Investment Management (Service Type: Trust & Estate Planning)

Showing 521 – 530  of 1,369  Firms
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Showing 521 – 530  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 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
CornerCap Investment Counsel, Inc. is an SEC registered investment advisor based in Atlanta, Georgia founded in 1989. CornerCap Investment Counsel, I...
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location iconBoulder, Colorado
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconBoulder, Colorado
company size
Company size:  1-10
AUM
AUM: Up to $2B
Cornerstone Investment Advisors, LLC is an independent, SEC registered investment advisory firm based in Boulder, Colorado founded in 2001. Cornerston...
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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
Cornerstone Management, Inc.'s wholly-owned subsidiary Financial Advisory Consultants, Inc. is an SEC registered investment advisor based in Peachtree...
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location iconTempleton, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconTempleton, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
Corvus Wealth Advisors, LLC is a registered investment advisor based in Templeton, California. Corvus Wealth Advisors, LLC provides personal wealth m...
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location iconMarion, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconMarion, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
Cottage Street Advisors, LLC is an SEC registered investment adviser founded in 2014 and based in Marion, Massachusetts. Cottage Street Advisors, LLC...
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location iconKansas City, Missouri
company size
Company size:  201-500
total assets
Total Assets: $2B - $5B
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location iconKansas City, Missouri
company size
Company size:  201-500
total assets
Total Assets: $2B - $5B
Country Club Bank is a state-chartered, community bank based in Kansas City, Missouri founded in 1905. Country Club Bank provides business and persona...
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location iconLondon, United Kingdom
company size
Company size:  5000+
total assets
Total Assets: $50B+
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location iconLondon, United Kingdom
company size
Company size:  5000+
total assets
Total Assets: $50B+
Coutts is a large private bank and wealth management firm based in London founded in 1692 and a wholly-owned subsidiary of NatWest Holdings, and part ...
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location iconNashville, Tennessee
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconNashville, Tennessee
company size
Company size:  1-10
AUM
AUM: Up to $2B
Covenant Partners, LLC is a registered investment advisor based in Nashville, Tennessee and founded in 1997. Covenant Partners, LLC provides fiscal c...
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company size
Company size:  51-200
AUM
AUM: $2B - $5B
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company size
Company size:  51-200
AUM
AUM: $2B - $5B
Covenant is an investment advisory firm focused on providing wealth management services for executive and business owners, and institutions. Covenant...
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location iconYardley, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconYardley, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
Covered Bridge Advisors, LLC is an SEC registered investment advisor founded in 2017 and based in Yardley, Pennsylvania. Covered Bridge Advisors, LLC ...
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