Firms We Serve
Partnering with premier wealth management firms across the country. Discover a coast-to-coast network of independent practices defined by local market insight, sophisticated wealth leadership, and a collective commitment to doing things differently. You lead. We lift.
Firm Office Locations
Browse the offices of the firms we serve or filter by state. Click on an office name to go to their website.
Supervisory Office
100 Sterling Parkway, Suite 307
Mechanicsburg, PA 17050
(717) 791-3300
12 Stones Capital Group
Las Vegas, NV
12stonescapitalpartners.com
American Financial Group, LTD
1055 Westlakes Drive, Suite 300
Berwyn, PA 19312
afmgplanning.com
Avid Wealth
Dominion Place 23119 IH 10 W
Building 20
San Antonio, TX 78257
(210) 864-3333
avidwp.com
AxisPoint Wealth
1005 7th Ave S, Suite 900
Nashville, TN 37212
(615) 622-4900
axispointwealth.com
Bagnato Wealth Management
100 Pennsylvania Ave. Suite 1
Irwin, PA 15642
(412) 215-2145
bagnatowealth.com
Catalyst Financial
2455 Washington Ave, Suite 101
Conway, AR 72032
(501) 358-3733
catalystf.com
Clark Financial Planning
908 Baltimore Street
Hanover, PA 17331
(717) 969-8922
clarkfinancialplanning.net
Cool Hollow Financial
273 Lincoln Way East
Chambersburg, PA 17201
(717) 496-4093
coolhollowsolutions.com
Crockett Financial Services
1421 East Third Street, Suite 200
Williamsport, PA 17701
(570) 322-1313
crockettfinancial.com
Dynasty Wealth Partners
420 Madison Ave, STE 550
Toledo, OH 43604
dynastywp.com
Ember Wealth Management
Las Vegas, NV
Encore Wealth Management
Mt Pleasant, SC
EPG - Executive Planning Group
100 Sterling Pkwy, Suite 307
Mechanicsburg, PA 17050
epgservices.com
EWA - Equilibrium Wealth Advisors
381 Masnfield Ave. Suite 200A
Pittsburgh, PA 15220
ewa-llc.com
Financial Finesse Services PA
111 East Uwchlan Avenue Exton
PA 19341
financialfinesseservices.com
Kish Financial Solutions
115 South Main Street
Lewistown, PA 17044
(717) 247-6291
mykish.com
Legacy Partners Wealth Management
100 Sterling Pkwy, Suite 307
Mechanicsburg, PA 17050
(717) 791-3310
legacypartnerswm.com
Levels Wealth Partners
800 S Gay St. Knoxville
TN 37929
(865) 304-8234
levelswealth.com
Mohan Financial
2065 W Riverstone Dr, Ste 105
Coeur d’Alene, ID 83814
(425) 647-8255
mohanfinancial.com
Promontory Wealth Management
900 S Gay Street, Suite 2305
Knoxville, TN 37902
(865) 417-3895
promontorywealthmgmt.com
Prospire Financial
111 East Uwchlan Avenue Exton
PA 19341
(484) 348-6200
prospirefinancial.com
Rivers Edge Wealth Management
525 3rd Street, Suite 200
Beaver, PA 15009
(412) 526-8554
riversedgewm.com
Sideling Hill Financial
79 West Main St
Hancock, MD 21750
(301) 678-5030
sidelinghillfinancial.com
Summit & Sage Capital
Mt. Pleasant, SC 29466
(980) 809-2159
Summit Pointe Advisors
100 Sterling Pkwy, Suite 307
Mechanicsburg, PA 17050
(717) 791-3365
summitpointeadvisors.com
The Snook Group
100 Sterling Parkway, Suite 306
Mechanicsburg, PA 17050
(717) 791-3402
thesnookgroup.com
Thrive Financial Partners
7930 W Kenton Circle, Suite 250
Huntersville, NC 28078
(704) 997-5160
mythrivefinancial.com
Tideland Financial
3753-1 Cardinal Point Dr.
Jacksonville, FL 32257
UFG Advisors
111 East Uwchlan Avenue
Exton, PA 19341
(610) 458-7900
ufgadvisors.com
uFinancial Group | Headquarters
100 Sterling Pkwy, Suite 307
Mechanicsburg, PA 17050
(717) 791-3300
ufinancialgroup.com
Valor Strategic Wealth
7930 W Kenton Circle, Suite 250
Huntersville, NC 28078
(704) 286-1414
valorstrategicwealth.com
W Financial Partners
510 Walnut Street, Suite #1630
Philadelphia, PA 19106
(215) 383-2824
wfinancialp.com
Wienken Wealth Management
3949 S. Atherton Street
State College, PA 16801
wienkenwealthmanagement.com
Willow House Advisors
699 Unionville Road
Kennett Square, PA 19348
(610) 444-3344
willowhouseadvisors.com