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  2. Hilltop Holdings Inc. - Wikipedia

    en.wikipedia.org/wiki/Hilltop_Holdings_Inc.

    Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. [1] ... Trust and wealth management services; Consumer banking; As of 2016, the bank ...

  3. HBK Investments - Wikipedia

    en.wikipedia.org/wiki/HBK_Investments

    HBK Investments (or HBK Capital Management) is a global, multi-strategy alternative investment management firm based in Dallas, Texas. As of 2015, it manages approximately $9.7 billion and employs 200 individuals. In addition to the main offices in Dallas, the firm maintains satellite offices in New York, Virginia, London, Tokyo, and Hong Kong. [2]

  4. Fisher Investments - Wikipedia

    en.wikipedia.org/wiki/Fisher_Investments

    In 2020, the company opened a fourth building on the campus. The five-story building has room for an additional 1,100 employees. [15] Fisher Investments has also opened international offices in eight countries. [16] The firm announced its intention to move its headquarters to Texas in March 2023. [17]

  5. Personal Capital - Wikipedia

    en.wikipedia.org/wiki/Personal_Capital

    Personal Capital is an online financial advisor and personal wealth management company headquartered in Redwood Shores, CA with offices in San Francisco, CA, Denver, CO, Dallas, TX and Atlanta, GA. [ 4 ] [ 5 ]

  6. 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

  7. First Command Financial Services - Wikipedia

    en.wikipedia.org/wiki/First_Command_Financial...

    The company began as a broker/dealer called United Services Investment Association Inc. (USIA), which later became United Services Planning Association Inc. (USPA). USIA’s membership in the NASD (now FINRA) was approved on Jan. 21, 1959. [ 7 ]

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