Clients & Transactions
Sample Transactions & Advisory Assignments Executed by the ECHELON Team
Clients with More than $1 Billion AUM/AUA*
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Fortigent, LLC
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The Great-West Life Assurance Company
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HighTower Advisors, LLC
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Hollencrest Securities, LLC
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ING Capital Management
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Integrated Wealth Management Inc.
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Lawing Financial
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London Life Insurance Company
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Loring Ward Securities Inc.
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LPL Financial LLC
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Lydian Private Bank
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Mariner Wealth Advisors, LLC
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Massey Quick
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McCutchen Group, LLC
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Mellon Bank
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Merrill Lynch
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MFS Investment Management
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Miller/Russell & Associates LLC
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Modera Wealth Management
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Navellier & Associates Inc
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Niemann Capital Management, Inc.
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Northstar Financial Services Group, LLC
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Allianz Capital Partners of America, Inc.
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Altair Advisers, LLC
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Aspiriant, LLC
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Assante Wealth Management
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AssetMark, Inc.
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Bailard Inc.
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Balasa Dinverno Foltz, LLC
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Baldwin Brothers, Inc.
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Bank of America Corporation
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Benjamin F. Edwards & Co.
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Bradford & Marzec, LLC
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BRF Bordeaux, LLC
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Brinker Capital, Inc.
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Brinton Eaton Associates, Inc.
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Brownson, Rehmus & Foxworth, Inc.
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Buckingham Asset Management, LLC
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Camden Capital, LLC
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City National Bank
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Dimensional Fund Advisors
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Envestnet Asset Management, Inc.
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Fiduciary Investment Advisors, LLC
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First Republic Investment Management, Inc.
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FolioDynamix
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OBS Financial Services, Inc.
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Pacific Wealth Advisors, LLC
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Pershing LLC
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Phillips & Company Securities Inc.
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Post Advisory Group, LLC
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Private Ocean, LLC
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Prudential Wealth Management Solutions
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Raymond James & Associates, Inc.
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RNC Genter Capital Management
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SageView Advisory Group, LLC
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Securities America
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SEI Investments
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Signature Estate & Investment Advisors, LLC
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State Street Corporation
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Symmetry Partners, LLC
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TD Ameritrade Institutional
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The Bank of New York
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The Bank of New York Mellon Corporation
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United Capital Partners
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Wedbush Securities
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Wellington West
*Given that some clients request confidentiality, please note this is a partial list of firms.