Investment Management (Service Type: Institutional Services)

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Up to $2B
$2B - $5B
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$50B+
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locationAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: Up to $2B
locationAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: Up to $2B
BIP Wealth, LLC is an independent, SEC registered investment adviser based in Atlanta, Georgia founded in 2007. BIP provides personalized, comprehensi...
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locationPlymouth, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
locationPlymouth, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
1620 Investment Advisors provides investment management and financial planning to individuals, business owners, and financial services firms.
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company size
Company size:  1-10
AUM
AUM: Up to $2B
company size
Company size:  1-10
AUM
AUM: Up to $2B
1776 Wealth LLC is an independent, SEC registered investment adviser based in Sandy Springs, Georgia founded in 2017. 1776 Wealth LLC provides investm...
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locationBaltimore, Maryland
AUM
AUM: $10B - $25B
1919 Investment Counsel, LLC is a boutique investment advisory firm and wholly owned subsidiary of Stifel Financial Corp.
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company size
Company size:  11-50
total assets
Total Assets: Up to $2B
company size
Company size:  11-50
total assets
Total Assets: Up to $2B
1st National Bank is a community bank based in Lebanon, Ohio that serving Southwestern Ohio. 1st National Bank offers personal and business banking se...
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locationSouth Bend, Indiana
company size
Company size:  1001-5000
total assets
Total Assets: $5B - $10B
locationSouth Bend, Indiana
company size
Company size:  1001-5000
total assets
Total Assets: $5B - $10B
1st Source Bank was founded in 1863 and remains the largest locally controlled financial institution headquartered in the northern Indiana-southwester...
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locationJohnstown, Pennsylvania
company size
Company size:  201-500
total assets
Total Assets: Up to $2B
locationJohnstown, Pennsylvania
company size
Company size:  201-500
total assets
Total Assets: Up to $2B
1st Summit Bank serves Cambria, Somerset, Indiana, Blair, and Westmoreland County through 16 Offices. It has enhanced customer convenience through tec...
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locationCosta Mesa, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
locationCosta Mesa, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
20/20 Capital Management Inc. d/b/a 20/20 Financial Advisers is an independent, SEC-registered investment adviser based in Costa Mesa, California foun...
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locationNew York, New York
company size
Company size:  11-50
AUM
AUM: $5B - $10B
locationNew York, New York
company size
Company size:  11-50
AUM
AUM: $5B - $10B
20 Gates Management LLC is an independent, SEC-registered investment adviser based in New York founded in 2010. 20 Gates Management is an institution...
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locationDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
locationDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
360 Wealth Management is a financial advisory firm based in Dallas, Texas. 360 Wealth Management provides financial planning services, wealth manageme...
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