About Criterion
One purpose, three exceptional firms
Criterion is the strength behind every advisor. We bring together a family of premier advisory and investment firms, equipping exceptional advisors with the platform, support, and resources they need to spend more of their energy on clients and less on everything else.
Our companies
A family of firms built to help people get further.
Each Criterion firm is a leader in its field, and together they cover the full spectrum of advice, planning, and investment management. The result is enduring value and lasting impact for advisors and the families who depend on them.
NorthRock Partners
A full-service financial and lifestyle advisory firm. NorthRock’s distinctive Personal Office® model serves a broad and growing client base, delivering bespoke, personalized advice, from investments and tax preparation to estate planning and philanthropic giving, all under one roof.
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Wealthcare
For more than 25 years, Wealthcare has been a national SEC-registered Registered Investment Advisor (RIA) partnering with independent financial advisors to help them grow stronger businesses. Through an integrated platform that combines goals-based financial planning, disciplined investment management, proprietary technology, and enterprise-level support, Wealthcare empowers advisors to deliver an exceptional client experience. With more than $10 billion in assets under management and flexible affiliation models, the firm provides the infrastructure, expertise, and support advisors need to scale their practices with confidence.
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A next-generation registered investment advisory (RIA) firm and turnkey asset management program (TAMP) dedicated to improving the science of investing for fee-based advisors, institutions, and the clients they serve. Beacon delivers disciplined, data-driven portfolios built to capture gains while working to limit losses from market volatility.
Visit BeaconAdvisors do their best work when they're free to focus entirely on the people they serve.