Different by design.
A company founded on principle before profit, Buckingham reimagined the model. That brave foundational thinking is still helping us build one of the largest, independent Registered Investment Advisory firms to objectively serve individuals and families, while simultaneously constructing a best-in-class Turnkey Wealth Management Partner model to help other financial advisors positively impact more lives.
When you work with anyone at Buckingham, you get everyone at Buckingham.
We attract and retain the best and brightest to push each other to keep innovating. We believe it's best practice to keep challenging best practices. Our brand narrative is rewritten with every interaction, not transaction. So whether we’re working for you or you’re working for us, you get the expertise of the entire Buckingham ecosystem.
Buckingham by the numbers
Assets Under Advisement*
Clients in All
*As of September 30, 2023, Buckingham Strategic Wealth and the community of advisors that make up Buckingham Strategic Partners collectively manage or administer more than $63 billion. Buckingham Strategic Partners had $10.38 billion of discretionary regulatory assets under management and $13.88 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $13.60 billion of assets managed or advised by the independent firms that hire Buckingham Strategic Partners for its services. In the aggregate, the total number of assets under management or administration was $37.86 billion. Buckingham Strategic Wealth had $22.81 billion on a discretionary basis and $1.52 billion on a non-discretionary basis for a total of $24.33 billion assets under management. In addition, Buckingham Strategic Wealth provided serves to $1.06 billion of participant-directed retirement plan assets. In the aggregate, the total number of assets under management or administration was $25.39 billion.
Fulfilling our mission. Improving lives.
For clients and advisors alike.
Our expanding advisor network now includes more than 50 offices in over 20 states. And our Turnkey Asset Management Program is hard at work at more than 1,200+ advisors nationwide.