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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
Luminawmluminawm.com |
Lumina Wealth Management is an independent financial advisory and wealth management firm based in Wilmington, NC, with custody thr | Wilmington, North Carolina | 1-10 | — |
Fisherwealthfisherwealth.com |
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Raymond Jamesraymondjames.com GUJBAG |
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  CTAWJC |
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+ | — |
Ameriprise Financialameriprise.com DN  KHLM |
Ameriprise Financial is a financial planning and advice firm with over 130 years of history, serving individual and institutional | Minneapolis, Minnesota | 5000+ | — |
Northwestern Mutualnorthwesternmutual.com KDDA  CR |
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, Wisconsin | Milwaukee, Wisconsin | 5000+ | — |
Morgan Stanleymorganstanley.com JF  NURR |
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+ | — |
Fidelityfidelity.com  MS BCKG |
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Charlesbank Capital Partnerscharlesbank.com |
Charlesbank Capital Partners is a Boston- and New York-based middle-market private equity and credit firm with more than $21 billi | Boston, Massachusetts | 201-1000 | — |
Vanguardvanguard.com  JLJK JM |
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+ | — |
Charleschwabcharleschwab.com |
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Bairdwealthbairdwealth.com |
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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+ | — |
Stifelstifel.com SS  CNTR |
Stifel, Nicolaus & Company, Incorporated is a full-service financial services firm established in 1890, providing brokerage, tradi | St. Louis, Missouri | 5000+ | — |
Trowepricetroweprice.com BS  MASC |
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed | Baltimore, Maryland | 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+ | — |
Usbankusbank.com |
U.S. Bank is the fifth-largest commercial bank in the United States, offering commercial and institutional banking, business banki | Minneapolis, Minnesota | 5000+ | — |
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+ | — |
Chasechase.com |
Chase (JPMorgan Chase) is a diversified financial services company offering consumer and commercial banking, credit cards, mortgag | New York, New York | 5000+ | — |
MassMutualmassmutual.com |
MassMutual is a life insurance company founded in 1851 in Springfield, Massachusetts, operating under the Living Mutual principle | Springfield, Massachusetts | 5000+ | — |
Bairdrwbaird.com |
Baird is a privately held financial services firm founded in 1919 that offers wealth management, asset management, global investme | Milwaukee, Wisconsin | 5000+ | — |
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+ | — |
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+ | — |
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 | — |
Piper Sandlerpipersandler.com |
Piper Sandler Companies (NYSE: PIPR) is a leading investment bank founded in 1895, headquartered in Minneapolis with more than 60 | Minneapolis, Minnesota | 1001-5000 | — |
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 | — |
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 | — |
BlackRockblackrock.com |
BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including b | New York, New York | 5000+ | — |
Citibankcitibank.com |
Citi is a global banking and financial services company offering credit cards, personal banking, mortgages, personal loans, and bu | — | — | — |
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Lumina Wealth Management is an independent financial advisory and wealth management firm based in Wilmington, NC, with custody through Charles Schwab, offering stage-of-life financial planning, portfolio management, retirement and estate planning, and non-profit/endowment management to individuals and families.
Companies like Lumina Wealth Management include Fisherwealth, Raymond James, Edward Jones, Ameriprise Financial, Northwestern Mutual. See the full list of 24 competitors and alternatives above.
Lumina Wealth Management has approximately 1-10 employees and is in the Financial Services industry.
Lumina Wealth Management is headquartered in Wilmington, North Carolina.
Lumina Wealth Management operates in the Financial Services industry.
Key decision-makers and buying contacts at Lumina Wealth Management are listed above, including leaders across executive, finance, sales and operations.