8 Total Companies
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000...
YourStake helps financial advisors and their clients understand and grow their investing impact. We offer personalized ESG solutions and impact reporting to show the depth of information needed to make investing personalized, explainable, and transparent.
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading. Dimensional is headquartered...
Universal Financial Consultants (UFC) is an insurance and investment consulting organization that specializes in providing state-of-the-art, turn-key sales strategies to financial advisors across the United States. UFC is a founding member of Insurance Designers of America, one of the largest Brokerage General Agencies/Independent Marketing Organizations in the country.
Modern Life is a tech-enabled insurance brokerage helping everyone protect what matters most. Our platform empowers today’s advisors with advanced technology and expert support to help them serve their clients faster, more easily, and more confidently.
FIN Compliance is a company within our FIN Group. It consists of FIN Compliance | FIN Disclosure | FIN Partners | FIN Portals | FIN SalesWe operate within a consortium of compliance, technology, and training consultants to assist investment firms in structuring, maintaining, and developing their regulatory programs. As a whole, we provide compliance, sales, and integration systems to the FIN Serv...
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STP Investment Services is an award-winning technology-enabled services company that provides middle, back-office, and compliance solutions to investment advisers, including investment managers, hedge fund and private equity advisers, family offices, wealth managers, and asset owners. STP provides a range of services to process all asset classes and meet ever-evolving regulatory requirements. With...
