10 largest TAMPs by assets in 2023
6. Buckingham Strategic Partners
Total assets: $34.77 billion
Website: www.buckinghamstrategicpartners.com
Custodians: Multiple: Schwab, Fidelity, TD, Pershing Advisor Solutions
Type of products: Asset-class portfolios: DFA, DFA socially responsible investing, DFA sustainable portfolio, DFA tax-managed portfolios, ETF portfolio, multi-manager portfolio, SMAs all across seven classes of risk: defensive, conservative, balanced, moderate, moderate growth, cap appreciation and equity.