Investment Management (Service Type: Trust & Estate Planning)

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Showing 881 – 890  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
LongView Wealth Management, Inc. is an independent, SEC-registered investment adviser based in Atlanta, Georgia founded in 1978. LongView Wealth Manag...
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location iconSan Diego, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconSan Diego, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
LourdMurray Delphi Private Advisors is a registered investment advisor private wealth management firm founded in 2009 focused on providing institution...
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location iconFort Mill, South Carolina
company size
Company size:  5000+
AUM
AUM: $50B+
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location iconFort Mill, South Carolina
company size
Company size:  5000+
AUM
AUM: $50B+
LPL Financial LLC is a wholly-owned subsidiary of LPL Financial Holdings Inc., a publicly traded company, and an SEC-registered investment adviser fou...
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location iconRaleigh, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRaleigh, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
Lucid Wealth Planning LLC is an independent, SEC-registered investment adviser based in Raleigh, North Carolina founded in 2019. Lucid Wealth Plannin...
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location iconShanghai, China
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location iconShanghai, China
Lufax Holding is a financial services technology platform business based in Shanghai, China. Lufax offers financial services for small business owner...
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company size
Company size:  51-200
AUM
AUM: $10B - $25B
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company size
Company size:  51-200
AUM
AUM: $10B - $25B
Luther King Capital Management is an SEC-registered investment advisory firm serving high net worth individuals, and institutional organizations such ...
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location iconSydney, New South Wales
company size
Company size:  5000+
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location iconSydney, New South Wales
company size
Company size:  5000+
Macquarie is a diversified global financial service provider clients with asset management, banking and financial services, commodities and global mar...
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location iconBethesda, Maryland
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconBethesda, Maryland
company size
Company size:  1-10
AUM
AUM: Up to $2B
Macroview Investment Management LLC is an independent, SEC registered investment adviser based in Bethesda, Maryland founded in 2010. Macroview Invest...
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location iconSeattle, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconSeattle, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
Madison Park Capital Advisors, LLC is an independent, SEC registered investment adviser based in Seattle, Washington founded in 2014. Madison Park Cap...
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company size
Company size:  51-200
AUM
AUM: $5B - $10B
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company size
Company size:  51-200
AUM
AUM: $5B - $10B
MAI Capital Management, LLC is a fee-based wealth management firm providing planning and investment advisory services. MAI Capital Management provid...
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