Investment Management (Service Type: Trust & Estate Planning)

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Showing 1,191 – 1,200  of 1,369  Firms
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AUM
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$2B - $5B
$5B - $10B
$10B - $25B
$25B - $50B
$50B+
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location iconFairfield, New Jersey
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconFairfield, New Jersey
company size
Company size:  11-50
AUM
AUM: Up to $2B
Strategic Family Wealth Counselors, L.L.C. is an independent, SEC registered investment adviser based in Fairfield, New Jersey founded in 2000. Strat...
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location iconUtica, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconUtica, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
Strategic Financial Services, Inc. is an independent, SEC-registered investment adviser based in Utica, New York founded in 1979. Strategic Financial...
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location iconAlpharetta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconAlpharetta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Strategic Wealth, LLC is an independent, fee-based SEC registered investment adviser based in Alpharetta, Georgia founded in 2012. Strategic Wealth, ...
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location iconCharlotte, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconCharlotte, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
Strathmore Capital Advisors, Inc. is an independent, SEC-registered investment adviser based in Charlotte, North Carolina founded in 2005. Strathmore ...
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company size
Company size:  51-200
AUM
AUM: $2B - $5B
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company size
Company size:  51-200
AUM
AUM: $2B - $5B
Stratos Wealth Advisors, LLC is an independent, SEC-registered investment adviser based in Beachwood, Ohio founded in 2016. Stratos Wealth Advisors, ...
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location iconBrirmingham, Alabama
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconBrirmingham, Alabama
company size
Company size:  1-10
AUM
AUM: Up to $2B
Strauss Wealth Advising, Inc., d/b/a Strauss Financial Group, is an independent, fee-based, registered investment advisor based in Birmingham, Alabama...
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location iconHouston, Texas
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconHouston, Texas
company size
Company size:  1-10
AUM
AUM: Up to $2B
Sucre-Vail Wealth Advisors is an independent, SEC registered investment advisor based in Houston, Texas founded in 1997. Sucre-Vail Wealth Advisors pr...
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location iconMinnetonka, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconMinnetonka, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
Summit Financial Advisors provides comprehensive financial planning services including retirement planning, investment planning, estate planning, tax ...
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location iconParsippany, New Jersey
company size
Company size:  51-200
AUM
AUM: $2B - $5B
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location iconParsippany, New Jersey
company size
Company size:  51-200
AUM
AUM: $2B - $5B
Summit Financial, LLC is an independent, SEC registered investment adviser based in Parsippany, New Jersey founded in 1991. Summit Financial, LLC off...
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location iconMelville, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconMelville, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
Summit Financial Services, Inc. is an independent comprehensive financial planning firm based in Melville, New York.
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