Member Directory
overview
IPA’s members comprise a leading group of asset managers, broker-dealers, registered investment advisers, family offices, fintech firms, law firms and other key players in alternatives.
This group includes premier sponsors and distributors of alternative assets. Our members are at the forefront of private real estate, private credit, private equity, infrastructure and various other alternative assets. With operations and investments spanning all 50 states and numerous countries globally, IPA members embody a wealth of expertise across the industry. Explore our members and gain insights into the breadth of knowledge and experience they bring to the industry.
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Asset Managers
- Adams Street Partners
- Antares Capital
- AOG Institutional Diversified Fund
- Apollo Global Management, LLC
- Ares Management Corporation
- Ashford Inc.
- Axxes Capital LLC
- Beacon Ridge Capital Management, LLC
- BentallGreenOak / Sun Life Financial
- BlackRock
- Blackstone
- Blue Owl
- Bluerock
- Brookfield / Oaktree
- Calamos Investments
- Cantor Fitzgerald
- Capital Square
- Carter Funds
- CIM Group
- CION Investments
- CNL Financial Group
- Cohen & Steers
- Colliers International
- Core Spaces
- Cottonwood Residential, Inc.
- Crow Holdings Capital Partners, LLC
- Deutsche Bank / DWS
- Eagle Point Credit Management LLC
- ExchangeRight
- Fortress
- Forum Investment Group
- Four Springs Capital Markets
- Franklin Templeton
- FS Investments
- Gladstone Companies
- Griffin Capital Company, LLC
- Hines
- Humphreys Capital
- Inland Real Estate Group
- Invesco
- Iron Point Partners
- J.P. Morgan
- JLL (Jones Lang LaSalle)
- John Hancock
- Kennedy Lewis
- KKR & Co. (Kohlberg, Kravis, Roberts & Co.)
- NexPoint
- Nomura Group
- Nuveen
- Pacific Oak Capital Advisors
- Peachtree Group
- PGIM (Prudential)
- Redbrick LMD, LLC
- Sealy & Company
- SmartStop Asset Management
- Starwood Capital Group
- Stockbridge Capital Group
- StratCap
- Time Equities Inc.
- Trilogy
- Triton Pacific Capital Partners
Distribution Partners
- 1776 Wealth LLC
- Accretive Wealth Management
- Advanced Investments, Ltd.
- Aeon Capital, Inc.
- AIAC Investment Group
- Alliance Global Partners
- American Portfolios Financial Services Inc.
- Ameriprise Financial
- Ameritas Investment Corp.
- Amicus Financial Advisors
- Andalus Capital
- AOG Wealth Management
- Apollon Wealth Management
- Arete Wealth Management
- Arkadios Capital
- Artisan Wealth Advisory Group
- Arvest Wealth Management
- Asset Strategy Advisors
- Atomi Financial Group, Inc.
- Atria Wealth Solutions
- Aurora Private Wealth
- Aurora Securities, Inc.
- Ausdal Financial Partners, Inc.
- Avantax Wealth Management
- Baker Tilly Capital, LLC
- Bank of America
- Benchmark Private Wealth
- Berthel Fisher & Company Financial Services BlueprintFinancial Strategies
- Bourbon Financial
- Cabin Securities, Inc.
- Cabot Lodge Securities, LLC
- Calton & Associates, Inc
- Cambridge Investment Research Inc.
- CAP
- Cape Securities, Inc.
- Capital City Securities, LLC
- Capital Investment Companies
- Capital Markets IQ, LLC
- Capitol Securities Management, Inc.
- Caprock
- Carter, Terry & Company, Inc.
- Cavria Advisors, LLC
- Centaurus Financial, Inc.
- Cerity Partners
- Certified Financial Group, Inc.
- Cetera Financial Group
- CFG Wealth Management
- Charles Schwab & Co, Inc.
- Claraphi Advisory Network, LLC
- Clear Stream Advisors
- Coastal Equities, Inc.
- Colorado Financial Service Corporation
- Commerce Street Capital
- Commerce Street Investments
- Commonwealth Financial Network
- Concorde Investment Services, LLC
- Corient Capital Partners, LLC
- Corporate Investments Group, Inc.
- Crawford 1031 Advisors
- Crescent Securities Group, Inc.
- CUSO Financial Services, LP
- D.H. Hill Securities, LLLP
- DAI Securities, LLC
- Dempsey Lord Smith LLC
- Doceo Wealth, LLC
- Dwyer Financial, LLC
- Dynasty Financial Partners
- Emerson Equity, LLC
- Endeavor Advisors LLC
- Edward Jones
- Equitable Holdings
- Fidelity Investments
- Financial Connection, Inc.
- First Financial Equity Corp.
- First First Foundation
- FourStar Wealth Advisors
- GCB Private Wealth
- Geneos Wealth Management, Inc.
- Global Investment Company
- Hantz Financial Services, Inc.
- Haworth Advisory Services
- Heritage Fincorp, Inc.
- High Speed Alliance
- Hightower Advisors
- Hilltop Securities Inc
- Hornor Townsend & Kent, Inc.
- IBN Financial Services, Inc.
- IDB Capital
- Independent Financial Group, LLC
- Independent Financial Partner Securities, LLC
- Infinity Financial Services
- Integras Partners
- International Assets Advisory, LLC
- Investment Planners Inc.
- Invicta Advisors LLC
- IPI Wealth Management
- J.W. Cole Financial
- JRW Investments
- Kestra Financial
- Kingswood U.S.
- Kovac Securities, Inc.
- LaSalle St. Securities, LLC
- Lazari Capital
- Legacy Wealth Management, LLC
- Lido Advisors
- Lifemark Securities
- Lincoln Financial Network
- LPL Financial LLC
- M Holdings Securities, Inc.
- Madison Avenue Securities, LLC
- Madrona Financial
- Mainsail Asset Management, LLC
- Manhattan West
- Massey Financial Group
- MassMutual Wealth Management
- MetLife Broker Dealer Group
- Mill Creek Capital Advisors
- Mindful Wealth LLC
- Money Concepts
- Morgan Stanley
- National Securities Corporation
- New York Life
- Newbridge Securities Corp.
- NEXT Financial Group, Inc.
- NexTrend Securities, Inc.
- NI Advisors
- Nobles & Richards, Inc.
- Northland Securities Inc.
- Optivest
- Osaic
- Packerland Brokerage Service
- Parcion
- Pariter Securities
- Paulson Investment LLC
- Pinnacle Capital Securities, LLC
- ProEquities, Inc.
- Prospera Financial Services, Inc.
- Provident Wealth Advisors LLC
- Qubera Wealth Management
- Quiver Financial
- Raymond James
- RCM Investments
- Real Estate Transition Solutions
- Realta Wealth
- Regal Securities
- Robertson Stephens
- Rudwall Wealth Management LLC
- Sageworks Capital, Inc.
- Sanctuary Wealth
- SCP Steward Capital Advisors LLC
- Seasons Investments, LLC
- Sequence Financial Specialists LLC
- Sigma Financial Corporation
- Signal Securities, Inc.
- Simons Financial Network
- Sorrento Pacific Financial, LLC
- South Coast Investment Advisors, LLC
- Steward Partners Global Advisory
- Strategic Blueprint, LLC
- The Investment Center, Inc.
- The Merchanges Financial Group, Ltd.
- The O.N. Equity Sales Company (ONESCO)
- The Strategic Financial Alliance
- The WealthPlan LLC
- Titan Securities
- Tradesk Securities, Inc.
- Triad Advisors, Inc.
- Trustmont Financial Group LTD
- U.S. Bancorp Investments Inc.
- UBS Financial Services Inc.
- United Planners Financial Services of America
- Upmarket Co
- USA Financial Securities Corp.
- Vanderbilt Financial Group
- Vestech Securities, Inc.
- Voya Financial
- Waddell & Reed
- Wangard Family Office
- Wealthspire
- Wealthforge Securities, Inc
- Wedbush Morgan Securities
- Western International Securities, Inc.
- Whitehall-Parker Securities Inc.
Industry Partners
- Accruit
- Alliance 160
- Alston & Bird
- Altcentric
- Armstrong Teasdale
- Baker McKenzie
- BetaNXT
- Broadridge Financial Solutions, Inc.
- CAIS
- CapRight
- Clifford Chance
- Computershare
- Deloitte
- DLA Piper
- DTCC
- Envision Financial System, Inc.
- Eversheds Sutherland
- Exeter Trust Company
- FactRight
- Great Lakes Fund Solutions
- Groom Law Group
- iCapital
- Iownit
- Kunzman & Bollinger
- LODAS
- Morgan Lewis
- Morris, Manning & Martin
- Morrison Foerster
- Nelson Mullins Riley & Scarborough LLP
- OPTO Investments
- Orchard Securities
- Preferred Capital Securities
- Proskauer
- RAIS
- Stanger Investment Banking
- SCOPUS Financial Group
- SEI Global Services
- Seyfarth Shaw
- Simpson Thacher
- Skyway Capital Markets
- Snyder Kearney
- SS&C
- The Bowman Law Firm
- Troutman Pepper
- Ultimus Fund Solutions
- UMB Fund Services
- Vistra
- WealthForge