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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. What's The Best Way to Build a RIA Tech Stack? - AOL

   www.aol.com/whats-best-way-build-ria-144953029.html

   In addition to the tools mentioned so far, there are some other additions you might want to make to your RIA tech stack. They can include: File management and sharing software programs. Task ...

7. 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 ...

8. Schwab Advisor Services Releases Industry-Wide RIA Merger ...

   www.aol.com/2012/10/22/schwab-advisor-services...

   Schwab Advisor Services Releases Industry-Wide RIA Merger & Acquisition Activity for Year End 2012 Thirty percent growth in combined deal transaction value year over year underscores growing size ...

9. Osaic - Wikipedia

   en.wikipedia.org/wiki/Osaic

   In May 2022, Osaic acquired Infinex Financial Holdings and in June of that same year acquired American Portfolios Financial Services. [10] [11] In June 2022, Osaic acquired New York-based American Portfolios Financial Services, an independent brokerage and RIA supporting more than 850 financial professionals in nearly 400 branches across the ...