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Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.
Cherry Tree Securities is a Hopkins, MN-based company in the Financial Services sector.
maxuscapital is a Solon, OH-based company in the Financial Services sector.
Lazard Asset Management is known for its global perspective on investing and its experience with global, regional and domestic portfolios. We believe in fostering a culture of constant dialogue between teams. The resulting views bring us the unique, firsthand market insights that are the key to our long-term success. At Lazard Asset Management having an entrepreneurial spirit means that our teams are independent, but supported by a central infrastructure. This central infrastructure allows teams to focus on what they do best. With over $229.7 billion in assets under management (as of December 31, 2020). We have offices located throughout the world in Amsterdam, Brussels, Boston, Dubai, Dublin, Frankfurt, Geneva, Hamburg, Hong Kong, London, Madrid, Melbourne, Milan, Montreal, New York, Palo Alto, San Francisco, Seoul, Singapore, Sydney, Tokyo, Toronto and Zurich.
Resource America, Inc. is one of the leading companies in the Financial Services sector.