More Fields

Filters

Profiles which have:

Recent Changes

Profiles with recent changes to:
Sign up to Download

61-90 of 20,052 results

  • piedmontwm.com
  • 2
  • 1
  • 1
Piedmont Wealth Management - an independent registered investment advisor firm and fiduciary specializing in financial planning and investment management, retirement planning and wealth management... We believe it's the most important thing you can..
Relevance: 68.0367
  • www.hcmr.com
  • 2
  • 1
  • 3
Huber, Cardono, Moring & Richter, LP (HCMR) is an independent full service Registered Investment Advisor firm providing solutions for individuals and businesses on a foundation of exceptional client service and in-depth market knowledge... Our..
Relevance: 68.020706
  • altuswealth.com
  • 1
ALTUS Wealth Solutions is a Virtual Registered Investment Advisor firm, registered with the State of California and created in late 2007 (proof that market timing is not our specialty - then again, nobody can time the market). ALTUS Wealth Solutions..
Relevance: 68.01068
  • www.freedomcapitaladvisors.com
  • 1
  • 2
  • 1
Freedom Capital Advisors is a Registered Investment Advisor company licensed and incorporated in the State of Florida providing Investment Supervisory Services, defined as giving personal investment advice to a client and making investments for a..
Relevance: 67.767914
  • rtinvestments.com
  • 1
  • 1
Round Table Investment Strategies is fee-only investment advisor firm held to a fiduciary standard... A holistic approach to disciplines like investing, tax management, budgeting, cash management, retirement planning, charitable giving strategies,..
Relevance: 67.690315
  • www.advisorsmanagement.com
  • 25
  • 4
  • 26
Advisors Management Group was organized in 1988 as a Registered Investment Advisor firm. Our firm provides investment advisory, financial planning, business consulting, accounting, tax planning, and tax preparation for individuals and small..
Relevance: 67.68671
  • 369financial.com
  • 1
  • 1
  • 1
369 Financial® is a fee-only Registered Investment Advisor Firm. We will provide you with a people-oriented, effective, and alternative approach to money. Together, we will take a look at your needs, lifestyle, and strengths and teach you how to..
Relevance: 67.68474
  • www.sovereignfinancialinc.com
  • 1
  • 1
  • 1
Sovereign Financial Group is a Registered Investment Advisor firm that provides comprehensive wealth management services. We are fee-only, which means we work exclusively for our clients and have none of the conflicts of interest that can arise from..
Relevance: 67.65867
  • sloportfolio.com
  • 1
ALTUS Wealth Solutions is a Registered Investment Advisor firm (registered with the State of California) created in late 2007. We are NOT affiliated with any broker or dealer. We provide financial planning and investment management services for a..
Relevance: 67.433136
  • www.merchanttalks.com
Merchanttalks.com is transitioning. For a number of years, we have been providing information on Islamic Finance and related US based services. That information will continue to be available on our sister website www.inaeya.com. Inaeya is an..
Relevance: 67.3029
  • www.gardius.com
  • 1
  • 1
  • 4
Clark Financial Services Group, Inc., the parent company of Gardius Wealth Advisors, was founded in 1992 by R.B. Clark, III. After a career in banking, R.B. became a registered stockbroker in 1987 with First Financial Planners. He established Clark..
Relevance: 67.19294
  • www.matsonmoney.com
  • 2
  • 1
  • 16
Matson Money, Inc. is a federally-registered investment advisor firm. This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and..
Relevance: 66.9684
  • 5cwealth.com
  • 5
  • 2
  • 7
5C Capital Management, a SEC Registered Investment Advisor Firm, focuses on developing sound, flexible financial plans. Call us @ 201.474.0987... Every client has a unique set of circumstances and goals. Our experience and common sense approach..
Relevance: 66.885635
  • www.wandsmanagement.com
  • 4
  • 1
  • 2
W&S Management Services, Inc. has been handling investments, financial planning, and business consulting in Rochester, NY since 2000. Founded as part of the CPA firm, Ward & Schmerbeck, P.C. our firm was originally created to provide high quality,..
Relevance: 66.86174
  • chordatacapital.com
  • 3
  • 1
Chordata Capital was founded by Tiffany Brown and Kate Poole in 2018. Tiffany and Kate first met in 2013 through Resource Generation, and reconnected in 2017 as fellows in the inaugural year of RSF Social Finance's Integrated Capital Fellowship. They..
Relevance: 66.75214
  • inaeya.com
  • 1
  • 1
Inaeya is an Investment Advisor Firm Registered in the State of Texas. Inaeya offers Sharia compliant portfolios of securities for the selected asset classes. The portfolios consist of individual securities or halal mutual funds and ETFs based on..
Relevance: 66.74258
  • www.triadadvisors.com
  • 1
  • 1
  • 21
Triad Hybrid Solutions is a Registered Investment Advisor firm providing the best features of an independent advice model, expert consultative and operational support, and advanced technology tools to improve efficiencies and foster growth. While we..
Relevance: 66.6277
  • www.dsgwealthmanagement.com
  • 1
  • 2
  • 2
Since the creation of DSG Wealth Management, Aisha Kamanu-Vicente has joined the team as David's Client Relationship Manager. She offers world class service to our clients. At DSG Wealth Management we aim to become lifetime partners with our clients,..
Relevance: 66.51129
  • victoryfiduciaryconsulting.com
  • 2
  • 7
Victory Fiduciary Consulting is a CEFEX certified Independent Fiduciary. Victory was the first firm in New Jersey to earn the CEFEX (Center For Fiduciary Excellence) certification in 2007 signifying they have implemented the industry's Best Practice..
Relevance: 66.39143
  • www.cothrancapital.com
  • 1
  • 1
  • 6
Established in 2010, Cothran Capital, LLC is a full service registered Investment Advisor firm offering Asset Management, Financial Planning and Tax/Estate Planning. Our unique approach is grounded in Nobel-Prize winning financial principles... Our..
Relevance: 66.17102
  • bullmarketus.com
  • 2
  • 2
Our Wealth Management services are designed to assist clients with their long term investments. We offer a wide range of investment solutions that will help clients manage their investment portfolios. This service is offered through our affiliate..
Relevance: 66.168
  • www.jgcwealth.com
  • 3
  • 1
  • 2
JGC Wealth Management, LLC is a Registered Investment Advisor firm in the States of Oregon & California. Prior to any advisory work conducted outside Oregon or California, JGC Wealth Management, LLC would become registered in that jurisdiction or..
Relevance: 66.15446
  • expandfinancialgroup.com
  • 1
  • 1
  • 8
Expand Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Investment advisory services offered through Expand Financial Group a registered investment adviser. This..
Relevance: 66.03482
  • www.mainstadvisors.com
  • 1
  • 1
  • 3
Main Street Advisors, LLC was formed in 1999 by owner and President, David Richard Peloquin, CFP ® with over 30 years of experience in the financial industry. We believe in always placing the needs of our clients first, and that all matters of..
Relevance: 65.97455
  • www.advantageinvesting.com
  • 1
  • 1
  • 1
Advantage Investing specializes in creating and managing investment portfolios for our clients. We construct an investment portfolio that is tailored to the specific needs of each of our clients, and then we monitor and actively maintain those..
Relevance: 65.51741
  • americanadvisors-llc.com
  • 1
  • 1
We offer a customized monthly retainer model dependent on the services needed and the complexity of the plan. Clients under the monthly retainer model receive full financial planning services, including investment advice. However, since the client..
Relevance: 65.40419
  • intraoral-scanners.com
  • 1
  • 1
Serge d'Adesky is the CCM (Chief Coffee Maker) and lead author of intraoral-scanners.com. In his professional life, Serge is the CEO of Northstar Strategic Investments , Inc , an Investment Advisor firm regulated by the State of Florida... Average..
Relevance: 65.25926
  • www.hifsi.com
  • 1
  • 1
  • 3
Hatfield Insurance & Financial Services, Inc. (HIFSI) was established in 2009 by Eric Hatfield, but our roots go back much further than that. At the time, Eric had spent a little over 7 years as a career agent for a general agency of MassMutual (in..
Relevance: 65.21822
  • www.integrityia.com
  • 1
  • 1
  • 1
Integrity Investment Advisors is a fee-only Independent Registered Investment Advisor Firm located in Fort Collins Colorado. We serve clients nationwide. As of January 2023, we manage about $111M in client assets and another $13M in 401k consulting...
Relevance: 65.17938
  • www.mysequoiawealth.com
  • 1
  • 1
  • 1
We position you, our client, at the center of our professional interest, unifying the granular and grand pieces of your total wealth: investment, retirement, tax, estate, charitable, insurance and related planning. An independent Texan firm, we..
Relevance: 65.08972