GWA Associations & Partners

As an independent Registered Investment Advisor, Generational Wealth Advisors choose to have a limited number of relationships with an elite group of partners. When it comes to investments, in most cases, our partners offer institutional-quality products and cost structures to our clients. Institutional investments, such as these, typically require a significant minimum investment, ranging from $1 million to $5 million per fund or strategy. The partners that we work with offer a vastly reduced minimum investment requirement for our firm’s clients.

Generational Wealth Advisor Partners

Charles Schwab Institutional

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with more than 360 offices and 14.1 million active brokerage accounts, 1.7 million corporate retirement plan participants, 1.5 million banking accounts, and $4.11 trillion in client assets as of June 30, 2020. Schwab Institutional has worked with independent financial advisors for over 30 years and its recently announced acquisition of TD Ameritrade solidifies its position as the largest provider of custodial services for these firms.

Dimensional Fund Advisors

DFA is based in Austin, Texas with worldwide offices and trading operations. For more than 30 years, DFA has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management and trading. Their leadership includes several Nobel Laureates in Economic Science and their close relationships with the academic community underpin their approach to investing and form the foundation for innovative strategies. DFA works with individuals exclusively through a select group of advisors.

Applied Quantitative Research

AQR is based in Greenwich, Conn. and has offices in Chicago, Los Angeles and Sydney. They are a global investment management firm built at the intersection of financial theory and practical application. They have worked to identify what matters most in financial economics and develop ideas that withstand rigorous testing. AQR takes a systematic, research-driven approach, applying quantitative tools to process fundamental information and manage risk. AQR provides access to their institutional fund cost structure to clients of select advisory firms.

The Vanguard Group

Vanguard is based in Valley Forge, Pennsylvania and has offices worldwide. Vanguard is one of the world’s largest investment companies, offering a large selection of low-cost funds and related services. Vanguard provides important research quantifying “advisor’s alpha” – the value of working with an advisor focused on best practices and strategies that create value for clients.

Goldman Sachs Asset Management

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. Goldman Sachs Asset Management provides institutional and individual investors with investment & advisory solutions, with strategies spanning asset classes, industries, and geographies. GSAM provides access to their institutional fund cost structure to clients of select advisory firms.


Orion is widely considered to be the industry’s premier technology platform for portfolio accounting and it integrates all of our data, reporting, fee processing, and business intelligence functions. For our clients that have implemented a financial plan, Orion allows us to create a personalized client portal.

Halo Investing

Halo is a marketplace connecting investors to structured products offered by leading financial institutions. By creating a market-driven process that provides access to these products, Halo creates competition and transparency. The firm’s goals are to automate, personalize and democratize opportunities to invest in protective products.

Wealth Advisors Trust

Wealth Advisors Trust was created by advisors for advisors. They are based in South Dakota, the #1 ranked state for trust laws. As a nationally award-winning trust company, they believe in challenging the status quo of the trust industry. Their trust administration services are easy and non-interruptive, designed to support the Advisor, not undermine them.


Founded in 2009, CAIS is the leading alternative investment platform for advisors, providing access to hedge funds, private equity, and private credit offerings. All funds listed on CAIS undergo independent due diligence and ongoing monitoring by Mercer. CAIS streamlines the end-to-end transaction through digital subscriptions and integrated reporting with custodians, making investing in alternatives simple and efficient.

Generational Wealth Advisor Associations

Exit Planning Institute

The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the crucial education to differentiate themselves, add value to their existing client relationships, and attract new business owners to their firm.


Whether you are dealing with major life changes, planning for retirement, or deciding where to invest your money, a CFP® professional can help you navigate your finances. Generational Wealth Advisors is fortunate to have four CFP® professionals.

Financial Planning Association

The Financial Planning Association is a leadership and advocacy organization based in Denver, Colorado. FPA works with academic leaders, legislative & regulatory bodies, financial services firms, and consumer interest organizations.

Investments and Wealth Institute

Investments and Wealth Institute (formerly IMCA) is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers. They educate through events, continuing education courses, and certification programs.