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Associate Financial Planner

United States Remote, Nationwide
Client Service Associate

Clifton Park, New York
Client Service Associate

Atlanta, Georgia
Client Service Associate

Miami, Florida
Client Service Associate

Conshohocken, Pennsylvania
Client Service Associate

Danville, California
Client Service Associate (Providence, RI)

Providence, Rhode Island
Client Service Associate, Shared Support Team

4 Locations
Senior Manager, Strategic Sourcing

2 Locations
Senior Manager, Tax Advisory and Planning

United States Remote, Nationwide

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¹ The Barron’s 2024 Top 100 RIA Firms list, a ranking of independent advisory firms in its eighth year, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

² Employee data as of December 31, 2024.

³ Client data as of September 30, 2024.

⁴ Asset data as of December 31, 2024.

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