Aggregation All-Stars

AllData is used by hundreds of broker dealers and thousands of leading advisors across the country. From providing better, more personalized financial guidance and strengthening client relationships to charging fees on held-away assets and increasing total assets under management – these Aggregation All-Stars are leveraging aggregation to successfully grow their business.

Featured All-Star:

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  Chris Brown, Ivy League Advisors LLC
  Assets Under Management - $70 million
  » Download the All-Star Profile
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  Leading investment management company leverages AllData Aggregation to engage high net-worth clients
  » Download the All-Star Profile
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  Paul Vladem, Investacorp Inc.
  Assets Under Management - $500
  » Download the All-Star Profile