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  2. 6 Best Wealth Management Firms for 2024 - AOL

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

    1. Morgan Stanley. Morgan Stanley is one of the old guard of Wall Street, tracing its origins back to 1935. The company has a robust private wealth management division full of financial advisors ...

  3. Bridgeway Capital Management - Wikipedia

    en.wikipedia.org/wiki/Bridgeway_Capital_Management

    Bridgeway Capital Management Inc. ("Bridgeway") is a U.S. asset manager based in Houston, Texas offering statistically driven institutional investment strategies, mutual funds, and sub-advisory services. Bridgeway specializes in domestic equities, and is the adviser for Bridgeway Funds, the company's family of nine no-load mutual funds.

  4. How to find a trusted retirement advisor: Factors to consider ...

    www.aol.com/finance/how-to-find-a-retirement...

    Financial advisor is a broad term that covers several types of professionals, including certified public accountants (CPAs), certified financial planners (CFPs) and investment managers.

  5. First Command Financial Services - Wikipedia

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

    As of December 31, 2019, First Command had 178 offices worldwide, with 487 Financial Advisors serving 280,173 client families with $30.0 billion in managed accounts and mutual funds, and $60.2 billion in life insurance coverage in force. 84 percent of First Command’s Financial Advisors were veterans or military spouses, and 74% of client ...

  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. LPL Financial - Wikipedia

    en.wikipedia.org/wiki/LPL_Financial

    LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]

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