Investment Management (Service Type: Wealth Management)

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Showing 1,381 – 1,390  of 1,485  Firms
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AUM
Up to $2B
$2B - $5B
$5B - $10B
$10B - $25B
$25B - $50B
$50B+
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11-50
51-200
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location iconCary, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconCary, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
Trust Company of North Carolina is wealth management firm based in Cary, North Carolina and a unit of Fidelity Bank based in Fuquay Varina, North Caro...
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location iconJackson, Mississippi
company size
Company size:  1001-5000
total assets
Total Assets: $10B - $25B
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location iconJackson, Mississippi
company size
Company size:  1001-5000
total assets
Total Assets: $10B - $25B
Trustmark is a federally-chartered bank based in Jackson, Mississippi founded in 1889. Trustmark offers personal and business banking services includi...
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location iconChesapeake, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconChesapeake, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Tull Financial Group, Inc. is a fee-only wealth management and financial planning firm based in Chesapeake, Virginia founded in 1992. Tull Financial G...
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location iconOlympia, Washington
company size
Company size:  201-500
total assets
Total Assets: $1B - $5B
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location iconOlympia, Washington
company size
Company size:  201-500
total assets
Total Assets: $1B - $5B
TwinStar Credit Union is a state-chartered credit union base in Olympia, Washington founded in 1938. Membership in TwinStar Credit Union is open to th...
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location iconNew York, New York
company size
Company size:  5000+
AUM
AUM: $50B+
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location iconNew York, New York
company size
Company size:  5000+
AUM
AUM: $50B+
UBS is global financial services institution based in Zurich, Switzerland founded in 1862. UBS provides wealth management advisory, investment banking...
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location iconMinneapolis, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconMinneapolis, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
Ulland Investment Advisors, LLC is an independent, SEC-registered investment adviser based in Minneapolis, Minnesota founded in 1997. Ulland Investmen...
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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
UMA Financial Services, Inc. is an independent, SEC registered investment adviser based in Salt Lake City, Utah founded in 1993. UMA Financial Service...
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location iconKansas City, Missouri
company size
Company size:  1001-5000
total assets
Total Assets: $25B - $50B
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location iconKansas City, Missouri
company size
Company size:  1001-5000
total assets
Total Assets: $25B - $50B
UMB Bank is a federally chartered bank based in Kansas City, Missouri founded in 1902 and a wholly-owned subsidiary of UMB Financial Corporation is a ...
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location iconPortland, Oregon
company size
Company size:  1001-5000
total assets
Total Assets: $50B+
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location iconPortland, Oregon
company size
Company size:  1001-5000
total assets
Total Assets: $50B+
Umpqua Bank is a state-chartered bank based in Roseburg, Oregon founded in 1953 and a wholly-owned subsidiary Columbia Banking System, a publicly trad...
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location iconProsper, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconProsper, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
United Advisors America is an independent, SEC-registered investment adviser based in Prosper, Texas founded in 2008. United Advisors America provides...
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