488

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Wahlberg Wealth Partners

Location

100 Pearl Street 14th Floor Hartford, CT 06103

Phone

(959) 259-0610

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Wahlberg Wealth Partners

Location

2550 Meridian Blvd., Suite 200 Floor 2 Franklin, TN 37067

Phone

(959) 259-0610

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Wallace Mantz Machlovitz

Location

2000 Avenue of the Stars, Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7940

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William C. Curtis, CPFA®, C(k)P®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1270

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William Christian

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

Phone

(475) 284-2380

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Willis Wealth Partners

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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WMM Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Wyatt Larsen

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8720

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Young & Associates

Location

750 University Ave Suite 240, Los Gatos, CA 95032

Phone

(415) 830-5790

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Zac Stanley, CEPA, CFP®

Location

28601 Chagrin Blvd, Suite 525, Cleveland, OH 44122

Phone

(216) 770-6381

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Zach Gebben, CEPA®, CIMA®, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2962

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Zachary Bond Stefo

Location

6312 S. Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0171

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Zak Ammirato

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5785

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Zapoleon Wealth Partners

Location

1 Town Center Road, Boca Raton, FL 33486

Phone

(561) 617-8840

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Zheng Yu

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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ZWMG

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9350

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No locations found, please check your search query and try again.

A.J. Palkovich

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Abbas Khoshnevissan

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5790

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Acadia Wealth Partners

Location

1812 N Moore St Suite 1700 Arlington, VA 22209

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Acadia Wealth Partners

Location

100 Front Street Suite 1325 West Conshohocken, PA 19428

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Adam Abramson

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Adam Compton

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Adam Deal

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4461

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Adam Landau

Location

5605 Carnegie Blvd Suite 220 Charlotte, NC 28209

Phone

(980) 392-3975

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Adam Loveless, CPWA®, AAMS®

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8921

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Adapt Partners

Location

17806 IH 10 West Promenade One at Eilan, San Antonio, TX 78257

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Alexander Barrett

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Alexander Ladage

Location

500 West 2nd Street, Austin, TX 78701

Phone

(512) 615-1830

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Alexander Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Alpesh Patel, CPFA, CRPC®

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

Visit Website

Amber Blanchard

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Amsler, Laborde & Bowman Wealth Partners

Location

1330 Post Oak Boulevard, Suite 1100, Houston, TX 77056

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Andrew Horowitz

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Andrew Levin

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 942-3076

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Andrew Swedlund

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5032

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Andrew T. Sullivan

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5023

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Andrew Tate, CFA®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2335

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Angela Mwanza

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5505

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Anis Salah, CFP

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6332

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Anis Salah, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(925) 951-6332

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Ann Wang

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5765

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Anna Gorman

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Anne Golden

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5787

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Anthony Ferrandino, CIMA®, CKP®, CPFA™, CRPS™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9035

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April Gay

Location

3060 Peachtree Road Northwest suite 110, Atlanta, GA 30305

Phone

(404) 942-3066

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Arthur Alexander

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Ashley Moore

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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ASK Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N Los Angeles, CA 90067

Phone

(424) 600-7920

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Axiom Wealth Partners

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

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Barry Johnson

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8925

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Benjamin Helvey

Location

2000 Avenue of the Stars Suite 530 N, Floor 5, Los Angeles, CA 90067

Phone

(424) 600-7940

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Bergman Wealth Management Group

Location

227 West Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7622

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Bernard Machlovitch

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Bill Colwyn, CPFA, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7610

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Blake F. Bruce

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3050

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Boston Family Office

Location

500 Boylston Street Suite 1300, Boston, MA 02116

Phone

(857) 504-8720

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Bostwick Walters Wealth Partners

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

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Bradley Holmes, CFA

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111,

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Brett Daniels, CPWA®

Location

17806 IH-10W Suite 210 , San Antonio, TX 78257

Phone

(210) 890-3592

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Brett Howell, CPFA®, C(k)P®, CIMA®, CRPC™, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2953

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Brett Monsein

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4472

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Brian Cuneo

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Brian Henderson

Location

701 Harger Road, Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2315

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Brian Lusink

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Brian M. Sullivan

Location

3825 Edwards Road, Suite 630, Cincinnati, OH, 45209

Phone

(513) 964-5018

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Brian Malloy

Location

45 Rockefeller Plaza, Floor 5, New York, NY, USA

Phone

+1 (212) 549-5476

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Brian R. Kamin

Location

701 Harger Road, Suite 190, Oak Brook, IL, 60523

Phone

(630) 575-2455

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Brianna Ritz

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(212) 549-5198

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Bridgeline Wealth Partners

Location

3060 Peachtree Road NW Suite 110, Atlanta, GA 30305

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Bruce Dickey Wealth Partners

Location

3060 Peachtree Road NW, Suite 110, Atlanta, GA

Phone

(404) 942-3052

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Bruce Lombardi

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

Bruce Tenenbaum

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 941111

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C. Lee Ives III, CFP®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2355

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Cale Van Buren

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Caleb Porter, CFP

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5775

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Caleb Porter, CFP

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 830-5775

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Captial Crest Partners

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

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Cardwell Wealth Partners

Location

701 Harger Road, Oak Brook, IL 60523

Phone

(630) 575-2300

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Carissa Morganstein

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Carrie M. Thomas, CFA

Location

3825 Edwards Road, Suite 630, Cincinnati, OH, 45209

Phone

(513) 964-5024

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Casey Stamps

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-7025

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Cassidy Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

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Chad G. Hermanson

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 476-2362

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Chad Pearson, CFP®, CEPA®, CPWA®

Location

1838 Sir Tyler Drive, Suite 102, Wilmington, NC 28405

Phone

(910) 834-5720

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Charles Hartford, CPFA™

Location

4660 La Jolla Village Drive Suite 221 & 222 San Diego, CA 92122

Phone

(858) 727-5120

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Charles Hoffman, Jr. CRPC®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

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Cheryl Young

Location

750 University Avenue suite 240, Los Gatos, CA 95032

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Chris DiMedio, CRPC™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9030

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Chris Luechtefeld

Location

10 Hospital Center Commons Suite 400 Hilton Head Island, SC 29926

Phone

(843) 874-0960

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Chris Shepherd

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

Phone

(857) 504-8715

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Christine Steinmetz, CFP®, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2957

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Christopher Bell, CFP®

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8826

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Christopher Farr

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0161

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Christopher Jacobs

Location

4 Carter Green, Suite 100, Carmel, IN 46032

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Christopher M. DeGrace, CFA®

Location

271 West Canton Avenue, Suite 100, Winter Park, FL 32789

Phone

(689) 345-9311

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Christopher Mitchell

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2356

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Christopher R. Bowman, CFP®, CAIA®, CAP®

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6432

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Christopher Wolf

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5033

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Christy Pedersen

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

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Chuck Kennedy

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Church, Verhulst & Walsh Wealth Partners

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6311

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Cincinnati Family Office

Location

3825 Edwards Road, Cincinnati, OH 45209

Phone

(212) 549-5198

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Claghorn Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Clayton Balko, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7621

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Clifton Fink, CRPS®

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5586

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CM Wealth Partners

Location

227 West Monroe Street, Suite 2050, Chicago, IL 60606

Phone

(312) 681-7700

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Coley Cassidy

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(720) 792-0153

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Colton Outcalt

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Cowles Wealth Partners

Location

4 Carter Green, Suite 100, Carmel, IN 46032

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Craig Janus

Location

701 Harger Road, Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2318

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Craig Pollock

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6331

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Craig Pollock

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(925) 951-6331

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Craig Sharp, CPFA®, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2954

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Crowley Shemeld Jewayni Green Wealth Partners

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8080

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Dahlander Wolf Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5033

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Dan Marchon, CFA®

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Dan Mendelson, CPFA

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7611

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Daniel Gibson, CFA®, CIMA®

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5026

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Daniel Selcow

Location

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

Phone

(332) 263-9030

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Darrel Preston

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5030

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David Eder

Location

300 First Stamford Place, Suite 230, Stamford, CT 6902

Phone

(203) 717-6615

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David Farber, CFP®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9012

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David Harvan, CPFA®, CFP®, AEP®

Location

3835 PGA Boulevard, Suite 401, Palm Beach, FL 33410

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David Higgins

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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David Lloyd Jr., CEPA®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

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David Lund, CFP®, CPWA®, CRPC™, CIMA®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2950

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David Mendoza

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4450

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David Ruben

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4470

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David Ruben

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Phone

(240) 956-4470

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David Sotsky

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4471

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DBT Wealth Partners

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8826

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Debra Jones-McConnell

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(248) 833-6690

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Decision Point Wealth Partners

Location

1838 Sir Tyler Drive, Wilmington, NC 28405

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Dennis P. Bloom, CPFA, CRPC®, CIMA®

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

Phone

(360) 634-8330

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DiMedio Wealth Partners

Location

4 Caufield Place, Newtown, PA 18940

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Dina Carkonen

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8505

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Donis Smith, CFP®, CDFA®

Location

1838 Sir Tyler Drive, Suite 102, Wilmington, NC 28405

Phone

(910) 834-5721

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Donny Chu, CFP®, CPFA

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6341

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Douglas R. Linker, CIMA®

Location

115 West Century Road, Suite 315, Paramus, NJ 7652

Phone

(201) 879-9130

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Drew Karr, CIMA®

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4460

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Duane Tabor Wealth Partners

Location

1 Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8825

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Durrani Wang Wealth Partners

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5770

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ECQG Wealth Partners

Location

3060 Peachtree Road Northwest, Suite 110, Atlanta, GA, 30305

Phone

(404) 460-1270

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Eder Wealth Partners

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 06830

Phone

(203) 717-6615

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Edward Jeter

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Edward Moldaver

Location

45 Rockefeller Plaza, Floor Five, New York, NY 10111

Phone

(212) 549-5190

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Edward Wahlberg

Location

100 Pearl Street Floor 14, Hartford, CT, USA

Phone

(959) 259-0610

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Edward Wahlberg

Location

2550 Meridian Blvd., Suite 200 Floor 2 Franklin, TN 37067

Phone

(959) 259-0610

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Elaine Powell

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Elaine Sillery

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Elizabeth “Libby” Palomeque, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6316

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Elizabeth McKown

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4453

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Elizabeth Munson

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Elizabeth Wilson, CFP®

Location

2550 Meridian Blvd Suite 200, Franklin, TN 37067

Phone

(615) 637-2090

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Elmer (Bud) Martin

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3590

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Emery Bourne

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 942-3065

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Emie Badersnider, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2959

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Eric B. Hermanson, CFP®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 476-2360

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Eric M. Verhulst, CIMA®

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6330

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Eric Vanderpool

Location

500 Boylston Street, Suite 1300, Boston, MA, 02116

Phone

(857) 504-8731

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Eric Walker, CFP®, WMCP®, CLTC®

Location

1812 North Moore Street, Suite 1700, Arlington, VA 22209

Phone

(202) 719-3041

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Evan B. Georgiou, CFP®, CIMA®, CPWA®

Location

One Buckhead Plaza, 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1544

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Farnsworth Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(858) 727-5130

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Faro Wealth Partners

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8830

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Forrest Faro

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8831

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Forrest St. John Kim, CFP®

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8512

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Francis X. Amsler, CFA®, CIMA®, CFP®, CDFA®

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6430

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Frank Willis, CEPA

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Frederick D. (Don) Farnsworth

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(858) 727-5130

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Garrett M. Jones

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9425

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Gary Pollock, CFP

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6330

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Gary Pollock, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(925) 951-6330

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Gehret D. Shemeld

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8061

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Georgina Lahoud

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Gerald Dahlander

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5031

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Gino L. Pace

Location

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

Phone

(212) 549-5587

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Giorgetti Wealth Partners

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Phone

(857) 504-8720

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Glenn Mealey

Location

1330 Post Oak Boulevard Suite 1100, Houston, TX 77056

Phone

(713) 832-8960

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Gorin Ressel Wealth Partners

Location

16090 Swingley Ridge Road, Suite 400, Chesterfield, MO 63017

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Gregory H. Pollock

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9425

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Griffin Knowlton

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8720

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Gunn Thongniyom

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8064

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Hai Dang, CPFA

Location

23 Corporate Plaza Drive, Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5953

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Hambleton Fieler Wealth Partners

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5010

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Hans Maentz

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

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Harper Hicks, CFP®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2353

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Hartford Wealth Partners

Location

4660 La Jolla Village Drive Suite 221 & 222 San Diego, CA 92122

Phone

(424) 600-7920

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Harvan McKenzie Wealth Partners

Location

3835 PGA Boulevard Suite 401 Palm Beach, FL 33410

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Harvey, Seese & Associates

Location

100 Front Street Suite 1325, West Conshohocken, PA 19428

Phone

(484) 209-2055

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Hassan Group

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

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Hayes Wealth Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

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Heather Gelchion

Location

500 Boylston Street, Suite 1300, Boston, MA, 02116

Phone

(857) 504-8706

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Heather Reich

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Henderson Janus Wealth Partners

Location

701 Harger Road, Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

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Hermanson Embleton Wealth Partners

Location

3060 Peachtree Road Northwest, Suite 110, Atlanta, GA, 30305

Phone

(404) 443-2700

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Higgins Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 942-3040

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Holcomb Frey Wealth Partners

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

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Holmes Robinson Wealth Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

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Horton Wealth Partners

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 06830

Phone

(203) 717-6731

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Hunter Hamm, CFA®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2321

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Isaac Martin

Location

100 Front Street Suite 1325 West Conshohocken, PA 19428

Phone

(484) 209-2042

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J. Trent Douglas, CFP®

Location

3060 Peachtree Road NW Suite 110, Atlanta, GA 30305

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J.D. Sandfort

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5040

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Jack Traxler, CAIA®

Location

2 Bethesda Metro Center, Suite 401, Bethesda, MD, 20814 USA

Phone

(240) 956-4462

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Jacobs Dwyer Wealth Partners

Location

4 Carter Green, Suite 100, Carmel, IN 46032

Phone

(463) 426-4664

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Jahan K. Jewayni

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8062

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James Augustine, CIMA®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3571

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James B. Marchetti, CIMA ®

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6320

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James L. Marchetti

Location

30 S King Street, Suite 2C, Jackson WY, 83001

Phone

(415) 830-5773

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James L. Marchetti

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 830-5773

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James Lee

Location

45 Rockefeller Plaza, Floor Five, New York, NY 10111

Phone

(212) 549-5191

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James McKenzie, CPFA®

Location

3835 PGA Boulevard, Suite 401, Palm Beach, FL 33410

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James W. Freeman

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2354

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James Waters

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2357

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Jamie Durrani

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5766

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Janelle Cromwell, CPFA, CFP®

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

Phone

(360) 634-8332

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Jannah Devine

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5961

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Jarrett Bostwick

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

Phone

(561) 363-5861

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Jason McMillen

Location

321 Broadway, Suite 300, Saratoga Springs, NY, 12866

Phone

(518) 886-3488

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Jason Zilveti

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9350

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Jeff Dysktra, CPFA®, CFP®, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2955

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Jeffrey Anderson

Location

17806 IH 10 West Promenade One at Eilan, San Antonio, TX 78257

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Jeffrey Harvey, CPFA, CEPA, CPWA®

Location

100 Front Street Suite 1325, Conshohocken, PA 19428

Phone

(484) 209-2050

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Jeffrey Titus

Location

500 Boylston St Suite 1300, Boston, MA 2116

Phone

(857) 504-8725

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Jeffrey Towner, CEPA®, CPWA®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2951

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Jeffrey Zapoleon

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Jeter Reich Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 476-2392

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JL Wealth Partners

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

Phone

(248) 833-6672

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Joel Barrett, CPFA®, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2956

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John (Jake) W. Claghorn IV

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5441

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John B. Lewis

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4700

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John C. Rapport, CPFA, CFP®

Location

115 West Century Road, Suite 315, Paramus, NJ 7652

Phone

(201) 879-9132

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John F. Embleton, CIMA®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1271

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John F. McMahon, Jr.

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6342

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John Hanna, CFP®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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John Horton

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 6830

Phone

(203) 717-6731

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John Lahoud

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

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John Low, CEPA, CRPC®

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

Phone

(248) 833-6670

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John McManus

Location

500 W 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1841

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John Miller, CEPA

Location

23 Corporate Plaza Drive suite 246, Newport Beach, CA 92660

Phone

(949) 736-5956

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John Montgomery

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 942-3075

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John Mooney

Location

28601 Chagrin Blvd, Suite 525, Cleveland, OH 44122

Phone

(216) 770-6380

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John Sargent

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111, USA

Phone

(212) 549-5110

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John Uriostegui

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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John W. Claghorn III

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5440

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John W. Claghorn III

Location

45 Rockefeller Plaza Floor 5 New York, New York 10111

Phone

(212) 549-5440

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John W. Sheehan

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8090

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Jon Maldonado, CFP®

Location

500 W 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1842

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Jonathan Battillo, CFP®, CRPC™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9034

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Jonathan Lund, CFP®, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2952

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Jordan Hawks

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8080

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Jordan Powell

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111

Phone

(415) 830-5795

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Jorge Garcia

Location

500 West 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1832

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Jose Ruiz, CFP®, CRPS®, CKA®

Phone

(980) 392-3980

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Josef Najar

Location

45 Rockefeller Plaza, Floor 5, New York, NY, USA

Phone

+1 (212) 549-5475

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Joseph M. Church, CFP®

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6331

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Joseph W. Bartholomew III, CPWA®, CIMA®

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4701

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Joshua Goldberg

Location

Industrious Carmel City Center, 880 W Monon Green Boulevard Suite 101, Carmel, IN 46032

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Joshua Murray

Location

2570 West El Camino Real, Mountain View, CA 94040

Phone

(518) 886-3445

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Joshua Parker, CPWA®, CPFA™

Location

180 Battery Street Suite 120, Burlington, VT 5401

Phone

(802) 341-4460

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Justin Ryan

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-7010

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JWC Wealth Partners

Location

45 Rockefeller Plaza Floor 5 New York, New York 10111

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Kate LaPorta

Location

45 Rockefeller Plaza Floor 5, New York, NY 10020

Phone

(212) 549-5100

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Kathi Barnhart

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

Phone

(561) 363-5832

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Kathryn Senkbeil

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Keith Bernard

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Kelly Dennis

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2322

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Kennedy Senkbeil Group

Location

3060 Peachtree Road Northwest, Suite 110, Atlanta, GA, USA 30305

Phone

(404) 443-2700

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Kenneth Milano

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Kenneth R. Crowley

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8060

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Kent Weaver, CRPC®

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Keven Donohue

Location

321 Broadway, Suite 300, Saratoga Springs, NY 12866

Phone

(518) 886-3487

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Kevin Hermis, CFP®

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8922

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Kevin Kramer

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Kevin Wright

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6421

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Khoshnevissan & Dogan Wealth Strategies

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 830-5764

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Khoshnevissan & Dogan Wealth Strategies

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5764

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Knowlton, Knowlton & Larsen Wealth Partners

Location

500 Boylston St Suite 1300, Boston, MA 2116

Phone

(857) 504-8699

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Kristen A. Richards, CFP®, CPWA®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2352

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Kristen Palazeti

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

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Kristin Nicholson, CFA®, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6315

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Kyle Faro

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8832

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Kyle Maxwell

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8920

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Kylie A. Roman, CFP®, AEP®

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4703

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Ladage, Smith, Garcia Wealth Partners

Location

500 West 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1830

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Lahoud Wealth Partners

Location

3835 PGA Boulevard, Palm Beach Gardens, Suite 401, FL 33410

Phone

(561) 363-5827

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Lahoud Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Lance A. Williams, CFP®

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

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Landau Wealth Partners

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Landmark Group

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

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Landon Smith

Location

500 West 2nd Street, Suite 1900, Austin, TX

Phone

(512) 615-1831

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Larry Rothenberg

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9010

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Laura Pennington

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8055

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Lauren Turbitt

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5035

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Laurence Knowlton

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8690

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Leach Wealth Partners

Location

2000 Avenue of the Stars, Los Angeles, CA 90067

Phone

(424) 600-7925

Leah D’Agostino, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6318

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Legacy Family Wealth

Location

16220 N Scottsdale Rd, Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Lewis Wealth Partners

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4706

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Libby Snyder, CPFA™, CFP®

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

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Liberty Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

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Lien DeGrace Wealth Partners

Location

271 West Canton Avenue, Suite 100, Winter Park, FL 32789

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Linker Hodges Wealth Partners

Location

115 W Century Road Suite 315, Paramus, NJ 7652

Phone

(201) 879-9132

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Lisa Kitchin, CFP®

Location

30 South King Street, Suite 2C, Jackson, WY 83001

Phone

(415) 907-6317

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Luechtefeld Wealth Partners

Location

10 Hospital Center Commons Suite 400 Hilton Head Island, SC 29926

Phone

(843) 874-0960

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Lusink Wealth Partners

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 410-8960

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Marc Laborde, CEPA®

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6431

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Marchetti Porter Wealth Partners

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

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Marchetti Porter Wealth Partners

Location

30 South King Street, Suite 2C, Jackson, WY 83001

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Marchetti Porter Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

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Margaret Pierattini, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6310

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Margie Chamberlin

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

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Margot Dwyer

Location

4 Carter Green suite 100, Carmel, IN 46032, USA

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Marguerite Robinson

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111,

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Mark Holcomb, CIMA®

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5015

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Mark Panarese

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8701

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Marshall Duane

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8825

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Martí Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7930

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Martin Lawyer Daniels

Location

17806 IH 10 West Suite 210, San Antonio, TX 78257

Phone

(210) 890-3595

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Mary W. Hayes

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 261-1510

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Mason Liu

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Matt Willis, CEPA

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Matthew Ashley

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5025

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Matthew Birkett, CFP®, CPWA®, CPFA

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5951

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Matthew Gallup

Location

321 Broadway, Suite 300, Saratoga Springs, NY 12866

Phone

(518) 886-3446

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Matthew Giorgetti

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Phone

(857) 504-8730

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Matthew Hambleton, CRPC®

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5022

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Matthew Herzwurm, CFP®

Location

3060 Peachtree Road, Suite 110, Atlanta, GA 30305

Phone

(404) 476-2326

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Matthew Holbrook

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

Phone

(475) 284-2397

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Matthew Langhorst, CFP®,CIMA®, CPWA®, CEPA

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5051

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Matthew Mendoza

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4451

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Matthew Panarese

Location

100 Front Street Suite 1325 West Conshohocken, PA 19428

Phone

(484) 209-2040

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Matthew Richeda

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0160

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Max Podlone

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(415) 830-5787

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McDavid Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(470) 645-6881

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McKay Claghorn

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5442

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Mealey Wealth Partners

Location

1330 Post Oak Boulevard, Houston, Suite 1100, TX 77056

Phone

(713) 832-8960

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Mehgan Spear, CFP®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7606

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Mendoza Wealth Partners

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4451

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Merlin Wealth Management

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 443-2700

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Mia Cardwell

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2457

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Michael Amato, CFP®

Location

115 West Century Road Suite 315, Paramus, NJ 7652

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Michael Anderson

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

Michael Athanas

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Michael Bapis

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Michael Buss

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5044

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Michael Frey, CPWA®, CPM®, CFP®, CRPC®

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5035

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Michael J. Fieler, CFA

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5021

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Michael Lepore

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3047

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Michael Loizzi

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2340

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Michael Merlin

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Michael P. Hall

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3041

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Michael Shelley

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(405) 497-6450

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Michael Siden

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Michael Siden

Location

Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8902

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Michael Tramontano, CIMA®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3620

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Michael Wallace

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Michelle Matan

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Michelle Pecyna

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

Mike Scarbrough, CFP®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Miles Mason

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7935

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Mimi Kuo-Chin Shih

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5506

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Moldaver Lee Cohen Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5199

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Monarch Wealth Partners

Location

2550 Meridian Blvd Suite 200, Franklin, TN 37067

Phone

(615) 637-2091

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Montgomery Levin Group

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 443-2700

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Moon Wealth Partners

Location

2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814

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Mooney Stanley Wealth Partners

Location

28601 Chagrin Blvd, Suite 525, Cleveland, OH 44122

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Moore Langhorst Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Neil Holmes

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Neil Kvasnak

Location

180 Battery Street Suite 120, Burlington, VT 5401

Phone

(802) 341-4461

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Neil Martin, CEPA

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Neil Moore Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 942-3085

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Neil Moore, CFP®

Location

One Buckhead Plaza, 3060 Peachtree Road, NW Suite 110 & 200 Atlanta, GA 30305

Phone

(404) 942-3085

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Neil Rubinstein

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5040

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Nelson Faro

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8830

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Neva Hagopian

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

Phone

(561) 363-5831

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Nicholas Peters

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Nick Bapis

Location

2603 East Parleys Way , Salt Lake City, UT 84109

Phone

(801) 736-9950

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Nick Paget, CFP®, CPM®

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8510

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Nicole Schafer, CFP®, CLTC®

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8511

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Noel B. Hodges, CPFA, CIMA®, CRPC®

Location

115 West Century Road, Suite 315, Paramus, NJ 7652

Phone

(201) 879-9131

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NPKD Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6320

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NPKD Wealth Partners

Location

30 South King Street, Suite 2C, Jackson, WY 83001

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Oglevee Wealth Partners

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5963

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Oryx Legacy Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Oryx Legacy Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(212) 549-5100

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P. Schuyler Quackenbush, Jr., CRPC®, CPWA®

Location

One Buckhead Plaza, 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1274

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Paget Wealth Partners

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8513

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Paige Hatcher

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

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Parker Kvasnak Wealth Partners

Location

180 Battery Street Suite 120, Burlington, VT 5401

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Partners Wealth Group

Location

45 Rockefeller Plaza, Floor 5, New York, NY

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Patricia “Patty” Lawyer

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3591

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Patrick Digenan

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Patrick Sweet, CFP®, CRPC™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9040

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Patrick Trucco

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(307) 284-4320

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Patrick Trucco

Location

30 South King Street, Suite 2C, Jackson WY 83001

Phone

(307) 284-4320

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Paul Leach, CFP®, CRPC®, CPFA

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7925

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Paul Patterson, CIMA®, CPWA®, CEPA®

Location

1838 Sir Tyler Drive, Suite 102, Wilmington, NC,

Phone

(910) 834-5723

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Pedro Martí

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Pennington Wealth Partners

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8055

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Percy Mason, SE-AWMA™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9038

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Peter Clarke

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

Phone

(561) 363-5830

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Phillip T. Dobbs, CPFA®, CFP®

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9425

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Pierattini Golden Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

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PMBD Wealth Partners

Location

23 Corporate Plaza Drive, Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5954

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Pollock Salah Wealth Partners

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 907-6389

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Pollock Salah Wealth Partners

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 907-6389

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Preston, Swedlund & Turbitt Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

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Quackenbush Panetti Wealth Partners

Location

23 Corporate Plaza Drive Suite 246, Newport, CA 92660

Phone

(949) 736-5970

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Quinton Tramontano, CPWA®, CEPA

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3621

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Rachael Ferraro

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(484) 209-2045

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Rachel Baum

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8833

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Ramy Georgy

Location

5605 Carnegie Blvd Suite 220 Charlotte, NC 28209

Phone

(813) 502-0500

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Richard H. Bergman, CFP®, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7620

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Richard Hassan

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

Phone

(475) 284-2395

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Richard T. Blackwell, AIF®, AAMS®

Location

200 S 10th Street, Suite 950, Richmond, VA 23219

Phone

(804) 653-4702

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Richeda, Farr Wealth Partners

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0163

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Richie Schmock, CRPC®

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Risher Wealth Partners

Location

10 Hospital Center Commons Ste 400, Hilton Head Island, SC 29926

Phone

(404) 443-2700

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Robert Echavarria, CPFA

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3622

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Robert J. Fink, CFP®, CPFA, ChFC®

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6340

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Robert L. Moon, CPM®

Location

2 Bethesda Metro Center, Suite 800 Bethesda, MD 20814

Phone

(240) 956-4480

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Robert New

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(470) 903-7112

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Robert Panetti, CFA®

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5971

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Rockefeller Global Investment Banking

Location

437 Madison Avenue Suite 2701, New York, NY 10022

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Rod Nakamoto

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Ronald Ventura

Location

227 W Monroe Street, Suite 2050, Chicago, IL 60606

Phone

(312) 681-7630

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Rone Reed, CPWA®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2340

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Rosenberg Outcalt Wealth Partners

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8822

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Rosenburg Outcalt Wealth Partners

Location

One Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8822

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Ross J. Hambleton, CFP®

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5020

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RSA Family Wealth

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5045

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Ruben Wealth Partners

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4470

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Ruben Wealth Partners

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Phone

(240) 956-4470

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Russell Bowman

Location

525 Washington Blvd Suite 1410, Jersey City, NJ 7310

Rusty Tally

Location

500 W 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1840

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Ryan Barcena

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Ryan Epperson Wealth Partners

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-7010

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Ryan Papez

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9352

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Ryan Quinn

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Phone

(857) 504-8732

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Sabina Lien, CFP®

Location

271 West Canton Avenue, Suite 100, Winter Park, FL 32789

Phone

(689) 345-9310

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Samantha Zapoleon

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Samuel Wilson

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 06830

Phone

(203) 717-6613

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Sanjay George

Location

1330 Post Oak Boulevard, Suite 1100, Houston, TX 77056

Phone

(713) 804-6411

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Santo Famulare

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

Sarah Madison

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

Saratoga Family Office

Location

321 Broadway Suite 300, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Scarbrough Wealth Partners

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(470) 903-7110

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Schuyler Perry, CFP®, CIMA®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9013

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Scott N. Breckenridge

Location

115 West Century Road Suite 315, Paramus, NJ 7652

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Scott Stewart, CFA®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5159

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Scruggs Wright Wealth Partners

Location

1330 Post Oak Boulevard Suite 1100, Houston, TX 77056

Phone

(713) 804-6421

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Sean Arnold, CFP®, CRPC™

Location

4 Caufield Place, Newtown, PA 18940

Phone

(267) 840-9037

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Sean Foust

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8924

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Sean Houston

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2323

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Sean P. Connolly, CPFA®

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9411

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Sean Seese, CPFA, CIMA®, C(k)P®

Location

100 Front Street Suite 1325, Conshohocken, PA 19428

Phone

(484) 209-2051

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Selcow Wealth Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

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Shaffer Wealth Partners

Location

1812 North Moore Street, Suite 1700, Arlington, VA 22209

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Shaun Van Vilet, CFP®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9011

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Shawn Moore, CPM®, CFP®

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5071

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Shawna Alexander, ChFC®, CDFA®

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8923

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Shay Scruggs

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6420

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Sheehan Wealth Partners

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8090

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Sheila Shaffer, CFP®

Location

1812 North Moore Street, Suite 1700, Arlington, VA 22209

Phone

(202) 719-3040

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Shelley Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Shirley Quackenbush, CPWA®

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

+1 (949) 736-5970

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Siden Fink Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5586

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Siden Fink Wealth Partners

Location

One Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8902

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Silicon Valley

Location

2570 W. El Camino Real Suite 600, Mountain View, CA 94040

Phone

(650) 559-9900

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Silicon Valley Family Office

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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Southeastern Wealth Management Group

Location

One Buckhead Plaza, 3060 Peachtree Road, Suite 110, Atlanta, GA 30305

Phone

(404) 476-2100

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Stanford Young

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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Stefan “Max” Oglevee

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5962

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Stefan Oglevee

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5960

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Stephanie B. Walsh, CFP®

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6332

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Stephen Randolph

Location

Industrious Carmel City Center, 880 W Monon Green Boulevard Suite 101, Carmel, IN 46032

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Stephen White

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

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Steven Cangialosi

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

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Steven Celeste

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Steven Cohen, CEPA®

Location

45 Rockefeller Plaza, Floor Five, New York, NY 10111

Phone

(212) 549-5141

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Steven Rosenberg

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Strategic Wealth Partners

Location

3060 Peachtree Road, Suite 110, Atlanta, Georgia 30305

Phone

(404) 443-2700

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Susan Shah

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

TA Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5785

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Tally McManus Wealth Partners

Location

500 W 2nd Street Suite 1900 Austin, TX 78701

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Tammi Lauder

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

Phone

(475) 284-2381

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Tate Wealth Partners

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

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Taylor Barden, CEPA®, CPWA®

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2350

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Terri Ucci, CFP®, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7605

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The Atlantic Group

Location

2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814

Phone

(561) 363-5822

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The Atlantic Group

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Phone

(561) 363-5822

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The Bloom Williams Group

Location

711 Capitol Way S, Suite 705, Olympia, WA 98501

Phone

(360) 634-8334

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The Crown Group

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The FMC Group

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6340

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The HLB Group

Location

3060 Peachtree Road Northwest suite 110, Atlanta, GA, 30305

Phone

(404) 942-3047

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The Jones Connolly Pollock Group

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(972) 761-5000

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The Mason Group

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7935

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The Maxwell Group

Location

9950 Woodloch Forest Tower, Suite 2100 The Woodlands, TX 77380

Phone

(713) 832-8926

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The Sargent Group

Location

100 First Stamford Place Suite 201, Stamford, CT 6902

Phone

(212) 549-5110

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The Sargent Group

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5110

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Theresa Gorin, CFP®, CPFA®, CRPC™®

Location

16090 Swingley Ridge Road, Suite 400, Chesterfield, MO, 63017

Phone

(314) 887-6350

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theUgroup

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Thomas Epperson

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2695

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Thomas McDavid

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Thomas Risher

Location

10 Hospital Center Commons Ste 400, Hilton Head Island, SC 29926

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Thomas Tabor

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8827

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Thomas Unger

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

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Thomas V. Patton

Location

3060 Peachtree Road, Suite 110, Atlanta, GA, 30305

Phone

(404) 942-3089

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Timothy Deygoo, CFP®

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(332) 263-9014

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Titus Wealth Partners

Location

500 Boylston St Suite 1300, Boston, MA 2116

Phone

(857) 504-8725

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Todd Walters

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

Phone

(561) 363-5860

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Tony Chang

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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Tory Raether

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2351

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Tramontano Wealth Partners

Location

17806 IH 10 West Suite 210, San Antonio, TX 78257

Phone

(210) 890-3627

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Travis Propst, CRPS®

Location

3060 Peachtree Road NW Suite 110, Atlanta, GA 30305

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Travis Scarbrough

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(470) 903-7111

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Travis Tidwell

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2696

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Trent Cowles, CIMA®, CPM®, CPWA®

Location

4 Carter Green, Suite 100, Carmel, IN 46032

Phone

(463) 426-4670

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Tuan Nguyen

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(484) 209-2033

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Ty Dickey

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3051

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Tyler Ressel, CIMA®

Location

16090 Swingley Ridge Road, Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6351

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Ucci Wealth Partners

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7695

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Ulku Dogan

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

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Unger Wealth Partners

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(972) 761-5000

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Variant Path Group

Location

5605 Carnegie Blvd, Suite 220 Charlotte, NC 28209

Phone

(980) 392-2358

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Victor (Clint) Calvert

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2324

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Victoria Gardiner

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(857) 504-8702

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VIOS Advisors

Location

2603 East Parleys Way, Salt Lake City, UT 84109

Phone

(801) 736-9950

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VIOS Advisors

Location

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

Phone

(212) 549-5488

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Wahlberg Wealth Partners

Location

100 Pearl Street 14th Floor Hartford, CT 06103

Phone

(959) 259-0610

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Wahlberg Wealth Partners

Location

2550 Meridian Blvd., Suite 200 Floor 2 Franklin, TN 37067

Phone

(959) 259-0610

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Wallace Mantz Machlovitz

Location

2000 Avenue of the Stars, Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7940

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William C. Curtis, CPFA®, C(k)P®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1270

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William Christian

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

Phone

(475) 284-2380

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Willis Wealth Partners

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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WMM Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Wyatt Larsen

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8720

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Young & Associates

Location

750 University Ave Suite 240, Los Gatos, CA 95032

Phone

(415) 830-5790

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Zac Stanley, CEPA, CFP®

Location

28601 Chagrin Blvd, Suite 525, Cleveland, OH 44122

Phone

(216) 770-6381

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Zach Gebben, CEPA®, CIMA®, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2962

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Zachary Bond Stefo

Location

6312 S. Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0171

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Zak Ammirato

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5785

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Zapoleon Wealth Partners

Location

1 Town Center Road, Boca Raton, FL 33486

Phone

(561) 617-8840

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Zheng Yu

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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ZWMG

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9350

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