RIA Advisors
RIA Advisors, operating as Real Investment Advice, is a financial services firm that specializes in money management and financial planning. The company focuses on a client-centered approach, emphasizing transparency and diligence. RIA Advisors aims to be a trusted partner by offering personalized, goals-based planning and portfolio management tailored to the...
Revolution Partners LLC
Revolution Partners is an independent, privately owned Registered Investment Advisor.
Our Pledge:
We uphold our fiduciary obligation without compromise.
We fully disclose all fees and service standards.
We align our interests with those of our clients.
We only work with associates and clients we trust and admire.
We never disclose...
Retirement Income Planning llc
Retirement Income Planning llc provides specialized retirement income planning and investment management to clients in both the Madison and Milwaukee, Wisconsin areas.
Madison Office: 608-807-1100
Milwaukee Office: 262-780-1554
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Retirement Income Planning llc are...
Rethink Wealth
Rethink Wealth is a full-service financial planning and investment management firm located in Texas. The company focuses on helping clients achieve financial independence through a holistic approach that considers all aspects of life. Rethink Wealth encourages clients to redefine their understanding of wealth and develop personalized financial strategies aligned with...
Resolute Investment Managers
Resolute Investment Managers, Inc. is a multi-affiliate asset management platform with roots dating back to 1986 through its affiliate, American Beacon Advisors. The company collaborates with over 30 independent investment managers, providing a supportive framework that allows affiliates to maintain their autonomy while benefiting from shared resources.
Resolute offers a...
Regency Investment Advisors
At Regency, we're dedicated to establishing and promoting the financial well-being of our clients. Drawing on decades of experience, we guide you on your path toward a better financial future.
Regency Capital Management Inc
Regency Capital Management Inc. is a U.S.-registered investment adviser based in Honolulu, Hawaii, with an additional office in Bainbridge Island, Washington. The firm specializes in private asset management and wealth advisory services for high-net-worth individuals, families, and select institutions. It operates under regulatory oversight and provides transparency through Form ADV...
Rayliant Global Advisors
Rayliant is a minority-owned investment management firm that focuses on systematic strategies for equities across various markets, including Emerging Markets, EAFE, and US equities. Founded by Jason Hsu, PhD, who serves as Chairman and Chief Investment Officer, the firm is recognized for its expertise in the smart beta space and...
Rappaport Reiches Capital Management LLC
Rappaport Reiches Capital Management, LLC is an independent investment advisory firm based in Skokie, Illinois. Founded in 2005 by David Rappaport and Shari Greco Reiches, the firm specializes in comprehensive financial planning and investment management for individuals, families, and non-profit organizations. They focus on a holistic approach to wealth management,...
R Seelaus Co Inc
R. Seelaus & Co., Inc. is a financial services company based in Summit, New Jersey, founded in 1984 by Richard Seelaus. Initially a municipal bond dealer, the company has grown into a full-service financial firm over the past 26 years. It operates as a holding company with several subsidiaries, including...
Quoniam Asset Management
Quoniam Asset Management GmbH is a quantitative asset management firm based in Frankfurt, Germany, with operations in London. Established in 1999, it is part of the DZ BANK Group and focuses on developing customized investment solutions for institutional investors. The firm employs research-driven methodologies and advanced IT platforms to create...
QTGroup
The global qT-group now has 1 company in Canada, 2 companies in the US and 10+ companies with many offices in globally. The group's principal activities are in artificial intelligence and financial investment - applied in many fields, in particularly hospitality management and finance for the past three years.
Currently,...
QLS Advisors
QLS Advisors LLC is an investment manager dedicated to improving outcomes for both patients and investors. We believe that quantitative and fundamental techniques are not mutually exclusive but can be combined to build enhanced portfolios in the healthcare space.
Protection Point Advisors
Mission Statement:
At Protection Point Advisors, our main focus is to help clients realize their full financial potential. Personalized financial and investment advice and planning, delivered with respect and honesty, are the cornerstone of our practice. We pursue this mission through strategies which helps reduce risk against market downturns even...
Prosperwell Financial
Prosperwell Financial is a women-owned financial advisement practice that uses a mentoring approach focused on helping individuals and companies develop a healthy understanding of financial independence.
Through an understanding of life experiences and sensible planning, Prosperwell Financial helps clients pursue their goals using an engaging process to build their confidence...
Prosperian Wealth Management
We provide individuals and families with thoughtful, smart and rigorous financial services and wealth management. Our holistic approach, candor and diligence puts your financial world into sharp focus. We have built the firm that we would want to do business with.
Why?
Because to the world you may be one...
Kingsview Partners
Kingsview Partners is a financial services firm that specializes in wealth management and related services. Founded in 2008 and headquartered in Grants Pass, Oregon, the firm has established a national presence with additional offices in Chicago, Westport, Plantation, and New York. Kingsview Partners combines personalized service with institutional-level resources, allowing...
Kendall Capital Management
Kendall Capital Management is an independent investment firm located in Rockville, Maryland, with additional offices in South Carolina. With a 20-year history, the firm provides financial services to a diverse clientele across the United States, focusing on personalized wealth management.
Founded by Clark Kendall, who has over thirty years of...
Keel Point
Keel Point is an independent wealth management and family office advisory firm based in Washington, D.C. The company specializes in serving high-net-worth individuals, multi-generational families, and institutional clients. Keel Point focuses on providing strategy-based, individualized solutions to help clients manage their financial responsibilities and achieve long-term goals.
The firm offers...
Keebeck Wealth Management
Keebeck Wealth Management is a boutique independent registered investment advisory firm based in Chicago, Illinois. The firm manages $1.6 billion in assets for 111 clients, focusing on high-net-worth individuals and institutions across several states, including Arizona, Florida, and Texas. Led by CEO Bruce K. Lee, Keebeck emphasizes strategic partnerships and...