Rockefeller Capital Management Connect with a Private Advisor

Our Office Locations

Whether you're looking to grow your wealth, preserve your assets, or plan for the future, our Private Advisors are devoted to providing a sense of security, freeing you to concentrate on what matters most to them.

Office Locations

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A.J. Palkovich

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Abbas Khoshnevissan

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5790

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Acadia Wealth Partners

Location

1812 N Moore St Suite 1700 Arlington, VA 22209

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Acadia Wealth Partners

Location

100 Front Street Suite 1325 West Conshohocken, PA 19428

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Adam Abramson

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Adam Compton

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Adam Deal

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4461

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Adam Landau

Location

5605 Carnegie Blvd Suite 200 Charlotte, NC 28209

Phone

(980) 392-3975

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Adam Loveless, CPWA®, AAMS®

Location

1790 Hughes Landing Boulevard, The Woodlands, TX 77380

Phone

(713) 832-8921

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Adapt Partners

Location

17806 IH 10 West Promenade One at Eilan, San Antonio, TX 78257

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Alexander Barrett

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Alexander Ladage

Location

500 West 2nd Street, Austin, TX 78701

Phone

(512) 615-1830

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Alexander Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Alpesh Patel, CPFA, CRPC®

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

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Amber Blanchard

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Amsler, Laborde & Bowman Wealth Partners

Location

1330 Post Oak Boulevard, Suite 1100, Houston, TX 77056

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Andrew Horowitz

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Andrew Levin

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 942-3076

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Andrew Swedlund

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5032

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Andrew T. Sullivan

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5023

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Andrew Tate, CFA®

Location

5605 Carnegie Blvd, Suite 200 Charlotte, NC 28209

Phone

(980) 392-2335

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Angela Mwanza

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5505

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Anis Salah, CFP

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6332

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Anis Salah, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(925) 951-6332

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Ann Wang

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5765

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Anna Gorman

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Anne Golden

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5787

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April Gay

Location

3060 Peachtree Road Northwest suite 110, Atlanta, GA 30305

Phone

(404) 942-3066

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Arlington, VA

Location

1812 N Moore Street, Suite 1700, Arlington, VA 22209

Arthur Alexander

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Ashley Moore

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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ASK Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N Los Angeles, CA 90067

Phone

(424) 600-7920

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Atlanta, GA

Location

3060 Peachtree Road NW, Suite 110, Atlanta, GA 30305

Austin, TX

Location

500 W 2nd Street, Suite 1900, Austin, TX 78701

Axiom Wealth Partners

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

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Barry Johnson

Location

1790 Hughes Landing Boulevard, Suite 400, The Woodlands, TX 77380

Phone

(713) 832-8925

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Bellevue, WA

Location

10500 NE 8th Street, Suite 845, Bellevue, WA 98004

Benjamin Helvey

Location

1790 Hughes Landing Boulevard, Suite 400, The Woodlands, TX 77380

Phone

(713) 832-8925

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Bergman Wealth Management Group

Location

227 West Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7622

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Bernard Machlovitch

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Bethesda, MD

Location

2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814

Beverly, MA

Location

100 Cumming Center, Suite 215-C, Beverly, MA 1915

Bill Colwyn, CPFA, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7610

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Blake F. Bruce

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3050

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Boca Raton, FL

Location

One Town Center, Suite 500, Boca Raton, FL 33486

Boston Family Office

Location

500 Boylston Street Suite 1300, Boston, MA 02116

Phone

(857) 504-8720

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Boston, MA

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Bostwick Walters Wealth Partners

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

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Bradley Holmes, CFA

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111,

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Brett Daniels, CPWA®

Location

17806 IH-10W Suite 210 , San Antonio, TX 78257

Phone

(210) 890-3592

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Brett Howell, CPFA®, C(k)P®, CIMA®, CRPC™, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2953

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Brett Monsein

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4472

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Brian Cuneo

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Brian Henderson

Location

701 Harger Road, Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2315

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Brian Lusink

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Brian M. Sullivan

Location

3825 Edwards Road, Suite 630, Cincinnati, OH, 45209

Phone

(513) 964-5018

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Brian R. Kamin

Location

701 Harger Road, Suite 190, Oak Brook, IL, 60523

Phone

(630) 575-2455

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Brianna Ritz

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(212) 549-5198

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Bridgeline Wealth Partners

Location

3060 Peachtree Road NW Suite 110, Atlanta, GA 30305

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Bruce Dickey Wealth Partners

Location

3060 Peachtree Road NW, Suite 110, Atlanta, GA

Phone

(404) 942-3052

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Bruce Lombardi

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

Bruce Tenenbaum

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

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C. Lee Ives III, CFP®

Location

5605 Carnegie Blvd, Suite 150, Charlotte, NC 28209

Phone

(980) 392-2355

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Cale Van Buren

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Caleb Porter, CFP

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 830-5775

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Caleb Porter, CFP

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 830-5775

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Cardwell Wealth Partners

Location

701 Harger Road, Oak Brook, IL 60523

Phone

(630) 575-2300

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Carissa Morganstein

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Carrie M. Thomas, CFA

Location

3825 Edwards Road, Suite 630, Cincinnati, OH, 45209

Phone

(513) 964-5024

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Casey Stamps

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-7025

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Cassidy Wealth Partners

Location

227 West Monroe Street, Suite 2050, Chicago, IL

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Chad G. Hermanson

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 476-2362

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Chad Pearson, CFP®, CEPA®, CPWA®

Location

1838 Sir Tyler Drive, Suite 102, Wilmington, NC 28405

Phone

(910) 834-5720

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Charles Hartford, CPFA™

Location

4660 La Jolla Village Drive Suite 221 & 222 San Diego, CA 92122

Phone

(858) 727-5120

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Charles Hoffman, Jr. CRPC®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

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Charlotte, NC

Location

6135 Park South Drive, Suite 500, Charlotte, NC 28210

Charlotte, NC

Location

5605 Carnegie Boulevard, Suite 150, Charlotte, NC 28209

Cheryl Young

Location

750 University Avenue suite 240, Los Gatos, CA 95032

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Chicago, IL

Location

227 W Monroe Street, Suite 2050, Chicago, IL 60606

Chris Shepherd

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

Phone

(857) 504-8715

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Christine Steinmetz, CFP®, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2957

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Christopher Bell, CFP®

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8826

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Christopher Farr

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0161

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Christopher Jacobs

Location

4 Carter Green, Suite 100, Carmel, IN 46032

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Christopher M. DeGrace, CFA®

Location

271 West Canton Avenue, Suite 100, Winter Park, FL 32789

Phone

(689) 345-9311

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Christopher Mitchell

Location

5605 Carnegie Blvd, Suite 150, Charlotte, NC 28209

Phone

(980) 392-2356

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Christopher R. Bowman, CFP®, CAIA®, CAP®

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6432

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Christopher Wolf

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5033

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Christy Pedersen

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

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Chuck Kennedy

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Church, Verhulst & Walsh Wealth Partners

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6311

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Cincinnati Family Office

Location

3825 Edwards Road, Cincinnati, OH 45209

Phone

(212) 549-5198

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Cincinnati, OH

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Claghorn Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Clayton Balko, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7621

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Cleveland, OH

Location

28601 Chagrin Boulevard, Suite 525, Woodmere, OH 44122

Clifton Fink, CRPS®

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5586

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CM Wealth Partners

Location

227 West Monroe Street, Suite 2050, Chicago, IL 60606

Phone

(312) 681-7700

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Coley Cassidy

Location

227 West Monroe Street, Suite 2050, Chicago, IL,

Phone

(720) 792-0153

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Colton Outcalt

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Cowles Wealth Partners

Location

4 Carter Green, Suite 100, Carmel, IN 46032

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Craig Janus

Location

701 Harger Road, Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2318

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Craig Pollock

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6331

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Craig Pollock

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(925) 951-6331

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Craig Sharp, CPFA®, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2954

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Crowley Shemeld Jewayni Green Wealth Partners

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8080

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Dahlander Wolf Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5033

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Dallas, TX

Location

300 Crescent Court, Suite 1450, Dallas, TX 8902

Dan Marchon, CFA®

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Dan Mendelson, CPFA

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7611

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Daniel Gibson, CFA®, CIMA®

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5026

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Daniel Selcow

Location

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

Phone

(332) 263-9030

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Darrel Preston

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5030

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David Eder

Location

300 First Stamford Place, Suite 230, Stamford, CT 6902

Phone

(203) 717-6615

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David Farber, CFP®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9012

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David Harvan, CPFA®, CFP®, AEP®

Location

3835 PGA Boulevard, Suite 401, Palm Beach, FL 33410

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David Higgins

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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David Lloyd Jr., CEPA®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

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David Lund, CFP®, CPWA®, CRPC™, CIMA®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2950

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David Mendoza

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4450

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David Ruben

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4470

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David Ruben

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Phone

(240) 956-4470

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David Sotsky

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4471

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DBT Wealth Partners

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8826

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Debra Jones-McConnell

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(248) 833-6690

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Decision Point Wealth Partners

Location

1838 Sir Tyler Drive, Wilmington, NC 28405

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Dennis P. Bloom, CPFA, CRPC®, CIMA®

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

Phone

(360) 634-8330

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Denver, CO

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Detroit, MI

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

Donis Smith, CFP®, CDFA®

Location

1838 Sir Tyler Drive, Suite 102, Wilmington, NC 28405

Phone

(910) 834-5721

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Donny Chu, CFP®, CPFA

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6341

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Douglas R. Linker, CIMA®

Location

115 West Century Road, Suite 315, Paramus, NJ 7652

Phone

(201) 879-9130

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Drew Karr, CIMA®

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4460

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Duane Tabor Wealth Partners

Location

1 Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8825

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Durrani Wang Wealth Partners

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5770

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ECQG Wealth Partners

Location

3060 Peachtree Road Northwest, Suite 110, Atlanta, GA, 30305

Phone

(404) 460-1270

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Eder Wealth Partners

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 06830

Phone

(203) 717-6615

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Edward Jeter

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Edward Moldaver

Location

45 Rockefeller Plaza, Floor Five, New York, NY 10111

Phone

(212) 549-5190

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Edward Wahlberg

Location

100 Pearl Street Floor 14, Hartford, CT, USA

Phone

(959) 259-0610

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Elaine Powell

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Elaine Sillery

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Elizabeth “Libby” Palomeque, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6316

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Elizabeth McKown

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4453

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Elizabeth Munson

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Elizabeth Wilson, CFP®

Location

2550 Meridian Blvd Suite 200, Franklin, TN 37067

Phone

(615) 637-2090

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Elmer (Bud) Martin

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3590

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Emery Bourne

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 942-3065

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Emie Badersnider, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2959

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Eric B. Hermanson, CFP®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 476-2360

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Eric M. Verhulst, CIMA®

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6330

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Eric Vanderpool

Location

500 Boylston Street, Suite 1300, Boston, MA, 02116

Phone

(857) 504-8731

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Eric Walker, CFP®, WMCP®, CLTC®

Location

1812 North Moore Street, Suite 1700, Arlington, VA 22209

Phone

(202) 719-3041

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Evan B. Georgiou, CFP®, CIMA®, CPWA®

Location

One Buckhead Plaza, 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1544

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Farnsworth Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(858) 727-5130

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Faro Wealth Partners

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8830

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Forrest Faro

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8831

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Forrest St. John Kim, CFP®

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8512

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Francis X. Amsler, CFA®, CIMA®, CFP®, CDFA®

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6430

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Frank Willis, CEPA

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Frederick D. (Don) Farnsworth

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(858) 727-5130

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Garrett M. Jones

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9425

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Gary Pollock, CFP

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6330

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Gary Pollock, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(925) 951-6330

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Gehret D. Shemeld

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8061

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Georgina Lahoud

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Gerald Dahlander

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5031

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Gino L. Pace

Location

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

Phone

(212) 549-5587

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Giorgetti Wealth Partners

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Phone

(857) 504-8720

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Glenn Mealey

Location

1330 Post Oak Boulevard Suite 1100, Houston, TX 77056

Phone

(713) 832-8960

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Gorin Ressel Wealth Partners

Location

16090 Swingley Ridge Road, Suite 400, Chesterfield, MO 63017

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Grand Rapids, MI

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Greenwich Family Office

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 06830

Phone

(203) 717-6731

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Greenwich, CT

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 6830

Gregory H. Pollock

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9425

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Griffin Knowlton

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8720

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Gunn Thongniyom

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8064

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Hai Dang, CPFA

Location

23 Corporate Plaza Drive, Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5953

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Hambleton Fieler Wealth Partners

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5010

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Hamilton, NJ

Location

1395 Yardville-Hamilton Square Road, Floors 1 & 2, Hamilton, NJ 08691

Hans Maentz

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

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Harper Hicks, CFP®

Location

5605 Carnegie Blvd, Suite 150, Charlotte, NC 28209

Phone

(980) 392-2353

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Hartford Wealth Partners

Location

4660 La Jolla Village Drive Suite 221 & 222 San Diego, CA 92122

Phone

(424) 600-7920

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Harvan McKenzie Wealth Partners

Location

3835 PGA Boulevard Suite 401 Palm Beach, FL 33410

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Harvey, Seese & Associates

Location

100 Front Street Suite 1325, West Conshohocken, PA 19428

Phone

(484) 209-2055

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Hassan Group

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

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Hayes Wealth Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

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Heather Gelchion

Location

500 Boylston Street, Suite 1300, Boston, MA, 02116

Phone

(857) 504-8706

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Heather Reich

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Henderson Janus Wealth Partners

Location

701 Harger Road, Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

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Hermanson Embleton Wealth Partners

Location

3060 Peachtree Road Northwest, Suite 110, Atlanta, GA, 30305

Phone

(404) 443-2700

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Higgins Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 942-3040

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Holcomb Frey Wealth Partners

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

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Holmes Robinson Wealth Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

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Houston, TX

Location

1330 Post Oak Blvd, Suite 1100, Houston, TX 77056

Hunter Hamm, CFA®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2321

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Indianapolis, IN

Location

4 Carter Green, Suite 100, Carmel, IN 46032

Isaac Martin

Location

100 Front Street Suite 1325 West Conshohocken, PA 19428

Phone

(484) 209-2042

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J. Trent Douglas, CFP®

Location

3060 Peachtree Road NW Suite 110, Atlanta, GA 30305

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J.D. Sandfort

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5040

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Jack Traxler, CAIA®

Location

2 Bethesda Metro Center, Suite 401, Bethesda, MD, 20814 USA

Phone

(240) 956-4462

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Jackson, WY

Location

30 S King Street, Suite 2C, Jackson WY, 83001

Jacobs Dwyer Wealth Partners

Location

4 Carter Green, Suite 100, Carmel, IN 46032

Phone

(463) 426-4664

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Jahan K. Jewayni

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8062

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James Augustine, CIMA®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3571

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James B. Marchetti, CIMA ®

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6320

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James L. Marchetti

Location

30 S King Street, Suite 2C, Jackson WY, 83001

Phone

(415) 830-5773

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James L. Marchetti

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 830-5773

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James Lee

Location

45 Rockefeller Plaza, Floor Five, New York, NY 10111

Phone

(212) 549-5191

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James McKenzie, CPFA®

Location

3835 PGA Boulevard, Suite 401, Palm Beach, FL 33410

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James W. Freeman

Location

5605 Carnegie Blvd, Suite 150, Charlotte, NC 28209

Phone

(980) 392-2354

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James Waters

Location

5605 Carnegie Blvd, Suite 150, Charlotte, NC 28209

Phone

(980) 392-2357

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Jamie Durrani

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5766

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Janelle Cromwell, CPFA, CFP®

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

Phone

(360) 634-8332

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Jannah Devine

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5961

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Jarrett Bostwick

Location

12012 South Shore Blvd Suite 112, Wellington, FL 33414

Phone

(561) 363-5861

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Jason McMillen

Location

321 Broadway, Suite 300, Saratoga Springs, NY, 12866

Phone

(518) 886-3488

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Jason Zilveti

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9350

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Jeff Dysktra, CPFA®, CFP®, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2955

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Jeffrey Anderson

Location

17806 IH 10 West Promenade One at Eilan, San Antonio, TX 78257

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Jeffrey Harvey, CPFA, CEPA, CPWA®

Location

100 Front Street Suite 1325, Conshohocken, PA 19428

Phone

(484) 209-2050

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Jeffrey Towner, CEPA®, CPWA®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2951

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Jeffrey Zapoleon

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Jersey City, NJ

Location

525 Washington Blvd, Suite 1410, Jersey City, NJ 7310

Jeter Reich Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 476-2392

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JL Wealth Partners

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

Phone

(248) 833-6672

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Joel Barrett, CPFA®, CFP®

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2956

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John (Jake) W. Claghorn IV

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5441

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John B. Lewis

Location

200 S 10th Street, Suite 1020, Richmond, VA 23219

Phone

(804) 653-4700

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John C. Rapport, CPFA, CFP®

Location

115 West Century Road, Suite 315, Paramus, NJ 7652

Phone

(201) 879-9132

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John F. Embleton, CIMA®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1271

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John F. McMahon, Jr.

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6342

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John Hanna, CFP®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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John Horton

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 6830

Phone

(203) 717-6731

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John Lahoud

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

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John Low, CEPA, CRPC®

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

Phone

(248) 833-6670

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John Miller, CEPA

Location

23 Corporate Plaza Drive suite 246, Newport Beach, CA 92660

Phone

(949) 736-5956

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John Montgomery

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 942-3075

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John Mooney

Location

28601 Chagrin Blvd, Suite 525, Cleveland, OH 44122

Phone

(216) 770-6380

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John Sargent

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111, USA

Phone

(212) 549-5110

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John Uriostegui

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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John W. Claghorn III

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5440

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John W. Claghorn III

Location

45 Rockefeller Plaza Floor 5 New York, New York 10111

Phone

(212) 549-5440

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John W. Sheehan

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8090

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Jonathan Lund, CFP®, CRPC™

Location

45 Ottawa Ave SW, Suite 700, Grand Rapids, MI 49503

Phone

(616) 305-2952

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Jordan Hawks

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8080

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Jordan Powell

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111

Phone

(415) 830-5795

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Jorge Garcia

Location

500 West 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1832

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Jose Ruiz, CFP®, CRPS®, CKA®

Phone

(980) 392-3980

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Joseph M. Church, CFP®

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6331

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Joseph W. Bartholomew III, CPWA®, CIMA®

Location

200 S 10th Street, Suite 1020, Richmond, VA 23219

Phone

(804) 653-4701

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Joshua Goldberg

Location

Industrious Carmel City Center, 880 W Monon Green Boulevard Suite 101, Carmel, IN 46032

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Joshua Murray

Location

2570 West El Camino Real, Mountain View, CA 94040

Phone

(518) 886-3445

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Joshua Parker, CPWA®, CPFA™

Location

180 Battery Street Suite 120, Burlington, VT 5401

Phone

(802) 341-4460

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Justin Ryan

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-7010

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JWC Wealth Partners

Location

45 Rockefeller Plaza Floor 5 New York, New York 10111

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Kate LaPorta

Location

45 Rockefeller Plaza Floor 5, New York, NY 10020

Phone

(212) 549-5100

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Kathi Barnhart

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

Phone

(561) 363-5832

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Kathryn Senkbeil

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Keith Bernard

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Kelly Dennis

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2322

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Kennedy Senkbeil Group

Location

3060 Peachtree Road Northwest, Suite 110, Atlanta, GA, USA 30305

Phone

(404) 443-2700

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Kenneth Milano

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Kenneth R. Crowley

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8060

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Kent Weaver, CRPC®

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Keven Donohue

Location

321 Broadway, Suite 300, Saratoga Springs, NY 12866

Phone

(518) 886-3487

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Kevin Hermis, CFP®

Location

1790 Hughes Landing Boulevard, Suite 400, The Woodlands, TX 77380

Phone

(713) 832-8922

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Kevin Kramer

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Kevin Wright

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6421

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Khoshnevissan & Dogan Wealth Strategies

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 830-5764

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Khoshnevissan & Dogan Wealth Strategies

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5764

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Knowlton, Knowlton & Larsen Wealth Partners

Location

500 Boylston St Suite 1300, Boston, MA 2116

Phone

(857) 504-8699

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Kristen A. Richards, CFP®, CPWA®

Location

5605 Carnegie Blvd, Suite 150, Charlotte, NC 28209

Phone

(980) 392-2352

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Kristen Palazeti

Location

135 N. Old Woodward Suite 200, Birmingham, MI 48009

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Kristin Nicholson, CFA®, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6315

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Kuser Road, Hamilton, NJ

Location

2445 Kuser Road, Suite 302, Hamilton, NJ 08690

Kyle Faro

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8832

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Kyle Maxwell

Location

1790 Hughes Landing Boulevard, Suite, 400, The Woodlands, TX 77380

Phone

(713) 832-8920

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Kylie A. Roman, CFP®, AEP®

Location

200 S 10th Street, Suite 1020, Richmond, VA 23219

Phone

(804) 653-4703

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Ladage, Smith, Garcia Wealth Partners

Location

500 West 2nd Street, Suite 1900, Austin, TX 78701

Phone

(512) 615-1830

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Lahoud Wealth Partners

Location

3835 PGA Boulevard, Palm Beach Gardens, Suite 401, FL 33410

Phone

(561) 363-5827

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Lahoud Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Lance A. Williams, CFP®

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

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Landau Wealth Partners

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Landmark Group

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

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Landon Smith

Location

500 West 2nd Street, Suite 1900, Austin, TX

Phone

(512) 615-1831

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Larry Rothenberg

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9010

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Laura Pennington

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8055

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Lauren Turbitt

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5035

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Laurence Knowlton

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8690

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Leach Wealth Partners

Location

2000 Avenue of the Stars, Los Angeles, CA 90067

Phone

(424) 600-7925

Leah D’Agostino, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6318

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Legacy Family Wealth

Location

16220 N Scottsdale Rd, Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Lewis Wealth Partners

Location

200 S 10th Street, Suite 1020, Richmond, VA 23219

Phone

(804) 653-4706

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Libby Snyder, CPFA™, CFP®

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

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Liberty Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

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Lien DeGrace Wealth Partners

Location

271 West Canton Avenue, Suite 100, Winter Park, FL 32789

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Linker Hodges Wealth Partners

Location

115 W Century Road Suite 315, Paramus, NJ 7652

Phone

(201) 879-9132

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Lisa Kitchin, CFP®

Location

30 South King Street, Suite 2C, Jackson, WY 83001

Phone

(415) 907-6317

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London, UK

Location

49 Grosvenor Street, Floor 1, London, UK n/a

Los Angeles, CA

Location

2000 Avenue of the Stars, Suite 530-N, Los Angeles, CA 90067

Lusink Wealth Partners

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 410-8960

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Marc Laborde, CEPA®

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6431

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Marchetti Porter Wealth Partners

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

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Marchetti Porter Wealth Partners

Location

30 South King Street, Suite 2C, Jackson, WY 83001

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Marchetti Porter Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

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Margaret Pierattini, CFP®

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6310

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Margie Chamberlin

Location

711 S Capitol Way Suite 705, Olympia, WA 98501

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Margot Dwyer

Location

4 Carter Green suite 100, Carmel, IN 46032, USA

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Marguerite Robinson

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111,

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Mark Holcomb, CIMA®

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5015

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Mark Panarese

Location

500 Boylston Street Suite 1300, Boston, MA 2116

Phone

(857) 504-8701

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Marshall Duane

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8825

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Martí Wealth Partners

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7930

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Martin Lawyer Daniels

Location

17806 IH 10 West Suite 210, San Antonio, TX 78257

Phone

(210) 890-3595

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Mary W. Hayes

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 261-1510

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Mason Liu

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Matt Willis, CEPA

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Matthew Ashley

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5025

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Matthew Birkett, CFP®, CPWA®, CPFA

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5951

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Matthew Gallup

Location

321 Broadway, Suite 300, Saratoga Springs, NY 12866

Phone

(518) 886-3446

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Matthew Giorgetti

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Phone

(857) 504-8730

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Matthew Hambleton, CRPC®

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5022

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Matthew Herzwurm, CFP®

Location

3060 Peachtree Road, Suite 110, Atlanta, GA 30305

Phone

(404) 476-2326

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Matthew Holbrook

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

Phone

(475) 284-2397

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Matthew Langhorst, CFP®,CIMA®, CPWA®, CEPA

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5051

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Matthew Mendoza

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4451

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Matthew Panarese

Location

100 Front Street Suite 1325 West Conshohocken, PA 19428

Phone

(484) 209-2040

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Matthew Richeda

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0160

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Max Green

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8063

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Max Podlone

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(415) 830-5787

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McDavid Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(470) 645-6881

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McKay Claghorn

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5442

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Mealey Wealth Partners

Location

1330 Post Oak Boulevard, Houston, Suite 1100, TX 77056

Phone

(713) 832-8960

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Mehgan Spear, CFP®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7606

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Mendoza Wealth Partners

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Phone

(669) 499-4451

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Merlin Wealth Management

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 443-2700

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Mia Cardwell

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2457

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Michael Amato, CFP®

Location

115 West Century Road Suite 315, Paramus, NJ 7652

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Michael Anderson

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

Michael Athanas

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Michael Bapis

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Michael Buss

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5044

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Michael Frey, CPWA®, CPM®, CFP®, CRPC®

Location

3825 Edwards Road Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5035

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Michael J. Fieler, CFA

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5021

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Michael Lepore

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3047

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Michael Loizzi

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2340

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Michael Merlin

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Michael P. Hall

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 942-3041

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Michael Shelley

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(405) 497-6450

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Michael Siden

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

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Michael Siden

Location

Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8902

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Michael Tramontano, CIMA®

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3620

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Michael Wallace

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Michelle Matan

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Michelle Pecyna

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

Mike Scarbrough, CFP®

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Miles Mason

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7935

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Mimi Kuo-Chin Shih

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5506

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Moldaver Lee Cohen Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5199

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Monarch Wealth Partners

Location

2550 Meridian Blvd Suite 200, Franklin, TN 37067

Phone

(615) 637-2091

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Montgomery Levin Group

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 443-2700

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Moon Wealth Partners

Location

2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814

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Mooney Stanley Wealth Partners

Location

28601 Chagrin Blvd, Suite 525, Cleveland, OH 44122

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Moore Langhorst Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Mountain View, CA

Location

2570 W. El Camino Real, Suite 600, Mountain View, CA 94040

Nashville, TN

Location

2550 Meridian Blvd, Suite 200, Franklin, TN 37067

Neil Holmes

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Neil Kvasnak

Location

180 Battery Street Suite 120, Burlington, VT 5401

Phone

(802) 341-4461

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Neil Martin, CEPA

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Neil Moore Wealth Partners

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

Phone

(404) 942-3085

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Neil Moore, CFP®

Location

One Buckhead Plaza, 3060 Peachtree Road, NW Suite 110 & 200 Atlanta, GA 30305

Phone

(404) 942-3085

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Neil Rubinstein

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5040

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Nelson Faro

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8830

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Neva Hagopian

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

Phone

(561) 363-5831

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New York – 437 Madison Ave

Location

437 Madison Avenue, Suite 2701, New York, NY 10022

New York – 45 Rock

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5100

New York – 510 Madison Ave

Location

510 Madison Ave, Floor 21, New York, NY 10022

Newport Beach, CA

Location

23 Corporate Plaza Drive suite 246, Newport Beach, CA 92660

Nicholas Peters

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Nick Bapis

Location

2603 East Parleys Way , Salt Lake City, UT 84109

Phone

(801) 736-9950

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Nick Paget, CFP®, CPM®

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8510

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Nicole Schafer, CFP®, CLTC®

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8511

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Noel B. Hodges, CPFA, CIMA®, CRPC®

Location

115 West Century Road, Suite 315, Paramus, NJ 7652

Phone

(201) 879-9131

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NPKD Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(415) 907-6320

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NPKD Wealth Partners

Location

30 South King Street, Suite 2C, Jackson, WY 83001

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Oak Brook, IL

Location

701 Harger Road, Suite 210, Oak Brook, IL 60523

Oglevee & Devine Wealth Partners

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5963

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Olympia, WA

Location

711 S Capitol Way, Suite 705, Olympia, WA 98501

Phone

(360) 634-8358

Oryx Legacy Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5100

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Oryx Legacy Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

Phone

(212) 549-5100

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P. Schuyler Quackenbush, Jr., CRPC®, CPWA®

Location

One Buckhead Plaza, 3060 Peachtree Road, NW Suite 110, Atlanta, GA 30305

Phone

(404) 460-1274

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Paget Wealth Partners

Location

10500 NE 8th Street Suite 875, Bellevue, WA 98004

Phone

(425) 400-8513

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Paige Hatcher

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

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Palm Beach, FL

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Paramus, NJ

Location

115 West Century Road, Suite 315, Paramus, NJ 07652

Parker Kvasnak Wealth Partners

Location

180 Battery Street Suite 120, Burlington, VT 5401

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Patricia “Patty” Lawyer

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3591

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Patrick Digenan

Location

2000 Avenue of the Stars Suite 530 N, Los Angeles, CA 90067

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Patrick Trucco

Location

30 South King Street, Suite 2C, Jackson WY 83001

Phone

(307) 284-4320

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Patrick Trucco

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(307) 284-4320

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Paul Leach, CFP®, CRPC®, CPFA

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7925

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Paul Patterson, CIMA®, CPWA®, CEPA®

Location

1838 Sir Tyler Drive, Suite 102, Wilmington, NC,

Phone

(910) 834-5723

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Pedro Martí

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Pennington Wealth Partners

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8055

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Peter Clarke

Location

3835 PGA Boulevard Suite 401, West Palm Beach, FL 33410

Phone

(561) 363-5830

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Philadelphia, PA

Location

One Tower Bridge, 100 Front Street, Suite 1325, Conshohocken, PA 19428

Phillip T. Dobbs, CPFA®, CFP®

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9425

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Pierattini Golden Wealth Partners

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

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PMBD Wealth Partners

Location

23 Corporate Plaza Drive, Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5954

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Pollock Salah Wealth Partners

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 907-6389

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Pollock Salah Wealth Partners

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(415) 907-6389

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Ponte Vedra, FL

Location

320 1st Street North, Unit 703, Jacksonville Beach, FL 32250

Preston, Swedlund & Turbitt Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

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Quackenbush Panetti Wealth Partners

Location

23 Corporate Plaza Drive Suite 246, Newport, CA 92660

Phone

(949) 736-5970

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Quinton Tramontano, CPWA®, CEPA

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3621

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Rachael Ferraro

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(484) 209-2045

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Rachel Baum

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8833

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Ramy Georgy

Location

5605 Carnegie Blvd Suite 200 Charlotte, NC 28209

Phone

(813) 502-0500

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Reed RGFO

Location

6135 Park South Drive Suite 500, Charlotte , NC 28210

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Richard H. Bergman, CFP®, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7620

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Richard Hassan

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

Phone

(475) 284-2395

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Richard T. Blackwell, AIF®, AAMS®

Location

200 S 10th Street, Suite 1020, Richmond, VA 23219

Phone

(804) 653-4702

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Richeda, Farr Wealth Partners

Location

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111

Phone

(720) 792-0163

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Richie Schmock, CRPC®

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9105

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Richmond, VA

Location

200 S 10th Street, Suite 1020, Richmond, VA 23219

Phone

(804) 653-4706

Risher Wealth Partners

Location

One Buckhead Plaza, 3060 Peachtree Road, Suite 110, Atlanta, GA 30305, USA

Phone

(404) 443-2700

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Robert Echavarria, CPFA

Location

17806 IH-10W Suite 210, San Antonio, TX 78257

Phone

(210) 890-3622

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Robert J. Fink, CFP®, CPFA, ChFC®

Location

1850 Mt. Diablo Blvd Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6340

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Robert L. Moon, CPM®

Location

2 Bethesda Metro Center, Suite 800 Bethesda, MD 20814

Phone

(240) 956-4480

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Robert New

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(470) 903-7112

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Robert Panetti, CFA®

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5971

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Rockefeller Strategic Advisory

Location

437 Madison Avenue Suite 2701, New York, NY 10022

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Rod Nakamoto

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Ronald Ventura

Location

227 W Monroe Street, Suite 2050, Chicago, IL 60606

Phone

(312) 681-7630

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Rone Reed, CPWA®

Location

6135 Park South Drive Suite 500, Charlotte , NC 28210

Phone

(980) 392-2340

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Rosenberg Outcalt Wealth Partners

Location

One Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8822

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Rosenburg Outcalt Wealth Partners

Location

One Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8822

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Ross J. Hambleton, CFP®

Location

3825 Edwards Road, Suite 630, Cincinnati, OH 45209

Phone

(513) 964-5020

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RSA Family Wealth

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5045

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Ruben Wealth Partners

Location

2 Bethesda Metro Center Suite 800, Bethesda, MD 20814

Phone

(240) 956-4470

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Ruben Wealth Partners

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Phone

(240) 956-4470

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Russell Bowman

Location

525 Washington Blvd Suite 1410, Jersey City, NJ 7310

Ryan Barcena

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Ryan Epperson Wealth Partners

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-7010

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Ryan Papez

Location

16220 N. Scottsdale Road Suite 390, Scottsdale, AZ 85254

Phone

(480) 923-9352

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Ryan Quinn

Location

500 Boylston Street, Suite 1300, Boston, MA 02116

Phone

(857) 504-8732

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Sabina Lien, CFP®

Location

271 West Canton Avenue, Suite 100, Winter Park, FL 32789

Phone

(689) 345-9310

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Salt Lake City, UT

Location

2603 Parleys Way, Floor 1, Salt Lake City, UT 84109

Samantha Zapoleon

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Samuel Wilson

Location

8 Sound Shore Drive, Suite 120, Greenwich, CT 06830

Phone

(203) 717-6613

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San Antonio, TX

Location

17806 IH-10W, Suite 210, San Antonio, TX 78257

San Diego, CA

Location

4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA 92122

San Francisco, CA

Location

Two Embarcadero Center, Suite 2320, San Francisco, CA 94111

San Jose, CA

Location

750 University Avenue, Suite 240, Los Gatos, CA 95032

Sanjay George

Location

1330 Post Oak Boulevard, Suite 1100, Houston, TX 77056

Phone

(713) 804-6411

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Santo Famulare

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

Sarah Madison

Location

701 Harger Road Suite 190, Oak Brook, IL 60523

Phone

(630) 575-2300

Saratoga Family Office

Location

321 Broadway Suite 300, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Saratoga Springs, NY

Location

321 Broadway, Floor 3, Saratoga Springs, NY 12866

Scarbrough Wealth Partners

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(470) 903-7110

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Schuyler Perry, CFP®, CIMA®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9013

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Scott N. Breckenridge

Location

115 West Century Road Suite 315, Paramus, NJ 7652

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Scott Stewart, CFA®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(212) 549-5159

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Scottsdale, AZ

Location

16220 N Scottsdale Road, Suite 390, Scottsdale, AZ 85254

Scruggs Wright Wealth Partners

Location

1330 Post Oak Boulevard Suite 1100, Houston, TX 77056

Phone

(713) 804-6421

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Sean Foust

Location

1790 Hughes Landing Boulevard, Suite 400, The Woodlands, TX 77380

Phone

(713) 832-8924

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Sean Houston

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 476-2323

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Sean P. Connolly, CPFA®

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(689) 345-9411

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Sean Seese, CPFA, CIMA®, C(k)P®

Location

100 Front Street Suite 1325, Conshohocken, PA 19428

Phone

(484) 209-2051

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Selcow Wealth Partners

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

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Shaffer Wealth Partners

Location

1812 North Moore Street, Suite 1700, Arlington, VA 22209

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Shaun Van Vilet, CFP®

Location

45 Rockefeller Plaza, Floor 5, New York, NY 10111

Phone

(332) 263-9011

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Shawn Moore, CPM®, CFP®

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5071

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Shawna Alexander, ChFC®, CDFA®

Location

1790 Hughes Landing Boulevard, Suite 400, The Woodlands, TX 77380

Phone

(713) 832-8923

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Shay Scruggs

Location

1330 Post Oak Blvd 11th Floor, Houston, TX 77056

Phone

(713) 804-6420

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Sheehan Wealth Partners

Location

1812 N Moore St, Suite 1700, Arlington, VA 22209

Phone

(202) 890-8090

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Sheila Shaffer, CFP®

Location

1812 North Moore Street, Suite 1700, Arlington, VA 22209

Phone

(202) 719-3040

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Shelley Wealth Partners

Location

300 Crescent Court Suite 1450, Dallas, TX 75201

Phone

(972) 761-5000

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Shirley Quackenbush, CPWA®

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

+1 (949) 736-5970

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Siden Fink Wealth Partners

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5586

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Siden Fink Wealth Partners

Location

One Town Center Road, Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8902

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Silicon Valley

Location

2570 W. El Camino Real Suite 600, Mountain View, CA 94040

Phone

(650) 559-9900

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Silicon Valley Family Office

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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Southeastern Wealth Management Group

Location

One Buckhead Plaza, 3060 Peachtree Road, Suite 110, Atlanta, GA 30305

Phone

(404) 476-2100

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St. Louis, MO

Location

16090 Swingley Ridge Road, Suite 400, Chesterfield, MO 63017

Stamford, CT

Location

300 First Stamford Place, Suite 230, Stamford, CT 06902

Stanford Young

Location

2570 W. El Camino Real , Mountain View, CA 94040

Phone

(650) 559-9900

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Stefan “Max” Oglevee

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5962

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Stefan Oglevee

Location

23 Corporate Plaza Drive Suite 246, Newport Beach, CA 92660

Phone

(949) 736-5960

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Stephanie B. Walsh, CFP®

Location

16090 Swingley Ridge Road Suite 400, Chesterfield, MO 63017

Phone

(314) 887-6332

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Stephen Randolph

Location

Industrious Carmel City Center, 880 W Monon Green Boulevard Suite 101, Carmel, IN 46032

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Stephen White

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

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Steven Cangialosi

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

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Steven Celeste

Location

321 Broadway 3rd Floor, Saratoga Springs, NY 12866

Phone

(518) 886-3445

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Steven Cohen, CEPA®

Location

45 Rockefeller Plaza, Floor Five, New York, NY 10111

Phone

(212) 549-5141

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Steven Rosenberg

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8815

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Strategic Wealth Partners

Location

3060 Peachtree Road, Suite 110, Atlanta, Georgia 30305

Phone

(404) 443-2700

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Susan Shah

Location

45 Rockefeller Plaza 5th Floor, New York, NY 10111

Phone

(212) 549-5100

Tammi Lauder

Location

300 First Stamford Place Suite 230, Stamford, CT 6902

Phone

(475) 284-2381

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Tate Wealth Partners

Location

5605 Carnegie Blvd, Suite 200 Charlotte, NC 28209

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Taylor Barden, CEPA®, CPWA®

Location

5605 Carnegie Blvd, Suite 150 Charlotte, NC 28209

Phone

(980) 392-2350

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Tenenbaum Wealth Partners

Location

Two Embarcadero Center Suite 2320, San Francisco, CA 941111

Phone

(415) 830-5780

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Terri Ucci, CFP®, CRPC®

Location

227 W Monroe Street Suite 2050, Chicago, IL 60606

Phone

(312) 681-7605

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The Atlantic Group

Location

2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814

Phone

(561) 363-5822

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The Atlantic Group

Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL 33410

Phone

(561) 363-5822

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The Bloom Williams Group

Location

711 Capitol Way S, Suite 705, Olympia, WA 98501

Phone

(360) 634-8334

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The Crown Group

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The FMC Group

Location

1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA 94596

Phone

(925) 951-6340

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The HLB Group

Location

3060 Peachtree Road Northwest suite 110, Atlanta, GA, 30305

Phone

(404) 942-3047

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The Jones Connolly Pollock Group

Location

271 West Canton Ave Suite 100, Winter Park, FL 32789

Phone

(972) 761-5000

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The Mason Group

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7935

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The Maxwell Group

Location

1790 Hughes Landing Boulevard, Suite 400, The Woodlands, TX 77380

Phone

(713) 832-8926

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The Sargent Group

Location

100 First Stamford Place Suite 201, Stamford, CT 6902

Phone

(212) 549-5110

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The Sargent Group

Location

45 Rockefeller Plaza Floor 5, New York, NY 10111

Phone

(212) 549-5110

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The Woodlands, TX

Location

1790 Hughes Landing Boulevard Suite 400, The Woodlands, TX 77380

Theresa Gorin, CFP®, CPFA®, CRPC™®

Location

16090 Swingley Ridge Road, Suite 400, Chesterfield, MO, 63017

Phone

(314) 887-6350

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theUgroup

Location

2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067

Phone

(424) 600-7920

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Thomas Epperson

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2695

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Thomas McDavid

Location

One Buckhead Plaza 3060 Peachtree Road, NW Suite 110 & 200, Atlanta, GA 30305

Phone

(404) 443-2700

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Thomas Risher

Location

3560 Lenox Road NE Suite 1100, Atlanta, GA 30326

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Thomas Tabor

Location

1 Town Center Road Suite 500, Boca Raton, FL 33486

Phone

(561) 617-8827

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Thomas Unger

Location