Thank you to our 2025 Advisor Summit sponsors!
Ambassador sponsors.
Capital Group | American Funds
Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research, and individual accountability. As of December 31, 2024, Capital Group manages $2.8 trillion in equity and fixed-income assets for millions of individual and institutional investors around the world. Capital Group is a private firm that employs more than 9,000 associates and has offices in Europe, Asia, Australia, and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.
City National Rochdale
City National Rochdale is an investment management firm specializing in intelligently personalized portfolios for high-net-worth individuals, families, and foundations. Our tailored solutions are designed for clients desiring personalized portfolio management strategies that address their unique situation relative to investment objectives, tax sensitivities, income needs, or existing holdings with low cost basis or concentrated positions.
Dimensional
Dimensional Fund Advisors has been applying financial science to investing since 1981, building strategies based on rigorous academic research. Dimensional’s daily, systematic approach to outperforming benchmarks and peers sets us apart—we look past guesses about what company or sector might outperform and beyond the restrictions that tracking an index imposes. As of March 31, 2025, Dimensional and its affiliates managed US$786 billion for investors worldwide.
Platinum sponsors
AllianceBernstein
AllianceBernstein (AB) is a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We’re one of the largest investment-management firms in the world, with $829 billion in assets under management as of June 2025.
BlackRock
BlackRock is a premier provider of global investment management services. As of June 30, 2025, we have been entrusted to manage $12.5 trillion across equity, fixed income, alternatives, multi-asset, and cash management strategies for our institutional and retail clients. We collectively support millions of people around the world by working alongside institutions and financial advisors as they contribute to the financial well-being of those who depend on them.
Constitutional Capital Partners
Constitution Capital Partners (“CCP”), with offices in Boston and New York, is an alternative asset management firm focused on middle market private equity fund of funds, co-investment, and private credit. CCP’s primary focus across all three strategies is within the consumer, healthcare, and industrial and business services sectors, where the firm has established expertise. The firm manages approximately $6.8 billion of assets under management.
Franklin Templeton
For 75+ years, Franklin Templeton has been a firm in motion. Always innovating. Today, we’re a leader in public and private markets, digital assets, and custom tax management, empowering financial advisors with solutions to build the portfolios of the future, today.
Lord Abbett & Co
Lord Abbett & Co. LLC is a privately held, global asset management firm founded in 1929. From the day we first opened for business, our approach to investing for and serving our clients has been rooted in our core beliefs: Our clients always come first, our firm maintains a singular focus on the management of money, and our perspective is shaped by our independent thinking. These beliefs and our experience have empowered us to serve generations of clients, navigate changing markets, and earn the privilege of managing approximately $230 billion in assets (as of June 30, 2025) across a full range of global investment offerings.
Gold sponsors.
ACA Group
ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services, helping firms launch, grow, and protect their businesses for over 20 years. With a global team of 1,400+ professionals, including former regulators and industry experts, we deliver deep regulatory insight and practical support across the financial landscape. Among our specialized practices, ACA Wealth offers tailored GRC expertise for wealth management firms, helping nearly 2,000 firms navigate complex regulations and meet their compliance, technology, and cybersecurity needs.
The Bancorp
The Bancorp Bank N.A. provides non-bank financial companies with the people, processes, and technology to meet their unique banking needs. With over 20 years of experience, The Bancorp delivers partner-focused solutions paired with cutting-edge technology for companies that range from entrepreneurial startups to Fortune 500 companies. Through its Institutional Banking business, The Bancorp provides financial professionals with solutions to better serve their clients’ needs and broaden their client wealth strategies.
Comply
COMPLY is the leading provider of regulatory compliance software and consulting services for the financial institutions sector. Trusted by more than 5,000 firms, including RIAs and wealth managers to investment banks, broker-dealers and private funds, COMPLY delivers purpose-built solutions that help firms navigate complexity, reduce risk, and scale with confidence. With deep regulatory expertise and powerful technology, COMPLY is building the industry’s most comprehensive and future-ready compliance platform — one designed to meet today’s demands and evolve with tomorrow’s challenges.
Jump
Jump is the leading AI meeting assistant designed specifically for financial advisors, transforming how wealth teams handle meeting-related tasks by cutting administrative time by 90%. With Jump, advisors can automate meeting prep, note-taking, compliance documentation, CRM updates, client recap emails, financial data extraction, and follow-up tasks, drastically reducing the time spent on post-meeting work. Deeply integrated with the advisor tech stack, including Redtail, Wealthbox, Salesforce, and more, Jump is fully customizable to fit any advisor's unique style while maintaining industry-leading safety and compliance standards, including SOC-2 certification. Since its launch in 2023, Jump has earned accolades such as Best in Show at WealthManagement EDGE and has become the trusted partner of over 1,000 advisory teams. To learn more, visit jumpapp.com.
Nationwide
Our securities-backed lending solution, Nationwide Smart CreditSM, gives you an online, self-service experience when you want it and dedicated, hands-on support when you need it. By doing this, we make securities-backed lending easier for you and your client, giving you both more choice and control. When your clients need cash, open a line of credit at any time with no fees and without liquidating assets. They’ll enjoy flexible, interest-only repayment options while you keep assets under management.
Silver sponsors.
Global X
For more than 15 years, Global X’s mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a range of ETF strategies and approximately $55 billion in assets under management. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives.
Holistiplan
Holistiplan is an award-winning financial planning tool specializing in tax and insurance risk management, soon expanding to estate planning. Its OCR technology scans tax returns to generate client-facing tax reports in 45 seconds, highlighting planning opportunities. The Scenario Analysis tool models scenarios like Roth conversions and charitable giving. Holistiplan’s Insurance Risk Management tool identifies coverage gaps in home, auto, and umbrella policies. Trusted by over 30,000 users since 2019, it's a leader in tax-planning software.
Neuberger Berman
Our employee-owned, independent structure is designed for one purpose: to deliver world-class investment solutions across both public and private markets. As part of this commitment, we provide financial advisors with resources on the latest topics, including practice management, plan design, and innovative solutions. For more information, visit nb.com.
First Trust
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer investors a better way to invest. At First Trust, we are single-minded about providing trusted investment products and advisory services. We’re inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems, and develop long-term strategies. As of June 30, 2025, First Trust offers over 290 ETFs, and has approximately $278.7 billion in assets under management or supervision.
FP Transitions
FP Transitions is the wealth management industry’s only end-to-end consulting firm dedicated to the growth and sustainability of independent financial advisory businesses. Leveraging benchmarking data from 17,000+ certified business valuations and backed by a team of 60+ professionals, including lawyers, analysts, and consultants, FP Transitions delivers intelligent insights that enable multi-generational growth. Since 1999, advisors have turned to FP Transitions for guidance in identifying, building, and realizing their firm’s value.
Pontera
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients’ 401(k)s, 403(b)s, and other workplace-sponsored retirement plan accounts. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients’ financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.
More about the conference.
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Integration services provided by SEI Global Services, Inc (SGS). SGS is a wholly owned subsidiary of SEI. The information contained herein has been provided to SEI by unaffiliated third parties. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. Opinions expressed by unaffiliated third parties are their own.Investing involves risk including possible loss of principal. SEI does not endorse the use of any of the products mentioned herein. Please note the availability of certain features may be subject to the approval of you Firm or Firm’s Hom Office. Neither SEI nor its subsidiaries tax advice. Please not that (i) any discussion of U.S. tax matters cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.