Investment Management (Service Type: Trust & Estate Planning)

Showing 361 – 370  of 1,369  Firms
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Showing 361 – 370  of 1,369  Firms
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AUM
Up to $2B
$2B - $5B
$5B - $10B
$10B - $25B
$25B - $50B
$50B+
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11-50
51-200
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location iconAtlanta, Georgia
company size
Company size:  51-200
AUM
AUM: $5B - $10B
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location iconAtlanta, Georgia
company size
Company size:  51-200
AUM
AUM: $5B - $10B
Brightworth, LLC d/b/a CI Brightworth is a fee-only, SEC-registered investment adviser based in Atlanta, Georgia founded in 1997 and an indirect major...
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location iconBerwyn, Pennsylvania
company size
Company size:  51-200
AUM
AUM: $2B - $5B
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location iconBerwyn, Pennsylvania
company size
Company size:  51-200
AUM
AUM: $2B - $5B
Brinker Capital Investments, LLC is a privately-owned, SEC registered investment adviser based in Berwyn, Pennsylvania and wholly-owned by Orion Advis...
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location iconSeattle, Washington
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconSeattle, Washington
company size
Company size:  11-50
AUM
AUM: Up to $2B
Bristlecone Advisors, LLC is an independent, SEC-registered investment adviser based in Bellevue, Washington founded in 1999. Bristlecone Advisors, LL...
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location iconKnoxville, Tennessee
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconKnoxville, Tennessee
company size
Company size:  11-50
AUM
AUM: Up to $2B
Brogan Financial, Inc. is an independent, SEC-registered investment adviser based in Knoxville, Tennessee founded in 2001. Brogan Financial, Inc. pro...
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location iconGeneva, France
company size
Company size:  1001-5000
AUM
AUM: $50B+
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location iconGeneva, France
company size
Company size:  1001-5000
AUM
AUM: $50B+
Edmond de Rothschild is a privately held investment management firm based in Paris, France. Edmond de Rothschild provides private banking, asset manag...
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location iconToronto, Canada
company size
Company size:  1001-5000
AUM
AUM: $50B+
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location iconToronto, Canada
company size
Company size:  1001-5000
AUM
AUM: $50B+
Brookfield Asset Management Inc. is a global investment management firm with headquarters in Toronto and New York and an SEC-registered investment adv...
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location iconKaplan, Louisiana
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconKaplan, Louisiana
company size
Company size:  1-10
AUM
AUM: Up to $2B
Broussard Financial Group, LLC is an independent, fee-only, SEC-registered investment adviser based in Kaplan, Louisiana founded in 2002. Broussard F...
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location iconBaltimore, Maryland
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location iconBaltimore, Maryland
Brown Advisory is a privately held, registered independent advisor registered with the SEC. Brown Advisory provides investment management and strateg...
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location iconNew York, New York
company size
Company size:  5000+
AUM
AUM: $50B+
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location iconNew York, New York
company size
Company size:  5000+
AUM
AUM: $50B+
Brown Brothers Harriman is a large financial services firm based in New York founded 1818. Brown Brothers Harriman offers private banking, investment...
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location iconLondon, United Kingdom
company size
Company size:  201-500
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location iconLondon, United Kingdom
company size
Company size:  201-500
Brown Shipley is a private wealth management firm and an authorized bank based in London founded in 1810 and a wholly-owned subsidiary of Quintet Priv...
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