Investment Management (Service Type: Trust & Estate Planning)

Showing 861 – 870  of 1,369  Firms
No options found...
USE FILTERS
Showing 861 – 870  of 1,369  Firms
Industry Sectors
Clear all
AUM
Up to $2B
$2B - $5B
$5B - $10B
$10B - $25B
$25B - $50B
$50B+
Clear all
Number of Employees
1-10
11-50
51-200
201-500
501-1000
1001-5000
5000+
Clear all
Location
No options found...
Awards
Award Winner
Listings Type
Ratings
Clear all
location iconHanover, New Hampshire
company size
Company size:  51-200
total assets
Total Assets: Up to $2B
be first to review!
location iconHanover, New Hampshire
company size
Company size:  51-200
total assets
Total Assets: Up to $2B
Ledyard National Bank and Ledyard Financial Advisors are part of the Ledyard Financial Group founded 1991. Ledyard National Bank is a full service co...
view more
Favorites
location iconMckinney, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
be first to review!
location iconMckinney, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
Legacy Financial Advisors is a financial planning and advisory firm based in McKinney, Texas. Legacy Financial Advisors provides comprehensive financi...
view more
Favorites
Help others by sharing your experience
Featured Listings
be first to review!
location iconPlymouth Meeting, Pennsylvania
company size
Company size:  11-50
AUM
AUM: $2B - $5B
be first to review!
location iconPlymouth Meeting, Pennsylvania
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Legacy Advisors, LLC is an independent, SEC-registered investment advisor based in Plymouth Meeting, Pennsylvania founded in 2006. Legacy Advisory, L...
view more
Favorites
be first to review!
location iconPlymouth, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
be first to review!
location iconPlymouth, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
Legacy Advisory Limited Company is an independent, SEC-registered investment adviser based in Overland Park, Kansas founded in 2019. Legacy Advisory ...
view more
Favorites
location iconMemphis, Tennessee
company size
Company size:  11-50
AUM
AUM: $2B - $5B
be first to review!
location iconMemphis, Tennessee
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Legacy Wealth Management, Inc. is a fee-only, independent, SEC-registered investment adviser based in Memphis, Tennessee founded in 1982. Legacy Weal...
view more
Favorites
location iconNew York, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
be first to review!
location iconNew York, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
Lenox Wealth Advisors, LLC is an SEC registered investment advisor, a subsidiary of NFP Corp. and based in New York. Lenox Wealth Advisors, LLC provi...
view more
Favorites
be first to review!
location iconLondon, United Kingdom
company size
Company size:  51-200
be first to review!
location iconLondon, United Kingdom
company size
Company size:  51-200
Liberum is a boutique employee-owned investment bank based in London founded in 2007. Liberum provides research, sales, trading execution, corporate ...
view more
Favorites
location iconMinneapolis, Minnesota
company size
Company size:  11-50
AUM
AUM: Up to $2B
be first to review!
location iconMinneapolis, Minnesota
company size
Company size:  11-50
AUM
AUM: Up to $2B
Lifelong Wealth Advisors is a private wealth management firm based in Minneapolis, Minnesota founded in 1972. Lifelong Wealth Advisors provides a suit...
view more
Favorites
be first to review!
location iconClaremont, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
be first to review!
location iconClaremont, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
LifeSteps Financial, Inc. is an independent, SEC-registered investment adviser based in Claremont, California founded in 2009. LifeSteps Financial, I...
view more
Favorites
be first to review!
company size
Company size:  1-10
AUM
AUM: Up to $2B
be first to review!
company size
Company size:  1-10
AUM
AUM: Up to $2B
Liftoff Financial Planning is an independent, SEC-registered investment adviser based in Pocatello, Idaho founded in 2018. Liftoff Financial Planning...
view more
Favorites
Display

10

display for page
10
20
50
1...8586878889...137
up