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6 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. Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio.
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.
At Axos Advisor Services our focus is solely on RIAs. As a hybrid custodian and financial services company, our powerful, integrated custodial and banking solutions enable RIAs to offer a wider range of services to their clients. And advisors have access to our intuitive Liberty Platform, designed and built specifically for RIAs. Axos Advisor services is offered by Axos Clearing LLC, a licensed br...
Emry Health, a national leader since 2002, leverages our 20+ years of expertise in healthcare cost reduction and advocacy to maximize the value of client healthcare investments, saving time and money.
Snappy Kraken is an AI-powered marketing platform built exclusively for financial advisors and firms. Our automated campaigns, award-winning content, and real-time data insights help advisors attract clients, strengthen relationships, and drive measurable growth. With built-in compliance workflows and a fully managed marketing option, we make it easy for advisors and firms to scale their marketing...
Divergent Advisors is a high-performance IMO specializing in annuity and life insurance distribution. We help independent producers scale faster through elite case design, white-glove back-office support, and compliant marketing systems. Our limited distribution product lineup and relentless service culture set us apart as the go-to growth partner for top advisors nationwide.
