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Investment Management (Service Type: Wealth Management)

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Showing 451 – 460  of 1,485  Firms
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$2B - $5B
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Highest Rated
Cambridge Trust Company
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location iconCambridge, Massachusetts
company size
Company size:  201-500
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location iconCambridge, Massachusetts
company size
Company size:  201-500
Cambridge Trust is a private bank that creates custom financial solutions to build, grow and protect wealth for the needs of today’s individuals, fami...
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Private BankingWealth ManagementTrust & Estate Planni...
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Camden National Bank
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location iconCamden, Maine
company size
Company size:  501-1000
total assets
Total Assets: $5B - $10B
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location iconCamden, Maine
company size
Company size:  501-1000
total assets
Total Assets: $5B - $10B
Camden National Bank is a community bank based in Camden, Maine founded in 1875. Camden National Bank offers a suite of personal, small business and ...
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Credit Card ServicesInternational ServicesDebt & Lendi...
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Featured Listings
Canaccord Genuity
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location iconBoston, Massachusetts
company size
Company size:  1001-5000
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location iconBoston, Massachusetts
company size
Company size:  1001-5000
Canaccord Genuity is a global investment bank and financial services firm based in Vancouver, Canada founded in 1950. Canaccord Genuity offers instit...
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sectors
Energy and PowerFinancial Services
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Canal Capital Management
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location iconRichmond, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRichmond, Virginia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Canal Capital Management, LLC is a registered investment adviser based in Richmond, Virginia founded in 2012. Canal Capital Management, LLC provides c...
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Categories
services
Wealth ManagementTrust & Estate PlanningInvestment Management
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Canandaigua National Bank and Trust
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location iconCanandaigua, New York
company size
Company size:  501-1000
total assets
Total Assets: $2B - $5B
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location iconCanandaigua, New York
company size
Company size:  501-1000
total assets
Total Assets: $2B - $5B
Canandaigua National Bank & Trust is a federally chartered community bank based in Canandaigua, New York founded in 1887. Canandaigua National Bank & ...
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InsuranceBenefits & RetirementCredit Card Servic...
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Cangelosi Wealth Management
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location iconHawthorne, New Jersey
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconHawthorne, New Jersey
company size
Company size:  1-10
AUM
AUM: Up to $2B
Cangelosi Wealth Management is a investment management firm based in Hawthorne, United States. Cangelosi Wealth Management provides multi-family office wealth m...
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services
Wealth ManagementTrust & Estate PlanningInvestment Management
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Canterbury Consulting
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location iconNewport Beach, California
company size
Company size:  51-200
AUM
AUM: $5B - $10B
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location iconNewport Beach, California
company size
Company size:  51-200
AUM
AUM: $5B - $10B
Canterbury Consulting Incorporated is an independent, SEC-registered investment adviser based in Newport Beach, California founded in 1988. Canterbury...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Cantor Fitzgerald
verified
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verified
location iconNew York, New York
company size
Company size:  5000+
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location iconNew York, New York
company size
Company size:  5000+
Cantor Fitzgerald was founded in 1945 as a securities brokerage and investment bank. Cantor Fitzgerald is a leading global financial services firm th...
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sectors
Financial ServicesHealthcare & Life Sciences
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Capital Advisors, Ltd.
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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
Capital Advisors, Ltd., LLC is an independent, SEC registered investment adviser based in Shaker Heights, Ohio founded in 1999. Capital Advisors, Ltd....
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services
Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Capital City Bank
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location iconTallahassee, Florida
company size
Company size:  501-1000
total assets
Total Assets: $2B - $5B
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location iconTallahassee, Florida
company size
Company size:  501-1000
total assets
Total Assets: $2B - $5B
Capital City Bank is a state chartered bank based in Tallahassee, Florida founded in 1907 and wholly-owned subsidiary of Capital City Bank Group, Inc....
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Benefits & RetirementCredit Card ServicesInternational Servic...
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