Investment Management (Service Type: Trust & Estate Planning)

Showing 221 – 230  of 1,368  Firms
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Showing 221 – 230  of 1,368  Firms
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AUM
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$2B - $5B
$5B - $10B
$10B - $25B
$25B - $50B
$50B+
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location iconHouston, Texas
company size
Company size:  51-200
AUM
AUM: $5B - $10B
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location iconHouston, Texas
company size
Company size:  51-200
AUM
AUM: $5B - $10B
Avalon Advisors, LLC is an independent, SEC-registered investment adviser based in Houston, Texas founded in 2001. Avalon Advisors, LLC provides inves...
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location iconZurich, Switzerland
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconZurich, Switzerland
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Avalor Investment AG is a leading independent asset manager based in Löwenstrasse, Switzerland and registered investment adviser. Avalor Investment A...
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location iconDallas, Texas
company size
Company size:  1001-5000
AUM
AUM: $25B - $50B
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location iconDallas, Texas
company size
Company size:  1001-5000
AUM
AUM: $25B - $50B
Avantax Advisory Services, Inc. and Avantax Planning Partners, Inc. are an indirect wholly-owned subsidiaries of Blucora, Inc., a publicly traded prov...
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company size
Company size:  1-10
AUM
AUM: Up to $2B
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company size
Company size:  1-10
AUM
AUM: Up to $2B
Aveo Capital Partners, LLC is a registered investment advisor based in Greenwood Village, Colorado founded in 2011. Aveo Capital Partners, LLC is a we...
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location iconHudson, Massachusetts
company size
Company size:  51-200
total assets
Total Assets: $2B - $5B
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location iconHudson, Massachusetts
company size
Company size:  51-200
total assets
Total Assets: $2B - $5B
Avidia Bank is a state chartered, mutual community bank based in Hudson, Massachusetts founded in 1869. Avidia Bank offers personal and business banki...
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location iconSacramento, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconSacramento, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
Avisen Securities, Inc. is an investment securities and financial advisory firm based in Sacramento, California founded in 2003. Avisen Securities pr...
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location iconChicago, Illinois
company size
Company size:  5000+
AUM
AUM: $50B+
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location iconChicago, Illinois
company size
Company size:  5000+
AUM
AUM: $50B+
Aviva is a large, publicly-traded, financial services firm based in London founded in 1696. Aviva provides insurance, wealth and retirement services ...
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location iconGulfport, Mississippi
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconGulfport, Mississippi
company size
Company size:  1-10
AUM
AUM: Up to $2B
AVL/WealthCare, LLC is an SEC-registered investment adviser based in Gulfport, Mississippi founded in 1999 and owened by the partners of the accountin...
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location iconClearwater, Florida
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconClearwater, Florida
company size
Company size:  11-50
AUM
AUM: Up to $2B
Flaharty Asset Management LLC is a financial planning and advisory firm based in Clearwater, Florida founded in 2013. Flaharty Asset Management LLC pr...
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company size
Company size:  1-10
AUM
AUM: Up to $2B
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company size
Company size:  1-10
AUM
AUM: Up to $2B
Axia Advisory Corporation is an independent, SEC-registered investment adviser based in Indianapolis, Indiana founded in 1991. Axia Advisory Corporat...
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