open architecture

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.

strategic partners

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.


Addepars state-of-the-art financial technology enables us to give clients detailed account information with complete transparency regarding asset performance. We also turn to Addepar for comprehensive coverage of asset classes in order to deliver the most insightful investment advice to our clients.