Raleigh Wealth Solutions
Investment advisory services offered through Raleigh Capital Management Inc., an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. Raleigh Capital Management's unique CRD number is 149538. You can obtain a copy of Raleigh Capital Management's firm brochure...
Rademacher Financial Inc
This page is a publication of Rademacher Financial, Inc. a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has...
RW RogA Company
With over 35 years in business as both a Fiduciary and a "Fee-Only" advisor, we always work in the best interest of our clients, and offer complete transparency of fees. We have no financial relationship with anyone except our clients.
Through our comprehensive financial planning and portfolio management we help...
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...
Quantum Financial Advisors
We create individualized wealth strategies by combining expert collaborative guidance with innovative technology.
We take pride in providing simple and elegant solutions to life's complex problems, thereby alleviating financial stress so that our clients spend more time doing what they love most.
Quants Compete
• Offering clients responsible financial management.
• Applying sophisticated trading strategies to reach financial objectives.
• Employing strategies that trade individual stocks, options, and bonds.
Qdeckai
Qdeck.ai is an AI-powered B2B FinTech SaaS company founded in 2022, leveraging its hedge fund origins to provide innovative financial solutions. The company focuses on empowering registered investment advisors (RIAs), wealth managers, family offices, and institutional clients with tools designed to enhance digital client experiences and streamline operations. Qdeck.ai aims...
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...
Prosperitas Financial
Prosperitas Financial was founded with the primary goal being to provide exceptional comprehensive financial advice and services to clients in order to assist them in achieving their financial goals. Prosperitas does this by providing an extensive array of tools and resources to elite financial advisors and financial service providers, so...
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...
KLAAS FINANCIAL ASSET ADVISORS LLC
OUR MISSION:
We are deeply committed to our client's personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our client's personal goals...
Kingswood US
Kingswood U.S. is part of the Kingswood Group, a global wealth management company. It operates a network of wealth management firms, including an SEC-registered RIA and a FINRA-licensed broker-dealer. This structure enables Kingswood U.S. to deliver comprehensive wealth management and business-building services tailored for independent financial advisors, combining the resources...
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...
Keystone Financial Group
Keystone Financial Group focuses on helping you maximize your future financial standing. We can assist you in savings and wealth management plans that are right for you and your current financial status. Most of all, we ensure you a level of customer service and interaction that is genuinely personable.
David...
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...
Kelley Mullis Wealth Management
Kelley & Mullis Wealth Management was founded over 35 years ago, focusing on client and personalized service to create a unique portfolio to fit each individual's financial needs. As an independent wealth management firm, our advisors are able to communicate and create a solid relationship with clients.
Kelley & Mullis...
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...
KB Financial Companies LLC
KB Financial, now part of OneDigital, is a financial services company established in 1983. It specializes in providing integrated financial solutions, focusing on wealth management, family office services, and corporate advisory services. Following its acquisition by OneDigital in 2022, KB Financial has enhanced its offerings within the wealth management division....