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
The Pacific Financial Group........................................ 48
The Holistic Client Perspective ............................. 20
True Freedom™ Investing .......................................... 49
Pick Your Platform .................................................. 20
GLOSSARY OF TERMS ............................................... 50
CONTRIBUTORS ......................................................... 53
Get It Right the First Time...................................... 21
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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