Moneytree Partners
Get discounts, import info
We’re not trying to brag, but Moneytree has a lot of friends.
We have deep connections with broker-dealers and other planning and advising organizations. If you’re a client of one of these broker-dealers or you belong to one of these organizations, you qualify for a discount for Plan® or Advise®.
But that’s not all. Plan customers can also easily import client and asset information from our partners.
Check out our partners
Ameritas
Ameritas offers insurance, financial services, and employee benefits, but we deliver so much more. Ameritas began in 1887 in Lincoln, Nebraska, and remains in Lincoln today, serving 5.3 million customers around the United States with over $45 billion in assets under management.
Atria
Atria Wealth Solutions is comprised of Cadaret Grant, CUSO Financial, NEXT Financial, SCF Securities, and WIS. In total, Atria is comprised of $104 billion in assets under advisement and more than 2,300 financial professionals across the nation.
Avantax
Founded in 1983, Avantax is a pioneer in tax-smart investing. Avantax is ranked as one of the Top 10 independent broker-dealer firms, managing over $76.5 billion in assets across all 50 states.
Berthel Fisher Co.
For over 30 years Berthel Fisher Co. has offered a wide array of investment products and back-office support to provide outstanding service to financial professionals.
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. Cambridge Investment Research is ranked as one of the Top 10 independent broker-dealer firms, managing over $137 billion in assets across the United States.
Cetera
Cetera is one of the nation’s largest networks of independently managed broker-dealers. Cetera is dedicated to helping financial professionals like you help their clients pursue not only their financial goals and dreams, but their life ones as well. Cetera has $122 billion in AUM and serves 1.7 million people across the country.
CFP Board
The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
Charles Schwab
Schwab is a leading investment services firm, a custodian for independent advisors, and a lead in asset management and retirement planning. Schwab serves nearly 15,000 independent advisor firms and manages more than $7 trillion.
Commonwealth Financial Network
Commonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Massachusetts. Commonwealth was founded in 1979 and has approximately 1,950 independent financial advisors nationwide.
CUSO Financial Services/Sorrento Pacific
Acquired by Atria in 2017, CFS/SPF is one of the top broker-dealers in the industry, has provided expert investment guidance and future-focused technology to banks, credit unions and other financial institutions for over 25 years. Today, CFS/ SPF serves more than 200 investment programs with over $40 billion of assets under administration.
Davenport & Company
Davenport & Company is one of the oldest Financial Services providers in Virginia, with its roots traced back to the 1860’s. With more than $5 billion in AUM, Davenport & Co. offers a range of wealth management and financial advisory services, including traditional stock and bond brokerage, professional money management, financial and retirement planning, market research, insurance, and public finance.
First Financial Equity Corporation
Commonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Massachusetts. Commonwealth was founded in 1979 and has approximately 1,950 independent financial advisors nationwide.
Garret Planning Network
Acquired by Atria in 2017, CFS/SPF is one of the top broker-dealers in the industry, has provided expert investment guidance and future-focused technology to banks, credit unions and other financial institutions for over 25 years. Today, CFS/ SPF serves more than 200 investment programs with over $40 billion of assets under administration.
GWN Securities
GWN Securities, Inc. is a nationally recognized Broker/Dealer and an authorized Financial Services Provider. GWN serves over 50,000 clients with $3.1 billion in Assets under Management.
The Investment Center
The Investment Center, Inc. is an independent broker/dealer founded in 1986, with the purpose of providing back-office support services, investment tools, technology, and a broad selection of non-proprietary products to a national network of nearly 300 independent financial advisors in offices across the nation.
Lincoln Investment
With over 50 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Lincoln Investment has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 billion in assets.
LPL Financial
LPL offers comprehensive support for financial professionals across the spectrum of our industry: from independent financial advisors to financial institutions, from local advisor teams to large-scale RIA firms, from fully autonomous business owners to advisors employed by LPL. With over 19,000 financial professionals, LPL holds over $1 trillion in brokerage and advisory client assets.
NAPFA
Since its founding in 1983, NAPFA has become the country’s leading professional association of Fee-Only financial advisors. The association provides support and education for more than 4,400 practitioners all over the country.
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. (“NEXT”) is a uniquely independent firm founded by financial professionals for financial professionals. Founded in 1999, NEXT has grown to become one of the industry’s most recognized independent financial services firms with more than $13.5* billion in individual, business, trust, and retirement plan assets.
Protected Investors of America
Protected Investors of America joined Cambridge Investment Research in 2016 and has advisors and financial professionals located in California and Arizona who service clients in over 28 states.
Raymond James
Raymond James is driven by a focus on independence, integrity, conservative risk management and always putting clients first. Today, Raymond James holds more than $1 trillion in client assets with more than 8,700 financial advisors across the US.
Ronald Blue Trust
With over $13.5 billion of assets under advisement, Ronald Blue Trust advisors apply technical expertise and biblical wisdom to help over 9,000 clients make wise financial decisions to experience clarity and confidence and leave a legacy.
Strategic Financial Alliance Inc.
SFA was founded in 2003 by a group of advisors and industry leaders who fully appreciated and saw the need for a firm that would support true independence for its advisors. SFA manages more than $500 million of regulatory assets for over 2,500 clients.
US Bank
US Bank offers Wealth Management services in addition to its wide array of financial service offerings and serves all clients regardless of where your clients are on their financial journey. US Bank has branches in 26 states and has over $570 billion in assets.