Prism Financial Group

Founded in 1982, Prudent Management Associates is a Philadelphia-based Registered Investment Adviser that specializes in managing investment services for high net worth individuals and not-for-profit institutions, focusing on comprehensive asset management strategies.

Prairieview Partners, LLC, based in the United States, is a Registered Investment Adviser specializing in individualized portfolio management and wealth strategies encompassing retirement, estate planning, and risk management. The firm focuses on optimizing client wealth through personalized investment portfolios and efficient tax strategies, tailored to meet specific financial goals and needs.

Founded in 2003 and based in New York, Rp Management, LLC is a Registered Investment Adviser managing approximately $1.36 billion in assets under management, focusing on a diverse range of investment strategies, including equities and fixed income.

Urban Financial Advisory Corporation, an independent RIA located in Chicago, focuses on comprehensive financial planning and investment policy development, offering services that include tax and estate planning. The firm prides itself on providing a holistic approach to managing clients' financial affairs.

Founded in Toronto, Prime Quadrant is a Registered Investment Adviser (RIA) that serves ultra-affluent families and family offices, consulting on over CAD 23 billion in assets. The firm focuses on providing institutional-quality investment options across various asset classes, including alternative investments and private equity.

Founded in 2000 and based in Northfield, NJ, Cra Financial Services, L.L.C. is a fiduciary Registered Investment Adviser managing over $1.4 billion in assets. The firm specializes in customized portfolio management and financial planning, serving over 900 clients with a focus on transparent, tax-aware investment strategies.