Below is a representative list of clients that Oakbrook Solutions has worked with over the past 15 years since our company was founded.

 

Ascensus
BancTrust & Co.
Bank of America Private Banking
Bank of America Securities
BNY Mellon
Boston Trust & Investment Management Co.
Capital One
Citizens Bank
Citibank
Comerica Bank
Constellation Wealth Advisors
Delaware Investments
Edward Jones Trust Company
ESL Federal Credit Union
Evergreen Investments
Fifth Third Bank
Fifth Third Securities
First Citizens Bank
First National Bank of Bryan
First Western Trust Bank
FIS Wealth Management Solutions
Innovest
JPMorgan Chase
Kaspick and Company
KeyBank
Glenmede Trust Company
MassMutual Trust Company
M&T Bank
Northern Trust
Pitcairn Trust Company
PNC Bank
Principal Trust Company
Rockefeller & Company
SEI Investments
State Street
The Fauquier Bank
TIAA-CREF Trust Company
UMB Investments
U. S. Bank
Union Bank of California
United Bank & Trust
Vertical Management Systems, Inc.
Wells Fargo
Wells Fargo Advisors