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The Personal Wealth Coach
Salado, TX
The Planned Approach
Kansas City, MO
The Planning Center, Inc.
Moline, IL
The Planning Group
Northfield, IL
The Portola Group Inc
San Jose, CA
The Rainier Group, Inc.
Bellevue, WA
The Relaxing Retirement Coach, Inc.
Wellesley, MA
The Retirement Planning Group, Inc.
Leawood, KS
The Retirement Planning Specialists, Llc
Greenwood Village, CO
The Rice Partnership, Llc
Honolulu, HI
The Rudd Company, Llc
Ft. Worth, TX
The Strategic Financial Alliance Inc.
Atlanta, GA
The Watchman Group, Inc.
Plano, TX
The Wealth Collaborative, Inc.
Westlake Village, CA
The Wealth Conservancy, Inc.
Boulder, CO
The Wealth Consulting Group
Las Vegas, NV
The Welch Group, Llc
Birmingham, AL
Third Lake Partners, Llc
Tampa, FL
Thomas Leo Advisory, Llc
Minneapolis, MN
Thomas Wright Asset Management, Inc.
San Juan, PR
1 ... 157 | 158 | 159 | 160 | 161 | 162 | 163 | 164 | 165 ... 181
Displaying 3201-3220 of 3,612 results
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RIA Data Center
1 | CAMBRIDGE ASSOCIATES, LLC | $294,346,038,709 |
2 | FISHER INVESTMENTS | $208,905,102,124 |
3 | HALL CAPITAL PARTNERS LLC | $55,707,371,841 |
4 | JASPER RIDGE PARTNERS, L.P. | $35,105,733,818 |
5 | MONETA GROUP INVESTMENT ADVISORS, LLC | $32,888,762,887 |
1 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | $812,662,569 |
2 | JASPER RIDGE PARTNERS, L.P. | $716,443,547 |
3 | CAMBRIDGE ASSOCIATES, LLC | $515,492,187 |
4 | HALL CAPITAL PARTNERS LLC | $301,120,929 |
5 | CAMBRIDGE ASSOCIATES LTD LLC | $245,570,008 |
1 | FISHER INVESTMENTS | $208,905,102,124 |
2 | CAMBRIDGE ASSOCIATES, LLC | $53,128,085,277 |
3 | JASPER RIDGE PARTNERS, L.P. | $34,075,670,371 |
4 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $25,073,274,725 |
5 | HALL CAPITAL PARTNERS LLC | $24,151,335,573 |
1 | CAMBRIDGE ASSOCIATES, LLC | $241,217,953,432 |
2 | HALL CAPITAL PARTNERS LLC | $31,556,036,268 |
3 | MONETA GROUP INVESTMENT ADVISORS, LLC | $14,651,179,572 |
4 | WE FAMILY OFFICES | $13,382,462,057 |
5 | OXFORD FINANCIAL GROUP, LTD | $9,799,671,503 |
Advisers on the Move
Eden Lopez Leslie Schwartz Paula Steinberg
Joining: RBC Capital Markets, LLCLeaving: JPMorgan Chase & Co.Ernie Coffindaffer Nancy Dotson Tom Fox
Joining: Stifel, Nicolaus & Company, IncorporatedLeaving: Wells Fargo Clearing Services, LLCKirk Abrahamson David Gray
Joining: Raymond James & Associates, Inc.Leaving: RBC Capital Markets, LLC