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Investment Management (Service Type: Trust & Estate Planning)

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Showing 391 – 400  of 1,369  Firms
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Highest Rated
Canal Capital Management
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location iconRichmond, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRichmond, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Canal Capital Management, LLC is a registered investment adviser based in Richmond, Virginia founded in 2012. Canal Capital Management, LLC provides c...
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services
Wealth ManagementTrust & Estate PlanningInvestment Management
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Canandaigua National Bank and Trust
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location iconCanandaigua, New York
company size
Company size:  501-1000
total assets
Total Assets: $2B - $5B
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location iconCanandaigua, New York
company size
Company size:  501-1000
total assets
Total Assets: $2B - $5B
Canandaigua National Bank & Trust is a federally chartered community bank based in Canandaigua, New York founded in 1887. Canandaigua National Bank & ...
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Cangelosi Wealth Management
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location iconHawthorne, New Jersey
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconHawthorne, New Jersey
company size
Company size:  1-10
AUM
AUM: Up to $2B
Cangelosi Wealth Management is a investment management firm based in Hawthorne, United States. Cangelosi Wealth Management provides multi-family office wealth m...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Canterbury Consulting
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location iconNewport Beach, California
company size
Company size:  51-200
AUM
AUM: $5B - $10B
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location iconNewport Beach, California
company size
Company size:  51-200
AUM
AUM: $5B - $10B
Canterbury Consulting Incorporated is an independent, SEC-registered investment adviser based in Newport Beach, California founded in 1988. Canterbury...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Capital Advisors, Ltd.
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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
Capital Advisors, Ltd., LLC is an independent, SEC registered investment adviser based in Shaker Heights, Ohio founded in 1999. Capital Advisors, Ltd....
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Capital City Bank
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location iconTallahassee, Florida
company size
Company size:  501-1000
total assets
Total Assets: $2B - $5B
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location iconTallahassee, Florida
company size
Company size:  501-1000
total assets
Total Assets: $2B - $5B
Capital City Bank is a state chartered bank based in Tallahassee, Florida founded in 1907 and wholly-owned subsidiary of Capital City Bank Group, Inc....
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Capital City Partners, Inc.
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location iconPowell, Ohio
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconPowell, Ohio
company size
Company size:  1-10
AUM
AUM: Up to $2B
Capital City Partners, Inc. is a financial services firm based in Powell, Ohio that provides wealth management, investment banking and insurance servi...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Capital Directions
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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
Capital Directions, LLC is an independent, SEC-registered investment adviser based in Atlanta, Georgia founded in 1985. Capital Directions, LLC provi...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Capital Financial Advisors Of New York
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location iconClifton Park, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconClifton Park, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
Capital Financial Advisors of New York, LLC is an independent, fee-only, SEC-registered investment adviser based in New York founded in 2003. Capital ...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Capital Management Advisors
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location iconMarietta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconMarietta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Capital Management Advisors, Inc. is an independent, SEC-registered investment adviser based in Marietta, Georgia founded in 1991. Capital Management ...
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