Case Studies
How our clients are leveraging the Advisor Xi platform.
Case Studies
How our clients are leveraging the Advisor Xi platform.


Case Studies

Featured Case Studies

Krilogy FinancialAndrew Miller, Investment Analyst
How a Technology Makeover Positioned Krilogy Financial for Future Growth and Continued Success
At a Glance
  • Founded: 2009
  • Location: St. Louis, Missouri
  • Website: krilogy.com
  • Services Offered: Krilogy is an independent wealth management firm focused on the development and execution of wealth management plans, investing in team, technology and knowledge to help clients reach their financial goals.
  • AUM: $750 million
  • Clients: 1,400
  • Staff: 41
  • Primary Custodian: Charles Schwab & Co.
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
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Weston FinancialJake Filoon, President and Chief Operating Officer
A Case Study on Keeping in the Game with Integrated Technology
At a Glance
  • Founded: 1979
  • Headquarters: Wellesley, Massachusetts
  • Website: westonfinancial.net
  • Services Offered: Financial Planning and Wealth Management
  • AUM: $2.3 billion
  • Clients: 1,000
  • Staff: 27
  • Primary Custodian: TD Ameritrade Institutional
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
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Henssler FinancialAdam Ledbetter, CFP®, Training Manager
A Case Study in Ensuring Your Firm can Adapt to Any Challenge
At a Glance
  • Founded: 1987
  • Headquarters: Kennesaw, Ga.
  • Website: www.henssler.com
  • Services Offered: Comprehensive financial planning, asset management, insurance, tax & accounting services
  • AUM: Approximately $1.56 billion as of December 31, 2016
  • Clients: About 3,600 individual accounts, and approximately 1,100 clients
  • Staff: 75 team members, including 22 advisors in its financial planning division
  • Primary Custodian: Charles Schwab & Co.
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
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Toth FinancialKen Bowen, Chief Operating Officer and Portfolio Manager
A Case Study in Positioning Your Practice to Glide Through Regulatory Audits & Other Challenging Situations
At a Glance
  • Founded: 1986
  • Headquarters: Leesburg, Va.
  • Website: www.tothfinancial.com
  • Services Offered: Long-Term Financial Planning & Wealth/Investment Management
  • RAUM: Approximately $460 Million, as of February 1, 2017
  • Clients: About 450 High-Net-Worth Individuals, Families, & Businesses
  • Staff: 8 Portfolio Managers/Advisors, 5 Client Service Associates
  • Primary Custodian: Charles Schwab & Co.
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
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Bronfman E.L. RothschildJill Lizzi, Wealth Advisor
A Case Study in Harnessing Tamarac’s Software to Facilitate Long-Term, Scalable Practice Growth
At a Glance
  • Founded: 1997
  • Headquarters: Rockville, Md.
  • Website: www.belr.com
  • Services Offered: Wealth management, financial planning, retirement plan advisory services, retirement plan consulting and administration
  • AUM: Approximately $4 billion
  • Clients: About 1,300 individual accounts
  • Staff: 70 team members, including 31 advisors
  • Primary Custodians: Charles Schwab & Co., Fidelity Investments
  • Portfolio Management/Reporting: Advisor View™
  • CRM: Advisor CRM®
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Maryland Capital AdvisorsMike Damas, Founder & President
A Case Study in Getting Things Done Faster, and with Greater Precision.
At a Glance
  • Founded: 2005
  • Headquarters: Chester, Maryland
  • Website: www.marylandcap.com
  • Services Offered: Portfolio management, wealth planning, and investment planning/consulting
  • AUM: Nearly $180 million for 83 client households*
  • Clients: Select high-net-worth individuals, families, family offices, trusts, and company retirement plans
  • Staff: Two principals and two client service/operations associates
  • Primary Custodians: Charles Schwab & Co., Fidelity Investments
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
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Stanford Investment Group, Inc.John Kirkpatrick, VP & Wealth Advisor
When it comes to the age-old choice, "build or buy," Stanford Investment Group (SIG) knows the best option for independent RIA practices.
At a Glance
  • Founded: 1982
  • Location: Mountain View, CA
  • Website: www.stanfordinvestment.com
  • Services Offered: Comprehensive wealth management, which encompasses financial planning, asset management, and financial concierge offerings
  • AUM: Approximately $750 million*
  • Clients: 260*
  • Staff: 16 Total Employees, Including 7 Wealth Advisors*
  • Primary Custodian: Charles Schwab & Co.
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
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Spectrum Management Group, Inc.Leslie Thompson, Managing Principal
How can independent advisors offer more value to clients than ever before? They can start by harnessing the state of-the-art technology at the heart of digital advice offerings for their practices.
At a Glance
  • Founded: 2001
  • Location: Indianapolis, IN
  • Website: www.spectrum-mgmt.com
  • Services Offered: Comprehensive wealth management and family office
  • AUM: Approximately $500 million*
  • Households: 150-160*
  • Staff: 9 total employees, including 4 advisors*
  • Primary Custodian: Schwab
  • Portfolio Reporting, Billing, and Client Portal: Advisor View™
  • Portfolio Monitoring and Trading: Advisor Rebalancing®
  • CRM: Advisor CRM®
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Steward Wealth ManagementDustin Stiefel, Co-Founder & Principal
A Case Study in Aligning Technology with Practice Goals.
At a Glance
  • Founded: 2007
  • Headquarters: Colleyville, Texas
  • Website: www.stewardwealthmanagement.com
  • Services Offered: Goals-Based Wealth Planning
  • AUM: Approximately $225 Million*
  • Clients: 200
  • Staff: 2 Advisors, 1 Client Service Associate
  • Primary Custodian: Charles Schwab & Co.
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
More DetailsRead Case Study




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