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IPA PAC
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DIRECTORY

IPA Members

IPA Members operate and have investments in all 50 states and around the world.

ASSET MANAGERS
Comprised of Sponsors of public, non-listed and/or privately placed portfolio diversifying investments (“PDIs”).
DISTRIBUTION PARTNERS
Comprised of Broker-Dealers and Registered Investment Adviser Firms.
INDUSTRY PARTNERS
Members that provides goods or services to Asset Managers or Distribution Partners, or which otherwise wishes to market to such Members or be associated with the PDI industry.

ASSET MANAGERS

DISTRIBUTION PARTNERS

1776 Wealth LLC
Advisor Group
American Portfolios Financial Services, Inc.
Ameriprise Financial
Ameritas Investment Corp.
AOG Wealth Managment
Apollon Wealth Management
APW Capital, Inc.
Arkadios Capital
Atomi Financial Group, Inc.
Aurora Securities, Inc.
Ausdal Financial Partners, Inc.
Avantax Wealth Management
AXA Advisors, LLC
Baker Tilly Capital, LLC
Benchmark Private Wealth
Berthel Fisher & Company Financial Services, Inc.
Cabot Lodge Securities, LLC
Cambridge Investment Research Inc.
Cape Securities, Inc.
Capital City Securities, LLC
Capitol Securities Management, Inc.
Carter, Terry & Company, Inc.
Centaurus Financial Inc.
Certified Financial Group, Inc.
Cetera Financial Group
Charles Schwab
Chauner Securities, Inc.
Claraphi Advisory Network, LLC
Coastal Equities, Inc.
Colorado Financial Service Corporation
Concorde Investment Services, LLC
Conover Securities Corporation
Corient Capital Partners, LLC
Crawford 1031 Advisors
Crescent Securities Group, Inc.
Crown Capital Securities, L.P.
D-Merc Services
Doceo Wealth, LLC
Dwyer Financial, LLC
Endeavor Advisors LLC
Emerson Equity LLC
Ernst Capital Securities, Inc.
Fidelity Investments
First Allied Securities, Inc.
First Financial Equity Corp.
FourStar Wealth Advisor LLC
GCB Private Wealth
Geneos Wealth Management, Inc.
Global Investment Company
H Beck, Inc.
Hantz Financial Services, Inc.
Heritage Fincorp, Inc.
Hilltop Securities inc
Hornor Townsend & Kent, Inc.
IBN Financial Services, Inc.
Infinex Financial Group

INDUSTRY PARTNERS

AccuPoint Solutions,LLC
Alliance160, LLC
Alston & Bird LLP
Alternative Investment Exchange (AIX)
Armstrong Teasdale LLP
Baker & McKenzie
Broadridge Financial Solutions
CAIS
Capright
Centersky, Inc.
Computershare
Destra Capital Management LLC
DLA Piper US LLP
DTCC – AIP
Eversheds Sutherland (US)
Envision Financial Systems, Inc.
Exeter Trust Company
FactRight, LLC
Great Lakes Fund Solutions, Inc.
Hana Solutions LLC
Hillson Consulting
iCapital
Kunzman & Bollinger, Inc.
Kutak Rock LLP
LODAS Securities, LLC.
Mediant
Mick Law P.C. LLO
Morris, Manning & Martin, LLP
Morrison & Foerster LLP

Nelson Mullins Riley & Scarborough LLP
NuView Trust
OPTO Investments
Orchard Securities, LLC
Phoenix American Financial Services
Preferred Capital Securities
Proskauer Rose, LLP
RealBlocks
Realized Financial, Inc.
Rep Driven Results, LLC
Robert A. Stanger & Co., Inc.
Scopus Financial Group
Securities Transfer Corporation
Seyfarth Shaw LLP
Skyway Capital Markets
Simpson Thacher & Bartlett LLP
Snyder Kearney, LLC
SS&C Technologies
The Bowman Law Firm, LLC
The Entrust Group
Troutman Pepper Hamilton Sanders LLP
tZERO Group, Inc.
Ultimus Fund Solutions, LLC
UMB Fund Services
Venture.co Holdings, Inc.
WealthForge
WealthForge Technologies, LLC

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