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2. How to find a financial advisor near you - AOL

   www.aol.com/finance/financial-advisor-near...

   2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.

3. Edward Jones Investments - Wikipedia

   en.wikipedia.org/wiki/Edward_Jones_Investments

   Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...

4. List of asset management firms - Wikipedia

   en.wikipedia.org/wiki/List_of_asset_management_firms

   An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...

5. Columbia Threadneedle Investments - Wikipedia

   en.wikipedia.org/wiki/Columbia_Threadneedle...

   The BMO funds were subsequently rebranded to the Columbia Threadneedle name. [6] In October 2024, Columbia Threadneedle closed its standalone UK small stocks unit. This came at a time where investors were pulling money ahead of a UK Budget that would made stocks seem less attractive. [7]

6. How to Find an Investment Advisor Near You - AOL

   www.aol.com/finance/investment-advisor-near...

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7. Edelman Financial Engines - Wikipedia

   en.wikipedia.org/wiki/Edelman_Financial_Engines

   Financial Engines acquired registered investment advisory firm The Mutual Fund Store for $560 million in 2015. [17] By 2018, the company managed $160 billion in assets and was the largest provider of managed accounts in the defined-contribution market. [18]