As an independent firm, RPg Family Wealth Advisory is “a client of Wall Street.” In order to select the appropriate options for your comprehensive planning and wealth management needs, we’ve forged strategic partnerships that ensure access to many of the industry’s leading wealth management opportunities.
With the freedom to choose any strategic partner organizations we feel meet your needs, we’ve chosen those we believe are the best. Through them, we leverage and customize the right products and services for specific needs, assuring a boutique client experience with global-scale resources.
Fidelity Institutional Wealth Services
Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services, providing rock-solid custodianship, cost-effective pricing and, most importantly, outstanding service. As a subsidiary of Fidelity Inc., it puts the capital, technological resources and expertise of the entire organization to work for you. Fidelity is a family-managed, privately held company with more than 60 years of experience and has assets under administration of $5.2 trillion, including managed assets of $2.0 trillion as of March 31, 2016.
Pershing Advisor Solutions LLC
State-of-the-art technology, a host of innovative products and services and high-touch dedicated service make Pershing Advisor Solutions LLC a compelling partner for RPg Family Wealth Advisory and a trusted custodian for your assets. Pershing Advisor Solutions LLC is an affiliate of Pershing LLC, the industry’s largest clearing provider. Its parent, BNY Mellon, is the oldest continuously operating financial organization in the United States and the largest custodian in the world.
Schwab Advisor Services
Schwab Advisor Services is a leading provider of custodial, operational and trading support for 7,000 independent registered investment advisors. With $1.13 trillion in assets under management (as of April 30, 2015), Schwab offers RPg Family Wealth Advisory clients the safety of both its size and its financial strength. By tapping its streamlined functionality, we can focus on fulfilling your objectives and delivering personalized attention, rather than time-consuming back-office administrative tasks.
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 independent registered investment advisors like RPg Family Wealth. Its advanced technology platform, coupled with robust product, program and service offerings, helps us help our clients achieve their goals in the most efficient and effective manner.
Envestnet’s state-of-the-art financial technology enables us to give clients detailed account information with complete transparency regarding asset performance. We also turn to Envestnet for rigorously researched portfolio solutions, manager and fund research and selection as well as comprehensive coverage of asset classes in order to deliver the most insightful investment advice to our clients.
Dynasty Financial Partners
Dynasty Financial Partners is one of the nation’s premier integrated platform provider for the wealth management industry’s top independent advisors. Working with Dynasty equips us to enhance our client offerings and access to exceptional resources in research, custody, reporting technologyand an array of talented investment managers. Moreover, working with Dynasty allows us to stay focused on our clients and their investment strategies rather than on business support issues.
Callan is one of the largest investment research firms in the country providing research, education, decision support and advice to independent advisors. For nearly a quarter century, Callan has served investment advisors with a dedicated team focused solely on their needs. The firm’s advanced capabilities allow us to conduct thorough due-diligence and deliver superior, customized consulting solutions ranging from research to total portfolio oversight.
Wilshire is a leading global, independent investment consulting and services firm providing innovative investment solutions and objective, independent investment advice to investors throughout the world. For clients in more than 20 countries representing more than 500 organizations with assets of approximately $7 trillion, Wilshire delivers customized investment products as well as consulting and analytics solutions designed to address every stage of the investment decision-making process.