|
Firm Name
|
Type of Advisor
|
6800 Capital, L.L.C.
|
Money Managers
|
Addiction Recovery Professionals, Inc.
|
Specialty Services
|
Advent Software Inc.
|
Technology/Software Firms
|
Affiliated Managers Group
|
Money Managers
|
|
AIG Investments
|
Money Managers
|
|
AIG Investments
|
Money Managers
|
|
AIG Investments
|
Money Managers
|
|
AIG Investments
|
Money Managers
|
|
AIG Investments
|
Money Managers
|
Albion Investors
|
Money Managers
|
Alexandra & James Co.
|
Multi-Family Offices
|
Altair Advisers, LLC
|
Investment Services
|
Anchin, Block & Anchin / Platinum Advisory Group
|
Multi-Family Offices
|
Argos Partners, LLC
|
Multi-Family Offices
|
Arlington Partners Family Office
|
Wealth Management or Advisory Firms
|
Ashbridge Investment Management, LLC
|
Investment Services
|
Asset Consulting Group, Inc.
|
Investment Services
|
Atlantic Trust
|
Wealth Management or Advisory Firms
|
Babson Capital Management LLC
|
Money Managers
|
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
|
Law Firms
|
Barclays Global Investors
|
Money Managers
|
Baring Asset Management, Inc.
|
Money Managers
|
Bashaw Group Inc.
|
Family Business Advisors
|
Berkshire Capital Securities LLC
|
Investment Services
|
Bernardi Securities, Inc.
|
Money Managers
|
Bessemer Trust
|
Multi-Family Offices
|
|
Bombardier Flexjet
|
Specialty Services
|
|
Butterfield Bank (Guernsey) Limited
*
|
Wealth Management or Advisory Firms
|
|
Butterfield Bank (Guernsey) Limited
|
Investment Services
|
|
Butterfield Bank (Guernsey) Limited – Custody Services
|
Bank or Trust Companies
|
|
Butterfield Bank (Guernsey) Limited –Services to Family Offices
|
Wealth Management or Advisory Firms
|
|
Butterfield Fund Services (Guernsey) Limited
|
Wealth Management or Advisory Firms
|
|
Butterfield Trust (Guernsey) Limited - Fiduciary Services
|
Wealth Management or Advisory Firms
|
Calamos Investments
|
Money Managers
|
Calibre
|
Multi-Family Offices
|
Cambridge Associates, LLC
|
Investment Services
|
Capital Guardian Trust Company
|
Money Managers
|
Capital Strategies
|
Insurance Providers
|
CDK Group LLC
|
Money Managers
|
Century Wealth Management
|
Multi-Family Offices
|
CFA Institute
|
Specialty Services
|
Chubb & Son-Personal Insurance Division
|
Insurance Providers
|
Cliffwood Partners LLC
|
Money Managers
|
|
Convergent Wealth Advisors
|
Investment Services
|
|
Lydian Wealth Management
|
Investment Services
|
Credit Suisse Securities (USA) LLC
|
Multi-Family Offices
|
|
CTC Consulting, LLC
|
Investment Services
|
|
CTC Consulting, LLC
|
Investment Services
|
Cymric Family Office Services
|
Multi-Family Offices
|
D'Arcangelo & Co., LLP
|
Accounting Firms
|
|
Deutsche Bank Private Wealth Management
|
Bank or Trust Companies
|
|
Deutsche Bank Private Wealth Management
|
Bank or Trust Companies
|
DN Partners
|
Wealth Management or Advisory Firms
|
Doughty Hanson
*
|
Money Managers
|
Driehaus Capital Management LLC
|
Money Managers
|
Driehaus Capital Management LLC
|
Money Managers
|
Duncan Associates Attorneys and Counselors, P.C.
|
Law Firms
|
Efficient Capital Management
|
Money Managers
|
Executive Jet Management, Inc.
|
Specialty Services
|
Family Endowment Partners
|
Wealth Management or Advisory Firms
|
Family Financial Services
|
Family Business Advisors
|
Fidelity Family Office Services
|
Money Managers
|
|
Fiduciary Trust Company International
|
Bank or Trust Companies
|
Financial Management Partners
|
Multi-Family Offices
|
First Republic Bank
|
Bank or Trust Companies
|
Fischer & Company LLC
|
Money Managers
|
Five States Energy Company, LLC
|
Money Managers
|
Fleming Family & Partners
*
|
Multi-Family Offices
|
Fortigent LLC
|
Investment Services
|
Frank Crystal & Company
|
Insurance Providers
|
Franklin Street Partners
|
Multi-Family Offices
|
Frontenac Company
|
Money Managers
|
Frost Wealth Management Services
|
Wealth Management or Advisory Firms
|
Frost Wealth Management Services
|
Bank or Trust Companies
|
Frost Wealth Management Services
|
Multi-Family Offices
|
Geller Family Office Services LLC
|
Multi-Family Offices
|
|
GenSpring Family Offices
|
Multi-Family Offices
|
Gould & Ratner
|
Law Firms
|
Gresham Partners, LLC
|
Multi-Family Offices
|
Greycourt & Co., Inc.
|
Wealth Management or Advisory Firms
|
Halcyon Asset Management LLC
|
Money Managers
|
Hale and Dorr Wealth Advisors, LLC
|
Wealth Management or Advisory Firms
|
Hammond Associates
|
Investment Services
|
Harris myCFO
|
Wealth Management or Advisory Firms
|
Harvest Financial Advisors, LLC
|
Wealth Management or Advisory Firms
|
Hawthorn PNC
|
Multi-Family Offices
|
Healthcare Navigation, LLC
|
Specialty Services
|
Hemenway & Barnes LLP
|
Law Firms
|
Homrich & Berg, Inc.
|
Multi-Family Offices
|
Horizon Cash Management, LLC
|
Money Managers
|
HSBC Private Bank
|
Bank or Trust Companies
|
|
HUB International
|
Insurance Providers
|
IFF Advisors, LLC
|
Philanthropy Advisors
|
Investment Systems Company
|
Technology/Software Firms
|
James E. Hughes, Jr.
|
Law Firms
|
Jeffrey Slocum & Associates, Inc.
|
Investment Services
|
Kaye Family Business Associates, Inc.
|
Family Business Advisors
|
Laird Norton Tyee
|
Multi-Family Offices
|
LandVest
|
Money Managers
|
Lansberg, Gersick & Associates
|
Family Business Advisors
|
Lee Financial Corporation
|
Multi-Family Offices
|
Legacy Wealth Group
|
Multi-Family Offices
|
Lenox Wealth Management
|
Multi-Family Offices
|
Levy, John
|
Family Business Advisors
|
Long-Term Solutions, LLC
|
Multi-Family Offices
|
Luxury Attaché
|
Specialty Services
|
Mack International, LLC
|
Specialty Services
|
Mahler Enterprises Inc.
|
Specialty Services
|
MAI Wealth Advisors LLC
|
Wealth Management or Advisory Firms
|
Manchester Capital Management LLC
|
Multi-Family Offices
|
Mansur Capital Corporation
|
Money Managers
|
Marsh Private Client Services
|
Insurance Providers
|
Mastholm Asset Management, L.L.C.
|
Money Managers
|
Millennium Global Asset Management, LLC / Millennium Americas
|
Money Managers
|
Morgan Creek Capital Management, LLC
|
Investment Services
|
|
Morgan Stanley Trust, NA
|
Bank or Trust Companies
|
|
Morgan Stanley Trust, NA
|
Bank or Trust Companies
|
Morgan Street Document Systems
|
Technology/Software Firms
|
|
National Center for Family Philanthropy
|
Philanthropy Advisors
|
|
NCFP - Family Philanthropy Online
|
Philanthropy Advisors
|
Natixis Global Associates
|
Money Managers
|
|
Nease, Lagana, Eden & Culley, Inc.
|
Insurance Providers
|
|
Nease, Lagana - Family Business Advisors
|
Family Business Advisors
|
|
Nease, Lagana - Insurance Broker
|
Insurance Providers
|
|
Nease, Lagana - Philanthropy Advisors
|
Philanthropy Advisors
|
|
Nease, Lagana - Specialty Services
|
Specialty Services
|
New Boston Real Estate Investment Fund, Inc.
|
Money Managers
|
Northern Trust
|
Wealth Management or Advisory Firms
|
Nuveen Investments Institutional Services Group LLC
|
Investment Services
|
Oppenheimer & Co. Inc.
|
Wealth Management or Advisory Firms
|
Oracle Investment Management
|
Money Managers
|
Oswald Companies
|
Insurance Providers
|
P.J. Weil
*
|
Wealth Management or Advisory Firms
|
Parametric Portfolio Associates
|
Money Managers
|
Perkins Fund Marketing, LLC
|
Investment Services
|
Pershing Advisor Solutions LLC
|
Wealth Management or Advisory Firms
|
Philanthropic Initiative, Inc.
|
Philanthropy Advisors
|
|
Pictet & Cie
*
|
Wealth Management or Advisory Firms
|
PinnacleCare
|
Specialty Services
|
Pitcairn
|
Multi-Family Offices
|
PricewaterhouseCoopers LLP
|
Accounting Firms
|
Prime, Buchholz & Associates, Inc.
|
Investment Services
|
Private Client Resources LLC
|
Technology/Software Firms
|
Prometheus Partners
|
Money Managers
|
RayLign Advisory LLC
|
Multi-Family Offices
|
RayLign Advisory LLC
|
Family Business Advisors
|
RiverOak Investment Corp., LLC
|
Investment Services
|
Robeco Investment Management
|
Money Managers
|
Robert W. Baird & Co. Inc.
|
Wealth Management or Advisory Firms
|
Rockefeller & Co., Inc.
|
Technology/Software Firms
|
Rothstein Kass
|
Accounting Firms
|
Schiff Hardin LLP
|
Law Firms
|
Schwartz Cooper
|
Law Firms
|
Sentient Flight Group
|
Specialty Services
|
Sentinel Trust Company, LBA
|
Multi-Family Offices
|
Shelterwood Financial Services LLC
|
Multi-Family Offices
|
Société Générale
|
Bank or Trust Companies
|
Stark Investments
|
Money Managers
|
State Street Global Advisors
|
Money Managers
|
Sterling (a National City Company)
|
Multi-Family Offices
|
StoneWater Capital LLC
|
Money Managers
|
Synovus Family Asset Management
|
Multi-Family Offices
|
TAG Associates LLC
|
Multi-Family Offices
|
Telemus Capital Partners
|
Wealth Management or Advisory Firms
|
The Bank of New York Mellon Corporation
|
Wealth Management or Advisory Firms
|
The Commerce Trust Company
|
Multi-Family Offices
|
The Glenmede Trust Company, N.A.
|
Wealth Management or Advisory Firms
|
The Glenmede Trust Company, N.A.
|
Wealth Management or Advisory Firms
|
The Glenmede Trust Company, N.A.
|
Wealth Management or Advisory Firms
|
The Insurance Design Center, LLC
|
Insurance Providers
|
The Legacy Planning Group Inc.
|
Wealth Management or Advisory Firms
|
The Madison Group
|
Insurance Providers
|
The PrivateBank and Trust Company
|
Wealth Management or Advisory Firms
|
The Schonbraun McCann Group
|
Accounting Firms
|
The Solaris Group LLC
|
Multi-Family Offices
|
The St. Louis Trust Company
|
Multi-Family Offices
|
The TCW Group
|
Money Managers
|
Threshold Group
|
Multi-Family Offices
|
Threshold Group - Family Office Services
|
Multi-Family Offices
|
Threshold Group - Investment Advisory Services
|
Multi-Family Offices
|
Tiedemann Trust Company
|
Multi-Family Offices
|
Tolleson Wealth Management
|
Multi-Family Offices
|
U.S. Bank Private Client Group
|
Bank or Trust Companies
|
|
U.S. Trust, Bank of America Private Wealth Management
|
Bank or Trust Companies
|
|
United States Trust Company, N.A.
|
Bank or Trust Companies
|
|
United States Trust Company, N.A. - Investment Management
|
Multi-Family Offices
|
|
United States Trust Company, N.A. - Multi-Family Office
|
Multi-Family Offices
|
|
United States Trust Company, N.A. - Clientwebstation™
|
Bank or Trust Companies
|
|
United States Trust Company, N.A. - Trustee for Family Assets
|
Bank or Trust Companies
|
UBS AG
*
|
Bank or Trust Companies
|
UBS AG - New York Branch
|
Multi-Family Offices
|
Udell Associates
|
Wealth Management or Advisory Firms
|
UHY Advisors
|
Accounting Firms
|
URALSIB Financial Corporation
*
|
Bank or Trust Companies
|
Verdis Investment Management
|
Money Managers
|
|
VermogensGroep
*
|
Wealth Management or Advisory Firms
|
Video Family Biographies
|
Specialty Services
|
Vogel Consulting Group, S.C.
|
Multi-Family Offices
|
|
Wells Fargo Bank
|
Wealth Management or Advisory Firms
|
|
Wells Fargo Family Wealth Group
|
Wealth Management or Advisory Firms
|
|
Wells Fargo Family Wealth Group
|
Wealth Management or Advisory Firms
|
Wells Real Estate Funds
|
Money Managers
|
Whittier Trust Company
|
Multi-Family Offices
|
Willis North America - Private Client Group
|
Insurance Providers
|
|
Wilmington Trust
|
Wealth Management or Advisory Firms
|
|
Wilmington Trust Company
|
Wealth Management or Advisory Firms
|
Withers Bergman LLP
|
Law Firms
|
Withers Bergman LLP
|
Law Firms
|
Withers Bergman LLP
|
Law Firms
|
WorldClinic, Inc.
|
Specialty Services
|
WTAS LLC
|
Accounting Firms
|
Zephyr Management, L.P.
|
Money Managers
|
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