NAPFA Large Firm Forum 2025
Thank You to our Sponsors
The 2025 Large Firm Forum wouldn’t be possible without the generous support of our sponsors. Their contributions help make this event a premier experience for all attendees, bringing innovative solutions, valuable insights, and essential resources to the table.
Sponsors
Advisors Asset Management, Inc. (AAM) is a leading investment solutions partner to broker/dealers and financial advisors, providing them with an array of financial products, educational and technology tools, portfolio support, and industry expertise. AAM’s fixed income and equity products include Bonds, Alternatives, Separately Managed Accounts (SMAs), Structured Products, Unit Investment Trusts (UITs), Mutual Funds, and Exchange-Traded Funds.
AdvisorServe provides objective and unbiased support to financial planners in the areas of life insurance, disability insurance, LTC insurance, life settlements, estate planning, annuities, policy management, and more.
Operating as your own personal virtual insurance department, we are able to alleviate the insurance planning for you with support that is based upon the planning goals you’ve created with your clients.
Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app. Learn more at https://www.altruist.com and follow Altruist on Twitter @altruist.
Charles Schwab Advisor Services
At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With over 30 years of experience serving independent advisors, we understand what it takes to help you meet your business goals. That’s how we deliver the level of support you need to take control of your destiny—and create the firm you want.
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2023, Dimensional and its affiliates manage $677 billion in USD for investors worldwide.
Greenwood Star Holdings, LLC, founded in 2013 by Lisa Li and Dawson Lee, is a vertically integrated real estate firm based in Atlanta, Georgia. Specializing in multifamily properties, Greenwood Star and affiliated companies have acquired and managed, over 37 properties with 7,500+ units valued over $700 million across the Southern U.S. Currently, the company owns and manages 8 properties with 2,163 units, valued at more than $500 million, and has completed 29 full-cycle multifamily transactions.
Judson Group is an Executive Search firm specializing in Wealth Management and working with RIAs, Single/Multi-Family Offices, and Trust Companies. We work nationwide and primarily offer Retained search services. We use our client centric approach, direct industry experience, and intimate market knowledge to bring our clients comprehensive talent solutions in an efficient and timely manner. Hunter Judson, Jr. founded the practice after advising UHNW clients at Bessemer Trust.
Keystone Real Estate Investments
Keystone specializes in the sponsorship of tax-advantaged and impact investment opportunities for accredited investors and Family Offices.
NFP Private Client Group specializes in securing custom tailored comprehensive insurance programs for affluent families. From homeowner, auto, valuable articles and umbrella insurance to yacht and aviation, NFP can handle it all. Our markets include Chubb, PURE, Berkley One and Cincinnati Private Client group. NFP is a leading property and casualty broker. We enable client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions across the globe.
We provide Subadvisor services for Registered Investment Advisory Firms and their advisors for Life Insurance, Long Term Care Insurance, Disability Insurance, and Annuities. We offer Fee based and commissionable products. We utilize a Fiduciary Level Policy Analysis tool that is akin to "Morningstar for Life insurance:" Assessing Costs, Performance, and Risk for in-force and new policies. We utilize Morningstar for Annuity analysis. We handle every aspect of this planning and implementation, so advisors do not have to be licensed or handle paperwork and processing. We cover all 50 states.
Ryan Insurance Strategy Consultants / A Gallagher Company
Ryan Insurance Strategy Consultants (RISC) specializes in the advisement and implementation of the highest quality group insurance products available to NAPFA members. Licensed to conduct business in all 50 states, our individual insurance division provides life, disability and long term care policy analysis for financial advisors and their clients. Now a Gallagher Company, RISC’s reach has expanded to provide additional solutions to advisors, including E&O, cyber and much more.
SEI is a custodian for growth-minded RIAs with integrated open-architecture technology, wealth management solutions, and investment offering. A strategic business unit of SEI and serving the independent financial advisor market for nearly 30 years, Independent Advisor Solutions works with over 7,400 advisors and supports approximately $108 billion in advisors’ total platform assets (as of September 30, 2024). For more information, visit seic.com/advisors.
Sherman & Company is an investment banking/M&A firm specializing in asset/wealth management, insurance and healthcare. Founded in 2004 with offices in Charlotte and New York, our firm has closed over 90 transactions and more than $11.9 billion in deal value. We had a record year in 2024 thanks to strong valuations closing 7 M&A transactions across $700 million in deal value.
Founded in 1975, Vanguard is one of the world's most respected investment management companies offering investments; advice and retirement services; and insights to individuals, institutions, and financial professionals.
A trust company created for wealth advisors to help them grow revenue in three ways, enhancing and expanding the client-advisor relationship with kind and responsive trustee services.
Zocks is a privacy-first, AI Assistant built for financial advisors. It allows advisors to fully engage with clients during virtual, in-person and phone conversations taking notes in real-time without recordings. Plus, Zocks seamlessly integrates with CRM to generate meeting prep agendas, identifies changes in client profiles and syncs data to keep records, meeting notes, and tasks up to date for unparalleled productivity and client insights.
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