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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
Oakbridge Partnershomrichberg.com |
Homrich Berg (formerly Oakbridge Partners, founded 1974) is an Atlanta-based fee-only fiduciary wealth management firm that serves | Atlanta, Georgia | 1-10 | — |
Amontagamontag.com |
MONTAG is a family-run wealth management firm serving individuals, families, and institutions in Atlanta and across the country, w | Atlanta, Georgia | 51-200 | — |
Acorn Creek Capital LLCacorncreekcapital.com |
Acorn Creek Capital LLC is a registered investment advisor and fiduciary wealth management firm based in Fort Collins, Colorado, s | Fort Collins, Colorado | 1-10 | — |
Abridge Partnersabridgepartners.com |
Abridge Partners is an independent, employee-owned SEC Registered Investment Advisor that simplifies the management of multigenera | Madison, Mississippi | 1-10 | — |
Vanguardvanguard.com  AM DC JC |
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  GM FN JA |
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Charlessturtzcharlessturtz.com |
— | — | — | |
Raymond Jamesraymondjames.com CD  RC BO |
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198 | St. Petersburg, Florida | 5000+ | — |
Edward Jonesedwardjones.com JM  GL AP |
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+ | — |
Morrowwealthmorrowwealth.com |
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Northwestern Mutualnorthwesternmutual.com  AA TA AL |
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, Wisconsin | Milwaukee, Wisconsin | 5000+ | — |
Usbankusbank.com  GK RJ АК |
U.S. Bank is the fifth-largest commercial bank in the United States, offering commercial and institutional banking, business banki | Minneapolis, Minnesota | 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+ | — |
Merrillmerrill.com |
Merrill is a wealth management and online investing platform offering personalized investing strategies, financial advice, and gui | San Mateo, California | 201-1000 | — |
Personal Capitalpersonalcapital.com  URFL MU |
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 | — |
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 | — |
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+ | — |
Allyally.com |
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and top 25 U.S. financial holding company offerin | Detroit, Michigan | 5000+ | — |
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+ | — |
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 | — |
Robinhoodrobinhood.com |
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with frac | Menlo Park, California | 1001-5000 | — |
Interactive Brokers LLCinteractivebrokers.com |
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot | Greenwich, Connecticut | 1001-5000 | — |
Mlml.com |
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm | — | — | — |
Merrill Edgemerrilledge.com |
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing servi | Arizona | 1001-5000 | — |
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 | — |
Trowepricetroweprice.com |
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed | Baltimore, Maryland | 5000+ | — |
TD Ameritradetdameritrade.com |
TD Ameritrade was a major U.S. brokerage and investment platform brand historically serving self-directed investors and traders, n | Muscatine, Iowa | 5000+ | — |
Morgan Stanleymorganstanley.com |
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+ | — |
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Homrich Berg (formerly Oakbridge Partners, founded 1974) is an Atlanta-based fee-only fiduciary wealth management firm that serves individuals, families, business owners, corporate executives, and institutions with financial planning, investment management, and concierge-level advisory services.
Companies like Oakbridge Partners include Amontag, Acorn Creek Capital LLC, Abridge Partners, Vanguard, Fidelity. See the full list of 24 competitors and alternatives above.
Oakbridge Partners has approximately 1-10 employees and is in the Financial Services industry.
Oakbridge Partners is headquartered in Atlanta, Georgia.
Oakbridge Partners operates in the Financial Services industry.
Key decision-makers and buying contacts at Oakbridge Partners are listed above, including leaders across executive, finance, sales and operations.