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2. Osaic - Wikipedia

   en.wikipedia.org/wiki/Osaic

   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 ...

3. 6 Best Wealth Management Firms for 2024 - AOL

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

   The top tier of Charles Schwab wealth management is Schwab Wealth Advisory. This service requires a minimum investment of $500,000 and pricing starts at 0.80% of assets annually.

4. Pathway Capital Management - Wikipedia

   en.wikipedia.org/wiki/Pathway_Capital_Management

   Pathway Capital Management (Pathway) is an American private markets firm headquartered in Irvine California. The majority of the firm's assets are in private fund of funds strategies for institutional investors. [2] In 2020, Preqin ranked the firm as the fifth-largest fund of funds globally with $62 billion in assets under management. [3]

5. Cetera Financial Group - Wikipedia

   en.wikipedia.org/wiki/Cetera_Financial_Group

   Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.

6. Carnegie Investment Bank - Wikipedia

   en.wikipedia.org/wiki/Carnegie_Investment_Bank

   The company has market leading positions in equities research and brokerage, corporate finance advisory and private wealth management. Carnegie’s customers include institutional investors, corporates, financial institutions, private equity firms, governments and high-net-worth individuals. In 2018 Carnegie had revenues of SEK 2.4 billion and ...

7. Edelman Financial Engines - Wikipedia

   en.wikipedia.org/wiki/Edelman_Financial_Engines

   By December 2004, it had $1 billion in assets under management. [16] 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]