Making IMPACT possible.

Our sponsors make it possible for IMPACT to be the RIA industry’s premier event—and we’re so grateful for their support. Their generosity and leadership propel us all forward. Check back often as more sponsors are added!

Marquee Premier Diamond Gold Silver

BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

Capital Group

Since 1931, Capital Group, home of American Funds^®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2024, Capital Group manages $2.8 trillion in equity and fixed income assets for millions of individual and institutional investors around the world. Capital Group is a private firm that employs more than 9,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.

Invesco

Invesco Ltd. is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in more than 20 countries, Invesco managed $1.85 trillion in assets on behalf of clients worldwide as of January 31, 2025.

Dispatch

Dispatch is the data orchestration platform built for advisory firms. We streamline client onboarding and account opening by syncing data across custodians, CRMs, planning tools, and internal forms—so advisors never have to enter the same information twice. From Schwab forms to financial plans, Dispatch eliminates manual data entry, reduces NIGO errors, and accelerates time to revenue. Trusted by fast-growing RIAs and enterprise firms alike, Dispatch connects the systems advisors rely on while ensuring data integrity, visibility, and control. Whether you’re onboarding a new household or transitioning thousands of accounts at once, Dispatch makes your workflows smarter, faster, and fully integrated.

Franklin Templeton

For 75+ years, Franklin Templeton has been a firm in motion. Always innovating. Today, we’re a leader in public and private markets, digital assets and custom tax management, empowering financial advisors with solutions to build the portfolios of the future, today.

Manulife John Hancock Investments

At Manulife John Hancock Investments, we serve investors through a specialized multimanager approach, complementing our extensive in-house investment capabilities with a broad network of unaffiliated asset managers, backed by some of the most rigorous oversight in the industry. As a result, we’re able to offer a variety of options in each investment category, an approach that we believe truly serves the best interests of our clients. Our powerful combination of global expertise, strategic partnerships, and robust stewardship is designed to help investors pursue better portfolio outcomes.

Nuveen & Co., Inc.

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $1.3 trillion in assets under management (as of March 31, 2025) and operations in 32 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.

State Street Global Advisors

At State Street Investment Management, we have been helping to deliver better outcomes to institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $4 trillion in assets managed*, clients in over 60 countries, and a global network of strategic partners, we use our scale to create a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.

*This figure is presented as of March 31, 2025 and includes ETF AUM of $1,553.58 billion USD of which approximately $106.42 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.

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Expiration 6/20/26

Advyzon

Advyzon is redefining wealth management with a transformative unified platform that eliminates the fragmentation and inefficiency of legacy systems. Built from the ground up with single-source code architecture, Advyzon seamlessly combines investment solutions, reporting, trading, billing, CRM, and client experience tools in one configurable command center. The company’s comprehensive ecosystem includes specialized solutions: Advyzon for RIAs, Advyzon Enterprise for larger aggregators, broker dealers, & institutions, Advyzon Investment Management (AIM) for a full suite of investment capabilities, and Auria for family office needs. Experience the power of one unified platform.

AMG

AMG is a strategic partner to leading independent investment management firms globally. AMG’s strategy is to generate long‐term value by investing in high-quality independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG’s unique opportunity set to the areas of highest growth and return. Through its distinctive approach, AMG magnifies its Affiliates’ existing advantages and actively supports their independence and ownership culture. As of December 31, 2024, AMG’s aggregate assets under management were approximately $708 billion across a diverse range of private markets, liquid alternative, and differentiated long-only investment strategies.

AQR

AQR is a global investment management firm dedicated to delivering results for our clients. At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over twenty-five years has been a continuous exploration of what drives markets and how it can be applied to client portfolios. The firm is headquartered in Greenwich, Connecticut, with offices in Bangalore, Dubai, Hong Kong, Munich, London and Sydney.

Ariel Investments LLC

Ariel Investments is an independent money management firm founded in 1983 and built on a philosophy of patient, long-term investing. In addition to managing separate accounts for corporate, public, union, and non-profit organizations, we serve as the investment adviser for Ariel Investment Trust—comprising five no-load, publicly traded mutual funds, which are available to institutional and individual investors, financial intermediaries and defined contribution plans. We exist to transform the lives of those who entrust us with their financial futures from all walks of life.

Cliffwater

Cliffwater has been evolving the alternatives landscape through our proprietary research, indices, and investment solutions. After advising some of the most sophisticated institutional investors on their alternatives allocations, we realized the value we could bring to the independent wealth channel and launched our innovative funds that have enhanced how investors access private markets. Today, we manage the largest interval fund platform globally.

Cohen & Steers

Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, and multi-strategy solutions. The firm offers actively managed strategies across a range of vehicles to meet the needs of our clients globally, including active ETFs, U.S. open and closed-end mutual funds, separate accounts, collective investment trusts (CITs), société d’investissement à capital variable (SICAVs), and private funds. Founded in 1986, Cohen & Steers is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo, and Singapore.

Gabelli Funds

Gabelli Funds offers a recognized range of funds managed by experienced investment professionals under the Gabelli, GAMCO, Teton, and Keeley Gabelli brands. The common threads across our funds include the focus on fundamental research, a consistently applied investment process, and our commitment to generating outstanding risk-adjusted returns. Gabelli Funds, LLC, is a wholly owned subsidiary of GAMCO Investors, Inc., a publicly traded company whose investment management business was founded in 1977. GAMCO, through its subsidiaries and affiliates, manages open- and closed-end funds, actively managed exchange-traded funds, private advisory accounts and investment partnerships offering a comprehensive suite of investment choices for our clients and financial professionals.

KKR

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities.

KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

PIMCO

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.

Schwab Asset Management

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.