NAPFA Large Firm Forum 2025
Thank You to our Sponsors
The 2025 Large Firm Forum wouldn’t be possible without the generous support of our sponsors. Their contributions help make this event a premier experience for all attendees, bringing innovative solutions, valuable insights, and essential resources to the table.
Sponsors
Advisors Asset Management, Inc. (AAM) is a leading investment solutions partner to broker/dealers and financial advisors, providing them with an array of financial products, educational and technology tools, portfolio support, and industry expertise. AAM’s fixed income and equity products include Bonds, Alternatives, Separately Managed Accounts (SMAs), Structured Products, Unit Investment Trusts (UITs), Mutual Funds, and Exchange-Traded Funds.
Charles Schwab Advisor Services
At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With over 30 years of experience serving independent advisors, we understand what it takes to help you meet your business goals. That’s how we deliver the level of support you need to take control of your destiny—and create the firm you want.
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2023, Dimensional and its affiliates manage $677 billion in USD for investors worldwide.
Greenwood Star Holdings, LLC, founded in 2013 by Lisa Li and Dawson Lee, is a vertically integrated real estate firm based in Atlanta, Georgia. Specializing in multifamily properties, Greenwood Star and affiliated companies have acquired and managed, over 37 properties with 7,500+ units valued over $700 million across the Southern U.S. Currently, the company owns and manages 8 properties with 2,163 units, valued at more than $500 million, and has completed 29 full-cycle multifamily transactions.
Judson Group is an Executive Search firm specializing in Wealth Management and working with RIAs, Single/Multi-Family Offices, and Trust Companies. We work nationwide and primarily offer Retained search services. We use our client centric approach, direct industry experience, and intimate market knowledge to bring our clients comprehensive talent solutions in an efficient and timely manner. Hunter Judson, Jr. founded the practice after advising UHNW clients at Bessemer Trust.
Keystone Real Estate Investments
Keystone specializes in the sponsorship of tax-advantaged and impact investment opportunities for accredited investors and Family Offices.
NFP Private Client Group specializes in securing custom tailored comprehensive insurance programs for affluent families. From homeowner, auto, valuable articles and umbrella insurance to yacht and aviation, NFP can handle it all. Our markets include Chubb, PURE, Berkley One and Cincinnati Private Client group. NFP is a leading property and casualty broker. We enable client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions across the globe.
Founded in 1975, Vanguard is one of the world's most respected investment management companies offering investments; advice and retirement services; and insights to individuals, institutions, and financial professionals.
A Trust Company created by Advisors for Advisors. Providing white glove trustee services for you and your clients with one of the lowest account/trust officer ratios.
Zocks is a privacy-first, AI Assistant built for financial advisors. It allows advisors to fully engage with clients during virtual, in-person and phone conversations taking notes in real-time without recordings. Plus, Zocks seamlessly integrates with CRM to generate meeting prep agendas, identifies changes in client profiles and syncs data to keep records, meeting notes, and tasks up to date for unparalleled productivity and client insights.