Summit is one of the industry’s prominent independent advisory firms. Founded nearly four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. Advocus Private Wealth’s affiliation with Summit provides access to SummitVantageTM, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, estate, insurance and financial planning experts that are now an extension of the Advocus team.
*Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc (registered with the SEC in 1991) and Summit Financial Resources, Inc (registered with the SEC in 1983) for all their investment advisory and financial planning business.summitfinancial.com
Merchant is a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management. Merchant brings access to an institutional level of private equity and other exclusive investing opportunities as well as deep institutional expertise.www.merchantim.com
Schwab draws from over three decades of serving affluent households. More independent financial advisors work with and entrust more assets to Schwab than any other custodian. Schwab has 270+ family office advisors that collectively manage over $150 billion. Households worth $20M and above custody more than $260Bn with Schwab Advisor Services.www.schwab.com
BNY Mellon’s Pershing has been a leading global provider of financial business solutions for 80 years and serves many of the world’s most respected financial organizations. Pershing has approximately $2.0 trillion in global client assets and a net capital of over $2.0 billion.
as of 9/30/21.www.pershing.com
Fidelity Investments provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC (FBS), Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.1
1as of 12/31/21.
Fidelity Investments and Fidelity Institutional® together (“Fidelity”) is an independent company, unaffiliated with Advocus Private Wealth (“Advocus”). Fidelity is a service provider to Advocus. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1011438.1.0.www.fidelity.com/portfolio
A small group of entertainment insiders created City National Bank in 1954 to get the highly personalized banking services their jobs demanded. Today, CNB provides the same level of service and complete financial solutions to entertainers, entrepreneurs, professionals, their businesses, and their families. City National Bank is a subsidiary of Royal Bank of Canada, one of the world’s largest banks.www.cnb.com
Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver exceptional outcomes for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.www.addepar.com
eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve 4 million households throughout the U.S.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.www.emoneyadvisor.com
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