America’s Best TAMPs Showcase - Flipbook - Page 4
CLASS OF 2026
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coaching and entrepreneurship infrastructure, helping advisors
transform from solo practitioners into scalable, educationdriven enterprises with a unified investor community.
ong-time America’s Best TAMPs readers will know most
of these names, but several didn’t make last year’s list for
one reason or another. All add something unique and thrilling
to our universe. Please welcome these fresh faces in the ABT
Class of 2026:
RIA Innovations: A full-service infrastructure provider
that supplies the operational, compliance, and technology
backbone for independent advisors, freeing them entirely from
administrative burden so they can focus exclusively on client
relationships and investment strategy.
AdvisorEngine Portfolio Solutions: A newly launched
open-architecture TAMP built natively within a full wealth
management platform, resolving the long-standing tension
between operational scale and portfolio personalization by
running customization, tax management, and outsourced
models through a single unified experience.
The Pacific Financial Group (TPFG): A pioneer in in-plan
retirement account management, TPFG’s single-ticker model
innovation allows advisors to manage workplace retirement
assets holistically alongside non-plan accounts, treating the
client’s full financial picture as one integrated whole.
Greenrock Research: An outsourced CIO operating entirely
behind the scenes for RIAs, offering institutional-caliber
research with a contrarian edge, including a proprietary bond
substitute that has significantly outpaced the US Aggregate
Bond Index over the past five years.
True Freedom™ Investing: A patented, algorithm-driven
research and risk management platform built around tactical
strategies that use cash as an active asset class, engineered to
help advisors navigate full market cycles while generating advisory
fees that reportedly exceed industry averages by up to 50%.
Matson Money: Science-based, Nobel Prize–grounded
investment philosophy combined with an unusually deep
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