'Registered Investment Advisor' trends

Domains containing the tag 'Registered Investment Advisor'

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1meridian-iq.com
Meridian-IQ: Your premier tool for marketing, selling and understanding the Advisor marketplace
Meridian-IQ is the most advanced database of Registered Investment Advisors. We have hundreds of data points on every RIA in the industry with unique data. Meridian-IQ has workflow tools that make it easier to perform your job of selling to Advisors. It is used by wholesalers and recruiters selling to the RIA. It is used for email campaigns, cold calling, direct mail, and ***ysis.: n/a 8.10 n/a
2hedgeable.com Hedgeable | Next Generation Investment Management, IRA, 401k, IRA Rollover, Retirement Hedgeable is a next generation investment management firm that provides innovative Retirement, IRA, High-Net Worth, and 401(k) Plan Programs to American investors.: n/a 2.50 n/a
3advisorperspectives.com Please Wait... | Cloudflare Advisor Perspectives provides data showing the investment trends of high- and ultra-high net worth investors, whose money is managed by fee-only independent Registered Investment Advisors. ... In addition, we publish a bi-weekly newsletter containing the following: Notifications of updates and enhancements to the database Profiles of individual RIA firms, highlighting their use of technology in investment decision making and management ...: 53.47 1.50 04:58
4cibcwg.com Expert Advice. Exceptional Service | CIBC Wood Gundy A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals. Learn more.: n/a 0.00 n/a
5sigmafinancial.com Sigma Financial Corporation / Sigma Planning Corporation - Member FINRA/SIPC With a commitment to personal service, Sigma Financial Corporation partners with financial advisors looking to grow their practices.: n/a 3.40 n/a
6markskousen.com Mark Skousen: Investment Expert and Newsletter Writer, specializing in Dividend Stocks - Mark Skousen Mark Skousen's Forecasts & Strategies, leading thousands of subscribers to unique investing opportunities often overlooked by other investment advisors.: 63.79 2.22 01:31
7moneyworks4me.com
MoneyWorks4Me – India's Trusted Investment Advisory for Long-Term Wealth Creation
MoneyWorks4Me is a SEBI Registered Investment Advisor company. Get customized Portfolio Advisory Services, Stock Advisory Services and Mutual Funds Advisory Services on existing as well as future investment recommendations. Your Trusted Fundamental Stocks and Mutual Funds ***ysis & Advisor in India.: 45.99 3.17 02:02
8royalalliance.com Financial Advisors, RIA, CFP, and Independent Broker Dealers | Royal Alliance | Royal Alliance Royal Alliance understands what it takes for advisors to achieve exceptional success.: n/a 1.80 n/a
9mairsandpower.com Mairs and Power - Home Mairs & Power is an SEC registered investment advisor founded in 1931. We offer mutual funds and individually managed accounts for investors of all sizes, whether large institutions, nonprofit organizations or individuals with large or modest funds to invest. As a small firm, you’ll find us approachable, with an investment process that is easy to understand and straightforward fees that are among the lowest in the industry. We believe the best way to make money for our clients is to consistently utilize a disciplined long-term investment approach. We also favor companies that are headquartered in Minnesota and the Upper Midwest, a region we have found fosters high quality companies with excellent management teams. We invest in a concentrated number of those companies, whether large, medium or small, who we believe have the potential for consistent, above-average growth, durable competitive advantages and are attractively priced.: 47.99 1.75 01:27
10simplymoney.net Financial Planning & Advisors | Simply Money | Cincinnati, OH | 513-469-7500 Simply Money™ is a professional team dedicated to providing you with planning, investing and insurance guidance so managing your money can be simple and to the point.: n/a 2.70 n/a
11woodburyfinancial.com Woodbury Financial Services Inc. Woodbury Financial Services, part of The Hartford Financial Services Group, Inc. is a full-service broker/dealer designed for the independent financial services professional with an orientation toward needs-based planning and long-term client relationships.: n/a 2.00 n/a
12familywealthreport.com FamilyWealthReport - Exclusive Intelligence for the family office community FamilyWealthReport - Exclusive Intelligence for the family office community: 88.22 0.39 00:11
13wallstreetsteward.com Wall Street Steward - Financial Consultant Matt Griffin uses a genuine approach to provide unique opinions and financial education to a world tired of hearing “sales pitches.” Financial Consultant Matt Griffin uses a genuine approach to provide unique opinions and financial education to a world tired of hearing “sales pitches.”: n/a 2.00 n/a
14stackfinancialmanagement.com stackfinancialmanagement.com Stack Financial Management, a Registered Investment Advisor (RIA), was founded by James Stack in response to demand from InvesTech subscribers for personal portfolio and wealth management. SFM is a money manager located in Whitefish, Montana.: n/a 1.80 n/a
15northeastinvest.com Northeast Investment Management - Our Firm Headquartered in Boston, Massachusetts, Northeast Investment Management, Inc. is a privately owned, SEC registered investment advisor. Northeast Investors Growth Fund is a no-load mutual fund designed to produce long-term growth of capital and future income for shareholders.: n/a 3.00 n/a
16wrightresearch.in Wright Research - The Science of Wealth Creation We Are Dedicated To Help You Invest Better Using Our Superior Research Backed Portfolios. Find A Diversified And Low Risk Wealth Management Portfolio Tailored Just For You.: 52.52 2.71 02:14
17regalwealthgroup.com Regal Wealth Group We are a California based registered investment advisory firm, aiming to preserve and cultivate the wealth of conservative families who seek solid investment performance, low fee structure, and customized services.: n/a 3.00 n/a
18bh-adv.com Beech Hill Advisors Asset Management Beech Hill is a boutique SEC Registered Investment Advisor in New York City. We develop customized investment strategies and portfolios for individual clients.: 33.87 2.39 00:55
19wrightresearch.co.in Best Investment Planners | Strategic Financial Management | Wright Research Wright Research is the best registered investment advisor in India. We are dedicated to help you invest better using our investment strategies. Find a diversified equity advisory and wealth management portfolio tailored for you.: 50.00 1.50 11:51
20greenwoodgearhart.com Greenwood Gearhart | Registered Investment Advisor Greenwood Gearhart offers comprehensive wealth management and family office services to High Net Worth families.: 72.71 1.01 00:11
21finatwork.com Certified Financial Planner Registered Investment Advisor Bangalore - Fin@Work Founded by an IIT & IIM alumnus, Fin@Work helps individuals achieve their financial goals and build long term wealth in a structured and scientific way.: n/a 2.10 n/a
22familyinvestmentcenter.com Home | Family Investment Center When you need financial planning, investment management, retirement planning or strategic wealth planning, you can trust Family Investment Center.: 40.16 2.35 00:28
23towleco.com Towle Co. deep value investing and capital appreciation Towle & Co. manages equity portfolios for investors seeking the potential for excess, non-correlated returns. Our deep-value, investment discipline strives to identify, invest in and capitalize on significant discrepancies between stock market prices and the intrinsic value of publicly traded companies.: 52.51 1.02 n/a
24raymondjamesria.com Home | Independent RIA Advisor | Raymond James Get all the resources and support of a boutique firm without the retail restraints by becoming an independent RIA with Raymond James.: 55.86 1.75 00:46
25lplfinancial.com LPL Financial | Investment & Wealth Management Nationwide As the leading provider of investment and business solutions for independent financial advisors across the nation, LPL has the tools, technology and resources to help you and your clients succeed. Learn more now.: 100.00 1.00 n/a
26terranovausa.com Terra Nova - Asset Managers Terra Nova Asset Management is exclusively dedicated to investment management and marketing financial and advisory services to high-net-worth individuals.: n/a 1.00 n/a
27edgewood.com Home :: Edgewood Management LLC Since its founding in 1974 Edgewood Management has continued to grow our assets and client base while maintaining the same customer service we dedicated to our original high net worth clients. We manage approximately $6.7 billion (as of 6.30.2012) on behalf of: individuals, family groups and institutions, including endowments, foundations, sovereign wealth and pension plans.: 100.00 0.34 n/a
28fusionadvisor.com Fusion Advisor We're working on dashboards to help you get most out of your financial practice.: 90.36 1.10 00:10
29arborfi.com ARBORFI - Ann Arbor Financial Advisor | Fee Only | Financial Planning Financial Advisors in Ann Arbor, MI dedicated to helping you achieve your financial goals.: 33.33 2.67 01:23
30financialadvisorplacementservices.com Financial Advisor Placement Services Financial Advisor Placement Services is the premier financial advisor recruiting firm, that specializes in placing only financial advisors with broker dealers and registered investment advisors. We represent over 85 broker dealers and RIAs nationwide and we work as your agent every step of the way. The broker dealers pay our fee, so there is no cost to the financial advisor!: 47.61 1.28 00:30