Our team consists of highly skilled professionals who are dedicated to staying at the forefront of industry trends, continually expanding our knowledge to serve our clients better.

We believe in open and clear communication, maintaining the highest standards of honesty and authenticity while fostering transparency and accountability in our interactions.


As a third-generation family-owned firm, we offer a sense of continuity and stability. Our longstanding presence in the industry reflects our commitment to building enduring relationships with our clients, providing consistent guidance and support over the long term.

Daneen Weaver Wealth Advisor

Strategic Partners

  • Founded in 1962; public since 1983
  • Approximately $1.28 trillion in client assets
  • Approximately 8,700 financial advisors
  • Equity research coverage of more than 1,050 companies
  • Cutting-edge technology

Addepar empowers investors and advisors to navigate the increasingly complex world of investment management.

Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $2 trillion of assets on the Addepar platform.