Family Office Listings
Below please find links to our family office listings:
- 1875 Finance SA
- 3D Wealth
- 5T Wealth Management
- Aaria Family Office
- Abacus
- Abacus Partners, LLC
- Abegg Holding AG
- Abbot Downing
- Abh Capital Management LLC
- Abrams Group
- Abridge Partners
- Absolute investment Advisers
- Acacia Wealth Advisors
- Acadia Wealth Advisors
- Access Financial Services
- ACCESS Wealth Management
- ACE Solutions
- Achterkamp Family Office
- Acropolis Capital Partners Limited
- Actionnal
- The Actuarial Consulting Group
- Adam & Company
- Adams Bank and Trust
- Adelaide Capital Ltd
- Adams Hall Asset Management
- Adirondack Family Business Consultants
- Adler Management
- Adurion KG
- Aegis Wealth Management LLC
- Affectio Finance
- Aforge Family Office
- AFW Wealth Advisors
- Agile Group
- AGIS Consulting
- Ahmanson Foundation
- Airlie Family Office
- Ajia Partners
- AKT Wealth Advisors LP
- Alatus Capital
- Albin Kistler AG
- Alchemy Ventures Inc
- ALENA SA
- Alesco Advisors LLC
- Aletti Montano & Co. Family Office
- Alexander Randolph, Inc.
- Alexandra & James Co.
- Alexander Randolph, Inc.
- Alexandra & James
- Alfred I duPont Testamentary Trust
- Alfred P. Sloan Foundation
- Algonquin Advisors, LLC
- Alkimia Financial Pty Ltd
- ALLCONSULT GmbH
- Allegheny Financial Group
- Alpenrose Wealth Management
- Alpha Family Office GmbH
- Alpha Wealth Strategies
- Alta Advisers Limited
- Alta Family Office Services LLC
- Altair Advisers
- Altamount Capital Management
- Al Touq Family Office
- AMC Group – Asset Management China
- AMG National Trust Bank – Family Office Services
- Amendris AG
- AM Private Investments
- American Beacon Advisors
- American Economic Planning Group
- AM&M Financial Services, Inc.
- Amorim Holding II
- Amstrong, Fleming & Moore
- Anchin, Block & Anchin / Platinum Advisory Group
- Andell Holdings
- Andlinger Family Office
- Andrew W. Mellon Foundation
- ANEKANT PVT LTD
- Dr. Anhuef Family Office GmbH
- Ann Arbor Area Community Foundation
- Annenberg Foundation
- Annie E. Casey Foundation
- Anova Holding AG
- Anova Management AG
- Anschutz Family Foundation
- Anthony & Cie
- Antium France Family Office
- Apogee Family Office
- Aquatine Trust
- Arctic Services AG, Zurich
- Arena Wealth Management
- Argent Wealth Management
- Argos Partners
- Aria
- Arkansas State University Foundation
- Arkion
- Arlan SA
- Arlington Partners
- Arlon Group
- Armada Investment Group
- Arnold & Mabel Beckman Foundation
- Armor Investment Advisors LLC
- Arnerich Massena and Associates, Inc.
- Arque Capital
- Arthur M. Blank Family Foundation
- Ashbridge Investment Management
- Ashwood Advisors
- ASK Wealth Advisors Pvt. Ltd. – Family Office
- Aspirant Family Office
- Aspiriant
- Assured Management Company
- Aston Pearl
- ATAG Allgemeine Treuhand AG
- Athena Capital Advisors
- Atlantic Trust Private Wealth Management
- Atlas Brown Family Office
- ATM Capital
- ATRIUM Family Office AG
- AU & Associates, LLC
- Auda Advisor Associates
- Aufin Family Office
- Aureus Asset Management
- Aurigon
- Aval Family Office
- Avalon Capital Group
- AXA Advisors, LLC
- Axiom Capital Management
- Axis CMS
- The Ayco Company, L.P.
- Babson Family Office
- Bacchus Capital Management
- Bachmann Trust Corporation plc
- Bachow and Associates
- Baciu Family Capital, LLC
- backup concept
- Baehr Technology Partners
- Baker Street Advisors Group, LLC
- Baldwin Management Co
- Ballentine Finn & Co Inc.
- Banca Monte dei Paschi di Siena SpA
- Bank 121
- Bank of America (Global Wealth & Management Divison)
- Bank of China (Suisse) SA
- Bank of New York Mellon Wealth Management
- Bank Sal. Oppenheim jr & Cie
- Bankhaus Carl Spangler Company
- Bankhaus Neelmeyer AG
- Banque Cramer & Cie SA
- Banque Heritage
- Banque Privée Edmond de Rothschild Europe
- Barnes Capital
- Baron Capital Management
- Baron Silver Stevens Financial Advisors
- Barr Foundation
- BARTH ASSOCIATES GmbH
- Basel Asset Management
- Battery Ventures
- Bawm Investments
- Bax Family Office
- Bay Capital Advisors
- Baydush Simon Weaver
- BB Treuhand AG
- BBR Partners
- BCG CAPITAL AG
- BCM & Partners
- Beacon Trust
- Beaumont Financial Partners
- Bedi Capital LLP
- Bel Air Investment Advisors
- Belhasa International Company
- Belmont Wealth Management
- Berengerg
- Berggruen Holdings
- Bergos AG
- Bernhardt Advisory GmbH
- Beta Consultants
- Bernstein Global Wealth Management
- Berwind Corporation
- Bessemer Trust
- BFO Family Office
- BH Family Office S.A.
- BHF-BANK
- BilkeyKatz INvestment Consultants
- Bill & Melinda Gates Foundation
- Bill Few Associates
- Billingsley Company
- Bindley Capital Partners
- Bivium Capital Partners
- BKD Wealth Advisors
- BlackPoint Capital Advisors, LLC
- Blackpool Capital Management
- BNR Partners
- Bonner & Partners Family Office
- Borel & Barbey
- Bornhoft Group Corporation
- Boston Family Office
- Boston Foundation
- Boston Limited
- Bourn Partners
- Boven
- Brandford Trust SA
- Brandywine Trust Company
- Braver Wealth Management
- Breda Consulting AG
- Bregal Investments LLP
- Brenninkmeyer Seyer & Partner
- Brighton Jones LLC
- Brinson Foundation
- Bristlecone Advisors
- Brooks Capital Group
- Brown Advisory
- Broyhill Asset Management LLC
- Bruce M. Wiener Financial Planner
- Bruellan Wealth Management Family Office Services
- Burges Salmon
- BUCEPHALE ASSET MANAGEMENT
- Buffington Mohr McNeal
- Bulfinch Family Office
- Bull Wealth Management Group
- Burns Advisory Group
- Burr Pilger & Mayer
- Burroughs Wellcome Fund
- Bush Foundation
- Butterfield Bank (Guernsey) Limited
- Cabot-Wellington, LLC
- Caledonia Investments plc
- Calibre Family Office
- California Community Foundation
- California Endowment
- Canadian Family Futures Inc.
- Canica AS
- Cape Capital AG
- Capital Analyst of Jacksonville
- Capital Development Associates
- Capital Management Advisors S.A.
- Capital Management Group Inc (CMG)
- The Capital Partnership Limited
- Capricorn Investment Group
- The CAPROCK Group
- Capsicum Private Office LLP
- CapTrust Financial Advisors
- Carey Group
- Carl Domino Associates
- Carnegie Corporation of New York
- Carret Asset Management, LLC
- Carruth Management Llc
- Castlestone Management
- CA Wealth Advisors
- Catalyst Fin.Planning and Inv. Management, Inc
- CBA Asset Management
- CBIZ MHM, LLC
- CDL Family Office Services
- Cedar Street Advisors
- Cedrus Financial – Family Office Services
- Centric Wealth
- Centrum Bank
- Century Wealth Management
- Cervantes Capital LLC
- Chamberlain Family Offices
- Charles A. Barragato & Co.
- Charles D Haines Llc
- Charles Street Securities, INC.
- Charter Trust
- Chatham McKinley Partners Family Office
- Chemolio Management AG
- Cherry Tree Family Office
- Cheryl Howard & Associates
- Chiaravalli & Partners GmbH
- Chicago Community Trust
- Chilton Investment Company
- Chinquapin Trust Co
- Church House
- CI Investments
- Citrin Cooperman Wealth Management, LP
- Clarfeld Financial Advisors
- Claridge, Inc. – Stephen R. Bronfman Family Office
- Clarity Family Office AG
- Clark & Horner
- Clavis Family Office
- Clearbrook Partners
- Clearlake Advisors, LLC
- Clear Eight Capital
- Clerville Investment Mgt. LLP
- Cleveland Foundation
- Client Associates (CA) Link
- Cloud Break Advisors
- Cluster Family Office
- C.M. Capital Management
- Cobblestone Capital Advisors
- Coenen Family Office
- Cofib – Compagnia Fiduciaria di Beni S.p.A.
- Colborne Financial Advisors
- Coldstream Capital Management
- Collier Enterprises
- Colorado Trust
- Comerica
- Commenda Family Office
- Commerce National Bank & Trust
- The Commerce Trust Company
- Commerzbank
- Commonweal Foundation
- Commonwealth Investments
- Commonwealth Bank & Trust Company
- Communities Foundation of Texas
- Compagnia di San Paolo
- Compagnie Privée de Gestion Primatrust SA
- Compass Advisory Group
- Complementa Investment – Controlling Ltd.
- Concierge Family Office
- Concord Asset Management
- Confluence Family Office LLC
- Congress Wealth Management
- Connecticut Family Office – Haviland & Sams
- Connecticut Investment Management
- Connectum Capital Management AS
- Connemara Family Office Management
- The Connors Family Office
- Conrad N. Hilton Foundation
- Consigliare Management Company
- Constellation Wealth Advisors
- Contango Capital Advisors, Inc
- Continental Grain Company
- Contreva Management A.G.
- Convergent Wealth Advisors
- Cooperfund, Inc.
- Coppertree Ltd
- Cordusio Fiduciaria
- Core Capital Management, LLC
- CoreStates Capital Advisors, LLC
- Cornerstone Advisors, Inc.
- Cornerstone Family Office, LLC
- Corporate Family Office SIM
- Cortland Associates, Inc.
- Cotsen Family Office, LLC
- Cottonfield Family Office
- Courtyard Capital Management LLC
- Covenant Multifamily Offices, LLC
- Coventa Advisory & Family Office Services
- Coyle Asset Management Company
- CR Capital
- Credit Suisse Securities (USA) LLC
- Crestone Capital Advisors LLC
- Croford
- Crow Holdings
- Crowe Wealth Management LLC
- CSI Capital Management
- Cukierman Family Office
- Curran Family Limited Partnership
- Cymric Family Office
- Cynex Family Office bvba
- Cypress Wealth Management, LLC
- Dancing Bear Investments Group
- Daniele Vaillend Family Office Services
- Daniels Fund
- Dara Capital Ltd.
- Daszkal Bolton LLP
- David and Lucile Packard Foundation
- The Davidson Group
- DCA Global
- de Picciotto Family Office
- DeBartolo Family Foundation
- Decosimo
- Delmore Asset Management Ltd.
- De Pury Pictet Turrettini & Cie
- De Rendtmeesters
- Desjardins
- Deutsche Bank Private Wealth Management
- Deutsche Family Office GmbH
- Dewhurst Torevell & Co Ltd
- DGC Invest, LLC
- Dignitas
- Dimension Capital Management, LLC
- Discovery Capital Management Corp.
- DIRECT INVEST AG
- Diversified Financial Management, Inc
- Dixcart
- DL Investment Partners
- Doris Duke Charitable Foundation
- DLS Capital Management Limited
- DM Partners Ltd.
- Dobbs Management Service, LLC
- Dolan Family Office
- Dölberg Family Office Limited
- Doris Duke Charitable Foundation
- Dorset Management LLC
- Dublin Capital Partners -A Lenfest Enterprise Fund – Lenfest Enterprises, LLC
- Dubitsky & Behrens
- Dunham & Associates Investment Counsel
- Dyvi AS
- East Hill Management Company
- Edna McConnell Clark Foundation
- Edward Greenlee, CPA
- EFO Holdings, L.P.
- EH & P Investments AG
- EisnerLubin LLP
- EKS&H
- Elsasser & Partner A.G. Family Office Services
- Elysien Private Wealth & Real Property
- Elystone Capital
- Encore Management S.A.
- Enenbach & Associates
- Engenheiros Financeiros & Consultores
- Enspire Capital Pte Ltd
- EQUINOXE INVESTMENTS S.A.
- Erskine Family Office
- Erskine Stone & James
- Enspire Capital
- Espirito Santo Financial Group, SA
- Ethos Advisors Pvt. Ltd.
- Ética Family Office S.A.
- Eton Advisors, L.P.
- ETS Capital Management, LLC
- Etude von Gunten
- EuroCapital Advisors
- Euro Family Office S.L.
- Evergreen Family Office
- Ewing Marion Kauffman Foundation
- Excaliber Capital
- Exeter Capital Partners
- Eximius Family Office
- Experta AG
- Extorel Gmbh
- F&F Family Office
- F.B. Heron Foundation
- Factum AG Vermögensverwaltung
- The Fairman Group
- Fairway Wealth Management
- Falcon Investment Management
- Family Asset Management
- Family Capital Management
- Family Endowment Partners
- Family Financial Architects, Inc.
- Family First – Family Office
- Family Office Advisors
- Family Office Andorra
- The Family Office Co.BSC(c)
- Family Office – Consulting
- The Family Office – Hayes Knight
- Family Office International SA
- Family Office Investment Advisors
- Family Office Research, LLC
- Family Office Resources
- Family Office Services, Inc.
- Family Office Specialist
- Family Wealth Advisory Group
- Family Wealth Concepts
- Family Wealth Counselors, LLC
- Family Wealth Consulting Group
- Family Wealth Management Services
- FamilyOfficeNetwork L.L.C
- FATHOM HELLAS
- Febert & Associates, LLC
- Federal Street Advisors
- FERGUSON PARTNERS FAMILY OFFICE
- Feri Institutional & Family Office GmbH
- Feri Family Trust GmbH
- FF&P Asset Management Limited
- FFC Capital Corporation
- FGMK, LLC – Family Office Services
- FIBA Financial
- Fidelity Family Office Services
- Fidelis Family Office
- Fiducia Wealth Management
- Fiduciary Trust Company International
- FiduLex-Engineering SA
- Filament, LLC
- Financial Clarity, Inc.
- Financial Controllers Inc
- Financial Guardian Group Ltd.
- Financial Management Partners
- Financial Vision
- Financière MJ
- FINAPORT Ltd.
- FINARC SA
- FinaVestment
- Finova
- First Advisory Group
- First Affiliated Holdings, Inc.
- First Foundation Advisors
- First Long Island Investors, LLC
- First National Bank
- First Spring Corporation
- FIRSTUNITY
- Firstenburg Family Office
- Fisher Family Office LLP
- Fixia Fiduciaria
- Fleming Family & Partners Limited
- Flinn Foundation
- Floreat Family Office Services AG
- Florian & Partners Ltd.
- Flossbach & von Storch AG
- FOFM, LLC
- Fondazione Monte dei Paschi di Siena
- FONS S.A.
- Fontis Family Office
- FOP Gestion AG
- Ford Family Foundation
- Fordam
- FORM – Family Office Research and Management
- FORTIORI Family Office Ltd.
- Fortress Family Office Group
- FORUM Family Office GmbH
- The Forum Finance Group SA
- Forvest Trust
- Foster Investment Consulting
- Founders Financial Network
- Four Partners S.r.l.
- FO Swissprivate AG
- Franklin Street Investment Advisors (Family Office Services)
- Franz Moser Consulting
- Freedom Forum
- Frey Family Office
- Friedman, Suvalle & Salomon
- Friesen | Rebec & Associates
- Frontline Management AS
- Frost Wealth Management Services
- FTI Schonbraun McCann Group
- Fuchs & Associés Finance
- Fulcrum Asset Management
- Fuller Landau – Family Office Services Inc.
- Fursa Alternative Strategies LLC
- Fürst & Partner GmbH
- FUTR Family Management, LLC
- FVS Family Office
- GADD & Cie S.A.
- Galapagos Partners L.P.
- GAM Fund Management Limited
- Garnet Group
- Gaskins Family Office
- Gatemore Capital Management, LLC
- GCC Family Wealth Management
- Geller Family Office Services LLC
- Genbridge
- Genedon Asset Management S.A. (GAMSA)
- General Mediterranean Holdings
- General Motors Asset Management
- Generation Alfa SA Wealth & Family Office Services
- Genevalor Benbassat & Cie
- Geneva Wealth Capital Management SA
- GenSpring Family Offices
- GEN Capital
- Gerber & Co.
- Gerofin S.A-Multi Family Office
- Gestar Family Office Services
- GGBWealthcare (GGB)
- GIFT Investment House
- Giso Finance SA
- GKM Ventures
- Glassman Wealth Services LLC
- Glenmede Investment and Weath Management
- Global Capital Associates
- Global Family Office
- Global Portfolio Strategies
- Global Wealth Management SA
- Glowacki Group
- GLS Capital Management
- Golden Leaf Foundation
- Goodman – Private Wealth Advisors
- Gordon and Betty Moore Foundation
- Gordon Asset Management
- Gorelick Brothers Capital, LLC
- Gosset Grainville Family Office
- Grable Foundation
- Graff Capital Management AG
- Graf Repetti – Family Office Group
- Granville Capital Inc.
- GreenBull Investment Management Ltd.
- Green Capital
- Green Cross Capital Pty Ltd (GCC)
- Green Investment Counsel
- Greenway Family Office, LLC
- Gresham Partners, LLC
- Greycourt & Co.
- Gries Financial – Family Office Services
- Griffin’s Private Wealth Management GmbH
- Grosvenor Limited
- GS Wealth
- GTA Worldwide LLC
- Guggenheim Partners
- Guidato Family Office
- Gustavia Swiss Trust S. A. Family office
- Halbert, Hargrove, Russell, LLC
- Hall Capital Partners LLC
- Hamilton Investment Strategies Inc.
- Hanseatic Asset Management LBG
- Harbourton Enterprises
- Harris myCFO
- Harrison Street Capital
- Harvest Financial Advisors LLC
- Hawksford International
- Hawthorn PNC Family Wealth
- Hayashi & Wayland
- Hayden Harper
- HBK Investments Advisory SA
- Heartwood
- Heinz Family Office
- Heinz Family Philanthropies
- Helvar Merca Oy Ab
- Helvetic Trust
- Hemenway & Barnes
- Henry J. Kaiser Foundation
- Henry L. Hillman Foundation
- Henry Luce Foundation
- Heritage Wealth Counselors
- HG CAPITAL, LLC
- Hicks Holdings, LLC
- HighMark Capital Management, Inc.
- Highmount Capital, LLC.
- Hillview Capital Advisors
- HNW Capital Management Ltd.
- HNW Family Office A.G.
- Ho Bee Investment Ltd
- Höegh Capital Partners (HCP)
- Hoffman Associates, Inc
- Holdun Family Office
- Homrich Berg
- Honestas Finanzmanagement GmbH
- Horizon21 AG
- Horizon Advisors SA
- Hottinger & Partners
- How & Associates
- HQ Trust of Harold Quandt Holdings
- HSBC Private Bank
- Hudson Advisor Services, Inc.
- Huizenga Capital Management
- HULTHAGE FAMILY OFFICE
- Hunt Capital Group – Lamar Hunt Family
- Huntington Family Office
- Husch Blackwell, LLC
- Hwa Family Office
- I3 Advisors Inc.
- Ian Cain – Strategic Advisory LLP
- ICFO - INTERNATIONAL CORPORATE & FAMILY OFFICE S.à r.l.
- ICN Holding
- IDS Capital
- IFA Family Office
- IFM Group
- IHAG Private Bank
- INCUE Wealth Management
- Independent Family Office LLC
- Industrifinans
- Ingleside Investors LLC
- Insinger de Beaufort
- Insubriasuisse Family Office SA
- Integritas Investment Group, LLC
- Intermarket Asset Allocation Fund SPC Ltd
- International Finance Services
- Intertrust Group Holding S.A.
- The Intracoastal Family Office at Capital Guardian Wealth Management
- Intrinzia Family Office
- Intrepid Capital
- InTrust Advisors
- Intuitae
- Inverness Counsel, Inc.
- Investment Partners Inc.
- Investor AB
- Investarit AG
- InvesTrust
- Investure, LLC
- IP Strategies
- Iskandar Investment Berhad
- ISP Financial Services Ltd.
- IWP Wealth Management, LLC
- J. Paul Getty Trust
- J.P. Jeanneret Associates, Inc.
- Jacobs Holding AG
- Jacobus Wealth Management, Inc.
- Jakob Consulting
- James Irvine Foundation
- Janvier Participations
- Japa International
- jchim Family Office
- Jeeves Group Family Office
- Jewish Federation of Metro Chicago
- Jeffrey Pattinson Family Office
- The Jeffries Family Office
- Jenny Azia – Family Office Services
- Jersey Trust
- JGT Treuunternehmen reg
- J. I. Kislak, Inc
- JM Family Enterprises, Inc.
- JMS Family Office
- Joe W. and Dorothy Dorsett Brown Foundation Center
- Johnston Carmichael Chartered Accountants & Business Advisers
- John S. and James L. Knight Foundation.
- John Trask & Associates
- Johnson Investment Counsel
- jonathanfry plc
- Jones Day
- Jones & Quinlisk, LLC
- Jopa Family Office
- The Jordan Family Office
- Jordans
- Joyce Foundation
- JoycePayne Partners
- J.P. Morgan Asset Management
- JRS Asset Management
- JUÁREZ & ASOCIADOS
- J & T Roush Family LLC
- Julius Bär Family Office AG
- Juniper Wealth
- KADORA
- Kaiser Ritter Partner
- Kanaly Trust Company
- Kardia, Family Wealth Counseling
- Karrig Strategic Capital
- Karpos Investment
- Katsura Suzuki Consulting
- Kaya Capital
- KCG CAPITAL ADVISORS
- KCS Services Limited
- Kedge Capital Partners Limited
- Keel Point Advisors, LLC
- Keep Bermuda Beautiful (KBB)
- Kehrli & Zehnder Global Wealth Management AG
- Kemnay Advisory Services UK Ltd
- KENDRIS private AG
- Kensington Investments Company, Inc.
- Kerr Financial Corporation
- Kestrel Asset Management, LLC
- Keswick Management Inc.
- Key Capital Advisors, Inc.
- K. Hartwall Invest Oy
- Kharafi National W.L.L.
- Khronos
- Kibble & Prentice Family Office
- Kier Global LLC
- Kingsbridge Trust Company – Private Wealth Management
- Kingston Smith LLP
- Klesch & Company Limited
- KKP Group, LLC
- Kobo Wealth Conservancy & Family Office
- Koffler Group
- Konowitz, Kahn & Company, P.C.
- Kotak – Family Office Services
- Krieger Ruderman & Co Family Office
- Kronos SA
- Krüger Family Office GmbH
- KRUSEN FAMILY OFFICE
- KS Capital Management, Inc.
- Kurzman Eisenberg Corbin & Lever, LLP
- Kutchins, Robbins, & Diamond, Ltd.
- Labrusca Family Office AB
- La Fontaine Family Office
- Lagane Family Office
- Laird Norton Tyee
- Lakeshore International Management Inc.
- Lampe Vermögenstreuhand GmbH
- Landert Family Office AG
- Landmark Advantage Multi Family Office
- Lane Insurance Agencies Ltd.
- Laputa Financial Advisors, Inc.
- LarrainVial
- Lassus Wherley Family Office
- Lau Associates LLC
- Laurus Solutions
- LBJ Family Wealth Advisors, Ltd
- LBW
- LCM Wealth Management Limited
- LDB and Partners
- LeBruin Private Ltd.
- Lee Financial Corporation
- Legacy Family Office, LLC
- The Legacy Planning Group Inc.
- Legacy Trust Company
- Legacy Wealth Group
- Legg Mason Investment Counsel
- Leonsis Family Office
- Lenox Wealth Management
- Leumi Overseas Trust Corporation Ltd.
- Levi Kim & Associates Pty Ltd.
- Lexington Family Office Services
- LFS Multi Family Office S.A.
- LGT Group
- Libertà Family Office Services
- Lido Consulting, Inc.
- Lifschultz Investments
- Lindsey Family Office Services, Inc.
- L Investments
- Litman Gregory Asset Management, LLC
- Live Oak Family Offices
- LMM Family Office Trust reg.
- Loeb Partners Corporation
- LOHR + COMPANY GmbH
- Lombard Odier Darier Hentsch & Cie
- Londinium Family Office LTD
- London & Bath
- Long-Term Solutions LLC
- Lord North Street Limited
- Loring, Wolcott & Coolidge Office
- Lowenhaupt Global Advisors
- Lowland Capital Partners B.V.
- Lugen Family Office Inc.
- LyonRoss Capital Management LLC
- Madison Family Office
- MAI Wealth Advisors LLC
- Maine Community Foundation
- Maitland Group
- Major League Investments
- Makara Capital
- Mancell
- Manchester Capital Management LLC
- Mandaris
- Mantucket Capital Management
- Marcard, Stein & Co
- Marcuard Family Office AG
- Marc Rich Holding
- Marcum LLP
- Marcus Investments, LLC
- Mariner Wealth Advisors, LLC
- Market Street Trust Company
- Marquette Asset Management
- Marsh Family Office Services
- Marshall Street Management
- Marston Capital Partners Limited
- Massey, Quick & Co., LLC
- Matlock Capital LLC Family Office
- MaxCap Partners LLP
- MB Investment Partners, Inc.
- McKean & McMills Multi Family Office
- MCM Family Office
- MCO Financial Management
- MdF Achievers Family Office
- Meadows Foundation, Inc.
- Meeder & Seifer GmbH
- Meeschaert Family Office
- MENZIN FAMILY OFFICE
- Mercator Trust Company Limited
- Merck Finck Treuhand AG
- Meristem
- Merrill Lynch Private Banking
- MGI
- Michael Koff & Associate
- Michael Pellegrino, Inc.
- Midland Family Office
- Milken Family Foundation
- Miller Copper & Co., Ltd.
- Milvilla Asociados
- Minneapolis Foundation
- Mirador Family Wealth Advisors
- MIRELIS INVESTRUST SA
- Miven Family Office
- Mohammad Al-Mojil Group
- Moneta Group, LLC
- Moneta Group
- Mont-Blanc Financial Services Ltd.
- Moore Stephens Monaco
- Moreland Management Company
- Morgan Stanley Private Wealth Management
- Mornington Services Pte Ltd.
- Morris Family Office
- Morrison, Brown, Argiz & Farra, LLP
- Morrows – Morrows Private Wealth
- Moss Adams Wealth Advisors LLC
- Motion Capital GmbH
- Morse Capital Partners
- Mount Capital
- Mourant Limited
- Mousse Partners
- MSD Capital, L.P.
- Mueller-Moehl Group
- Münster Stegmaier Rombach Family Office
- Murphy Family Office
- Murray Capital
- Mutual Trust
- Myer Family Office Ltd.
- Nationalny Kosmicheski Bank
- Nautilus Trust – Family Office
- Nean Wealth Advisors Ltd.
- Negele Sele Frommelt & Partner
- Network Services Pte Ltd.
- Neue Privat Bank
- Nevada Management Services
- Newport Private Capital
- New Providence Asset Management L.P.
- New Wealth Advisors
- New York Community Trust
- Nexia ASR Family Office
- Nieuwe Parklaan Family Office
- Nine Thirty Capital (Jacobson Family Investments)
- Nord Capital
- Norfolk Foundation
- North American Management
- North Forty Management LLC
- Northern Trust
- Northwood Family Office LP
- Northwood Stephens Private Counsel Inc.
- Norton Family Office
- NOVANCES Family Office
- NQ International
- Nuarbour Partners Llc
- Nuveen Global Family Office
- o3 Capital
- OAKS Family Office
- Oak Hill Capital Management, LLC
- Oak Trust
- Octogone Family Office S.A.
- Ohana Advisors
- OJM Group – Jarvis & Mandell, LLC
- Okabena Advisors
- Olayan Europe Limited (OEL)
- Okabena
- Omanoff America, LLC
- Omega Asset Management Ltd.
- Onninen Oy
- Oppenheim Vermögenstreuhand GmbH
- Optivest, Inc.
- Orbit Private Asset Management
- Orion Trust AG
- Ornitag AG
- Ortelius Capital Partners, LLC
- Oxford Financial Group, LTD
- P2a Swiss Expertise Ltd & Family Office
- P+P Pöllath + Partners
- Pallas Athena
- ParenteBeard
- Park Agency, Inc
- Park Sutton Advisors
- Pasquesi Sheppard LLC
- Pathomsak Holdings Company
- Pathstone Family Office, LLC
- Patterson Thoma Family Office
- Peakview Advisors, LLC
- PEH Wertpapier AG, Oberursel.
- Pemigewasset Capital, LLC
- Peninsula Family Office LLC
- Pepper International LLC
- Pepper of Pepper International
- Peppermint Financial Partners
- PERGAM Finance
- Pergament Advisors, LLC
- Perin & Dallazem
- Peritus
- Perkins Coie Capital Management, LLC
- Persimmon Capital Management, LP.
- Peters, Schönberger & Partner GbR
- Pew Charitable Trusts
- Philadelphia Foundation
- Phillips Financial
- Pictet and Cie
- Pinnacle Family Advisors
- Pisces, Inc.
- Pitcairn
- Pitcher Partners
- Pittco Management LLC
- Plancorp, Inc
- Planned Financial Services
- Plante Moran Financial Advisors
- Plough Penny Partners
- Plurigestion SA
- Podium inWEALTH SA
- Polk Brothers Foundation
- Portcullis Family Office Pte Ltd.
- Portelet Family Office AG
- Portolani Family Office
- Praxis NV
- Presidio Financial Partners LLC
- Presidio Wealth Management LLC
- PrideCo Capital Management, LLC
- Prime Advisory Group AG
- Prime Family Office (Switzerland) LLC.
- PRISM Partners LLC
- Pritzker Group
- Privatbank IHAG Zürich AG
- Private Client Partners – Family Office Bank
- Private Client Services, Inc – Family Office
- Private Family Office
- Pro Fiducia Treuhand AG
- Profile Family Office
- Profile Finance
- ProMark Global
- Prosperitas Group
- Providence Capital
- PRS Investment Advisory
- PWS Family Office
- Quadrangle Group Family Office
- Quanta Family Office
- Quantum Family Office
- Quilvest Family Office of Quilvest Banque Privée
- Quilvest Switzerland, Ltd.
- Quilvest Dubai Ltd.
- Quintessence Group, Ltd.
- Quieribus Mediation & Family Office
- Quilvest USA
- RAFFA
- Rainier Group, Inc.
- Ramella Family Office
- Rasmuson Foundation
- Rathbone Trust Company Limited
- Raveh-Ravid & Co.
- RayLign Advisory LLC
- Raymond James Trust
- RDA Ventures
- Redico Management Group
- Red Lion Family Office LLC
- RegentAtlantic Capital, LLC
- Regis Management Company
- Reid Family Office
- Reliance International, LLC
- Remington Family Office
- Rentrop Family Office
- REYL Private Office Sàrl
- Richard King Mellon Foundation
- Richardson Partners Financial
- Rick Johnson Family Office, LLC
- Rinald Tax Services – Family Office Services
- RINET Company, LLC
- Riviera Family Office
- RLT Ruhrmann Wuller Partner
- Robert Bergstrom
- Robertson Financial Group
- Robertson, Griege & Thoele
- Robert Wood Johnson Foundation
- Rockefeller and Co.
- Rockefeller Financial
- Rogers Family Office
- Rosetta Investments, Ltd.
- Rothschild Family Advisory
- Rothstein Kass Family Office Group
- Round Table Services LLC
- RP Richter & Partner
- RubinBrown, LLP
- S4 CAPITAL, LLC
- Saad Investments Company Limited
- Sabadell Bank & Trust
- Sal. Oppenheim jr. & Cie. KGaA
- Salem Partners Wealth Management LLC
- Samagest SA
- Sand Aire
- Sands Brothers
- Savant Capital Management, Inc.
- Schallehn Family Office GmbH
- Schoeller Bank – Family Office
- Schooner Capital, LLC
- Schwab Family Office Services
- Scobag Privatebank AG
- SCS Financial
- Seavest Family Office
- Sequoia Treuhand Trust reg.
- Seiler LLP
- Senat
- Seneschal LLC
- Sentinel Trust Company, LBA
- Sentinel Wealth Advisors LLC
- Serficom Family Office SA
- Serficom Family Office Brasil Gestão de Recursos Ltda
- Serficom Family Office Inc.
- SFG Wealth Planning Services, Inc.
- SGG Corporate Services – Family Office
- Shelterwood Financial Services LLC
- Signature Financial Management, Inc.
- Siller & Cohen
- Silver Bridge Family Office Partners
- Silver Bridge Advisors, LLC
- Silvercrest Asset Management Group
- SilverStone Group
- Sinara Capital Management SA
- Sinitus AG
- Skillman Foundation
- Skipper Capital Family Office
- SkyBridge Capital
- SMC Family Office
- Smedvig Family Office
- Smith & Williamson
- Societe Generale Bank & Trust (Middle East)
- SoHo Family Office
- Sonntag & Partner Family Office
- Sousa & Weber, LLP.
- Southport Wealth Management
- Sovereign Family Office
- Sovereign Wealth Management, Inc.
- Space Family Office
- Spängler Family Office
- Sparta Group, LLC
- Spectrum Value Management Ltd.
- Speechly Bircham LLP
- Springcreek Advisors, LLC
- Spruce Private Investors, LLC
- Steadfast Management Company
- Stelac Advisory Services LLC
- St. Louis Trust Company
- St. George’s Trust Company Ltd.
- Stamford Privee
- Standard Bank Trust Company (Isle of Man) Limited
- Stanhope Capital
- Starfin SA
- Starling International Management Ltd.
- Stelac Advisory Services LLC
- Stenham
- Stenner Investment Partners, Richardson GMP
- Sterling Private Wealth & Family Office Counsel
- Sterling | Trustees
- Stolar Family Office LLC
- Stonehage
- Strategic Capital Investments Advisors, Inc.
- Streamline Family Office, Inc
- Sullivan & Serwitz
- Sumnicht & Associates
- Suntrust Investment Co. SA
- Super Partes Multi Family Office
- Swiss Financial Management Worldwide SA
- Swiss Harvest Family Office GmbH
- Swiss Network Family Office
- Swiss Private Family Office
- Sykes Anderson
- Synovus Family Asset Management
- Tacita Capital Inc.
- TAG Associates LLC
- TAG Eisner LLC
- Tailwind Advisors
- Tanglewood Family Office
- Tao Trust Group
- Tapestry Family Office and Philanthropy
- Taurus Wealth Management Ltd.
- TC Family Office
- Telemus Capital Partners
- Terrapin Partners, LLC & Terrapin Asset Management
- Thalmann & Verling
- The Boston Family Office
- The Commerce Trust Company
- The Lynde and Harry Bradley Foundation
- The Oxford Group of Lake Success
- THOMAS FAMILY OFFICE
- THOMAS JACKSON FAMILY OFFICE, INC.
- ThomasLloyd
- Thominvest Oy
- Threshold Group – Family Office Services
- Tiberius Asset Management AG
- Tiedemann Trust Company
- Tillman Hartley, LLC
- Timonier Family Office, Ltd.
- Titlis Wealth Management AG
- Tolleson Wealth Management
- TowerHill Wealth Management, LLC
- Train, Babcock Advisors LLC
- Travis Bowen, PC – Family Office
- Trident Trust Company (Singapore) Pte. Ltd.
- Trilliance Capital AG
- Trippon Wealth Management Group
- Truepoint Capital
- Trusted Family Advisors, LLC
- TS Trustee Suisse AG
- Turcan Connell Family Office
- Turim
- Ty Danjuma Family Office Ltd.
- UBS Sauerborn Family Office
- Udell Associates
- U.S. Trust, Bank of America Private Wealth Management
- Udell Associates
- Ultra Finanz AG
- Unicorn Administration
- Universal Advisory Services
- Untracht Early Family Office
- URALSIB Financial Corporation
- US Bank Private Client Group
- Valartis Bank
- VALUEworks
- Vanesco Management Ltd.
- Van Leer Group Foundation
- Varnum
- Veco Multi Family Office
- VergePointe
- Veritable Investment Consultants, LP
- Veritage
- VermogensGroep
- VGD Family Office
- Vigil Wealth Management AG
- Vista Wealth Management, LLC
- Vistra SA
- Vogel Consulting Group, S.C.
- Vos Family Office
- VP Bank
- Vulcan Inc.
- Wade Wealth Management
- Wallace Foundation
- Warrick Family Office
- Washington Trust Bank
- Waterland Investment Services
- Waterline Partners
- Watermark Asset Management, Inc.
- WaterStreet Family Wealth Counsel
- WaterStreet Group Inc.
- Wates Family Holdings
- Waypoint Advisors
- Wealth Management Consultants, Inc.
- Wealth Management Group
- Wealth Management Limited
- Wealth Touch
- Weaver Investment Company
- Wegelin & Co. Private Bankers
- Wellcome Trust
- Wells Fargo Family Wealth
- Werner & Associados
- Werner Capital LLP
- Wescott Financial Advisory Group
- Western Mideast
- Westport Resources
- Wetherby Asset Management
- WGFM
- WHI Capital Partners
- Whittier Trust Company
- Wildwood Wealth Management, LLC
- Wilhelm von Finck AG
- William S Abell Foundation
- Wilmington Family Office
- Wilmington Trust Company
- Wilson Price Wealth Management, LLC.
- Winslow, Evans, & Crocker, Inc.
- Winthrop Rockefeller Foundation
- Withers Bergman
- withersworldwide – Family Office Services
- WiltonGroup
- WLD Enterprises Inc.
- WMS Partners
- Wolfson Group
- Woodland Management
- World Trend Financial
- WorthPartners
- Wright Family Office, Inc.
- Wright, Johnston & Mackenzie LLP
- WSH Deutsche Vermögenstreuhand
- WYNNES Family Office Pte Ltd.
- Yillionaire Family Office
- Yolles-Samrah Wealth Management
- Young America Capital, LLC - Weinstein & Formanek CPAs & Family Office Advisors
- Youngstreet & Cowhill
- ZAR Fund Group LLC
- Zarrow Family Office, LLC
- Ziff Brothers Investments
- Zurich Alternative Asset Management, LLC
- Silver Bridge Advisors
Institutional Investment Consulting Firms
- 20/20 Financial Advisers L.L.C.
- 401(k) Ventures
- A.G. McDonald Consulting
- Alan Biller and Associates
- Alpha Investment Consulting Group, LLC
- Aon Corporation
- API Asset Performance, Inc
- Arnerich, Massena & Associates
- Ashbridge Investment Management, LLC
- Asset Services Company
- Asset Strategy Consultants
- Beacon Hill Financial
- Beacon Pointe Advisors
- Bear Stearns & CO. Inc. Investment Consulting Group
- Becker, Burke Associates
- Bert & Associates, Inc
- Bidart & Ross, Inc.
- BMO Nesbitt Burns
- Bolton Partners, Inc.
- Brinker Capital
- Brockhouse & Cooper International, Inc.
- Callan Associates, Inc.
- Cambridge Financial Services, LLC
- Canterbury Consulting Incorporated
- Capital Advisory Group
- Capital Fiduciary Advisors
- Capital Securities Management, Inc.
- Captrust Financial Advisors
- CDR Financial Products, Inc.
- Chartwell Consulting
- Clark Strategic Advisors
- ClayBorne Group, LLC
- Clearbrook Investment Consulting
- Colonial Consulting, LLC
- Commonwealth Consulting Corporation
- Conry Asset Management, LLC
- Convergent Wealth Advisors, LLC
- Cornerstone Financial Advisors
- CRA RogersCasey
- Credit Suisse Group
- CS Capital Management, Inc
- CSG Holdings, LLC
- CTC Consulting, LLC
- Cumbie Advisory Services, Inc.
- Curcio Webb, LLC
- Dabney Investment Consulting Associates, Inc.
- Dahab Associates, Inc.
- Dakin Partners, LLC
- Davis LLP
- Demarche Associates, Inc
- Deutsche Bank AG
- Deutsche Bank Securities Inc.
- DiMeo Schneider & Associates, L.L.C.
- Dobbs, Ram & Company
- Dover Consulting Group
- EACM Advisors LLC
- ECA Investment Group, Inc.
- Eckler Ltd.
- Edward Jones
- Eleven O’clock Associates, LLC
- Ennis Knupp + Associates
- Equitas Capital Advisors, LLC
- European Actuarial & Consultancy Services (EURACS)
- Evaluation Associates LLC—A Milliman company
- Federal Street Advisors, Inc.
- FFR Advisory
- Fidelity Financial Group
- First Mercantile
- FIS Group
- Freedom One Financial Group
- FSC Securities Corporation
- Fund Evaluation Group, LLC
- Gray & Company
- GRS Asset Consulting
- Hackett Valine & MacDonald, Inc.
- Hamilton & Company
- Hamilton Lane
- Hammond Associates
- Hartland & Co.
- Heritage Investment Group
- Hewins Financial Advisors
- Hewitt Investment Group
- HFR Asset Management, LLC
- Highland Associates, Inc.
- Highland Consulting Associates, Inc.
- Holbein Associates, Inc.
- Hooker and Holcombe
- Ibbotson Associates
- Ifc Advisory CO
- Infinex Financial Group
- Informa Investment Solutions, Inc.
- Innovest Portfolio Solutions, LLC
- Institutional Consulting Group – A Division of Rogers Capital Management, Inc.
- Institutional Investors Consulting Company
- International Research & Asset Management, Inc.
- InterSec Research
- Investment Consulting Group
- Investment Guild
- IPEX, Inc.
- J.H. Ellwood & Associates
- Janney Montgomery Scott LLC
- Jeffrey Slocum & Associates
- Johnson Custom Strategies, Inc.
- Johnson Sterling, Inc.
- Johnston Investment Counsel, Ltd.
- JPMorgan Chase & Co.
- Kennedy Capital Management, Inc.
- Kline & Company, Inc.
- Klosterman Capital Corporation
- KPMG Investment Advisors
- KR Wealth Management, LLC
- Lake Partners Strategy Consultants, Inc.
- Larry Thompson & Associates, Inc.
- Lazard Asset Management LLC
- LCG Associates
- Legg Mason, Inc.
- Lehrer Financial & Economic Advisor Services
- Lowery Asset Consulting
- LYNX Investment Advisory, Inc.
- Mangham Associates, Inc.
- Marco Consulting Group
- Marquette Associates, Inc.
- Cleary Advisors Inc.
- Meketa Investment Group
- Mercer Investment Consulting, Inc.
- Merrill Lynch & Co., Inc.
- MFS Investment Management
- Milliman USA
- Moneta Investment Consulting, Inc.
- Monitoring and Evaluation Services
- Montford Associates
- Morgan Keegan & Co., Inc.
- Morgan Stanley
- National Fiduciary Advisors Inc
- New England Pension Consultants
- Newport Capital Advisers, Inc
- Northwestern Mutual Financial Network
- Oppenheimer & Co. Inc
- Oxford Group, LTD
- Pacific Portfolio Consulting, LLC
- Paladin Capital Management
- Penad Pension Services Limited
- Pension Consulting Alliance
- Pension Fund Evaluation
- Pensions Investment Research Consultants Ltd
- Pershing LLC
- PFM Advisors
- Phoenix Investment Partners
- Pierce Park Group
- Planning Alternatives, Ltd.
- Plante & moran Financial Advisors
- Portfolio Advisors, LLC
- Portfolio Consulting Group, Inc.
- Portfolio Evaluations, Inc.
- Premier Capital Advisors, Inc.
- Prime, Buchholz & Associates, Inc.
- Proteus Peformance Management
- Prudential Investments
- Punter Southall & Co. LLC
- R. V. Kuhns & Associates, Inc.
- Raymond James Financial, Inc.
- RBC Dain Rauscher
- RDM Financial Associates
- Resource Mangement, Inc.
- Robert Harrell, Incorporated
- Rocation Investment Advisors
- RP Consulting Group, Inc.
- Safe Harbor Asset Management
- Savant Capital Management, Inc.
- SCM Strategic Capital Management AG
- Segal Advisors, Inc.
- Smallwood Capital Management
- Smith Hayes Financial Services
- Smith, Collins, & Associates, Inc.
- Southeastern Advisory Services, Inc.
- Sovereign Financial Services, LLC
- Specialist Pension Services Limited
- Standard Valuations, Inc.
- Stephenson & Company
- Stifel Nicolaus & Company, Inc.
- Stolper & Company
- Strategic Capital Advisors
- Strategic Capital Investment Advisors, Inc.
- Strategic Capital Management
- Strategic Capital Management, Inc.
- Strategic Investments Group
- SubAdvisor, LLC
- Summit Advisors
- Summit Strategies Group
- Sumnicht & Associates, LLC
- Sylka Schneider Consulting
- The Bryton Companies
- The Buckley Group, L.L.C.
- The Carmack Group
- The Chamberlain Group
- The Commonwealth Group, LLC
- The Concord Advisory Group, Ltd.
- The Cottonwood Group
- The Monroe Vos Consulting Group, Inc.
- The Plexus Groupe LLC
- The SCO Retirement Planning services
- The Townsend Group
- The World Markets Company PLC
- Towers Perrin
- Tremont Partners & Company, Inc.
- UBS Financial Services Inc.
- USI Consulting Group
- Vestech Securities, Inc.
- Vision Wealth Management, Inc.
- Wachovia Securities Consulting Services Group
- Wainright Investment Counsel, Inc.
- Warner Group, inc.
- Watershed Investment Consultants, Inc.
- Watson Wyatt Investment Consulting
- Wealth Management Associates, LLC
- West Capital Management
- Wilmington Trust Company
- Wilshire Associates Inc.
- WisdomTree Investments
- WOOD Consulting Services, Inc.
- Wurts & Associates, Inc.
- Yanni Partners, Inc.
- Yon-Drake & Associates, Inc.
- Ziegler Principal Group
Wealth Management Firm Listings
- 1875 Finance SA
- 21st Century Wealth Management
- 3A SA
- AAL Advisors at large SA
- Abacus Planning Group
- Abacus Wealth Partners
- Abridge Partners
- Abundance Technologies Inc.
- Acacia Wealth Advisors
- Accredited Investors Inc
- ACIES Asset Management SA
- Aclon Finance SA
- Addvision Partners SA
- Administration et Gestion SA
- Advanced Investment Techniques SA
- Advent Software
- Aequitas Capital Management
- Affentranger Associates SA
- AFW Wealth Advisors
- AGDI SA
- AGEFOR S.A
- Al Frank Asset Management
- Alder Financial Group
- Alex Rüst Asset Management
- Alexander Randolph Advisory
- Algonquin Advisors
- Allodium Investment Consultants
- Altair Advisers
- Altavista Wealth Management
- Alternative Investments Consulting
- Altfest
- Amadeus Fiduciaire SA
- Ambrosetti Family & Business Governance SA
- American Financial Advisors LLC
- AMI Investment Management
- Angus Advisory Group, LLC
- Appleton Partners, Inc.
- AQN Advisors, Inc.
- Arcora Gestion SA
- Argent Wealth Management Inc.
- Arlan SA
- AS Associated Contractors S.A.
- Aspect Capital SA
- Aspiriant
- Asset Preservation Advisors
- Athena Capital Advisors
- Atherton Lane Advisers LLC
- Atlantic Trust Private Wealth Management
- Atlas Brown
- Atlas Capital SA
- Atlas Management SA
- Atlas Wealth Management, LLC
- ATRIUM Wealth Management
- Aurelia Finance SA
- Austin Asset Management Company
- Austin Investment Management
- Ayrshire Assocates Inc.
- B. & A. Czech
- Back Bay Financial Group
- Badgley Phelps & Bell Inc.
- Balasa Dinverno Foltz
- Balat Investments SA
- Baldwin Investment Management LLC
- Ballentine Finn & Co.
- Baloise-Anlagestiftung
- Bank Sal. Oppenheim jr & Cie (Switzerland) AG
- Banque Morval
- Barnes-Pettey Financial Advisors
- BasTrust Corporation Limited Geneva Branch
- Baydush Simon Weaver Investment
- BBR Partners LLC
- BBVA Wealth Solutions, Inc.
- BCB Asset Management SA.
- Beacon Financial Advisors
- Beacon Pointe Advisors
- Bedel Financial Consulting
- Bedell Suisse
- Berger, van Berchem & Cie
- Berkshire Asset Management
- Berna
- BGC Capital Markets (Switzerland) LLC
- BHCO Capital Management Inc.
- Bingham, Osborn, and Scarborough
- BlackRock Investment Management (UK) Ltd
- BMG Brun & Meyer Gestion SA
- BNP Paribas Asset Management
- Boston Research and Management
- Bour, Aquila & Partners SA
- BPI Fiduciaire SA
- Briaud Financial Advisors
- Bridgecreek Investment Management
- Bridgewater Wealth Management, LLC
- Brighton Jones, LLC
- Brightworth LLC
- Brinton Eaton Wealth Advisors
- Bristlecone Advisors LLC
- Brouwer and Janachowski
- Brown and Tedstrom, Inc.
- Brownson Rehmus & Foxworth
- Bruellan SA
- Bruxinter SA
- Bryan Garnier & CO limited
- Buckingham Asset Management
- Budros, Ruhlin & Roe, Inc.
- Burroughs Hutchinson Inc.
- Burt Associates, Incorporated
- Cabot Money Management
- Cadaret Grant & Co Inc
- Cadinha & Co
- Calibria Financial Services SA
- California Financial Advisors
- Calvert Group, ltd.
- Cambridge Connection
- Cambridge Investment Research, Inc.
- Camden Capital Management
- Camden Financial Management
- Capelli Financial Services
- Capital Advisors Inc.
- Capital at Work (Suisse) SA
- Capital Growth SA
- Capital Guidance SA
- Capital International Funds
- Capital Investment Counsel Inc.
- Capital Investment Services of America, Inc.
- Caprinco Gestion SA
- Carlson Capital Management
- Carnegie Asset Management SA
- Carolina Capital Consulting
- Carousel Finance SA
- Carret Asset Mgmt. LLC
- Catalyst Financial Planning and Investment Management
- CATAM Asset Management AG
- CBA Asset Management S.A.
- CBIZ Financial Solutions
- Charles D Haines LLC
- Charles D. Hyman & CO
- Charles Schwab
- Chess Financial Corporation
- Chmielewski, Rochat
- Choate Investement Advisors
- Circle wealth management
- Citadel Finance SA
- Citco (Suisse) S.A.
- Citigroup Global Markets Limited
- Clarfeld Financial Advisors
- Claver SA
- Clifton Gunderson Financial Advisors
- CNL Bank Wealth Management
- Cobblestone Capital Advisors LLC
- Codeval SA
- Cofigen SA
- COGEF Ltd liab. Co
- Coges Corraterie Gestion SA
- Cogespa Compagnie Pour LA
- Coldstream Capital Management
- Collins Stewart Europe Limited
- Columbia Asset Management
- Compagnie d‘Investissement
- Compagnie Privée de Gestion
- Compass Financial Advisors
- Comprehensive Money Mgmt. Services
- Connors Investor Services Inc
- ContiFina Asset Management
- Convergent Wealth Advisors
- CooksonPeirce Investment Management
- Coordinated Capital Securities, Inc.
- Coprigest SA
- Corazon Capital (Suisse) SA
- Coreli Management SA
- Corrigan Financial Inc.
- Coninco Wealth Management
- Creative Capital Management
- Creative Planning Private Wealth Management
- Crédit Agricole (Bahamas) SA
- Credo Group Holdings Limited
- Crestone Asset Management
- Crestwood Advisors LLC
- CSI Caledonian Swiss Investment SA
- CSI Capital Management
- Cynthia L. Conger CPA, PA
- Cypress Trust Company
- D. B. Root and Company
- D. K. Brede Investment Management Company, Inc.
- D.L. Blain and Company
- Danco Asset Management SA
- David Vaughan Investments Inc.
- DB Finance SA
- DCA Global Wealth Management
- de Pury Pictet Turrettini & Co. LTD
- Delen (Suisse) SA
- Delessert Financial Services, Inc.
- Delman SA
- Deloitte & Touche Investment Advisors
- Delta Wealth Mgmt.
- Deutsche Bank AG
- Deutsche Bank Private Wealth Management
- DEXIA Asset Management Luxembourg SA
- Diastole Wealth Management
- Diesslin & Associates
- Dodge & Cox Investment Manager
- Dolefin SA
- Douglas C Lane & Associates
- Dryden Wealth Management Ltd
- Dukre Asset Management SA
- Dumont & Blake Investment Advisory
- Durbin Bennett Peterson
- Dynagest SA
- E.I.M. Long Only SA
- Edge Capital Partners
- Edgemoor Capital Management
- EFG International
- EFG Trust Company (Switzerland) SA
- Electic Associates, Inc.
- Elinvest Sàrl
- EMC Gestion de Fortune SA
- Emerald Asset Advisors LLC
- Emerson Investment Management
- Emery & Howard Portfolio Management
- EMGE Finance SA
- Empirical Wealth Mgmt
- Empyrion Wealth Management
- Encore Management SA
- Equation SA
- Equitas SA
- Essential Advisors Inc.
- Etude von Gunten
- Eubel Brady & Suttman Asset Management
- EuroCapital Advisors
- Eurogestion & Partners S.A.
- Evanston Investments Inc.
- Evensky and Katz
- Exclusive Trust Services SA
- Experta AG
- Fairway Wealth Management, LLC
- Federal Street Advisors
- FFG Forum Finance Group S.A.
- FFR Advisory
- FGMK/Preserv. Cap. Ptns.
- Fiduciaire Equity Trust AG
- Fiduciaire Fidulex SA
- Fiduciary Investment Advisors
- Filament, LLC
- Financial Advantage, Inc.
- Financial Advisory Corporation
- Financial Clarity Inc
- Financial Management Partners
- Financial Partners Capital Management
- Financial Planning Association of Australia Ltd
- Financial Security Advisory
- Financial Security Group, LLC
- Financial Synergies Asset Mgmt
- Financière SBA (Suisse) SA
- FINARC (Financial Analysis Research Consulting) S.A.
- Finial Capital Management SA
- First Republic Investment Management
- Fisher Investments
- Foldes Financial Mgmt Inc.
- Fontaine Securities SA
- Forte Capital LLC
- Fortune Wealth Partners SA
- Forvest Trust SA
- Foster & Motley Inc.
- Foster Group Inc.
- Founders Financial Network LLC
- FOX (Family Office Exchange)
- Frederick T. Kutscher Associates, Inc.
- Freed Advisors
- Freestone Capital Management
- Friedman and Associates
- Frost National Bank
- Fuchs & Associés Finance (Suisse) SA
- Future Benefits Inc.
- G & R Finance SA
- GADD & Cie S.A.
- Gap, gestion active et personnalisée SA
- Garnet Group
- Garrison Asset Management
- Gatemore Capital Management
- GDM Advisory Group
- Geneva Asset Management, S.A.
- Geneva Capital Management Ltd.
- Geneva Trustees SA
- Genèvalor, Benbassat et Cie
- Genforex & Finance SA
- GenSpring Family Offices
- Geremant SA
- Gestion de Patrimoine du Rhône SA
- GF Geneva Finance SA
- Gibraltar Capital Management, Inc.
- Gilbert Andrey Consulting SA
- Gilissen & Partners SA
- Glickenhaus and Co.
- Global Keys SA
- Global Strategic Finance SA
- Global Wealth Management SA
- Global Wealth Management Solutions
- GM Advisory Group, Inc.
- GMB Gestion & Finance SA
- Golden Lion SA
- Goldstein Munger and Associates
- Grandfield & Dodd LLC
- Granite Investment Advisors
- Grassi Inv. Mgmt
- Green Square Capital, LLC
- Gresham Partners
- Greycourt & Co., Inc.
- GTM Global Trust Management SA
- Guggenheim Partners, LLC
- Guyasuta Investment Advisors
- GVD Asset Management S.A.
- GW and Wade
- H L Zeve Associates, Inc.
- Halbert Hargrove
- Halcyon Wealth Advisors
- Harbor Financial Group
- Hardesty Capital Management
- Hawthorne PNC
- HBS SA
- HC Financial Advisors Inc.
- Helm Investment Management
- Helvetica Wealth Management Partners AG
- Hengehold Capital Management LLC
- Heritage Finance & Trust Company
- Heritage Fund Management SA
- Highline Wealth Management
- Highmount Capital
- Hillview Capital Advisors
- Hirtle, Callaghan, and CO
- HM Capital Partners
- Hokanson Capital Mgmt.
- Holcombe Financial Inc.
- Homrich Berg, inc.
- Honkamp Krueger Financial Services
- Hopwood Financial Services
- Horacio Leis
- Horizon Advisors
- Hottinger & Cie Banquiers Privés
- Hottinger Capital Corporation
- Houlihan Fin. Res. Group, Ltd.
- HTG Investment Advisors
- Huber Financial Group LTD
- Hudson Valley Investment Advisory
- Huet & Cie
- Human Investing
- Hutchinson Capital MGMT
- IAM Independent Asset Management SA
- Icaza, S.A.
- IDS Capital SA
- IFM Independent Financial Managers SA
- IFM Trust S.A.
- Independent Service Company
- ING Investment Management (Suisse)
- INGOT Brokers SA
- Innovest Portfolio Solutions
- Insinger Trust (Genève) SA
- Institute for Private Investors
- Integrated Wealth Management
- Integris Wealth Management
- Intertrust Group Holding S.A.
- Investec Trust (Switzerland) S.A.
- Investglob SA
- IPI Asset Management Inc.
- Ironwood Investment Counsel
- IWM Independent Wealth Management SA
- Jackson Financial Mgmt
- Jacques Delafontaine
- Janiczek & Company LTD
- Jean-Mairet & Cie SARL
- Jean-Philippe, François & Emmanuel Hottinger & Co.
- JJC Investment Sàrl
- JMG Financial Group, Ltd.
- Joel Isaacson & Co
- John G Ullman & Assoc Inc
- Johnson Investment Council, Inc.
- JoycePayne Partners
- JV Bruni and Company
- JVL Associates
- JWA Financial Group Inc.
- Kahler Financial Group
- Kanawha Capital Management
- Keane, Mathez & Cie
- Keats, Connelly and Associates
- Kepler Capital Markets SA
- Key Asset Management (UK) Limited
- King Investment Advisors
- Kuhn & Carson Inc.
- Kulvik & Cie SA Conseils financiers
- L Roy PAPP & Associates LLP
- Lanham O’Dell & Company Inc.
- LarsonAllen Financial
- Lassus Wherley
- Lau Associates
- LBA Wealth Management
- LDB & Partners
- Lebenthal, Alexandra, and James
- Lee Financial Corporation
- Legacy Consulting Group
- Legacy Wealth Management
- Legend Financial Advisors
- Legg Mason I. C. and Trust Co, N.A.
- Leisure Capital Management, Inc.
- Lemantrust SA
- Lesesne Capital Management Inc.
- Levitt Capital Management
- Lewis and Mathews Investment Management
- Lewis Financial Management
- Light House Capital Mgmt. – See Fisher Investments
- Lightyear Advisors SA
- Litman/Gregory Asset Management
- Lodestar Investment Counsel
- Longitude Capital
- Longitude Investment S.A.
- LP PARTNERS
- Luther King Capital Management
- Lydian Capital Advisors S.A.
- M.F.A. Finance SA
- Madison Wealth Management
- Mairs and Power Inc.
- Manchester Capital Management
- Marble Bar Asset Management (Switzerland ) SA
- Marco Investment Management LLC
- Mariaux Chèvre & Cie
- Maryland Capital Mgmt
- Massey Quick & Company LLC
- Matrix Wealth Management SA
- Mcdonnel Investment Management
- MCR, Mariaux Chèvre de Raemy & Cie
- MCT Asset Management SA
- Medieval Int SA
- Merrill Lynch Bank (Suisse) SA
- Messidor Finance SA
- Mignon Genève SA
- Milestone Group Inc.
- Millennium Global Asset Mgmt LLC
- Miller Russell & Associates
- Mintz Levin Financial Advisors
- Mirabaud Asset Management AG
- MIRELIS INVESTRUST SA
- Mission Wealth Management
- Mitsubishi UFJ Wealth Management Bank, Ltd
- Modera Wealth Management
- Modern Portfolio MGMT
- Moneta Group Investment Advisors
- Mont-Blanc Financial Services Ltd
- Montpensier Gestion SA
- Morgan Keegan
- Morgan Stanley
- Morton Capital Management
- Mosaic Financial Partners
- Moss Adams Wealth Advisors LLC
- MSCI Barra
- Mt Eden Inv. Advisors LLC
- Multifinance SA
- Muriel Siebert & Co., Inc.
- My CIO Wealth Partners
- National Financial Partners
- Nedfin Management SA
- Nelson Capital Management
- Netting and Pace, CPA’s
- Neumann Capital Management
- New England Guild Inc.
- Newport Group Securities
- NIYASA Capital Management Ltd
- Nordgestion SA Asset Management
- Northeast Financial Consultants
- Northstar Asset Management LLC
- Notz Stucki & Cie SA
- Novos Planning Associates
- NTV Asset Management
- O. Altschuler and Associates SA
- O.S.L. Finance SA
- OCM Odyssey Capital Management Sàrl
- Octamar Trust Company Sàrl
- Octogone Gestion SA
- Odebourg Gestion SA
- Ogorek Wealth Mgmt. LLC
- Olaechea Cannock Maria Magdalena
- Old North Advisors LLC
- Olson Mobeck Investment Advisory
- Olson Wealth Group
- Onesco
- Optima Asset Management Inc.
- Optimal Investment Services SA
- Optimum Investment Advisors
- Osborne Partners Capital Management
- Oxford Financial Group
- Oxford Investment Partners
- P. Kiener & Cie
- Pacific Asset Management LLC
- Palisade Capital Management
- Parsec Financial Management Inc.
- Parthenon LLC
- Patriot Investment Management
- Patten & Patten Inc.
- Paul Comstock Partners
- Payne Financial Advisors
- Peak Financial Management
- Pennone & Partners SA
- Pennsylvania Capital Management Inc.
- Perry Capital Management Inc.
- Pershing Advisor Solutions, LLC
- Phanar Asset Management AG
- Philibert Frick
- Philip V. Swan Associates LLC
- PHMJ Sàrl
- Phoenix Advisors SA
- Pierre Besuchet (Gérance de fortunes)
- Pillar Pacific Capital Management
- Pinney & Scofield Inc.
- Plancorp, Inc.
- Planning Alternatives, LTD
- Plante Moran Financial Advisors
- Plurigestion SA
- Portailprivé SA
- PPCmetrics SA
- Prentiss Smith & Co Inc.
- Presidio Wealth Management
- Prime Partners SA
- PrimePartners Asset Management Pte Ltd
- Primior Capital SA
- Privagest SA
- Private Asset Management Inc.
- Private Capital Management, Inc.
- Private Management Group
- Private Ocean
- Private Wealth Management
- Pro Gestion SA
- Proper Analysis Corporation
- Quaker Capital Management Group
- Quality Asset Management Personal SA
- Quellos Capital Management
- Quest Capital Management
- QUETZAL ASSET MANAGEMENT SA
- R. W. Rogé & Co., Inc.
- Radnor Financial Advisors
- Ramsey and Associates
- Rathbone Brothers PLC (Rathbones)
- RCL Advisors
- Redwood Investment Advisors LTD
- Reech CBRE Alternative Real Estate LLP
- RegentAtlantic Capital, LLC
- Reinhart Partners, Inc.
- Relative Value Partners, LLC
- Resource Consulting Group
- Resource Management, Inc.
- Retirement Planning Specialists
- REYL & CIE S.A.
- REYL Private Office Sàrl
- Reynders McVeigh Capital Management
- Rhicon Currency Management (UK)
- Rhône Consultants SA
- Richard K Mellon & Sons
- Rinet Co LLC
- RiskMetrics Group
- Rive Investissements SA
- RM Davis Inc
- RMB Captial Management
- RNC Capital Management
- Robertson, Griege, and Thoele
- Roble Belko and Co.
- Rogers Capital Mgmt. LLC
- Roof Advisory Group
- Round Table Services
- Rowland Carmichael Adv., Inc.
- RS Crum, Inc.
- RSI Asset Management SA
- RSM Mcgladrey Inc.
- Ruggie Wealth Management
- Rushmore Investment Advisors
- Ryan Investment Management
- S.W. Childs Management Corp
- Saad Financial Services SA
- SAFDICORP, S.A.
- Sage Financial Group LLC
- SAGM SA de Gestion Medicis
- Salem Partners Wealth Management
- Sandberg & Partners SA
- Sandberg Steenman SA
- Sanders Financial Management
- Sanosa Gestion SA
- Sather Financial Group
- Savant Capital Management
- Schiavi + Dattani
- Schultz Financial Group
- Schwab Charitable
- Scope Capital Advisory SA
- Scott & Selber Inc.
- Sefi SA
- Segetia Wealth Management S.A.
- Select Consulting, Inc.
- Selvi & Cie SA
- Sentinel Wealth Management
- SEQUOIA ASSET MANAGEMENT SA
- SFF Investment Funds SA
- SG Financial Advisors
- SGF Finance SA
- Sharkey Howes & Javer Inc
- Sherrill & Hutchins Financial
- Shine Investment Advisory Services
- Sigma Investment Management Company
- Signature FD
- Signature Financial Management
- Siligmueller Financial Management
- Silvercrest Assest Management Group
- Singer Xenos Wealth Management
- SJS Investment Consulting
- SM SOCIETE MANDATAIRE SA
- Smith Affiliated Capital Corp.
- Société Anonyme Financière Genève
- Socinvest Finance S.A
- Sodiprivés Société d‘Etudes et d‘ Investissements
- Soditic S.A.
- SOL Capital Management Company
- Soprigest Société Privée de Gestion SA
- South Texas Money Mgmt
- United Capital
- Spectrum Advisory Services Inc.
- SpinosaNogues Financial Advisors (Linsco Private Ledger)
- Spire Wealth Management
- Spraker Wealth Management
- St. Johns Wealth Management
- Stack Financial Mgmt
- StanCorp Investment Advisors
- Stanford Investment Group
- Steele Capital Management, Inc.
- Stein Roe Investment Counsel
- Stepp & Rothwell Inc.
- Sterling Capital Management
- Steven L. Pomeranz Financial Mgmt.
- Stevens Wealth Management
- Stolper & Company Inc.
- Strategic Capital Trust Company
- Strategic Wealth Advisors, LLC
- Strategic Wealth Partners
- Summit Asset Management LLC
- Summit Financial Strategies
- Sumnicht and Associates
- Suntrust Investment Company SA
- Svanoe and Thompson LLC
- SVM Swiss Value Management SA
- Swicorp
- swisspartners Investment Network AG
- SYM Financial Corp
- Symmetry Partners
- T + M Trusteeship and Management Services SA
- T.H.E. Family Office
- Tag Associates
- Tara Capital SA/ ML Capital
- Target Financière SA
- Tarpley and Underwood F.A.
- Taurus Financial Services SA Gérance de fortunes
- Technomart Investment Advisors
- Telemus Capital Partners
- Terry Mcdaniel & Company
- The Colony Group, LLC
- The Fairman Group
- The Family Firm
- The Financial Advisory Group
- The Glowacki Group
- The Investment Council Co.
- The Karras Company, Inc.
- The Lubitz Financial Group
- The MDE Group
- The Monitor Group, Inc.
- The Mutual Fund Store -Saint LO
- The Portfolio Strategy Group Inc.
- The ST. Louis Trust Company
- The Wealth Conservatory, Inc.
- The Windsor Group LTD
- Thompson Inv. Mgmt.
- Threadneedle Portfolio Services Limited
- TMF Services SA
- Tocqueville Asset Management LP
- Tolleson Private Wealth Management
- Tortoise Investment Management
- Towneley Capital Management, Inc
- Trendtrust SA
- Trillium SA
- Trinity Financial Advisors
- Trovena
- True North Advisors LLC
- Truepoint Capital
- Tueta Gestion SA
- UBP Gestion Institutionnelle SA
- UBS Financial Services, The Abrams Group
- UBS Wealth Management
- UBT Finance SA
- Unigestion SA
- Union Capital Group
- Univalor Trust SA
- V.L. & Associes Gerance De Fortunes SA
- Valartis Wealth Management SA
- Valaxis SA Asset Management
- Valcourt SA
- Valicenti Advisory Services Inc.
- Vantage Inv. Advisors LLC
- Vector Wealth MGMT LLC
- Veritable LP
- VERITY Wealth Advisors
- Versant Capital Management
- Virginia Investment Counselors
- Vista Capital Partners Inc.
- Vistra SA
- Vonwiller SA
- W L Achenbach & Associates Inc.
- Wade Financial Group
- Wagner Capital Management Corp
- Wallington Asset Mgmt DIV/BART
- Watamar & Partners SA
- Waterline Partners
- Water Oak Advisors
- Waypoint Advisors
- Waypoint Wealth Advisors
- Wealth Enhancement Group
- Wealth Mgmt. Consultants
- Weatherly Asset Management
- Wedge Associates SA
- Weiss Peck & Greer Investments
- Welch Hornsby & Welch
- Wells Fargo Private Bank
- WESCAP Management Group
- Wescott Financial Advisory Group
- West Financial Services, Inc.
- Westmount Asset Management
- Wetherby Asset Management
- Wilmington Trust FSB
- Windsor Advisory Group
- Wipfli Hewins Investment Advisors
- Wipfli Hewins Investment Advisors, LLC
- Withers -Bergman
- Woodley Farra Manion Portfolio
- WTAS
- Wycombe Financial Services SA
- YCMNET Advisors
- YellowWood Financial Advisors
- Yeske Buie
- YHB Investment Advisors Inc.
- Zdenek Financial Planning
- Zellinvest SA
- Zemenick & Walker Inc.
- Zhang & Associates Ameriprise Financial