America’s Best TAMPs Showcase - Flipbook - Page 2
2026 AMERICA’S BEST TAMPS
TM
TABLE OF CONTENTS
EXECUTIVE SUMMARY ........................................ 3
TAMP PROFILES
CLASS OF 2026 .............................................................. 4
Absolute Capital Management ................................... 28
STATE OF THE INDUSTRY: 2026 .................................. 5
AdvisorEngine Portfolio Solutions............................... 29
Amplify Platform......................................................... 30
A Rapidly Shifting Landscape ................................. 7
AssetMark ................................................................. 31
Scale and Specialization:
Two Paths to Excellence ........................................ 11
Axxcess Wealth Management .................................... 32
Two Evolutionary Paths .......................................... 11
Brookstone Capital Management ............................... 33
Beyond the TAMP ................................................... 12
CacheTech Advisor Solutions..................................... 34
The New Efficient Frontier ..................................... 12
Dynasty Financial Partners..........................................35
AI Integration: A Transformation
in Wealth Management .......................................... 12
Envestnet .................................................................. 36
Flexible Plan Investments ........................................... 37
The TAMP Advantage ............................................. 14
Focus Partners Advisor Solutions .............................. 38
Outsourcing Is Table Stakes .................................. 14
GeoWealth................................................................. 39
Free to Grow ........................................................... 14
Greenrock Research .................................................. 40
The Outsourced Portfolio ...................................... 14
Matson Money........................................................... 41
A Marketplace of Models ....................................... 15
Orion ......................................................................... 42
How TAMPs Get Models to You ............................ 15
What About the “Wrap”? ........................................ 15
RIA Innovations.......................................................... 43
UMA, SMA, and More ............................................. 16
SEI ............................................................................ 44
Managers and Product Selection.......................... 17
Smartleaf Asset Management .................................... 45
Total Fee Transparency at Last ............................. 18
SMArtX Advisory Solutions ........................................ 46
Turn the Key and Go: From Platform to Process .. 19
SS&C Black Diamond Wealth Solutions ..................... 47
Disruption on Your Side ......................................... 19
Synergy Asset Management ...................................... 48
The Holistic Client Perspective ............................. 20
The Pacific Financial Group........................................ 49
Pick Your Platform .................................................. 20
True Freedom™ Investing .......................................... 50
Get It Right the First Time...................................... 21
GLOSSARY OF TERMS ............................................... 51
CONTRIBUTORS ......................................................... 54
Questions You Should Frequently Ask ................. 21
Can’t I Just Build This? .......................................... 22
Deployment: The Relationship Begins ................. 23
Switch or Stay? Weigh the ROI ............................. 24
Last Thoughts: The Ecosystem and You .............. 25
Reach for Tomorrow ............................................... 26
TAMPs BY MANAGED ASSETS .................................. 27
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