- A M Forward Thinking, Inc. - A Registered Investment Advisory Corporation providing comprehensive financial planning services for individuals, businesses and non-profit Organizations.
- A.N. Culbertson and Company - An independent wealth management, provides management of financial assets.
- Abbott Capital Management - Independent registered investment advisor offering diversified portfolios of alternative investments, including venture capital, buyout and special situation partnerships.
- Accumulation Strategies - Registered investment advisor offers financial planning and investment advice.
- Active Asset Management - An investment advisory firm and a fee-based manager of equity portfolios.
- Advance Investments - Investment, tax planning, pensions, advice.
- Advanced Investment Technology, Inc. - Manages assets using a comprehensive valuation process.
- Advisor Services, Inc. - Specializing in fee-based investment and wealth management in Arizona, USA.
- Airline Pilot Investment Group, Inc - 50 fee based money managers, each with an investment style to meet your needs.
- Alan B. Lancz & Associates, Inc. - Investment advisor working with high net worth individuals, retirement accounts, and corporations.
- Albion Management Group - A fee-only investment management firm providing investment management, financial consulting and financial planning services since 1982.
- Alder Broker Group Ltd - UK based financial services.
- Alder Financial Group - Fee-only registered investment advisor providing wealth management and investment advisory services for individuals, corporations and retirement plans throughout the Southeast.
- Alexander Capital Managment Group Inc. - A privately owned, SEC registered investment management firm. Manages stock and bond portfolios for individuals and institutions.
- All-In-One-Financial Services Inc. - Registered investment advisor and certified financial planner specializing in domestic and offshore portfolio management.
- Allegiance Financial Group, Inc. - Investment advisory services for individuals and businesses.
- Allianz Private Client Services - Individually managed accounts for high net worth individuals.
- Allison Investment Management - A fee-based investment advisor.
- Alpha Investment Advisors, Inc. - Fee-only management of securities and stocks.
- Altruist Financial Advisors LLC - Fee-only financial planning and asset management with a complete satisfaction money-back guarantee.
- American Asset Managers - Registered money manager located in Rockville, MD
- American Capital Management,Inc. - Formed in 1980 to provide superior returns for clients by investing in quality small and medium sized growth companies
- Anchor Bay Capital Management and Securities - Portfolio management, retirement and estate planning.
- Appel Financial Group - Financial and money management services.
- Appleton Group Online - Investment advice and guidance to individuals, 401(k) participants, corporations and other institutions.
- Arthur E. Spellissy and Associates, Inc. - Offers investment advisory services and portfolio management to high net worth individuals.
- Ascension Capital Advisors, Inc. - Fee-only investment advisory for professionals, private individuals, businesses, and foundations.
- Assetia Capital Management - Registered investment advisors offering managed accounts, advisory and currency overlay services.
- Astor Asset Management LLC - A money management firm focusing on individual managed accounts.
- Athena Financial & Insurance Services, Inc. - Financial planning and investment advisory services for individuals, businesses, pension and profit sharing programs, estates and trusts.
- Bardin Financial Services - Registered investment advisor in the California gold country, managing personal, trust, and retirement assets in stocks, bonds and mutual funds.
- Bares Capital Management, Inc. - Discretionary investment management for private individuals and institutions using value investing principles.
- Bartlett and Co. - Providing investment advisory services, custom tailored portfolios and investment education to both institutional and private clients.
- BBR Partners Home - Comprehensive financial solutions for a select community of wealthy investors.
- Becker Capital Management - A 100% employee owned registered investment advisor managing assets for individuals, corporate pension and profit sharing trusts, multi-employer trusts and endowment funds.
- Bell Investment Advisors - Provides financial planning and investment management to individual investors and corporate entities.
- Benchmark Funds, Inc. - Registered investment advisor specializing in alternative investments.
- Benefit Planning Services - Provides Fee-Only Investment Management, Financial Planning and Charitable Consulting.
- Benson Associates, LLC - A value/contrarian investment manager whose approach is based on a disciplined adherence to bottom-up fundamental analysis.
- Big Oak Advisors - Employee benefits, group insurance and retirement plans.
- Bill's Asset Management - Investment Advisory with offices in Nashville and Knoxville areas.
- Birch & Monteith Financial Group, LLC. - Portfolio management and financial advisory services. Located in Portland, OR.
- Blackwell Capital Management - Registered investment advisor specializing in asset management for individuals, pension plans, profit sharing plans and trust accounts.
- Blueprint Financial - Providing financial planning and investment advice on an hourly, as needed basis.
- BluePrint Financial Services - Fee only advisor offering traditional and alternative investment strategies.
- Bolton Offutt Donovan - An independent actuarial, benefit and investment consulting firm serving clients throughout the United States with offices in Baltimore and Washington, D.C.
- Boone Financial Advisors Inc. - A fee-only financial planning and investment management firm located in San Francisco and Oakland, USA.
- Brailsford and Co. - Registered investment advisors based in Summerville, South Carolina.
- BridgePortfolio - We are dedicated to helping everyone get access to the same services and information that the wealthy investor has enjoyed for years. Our minimum is only $10,000.
- Bridges Investment Counsel, Inc. - Full service investment management firm founded in 1945.
- Bridgewater Advisors Inc - Fee-only investment management and financial planning.
- Bridgewater Independent Financial Advisers - UK-based financial planning.
- Brotherton Investment Consultants, LLC - Portfolio management and total wealth planning.
- Buckingham Asset Managers - A registered investment advisor and money management firm.
- Cabot Money Management - Providing professional investment portfolio management.
- Caleb Lawrence - Independent full service financial planning and investment..
- Camelot Fund - An absolute return, multi strategy investment company specializing in equity and foreign exchange investments.
- Canterbury Financial Group - A Registered Investment Advisor, offers integrated portfolio and private wealth management services.
- Capital Investment Consulting - Investment advice and financial planning services.
- Capital Performance Advisors - Offers investment advisory services, asset management and financial planning.
- Capitalideasadvisors.com - Registered investment advisor providing disciplined investment management.
- Cardinal Capital Management - Fee-only investment advisor providing personalized investment management to individuals, trusts and retirement plans.
- Carr & Associates, Inc. - Registered investment adviser specializing in managing portfolios of high grade convertible bonds and preferreds providing safety, income and growth.
- Carson Financial Planning Group - Financial planning and investment advice to entrepreneurs, professionals, executives and retired couples.
- Cascade Investment Group - Specializing in financial and tax planning, risk and portfolio management.
- Catalyst Financial Planning and Investment Management, Inc. - Full service investment advisory offering portfolio management and financial planning for high net worth individuals.
- Chamberlain Group Financial Services - Provides investment advisory services, business succession planning and executive benefits.
- Charter Investment Services, Inc. - Investment advisor with a focus on retirement planning and estate conservation.
- Chatham Investment Management - Registered investment advisor in Savannah, Ga.
- Check Capital Management Inc. - Registered investment advisor.
- Claremont Financial Group - Registered Investment Advisor that assists individual investors and qualified retirement plans with financial planning and asset management services.
- Clearview Financial - Provides investment management and advice to individuals and businesses.
- Clinton Group - Registered investment adviser managing investment funds for individual, institutional, and sovereign investors.
- Comex Capital, Inc. - An independent investment advisor, portfolio and asset management firm.
- Compass Advisors Inc. - Investment and estate planning.
- Compass Investment Advisors - An independent and objective financial advisory firm serving the needs of individuals and their families.
- Conners Capital Management - Registered investment advisor, offering a large array of services and investment instruments to for personal needs.
- Conservative Financial Counselors, LLC - Provides investment advisory services to individuals and organizations.
- CornerCap Investment Counsel - Independent investment counseling and management firm focused on disciplined, long-term investments.
- Cornerstone Capital Advisors - Fee-only financial planning.
- Cornerstone Capital Management - Customized portfolio asset management and alternative investment solutions.
- Cornerstone Financial, Inc. - Financial planning firm specializing in domestic partnership relationships.
- Cortland Associates - Provides proprietary investment research and counseling.
- Courtney Smith & Company - Investment management consulting and asset allocation services.
- Cox Financial Advisors - Investment advice, tax and estate planning.
- Crescent Sterling Ltd - Individualized investment management and financial planning services.
- Criseyde Capital Limited - Investment Management from a slighly different angle.
- Crossroads Capital - Fee-based advise for business owners and individuals on retirement planning, tax strategies, executive compensation and stock options.
- D.R. Loeser and Co. Inc. - A financial advisory firm registered with the Securities and Exchange Commission. Provides capital management and investment services.
- Daret Capital Management - An investment advisor firm specializing in the management of securities portfolios and retirement plans for individuals and small businesses.
- David Little, Investment Advisor - An investment advisor for Dundee Securities in Ontario.
- David P. Sims - Financial consulting and planning. Large list of educational resources.
- Davig Financial Corporation - An independent registered investment advisory firm located in Holmen, Wisconsin. Specializing in client portfolio management and general financial planning.
- Dayoub Financial Designs - A Registered Investment Adviser providing comprehensive financial planning services.
- Denver Capital Advisors, Limited - Strategic money management for qualified clients.
- Dion Money Management - Provides mutual fund based money management to larger investors.
- Draupnir LLC - A private equity investment firm specializing in negotiated investments.
- Dresner Financial Planning - Specializes in financial planning, contract negotiation, tax preparation, and investment advice for Clergy.
- DSC Financial, Inc. - Providing investment selection and portfolio management to individuals, families and private trusts.
- Dynamic Fund Management, Inc. - Investment strategy following market timing model using the Rydex Bull and Bear Funds.
- Earnest Partners, LLC - Investment products including large-cap value, small-cap, balanced, and core fixed income.
- ECM Capital Management - Registered investment advisor and a growth stock management company.
- EconoStrat Advisory Corp. - Independent, registered investment adviser providing personalized financial planning and investment management services.
- Elysium Wealth Management - Personalized investment strategies designed to meet the wealth objectives of you and your family.
- Emerging Money Corporation - Estate and tax planning services for stock owners through hedge loan backed stock to cash and family discount life programs.
- Emerson Investment Management - Emerson Investment Management, Inc, is a Boston based investment-management firm with clients throughout the United States. Founded in 1985, the firm is dedicated to the management of separate portfolios using individual securities.
- Emil K. Everett - Investment Advisor, LLC - Offers asset management and investment advisory services.
- Eric Sands Consulting - Financial management and wealth building strategies.
- Ethos Advisory Services - Providing asset management services to institutional and private investors.
- EverTrade Advisors - Private portfolio management services.
- F.L. Putnam - Independent investment counseling firm providing.
- Farr, Miller and Washington, LLC - Specializing in long-term portfolio management for individuals and institutions. Washington, D.C.
- Fidelity Capital Management. - Provides comprehensive financial planning services, including estate, retirement,and business continuity planning.
- Fiduciary Asset Management, LLC - A registered investment adviser offering a range of equity and fixed income strategies for institutional and private clients.
- Field Stone Financial - Full service financial management firm.
- Financial Planning Associates, Inc. - A Registered Investment Adviser specializing in strategic asset allocation and personal financial planning services, including retirement planning.
- Financial Services Advisory, Inc. - An registered investment advisory company in Silver Spring, MD.
- Finway Investment Advisors - Investment advisors specilising in structuring private clients wealth world wide.
- FLC Capital Advisors - Provides financial and retirement planning, asset management and tax planning.
- Fletcher Asset Management Inc - Registered Investment Advisor.
- Flynn Zito Capital Management - Investment advisor offers services for the individual investor.
- Focus Financial Consultants - Fee-only financial planning and investment management services by CPA's and CFP's.
- Forest Investment - Registered Investment Adviser providing investment management services for institutional investors in timberland.
- Future Funds Pty Ltd - Provides superannuation, retirement and investment advice to clients in Australia from Sydney to Perth.
- GA Bishop and Associates, LLC - Provides as-needed financial planning services and advice to people and small businesses.
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