Creates comprehensive investment portfolios and manages client accounts on behalf of the professional investment advisor.
Independent investment managers providing wealth management strategies including fixed income, value equities, and mutual funds.
Wealth management and private banking services for individuals and corporations.
AXA Investment Managers
Investment managers offering investment and financial advice. Services include asset management, specialist fixed income, global equities, hedge fund products and more.
An employee-owned investment firm serving institutions and private investors.
Baker Ellis Asset Management LLC
Provides discretionary investment management services to high-net-worth individuals, institutions and non-profit organizations.
Bartlett & Co.
Provides high net worth investment advisory services, asset management, custom portfolios and investment education.
Bills Asset Management
A registered investment advisor specializing in providing full time professional money management services in managing portfolios of no-load mutual funds and providing allocation services for CREF accounts.
Capital Group Companies
Investment management firm handles assets for an international group of individuals, corporate, and institutional investors.
Capital Ideas, Inc.
A professional investment advisory firm managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans.
Capital Performance Advisors
Services include thorough historic performance analysis, complete portfolio and investment policy development, diversified asset allocation, and comprehensive performance measurement and monitoring.
Carmel Capital L.L.C.
An independent registered investment advisor firm managing discretionary common stock portfolios applying strict value criteria and specializes in small capitalization equities.
Carnegie Capital Asset Management Company
Provides investment management, foundations/endowment and retirement plan service, wealth optimization to individuals, foundations, endowments and other institutions.
Carr & Associates
Specialized in the management of individual portfolios of high grade convertible securities and offers customized management of fixed income portfolios.
Condor Capital Management
Fee-based asset management, financial planning, retirement planning, risk management and estate planning.
Dare Capital Management
An independent, fee-only registered investment advisor firm offering asset management services and planning assistance on a variety of topics.
Provides strategic financial solutions to individuals and corporations through a wide range of complementary services.
Providing a full range of merger and acquisition advisory services.
An SEC registered investment advisor specializing in active fixed income strategies.
A private operating and holding company specializing in innovative, well-managed companies which provide high-value products and exceptional customer service.
Dresner Financial Planning
Specializes in advising and being an advocate for clergy and their family in all financially related issues.
Eads & Heald Investment Counsel
Professional investment portfolio management, advice and counsel for ERISA accounts, pension plans, profit-sharing plans, defined benefit plans, IRA's, family limited partnerships, trust accounts, and taxable portfolios.
Eagle Global Advisors, LLC
A S.E.C. Registered investment advisor actively managing investment portfolios containing domestic equity, international equity, master limited partnerships, and domestic fixed income securities.
Offers equity investment products including large cap, mid cap and small cap as well as fixed income products.
Efficient Market Advisors, LLC
Provides investors with an account that seeks to maximize investment performance given the investor’s time horizon and willingness to accept risk.
Emerald Capital Management
Providing affluent investors and prestigious institutions fee only investment advice, specialized in asset management using quantitative methods to optimize portfolios of domestic stocks.
Emerson Investment Management, Inc.
Offers a combination of market insight, common sense, and personal service to individuals, families and trusts; pension and profit-sharing plans.
Farr, Miller & Washington LLC
Providing conservative long-term portfolio management to individuals and institutions in the Washington, D.C. Area.
Fiduciary Capital Management, Inc.
Focuses on the discretionary portfolio management of fixed income and GICs for defined contribution retirement plans, including 401(k), 403(b) and 457 plans.
Fiduciary Management Associates, LLC
Manages separate account portfolios for a national client base that includes public funds, taft-hartley funds, corporate pension funds, charitable organizations, high net worth individuals.
Fillmore Capital Partners, LLC
A real estate equity firm serving institutional investors and high net worth individuals, principally in high yield structured real estate investments.
Global Trends Investments
A registered investment advisor working with individual and corporate clients, providing the personal service needed to build investment portfolios.
An independent investment firm that manages portfolios of two million dollars or more to high net worth investors, including entrepreneurs, professionals, family trusts, private charitable foundations, and estates.
Gould Asset Management
Offers versatile expertise across a wide range of disciplined investment strategies to high-net-worth individuals and small-to-medium sized institutions.
Offering comprehensive financial planning and investment services.
Greenberg Financial Group
Provides fee based money management, at a reasonable fee, to individuals and institutions with definable goals.
A wealth management practice that serves ultra-affluent individuals and families.
Heron Capital Management, Inc.
Providing fully managed investment services to a variety of clients including individuals, trusts, pension funds, 401K plans and corporations.
Hester Capital Management
A professional investment advisory firm managing the assets of private individuals, families, trusts and estates, charitable organizations, endowments and foundations, retirement plans, and public funds.
HGK Asset Management
Asset management is the company’s only business and its investment style is consistently value oriented and risk averse.
Individual Asset Management
Provides portfolio management, financial planning, and financial consulting services to individuals and small businesses on a discretionary or consultative basis.
Provides independent research focusing on applications of sophisticated financial engineering techniques to problems of financial model development and validation, strategy development, performance analysis and risk management.
Investment Compliance, Inc.
Provides regulatory compliance support and planned onsite internal audits as registered investment advisors out of New York City.
An independent, fee-only investment management firm specializing in low cost, tax sensitive, low risk, globally diversified investments for our clients' portfolios.
Specializes in retirement planning, investing and all types of insurance products.
J. Zechner Associates Inc.
Manages money for pension funds, institutions and mutual fund companies, family trusts, endowments and high net worth individuals.
J.E. Wilson Advisors
A fee-only financial planning firm providing clients with objective and independent financial solutions.
James Pappas Investment Counsel
Registered investment adviser, providing conservative investment guidance to individuals, iras, pension and profit sharing plans, corporations, trusts and charities.
Jamison, Eaton & Wood, Inc.
An independent investment management firm providing high quality, personalized investment services to individual investors, retirement plans, foundations, endowments, taft-hartley funds and corporate investors.
Janiczek & Company, Ltd.
Offering comprehensive wealth management for individuals and families with $1 million to $100 million in investable assets.
Jarislowsky, Fraser Limited
Managing pension funds, pooled funds, endowment funds, corporate and private portfolios for clients in North America and Europe.
Johnston Investment Counsel
An investment management, investment consulting, and comprehensive financial planning, firm that is a registered investment advisor.
Kaizen Wealth Management
Provides comprehensive wealth management services for professionals, corporate executives, business owners, erisa plans, charitable organizations, and other affluent clients.
Providing clients with financial planning and management assistance.
Keane Capital Management
A private investment management firm providing alternative investments (hedge funds) for accredited investors and qualified purchasers.
Features information and resources from Ken Fisher, money manager, author, Forbes columnist and CEO of Fisher Investments.
Kessler Companies, Inc.
An SEC registered investment advisor specializes in the research and analysis of economic trends, securities, and related financial markets.
Koehler Financial Services, Inc.
A full service financial planning and registered investment advisory firm, offering financial planning, money management, investment management and consulting services to individuals, corporations, retirement plans, foundations and endowments.
Kooman & Associates, Inc.
An independent financial services firm offering serious investors a full range of financial and estate services.
Kopp Investment Advisors, LLC
An independent money management firm registered as an investment advisor with the Securities and Exchange Commission.
Value oriented and fundamentally driven investment management firm. We seek to invest in Asian equities trading below their intrinsic value.
The Lam Group, Inc.
Specializes in providing investment advice and management for taxable high-net worth individuals, as well as providing consulting services for foundations, endowments and select institutions.
Lang Asset Management, Inc.
Experienced portfolio manager specializing in serving investors seeking either to profit from a protracted equity market decline or preserve capital via a unique AAA and AA bond management approach.
Lee Overlay Partners Limited
A specialised investment management firm, dedicated exclusively to external active currency overlay for institutional investors.
Legacy Capital Management, Inc.
Provides comprehensive wealth management services to help high net worth individuals, families, and select charitable organizations achieve their financial goals.
Legg Mason Capital Management
Manages assets for clients around the globe including corporations, public funds, governments, endowments and foundations.
Diversified financial services company
meets the needs of individuals as well as advisors at every stage of their careers.
Maas Capital Advisors, LLC
An independent, fee-only financial advisory practice providing clients with integrated financial planning and investment management advice.
MacKellar & Associates
Provides products and services for both individuals and businesses throughout the United States.
Main Street Research LLC
Provideds investment and wealth management expertise to a limited number of individuals and institution.
Marathon Strategic Advisors, LLC
Specializes in developing, implementing, and maintaining investment portfolios for individual investors (including IRAs), corporations (including 401(k)s and pensions), trusts, estates, and charitable organizations.
Marshall Capital Corporation
Free mutual fund newsletter, includes mutual fund advice, investment articles, market timing signals for funds such as Rydex and Profunds.
Martin Capital Advisors, LLP
A registered investment advisor managing private and institutional investment portfolios, mutual funds, and a private equity fund for accredited investors.
McMahan Capital Management
A comprehensive financial planning and investment advisory firm providing objective financial advice, offerimg retirement planning, estate planning, and portfolio management.
Mercer Asset Management, Inc.
Representing an independent financial planning and asset management company in Bainbridge Island, Washington. Its services and plans are discussed, and a variety of online financial tools are included, such as stock quotes and other web resources.
Misson Management & Trust
Offering investment management, domestic and global securities custody, and personal trust services.
Users can search for a financial adviser who meets specific criteria using the featured free directory of investment managers.
Nea Capital Limited
A London-based financial services entity authorised and regulated by the Financial Services Authority focusing on alternative investment management using option strategies.
New Amsterdam Partners LLC
Offering large cap, mid cap, concentrated and socially responsible investment strategies to institutional investors.
North American Management
An independent, SEC-registered investment advisor providing comprehensive wealth management services to individuals, trusts, and institutional clients.
NorthStar Asset Management
Specializes in the individual management of portfolios of private clients, foundations, corporations, and institutions.
OakBrook Investments, LLC
Specializes in domestic equity strategies and a blend of economic thought with the reality of investment management.
Obermeyer Asset Management
Works to preserve and enhance the wealth of affluent individuals, families, foundations and corporations by developing investment portfolios tailored to their individual circumstances.
Old Mutual plc
An international financial services group, whose activities are focused on asset gathering and asset management.
Oxford Financial Group
Provides solutions that assists clients in attaining their financial goals and visions without the inherent bias of products, commissions or soft dollar arrangements.
Parsons Capital Management
Provides comprehensive investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations.
Placemark Investmens, Inc.
Works with financial institutions and advisors to develop and manage sophisticated investment solutions and unified managed account programs.
Q Investments Ltd.
A global focused financial services company, advising clients in all aspects of investment management.
QCI Asset Management
QCI provides traditional investment and administrative services to small business clients, as well as a variety of specialized services, including high-yield preferred equity, short-term fixed income, small capitalization equity, and post-venture equity. Its services and location in Pittsford, New York are posted.
Quantum Capital Management
A full service, SEC-registered investment counselor and advisor, founded to provide wealth management solutions for individuals, families, corporations and non-profit organizations.
Quest Investment Management, Inc.
Offers investment advisory services for equity and balanced portfolios, fixed income and short-term cash for both institutional and individual clients.
Rayner & Haynor
Offers investment expertise and strategies tailored to the clients unique needs.
Investment management and brokerage services, commodity trading advisor, financial and commodity markets.
Reilly Financial Advisors
An independent provider of professional investment management services and comprehensive financial solutions with special expertise in retirement planning and expatriate needs.
Rhoads Lucca Capital
Offers money management and retirement investing advice from independent investment advisers using livable wealth management strategies.
Richard Brothers Financial Advisors
Offering a wide range of wealth management services, such as retirement and estate planning, trust services, tax planning, and business valuation.
Richmond Asset Management Ltd.
A discretionary investment advisory firm, which provides this knowledge through a wide range of services designed to create and preserve the wealth and assets of clients.
Rocaton Investment Advisors, LLC
Offers independent investment consulting services to institutional investors including defined benefit, defined contribution, financial intermediary, insurance company, endowment and foundation, hospitals and large high net worth clients.
Runnymede Capital Management
A research-intensive investment firm devoted to developing and implementing strategies to help clients reach their life and investment goals.
Sage Financial Group
Provides investment advisory and financial planning services to individual investors, their families and charitable organizations.
Specializes in private portfolio investment management and asset allocation.
An independent, privately-owned, fee-only investment advisory firm.
Sensible Investment Strategies
A free site specializing in asset allocation strategies with suitable recommendations from high-ranked 100% no-load mutual funds.
Sheaff Brock Investment Advisors, LLC
Offering fee only portfolio management, the Indianapolis, Indiana firm and its services are profiled, with information about its investment styles and money management strategies, disclosure and contact data.
Fee only registered investment advisor offering customized tax-efficient investment solutions, dimensional fund advisors, exchange-trades funds, index funds.
Stratford Advisory Group
An independent, full-service investment consulting firm, registered as an investment advisor with the sec.
Taylor & Williams Inc
A fee-based registered investment advisor focused on assisting individuals and their families, pension and profit sharing plans, trusts, estate, corporations, and small businesses with planning and investment management solutions.
Manages the Huntrise investment partnerships as well as individual accounts for qualified clients and accredited investors.
Topper Capital Management
Specializes in the ability to allocate your assets in a customized portfolio, based on financial goals and risk tolerance.
Specializes in comprehensive financial planning and investment management.
Twinlights Financial Group
Portfolio management, rollover and retirement planning, asset allocation, sector allocation, mutual funds, annuities.
Uhlmann Price Securities
Offers a full array of products and wealth management services designed to meet the needs of your entire investment portfolio.
Valentine Ventures, LLC
Portfolios are invested across multiple asset classes, and diversified via exchange traded funds for maximum potential risk-adjusted returns.
Van Strum & Towne, Inc.
Investment counseling firm, provides investment management services to individuals, endowments, foundations, and corporate pension and profit sharing accounts.
Venus Capital Management, Inc.
Manages wealth for several family offices and institutions with an emphasis on increased allocations to Asia in a risk averse manner.
Victory Asset Management Co. Inc.
An independent fee-based registered investment advisor specializing in providing asset management services to company retirement plans and their employees.
Provides a comparison of buying and holding 100% stocks, passive/strategic asset allocation, tactical asset allocation, and adaptive asset management.
Welch Group, LLC
Provides fee-only wealth management services to a national clientele, focused on retirement planning, estate planning, and investment management for high net worth families.
Westwood Holdings Group, Inc.
An institutional asset management firm serving corporate pension funds, public retirement funds, endowments, foundations, mutual funds, and high net worth individuals.
Investment advice and services, independent portfolio supervision, custom risk management, investor learning community.
Windsor Financial Group, LLC
An independent, privately-owned registered investment advisor serving high net worth individuals, institutional and community bank clients.
Offers an integrated suite of consulting services covering various business zones.