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Investment Management (Service Type: Wealth Management)

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Showing 271 – 280  of 1,485  Firms
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$2B - $5B
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Highest Rated
Augusta Capital, LLC
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location iconRoanoke, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRoanoke, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Augusta Capital, LLC is an independent, fee-only registered investment advisor based in Roanoke, Virginia founded in 2021. Augusta Capital, LLC offer...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Auour Investments LLC
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location iconWenham, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconWenham, Massachusetts
company size
Company size:  1-10
AUM
AUM: Up to $2B
Auour Investments LLC is an independent, SEC-registered investment adviser based in Wenham, Massachusetts founded in 2013. Auour Investments LLC provi...
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Aurora Investment Counsel
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location iconAtlanta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconAtlanta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Aurora Investment Counsel, Inc. is an independent, SEC-registered investment adviser based in Atlanta, Georgia founded in 2001. Aurora Investment Coun...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Austin Asset
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location iconAustin, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconAustin, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
Austin Asset Management Co d/b/a Austin Asset is an independent, SEC-registered investment adviser based in Austin, Texas. Austin Asset provides inve...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Autus Asset Management
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location iconScottsdale, Arizona
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconScottsdale, Arizona
company size
Company size:  11-50
AUM
AUM: Up to $2B
Autus Asset Management, LLC is an independent, SEC-registered investment adviser based in Scottsdale, Arizona founded in 2002. Autus Asset Management...
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Avalon Investment & Advisory
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location iconHouston, Texas
company size
Company size:  51-200
AUM
AUM: $5B - $10B
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location iconHouston, Texas
company size
Company size:  51-200
AUM
AUM: $5B - $10B
Avalon Advisors, LLC is an independent, SEC-registered investment adviser based in Houston, Texas founded in 2001. Avalon Advisors, LLC provides inves...
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Avalor Investment AG
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location iconZurich, Switzerland
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconZurich, Switzerland
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Avalor Investment AG is a leading independent asset manager based in Löwenstrasse, Switzerland and registered investment adviser. Avalor Investment A...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Avantax
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location iconDallas, Texas
company size
Company size:  1001-5000
AUM
AUM: $25B - $50B
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location iconDallas, Texas
company size
Company size:  1001-5000
AUM
AUM: $25B - $50B
Avantax Advisory Services, Inc. and Avantax Planning Partners, Inc. are an indirect wholly-owned subsidiaries of Blucora, Inc., a publicly traded prov...
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Aveo Capital Partners, LLC
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company size
Company size:  1-10
AUM
AUM: Up to $2B
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company size
Company size:  1-10
AUM
AUM: Up to $2B
Aveo Capital Partners, LLC is a registered investment advisor based in Greenwood Village, Colorado founded in 2011. Aveo Capital Partners, LLC is a we...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Avidia Bank
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location iconHudson, Massachusetts
company size
Company size:  51-200
total assets
Total Assets: $2B - $5B
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location iconHudson, Massachusetts
company size
Company size:  51-200
total assets
Total Assets: $2B - $5B
Avidia Bank is a state chartered, mutual community bank based in Hudson, Massachusetts founded in 1869. Avidia Bank offers personal and business banki...
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