SLA and its principals have provided services to many major broker-dealers, registered investment advisors, and banks, including:
Aegis
Ameriprise
Cambridge Investments
Centaurus Financial
Cetera
Citigroup Global
Edward Jones
Equitable Advisors
Janney Montgomery
Lincoln Financial Advisors
LPL Financial
Madison Avenue Securities
Morgan Stanley
Osaic
Pershing
Robinhood
Stifel
Wells Fargo