Investment Management (Service Type: Trust & Estate Planning)

Showing 301 – 310  of 1,369  Firms
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Showing 301 – 310  of 1,369  Firms
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AUM
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$2B - $5B
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location iconDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
Beaird Harris Wealth Management, LLC is an independent, fee-only, SEC-registered investment adviser based in Dallas, Texas. Beaird Harris Wealth Mana...
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location iconSeattle, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconSeattle, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
Bear Mountain Capital Inc. is an independent, SEC-registered investment adviser based in Seattle, Washington founded in 2009. Bear Mountain Capital I...
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location iconWalnut Creek, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconWalnut Creek, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
Bedell Frazier Investment Counseling, LLC is an independent, SEC registered investment adviser based in Walnut Creek, California founded in 1975. Bede...
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location iconNew York, New York
company size
Company size:  1-10
AUM
AUM: $2B - $5B
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location iconNew York, New York
company size
Company size:  1-10
AUM
AUM: $2B - $5B
Beech Hill Advisors, Inc. is an independent, SEC registered investment adviser based in New York founded in 1988. Beech Hill Advisors, Inc. provides f...
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location iconCanton, Ohio
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconCanton, Ohio
company size
Company size:  1-10
AUM
AUM: Up to $2B
Beese, Fulmer Investment Management, Inc. is an independent, SEC-registered investment adviser based in Canton, Ohio founded in 1980. Beese, Fulmer I...
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location iconShelton, Connecticut
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconShelton, Connecticut
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Beirne Wealth Consulting Services, LLC is an independent, SEC-registered investment adviser based in Shelton, Connecticut founded in 2012. Beirne Wea...
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location iconLos Angeles, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconLos Angeles, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
Bel Air Investment Advisors LLC is an independent wealth management firm based in Los Angeles, California. Bel Air Investment Advisors LLC provides we...
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location iconPortsmouth, New Hampshire
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconPortsmouth, New Hampshire
company size
Company size:  1-10
AUM
AUM: Up to $2B
Belforti Investments, LLC is an independent investment management based in Portsmouth, New Hampshire and founded in 1999. Belforti Investments, LLC pr...
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location iconNewport Beach, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconNewport Beach, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
Bell & Brown Wealth Advisors, LLC is an independent, SEC-registered investment adviser based in Newport Beach, California founded in 2015. Bell & Brow...
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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
Belleair Wealth Management, LLC is an independent, SEC-registered investment adviser based in Belleair Bluffs, Florida founded in 200. Belleair Wealt...
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