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2. Registered investment adviser - Wikipedia

   en.wikipedia.org/wiki/Registered_investment_adviser

   Registered investment adviser. A registered investment adviser ( RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...

3. Rockefeller Capital Management - Wikipedia

   en.wikipedia.org/wiki/Rockefeller_Capital_Management

   Website. rcm .rockco .com. Rockefeller Capital Management ( RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming .

4. BlackRock - Wikipedia

   en.wikipedia.org/wiki/BlackRock

   Footnotes / references. [1] [2] BlackRock, Inc. is an American multinational investment company. It is the world's largest asset manager, with US$10 trillion in assets under management as of December 31, 2023. [1] Headquartered at 50 Hudson Yards in Midtown Manhattan, New York City, BlackRock has 78 offices in 38 countries, and clients in 100 ...

5. 5 Things to Consider When Choosing an RIA Custodian - AOL

   www.aol.com/5-things-consider-choosing-ria...

   Establishing a registered investment advisor (RIA) firm requires making some important decisions. Among them is selecting a custodian or multiple custodians to maintain client assets and ...

6. Investment Advisers Act of 1940 - Wikipedia

   en.wikipedia.org/wiki/Investment_Advisers_Act_of...

   The Investment Advisers Act of 1940, codified at 15 U.S.C. § 80b-1 through 15 U.S.C. § 80b-21, is a United States federal law that was created to monitor and regulate the activities of investment advisers (also spelled "advisors") as defined by the law. Passing unanimously in both the House and Senate, [1] it is the primary source of ...

7. Ria Money Transfer - Wikipedia

   en.wikipedia.org/wiki/Ria_Money_Transfer

   Ria Money Transfer is a subsidiary of Euronet Worldwide, Inc., which specializes in money remittances. [2] [3] [4] Ria initiates transfers through a network of agents and company-owned stores located throughout North America, South America, Europe, Asia-Pacific, Africa, and online. Ria is one of the big four remittance companies.

8. Edward Jones Investments - Wikipedia

   en.wikipedia.org/wiki/Edward_Jones_Investments

   Edward D. Jones & Co., L.P., (d.b.a. Edward Jones Investments), simplified as Edward Jones, is a financial services firm headquartered in St. Louis, Missouri, United States. Background [ edit ] Edward Jones serves investment clients in the U.S. and Canada , through its branch network of more than 15,000 locations [7] and 19,000 financial ...

9. Institutional Shareholder Services - Wikipedia

   en.wikipedia.org/wiki/Institutional_Shareholder...

   Institutional Shareholder Services Inc. ( ISS) is a proxy advisory firm. Hedge funds, mutual funds and similar organizations that own shares of multiple companies pay ISS to advise (and often vote their shares) regarding share holder votes. As the leading firm in the industry, ISS commands a 48 percent market share as of 2021, with its nearest ...