Investment Management (Service Type: Trust & Estate Planning)

Showing 311 – 320  of 1,368  Firms
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Showing 311 – 320  of 1,368  Firms
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AUM
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$2B - $5B
$5B - $10B
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$25B - $50B
$50B+
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location iconWilkes-Barre, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconWilkes-Barre, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
Berkshire Asset Management, LLC is an independent, SEC registered investment advisor based in Wilkes-Barre, Pennsylvania. Berkshire Asset Management,...
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location iconAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: Up to $2B
Berman Capital Advisors is an SEC-registered independent investment advisor founded in 2010 and based in Atlanta, Georgia. Berman Capital Advisors pr...
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location iconNew Paltz, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconNew Paltz, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
Berner Financial Services is a financial consulting and advisory firm based in New Paltz, New York founded in 1996. Berner Financial Services provide...
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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
Berno Financial Management, Inc. is an investment adviser founded in 1993 and part of Creative Planning, LLC, a large investment adviser. Berno Financ...
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location iconBethpage, New York
company size
Company size:  501-1000
total assets
Total Assets: $10B+
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location iconBethpage, New York
company size
Company size:  501-1000
total assets
Total Assets: $10B+
Bethpage Federal Credit Union is a federally-chartered credit union based in Bethpage, New York founded in 1941. Bethpage Federal Credit Union member...
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location iconSan Jose, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconSan Jose, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
BetterWealth LLC is an SEC-registered investment adviser based in San Jose, California BetterWealth LLC provides wealth management services, asset ma...
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location iconHonolulu, Hawaii
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconHonolulu, Hawaii
company size
Company size:  1-10
AUM
AUM: Up to $2B
BFG Wealth Management LLC is an SEC registered investment advisor based in Honolulu, Hawaii and founded in 2018. BFG Wealth Management LLC is a fee-o...
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location iconBoca Raton, Florida
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconBoca Raton, Florida
company size
Company size:  1-10
AUM
AUM: Up to $2B
Banyan Global Investment Advisors, LLC d/b/a BGI Advisors is an independent, SEC registered investment adviser based in Boca Raton, Florida founded in...
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location iconPortland, Maine
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconPortland, Maine
company size
Company size:  1-10
AUM
AUM: Up to $2B
Bigelow Investment Advisors, LLC is an independent, fee only, SEC-registered investment adviser based in Portland, Maine founded in 2007. Bigelow In...
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location iconCharlotte, North Carolina
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconCharlotte, North Carolina
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Biltmore Family Office, LLC is an independent, SEC-registered investment adviser based in Charlotte, North Carolina founded in 2008. Biltmore Family O...
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