| 1 | | 4111 SE Division St | Portland |  US | | Investing | (503) 239-5404 | N/A | N/A |
| 2 | | 904 Waukegan Rd | Glenview | US | | Investing, Insurance, Financial Advising | (847) 729-2481 | N/A | N/A |
| 3 | | 801 Brickell Ave Ste 640 | Miami | US | | Investing, Financial Advising, Banks & Credit Unions | (305) 755-5319 | michael schumm | Owner |
| 4 | | 4801 Harbord Dr | Oakland | US | | Financial Advising, Investing | (510) 350-7174 | N/A | N/A |
| 5 | | 8840 Stanford Blvd Ste 4400 | Columbia | US | | Financial Advising, Investing | (410) 480-7066 | bill adair | President and Chief Executive Officer |
| 6 | | 690 Otay Lakes Rd Ste 200 | Chula Vista | US | | Investing, Insurance, Financial Advising | (619) 754-6018 | N/A | N/A |
| 7 | | 5550 SW Macadam Ave Ste 102 | Portland | US | | Investing, Financial Advising | (503) 595-9020 | N/A | N/A |
| 8 | | 1609 Lancaster Ave | Reading | US | | Investing, Insurance, Tax Services | (610) 775-1490 | rich kaufman | owner and certified financial planner |
| 9 | | 4677 Old Ironsides Dr Ste 350 | Santa Clara | US | | Financial Advising, Insurance, Investing | (650) 996-0924 | N/A | N/A |
| 10 | | 40 Calhoun St Ste 550 | Charleston | US | | Investing, Financial Advising | (843) 937-4929 | N/A | N/A |
| 11 | | 3201 California St | San Francisco | US | | Banks & Credit Unions, Investing | (415) 674-4800 | katherine elser | Chief Executive Officer |
| 12 | | 5 Palisades Dr Ste 320 | Albany | US | | Investing, Financial Advising | (518) 458-7200 | N/A | N/A |
| 13 | | 7300 Hanover Pkwy | Greenbelt | US | | Banks & Credit Unions, Mortgage Brokers, Investing | (301) 220-7269 | N/A | N/A |
| 14 | | 1255 Treat Blvd Ste 900 | Walnut Creek | US | | Investing | (925) 935-2900 | robert jacques | senior vice president, wealth strategy |
| 15 | | 5185 Peachtree Pkwy Ste 106 | Peachtree Corners | US | | Investing, Insurance, Financial Advising | (770) 797-9707 | N/A | N/A |
| 16 | | 301 Mission St 17 C SFLuxury Realty | san francisco | US | | Home Developers, Investing | (415) 425-3500 | N/A | N/A |
| 17 | | 2 Mint Plz Ste 604 | San Francisco | US | | Investing | (908) 977-6171 | conor murray | co founder, chief executive officer |
| 18 | | 613 N 13th St | Allentown | US | | Accountants, Investing, Tax Services | (610) 434-4033 | N/A | N/A |
| 19 | | 180 S Clinton Ave Ste 300 | Rochester | US | | Investing, Financial Advising | (585) 935-5300 | james mcbride | owner, managing member |
| 20 | | 677 Broadway St Fl 02 | Albany | US | | Investing, Banks & Credit Unions, Financial Advising | (518) 455-7110 | michael schumm | Owner |
