Investment Management (Service Type: Wealth Management)

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Showing 241 – 250  of 1,485  Firms
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AUM
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$2B - $5B
$5B - $10B
$10B - $25B
$25B - $50B
$50B+
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location iconDublin, Ohio
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconDublin, Ohio
company size
Company size:  11-50
AUM
AUM: Up to $2B
Ascend Advisory Group is a wealth management advisory firm based in Dublin, Ohio. Ascend Advisory Group provides wealth management, tax planning, est...
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location iconNew Hartford, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconNew Hartford, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
Ascent Wealth Partners, LLC is an independent, SEC registered investment adviser based in New Hartford, New York founded in 2011. Ascent Wealth Partne...
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location iconSan Francisco, California
company size
Company size:  51-200
AUM
AUM: Up to $2B
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location iconSan Francisco, California
company size
Company size:  51-200
AUM
AUM: Up to $2B
Ashfield Capital Partners, LLC is an independent, SEC registered investment adviser based in San Francisco, California founded in 1973. Ashfield Capit...
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location iconBend, Oregon
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconBend, Oregon
company size
Company size:  11-50
AUM
AUM: Up to $2B
Advisory Services & Investments, LLC d/b/a ASI Wealth Management & Consulting Services is an independent, SEC registered investment adviser based in B...
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location iconBoise, Idaho
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconBoise, Idaho
company size
Company size:  1-10
AUM
AUM: Up to $2B
Aspen Capital Management, LLC is a fee-only, independent, SEC registered investment adviser based in Boise, Idaho founded in 2002. Aspen Capital Mana...
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location iconMarina Del Rey, California
company size
Company size:  51-200
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location iconMarina Del Rey, California
company size
Company size:  51-200
Aspiration offers socially-conscious and sustainable cash management services and investment products and donates 10% of their fees to charities to he...
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location iconWexford, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconWexford, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
Avalon Advisory Group LLC d/b/a Aspire Wealth Architects is an independent, SEC registered investment adviser based in Wexford, Pennsylvania founded i...
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location iconLos Angeles, California
company size
Company size:  51-200
AUM
AUM: $10B - $25B
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location iconLos Angeles, California
company size
Company size:  51-200
AUM
AUM: $10B - $25B
Aspiriant, LLC is an independent, SEC-registered investment adviser based in Los Angeles founded in 2008. Aspiriant, LLC provides investment managemen...
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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
Aspyre Wealth Partners is an independent, fee-only registered investment advisor founded in 1997. Aspyre Wealth Partners provides investment manageme...
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location iconAugusta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconAugusta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Asset Advisors Investment Management, LLC is an SEC-registered investment adviser based in Augusta, Georgia founded in 1988 and an indirect, wholly-ow...
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