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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
Altfest Personal Wealth Managementaltfest.com |
Altfest Personal Wealth Management is a fee-only fiduciary wealth advisory firm with offices in New York and Miami, founded in 198 | New York, New York | 51-200 | — |
Morgan Stanleymorganstanley.com JC  AA MM |
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment banking | New York, New York | 5000+ | — |
Vanguardvanguard.com RGORJO |
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investm | Valley Forge, Pennsylvania | 5000+ | — |
Fidelityfidelity.com ET  CHML |
— | — | — | |
Charlessturtzcharlessturtz.com |
— | — | — | |
Edward Jonesedwardjones.com PPTH  SK |
Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clie | St. Louis, Missouri | 5000+ | — |
Merrillmerrill.com |
Merrill is a wealth management and online investing platform offering personalized investing strategies, financial advice, and gui | San Mateo, California | 201-1000 | — |
Raymond Jamesraymondjames.com  ML MK SB |
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198 | St. Petersburg, Florida | 5000+ | — |
Charles Schwabschwab.com |
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab Tradi | San Francisco, California | 5000+ | — |
Northwestern Mutualnorthwesternmutual.com  SBRF JB |
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, Wisconsin | Milwaukee, Wisconsin | 5000+ | — |
Personal Capitalpersonalcapital.com |
Personal Capital (Empower) is a personal finance and wealth management platform that gives individuals a free dashboard to view al | Redwood City, California | 1001-5000 | — |
Usbankusbank.com ELPSRE |
U.S. Bank is the fifth-largest commercial bank in the United States, offering commercial and institutional banking, business banki | Minneapolis, Minnesota | 5000+ | — |
Wealthfrontwealthfront.com |
Wealthfront is a robo-advisor financial services company that combines automated investing with high-yield cash management, offeri | Palo Alto, California | 201-1000 | — |
Bettermentbetterment.com |
Betterment is an automated investing and financial planning platform that helps individuals grow money through goal-setting tools, | New York, New York | 201-1000 | — |
USAAusaa.com |
USAA is a financial services company serving the military community with insurance, banking, financial products, and advice, backe | San Antonio, Texas | 201-1000 | — |
MassMutualmassmutual.com |
MassMutual is a life insurance company founded in 1851 in Springfield, Massachusetts, operating under the Living Mutual principle | Springfield, Massachusetts | 5000+ | — |
GEICOgeico.com |
GEICO is a car and personal insurance company that sells auto, home, motorcycle, RV, boat, commercial, and life insurance through | Chevy Chase, Maryland | 201-1000 | — |
Mlml.com |
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm | — | — | — |
Goldman Sachsgoldmansachs.com |
Goldman Sachs is a 157-year-old global financial institution operating at the center of capital markets, delivering execution acro | New York, New York | 5000+ | — |
Wells Fargowellsfargo.com |
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company founded in 1852 and headquartered i | San Francisco, California | 5000+ | — |
Progressiveprogressive.com |
Progressive is a large U.S.-based insurance carrier offering commercial auto insurance and related coverages for businesses that o | South Euclid, Ohio | 11-50 | — |
Jpmorganjpmorgan.com |
J.P. Morgan is a global financial services firm operating in more than 100 countries, offering commercial banking, global corporat | San Francisco, California | 1-10 | — |
Etradeetrade.com |
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electron | Englewood, Colorado | 5000+ | — |
New York Lifenewyorklife.com |
New York Life is a mutual life insurance company and group benefits provider that partners with employers to deliver tailored disa | New York, New York | 1-10 | — |
SoFisofi.com |
SoFi is a values-driven financial services company on a mission to help members get their money right, creating modern financial p | San Francisco, California | 5000+ | — |
Charlesworth Presscharlesworth.com |
TJ Books is a UK book printing and publishing services company based in Padstow, Cornwall, with over 50 years of experience and 14 | Wakefield, West Yorkshire | 201-1000 | — |
Chasechase.com |
Chase (JPMorgan Chase) is a diversified financial services company offering consumer and commercial banking, credit cards, mortgag | New York, New York | 5000+ | — |
Bank of Americabankofamerica.com |
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses, an | Charlotte, North Carolina | 5000+ | — |
State Farmstatefarm.com |
State Farm is a mutual insurance company that has sold auto, home, renters, and life insurance to more than 96 million accounts an | Issaquah, Washington | 1-10 | — |
Prudential Financialprudential.com |
Prudential Financial (NYSE:PRU) is a global financial services institution founded in 1875 that offers individual and institutiona | Newark, New Jersey | 5000+ | — |
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Altfest Personal Wealth Management is a fee-only fiduciary wealth advisory firm with offices in New York and Miami, founded in 1983 and recognized by Barron's, Forbes, and Crain's New York Business. The firm provides personalized financial planning and investment management, covering retirement, taxes, asset protection, wealth transfer, charitable gifting, and more.
Companies like Altfest Personal Wealth Management include Morgan Stanley, Vanguard, Fidelity, Charlessturtz, Edward Jones. See the full list of 24 competitors and alternatives above.
Altfest Personal Wealth Management has approximately 51-200 employees and is in the Financial Services industry.
Altfest Personal Wealth Management is headquartered in New York, New York.
Altfest Personal Wealth Management operates in the Financial Services industry.
Key decision-makers and buying contacts at Altfest Personal Wealth Management are listed above, including leaders across executive, finance, sales and operations.