Compliance Services

• Capital Markets Compliance, LLC

• National Compliance Services, Inc

• RIA Compliance Consultants

Custodian Services

• Charles Schwab Institutional

• Fidelity Institutional Wealth Services

• Pershing Advisor Solutions

• Scottrade

• Shareholders Service Group

• TD Ameritrade Institutional

• TradePMR

• Trust Company of America

Informational Services

• Bloomberg

• Forbes Financial Adviser Network

• Investor's Business Daily

• The Wall Street Journal

Practice Management

• AdvisorBenchmarking

• advisorsforadvisors

• Practice Management from AdvisorMax