Investment Management (Service Type: Trust & Estate Planning)

Showing 71 – 80  of 1,369  Firms
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Showing 71 – 80  of 1,369  Firms
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location iconPhoenix, Arizona
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconPhoenix, Arizona
company size
Company size:  1-10
AUM
AUM: Up to $2B
Aegis Wealth Partners, LLC is an Arizona-based Registered Investment Advisor.
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location iconHingham, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconHingham, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
Aequitas Investment Advisors, LLC is a SEC registered investment advisor with its principal place of business located in Hingham, Massachusetts. Aequi...
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location iconWellesley Hills, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconWellesley Hills, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
Aevitas Wealth Management, Inc. is a registered investment advisor that provides provides fee-only customized investment advisory and financial planni...
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location iconTopeka, Kansas
company size
Company size:  501-1000
AUM
AUM: $10B - $25B
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location iconTopeka, Kansas
company size
Company size:  501-1000
AUM
AUM: $10B - $25B
AE Wealth Management, LLC is an SEC Registered Investment Adviser located in Topeka, Kansas founded in 2016. AE Wealth Management works with financial...
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location iconBurlington, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconBurlington, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
Affinia Financial Group, LLC is a Registered Investment Adviser that provides comprehensive financial planning and fiduciary investment management ser...
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location iconNewport Beach, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconNewport Beach, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
Affinity Investment Advisors, LLC is an independently owned, registered investment advisor based in Newport Beach, California that was founded in 1992...
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company size
Company size:  1-10
AUM
AUM: Up to $2B
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company size
Company size:  1-10
AUM
AUM: Up to $2B
Affinity Wealth Advisors provides retirement planning, investment management, estate planning, and insurance and risk management advisory services
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location iconFrisco, Colorado
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconFrisco, Colorado
company size
Company size:  1-10
AUM
AUM: Up to $2B
Affinity Wealth Management Group is a financial advisory firm based on Frisco, Colorado. Affinity Wealth Management Group provides financial advisory...
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location iconWilmington, Delaware
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconWilmington, Delaware
company size
Company size:  11-50
AUM
AUM: Up to $2B
Affinity Wealth Management is a full service, independent wealth management firm that has been serving successful individuals, families, and small bus...
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location iconTucson, Arizona
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconTucson, Arizona
company size
Company size:  1-10
AUM
AUM: Up to $2B
Affinity Wealth Management offers independent investment advice combined with comprehensive, long-range planning, and account oversight. Affinity Weal...
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