Strategic Partners
Ameritas Advisory Services, LLC (AAS) is a Registered Investment Advisor with the Securities and Exchange Commission (SEC); and Ameritas Investment Company, LLC (AIC) is a Registered Broker/Dealer with the SEC. Both AAS and AIC are members of the Financial Regulaory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).
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National Financial Services LLC
Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services.*
Fidelity Institutional Asset Management
Fidelity Institutional Asset Management is one of the largest investment management organizations serving the U.S. institutional marketplace.* It works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals; it also works with institutions and consultants to meet their varying and custom investment needs.
*Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $11.1 trillion, including managed assets of $3.9 trillion, as of December 31, 2021.
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Charles Schwab
The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with more than 365 offices and 12.1 million active brokerage accounts, 1.7 million corporate retirement plan participants, 1.4 million banking accounts, and $3.77 trillion in client assets as of September 30, 2019. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, https://www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products.
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Orion
The Orion companies deliver a range of innovative financial technology, investment, and support solutions that empower firms of any shape or size to realize their vision for success.