The Sectors We Serve

The depth of our coverage of these three sectors is unparalleled.



Clients with More than $1 Billion in AUM/AUA

  • 6 Meridian 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.
  • Bordeaux Wealth Management, LLC
  • Bradford & Marzec, LLC
  • Bridgewoth Financial, 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.
  • Evergreen GaveKal
  • Fiduciary Investment Advisors, LLC
  • First Republic Investment Management, Inc.
  • FolioDynamix
  • 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
  • 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
  • Shelton Capital Management
  • 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
  • Warren Averett Asset Management, LLC
  • Wedbush Securities
  • Wellington West

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




“My colleagues and I believe it is essential to have an advisor with intimate knowledge of the investment industry as well as the experience of having advised on transactions.  To find this expert we asked the most prominent industry leaders which firm we could trust to guide our organization in the right direction. The same firm name kept coming up: ECHELON Partners.  In working with their team on various projects over the past eight years, we have greatly benefited from their visionary advice and deal expertise.  ECHELON’s people-centric ways and the value they have created in our organization is the reason we stay in close contact with them regarding all of our strategic decisions.”

Jim Heard, CFP
President & CEO – Windham Brannon Financial Group

“I wanted to write a note thanking ECHELON Partners for its invaluable service to us over the past several months.  One of my initial goals prior to pursuing my deal opportunity was to work with the best consultants and advisors in the wealth management industry so that the very best effort would be made toward a successful deal conclusion.  By working with ECHELON Partners I was able to accomplish that goal.  There is no doubt in my mind that you and your team, through your unique and in-depth knowledge of the industry, put me and my firm in the very best position possible to win the deal.  Thank you again for your professionalism throughout this process.  I look forward to staying in touch.”

John Charles Kernodle
President and Founder – Strathmore Capital Advisors, Inc.

“As a small-firm partner, I cannot imagine a future without ECHELON at my side. I find them an invaluable resource that provides a tremendous benefit to the firm. The time and patience of the team to explain and provide a perspective on important aspects of practice administration such as valuation, industry trends, and opportunities for growth are much appreciated by all partners. ECHELON’s insight is invaluable and delivered in a most professional manner sensitive to the needs of our business. RIAs are missing the boat if they are not working on their strategic initiatives with ECHELON.”

David George
Managing Partner- Wealth Management Group

“ECHELON Partners provided Lydian with invaluable strategic insight into its overall positioning in the high-net-worth marketplace across several projects. Their ongoing research and analysis has allowed Lydian to fine-tune its positioning as market conditions continue to change. We view ECHELON as a long-term strategic partner in the high-net-worth private banking and wealth management sectors.”

Rich Bursek
EVP, COO- Lydian Bank & Trust

“ECHELON helped us work through the myriad issues bringing together two cultures and many personalities. By helping us consider the financial and nonfinancial issues, we were able to discuss issues up front that could have been land mines later on. Our successful merger is a direct result of their guidance and expertise.”

Gary E.D. Alt, CFP
Partner- Monterey Private Wealth

“ECHELON was instrumental in helping our firm navigate the operational, cultural, and financial aspects of successfully merging two independent firms into one. Their holistic approach, experience, process, and willingness to express an opinion were what separated ECHELON as our advisor of choice.”

Chuck Bowes, CFP
Partner- Waypoint Wealth Partners



ECHELON is Connected

Learn more about our partners.



"ECHELON helped us work through the myriad issues bringing together two cultures and many personalities. By helping us consider the financial and nonfinancial issues, we were able to discuss issues up front that could have been land mines later on. Our successful merger is a direct result of Dan’s guidance and expertise."
Gary E.D. Alt, CFP Partner- Monterey Private Wealth