Prudential Advisors supports the professional growth of more than 2,800 financial advisors and fee-based financial planners, throughout the U.S. Through a combination of dedicated local leadership, centralized expertise, and an advanced technology platform, these professionals are equipped to deliver tailored, comprehensive financial advice to meet each client's unique financial needs, across investments, risk management, and retirement income planning.
Thrivent is a Fortune 500 diversified financial services organization offering advice, investments, insurance, banking and generosity programs and solutions to millions of clients nationwide. Founded more than 120 years ago, Thrivent helps people use their money as a tool to lead a life of higher purpose. In addition to providing purpose-based financial advice, Thrivent supports and amplifies clients’ generosity efforts. This unique approach to generosity has created a ripple of positive impact in local communities – something unique among Fortune 500 companies. In 2023, Thrivent and its clients raised and donated more than $300M through Thrivent’s generosity programs while volunteering 14M hours in the communities where they live and work.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Prudential Advisors supports the professional growth of more than 2,800 financial advisors and fee-based financial planners, throughout the U.S. Through a combination of dedicated local leadership, centralized expertise, and an advanced technology platform, these professionals are equipped to deliver tailored, comprehensive financial advice to meet each client’s unique financial needs, across investments, risk management, and retirement income planning.
Choreo is an independent firm focused on redefining the RIA’s place in the wealth advisory industry. Passionate about improving the well-being of clients, their families and their communities, Choreo operates out of 40-plus locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $27.2 billion in assets under management and advisement (as of December 2024).
Sanctuary is a leading hybrid RIA, delivering comprehensive wealth management solutions, platform partnerships, and strategic capital investments to sophisticated independent wealth management firms. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations infrastructure, support from a community of like-minded advisors, the resources of invaluable affiliated businesses and a robust solutions platform. Currently, the Sanctuary Wealth network includes more than 125 partner firms in 32 states nationwide, with over $55 billion in assets on and in transition to platform.
Prudential Advisors supports the professional growth of more than 2,800 financial advisors and fee-based financial planners, throughout the U.S. Through a combination of dedicated local leadership, centralized expertise, and an advanced technology platform, these professionals are equipped to deliver tailored, comprehensive financial advice to meet each client’s unique financial needs, across investments, risk management, and retirement income planning.
Ashton Thomas is a diversified financial services firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Through its various entities listed below, Ashton Thomas serves foundations, businesses, and affluent individuals and families by providing a range of services which include fee-based financial planning and investment portfolio management, retirement plan consulting, securities brokerage, life and health insurance, and income tax preparation. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry.
Ashton Thomas Private Wealth, LLC, (“ATPW”), founded in 2010, and Ashton Thomas Advisors, LLC (“ATA”), founded in 2024, are SEC-registered investment advisers which provide fee-based financial planning, portfolio management, pension consulting, and fund manager selection services. Ashton Thomas Securities, LLC, (“ATS”) is a dually registered entity. ATS registered with FINRA as a broker-dealer in 1984 and provides securities brokerage services. ATS became an SEC-registered investment adviser in 2008 and provides fee-based financial planning, portfolio management, pension consulting, and fund manager selection services. Ashton Thomas Insurance Agency, LLC, (“ATIA”) provides life and health insurance brokerage services. ATIA also provides income tax services through its DBA, Ashton Thomas Tax Advisory. Representatives of the entities listed may only conduct business for which they are licensed, if required, and with residents of the states and jurisdictions in which they are properly registered and/or licensed. https://ashtonthomaspw.com/
About U.S. Capital Wealth, LLC
Headquartered in Houston, Texas, with a strategic Texas presence across Austin, Dallas, and Georgetown, as well as offices in New York City, Massachusetts, and Florida, U.S. Capital Wealth LLC (“USCW”) is a premier independent, full-platform Registered Investment Advisor dedicated to delivering institutional-quality financial solutions with the personalized service of a boutique firm.
Founded in 2010, USCW was created to empower clients with access to a comprehensive wealth management experience. As a full-platform RIA, USCW offers the best of both worlds — integrating brokerage and advisory capabilities to deliver flexible solutions tailored to each client’s needs. Clients benefit from the capabilities of a large financial institution, while maintaining the personalized, high-touch approach of a boutique advisory firm.
USCW’s team of seasoned financial professionals brings decades of institutional experience to help clients navigate complexity with clarity and confidence.
USCW serves distinguished clientele, including high-net-worth and ultra-high-net-worth families, business owners, specialized industry professionals, institutions, and municipalities. Comprehensive offerings span investment management, risk mitigation, lending solutions, and fully integrated family office services — all tailored to each client’s unique goals. To learn more, please visit: https://uscwealth.com.
Mercer Advisors is a leading national RIA supporting more than 33,000 clients with a “family office for your family” model. We’ve built an RIA platform that represents what clients and advisors truly need. It’s an environment where advisors can thrive, clients receive exceptional service, and firms can unlock growth potential. We integrate the personalized touch of a boutique firm with the expansive resources of a national enterprise designed around supporting you.
Disclosure: Company statistics as of February 28, 2025 Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services.
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