Chiswell & Co Competitors

Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.

All at the same table. All on your side. At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management. We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs. As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together. Let us help you worry-free planning for a secure tomorrow with services including: - Wealth Management - Trust Management - Corporate Trusts - Company Retirement Plans - Wealth Collaboration - Institutional Investing Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

Whitney Partners LLC, formerly Whitney Group, is a US focused firm with affiliates in Europe and Asia. Whitney Partners is committed to excellence in executive search in the Financial Services industry. Our firm consults to a diverse client base in corporate finance, capital markets, alternative investments and real estate. Over the years we have identified, tracked and assessed the careers of thousands of promising professionals throughout the industries we service. Our Banking & Capital Markets practice has a 40 year track record of assisting financial institutions of all sizes to navigate through the ever changing regulatory and economic environments. Firms have been forced to adapt to each changing market condition as the competitive landscape has continued to evolve. In response to these changing markets, Whitney has helped clients enter new markets, develop new products, expand their industry coverage and form strategic alliances to better compete. Human capital is once again the most critical asset that differentiates one firm from another. Relationships and innovation are the key drivers for success. Our access to top talent and our understanding and experience with human capital in this space is unparalleled in the executive recruitment field. Our search process also provides valuable real-time market intelligence to our clients to help them expand and refine their strategic objectives. At Whitney, we pride ourselves on our track record of providing talent solutions worldwide. Whether an entire business, a team, or a single hire, our talent-acquisition consultants ensure success. We have a range of experience in building and restructuring businesses with investment talent, fundraisers, digital experts and senior c-suite executives. Our consultants - most of whom come directly from industry - have a unique vantage point and this, coupled with our unparalleled research capability, allows us to thoroughly understand our mandates and to constantly deliver.