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Krilogy Financial - Andrew Miller, Investment Analyst
How a Technology Makeover Positioned Krilogy Financial for Future Growth and Continued Success
  • 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 Financial - Jake Filoon, President and Chief Operating Officer
A Case Study on Keeping in the Game with Integrated Technology
  • 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 Financial - Adam Ledbetter, CFP, Training Manager
A Case Study in Ensuring Your Firm can Adapt to Any Challenge
  • 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 Financial - Ken Bowen, Chief Operating Officer and Portfolio Manager
A Case Study in Positioning Your Practice to Glide Through Regulatory Audits & Other Challenging Situations
  • 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. Rothschild - Jill Lizzi, Wealth Advisor
A Case Study in Harnessing Tamarac’s Software to Facilitate Long-Term, Scalable Practice Growth
  • 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 Advisors - Mike Damas, Founder & President
A Case Study in Getting Things Done Faster, and with Greater Precision
  • 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
  • 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
  • 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 Management - Dustin Stiefel, Co-Founder & Principal
A Case Study in Aligning Technology with Practice Goals
  • 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
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