NAPFA Large Firm Forum 2026
Thank You to our Sponsors
The 2026 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
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). We are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity. Together, we can help you take your business further. Get started by discovering the breadth of services you can tap into when you choose Schwab as your custodian.
Dimensional has been applying financial science to investing since 1981. Our firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise working to outperform benchmarks and peers while maintaining low costs and diversification.
We go where the science leads, continually innovating to improve outcomes for investors. As of December 31, 2025, Dimensional and its affiliates managed $944 billion worldwide.
GReminders is an AI powered meeting management platform built for Financial Advisors that automates the entire meeting process from scheduling to AI notetaking to follow-ups. Named as the 32nd fastest growing software product by G2, GReminders continues to develop deep integrations with the tools such as Redtail, Wealthbox, Salesforce, and others that financial advisors use every day, helping financial advisors increase both productivity and revenue. For more information visit www.greminders.com.
Founded in 1991 by Heifer International’s Board of Directors, Heifer Foundation’s mission is to raise and oversee financial assets to support the work of Heifer International. Heifer Foundation has been Heifer International’s global partner for more than 25 years, managing an endowment to provide ongoing financial support for Heifer’s work. The Foundation’s endowment is built through charitable gifts such as cash, property and stock, as well as funds from bequests, trusts and annuities. These gifts are invested, and the investment earnings provide annual support for Heifer’s programmatic use.
Heifer International’s mission is to end hunger and poverty in partnership with the communities they serve. They currently work in 21 countries to support and train the world’s farmers, ranchers, and female business owners. Their community development model focuses on increasing income and assets within farming families, improving food securing and nutrition, protecting the environment, and promoting women’s empowerment. Heifer Foundation and Heifer International are separate nonprofit charitable organizations.
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.
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.
The Kimbrough Team @ The Pinnacle Group
We partner with RIAs and their IARs providing fiduciary sub-advisor services for Legacy Planning, Long-Term Care Planning, and Longevity Planning. We act under our partners in their role lead planner as an extension of their team. On their staff, but not on their payroll.
As a business lending expert in specialty financing, Oak Street Funding® has been successful nationwide in fulfilling the unique capital needs for registered investment advisors.
Ryan Insurance, Powered by Gallagher Affinity
Ryan Insurance has been consulting with NAPFA members since 1983, providing specialized expertise in the evaluation and planning of life, disability, and long‑term care insurance for members and their clients. With access to products from more than 100 insurance carriers, Ryan Insurance is equipped to deliver comprehensive, competitive solutions tailored to a wide range of financial planning needs.
Ryan Insurance also serves as the Plan Administrator for the NAPFA Group Long‑Term Disability and Term Life Insurance programs. Ryan Insurance became part of Gallagher Affinity in April 2022, further expanding its capabilities, resources, and offerings to include Errors & Omissions (E&O) and Cyber Liablity Insurance programs. More information is available at: https://www.napfagroupbenefits.com/.
SEI is a custodian for growth-minded RIAs with integrated open-architecture technology, wealth management solutions, and investment offering. A strategic business unit of SEI and serving the independent financial advisor market for nearly 30 years, Independent Advisor Solutions works with over 7,400 advisors and supports approximately $107 billion in advisors’ total platform assets (as of December 31, 2024). For more information, visit seic.com/advisors.
Founded in 1975, Vanguard is one of the world’s most respected investment management companies. The firm offers investments; advice and retirement services; and insights to individuals, institutions, and financial professionals. Based in Malvern, Pennsylvania, Vanguard has offices worldwide and manages more than $10.0 trillion* on behalf of more than 50 million clients*. Vanguard operates under a unique, investor-owned** structure and adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
*Note: All figures as of March 31, 2025.
**Investor-owned means that fund shareholders own the funds, which in turn own Vanguard.
Wasatch is a research-driven, 100% employee-owned investment advisor, managing a family of no-load mutual funds. As small cap specialists, we pursue a disciplined approach to bottom-up, fundamental analysis to develop a deep understanding of the investment potential of individual companies. We deeply believe in our practices and back them up with our own time and investments.
