|
Firm Name
|
Type of Advisor
|
Aberdeen Asset Management Inc.
|
Money Managers
|
Advent Software Inc.
|
Technology/Software Firms
|
Agro-Ecological Investment Management
*
|
Money Managers
|
Albourne America LLC
|
Investment Services
|
Altamount Capital Management Pvt. Ltd.
*
|
Multi-Family Offices
|
Amstar
|
Money Managers
|
Anchin, Block & Anchin / Platinum Advisory Group
|
Multi-Family Offices
|
ANZ Private Bank and Trustees Ltd.
*
|
Bank or Trust Companies
|
Aperio Group, LLC
|
Money Managers
|
AQR Capital Management
|
Money Managers
|
Archway Technology Partners
|
Technology/Software Firms
|
Argos Partners, LLC
|
Multi-Family Offices
|
Artemis Investment Management Limited
*
|
Money Managers
|
Artio Global Investors
|
Money Managers
|
Ashbridge Investment Management, LLC
|
Investment Services
|
Asset Consulting Group, Inc.
|
Investment Services
|
Asset Preservation Advisors
|
Wealth Management or Advisory Firms
|
Assured Management Company
|
Multi-Family Offices
|
Atlantic Trust
|
Wealth Management or Advisory Firms
|
Aureus, Inc.
|
Specialty Services
|
Babson Capital Management LLC
|
Money Managers
|
Baceline Investments, LLC
|
Money Managers
|
Ballentine Partners, LLC
|
Wealth Management or Advisory Firms
|
Barclays Capital
*
|
Investment Services
|
Barclays Capital Fund Solutions
*
|
Money Managers
|
Barclays Capital Inc.
|
Investment Services
|
Berkshire Capital Securities LLC
|
Investment Services
|
Bernardi Securities, Inc.
|
Money Managers
|
Cambridge Associates, LLC
|
Investment Services
|
Canadian Family Futures Inc.
*
|
Multi-Family Offices
|
CDK Group LLC
|
Money Managers
|
Cedar Street Advisors
|
Wealth Management or Advisory Firms
|
Century Wealth Management
|
Multi-Family Offices
|
|
Chartis
|
Insurance Providers
|
Convergent Wealth Advisors
|
Investment Services
|
Conversus Asset Management, LLC
|
Money Managers
|
Covenant Multifamily Offices, LLC
|
Multi-Family Offices
|
Coventry Capital
|
Insurance Providers
|
Credit Suisse
|
Multi-Family Offices
|
|
CTC Consulting, LLC
|
Investment Services
|
|
Deutsche Bank Private Wealth Management
|
Bank or Trust Companies
|
DLS Capital Management, LLC
|
Wealth Management or Advisory Firms
|
Duncan Associates Attorneys and Counselors, P.C.
|
Law Firms
|
Eagle Asset Management, Inc.
|
Investment Services
|
Eagle Global Advisors, LLC
|
Money Managers
|
Efficient Capital Management, LLC
|
Money Managers
|
Envestnet Asset Management
|
Wealth Management or Advisory Firms
|
Eton Advisors, L.P.
|
Multi-Family Offices
|
Family Financial Services
|
Family Enterprise and Business Advisors
|
Fidelity Family Office Services
|
Money Managers
|
|
Fiduciary Trust Company International
|
Bank or Trust Companies
|
Financial Concepts, Inc.
|
Insurance Providers
|
FINH
*
|
Family Enterprise and Business Advisors
|
First Foundation Advisors
|
Philanthropy Advisors
|
Flexjet
|
Specialty Services
|
Forefront Advisory
|
Wealth Management or Advisory Firms
|
FORS Limited
*
|
Accounting Firms
|
FQS Capital
|
Money Managers
|
Frank Crystal & Company
|
Insurance Providers
|
Frontenac Company
|
Money Managers
|
Geller Family Office Services LLC
|
Multi-Family Offices
|
|
GenSpring Family Offices
|
Multi-Family Offices
|
Glenmede
|
Wealth Management or Advisory Firms
|
Glenmede
|
Wealth Management or Advisory Firms
|
Glenmede
|
Wealth Management or Advisory Firms
|
Grant Thornton LLP
|
Accounting Firms
|
Granville Capital, Inc.
|
Money Managers
|
Gresham Partners, LLC
|
Multi-Family Offices
|
Greycourt & Co., Inc.
|
Wealth Management or Advisory Firms
|
Guardian 24/7
|
Specialty Services
|
Guidato Family Office
*
|
Multi-Family Offices
|
Hammond Associates
|
Investment Services
|
Harris myCFO
|
Wealth Management or Advisory Firms
|
Harvest Financial Advisors, LLC
|
Multi-Family Offices
|
Hawthorn PNC
|
Multi-Family Offices
|
Hemenway & Barnes LLP
|
Law Firms
|
Houlihan Lokey
|
Investment Services
|
HSBC Private Bank
|
Bank or Trust Companies
|
|
HUB International
|
Insurance Providers
|
Hudson Land Company, LLC
|
Money Managers
|
Insite Security, Inc.
|
Specialty Services
|
International Asset Monitor
*
|
Wealth Management or Advisory Firms
|
Investec Asset Management
|
Money Managers
|
Investment Systems Company
|
Technology/Software Firms
|
iShares
|
Money Managers
|
IT4Wealth™
|
Technology/Software Firms
|
James E. Hughes, Jr.
|
Law Firms
|
JD Ford & Company
|
Investment Services
|
Johnson Investment Counsel
|
Wealth Management or Advisory Firms
|
Kanaly Trust Company
|
Multi-Family Offices
|
Kaye Family Business Associates, Inc.
|
Family Enterprise and Business Advisors
|
Kerr Financial
*
|
Multi-Family Offices
|
Keystone National Group
|
Money Managers
|
KJ Harrison & Partners Inc.
*
|
Wealth Management or Advisory Firms
|
|
KPMG LLP
*
|
Accounting Firms
|
Kreuzberger / Associates
|
Specialty Services
|
Kroll
|
Specialty Services
|
Laird Norton Tyee
|
Multi-Family Offices
|
Lansberg, Gersick & Associates
|
Family Enterprise and Business Advisors
|
Legacy Family Office, LLC
|
Multi-Family Offices
|
LJM Partners, Ltd.
|
Money Managers
|
Lowenhaupt Global Advisors, LLC
|
Multi-Family Offices
|
Mack International, LLC
|
Specialty Services
|
Mahler Enterprises Inc.
|
Specialty Services
|
Manchester Capital Management LLC
|
Multi-Family Offices
|
Marcuard Family Office
*
|
Multi-Family Offices
|
Mariner Investment Group, LLC
|
Money Managers
|
Marsh Private Client Services
|
Insurance Providers
|
Memoir Shoppe
|
Specialty Services
|
Mirador Family Wealth Advisors
|
Multi-Family Offices
|
Morgan Creek Capital Management, LLC
|
Investment Services
|
Morgan Stanley Smith Barney
|
Investment Services
|
NAB Private Wealth
*
|
Bank or Trust Companies
|
|
National Center for Family Philanthropy
|
Philanthropy Advisors
|
Natixis Global Associates
|
Money Managers
|
|
Nease, Lagana, Eden & Culley, Inc.
|
Insurance Providers
|
Neuberger Berman
|
Investment Services
|
New Boston Real Estate Investment Fund, Inc.
|
Money Managers
|
Northwood Family Office LP
*
|
Multi-Family Offices
|
Oswald Companies
|
Insurance Providers
|
P.J. Weil
*
|
Wealth Management or Advisory Firms
|
Pathstone Family Office, LLC
|
Multi-Family Offices
|
Pelagos Advisors, LLC
|
Insurance Providers
|
Pershing Advisor Solutions LLC
|
Wealth Management or Advisory Firms
|
Philanthropic Initiative, Inc.
|
Philanthropy Advisors
|
|
Pictet & Cie
*
|
Wealth Management or Advisory Firms
|
Piper Jaffray Private Capital
|
Money Managers
|
Pitcairn
|
Multi-Family Offices
|
Private Client Resources, LLC
|
Technology/Software Firms
|
Relative Solutions
|
Family Enterprise and Business Advisors
|
|
Rockefeller Financial
|
Multi-Family Offices
|
Rothstein Kass
|
Accounting Firms
|
Royal Bank of Canada
*
|
Wealth Management or Advisory Firms
|
Sandalwood Securities, Inc.
|
Money Managers
|
Schiff Hardin LLP
|
Law Firms
|
Schwab Charitable Fund
|
Philanthropy Advisors
|
Schwab Institutional
|
Wealth Management or Advisory Firms
|
Seneschal LLC
|
Multi-Family Offices
|
Sentinel Trust Company, LBA
|
Multi-Family Offices
|
Silver Bridge Advisors
|
Multi-Family Offices
|
Silver Bridge Advisors, LLC
|
Wealth Management or Advisory Firms
|
Société Générale
|
Bank or Trust Companies
|
Sorin Capital Management
|
Money Managers
|
South Dakota Trust Company LLC
|
Bank or Trust Companies
|
Spidel Burnfin LLC
|
Specialty Services
|
Stark Investments
|
Money Managers
|
State Street Global Advisors
|
Money Managers
|
Synovus Family Asset Management
|
Multi-Family Offices
|
TAG Associates LLC
|
Multi-Family Offices
|
The Bank of New York Mellon Corporation
|
Wealth Management or Advisory Firms
|
The Bank of New York Mellon Corporation (International Office)
*
|
Wealth Management or Advisory Firms
|
The Madison Group
|
Insurance Providers
|
The PrivateBank and Trust Company
|
Wealth Management or Advisory Firms
|
The Schonbraun McCann Group, an FTI Company
|
Accounting Firms
|
The TCW Group
|
Money Managers
|
Third Avenue Management, LLC
|
Money Managers
|
|
Threshold Group
|
Multi-Family Offices
|
Tiedemann Wealth Management
|
Multi-Family Offices
|
Tolleson Wealth Management
|
Multi-Family Offices
|
Turnstone Holdings Limited
*
|
Family Enterprise and Business Advisors
|
U.S. Bank Private Client Group
|
Bank or Trust Companies
|
|
U.S. Trust, Bank of America Private Wealth Management
|
Bank or Trust Companies
|
UFG Asset Management
|
Money Managers
|
URALSIB Financial Corporation
*
|
Bank or Trust Companies
|
Video Family Biographies
|
Specialty Services
|
Vogel Consulting
|
Multi-Family Offices
|
WealthTouch
|
Technology/Software Firms
|
|
Wells Fargo Family Wealth
|
Multi-Family Offices
|
Welton Investment Corporation
|
Money Managers
|
WGPS, LLC
|
Specialty Services
|
Willis North America - Private Client Group
|
Insurance Providers
|
Wilmington Trust
|
Wealth Management or Advisory Firms
|
Withers Bergman LLP
|
Law Firms
|
Withers Bergman LLP
|
Law Firms
|
Withers Bergman LLP
|
Law Firms
|
WorldClinic, Inc.
|
Specialty Services
|
