Raymond James was built on a unifying mission – our business is people and their financial well-being. Advisors who are drawn to this ideal are anything but uniform. They come from a vibrancy of cultures, backgrounds, societies, and experiences. We believe supporting advisors whose diversity reflects the world in which we live is vitally important, not only to the firm’s mission but to the future of our industry. The Advisor Inclusion Networks support advisors and the communities they represent, providing resources, strategies, and a forum for sharing ideas designed to enhance their business. A natural extension of our culture, the networks align with our vision to be a financial services firm as unique as the people we serve.
RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients.
The SPS Family consists of two broker-dealers, Sigma Financial Corporation and Parkland Securities, LLC; a Registered Investment Advisory firm, Sigma Planning Corporation; and a back office, known as BD Ops, LLC. The companies, based in Ann Arbor, Michigan, are under common ownership and led by an experienced executive team. The SPS Family prides itself on personal service to independent registered representatives and investment adviser representatives from across the United States. We consider our representatives family as we strive every day to provide them “Independence. DELIVERED.”
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.
Headquartered in St. Louis, Missouri, Wells Fargo Advisors has approximately 35,000 team members, including over 14,500* Financial Advisors, who serve our clients in all 50 states. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it’s a commitment. It’s about honoring our relationship with clients and being fully invested in their success.
Cantella & Co., Inc. is a national, employee-owned, women-led independent broker/dealer and RIA. As a forward-thinking and relationship-driven innovator in the financial services industry for more than 65 years, we help financial advisors build client-centric practices by providing cutting edge, custom-built technology, flexible affiliation models with three top-tier clearing providers (Pershing, Fidelity, and Raymond James), and responsive, personalized home office support. We work with a diverse group of advisors who value our unique culture that’s built on transparency, innovation, and commitment to proven, long-term strategies that ensure advisors have the tools and support they need to serve their clients.
Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered investment advisers (“RIAs”). Envestnet | MoneyGuide provides goals-based financial planning applications. Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.
Guardian has been helping people protect their futures and secure their lives for more than 150 years. Every day, we serve approximately 27 million people through a range of insurance and financial products. As one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at guardianlife.com.
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