Merchant Investment Management

Republic Capital Group is an investment banking advisory firm serving the registered investment advisor, asset and wealth management communities nationwide. It provides guidance on liquidity options, succession planning and capital raises, with a focus on aligning transaction structure and culture to support long-term value for client firms.

Argos Wealth Advisors is an investment advisory firm based in Sacramento, California, established in 2007. The firm offers a client-centered investment management consulting program, serving clients with portfolios ranging from five to five hundred million dollars. Argos provides growth capital, management resources, strategic opportunities, and financial services, all managed by the executive management team.

Argos Wealth Advisors is an investment advisory firm based in Sacramento, California, established in 2007. The firm offers a client-centered investment management consulting program, serving clients with portfolios ranging from five to five hundred million dollars. Argos provides growth capital, management resources, strategic opportunities, and financial services, all managed by the executive management team.

Truvestments is an asset and wealth management firm for high-net-worth clients, advisors, and institutions.

Fusion Family Wealth provides investment management and wealth planning services to accounting and law firms.

River Wealth Advisors offers wealth management, retirement planning, investment portfolio construction, and trust services to clients.

Axiom Financial Strategies Group specializes in providing personalized financial planning and wealth management services to individuals, families, family enterprises, and entrepreneurs. The firm focuses on helping clients grow and protect their wealth through tailored solutions that encompass family governance, business governance, investment management, financial strategy, retirement planning, and liability and risk management. With an emphasis on objective and informed guidance, Axiom Financial Strategies Group aims to deliver reliable financial assistance to clients of all sizes, ensuring their financial needs are met with expertise and care.

Signet Financial Management is an independent financial advisory firm and registered investment adviser based in Parsippany, New Jersey. Established in 1988, the firm provides personalized wealth management and investment management services to individuals, families, high-net-worth clients, retirement plans and trusts. It follows evidence-based investing with actively managed, multifactor strategies aimed at capital appreciation, income, and risk management. In addition to core wealth management, Signet offers investment planning and strategies for defined contribution plans such as 401(k) and 403(b), SEP plans, as well as endowments and foundations. The firm emphasizes a personal approach and guides clients toward long-term financial goals.

Founded in 2007, Miracle Mile Advisors is an employee-owned investment manager based in Los Angeles, California. The firm primarily serves high net worth individuals, providing personalized portfolio management using a combination of in-house and external research. They invest in exchange-traded funds, bonds, index funds, and real estate.

Wealth Advisor Growth Network, LLC is a consulting firm based in Denver, Colorado, that specializes in enhancing the efficiency and growth of independent wealth advisory firms. Established in 2019, the company provides a range of services to independent advisors, registered investment advisers, aggregators, and asset managers. Its offerings include assistance with the overall business structure, funding for startups, entity formation, infrastructure development, and revenue enhancement strategies. Wealth Advisor Growth Network has a proven track record of supporting hundreds of firms across the United States, helping them navigate the complexities of the financial landscape and optimize their operations to achieve sustainable growth.