Sentry Group Wealth Partners
Sentry Group | Wealth Partners consists of a team of partners and professionals with a deep and diverse background of financial expertise.
The right financial plan begins by identifying your needs. Sentry Group will take the time to listen and learn about your unique situation. By putting your needs first,...
Sentinel Trust Company LBA
Sentinel Trust Company, LBA, is an independent wealth management firm and multi-family office founded in 1997 by the Flowers and Fruehauf families. The firm was established to enhance the management of family affairs and provide access to institutional investment opportunities, moving beyond the limitations of traditional single-family offices.
The company...
Seasons of Advice Wealth Management
We Help You Finance Your Life
With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial life.
We work hard to build a relationship with you and your family that can endure for generations. Initial meetings are...
Searcy Financial Services Inc
We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. When appropriate, we incorporate multiple...
Sculptor Capital Management
Sculptor Capital Management is a global alternative asset management firm founded in 1994 by Daniel Och. Originally known as Och-Ziff Capital Management Group, the firm is headquartered in New York City and has offices in London, Hong Kong, Mumbai, and Shanghai. It employs approximately 325–400 professionals and manages $32–34 billion...
Schuster Anderson Wealth Advisors
As trusted financial advisors, we help families and individuals with
all of their financial affairs—not just investments. With our prudent
guidance, advice and investment experience, you can gain confidence for turbulent times. We will help to simply your financial
life and give back more of your most valuable resource...YOUR
TIME....
Saxon Financial Group
Saxon Financial Group is a Houston-based financial advisory firm that provides comprehensive wealth management and financial planning services. The firm is dedicated to a client-first approach, creating personalized strategies to meet a variety of financial needs. They serve individuals, families, high-net-worth clients, and institutions, with a particular focus on oil...
Sapient Private Wealth Management
Sapient Private Wealth Management
It is our view that prudent wealth management begins with a different mindset. We design plans for the expected, add cushions for the unexpected, and reach for the possibilities when the right moments come along. What does that mean? It means we start by protecting the...
Sapers Wallack Inc
Sapers & Wallack, Inc. is an insurance, benefits, and wealth management advisory firm based in Newton, Massachusetts. Founded in 1932, the company serves a diverse clientele across New England, including public and private businesses, family businesses, non-profits, and high net worth individuals. With an annual revenue of $14.4 million and...
Sandell Asset Management
Sandell Asset Management is a global alternative asset management firm founded in 1998 by Thomas Sandell. Headquartered in New York City, with a secondary office in London, the firm specializes in event-driven, multi-strategy investing. It focuses on equity special situations and credit opportunities, utilizing proprietary analytical tools to identify undervalued...
Samalin Wealth
Samalin Wealth is an SEC registered investment advisory firm. We offer curated wealth management designed to elevate our client's financial potential. Our mission is to provide clients a sound, reliable, and expert environment to deliver financial insights and solutions. We operate with fiduciary responsibility and provide our clients the one-on-one...
Sage Rutty Co Inc
For over 100 years, we've helped Rochester families create and preserve wealth for generations. As the oldest, locally-owned financial services firm in the Rochester area, we have consistently delivered on our commitment to invest and manage our clients' money as if it were our own. Today, we have a time-honored...
SL Reed Company
In 1996, Robert Nichols, Ph.D. founded S.L. Reed & Company, a broker-dealer, based in West Los Angeles. The firm's mission then and remains today is to advise and serve the needs of corporate retirement plans and individual investors.
While our historical experience in providing services to retirement plans and individual...
RSW Investments Holdings LLC
Responsible for approximately $2 billion in assets, RSW Investments specializes in the professional management of separate account municipal bond portfolios for individual investors, and may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities.
ROI Financial Advisors LLC
Delivering financial solutions for today, tomorrow, and in the future through a comprehensive personalized financial planning approach built on a long-term relationship with a knowledgable advisor.
ROI+ will offer a suite of affordable, coordinated services such as ROI+ Financial, ROI+ Tax, ROI+ Real Estate, and ROI+ Marketing & Design. The...
RiXtrema
RiXtrema is a financial technology company founded in 2010, specializing in risk management and compliance solutions for the investment management industry. With a team of around 25 employees, the company develops advanced software tools designed for financial advisors, retirement plan providers, and institutional investors.
The company offers a range of...
River Wealth Advisors
River Wealth Advisors is a fee-only, SEC-registered investment advisor located in Camp Hill, PA and Allentown, PA. We focus on understanding you, your needs, and your short- and long-term financial objectives. This approach helps us to develop a personalized financial and investment plan that guides you through life's changing currents...
Richard P Slaughter Associates Inc
Your Interests First and Foremost
In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of any product constraints or conflicts of interest. As one of the original fee-based firms in the nation, Slaughter Associates still maintains this...
Rice Financial Group
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or...