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  2. Hightower Advisors - Wikipedia

    en.wikipedia.org/wiki/Hightower_Advisors

    Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.

  3. Mesirow Financial - Wikipedia

    en.wikipedia.org/wiki/Mesirow_Financial

    Mesirow is a privately held financial services company based in Chicago, Illinois. The firm is employee-owned and 100% of voting shares are held by employees. Mesirow provides investment management, capital markets, wealth management and investment banking services. [1] Mesirow was founded in Chicago, Illinois in 1937.

  4. Avantax - Wikipedia

    en.wikipedia.org/wiki/Avantax

    Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company. 2020 Avantax acquired all of the issued and outstanding common stock of HFKS. 2021 Avantax announced the rebranding of HKFS to Avantax Planning Partners. 2023

  5. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...

  6. Expert Wealth Management Solutions for High-Net-Worth Individuals

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    This article originally appeared on GOBankingRates.com: Expert Wealth Management Solutions for High-Net-Worth Individuals. Show comments. Advertisement. Advertisement. Holiday Shopping Guides.

  7. Deutsche Asset & Wealth Management Expands Client ... - AOL

    www.aol.com/news/2013-09-18-deutsche-asset...

    Deutsche Asset & Wealth Management Expands Client Advisor Team in Houston NEW YORK--(BUSINESS WIRE)-- Deutsche Asset & Wealth Management's (DeAWM) Private Client Services has hired a team of three ...

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  2. UBS Wealth Management USA - Wealth Management US

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    Global Capabilities · Customised Solutions · Global Leader in WM · Expertise That Matters

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