Companies

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.

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.

SRS CAPITAL ADVISORS

SRS Capital Advisors is a privately owned independent RIA specializing in customized investment platforms and highly sophisticated wealth planning solutions for high net worth families and individuals, businesses, and foundations.

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.

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.

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.

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.

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.

PURSUE WEALTH PARTNERS

Pursue Wealth Partners is a hybrid RIA based in San Francisco. Pursue has an ultra-high-net-worth and high-net-worth client base including executives, families, and individuals primarily within the tech and oil & gas industries.