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View Legate Partners's top competitors like Aspiriant, BMO, and Baker Street Advisors.

BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture. Sound like your kind of place? Then we should be co-workers.
Toronto, CA
Public
$19.2B Revenue
http://www.bmo.com
51.2K Employees
BMO Ticker
Eagle Strategies, LLC
Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser. Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Through our parent company New York Life, Advisors can also offer risk protection products including life insurance, long-term care insurance, and annuities. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals. We believe that the best financial solutions are built when our Advisors have a thorough understanding of your current financial health as well as your short- and long-term goals. By working in partnership with you, they can identify the appropriate solutions for your individual situation and put you on a path toward achieving your financial objectives. Of course no plan can remain stagnant, as situations will arise that will require adjustments to a financial strategy. When this occurs, your Advisor will be well- positioned to help navigate those changes. To get started on implementing your financial strategy, click below to find an Advisor in your area: http://www.eaglestrategies.com/contact-us/ Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities. Registration with the SEC does not imply a certain level of skill or training. Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company. Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services. * Any insurance recommendation or advice is given solely in an Eagle Investment Adviser Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation.
New York, New York, US
Private
$654.2M Revenue
http://www.eaglestrategies.com
661 Employees
VWG Wealth Management
VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families and small business. At VWG Wealth Management, we are driven to excellence in our service to clients. Motivated by personal integrity and care for our clients, every member of our team leads. We uphold the following commitment to you, our clients: • Your interests always come first • Your needs will be thoroughly assessed • You will receive accurate and timely information • We will be relentless in our pursuit to protect and grow your wealth Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
McLean, Virginia, US
Private
$1.1B Revenue
https://vwg.hightoweradvisors.com/
21 Employees

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