Clients & Transactions

Sample Transactions & Advisory Assignments Executed by the ECHELON Team

Clients with More than $1 Billion AUM/AUA*

  • Fortigent, LLC

  • The Great-West Life Assurance Company

  • HighTower Advisors, LLC

  • Hollencrest Securities, LLC

  • ING Capital Management

  • Integrated Wealth Management Inc.

  • Lawing Financial

  • London Life Insurance Company

  • Loring Ward Securities Inc.

  • LPL Financial LLC

  • Lydian Private Bank

  • Mariner Wealth Advisors, LLC

  • Massey Quick

  • McCutchen Group, LLC

  • Mellon Bank

  • Merrill Lynch

  • MFS Investment Management

  • Miller/Russell & Associates LLC

  • Modera Wealth Management

  • Navellier & Associates Inc

  • Niemann Capital Management, Inc.

  • Northstar Financial Services Group, LLC

  • Allianz Capital Partners of America, Inc.

  • Altair Advisers, LLC

  • Aspiriant, LLC

  • Assante Wealth Management

  • AssetMark, Inc.

  • Bailard Inc.

  • Balasa Dinverno Foltz, LLC

  • Baldwin Brothers, Inc.

  • Bank of America Corporation

  • Benjamin F. Edwards & Co.

  • Bradford & Marzec, LLC

  • BRF Bordeaux, LLC

  • Brinker Capital, Inc.

  • Brinton Eaton Associates, Inc.

  • Brownson, Rehmus & Foxworth, Inc.

  • Buckingham Asset Management, LLC

  • Camden Capital, LLC

  • City National Bank

  • Dimensional Fund Advisors

  • Envestnet Asset Management, Inc.

  • Fiduciary Investment Advisors, LLC

  • First Republic Investment Management, Inc.

  • FolioDynamix

  • OBS Financial Services, Inc.

  • Pacific Wealth Advisors, LLC

  • Pershing LLC

  • Phillips & Company Securities Inc.

  • Post Advisory Group, LLC

  • Private Ocean, LLC

  • Prudential Wealth Management Solutions

  • Raymond James & Associates, Inc.

  • RNC Genter Capital Management

  • SageView Advisory Group, LLC

  • Securities America

  • SEI Investments

  • Signature Estate & Investment Advisors, LLC

  • State Street Corporation

  • Symmetry Partners, LLC

  • TD Ameritrade Institutional

  • The Bank of New York

  • The Bank of New York Mellon Corporation

  • United Capital Partners

  • Wedbush Securities

  • Wellington West

*Given that some clients request confidentiality, please note this is a partial list of firms.

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ECHELON RIA M&A Dealbook

© ECHELON Partners 2019. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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