Investment Management (Service Type: Trust & Estate Planning)

Showing 111 – 120  of 1,369  Firms
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Showing 111 – 120  of 1,369  Firms
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AUM
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$2B - $5B
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$50B+
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location iconRichmond, Virginia
Alpha Omega Wealth Management, LLC is a fee-only, SEC registered investment adviser based in Richmond, Virginia founded in 2009. Alpha Omega Wealth M...
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company size
Company size:  501-1000
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company size
Company size:  501-1000
Alpine Bank is a state-chartered, independent community bank based in Glenwood Springs, Colorado founded in 1980. Alpine Bank provides business and pe...
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location iconPurchase, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconPurchase, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
Alpine Woods Capital Investors owns Saxon Woods Advisors, LLC which is an SEC registered investment adviser based in Purchase, New York founded in 199...
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location iconChicago, Illinois
company size
Company size:  51-200
AUM
AUM: $5B - $10B
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location iconChicago, Illinois
company size
Company size:  51-200
AUM
AUM: $5B - $10B
Altair Advisers LLC is an independent, SEC-registered investment adviser based in Chicago, Illinois founded in 2002. Altair Advisers LLC provides inve...
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location iconAsheville, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconAsheville, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
Altamont Capital Management, L.L.C. is an independent, SEC-registered investment adviser based in Asheville, North Carolina founded in 2001. Altamont ...
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location iconNew York, New York
company size
Company size:  51-200
AUM
AUM: Up to $2B
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location iconNew York, New York
company size
Company size:  51-200
AUM
AUM: Up to $2B
Altfest is an investment advisory firm focused on providing comprehensive wealth management services, including investment management, retirement plan...
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location iconChicago, Illinois
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconChicago, Illinois
company size
Company size:  1-10
AUM
AUM: Up to $2B
Altman Advisors is a multi-family office providing comprehensive planning and portfolio management services to high-net-worth clientele, and traces it...
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location iconLexington, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconLexington, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
Altschuler Financial Services is an independent, SEC registered investment adviser based in Lexington, Massachusetts founded in 1994. Altschuler Finan...
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location iconIrving, Texas
company size
Company size:  11-50
AUM
AUM: $50B+
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location iconIrving, Texas
company size
Company size:  11-50
AUM
AUM: $50B+
American Beacon Advisors, Inc. is an SEC-registered investment adviser founded in 1986 and a wholly-owned subsidiary of Resolute Investment Managers,...
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location iconNew York, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconNew York, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
American Financial & Tax Strategies, Inc. is an independent, SEC registered investment adviser based in New York founded in 1993. American Financial &...
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