Companies
U.S. CAPITAL
Ashton Thomas
Excel Securities
Robin Glen
U.S. Capital Wealth
U.S. Capital Wealth is an independent hybrid RIA and Broker Dealer complex with strong operations in Texas. USCW has offices in Houston, Austin, Dallas, Georgetown, New York and Andover.
Ashton Thomas
Ashton Thomas is a Scottsdale-based leading diversified financial advisory firm that specializes in advising affluent individuals and families, foundations, and business entities. Ashton Thomas is focused on high-net-worth individuals, providing customized wealth management solutions and services.
Excel Securities
Excel is a family-owned full-service independent hybrid broker-dealer founded in Rochester, NY in 1978. Excel is a hybrid wealth manager, offering both advisory services and trading services.
Robin Glen
Robin Glen is a team of planning experts focused on ultra-high-net-worth and high-net-worth trust, estate/wealth planning and insurance solutions.
Pursue Wealth Partners
Georgina Asset Management
Superdex
Quantum
Pursue Wealth Partners
Pursue Wealth Partners is a hybrid RIA based in San Francisco. Pursue has ultra-high-net-worth and high-net-worth client base including executives, families, and individuals primarily within the tech and oil & gas industries.
Georgina Asset Management
Georgina Asset Management is a single-advisor RIA based in Santa Monica, CA. Georgina specializes in comprehensive wealth planning, investment research, and portfolio management solutions.
Superdex
Superdex is an asset management firm that provides direct, enhanced, and custom indexing strategies. Superdex takes market indexes and screens for factors such as quality, value and momentum, allocating only to the top scoring companies.
Quantum
Quantum is a predominantly fee-based RIA that currently manages assets from a diverse group of clients including ultra-high-net-worth and high-net-worth families and individuals, institutions, and endowments.