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2. Fiduciary vs. Financial Advisor: What’s the Difference? - AOL

   www.aol.com/finance/fiduciary-vs-financial...

   Fiduciary and financial advisor are related terms, but they are not synonymous. Some fiduciaries are financial advisors, but the term also includes individuals who do not work in finance.

3. Registered investment adviser - Wikipedia

   en.wikipedia.org/wiki/Registered_investment_adviser

   An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...

4. Rockefeller Capital Management - Wikipedia

   en.wikipedia.org/wiki/Rockefeller_Capital_Management

   Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.

5. Trust company - Wikipedia

   en.wikipedia.org/wiki/Trust_company

   A trust company is a corporation that acts as a fiduciary, trustee or agent of trusts and agencies. A professional trust company may be independently owned or owned by, for example, a bank or a law firm, and which specializes in being a trustee of various kinds of trusts.

6. Fiduciary Trust Company International - Wikipedia

   en.wikipedia.org/wiki/Fiduciary_Trust_Company...

   The firm continued to evolve and in 1981 opened a Los Angeles office to reach the Western and Southwestern U.S. markets. [18] As a reflection of the firm's global presence, the company changed its name in 1987 from Fiduciary Trust Company of New York to Fiduciary Trust Company International. [19] Starting in the 1990s, the firm saw significant ...

7. LPL Financial - Wikipedia

   en.wikipedia.org/wiki/LPL_Financial

   LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]