Our Clients

Addison Capital

Addison Capital is an independent advisory firm in the Philadelphia area serving individuals and institutions through managing investments and optimizing wealth.

Advisory Research

Advisory Research Investment Management, an independent boutique asset manager, delivers distinct, actively managed investment strategies, competitive risk-adjusted returns, and personalized high touch client service.

Learn More →

Amplify ETFs

Bison Holdings

Bison is a boutique of independent investment advisor that seeks to deliver a superior, differentiated client experience. 

Bison Wealth

Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what matters most to them.

Bramshill Investments

Bramshill Investments, LLC is an employee-owned alternative asset management firm that specializes in investment opportunities across the fixed income universe in sectors such as corporate bonds, preferred securities, municipal bonds, structured credit and credit-themed equities.

Brentview Investment Management

Brentview invests in broadly-diversified mid- to large-capitalization equities of well-run companies that exhibit a commitment to sustainable and growing dividends.

CAEL

The Council for Adult and Experiential Learning (CAEL) helps organizations succeed by providing expertise, resources, and solutions that effectively support adult learners as they navigate on- and off-ramps between education and employment.

Learn More →

CAVU Securities

CAVU enables investors to achieve both financial and social objectives through differentiated strategies in cash management, securitized credit, equities and alternatives.

Connors Investor Services

Crawford Investment Counsel

Founded in 1980, Crawford Investment Counsel is a $7 billion asset management firm offering private client services, separate accounts and mutual funds to individuals, institutions and financial advisors.

Crossingbridge Advisors

Founded by David Sherman in 2016, CrossingBridge Advisors seeks high current income and capital appreciation consistent with the preservation of capital.

Deep Field Asset Management

Headquartered in los Angeles, CA, Deep Field Asset Management is a value-focused, long-term oriented global investment manager making long and short equity investments.

Diazo Wealth

Diazo Wealth is a Registered Investment Advisors headquartered in Las Vegas, NV offering Investment Management, Retirement Planning, Risk Alignment and Concierge Services.

Edly

Edly is a Registered Investment Advisor, and has built a track record of delivering competitive returns since 2019. Its principals have decades of experience in private credit.

Fairview Partners

Fairview Partners is an established debt fund manager with a focus on the purchase and origination of senior secured real estate loans.

First Dallas Securities

Since its inception in 1989, First Dallas Securities’ philosophy of focusing primarily on common stocks continues to be validated as a sound approach to creating stronger investment strategies.

Learn More →

First Manhattan Co.

First Manhattan Co. is a $20 billion investment advisory and wealth planning firm that is dedicated to helping you secure your financial future.

FlexPATH Strategies

flexPATH® is a target date fund solution offering the traditional benefits of professional management, diversification and simplifying your PATH to retirement.

Fulcrum Equity Management

Fulcrum is a cutting-edge Turnkey Asset Management Program designed specifically to satisfy the need for a single holistic platform integrating all aspects of the investment management process.

Gator Capital Management

Gator Capital Management is a boutique investment manager specializing in managing non-diversified, concentrated portfolios of high-quality growth stocks.

Greenbox Capital

Greenbox Capital is a commercial lender for small to mid-sized businesses. They provide alternative business funding in all industries across the United States, Puerto Rico, and Canada.

Greenrock Research

Greenrock is an independent brain trust for RIAs and Wealth Managers providing specialized research and customized investment solutions that solve their clients’ needs.

Learn More →

Hatteras Investment Partners

Founded in 2003 and now with over $6 Billion invested in alternative funds since inception, Hatteras partner with experienced private investment managers to create performance-focused private investment solutions. 

Hodges Private Client

Hodges Private Client is geared toward helping the individual investor achieve their desired goals at various life stages. 

Hodges Capital Management

Hodges Capital is an investment advisory firm managing assets for institutions, endowments, family offices, and individuals. Hodges Capital is also the advisor to four mutual funds.

Honeycomb Digital Investments

Honeycomb Digital Investments is an institutional grade investment firm focused on digital assets and companies utilizing blockchain technology.

Indyfin

Based in Dallas, TX, Indyfin is the investor experience platform that is redefining the way consumers find, research, review, and interact with financial advisors.

Impact Shares

At Impact Shares we invest in change. It’s why we’re committed to changing the world of impact investing, one socially conscious ETF at a time.

Kensington Asset Management

Based in Austin, TX, Kensington Asset Management Specializing In Data-Driven, Quantitative Decision Models That Apply To The Equity And Fixed Income Markets.

Leatherback Asset Management

Leatherback aspires to be the premier provider of actively managed, liquid alternative ETF strategies. Leatherback aspires to be the premier provider of actively managed, liquid alternative ETF strategies.

Libertas

Libertas Funding specializes in curating financial solutions to fit the needs of businesses ranging from $1M to $300M in revenue across a multitude of industries including, but not limited to, construction, manufacturing, retail, restaurants, HVAC, and auto sales.

Learn More →

Liquid Strategies

Since 2013, Liquid Strategies has been applying an investment overlay to traditional bond and stock portfolios, creating practical solutions for managing clients’ cash flow and growth objectives.

Long Short Advisors

Long Short Advisors, LLC (LSA) is a Philadelphia-based investment advisor that focuses on finding undiscovered, boutique investment strategies not readily available to the everyday investor.

Lyrical Asset Management

Lyrical offers active strategies rooted in value for US Equity, International Equity, Global Equity, and Global Impact Equity. Additionally, we offer a passive approach based on the Lyrical U.S. Value Index. 

Matrix Applications

Founded in New York in 2000, Matrix Applications is a fintech service bureau offering a suite of products and services for institutional fixed income trading.

Members' Wealth

At Members' Wealth, your dedicated team of investment professionals coordinate your investment, tax, legal, and estate demands through our unique client service team approach.

Learn More →

MMJ Partners

MMJ specializes in building asset management firms. We look for talented investment professionals with proven investment experience and help them build their businesses. If necessary, we arrange seeding and introductions to qualified investors throughout the world.

Nexwealth

A family office experience that all families need and deserve, but only a few receive. For a select number of families.

Owls Nest Partners

Owls Nest Partners is an in-depth, primary research driven money manager focused on concentrated portfolios of  8-10 domestic public equity securities with no market capitalization limitations.

Learn More →

Revitate Cherry Tree

Revitate Cherry Tree was formed to acquire, reposition, and manage multifamily assets across key markets in the United States.

Roosevelt Capital Management

Founded by David Roosevelt and Michael O’Brien, Roosevelt Capital Management has a 12-year track record managing short duration high yield corporate bonds and a 13-year track record managing municipal bonds.

RPAG

At RPAG, we’ve built the industry’s leading retirement plan practice management platform designed for elite advisors and institutions to create successful outcomes by protecting plan fiduciaries and engaging plan participants.

South Street Securities

Established in 2001, South Street Securities is a FINRA-regulated broker/dealer that concentrates on Repo Cash Investment and Repo Security Financing Services.

THOR Financial Technologies

Learn More →

TPG Software

TPG Software develops software solutions that streamline your investment accounting & management processes, and ensure internal and regulatory compliance.

Learn More →

UX Wealth Partners

UX Wealth Partners is the leading platform for today’s RIAs. As the leader in AI and Machine learning investment technologies, UX Wealth Partners is leading the paradigm shift in investment management.

Learn More →

Vineyard Global Advisors

Vineyard Global Advisors offers a range of investment strategies designed to allow participation in the market's growth within a dynamic, risk-managed framework that seeks to offer protection during significant market declines. Our goal is to give our clients greater peace of mind by generating steadier returns over time.

Virtus Real Estate Capital

Virtus focuses exclusively on niche property types such as Senior Living, Medical Office, Student Housing, Workforce Housing, Self-Storage, and Education Assets.

World Business Leaders

WBL was founded by a seasoned team of entrepreneurs with strong track records of launching, financing and growing successful small businesses. 

WellCents

WellCents is a guidance based, beginning to end retirement solution to help employees create confidence in their financial life. Our goal is to help employees reach a successful and financially secure retirement by becoming financial well.

WillPay

Learn More →

Yorktown Funds

Yorktown Funds is an independent asset management firm with a singular purpose: to help clients navigate their financial futures.