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List of Buyers

0

LPL Financial

Headquarters
San Diego, CA and Fort Mill, SC
Approximate AUM
1700000000000
50 Bn +
Fee model

CAPTRUST

Headquarters
Raleigh, North Carolina
Approximate AUM
852173054617
50 Bn +
Fee model

Edelman Financial Engines

Headquarters
Boston, Massachusetts
Approximate AUM
270770410000
50 Bn +
Fee model

Hightower Advisors

Headquarters
Chicago, Illinois
Approximate AUM
130239340000
50 Bn +
Fee model

HUB International

Headquarters
Chicago, IL
Approximate AUM
120000000000
50 Bn +
Fee model

OneDigital

Headquarters
Kansas City, Missouri
Approximate AUM
107102340000
50 Bn +
Fee model

Mariner Wealth Advisors

Headquarters
Overland Park, Kansas
Approximate AUM
81106925484
50 Bn +
Fee model

Cerity Partners

Headquarters
New York, New York
Approximate AUM
80573110000
50 Bn +
Fee model

Beacon Pointe Advisors

Headquarters
Newport, California
Approximate AUM
38279960000
20-50 Bn
Fee model

World Investment Advisors

Headquarters
Santa Barbara, California
Approximate AUM
37759760000
20-50 Bn
Fee model

Savant Wealth Management

Headquarters
Rockford, Illinois
Approximate AUM
26294840000
10-20 Bn
Fee model

Prime Capital Financial

Headquarters
Overland Park, Kansas
Approximate AUM
24362866552
20-50 Bn
Fee model

Sanctuary Wealth

Headquarters
Indianapolis, IN
Approximate AUM
22024300000
10-20 Bn
Fee model

Sequoia Financial Group

Headquarters
Akron, Ohio
Approximate AUM
19964189243
10-20 Bn
Fee model

Allworth Financial

Headquarters
Folsom, CA
Approximate AUM
19313700000
10-20 Bn
Fee model

Modera Wealth Management, LLC

Headquarters
Westwood, NJ
Approximate AUM
12532440000
10-20 Bn
Fee model

The Mather Group

Headquarters
Chicago, IL
Approximate AUM
10508540000
10-20 Bn
Fee model

Kuttin Wealth Management

Headquarters
Hauppauge, New York
Approximate AUM
10500000000
10-20 Bn
Fee model

Merit Financial Advisors

Headquarters
Atlanta, Georgia
Approximate AUM
10000000000
5-10 Bn
Fee model

Parallel Advisors

Headquarters
San Francisco, California
Approximate AUM
8000000000
5-10 Bn
Fee model

Perigon Wealth Management

Headquarters
San Francisco, California
Approximate AUM
6940950000
5-10 Bn
Fee model

F.L. Putnam Investment Management Company

Headquarters
Lynnfield, Massachusetts
Approximate AUM
6168010000
5-10 Bn
Fee model

Dakota Wealth Management

Headquarters
Palm Beach Gardens, Florida
Approximate AUM
6122960000
5-10 Bn
Fee model

Modern Wealth Management

Headquarters
Lenexa, Kansas
Approximate AUM
6000000000
5-10 Bn
Fee model

Apollon Wealth Management

Headquarters
Charleston, South Carolina
Approximate AUM
5519650000
5-10 Bn
Fee model

Miracle Mile Advisors

Headquarters
Los Angeles, California
Approximate AUM
4895700000
2-5 Bn
Fee model

Pure Financial Advisors

Headquarters
San Diego, California
Approximate AUM
4600610000
2-5 Bn
Fee model

Gateway Financial Advisors

Headquarters
Albuquerque, New Mexico
Approximate AUM
4200000000
2-5 Bn
Fee model

Verdence Capital Advisors

Headquarters
Hunt Valley, Maryland
Approximate AUM
3306595930
2-5 Bn
Fee model

The Retirement Planning Group

Headquarters
Leawood, Kansas
Approximate AUM
2628800000
2-5 Bn
Fee model

Marcum Wealth

Headquarters
Cleveland, Ohio
Approximate AUM
2576380000
2-5 Bn
Fee model

SteelPeak Wealth

Headquarters
Woodland Hills, California
Approximate AUM
2535310000
2-5 Bn
Fee model

AlphaCore Wealth Advisory

Headquarters
La Jolla, California
Approximate AUM
2441970000
2-5 Bn
Fee model

Trilogy Financial

Headquarters
Irvine, California
Approximate AUM
1886949860
2-5 Bn
Fee model

WealthPlan Partners

Headquarters
Omaha, Nebraska
Approximate AUM
1812736244
2-5 Bn
Fee model

GCG Wealth Management

Headquarters
Charlotte, North Carolina
Approximate AUM
1800000000
<2 Bn
Fee model

Diversified, LLC

Headquarters
Wilmington, Delaware
Approximate AUM
1553770000
<2 Bn
Fee model

Signet Financial Management

Headquarters
Parsippany, New Jersey
Approximate AUM
949397508
<2 Bn
Fee model

IMA Financial Group

Headquarters
Denver, Colorado
Approximate AUM
911560000
<2 Bn
Fee model

Montis Financial

Headquarters
Waltham, Massachusetts
Approximate AUM
800000000
<2 Bn
Fee model

Carson Group

Headquarters
Omaha, Nebraska
Approximate AUM
39500000
20-50 Bn
Fee model

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Accepts Fees
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