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Member Firms

Membership   /   Member Firms Directory
Join a growing roster of diverse thought leaders spanning the global asset & wealth management industrry.
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Abandoned Property Advisors, LLC
ACA Group
Accenture LLP
Access Data Corp., a Broadridge Company
Advisors Asset Management
Aegon Asset Management
AGF Investments, LLC
AIG
ALFI
Aliter Investment Services, LLC
Alliance Advisors
Allspring Global Investments
ALPS, an SS&C Company
Altruist
American Century Investments
Ameriprise Financial
Aperio Group, LLC
Ashland Partners & Company LLP
Atlanta Capital Investment Managers
AutoRek
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Baillie Gifford & Co. Ltd.
Bank of America / Merrill Lynch
Beacon Ridge Capital Management
BlackRock
BNY
BNY | Archer
BNY | Pershing
Bonaire, a Broadridge company
Broadridge Financial Solutions, Inc.
Brown Brothers Harriman & Co.
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CACEIS Investor Services Bank S.A.
Calamos Investments
Calvert Investments
Capital Group | American Funds
Cerulli Associates, Inc.
Chapman and Cutler LLP
Charles Schwab & Co. Inc.
Citi
Clarendon Partners
ClearBridge Investments
Cogent Syndicated, a Division of Escalent
Columbia Threadneedle Investments
Computer Resource Company (CRC)
Computershare Fund Services
Confluence
CSS
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Deloitte
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
DFIN Solutions
Dimensional Fund Advisors
Dodge & Cox
Dreyfus Corporation
DST Retirement Solutions
DST Systems, Inc.
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Eagle Investment Systems
Eaton Vance Management
Edward Jones
EI Advisory (On behalf of HSBC)
Empower Retirement
Envision Financial Systems, Inc.
Ernst & Young LLP
Eversheds Sutherland
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FAM Funds
Federated Hermes, Inc.
Fenimore Asset Management Inc
FI360
Fidelity Investments
Fiducia Optime
FilePoint
First Eagle
First Trust Portfolios
FIS
Franklin Templeton Investments
FRS Ltd.
FS Investments
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GE Asset Management
Georgeson
GFT
GMO, LLC
Goldman Sachs
GTC - Global Trust Company
Guggenheim Investments
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Harbor Capital
Harbor Funds
Harris Associates L.P.
Hartford Funds
HengTian Services
Hennion & Walsh, Inc.
HSBC Global Asset Management
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IFS (International Fund Services), a State Street company
Impax Asset Management LLC.
Inlet LLC | A Pitney Bowes & Broadridge Joint Venture
Integrity Fund Services, LLC
Integrity Viking Funds
Invesco
Investment Company Institute (ICI)
Investment Metrics LLC
ISS Market Intelligence
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J.P. Morgan
Janus Henderson
John Hancock Investment Management
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Kasina
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LexisNexis / Blue Sky Regulatory Solutions
Lord Abbett & Co
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Manulife Financial
Matthews International Capital Management
Mellon Capital, a BNY Mellon company
MFS Investment Management
Morgan Stanley Wealth Management
Morningstar Inc.
MUFG Investor Services
MUFG Lux Management Company S.A.
Mutual Fund Directors Forum
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Nationwide Financial
Natixis Global Asset Management
Neuberger Berman Management LLC
New York Life Investment Management, LLC
Newton Investment Management North America LLC
Northern Trust Company
Nuveen Investments
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Oakmark Funds
Olmstead Associates
Omgeo LLC
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Parnassus Investments
Payden & Rygel Investment Group
PGIM
PIMCO
Primerica Shareholder Services
Princeton Financial Systems, Inc.
Putnam Investments
PwC
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RBB Funds Group
RBC Global Asset Management (U.S.) Inc.
RBC Investor & Treasury Services
RBC US Wealth Management
RiverSource Life Insurance Co
Rockefeller Capital Management
Ropes & Gray
Royce Investment Partners
Russell Investments
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Saturna Capital Corporation
Schafer Cullen Capital Management Inc.
SEI
Seligman Investments
Sodali & Co
Sovos
SS&C Technologies, Inc.
Standish Mellon Asset Management
State Street Corporation
State Street Global Advisors (SSGA)
STP Investments
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T. Rowe Price Services, Inc.
TD Ameritrade
The Hartford
Thornburg Investment Management
Thrivent Financial Investor Services, Inc.
TIAA
Toppan Merrill
Touchstone Funds
Tradewinds Consulting
Transamerica Fund Services, Inc.
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U.S. Bank Global Fund Services, LLC
Ultimus Fund Solutions, LLC
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Valic Financial Advisors, Inc.
Van Eck Securities Corporation
Vanguard Group, Inc.
Vectara
Virtus Investment Partners
Voya Investment Management
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Weaver
Wells Fargo Advisors
Wendell Rhoads Consulting

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