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Wells Fargo Advisors is one of the nation`s premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America`s most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else.
Freedman Financial is a Houston, TX-based company in the Financial Services sector.
Atlantis Financial Group Inc. is a Winnipeg, MB-based company in the Financial Services sector.
hvadvisors is a Ponte Vedra Beach, FL-based company in the Financial Services sector.
Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations. As of September 30, 2018, Rockefeller had approximately $18.6 billion in assets under advisement. The firm has offices in New York, Atlanta, Boston, Washington, DC, Salt Lake City, and Wilmington, DE. Our Heritage: Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 136-year history of excellence in global family office and investment management of the Rockefeller family.