It Starts with a Single Step
People helping people—that is the power of the advisor / client relationship. And with the help of the Buckingham community, a network of dedicated professionals throughout the country, each advisor, portfolio manager and broader team is committed to serving you with the personalized care you need and deserve. Through the Design | Build | Protect® approach, you can look forward to evolving together throughout your investment journey.
The Buckingham Community
$37B
AUM/AUA*
24+
Years Serving Clients
1K+
Advisors Nationwide
As of September 30, 2023 BSP had $10.38 billion of discretionary regulatory assets under management and $13.88 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $13.60 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $37.86 billion.