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Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the worlds financial system, we touch nearly 20% of the worlds investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere. Find BNY on Instagram & X: @BNYglobal
Heartland Financial USA, Inc. is community to the core. Our unique business model provides the “big bank punch with the community bank touch”. As a multi-billion dollar multibank holding company with local decision-making, we are able to provide customers with all their banking needs—from opening a checking account or buying a home to opening the doors of your dream business or positioning, forecasting and managing the payments of your corporation. We offer uniquely different banking solutions for business and personal clients. Heartland`s independent community banks are chartered in the states of Iowa, Illinois, Wisconsin, New Mexico, Arizona, Montana, Colorado, Minnesota, Kansas and California.. Other business lines include: - Trust, investment management and retirement plan services – offered through Wealth Advisory Services - Brokerage and investment services – provided through LPL Financial Institution Services - Consumer finance services – provided by Citizens Finance Co. - Home mortgage loans - provided by National Residential The Heartland vision is to differentiate itself by highlighting its uniqueness as a commercial banking organization supported by a strong retail delivery system. As one of the top 95 bank holding companies nationwide, Heartland delivers high-quality financial products and services to clients in the Midwestern, Southwestern and Western United States. Heartland`s common stock is traded through the NASDAQ® Global Select Market System under the symbol “HTLF.”
Philo Exchange Bank is a Philo, IL-based company in the Financial Services sector.
Sevier County Bank is the oldest continuously operating business in Sevier County, since 1909. As of April 2008 we have $403,161,152 in total assets and six banking offices. We offer Real Hometown Banking, where a smile is guaranteed and a handshake is