Big 4 Accounting Firm

Auditing, IT Privacy, and Conulting

Headquartered in Manhattan, Geller employs over 400 people. Geller works closely with clients to understand their needs and deliver a tailored suite of services, including:

FAMILY OFFICE SERVICES
We provide affluent individuals with the information they need in order to make sound decisions, allowing them to have more time to focus on other, more valuable areas of their lives and businesses.

TAX ADVISORY SERVICES
Our tax professionals are expert at much more than compliance; they're business advisors who are gifted in helping you protect your bottom line.
CFO ADVISORY SERVICES

A division of BDO USA specializing in valuations of private companies, forensic accounting, and dispute resolution.

BDO is fifth largest Audit and Advisory professional services firm in the world.

Burr Pilger Mayer (BPM) provides meaningful, comprehensive financial and business counsel. We are experts in accounting, tax, and finance, and our people are distinguished by their knowledge, discipline, and unremitting commitment to the success of clients.

As the largest California-based accounting and consulting firm, BPM has served the Bay Area's emerging and mid-cap businesses as well as high net worth individuals for the past 26 years. Our SEC practice is one of the largest in the U.S., serving public companies throughout Silicon Valley and across the nation, and over half of our shareholders have substantial Big Four experience. Our highly specialized consultants are accredited turnaround advisors, valuation analysts, forensic accountants, senior appraisers, and more.

United States Air Force

SGV & Co. is currently the Philippines' largest multidisciplinary professional services firm with eight offices across the country. The Firm employs over 3,200 professionals from various disciplines delivering value-added services to over 6,000 esteemed clients. We provide integrated solutions that draw on diverse and deep competencies in assurance, tax, transaction and advisory services. We uphold the highest standards of quality. In fact, SGV & Co. remains the only ISO 9001-certified professional services firm in the Philippines – a distinction we have maintained since 1996.

We've been doing it for more than 70 years. In that time, we've grown from one small Treasury Branch to become the largest Alberta-based financial institution, with assets of $32.0 billion. Today, more than 5,300 associates help more than 635,000 customers in 242 Alberta communities make their dreams come true.
Like our clients, we're Albertans. Through a network of 170 branches, 130 agencies, and a Customer Contact Centre, we work beside them and with them in their communities, and we root for their success because it's our success too.

An international financial services company headquartered in Chicago, Illinois, USA. It provides investment management, asset and fund administration, fiduciary and banking services through a network of 85 offices in 18 U.S. states and 12 international offices in North America, Europe and the Asia-Pacific region.

About Travelers

In an uncertain world, Travelers is an insurance leader, committed to keeping pace with the ever-changing needs of our customers, and anticipating their needs for the future. There is no stronger testament to our dedication to protecting customers from loss than our continued innovation and ability to transform our industry.

In fact, from the first ever auto and space travel policies and hybrid car discount, to the 2009 founding of The Travelers Institute for public policy, our history of advancements has propelled our company—and our industry—towards ever higher standards for customers.

SEI Investments Co. is a publicly owned investment manager. The firm provides wealth management and investment advisory services to its clients through its subsidiaries. Through its subsidiaries, it provides its services to corporations, financial institutions, financial advisors, high net worth families, banks and trust institutions, investment advisors, financial planners, not-for-profit organizations, and pension plans. The firm manages separate client-focused portfolios through its subsidiaries. Through its subsidiaries, it also manages equity, fixed income, and balanced mutual funds, hedge funds, fund of funds, and private equity funds. The firm invests in public equity and fixed income markets across the globe through its subsidiaries.

CAPS provides entertainment payroll services for every major studio and hundreds of independent production companies and are experts in production payroll processing, national agreements, health, welfare and pension plans, wage and hour law.

History of CAPS

CAPS originally began in 1991 as Talent Associates with a primary focus on music payroll. In that decade CAPS continued to expand its services, adding theatrical film and television payroll services, and East and West Coast atmosphere payroll. In 1999 our full-service Los Angeles office opened.

Moss Adams Capital is a leading investment banking firm dedicated to helping companies and individuals create business value, sell and acquire businesses, raise equity and debt capital, and evaluate strategic opportunities.

Moss Adams Capital principals are senior, seasoned professionals who have a proven track record as advisors for middle market companies. We focus on middle market companies with revenues between $10 million and $350 million. Our expertise spans numerous industry sectors representing a wide range of businesses. Our investment banking services are complemented by the extensive experience and skills of Moss Adams LLP, our affiliate.

WCF Advisors, LLC provides a broad range of services tailored for middle-market companies ($10 million - $500 million in revenue) and capital providers. We pride ourselves on earning our clients’ confidence through dedication to their strategic and transaction needs, while also providing Wall Street caliber advice and guidance. Whether you seek an advisor to facilitate an M&A transaction or to raise capital, rest assured you will get the senior-level attention and resources you deserve to successfully complete your transaction with limited interruption to management, employees, and customers.

The United Services Automobile Association (USAA) is a Texas-based diversified financial services group of companies which includes a Texas Department of Insurance regulated unincorporated, reciprocal inter-insurance exchange and a Fortune 500 financial services company offering banking, investing, and insurance to people and families that serve, or served, in the United States military. At the end of 2011, there were 8.8 million members. 2.5 million of the total of 8.4 million members were subscribing members who have about $7–8 each on deposit with the exchange to guarantee its financial capabilities.[citation needed] The company reported a surplus [not Net Worth] of $19.3 billion in 2011.

Woodfield Fund Administration, LLC provides administration services to more than 150 private investment funds. We have experience with a diverse mix of strategies and styles including equity and fixed income hedge funds, private equity funds, fund of funds, commodity pools, unit investment trusts, real estate funds and asset backed funds. Our clients are located throughout the US and around the world and range from large asset managers with capital in excess of $1 billion to startup funds with a small number of investors.

Schwartz & Company, LLP was founded in 1991 on the basic principle that in order to provide superior services it is essential to take our client’s business very personally. Schwartz & Company, LLP specializes in accounting, audit and tax services for venture capital companies, investment partnerships, public and closely held corporations and acquisitions of U.S. companies by both domestic and foreign investors. We have the knowledge and experience necessary to help our clients with today’s challenging and complex accounting and financial reporting environments. Our clients are able to ensure that the quality of their financial reports is in compliance with new regulatory requirements.

Sandler & Company, P.C and our affiliated company Sandler & Company ( Cayman ) provides audit, accounting, tax and consulting services to domestic and off-shore hedge funds, commodity pools, investment advisors and other financial service companies throughout the United States, as well as the British Virgin Islands and the Cayman Islands. Our clients include funds that are in a master-feeder structure, fund of funds and stand alone funds, which invest in a wide array of financial instruments, including long short equities, international equities, options, debt securities including mortgage backed securities, foreign currencies, futures contracts, distressed securities and real estate investments.

Margolin, Winer & Evens, LLP ("MWE") provides audit, accounting, tax and consulting services to domestic and offshore hedge funds, commodity pools, investment advisors, broker-dealers and other financial services companies throughout the Unites States of America, as well as the British Virgin Islands and the Cayman Islands. MWE has a staff of more than 200, including 28 partners and principals, and has been an integral part of the business community since 1946. We are among the 20 largest CPA firms in the northeast, and service a wide range of clients. The combined experience of our team enables MWE to provide the specialized business and financial advice our clients need to achieve their business objectives.

Leading financial services firms rely on J.H. Cohn for our knowledge and expertise in working with hedge funds, broker-dealers, securitization conduits, private equity funds, fund of funds, and investment advisers, including Registered Investment Advisers. Our professionals are recognized by clients for their rapid, insightful responses to accounting and audit issues, knowledgeable tax planning guidance, and ability to assist clients onshore and offshore. One of the leading accounting and consulting firms in the United States, J.H. Cohn offers audit, accounting, tax and business consulting services for public and private, middle-market and entrepreneurial companies, individuals, and not-for-profit organizations. For more than 90 years, J.H.