Independent wealth COLUMBIA, SC $170M 2 2011 Business services San Francisco, CA 425 Candidate VC · candidate 2 Industrial services Smyrna, GA 125 Former SEC adviser BELLEVUE, WA $49.4M 2012 Foundation Greenville, NC $302M 31 4 6 2025 Industrial manufacturing Indianapolis, IN 2,125 Industrial manufacturing Fort Worth, TX 107 Industrial manufacturing Lancaster, KY 77 ALLISON SIM Person · RIA / Wealth · WELLS FARGO ADVISORS
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Wirehouse FL 2013 Specialty distribution Goodlettsville, TN 53 Specialty distribution Paint Rock, AL 53 Allison Ross Person · RIA / Wealth · J.P. MORGAN SECURITIES LLC
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Wirehouse FL 2016 National bd RIA CO 2014 National bd RIA FL 2016 ALLISON COOK Person · RIA / Wealth · matched ALLISON PARKS · NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
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No RAUM reported AL 2004 Allison Hart Person · RIA / Wealth · UBS FINANCIAL SERVICES INC.
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Wirehouse CA 2014 Allison Wong Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse CA 2010 Independent wealth SAN ANTONIO, TX $366M 11 2024 Allison Cloud Person · RIA / Wealth · matched ALLISON MAE FINLEY · UBS FINANCIAL SERVICES INC.
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Wirehouse TX 2006 ALLISON POPEO Person · RIA / Wealth · matched ALLISON ENGELHARDT · STRATEGIC ADVISERS LLC
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National bd RIA MA 2011 ALLISON STAAB Person · RIA / Wealth · FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
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Mixed wealth RI 2011 ALLISON K RUD Person · RIA / Wealth · matched ALLISON KAY DEVALENCIA · OSAIC WEALTH, INC.
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Bd affiliated wealth WI 2004 Bd affiliated wealth MA 2014 ALLISON FLINK Person · RIA / Wealth · matched ALLISON KAYLOR · WEALTHSPIRE RETIREMENT ADVISORY
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Institutional manager CA 2003 ALLISON FORTE Person · RIA / Wealth · matched Allison Spicer · STRATEGIC ADVISERS LLC
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National bd RIA MA 2016 Allison Meier Person · RIA / Wealth · ARLINGTON FINANCIAL ADVISORS, LLC
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Independent wealth CA 2014 Wirehouse TX 2015 Wirehouse CA 2011 National bd RIA CO 2015 Wirehouse CA 2016 ALLISON BALCH Person · RIA / Wealth · STIFEL, NICOLAUS & COMPANY, INCORPORATED
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National bd RIA MO 2016 Allison Batey Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse FL 2015 Allison Bloom Person · RIA / Wealth · T. ROWE PRICE ASSOCIATES, INC.
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Asset manager MD 2015 National bd RIA NJ 2006 Allison Chaki Person · RIA / Wealth · matched Allison Sarah Tarassov · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse PA 2008 Allison Chema Person · RIA / Wealth · GOLDMAN SACHS WEALTH SERVICES, L.P.
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Bd affiliated wealth CA 2013 Allison Lynne Person · RIA / Wealth · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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Bd affiliated wealth FL 2016 National bd RIA MD 2006 ALLISON PASTA Person · RIA / Wealth · VALIC FINANCIAL ADVISORS, INC.
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Bd affiliated wealth WA 2014 Allison Young Person · RIA / Wealth · STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
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Independent wealth FL 2016 Allison J Zech Person · RIA / Wealth · matched ALLISON J WEST · PNC WEALTH MANAGEMENT
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Bd affiliated wealth IN 2006 Industrial services Williamsport, PA 176 Wirehouse FL 2013 Allison Modrak Person · RIA / Wealth · matched Allison Mann · MISSION WEALTH MANAGEMENT, LP
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Independent wealth AZ 2016 National bd RIA VA 2014 ALLISON HUGHES Person · RIA / Wealth · matched ALLISON GILLESPIE · STRATEGIC ADVISERS LLC
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National bd RIA TX 2007 Independent wealth CA 2008 ALLISON SIEGEL Person · RIA / Wealth · matched ALLISON MARIE DEMLAND · PNC WEALTH MANAGEMENT
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Bd affiliated wealth IN 2007 Allison Stultz Person · RIA / Wealth · matched ALLISON Carrie MORSE · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse FL 2014