Investment Management (Service Type: Wealth Management)

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Showing 941 – 950  of 1,485  Firms
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AUM
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$2B - $5B
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$25B - $50B
$50B+
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location iconMckinney, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconMckinney, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
Legacy Financial Advisors is a financial planning and advisory firm based in McKinney, Texas. Legacy Financial Advisors provides comprehensive financi...
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location iconPlymouth Meeting, Pennsylvania
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconPlymouth Meeting, Pennsylvania
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Legacy Advisors, LLC is an independent, SEC-registered investment advisor based in Plymouth Meeting, Pennsylvania founded in 2006. Legacy Advisory, L...
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location iconPlymouth, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconPlymouth, Pennsylvania
company size
Company size:  1-10
AUM
AUM: Up to $2B
Legacy Advisory Limited Company is an independent, SEC-registered investment adviser based in Overland Park, Kansas founded in 2019. Legacy Advisory ...
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location iconMemphis, Tennessee
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconMemphis, Tennessee
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Legacy Wealth Management, Inc. is a fee-only, independent, SEC-registered investment adviser based in Memphis, Tennessee founded in 1982. Legacy Weal...
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location iconNew York, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconNew York, New York
company size
Company size:  11-50
AUM
AUM: Up to $2B
Lenox Wealth Advisors, LLC is an SEC registered investment advisor, a subsidiary of NFP Corp. and based in New York. Lenox Wealth Advisors, LLC provi...
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location iconLondon, United Kingdom
company size
Company size:  51-200
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location iconLondon, United Kingdom
company size
Company size:  51-200
Liberum is a boutique employee-owned investment bank based in London founded in 2007. Liberum provides research, sales, trading execution, corporate ...
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location iconMinneapolis, Minnesota
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconMinneapolis, Minnesota
company size
Company size:  11-50
AUM
AUM: Up to $2B
Lifelong Wealth Advisors is a private wealth management firm based in Minneapolis, Minnesota founded in 1972. Lifelong Wealth Advisors provides a suit...
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location iconClaremont, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconClaremont, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
LifeSteps Financial, Inc. is an independent, SEC-registered investment adviser based in Claremont, California founded in 2009. LifeSteps Financial, I...
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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
Liftoff Financial Planning is an independent, SEC-registered investment adviser based in Pocatello, Idaho founded in 2018. Liftoff Financial Planning...
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location iconRed Bank, New Jersey
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRed Bank, New Jersey
company size
Company size:  1-10
AUM
AUM: Up to $2B
Lighthouse Financial Advisors, Inc. is an independent, fee-only, SEC-registered investment adviser based in Red Bank, New Jersey founded in 1999. Ligh...
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