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  2. Plante Moran - Wikipedia

    en.wikipedia.org/wiki/Plante_Moran

    Plante Moran is one of the largest audit, tax, consulting, and wealth management firms in the United States according to Inside Public Accounting's list of the “Top 100” firms. [1] The firm employs more than 3,800 people and has 23 offices in Michigan, Ohio, Illinois, Colorado, Mexico, India, Japan, and China.

  3. List of investors in Bernard L. Madoff Investment Securities

    en.wikipedia.org/wiki/List_of_investors_in...

    KSM Capital Advisors: investment firm: $15 million: Indianapolis Business Journal: The Phoenix Holdings: Israeli financial services company: $15 million: firm statement Harel Insurance Investments and Financial Services: Israeli insurer: $14.2 million: WSJ [8] Alicia Koplowitz: individual: $13.7 million: Europa Press: Groupama: French Insurer ...

  4. Masterworks Advisers LLC - Wikipedia

    en.wikipedia.org/wiki/Masterworks_Advisers_LLC

    Masterworks Advisers LLC is an American financial services company that specializes in the art investment market. Masterworks is a global brand with investors from over 30 countries. The company's secondary market is available to investors in more than 12 countries.

  5. How to choose a financial advisor: 6 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Advisor matching tools: There are many online services that match clients with advisors such as Zoe Financial, Wealthramp and Harness Wealth. These tools are typically free to clients and can help ...

  6. 7 warning signs that you may need to choose a new financial ...

    www.aol.com/finance/7-warning-signs-may-choose...

    5. They push you toward certain investments. Some financial advisors have fee-only services, where advisors are paid by clients exclusively.Some are fiduciaries who are obligated to put your ...

  7. How Uber-Rich Americans Find Financial Advisors - AOL

    www.aol.com/uber-rich-americans-financial...

    Here’s how they compare to traditional financial advisors: Financial Advisor: Typically works with multiple clients. Offers a wide range of financial services. May have lower minimum asset ...

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