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IIFL Wealth Management Ltd. is an Indian wealth management firm, [3] [4] [5] headquartered in Mumbai, India. The company has a presence in 7 countries and 23 locations in India. [ 6 ] It offers wealth management , asset management , portfolio management services, investment products, treasury services, estate planning and lending among others.
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel. The new business was branded Cetera Wealth Partners. [28] In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc.
Wilshire Associates, Inc. is an American independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Wilshire manages capital for more than 600 institutional investors globally representing more than $8 trillion of capital.
The Investments and Wealth Institute (IWI), previously known as Investment Management Consultants Association (IMCA), was founded in 1985 in Colorado to provide investment consulting and wealth management credentials and educational offerings for its members.
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.
Commonwealth was named one of Inc. magazine's 500 fastest-growing private companies in the U.S. for three consecutive years. 1991–2005 Investment Advisor magazine named Commonwealth Broker/Dealer of the Year a total of ten times. [4] 1992 Commonwealth acquired Kavanaugh Securities of Dallas, Texas, to expand its national presence. 1999
NISA Investment Advisors (NISA) is an American asset management firm headquartered in Clayton, Missouri. Despite the large size of its assets under management (AUM), the firm maintains a low profile.
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