Our Partners
Our partners range from broker-dealers to insurance companies, marketing organizations, and more.
We partner with hundreds of organizations to bring effective, affordable marketing solutions to financial services professionals. Here is a partial list of many of the organizations with whom we have partnerships; when you click on your organization, you will be able to log in to a custom Advisor Portal experience that is customized for your organization.
If you don’t see yours listed below, please be sure to give us a call, as we are constantly growing our list.
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- 1919 Investment Counsel
- 1st Global Capital Corporation
- AAA
- Advest Partners
- Advisor Group
- Advisor Solutions
- AG Edwards
- AICPA
- Allegacy Investment Group
- Alliance of Cambridge Advisors
- Allianz IIG
- Allianz Variable
- AM&M Financial Services
- American Century Investments
- American National
- American Portfolios
- Ameriprise Financial
- Anderson & Strudwick
- Annuity Shoppe
- AssetMark
- Associated Securities Corp
- Ausdal Financial Partners
- Baird
- Bancnorth Investment Group
- BancorpSouth
- Bank Leumi
- Bank of Albuquerque
- Bank of Arizona
- Bank of OK
- Bank of Oklahoma
- Bank of Texas
- BB&T
- BB&T Wealth
- Berthel Fischer
- Blue Chip Circle Club
- BMO Harris Financial Advisors, Inc.
- BMO Private Bank
- BNY Mellon
- BOH
- BOH Kalai
- BOK Financial
- BOK Financial Corporation
- Boston Institute of Finance
- Broadridge
- Broadridge Matrix
- Broker Dealer Financial Services Corp.
- Brokers Financial
- Buckingham Strategic Wealth
- Cadaret Grant
- Calton & Associates
- Cambridge Investment Research, Inc.
- Cantella & Co.
- Capital Analysts
- Capital Synergy Partners
- Capital West
- CBIZ
- CCF Investments, Inc.
- Centaurus Financial Inc
- Cetera Financial Group
- CF
- CFA Institute
- Charles Schwab
- Charles Schwab
- Chemung Canal
- City National
- City Securities Corporation
- Client One Securities, LLC
- ClienTracs
- Coastal Wealth
- Colorado State Bank and Trust
- CommonWealth Financial
- Commonwealth Financial Network
- CommunityOne Bank, N.A.
- Consumer IQ LLC
- CP Advisors
- Crowell, Weedon & Co.
- Crown Capital
- CUNA Brokerage Services, Inc.
- CUSO
- Cypress Capital Group
- D A Davidson
- Dain Partners
- Deere Employees Credit Union
- DH Hill
- Dow Jones
- Duncan-Williams, Inc.
- Dynamic Wealth Advisors
- Eagle One Investments
- Eaton Vance Investment Counsel
- Ed Jones
- EISI
- EK Riley
- eMoney
- Envestnet
- Envision
- Equity Advisor Solutions
- Essex National Securities, Inc.
- Evolutionize
- Ferris, Baker Watts, LLC
- Fidelity Investments
- Fifth Third
- Financial Engines
- Financial Independence Group
- Financial Management Network
- Financial Planning Association - Philadelphia Tri-State Chapter
- Financial Strategies
- Fintegra
- First Allied
- First Citizens
- First Command Financial Services, Inc.
- First Horizon
- First Midwest Bank
- First National Bank of Omaha
- FLP
- Focus Financial Partners
- FolioDynamix
- Foothill Securities
- Foresters
- Foundation for Personal Financial Education
- Founders Financial
- Fox Financial Planning Network
- FP
- FSC Securities Corporation
- FTB Advisors
- FundQuest
- Garret
- Gateway Service Group
- GenAm
- Geneos Wealth Management, Inc.
- General Pension
- Genworth Financial
- Gilman and Ciocia
- Girard Securities
- Glenmede
- Gradient Advisors
- Gradient Securities
- Grapevine 6
- Great American Financial Resources, Inc.
- Great American Insurance Group
- GWN Securities, Inc.
- H&R Block
- Halliday Financial
- Hartford Life
- Hawthorn
- Hazlett Burt & Watson
- HD Vest
- HD Vest
- Hilliard Lyons
- Hilliard Lyons
- Hilltop Securities
- HSBC
- ICS Bank & Trust Group
- Independent Financial Group, LLC
- Infinex Credit Unions
- Infinex Financial Group
- ING
- ING Financial Partners
- Innovation Partners LLC
- InnovativeMoneySoftware
- International Assets Advisory
- Intrust
- Intrust
- INVEST Financial Corp
- Investacorp, Inc.
- Investigo
- Investment Centers of America
- Investment Professionals, Inc.
- Investors Capital
- J.P. Turner & Company, LLC
- Jack Cramer
- Janney Montgomery Scott LLC
- Jefferson Pilot Secutities
- JHS Capital Advisors
- JP Morgan Chase
- JW Cole Financial
- Kalos Financial
- KC Life
- Kestler Financial Group
- Kestra Financial
- Key Investment Services
- Key Private Bank
- KMS Financial Services, Inc.
- Kovack Securities
- Lafayette Life Insurance Company
- Lance Insurance
- Leap Systems
- LifeCare Gateway
- LifeMark Partners
- LifeMark Securities Corp
- Lincoln Financial Advisors Corp.
- Lincoln Investment Planning
- Lipper
- LPL
- LPL Financial
- M&T Bank
- Madison Avenue Securities, LLC
- MassMutual Financial Group
- McAdam
- Megastar Advisors, LLC
- Mercer Advisors
- Merrill Lynch
- Merrill Lynch
- Metavante
- MetLife
- MFS
- Midwestern Securities Trading Company, LLC
- Minnesota Life
- Mobank
- Money Concepts
- Montalto-Weil
- Moors & Cabot Investments
- Morgan Keegan
- Morgan Stanley
- Morgan Stanley Smith Barney
- Morningstar
- Mutual of Omaha (MOIS)
- Mutual of Omaha Advisors
- Mutual Service Corp
- Mutual Trust
- My Provident
- NAEPC AEP
- NAEPC MC
- NAIFA
- National City
- National Financial Services Group
- National Planning Corporation
- Nations Financial Group
- Nationwide
- Nationwide
- Navy Credit Union Trust Services
- Navy Federal Financial Group
- New England Financial
- NEXT Financial Group
- NFP Securities 2
- Northern Trust
- NSIConnecticut
- NSILebanon
- NSIOther
- NSISalem
- Ohio National
- Old National
- OneAmerica
- Open
- Oppenheimer
- OT
- Pacific West
- PacLife
- Parkland Securities, LLC
- Penn Mutual
- Peoples Bancorp Inc.
- People's United Bank
- Pershing
- PFPC
- Pie Tech
- Placemark Investments
- PlanMember Services
- PlexusFinancial
- PNC
- Premier Agents
- Principal
- PrivateBank
- Pro Equities
- Professional Prospecting Systems
- profiles
- Prospera Financial Services
- Prudential Financial
- Prudential Financial
- QR
- Quest Capital
- Questar Capital Corporation
- Ray Lucia
- Raymond James
- Raymond James & Associates
- Raymond James Assoc
- Raymond James IAD
- RBC Correspondent Services
- RBC Wealth Management
- RBC Wealth Management
- Redtail Technology
- Regal Financial Group
- Regal Securities
- Regions Bank Wealth Management
- Regions Institutional Services
- Rekon Intelligence
- Resource Horizons
- RIA Broadridge
- RiverSource
- Ronald Blue & Co., LLC
- Royal Alliance
- RSM
- RSM
- SA
- SA Stone Wealth Management
- Sagemark Consulting
- SagePoint Financial
- Schwab Institutional Services
- Seaside National Bank & Trust
- Securian
- Securities America
- Securities Management & Research
- Securities Service Network
- SEI
- Senior Market Sales
- Sentinel Benefits and Financial Group
- Shareholders Services Group
- Sigma
- Signator
- SII Investments
- Smarsch
- Sorrento Pacific Financial, LLC
- Southern Farm Bureau Life Insurance
- Southwest Securities
- Spire Investment Partners
- StanCorp Investment Advisers
- Standard & Poor's
- Sterne Agee
- Sterne Agee Financial
- Stifel Nicolaus
- Strategic Financial Alliance
- Strategic Financial Alliance, Inc.
- Summit Alliance
- Summit Brokerage Services Inc.
- Summit Financial Resources, Inc.
- Sunbelt Securities
- Sungard
- Sungard Wealth
- SunLife
- SWS Financial Services
- Synergy Investment Group
- Synovus Bank
- Tag Advisory Services
- TD Ameritrade
- The Commerce Trust Company
- The Guardian
- The Investment Center
- The Standard
- The Vanguard Group
- Thomson PPC
- Thrivent Financial
- Trade Eagle
- Transamerica Retirement Solutions
- Triad
- Triad Advisors
- True North Financial Services, Inc.
- Trust Company of Illinois
- TrustCore
- Trustmark
- UBS
- Union Banc
- United Capital
- United Planners
- US Retirement Partners
- US Wealth Mgmt
- USAA
- USAA Wealth Management
- Uvest
- VALIC
- Vanguard
- Vantage Benefits
- Veritrust Financial
- Virtue Advisors
- VOYA
- VOYA Financial Advisors, Inc.
- VOYA RIA
- VSR Financial Services
- Wachovia
- Waddell & Reed
- Waddell & Reed Ivy Funds
- Waddell & Reed Ivy Funds Independent
- Washington Mutual
- Waterstone Financial Group
- Wealth Planning Solutions
- Webster Bank
- Wedbush
- Wells Fargo
- Wilbanks Securities, Inc.
- Williams Financial Group
- Wolters Kluwer
- Woodbury Financial
- Woodbury Financial Services
- WRP
- Wunderlich Securities