Harvest Partners

Harvest Partners is a private equity firm established in 1981 and headquartered in New York, with an additional office in Palo Alto, California. The firm specializes in investing in middle market companies across various industries, including business services, consumer products, healthcare services, industrial services, and manufacturing and distribution. Harvest Partners engages in a range of investment activities, including recapitalizations, leveraged buyouts, growth capital, and corporate carve-outs. It focuses on companies with significant operations in North America, typically targeting investments between $25 million and $250 million in firms that have enterprise values from $100 million to $1 billion and revenues of $75 million to $1 billion. The firm aims to create value through strategic partnerships, supporting management teams, and facilitating growth initiatives. Harvest Partners generally holds its investments for three to seven years, seeking exits through initial public offerings or mergers and acquisitions.

Thomas W. Arenz

Partner

Maury Bardovi

Vice President

Henry Blynn

Associate (SCF)

Samuel Bondy

Associate

Matthew Bruckmann

Senior Associate

Douglas C. Campbell

Partner

Stephen Carlson

Partner

Joshua Carter

Vice President

Jerry Chan

Associate (SCF)

Kenneth Chen

Principal

Mohammad Chowdhury

Associate (SCF)

Catherine Clifford

Senior Associate, Marketing

Natalie Curnes

Associate

Paige Daly

Partner

Fabia DeCrescenzo

MD of Finance and Accounting

Michael B. DeFlorio

CEO

Steve Duke

Partner & Co-Head (SCF)

Stephen Eisenstein

Partner

Stephen P. Fessler

Vice President

Isabel Grabel

Associate

Devin Graber

Vice President

Chris Grecco

Associate

Michael Greenman

Principal

Kevin Haack

Vice President

Jacqueline Honet

Associate

Andrew Hudelson

Principal

Joshua Hyatt

Associate

Sean Kapur

Vice President

Ira D. Kleinman

Partner

Chris Larsen

Vice President

Aaron Lewis

Associate

Sam Ludin

Associate

Campbell MacColl

Partner

Shane McHugh

Principal

Vishva Mehta

Associate (SCF)

April Blackmon Meyer

Senior Associate - Marketing (SCF)

James Mitchel

Partner

Cristina Mommsen

Vice President

Christopher E. Peyser

Vice President (SCF)

Lucas Rogers

Senior Associate

Garrett D. Rogers

Vice President

Nicholas Romano

Partner

Kyle Rosen

Associate

David Rubenstein

Associate

David J. Schwartz

Principal

Connor Scro

Associate

Ethan M. Soodak

Vice President

Spencer Steinberg

Associate

David Swanson

Principal

Jay Wilkins

Partner

Kevin Yang

Associate

41 past transactions

Integrity Marketing Group

Private Equity Round in 2019
Integrity Marketing Group is one of the nation’s largest marketing organizations. They bring together the needs of insurance companies and major distribution channels by providing product design, proven marketing systems, and profitability into today’s top selling products. Their expertise in the senior market allows us to partner with some of the largest insurance carriers in the nation. They strive to continually bring value to our business partners by designing proprietary products, offering exclusive marketing systems and having a proven track record of successful new products.

ADCS Clinics, LLC

Merger/Acquisition in 2016
ADCS Clinics, LLC, doing business as Advanced Dermatology & Cosmetic Surgery, provides dermatologic care services in the United States. The company offers clinical dermatology services for acne, common skin growths, dandruff, eczema/atopic dermatitis, excessive sweating, hair problems, hives, itchy skin, pediatric dermatology, psoriasis and psoriatic arthritis, rosacea, scar management, skin cancer, skin infections, skin rashes, and warts; and medical dermatology services that include infusions, injections, light-based therapies, orals, and topicals. It also provides cosmetic dermatology services, such as cleansers, coolsculpting, facials, chemical peels, waxing and more, general skin care, hair transplantation, laser therapy, laser treatments, muscle relaxers, skin care products, skin rejuvenation, spider and varicose vein therapy, sunscreen, and volumizers, as well as Kybella treatment; cosmetic surgeries; and genital dermatology services. In addition, the company offers hair transplantation services. ADCS Clinics, LLC was formerly known as The Leavitt Companies. The company was founded in 1989 and is based in Maitland, Florida. It has a network of locations in Arizona, Nevada, California, Ohio, Colorado, Pennsylvania, Florida, South Carolina, Georgia, Texas, Maryland, Virginia, Michigan, and Wyoming.

New Flyer Industries

Acquisition in 2004
New Flyer Industries is a manufacturer of heavy-duty buses in the U.S. and Canada. Offering the broadest line of transit vehicles, they have secured their strong position by providing reliable transportation solutions that meet the needs of today while anticipating the needs of tomorrow. Known for breaking new ground with the first low-floor bus, the first diesel-electric bus and most recently, the world’s first zero-emission hydrogen fuel cell fleet, they remain dedicated to innovation and excellence as they provide customers with a wide range of products such as clean-running, fuel-efficient hybrid buses; zero-emission electric trolleys; buses with alternative fuels, like hydrogen and CNG and clean diesel buses. Their products put us on the map. Quality and innovation keep us ahead. Starting in 1930 as a five-person operation known as Western Auto & Truck Body Builders Ltd., New Flyer has grown to an international organization of over 2,200 highly-skilled people dedicated to planning, producing and servicing the industry’s most reliable heavy-duty transit vehicles. To ensure consistent and dependable delivery of their industry-leading products and services, New Flyer operates manufacturing facilities in Winnipeg, MB; Crookston, MN; and St. Cloud, MN, with sales and service representatives located throughout Canada and the US. Their Aftermarket Organization operates distribution centers in Winnipeg, MB; Brampton, ON; Erlanger, KY; Fresno, CA; and a service center in Arnprior, ON. New Flyer continues to lead by example as they strive for a better product, a better workplace and a better world. Their customers are proud to know that their earth-friendly products are made in a responsible way, which includes giving their employees a safe and healthy place to work and taking steps to minimize their impact on the environment. They believe that manufacturing products that are built to last means forming solid and enduring customer relationships. This is evident every step of the way: from their first discussions about the unique needs of a prospective buyer; to quality assurance with their customers during production; to aftermarket support. It’s how they build a better product and provide better support for their customers.

VetCor

Private Equity Round in 2015
VetCor, Inc. provides veterinary services. The company was founded in 1996 and is based in Hingham, Massachusetts. It has hospitals in Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, West Virginia, and Wisconsin.

Lazer Spot

Merger/Acquisition in 2019
Lazer Spot is the industry leader in third-party yard management services. Spotting and local shuttles are our core business, not an auxiliary function. A choice to work with Lazer Spot means that you get our full attention, our years of experience, and their commitment to customer satisfaction. You will not find another company that works harder or understands better how to make your facility function more efficiently.

PRO Unlimited

Acquisition in 2017
PRO was founded in 1991, in response to what they believed was a critical need in the contingent workforce marketplace. The workplace at the time was in the early stages of a dramatic transformation. Large companies were downsizing their workforce in an attempt to reduce headcount and gain more flexibility. This in turn led to a large scale increase in temporary employment staffing, and in the use of independent contractors, returning retirees, freelancers and consultants. A group commonly referred to today as the contingent workforce. While many companies addressed the need to recruit and place workers for this growing workforce, no one was responding to the ever increasing need to manage the overall process. For large corporations, the contingent workforce was quickly becoming one of the most critical and costly elements of their operation. An element that would increasingly present challenges from a management, tax and benefit liability perspective.

Yellowstone Landscape Group

Acquisition in 2019
Formed in 2008, Yellowstone’s mission remains to identify successful, regional landscape companies and support them as they grow to their full potential. Over the past 6 years, we have worked strategically to implement each company’s best practices across our organization. In that time we have also become one of the country’s largest full service landscape service firms and most importantly - one of our industry’s most respected. Our companies offer their clients the stability of one of the nation’s largest providers, paired with service excellence delivered by dedicated local teams.

Encanto Restaurants

Acquisition in 2006
Encanto Restaurants is a food & beverages company specializing in casual dining and fast food services.

Total Fleet Solutions

Private Equity Round in 2017
Total Fleet Solutions is an industry leader in the material handling equipment outsourcing market. TFS provides turnkey fleet management services to Fortune 1000 and other large manufacturing companies. Through better fleet management, TFS often saves its customers an average of 20% to 30% of their total forklift fleet spend while at the same time upgrading their equipment.

Yellowstone Landscape Group

Merger/Acquisition in 2019
Formed in 2008, Yellowstone’s mission remains to identify successful, regional landscape companies and support them as they grow to their full potential. Over the past 6 years, we have worked strategically to implement each company’s best practices across our organization. In that time we have also become one of the country’s largest full service landscape service firms and most importantly - one of our industry’s most respected. Our companies offer their clients the stability of one of the nation’s largest providers, paired with service excellence delivered by dedicated local teams.

Insight Global

Acquisition in 2010
Based in Atlanta, Insight Global is a premier provider of employment and staffing solutions to Fortune 500 customers across the United States and Canada. They provide long-term, short-term, temporary-to-permanent, placement staffing, and enhanced staffing services. Insight Global completes more than 33,000 placements annually in short-term, long-term, contract-to-hire, and direct placement positions through their network of more than 48 regional offices across the U.S. and Canada. Founded in 2001, the company is headquartered in Atlanta, Georgia.

Neighborly

Merger/Acquisition in 2018
Neighborly, Inc., together with its subsidiaries, provides commercial and residential restoration and cleaning services. The company offers plumbing and drain cleaning services; and provides installation, maintenance, and repair of heating, ventilation, air conditioning, and indoor air quality systems. It also provides electrical installation and repair services; full-service appliance service and repairs; glass replacement services; auto glass replacement services; and landscaping, lawn care, and snow removal services. In addition, it offers home cleaning services; home maintenance and repair solutions; and professional, interior, exterior, and commercial painting services. Further, the company offers franchise options. It serves commercial and residential clients. The company was formerly known as The Dwyer Group, Inc. and changed its name to Neighborly, Inc. in September 2018. The Dwyer Group, Inc. was founded in 1970 and is based in Waco, Texas with additional location in Canada.

IntelliRisk Management

Private Equity Round in 2004
IRMC is a provider of customer management solutions specializing in collections, accounts receivable management, and customer retention services through its global call center network of nearly 6,000 employees.

Cycle Gear

Venture Round in 2005
Cycle Gear, Inc. retails motorcycle parts and apparel. The company offers street, cruiser, off-road, and touring products, including helmets, jackets, pants, boots, gloves, vests, suits, base layers, jerseys, eyewear, and protection products for kids, girls, and women. It also provides street, cruiser, off-road, and dual-sport tires, as well as tire tools and accessories; and exhaust systems, braking components, engine and fueling parts, batteries, filters, electrical, drive, oils, chemicals, and other parts. In addition, the company offers sweatshirts, shirts, hats, sunglasses, and other casual apparel; and accessories, including gifts, tools, electronics, luggage, security products, cleaners, stands, transport and storage products, and add-ons. It serves customers online; and through retail stores in the United States. The company was founded in 1974 and is based in Benicia, California.

BHI Energy

Acquisition in 2010
BHI Energy has provided a variety of on-site specialty maintenance, radiation protection and staffing services to the power-generation industry. BHI’s business model is proven to build longstanding relationships with customers through the alignment of operating objectives and the ability to help customers effectively manage and service their assets across power generation, oil & gas, and electricity transmission and distribution sectors.

Granicus

Private Placement in 2020
Granicus provides technology that empowers government organizations to create better lives for the people they serve. By offering the industry’s leading cloud-based solutions for communications, meeting and agenda management, and digital services to more than 3,000 public sector organizations, Granicus helps turn government missions into quantifiable realities. Granicus products connect more than 150 million people, creating a powerful network to enhance government transparency and citizen engagement. By optimizing decision-making processes, Granicus strives to help government realize better outcomes and have a greater impact for the citizens they serve. As a company, Granicus helps empower some of the most creative people in the world who innovate within complex public sector organizations. We help make policies more effective and to transform the citizen experience so that everything from road closures to fostering programs are better communicated, understood, and ultimately successful. Granicus and GovDelivery – both founded in 1999 – merged to form a new joint effort to support the needs of the public sector. As a newly-combined entity, Granicus’ mission reflects those of its legacy companies in delivering services that bring value to the public and help government accomplish its goals. This powerful alignment allows us to bring even more scale and innovation to the clients we serve.

SEI, Inc.

Acquisition in 2019
SEI, Inc., doing business as Service Express, Inc. offers data center maintenance services for server, storage, and network equipment. The company also provides hardware system, sale and upgrade, OS support, IT asset recovery, virtualization support, and data center relocation solutions via ServiceEdge, PartsEdge, OnDesk, and ExpressConnect portal. It serves hospitals, manufacturing, universities, financial institutions, government agencies, and other mid-to-enterprise-size companies worldwide. SEI, Inc. was formerly known as Service Express, Inc. and changed its name to SEI, Inc. in November 2019. SEI, Inc. was founded in 1986 and is headquartered in Grand Rapids, Michigan.

Katzen Eye Group

Merger/Acquisition in 2017
Based in Baltimore (MD), Katzen Eye Group is a leading vertically integrated ophthalmologic and optometric services practice, providing comprehensive and differentiated quality care utilizing its broad network of central Maryland-based clinical locations and outpatient surgery centers as well as a deep subspecialty-trained team of ophthalmologists and talented optometrists. Additionally, Katzen Eye Group’s operations benefit from a world-class managerial infrastructure, including cutting-edge practice management technology, affording outstanding visibility and predictability at the clinic level, and centralization of all core operational functions, so as to provide clinicians with freedom to focus their time and energy on patient care at the local level.

Dental Care Alliance

Acquisition in 2015
Dental Care Alliance, LLC. provides dental support services to the dental care organizations. The company offers dentists and dental professionals clinical autonomy and career satisfaction and growth opportunities by reducing day-to-day business management and administrative hassles. It serves customers in Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Pennsylvania, and Virginia. The company was founded in 1991 and is based in Sarasota, Florida. Dental Care Alliance, LLC. is a former subsidiary of InterDent, Inc.

VetCor

Merger/Acquisition in 2015
VetCor, Inc. provides veterinary services. The company was founded in 1996 and is based in Hingham, Massachusetts. It has hospitals in Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, West Virginia, and Wisconsin.
Convergint Technologies is a service-based global integrator of Electronic Security, Fire Alarm and Life Safety, Healthcare Technologies, Communications, and Building Automation. They provide professional services that seamlessly combine both their systems and enterprise integration skills to integrate disparate facility systems to meet customer's evolving business requirements. From day one, delivering value through unparalleled customer service and consistent operational excellence has been foundational at Convergint Technologies. Their promise and their number one objective, is to be their customers' best service provider.

APC Automotive Technologies

Private Equity Round in 2017
AP Exhaust and Centric have come together to create APC Automotive Technologies, a world-class automotive aftermarket company providing a trusted, one-stop-shop solution for Technicians and Performance Enthusiasts.

DTI

Private Equity Round in 2011
DTI was founded in 1998 in Chicago, IL, initially providing off-site copying and printing services to the local legal market. Using a sophisticated, efficient and professional model enabled delivery of high quality, timely, and cost-effective services. DTI replicated its successful paradigm, establishing operations in 12 additional markets by the end of 2002. This resulted in new recognition as a national service provider. Leveraging its knowledge of law firm operations and proven document management capabilities, DTI entered the on-site legal facilities management (FM) business in 1999.

PRO Unlimited

Merger/Acquisition in 2017
PRO was founded in 1991, in response to what they believed was a critical need in the contingent workforce marketplace. The workplace at the time was in the early stages of a dramatic transformation. Large companies were downsizing their workforce in an attempt to reduce headcount and gain more flexibility. This in turn led to a large scale increase in temporary employment staffing, and in the use of independent contractors, returning retirees, freelancers and consultants. A group commonly referred to today as the contingent workforce. While many companies addressed the need to recruit and place workers for this growing workforce, no one was responding to the ever increasing need to manage the overall process. For large corporations, the contingent workforce was quickly becoming one of the most critical and costly elements of their operation. An element that would increasingly present challenges from a management, tax and benefit liability perspective.

Clickatell

Series C in 2022
Founded in 2000, Clickatell developed the worlds' first Mobile Messaging (SMS) API, enabling any software to send a text message, developers could simply 'cut and paste 4 lines of code' and be done. Today Clickatell is a global leader in helping brands connect, interact and transact with their mobile always customers. Clickatell is a privately held company headquartered in Silicon Valley, CA with over $18 million in venture capital funding led by Sequoia Capital. Today, Clickatell delivers several billion personalized priority messages per year for over 18,000 of the worlds' most loved brands and businesses while being hailed as one of the fastest growing mobile payment enablers in emerging markets. Current customers, which span enterprise sectors, include Visa, IBM, Avaya, McKinsey & Company, Facebook and WhatsApp. For more information, please visit www.clickatell.com or contact pr@clickatell.com.

Dental Care Alliance

Merger/Acquisition in 2015
Dental Care Alliance, LLC. provides dental support services to the dental care organizations. The company offers dentists and dental professionals clinical autonomy and career satisfaction and growth opportunities by reducing day-to-day business management and administrative hassles. It serves customers in Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Pennsylvania, and Virginia. The company was founded in 1991 and is based in Sarasota, Florida. Dental Care Alliance, LLC. is a former subsidiary of InterDent, Inc.

Lazer Spot

Acquisition in 2019
Lazer Spot is the industry leader in third-party yard management services. Spotting and local shuttles are our core business, not an auxiliary function. A choice to work with Lazer Spot means that you get our full attention, our years of experience, and their commitment to customer satisfaction. You will not find another company that works harder or understands better how to make your facility function more efficiently.
CSC is the largest and fastest growing independent distributor of data communication products in the United States. Since the company’s inception in 1972, Communications Supply Corporation has expanded from a single location to a nationwide distribution network, with all locations managed by entrepreneurs who continue to put the customer first.

The Evenflo

Acquisition in 2004
Evenflo Company, Inc. is a leading manufacturer and marketer of infant and juvenile products. Majority owned by Weston Presidio, Evenflo was founded in 1920 and is a top supplier of infant and juvenile products to key retailers such as Toys “R” Us, Babies “R” Us, Wal-Mart, Target, Buy Buy Baby and Kmart. The company’s product offering spans a broad range of essential infant and juvenile product categories. Evenflo’s premier brand name has 96 percent awareness with new mothers, and the company enjoys #1 or #2 market share positions in several product categories.

BriovaRx

Acquisition in 2013
AxelaCare is a provider of specialized Immune Globulin (IgG) and other intravenous home infusion therapies, AxelaCare has the right combination of people, capabilities, experience, partners and most importantly, level of care for our patients.

Granicus

Private Equity Round in 2020
Granicus provides technology that empowers government organizations to create better lives for the people they serve. By offering the industry’s leading cloud-based solutions for communications, meeting and agenda management, and digital services to more than 3,000 public sector organizations, Granicus helps turn government missions into quantifiable realities. Granicus products connect more than 150 million people, creating a powerful network to enhance government transparency and citizen engagement. By optimizing decision-making processes, Granicus strives to help government realize better outcomes and have a greater impact for the citizens they serve. As a company, Granicus helps empower some of the most creative people in the world who innovate within complex public sector organizations. We help make policies more effective and to transform the citizen experience so that everything from road closures to fostering programs are better communicated, understood, and ultimately successful. Granicus and GovDelivery – both founded in 1999 – merged to form a new joint effort to support the needs of the public sector. As a newly-combined entity, Granicus’ mission reflects those of its legacy companies in delivering services that bring value to the public and help government accomplish its goals. This powerful alignment allows us to bring even more scale and innovation to the clients we serve.

Green Bank

Private Equity Round in 2010
Green Bank is a preferred provider for business and personal banking products and services, the employer of choice in Texas banking and a champion for our communities.

Valet Waste

Merger/Acquisition in 2015
Valet Living is a pioneer of the doorstep collection amenity and innovator in turn services, maintenance support and pet solutions. Valet Living has grown to become not just the only national provider of doorstep collection and recycling services, but also the only nationally-recognized full service amenities provider to the multifamily industry.

Garretson Resolution Group

Private Equity Round in 2012
Garretson Resolution Group (GRG) is a high-growth provider of technology-enabled outsourced services to thousands of law firms (defense and plaintiff alike), corporations, and government agencies. their unique understanding and insights around complex processes and leading work-flow software help our clients enhance compliance efforts, drive efficiencies and manage the scale and complexities associated with the ever-changing operational and regulatory frameworks regarding healthcare lien resolution and complex settlement administration. GRG works closely with parties in large, complex matters to bring about creative, multi-threaded solutions that include direct compensation, in-kind relief, and medical monitoring to help parties facilitate their agreed upon settlement objectives and processes. Through their Complex Settlement Administration segment, they provide end-to-end solutions to navigate the complex demands of large, highly technical mass tort and class action settlement programs efficiently and cost-effectively. Through our Healthcare Lien Resolution segment, they provide outsourced process services for individual and mass tort legal settlements, aimed at ensuring compliance with governmental and healthcare plan and provider reimbursement and reporting obligations.

Athletico

Private Equity Round in 2014
In 1991, Athletico president and founder, Mark Kaufman, opened the first Athletico center in Chicago. As a licensed physical therapist and certified athletic trainer, Mark opened the first center with one employee and provided services to two affiliations—Francis W. Parker High School and Chicago Lions Rugby. Today, Athletico has facilities throughout Illinois, Wisconsin, and Indiana, employs over 1500 clinical and administrative staff, and offers more than 40 specialty rehabilitation, outreach, and fitness services. Our team of specialists includes physical therapists and occupational therapists, certified athletic trainers, personal trainers, strength and conditioning specialists, and massage therapists. Athletico has staff with expertise in treating the worker’s compensation population with such services as work conditioning, functional capacity evaluations and ergonomic assessments. In addition, Athletico provides athletic training, physical therapy, occupational therapy, and fitness services to over 200 affiliations including high schools, colleges, and all of Chicago’s professional sports teams.

MRI Software

Private Equity Round in 2020
MRI Software LLC offers real estate software applications and hosted solutions. The company’s products include financials suite, commercial suite, residential suite, investment suite, corporate real estate, facilities management, and reporting and analytics. Its solutions include affordable housing, condo HOA, office and industrial, retail, construction and development, public housing, public REITs, private equity, pension funds, and multifamily. MRI Software LLC was formerly known as Intuit Real Estate Solutions, Inc. and changed its name to MRI Software LLC in January 2010. The company was founded in 1971 and is based in Solon, Ohio.

SEI, Inc.

Merger/Acquisition in 2019
SEI, Inc., doing business as Service Express, Inc. offers data center maintenance services for server, storage, and network equipment. The company also provides hardware system, sale and upgrade, OS support, IT asset recovery, virtualization support, and data center relocation solutions via ServiceEdge, PartsEdge, OnDesk, and ExpressConnect portal. It serves hospitals, manufacturing, universities, financial institutions, government agencies, and other mid-to-enterprise-size companies worldwide. SEI, Inc. was formerly known as Service Express, Inc. and changed its name to SEI, Inc. in November 2019. SEI, Inc. was founded in 1986 and is headquartered in Grand Rapids, Michigan.

Neighborly

Acquisition in 2018
Neighborly, Inc., together with its subsidiaries, provides commercial and residential restoration and cleaning services. The company offers plumbing and drain cleaning services; and provides installation, maintenance, and repair of heating, ventilation, air conditioning, and indoor air quality systems. It also provides electrical installation and repair services; full-service appliance service and repairs; glass replacement services; auto glass replacement services; and landscaping, lawn care, and snow removal services. In addition, it offers home cleaning services; home maintenance and repair solutions; and professional, interior, exterior, and commercial painting services. Further, the company offers franchise options. It serves commercial and residential clients. The company was formerly known as The Dwyer Group, Inc. and changed its name to Neighborly, Inc. in September 2018. The Dwyer Group, Inc. was founded in 1970 and is based in Waco, Texas with additional location in Canada.

Mercer Advisors

Private Equity Round in 2023
Mercer Advisors Inc. is a total wealth management firm that provides fee-only comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management services to affluent individuals. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with nearly $6 billion in assets under management and more than 4,300 clients.