Investment Management (Service Type: Trust & Estate Planning)

Showing 351 – 360  of 1,369  Firms
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Showing 351 – 360  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 iconNaples, Florida
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconNaples, Florida
company size
Company size:  1-10
AUM
AUM: Up to $2B
Bray Capital Advisors, LLC is an independent, fee-only, SEC-registered investment adviser based in Naples, Florida founded in 2014. Bray Capital Advi...
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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
Breakwater Investment Management, LLC is an independent, SEC-registered investment adviser based in Seattle, Washington founded in 2009. Breakwater I...
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location iconLondon, United Kingdom
company size
Company size:  1001-5000
AUM
AUM: $50B+
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location iconLondon, United Kingdom
company size
Company size:  1001-5000
AUM
AUM: $50B+
Brewin Dolphin is a leading UK wealth manager based in London and founded in 1762. Brewin Dolphin provides financial planning and investment manageme...
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company size
Company size:  11-50
AUM
AUM: Up to $2B
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company size
Company size:  11-50
AUM
AUM: Up to $2B
Briaud Financial Planning, Inc. is an independent, SEC-registered investment adviser based in College Station, Texas founded in 1986. Briaud Financia...
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location iconOmaha, Nebraska
company size
Company size:  51-200
AUM
AUM: $5B - $10B
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location iconOmaha, Nebraska
company size
Company size:  51-200
AUM
AUM: $5B - $10B
Bridges Investment Management, Inc. is a subsidiary of McCarthy Group, LLC, a private equity firm based in Omaha, Nebraska. Bridges Investment Manage...
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location iconNew York, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconNew York, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
Bridgewater Advisors Inc. is an independent, SEC-registered investment adviser based in New York founded in 1992. Bridgewater Advisors Inc. provides ...
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location iconBirmingham, Alabama
company size
Company size:  51-200
AUM
AUM: $2B - $5B
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location iconBirmingham, Alabama
company size
Company size:  51-200
AUM
AUM: $2B - $5B
Bridgeworth, LLC d/b/a Bridgeworth Wealth Management is an independent, SEC registered investment adviser based in Birmingham, Alabama founded in 2012...
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location iconGlastonbury, Connecticut
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconGlastonbury, Connecticut
company size
Company size:  1-10
AUM
AUM: Up to $2B
Briggs Wealth Management, Inc. is an independent, SEC-registered investment adviser based in Glastonbury, Connecticut founded in 2000. Briggs Wealth ...
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location iconClinton, New Jersey
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconClinton, New Jersey
company size
Company size:  1-10
AUM
AUM: Up to $2B
Brighton Financial Planning is an independent, SEC registered investment adviser based in Fleming, New Jersey founded in 1984. Brighton Financial Plan...
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location iconTampa, Florida
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconTampa, Florida
company size
Company size:  1-10
AUM
AUM: Up to $2B
Brightwater Advisory, LLC is an independent, SEC-registered investment adviser based in Tampa, Florida founded in 2013. Brightwater Advisory, LLC prov...
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