Service Providers

401(k) Plan Conslutants

Benefit Plans Plus

http://Benefit Plans Plus http://bpp401k.com/?utm_source=RIABiz

Fiduciary Consulting Group, Inc.

http://fiduciaryconsultinggroup.com

Platinum 401(k).com

http://www.theplatinum401k.com

Accountants

DCarsonCPA.com

http://www.DCarsonCPA.com

Hamilton Associates, P.C.

http://www.hamiltonassociatescpa.com

Moss Adams LLP

http://www.mossadams.com

Virtual Partners Group

http://www.virtualpartnersgroup.com/

Advisory Fee Consultants

Price Metrix

http://www.pricemetrix.com/products/commissioncheck/

Archiving (E-Mails)

OneSecure RIA Email Archiving & Compliance Solution

http://onesecureit.com

Back Office 

Adhesion Wealth Solutions Inc.

http://www.adhesionwealth.com

AllBackoffice Consulting

http://www.allbackoffice.com

Back Office Support Service

http://thebackoffice.biz

Transbridge LLC

http://www.transbridgellc.com

Virtual Partners Group

http://www.virtualpartnersgroup.com/?utm_source=RIABiz

Blog/Social Networking

Actiance, Inc.

http://www.actiance.com

Advisor Tech Tools

http://www.advisortechtools.com

AdvisorTweets.com

http://www.advisortweets.com

Arkovi Social Media Archiving

http://www.arkovi.com

Equilar Atlas

http://www.equilaratlas.com

Evolutionize, LLC

http://www.evolutionizemypractice.com

Kitces.com

http://www.kitces.com

PawLoyalty

http://www.pawloyalty.com

RIA Central

http://www.riacentral.com

Relay Station Social Media

http://www.relaystationmedia.com

Smarter Message

http://thesmartermessage.com/

Socialware

http://www.socialware.com

CRM

AppCrown

http://www.appcrown.com

Bingo CRM

http://www.bingocrm.com

Concenter Services, LLC

http://concenterservices.com

Grendel Online

https://www.grendelonline.com

Client Management and Support Services

Advisors Assistant 

http://www.advisorsassistant.com

Client Advisor Support Solutions

http://www.cass-online.com

Collective Investment Funds

Alta Trust

http://www.trustalta.com

Compliance Services

Compliance Solutions Associates LLC:   http://www.csacompliance.com/

Sound Compliance Services:  http://www.soundcomplianceservices.com/index.html  (Contact Peter Maftieu, 417.234.1489)

Custodians

BNY Mellon

http://www.bnymellon.com

Credit Suisse Securities USA LLC

http://www.http://credit-suisse.com

Fidelity Institutional Wealth Services

https://www.fiws.fidelity.com/app/item/RD_13569_19434.html?sapl=404&misc=ria_overview

FirstSouthwest

http://www.firstsw.com

Folio Institutional

https://www.folioinstitutional.com

Genworth Financial Wealth Management

http://www.genworthwealth.com

Kingdom Trust Company

https://www.kingdomtrustco.com

LPL Financial

http://www.joinlpl.com

M.S. Howells & Co.

http://www.mshowells.com

Millennium Trust Company

http://www.mtrustcompany.com

National Advisors Trust Company

http://www.nationaladvisorstrust.com/

Pershing Advisor Solutions

http://www.pershing.com

RBC Advisor Services

http://www.rbcadvisorservices.com

Raymond James Financial Inc.

http://www.raymondjames.com

SEI Advisor Network

http://www.seic.com/enUS/financial-advisors.htm

Schwab Advisor Services

http://advisorservices.schwab.com

Scottrade Advisor Services

https://advisor.scottrade.com

Shareholder Services Group

http://www.ssginstitutional.com

State Street Wealth Management Services

http://wms.statestreet.com

TD Ameritrade

http://www.tdainstitutional.com

Trade-PMR Inc.

http://www.tradepmr.com

Trust Company of America

http://www.trustamerica.com

U.S. Bank Trust and Custody

https://www.usbank.com

Data and Ratings

BrightScope, Inc.

http://www.brightscope.com

Cerulli Associates

https://www.cerulli.com/home.nsf/home/Home?OpenDocument

Financial Media Group

http://www.advisordatabases.com

FA Insight

http://www.fainsight.com

First Bridge

http://www.firstbridgedata.com

Data Protection

Financial Computer Services, Inc.

http://www.financialcomputer.com

Defined Benefit Services

Dedicated Defined Benefit Services

http://www.dedicated-db.com

Document Management

Ademero, Inc.

http://www.ademero.com

Trumpet Inc.

http://www.trumpetinc.com/

Family Office

Family Office Exchange

https://www.familyoffice.com

Rich and Co. Inc.

http://richandco.com

Financial Planning Tools

TWAMS Advisor Services LLC

http://outsourcedfinancialplanning.com/

GIPS Compliance

Matria Solutions, LLC

http://www.matriasolutions.com

IRAs

NuView IRA

http://nuviewira.com

Insurance

Lake Charles Auto, Home, Business Insurance and Group Benefits

http://www.lyonsagency.com

Marketing

Byrnes Consulting, LLC

http://byrnesconsulting.com

Endeavour Investment Partners LLC

http://endeavourmanagers.com/

Excella

http://excellamarketing.com

Fore Street Advisory Solutions Limited LLC

http://www.forestreetadvisory.com/

Marketing Consortium

http://marketingconsortium.net/

Revenue Architects

http://revenuearchitects.com

Tiburon Advisors

http://www.tiburonadvisors.com/

Marketing Materials

http://www.torrid-tech.com/bizcards_main.html

Performance Analytics

Performance Analytics Inc.

http://www.parmodel.com/

Tandem

http://www.tandemhq.com

Printers

Toppan Vite:  www.toppanvite.com/us

Public Relations

Cognito Financial Services Communications

http://www.cognitomedia.com

FiComm

http://ficommpartners.com

Highlander Consulting Inc.

http://www.highlanderconsulting.com

I-Impactgroup.com

http://www.i-impactgroup.com

KCD PR

http://www.kcdpr.com

MacMillan Communications

http://www.macmillancom.com/

RFPs

Cerulli Assoicates

https://www.cerulli.com/home.nsf/home/Home?OpenDocument

Recruiting

Experienced Advisors Recruiting, LLC

http://www.experiencedadvisors.com

Kathy Freeman Company

http://www.kathyfreemanco.com

Turning Point Inc.

http://tpisearch.com

Retirement Planning Services

Lawton Retirement Plan Consultants, LLC

http://lawtonrpc.com

SageView Advisory Group

http://www.sageviewadvisory.com

Risk Services

Boslego Risk Services

http://www.boslego.com

SEC Filing Services

Toppan Vite:  www.toppanvite.com/us

Strategic Planning and Financing

Founders Partners

http://www.fpadvisory.com

Sucession Planning

Finetooth Consulting

http://www.finetoothconsulting.com

Georgetown Investment Company

http://www.georgetowninvestmentcompany.com

Gladstone Associates, LLC

http://www.gstonellc.com

TAMPs

Adhesion Welath Solutions

http://www.adhesionwealth.com

AdvisorPort

http://www.advisorport.com

Assante

http://www.assante.com

AssetMark

http://www.assetmark.com

BAM Advisor Services

http://www.bamadvisorservices.com

Brinker Capital

http://brinkercapital.com

Envestnet

http://www.envestnet.com

Pershing

http://www.pershing.com/financial_business_solutions/managed_investments/registered_investment_advisors/tamp_program.html

SEI

http://www.seic.com/enUS/advisors/464.htm

Third Party Administrators

Benefit Plans Plus

http://bpp401k.com/?utm_source=RIABiz

Dedicated Defined Benefit Services

http://www.dedicated-db.com

Training

Ensemble Practice LLC

http://ensemblepractice.com

Trust Companies

Genworth Financial Wealth Management

http://www.genworthwealth.com

National Advisors Trust Company

http://www.nationaladvisorstrust.com

Unified Trust Company

https://www.unifiedtrust.com/advisor/index.cfm

Unified Managed Accounts

FolioDynamix

http://www.foliodynamix.com

Web Site Marketing

Globe Runner SEO

http://www.globerunner.com

Smarter Message

http://thesmartermessage.com

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