Investment Management (Service Type: Trust & Estate Planning)

Showing 361 – 370  of 1,368  Firms
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Showing 361 – 370  of 1,368  Firms
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AUM
Up to $2B
$2B - $5B
$5B - $10B
$10B - $25B
$25B - $50B
$50B+
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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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location iconEden Prairie, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconEden Prairie, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
Brown Wealth Management, LLC is an independent, SEC-registered investment adviser based in Eden Prairie, Minnesota founded in 2003. Brown Wealth Manag...
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location iconBirmingham, Alabama
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconBirmingham, Alabama
company size
Company size:  11-50
AUM
AUM: $2B - $5B
WA Asset Management, LLC is an SEC-registered investment adviser based in Birmingham, Alabama founded in 1999 and principally owned by Wealth Partners...
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location iconAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconAtlanta, Georgia
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Buckhead Capital Management, LLC is an independent, SEC-registered investment adviser based in Atlanta, Georgia founded in 1994. Buckhead Capital Man...
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location iconSt. Louis, Missouri
company size
Company size:  501-1000
AUM
AUM: $10B - $25B
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location iconSt. Louis, Missouri
company size
Company size:  501-1000
AUM
AUM: $10B - $25B
Buckingham Strategic Wealth, LLC is a fee-only, SEC-registered investment adviser headquartered St. Louis, Missouri founded in 1994 and wholly-owned s...
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