3/29/11

I'm working on a research project in which I need to list the top 10 wealth management firms in Southern California including how much assets they each hold.

What's a good place to conduct such research? Or do you have any pointers or tips on how I may approach this?

Many thanks!!

Comments (3)

3/29/11

First of all, what do you mean by "top"?

Financial Modeling

4/6/11

Also define wealth management. Wealth management is very broad and can include equities, debts, real estate, etc.

4/6/11
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