Insigneo
Insigneo is an international wealth management firm that provides a wide range of services and technologies for investment professionals and their clients. With a strong global presence, the company is backed by a management team with over 300 years of combined experience in complex financial markets. Insigneo's roots trace back...
Innovest Portfolio Solutions
Innovest Portfolio Solutions is a registered investment advisor that specializes in independent investment consulting and wealth advisory services. Founded in 1996 by Richard Todd and Wendy Dominguez, the company is dedicated to serving clients as a fiduciary, focusing on their best interests without the conflicts of interest often found in...
Infinitas LLC
We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan. At Infinitas, we understand every client has unique financial concerns, and we're committed to providing solutions tailored to your individual needs by providing education, coordination, and independent advice to best...
Indiana Trust Wealth Management
Individual & Family Wealth.
Qualified Retirement Plan Administration.
Non-Profit Organizations & Foundations.
Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations.
Chartered in 1988 as the first independent trust company in the...
Independent Solutions Wealth Management LLC
Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top-rated money managers in a pre-built asset allocation model for a low fee.
The three founding partners of Independent Solutions Wealth Management, LLC are all continuously producing Registered Representatives at an Independent...
IMTC
IMTC is a fintech company that specializes in cloud-based investment management software, focusing on fixed income assets. Their platform is designed to enhance how asset and wealth management firms handle fixed income portfolios, enabling automation of workflows and facilitating faster, more accurate investment decisions.
The company offers a comprehensive suite...
Imber Wealth Advisors Inc
We are Ann Arbor's retirement income and wealth preservation advisory firm. What makes us different? Our first responsibility is to thoroughly understand your life accomplishments, your current goals, values, and retirement dreams. Only after listening to your unique situation, will we offer the financial guidance, judgment and specific recommendations you...
iFAST Financial Hong Kong
iFAST Financial (Hong Kong) is a subsidiary of iFAST Corporation Ltd., a digital banking and wealth management platform based in Singapore. Established in 2000, iFAST expanded to Hong Kong in 2007, taking advantage of the city's status as a global financial hub to enhance its services throughout the Asia-Pacific region....
IEQ Capital
IEQ Capital is an independent registered investment adviser (RIA) that specializes in ultra-high-net-worth wealth management and family office services. The firm manages $36 billion in assets and offers tailored solutions that blend public and private market investments with comprehensive legacy planning. With over 30 years of experience, IEQ Capital operates...
Icon Wealth Partners
Significant wealth creates additional complexity, requiring the proper investments.
Welcome to Icon Wealth Partners, an independent investment advisory and wealth management firm located in Houston, TX. We work with a select group of individuals and families to manage the complexities of significant wealth creation and generational wealth transfers.
Unlock curated...
Hunt Country Wealth Management
At Hunt Country Wealth Management our mission is to prepare modern retirees nationwide for their journey into retirement and equip them with a plan to help them navigate the road ahead. Our proven processes combine our specialized expertise with real-world experience to provide you with a guide for making better...
Hudson Wealth Management LLC
In a world of unlimited choices, the strategic decisions we make are all interconnected. Hudson is a dynamic, boutique wealth management firm whose primary focus is shaping our client's decision-making process to ensure their choices have maximum impact.
As an independent financial services firm, we leverage the decades of experience...
Hudson Family Office
In a world of unlimited choices, the strategic decisions we make are all interconnected. Hudson is a dynamic, boutique wealth management firm whose primary focus is shaping our client's decision-making process to ensure their choices have maximum impact.
As an independent financial services firm, we leverage the decades of experience...
HoyleCohen Wealth Management
HoyleCohen, now part of Focus Partners Wealth, is a prominent wealth management firm located on the West Coast of the United States, with offices in California and Arizona. Since becoming a partner firm of Focus Financial Partners in 2006, HoyleCohen has focused on providing long-term financial planning and customized wealth...
Howe Rusling Wealth Management
Howe & Rusling Wealth Management is a full-service wealth management firm and Registered Investment Advisor (RIA) with offices in Rochester, NY, Colorado Springs, CO, and Boise, ID. The firm manages approximately $1.46–$2 billion in assets and serves over 590 individual clients. It is committed to acting in clients' best interests...
Hong Leong Finance
We are in business to assist our clients in the accumulation and preservation of wealth and are passionate about providing realistic solutions suitable to their needs.
As your wealth increases, sophisticated advice & strategic guidance are needed to capitalize on opportunities to help preserve, grow, and transfer your wealth. Harbor...
Homrich Berg
Homrich Berg (HB) is an independent wealth management firm based in Atlanta, Georgia, founded in 1989 by Andy Berg and David Homrich. As a fee-only fiduciary, the firm specializes in providing comprehensive financial services to high-net-worth individuals, families, and nonprofit organizations. With over $18 billion in assets under management, HB...
Hobbs Group Advisors LLC
Hobbs Group Advisors, LLC is a comprehensive financial planning firm and SEC Registered Investment Advisor headquartered in Columbia, SC. We provide fee-based financial planning and investment management services to individuals, families, small businesses, corporations, and non-profit organizations. We also provide insurance services.
Hinsdale Bank Trust
Hinsdale Bank & Trust Company, N.A. is part of Wintrust, a financial holding company based in Rosemont, Illinois. Through our multiple companies and divisions, we provide traditional community banking and commercial banking services, wealth management solutions, commercial and life insurance premium financing, mortgage origination, and more. We offer community-oriented personal...
Hightower Advisors
Hightower Advisors is a registered investment advisory firm founded in 2008, specializing in wealth management services through a network of independent advisory businesses. The firm supports 138 advisory businesses across 35 states and Washington, D.C., managing approximately $131 billion in assets as of September 2023. Hightower emphasizes a fiduciary approach,...