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Investment Management (Service Type: Wealth Management)

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Showing 1,081 – 1,090  of 1,485  Firms
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$2B - $5B
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Highest Rated
OpenInvest
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location iconSan Francisco, California
company size
Company size:  11-50
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location iconSan Francisco, California
company size
Company size:  11-50
OpenInvest is a subsidiary of J.P. Morgan and fintech platform offers values-based financial solutions designed to help investment advisors offer valu...
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services
FinTech
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Optimum Investment Advisors
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location iconChicago, Illinois
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location iconChicago, Illinois
Optimum Investment Advisors, LLC is an independent, SEC-registered investment adviser based in Chicago, Illinois founded in 1990. Optimum Investment A...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Orrstown Bank
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location iconShippensburg, Pennsylvania
company size
Company size:  201-500
total assets
Total Assets: $2B - $5B
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location iconShippensburg, Pennsylvania
company size
Company size:  201-500
total assets
Total Assets: $2B - $5B
With more than $2.4 billion in assets, Orrstown Bank is a state-chartered bank and wholly-owned subsidiary of Orrstown Financial Services, Inc., based...
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Credit Card ServicesInternational ServicesDebt & Lendi...
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Osher Van De Voorde Investment Management
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location iconPasadena, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconPasadena, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
Osher Van De Voorde Investment Management is an independent, SEC-registered investment adviser based in Pasadena, California founded in 1995. Osher Va...
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Categories
services
Wealth ManagementInvestment ManagementInstitutional Services
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Osterweis Capital Management
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location iconSan Francisco, California
company size
Company size:  51-200
AUM
AUM: $5B - $10B
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location iconSan Francisco, California
company size
Company size:  51-200
AUM
AUM: $5B - $10B
Osterweis Capital Management includes Osterweis Capital Management, Inc. and Osterweis Capital Management, LLC that are independently owned, SEC regis...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Outlook Wealth Advisors
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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
Outlook Wealth Advisors, LLC is an independent, SEC-registered investment adviser based in Shenandoah, Texas founded in 2011. Outlook Wealth Advisors,...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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oXYGen Financial
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location iconAlpharetta, Georgia
company size
Company size:  51-200
AUM
AUM: Up to $2B
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location iconAlpharetta, Georgia
company size
Company size:  51-200
AUM
AUM: Up to $2B
oXYGen Financial is a fee based wealth management firm based in Alpharetta, Georgia founded in 2008. oXYGen Financial provides financial planning, wea...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Pacific Global Investment Management Company
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location iconGlendale, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconGlendale, California
company size
Company size:  11-50
AUM
AUM: Up to $2B
Pacific Global Investment Management Company is an independent, SEC-registered investment adviser based in Glendale, California founded in 1991. Paci...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Pantheon Investment Group, LLC
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location iconPasadena, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconPasadena, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
Pantheon Investment Group, LLC is an independent, SEC registered investment adviser based in Sierra Madre, California founded in 2016. Pantheon Inves...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Paradigm Capital Management
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location iconReno, Nevada
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconReno, Nevada
company size
Company size:  1-10
AUM
AUM: Up to $2B
Paradigm Capital Management, LLC is an independent, SEC-registered investment adviser based in Reno, Nevada founded in 1996. Paradigm Capital Managem...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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