Investment Management (Service Type: Wealth Management)

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Showing 961 – 970  of 1,485  Firms
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Home Page/Investment Management/Wealth Management
Highest Rated
LourdMurray Delphi Private Advisors
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location iconSan Diego, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconSan Diego, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
LourdMurray Delphi Private Advisors is a registered investment advisor private wealth management firm founded in 2009 focused on providing institution...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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LPL Financial
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location iconFort Mill, South Carolina
company size
Company size:  5000+
AUM
AUM: $50B+
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location iconFort Mill, South Carolina
company size
Company size:  5000+
AUM
AUM: $50B+
LPL Financial LLC is a wholly-owned subsidiary of LPL Financial Holdings Inc., a publicly traded company, and an SEC-registered investment adviser fou...
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Featured Listings
Lucid Wealth Planning LLC
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location iconRaleigh, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRaleigh, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
Lucid Wealth Planning LLC is an independent, SEC-registered investment adviser based in Raleigh, North Carolina founded in 2019. Lucid Wealth Plannin...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Lufax
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location iconShanghai, China
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location iconShanghai, China
Lufax Holding is a financial services technology platform business based in Shanghai, China. Lufax offers financial services for small business owner...
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Luther King Capital Management Corporation
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company size
Company size:  51-200
AUM
AUM: $10B - $25B
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company size
Company size:  51-200
AUM
AUM: $10B - $25B
Luther King Capital Management is an SEC-registered investment advisory firm serving high net worth individuals, and institutional organizations such ...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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M1 Finance
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location iconChicago, Illinois
company size
Company size:  51-200
AUM
AUM: $2B - $5B
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location iconChicago, Illinois
company size
Company size:  51-200
AUM
AUM: $2B - $5B
M1 Finance is a digital investment management platform that allows users to trade stock, exchange traded funds and features robo-advisors. In addtion...
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services
Wealth ManagementInvestment Management
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Macquarie
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location iconSydney, New South Wales
company size
Company size:  5000+
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location iconSydney, New South Wales
company size
Company size:  5000+
Macquarie is a diversified global financial service provider clients with asset management, banking and financial services, commodities and global mar...
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sectors
Consumer and Retail
services
Capital MarketsM & A AdvisoryPrivate Capital Advisory
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Macroview Investment Management LLC
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location iconBethesda, Maryland
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconBethesda, Maryland
company size
Company size:  1-10
AUM
AUM: Up to $2B
Macroview Investment Management LLC is an independent, SEC registered investment adviser based in Bethesda, Maryland founded in 2010. Macroview Invest...
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Madison Park Capital Advisors
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location iconSeattle, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconSeattle, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
Madison Park Capital Advisors, LLC is an independent, SEC registered investment adviser based in Seattle, Washington founded in 2014. Madison Park Cap...
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MAI Capital Management, LLC
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company size
Company size:  51-200
AUM
AUM: $5B - $10B
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company size
Company size:  51-200
AUM
AUM: $5B - $10B
MAI Capital Management, LLC is a fee-based wealth management firm providing planning and investment advisory services. MAI Capital Management provid...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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