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Home / Business / Investing / Money Managers / Registered Investment Advisors
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- A M Forward Thinking, Inc. - A Registered Investment Advisory Corporation providing comprehensive financial planning services for individuals, businesses and non-profit Organizations.
www.amforwardthinking.com
- Abbott Capital Management - Independent registered investment advisor offering diversified portfolios of alternative investments, including venture capital, buyout and special situation partnerships.
www.abbottcapital.com
- Accumulation Strategies - Registered investment advisor offers financial planning and investment advice.
www.accumulationstrategies.com
- Adkisson Financial LLC - Offering investor education and financial strategies and tax strategies.
www.adkissonfinancial.com
- Advance Investments - Investment, tax planning, pensions, advice.
www.advanceinvestments.com
- Advanced Investment Technology, Inc. - Manages assets using a comprehensive valuation process.
www.ait-tech.com
- Advisor Services, Inc. - Specializing in affordable fee-based investment and wealth management in the state of Arizona.
www.advisorservices.net
- Airline Pilot Investment Group, Inc - 50 fee based money managers, each with an investment style to meet your needs.
apig.com
- Alan B. Lancz & Associates, Inc. - Investment advisor working with high net worth individuals, retirement accounts, and corporations.
www.ablonline.com
- Albion Management Group - A fee-only investment management firm providing investment management, financial consulting and financial planning services since 1982.
www.albionmgmt.com
- Alder Broker Group Ltd - UK based financial services.
www.web-investments.co.uk
- Alder Financial Group - Fee-only registered investment advisor providing wealth management and investment advisory services for individuals, corporations and retirement plans throughout the Southeast.
alderfinancial.com
- All-In-One-Financial Services Inc. - Registered investment advisor and certified financial planner specializing in domestic and offshore portfolio management.
www.investingforprofits.com
- Allegiance Financial Group, Inc. - Investment advisory services for individuals and businesses.
www.allegiancefinancial.com
- Allianz Private Client Services - Individually managed accounts for high net worth individuals.
www.allianzpcs.com
- Alpha Investment Advisors, Inc. - Fee-only management of securities and stocks.
www.alphaadvisors.com
- Altruist Financial Advisors LLC - Fee-only financial planning and asset management with a complete satisfaction money-back guarantee.
www.altruistfa.com
- American Asset Managers - Registered money manager located in Rockville, MD
www.aamg.com
- American Capital Management,Inc. - Formed in 1980 to provide superior returns for clients by investing in quality small and medium sized growth companies
www.americancapitalmanagement.com
- Anchor Bay Capital Management and Securities - Portfolio management, retirement and estate planning.
www.anchorbaycapital.com
- Appel Financial Group - Financial and money management services.
www.appelfinancial.com
- Appleton Group Online - Investment advice and guidance to individuals, 401(k) participants, corporations and other institutions.
www.appletongrouponline.com
- Arthur E. Spellissy and Associates, Inc. - A registered investment advisor who offers investment advisory services and portfolio management to high net worth individuals.
www.spellissy.com
- Ascension Capital Advisors, Inc. - Fee-only investment advisory for professionals, private individuals, businesses, and foundations.
www.ascensioncapital.com
- Assetia Capital Management - Registered investment advisors offering managed accounts, advisory and currency overlay services.
www.assetia.com
- Athena Financial & Insurance Services, Inc. - Financial planning and investment advisory services for individuals, businesses, pension and profit sharing programs, estates and trusts.
www.athenalink.com
- Bardin Financial Services - Registered investment advisor in the California gold country, managing personal, trust, and retirement assets in stocks, bonds and mutual funds.
www.bardinfinancial.com
- Bares Capital Management, Inc. - Discretionary investment management for private individuals and institutions using value investing principles.
www.barescapital.com
- BBR Partners Home - Comprehensive financial solutions for a select community of wealthy investors.
www.bbrpartners.com/Advisors/bbrpartners
- 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.
www.beckercap.com
- Bell Investment Advisors - Provides financial planning and investment management to individual investors and corporate entities.
www.bellinvest.com
- Benchmark Funds, Inc. - Registered investment advisor specializing in alternative investments.
www.benchmarkfundsinc.com
- Benefit Planning Services - Provides Fee-Only Investment Management, Financial Planning and Charitable Consulting.
www.bpsfinancial.com
- Benson Associates, LLC - A value/contrarian investment manager whose approach is based on a disciplined adherence to bottom-up fundamental analysis.
www.benson-associates.com
- Big Oak Advisors - Employee benefits, group insurance and retirement plans.
www.bigoakadvisors.com
- Bill's Asset Management - Investment Advisory with offices in Nashville and Knoxville areas.
www.billsasset.com
- Birch & Monteith Financial Group, LLC. - Portfolio management and financial advisory services. Located in Portland, OR.
www.birchandmonteith.com
- Blackwell Capital Management - Registered investment advisor specializing in asset management for individuals, pension plans, profit sharing plans and trust accounts.
www.blackwellcapital.com
- Blueprint Financial - Providing financial planning and investment advice on an hourly, as needed basis.
www.blueprintfinancial.biz
- BluePrint Financial Services - Fee only advisor offering traditional and alternative investment strategies.
www.blueprintfinancialservices.com
- Brailsford and Co. - Registered investment advisors based in Summerville, South Carolina.
www.brailsfordcompanyllc.com
- 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.
www.bridgeportfolio.com
- Bridges Investment Counsel, Inc. - Full service investment management firm founded in 1945.
www.bridgesinv.com
- Bridgewater Advisors Inc - Fee-only investment management and financial planning.
www.bridgewateradv.com
- Bridgewater Independent Financial Advisers - UK-based financial planning.
www.bfp-ifas.co.uk
- Brotherton Investment Consultants, LLC - Portfolio management and total wealth planning.
www.bicinvest.com
- Buckingham Asset Managers - A registered investment advisor and money management firm.
www.bamservices.com
- Bugen Stuart Korn and Cordaro - Fee only wealth management including investment management, financial planning, retirement planning, estate planning and tax strategies.
www.bskc.com
- Cabot Money Management - Providing professional investment portfolio management.
www.ecabot.com
- Caleb Lawrence - Independent full service financial planning and investment..
www.clinvestments.com
- Camelot Fund - An absolute return, multi strategy investment company specializing in equity and foreign exchange investments.
www.camelotfund.com
- Capital Cities Asset Management - Specializing in active portfolio management using sector and style rotation strategies through mutual fund investing.
www.ccam.com
- Capital Investment Consulting - Investment advice and financial planning services.
www.4cic.com
- Capital Performance Advisors - Offers investment advisory services, asset management and financial planning.
www.cpacapital.com
- Capitalideasadvisors.com - Registered investment advisor providing disciplined investment management.
www.capitalideasadvisors.com
- Cardinal Capital Management - Fee-only investment advisor providing personalized investment management to individuals, trusts and retirement plans.
www.cardinalcapitalmanagement.com
- Carlton Maclachlan Shaw - Specialty service, investment firm for individual, institutions, corporations and non-profit organizations.
cmsinvest.net
- Carr & Associates, Inc. - Registered investment adviser specializing in managing portfolios of high grade convertible bonds and preferreds providing safety, income and growth.
www.carrconverts.com
- Carson Financial Planning Group - Financial planning and investment advice to entrepreneurs, professionals, executives and retired couples.
www.cfpgroup.org
- Cassady and Associates - Registered investment advisory and financial planning firm.
www.cassady.com
- Catalyst Financial Planning and Investment Management, Inc. - Full service investment advisory offering portfolio management and financial planning for high net worth individuals.
www.catalystim.com
- Chamberlain Group Financial Services - Provides investment advisory services, business succession planning and executive benefits.
www.chamberlain-group.com
- Charlton Group - Advise about business, finance, investing, mutual funds, rrsps, estate planning and insurance.
www.charltongroup.com
- Charter Investment Services, Inc. - Investment advisor with a focus on retirement planning and estate conservation.
www.charterinvestments.com
- Chatham Investment Management - Registered investment advisor in Savannah, Ga.
www.chathaminvestment.com
- Check Capital Management Inc. - Registered investment advisor.
www.checkcapital.com
- Claremont Financial Group - Registered Investment Advisor that assists individual investors and qualified retirement plans with financial planning and asset management services.
www.claremontfinancial.com
- Clearview Financial - Provides investment management and advice to individuals and businesses.
www.clearviewfinancial.net
- Clinton Group - Registered investment adviser managing investment funds for individual, institutional, and sovereign investors.
www.clinton.com
- Compass Advisors Inc. - Investment and estate planning.
www.compass-advisors.com
- Compass Investment Advisors - An independent and objective financial advisory firm serving the needs of individuals and their families.
www.compassinvest.com/index.html
- Conners Capital Management - Registered investment advisor, offering a large array of services and investment instruments to for personal needs.
www.connerscapital.com/index.html
- CornerCap Investment Counsel - Independent investment counseling and management firm focused on disciplined, long-term investments.
www.cornercap.com
- Cornerstone Capital Advisors - Fee-only financial planning.
www.ccadvisors.com
- Cornerstone Capital Management - Customized portfolio asset management and alternative investment solutions.
www.ccmadvisers.com
- Cornerstone Financial, Inc. - Financial planning firm specializing in domestic partnership relationships.
www.corstonefinancial.com
- Courtney Smith & Company - Investment management consulting and asset allocation services.
www.courtneysmithco.com
- Cox Financial Advisors - Investment advice, tax and estate planning.
www.coxfinancial.com
- Crescent Sterling Ltd - Individualized investment management and financial planning services.
www.crescentsterling.com
- Criseyde Capital Limited - Investment Management from a slighly different angle.
www.criseydecapital.com
- Crossroads Capital - Fee-based advise for business owners and individuals on retirement planning, tax strategies, executive compensation and stock options.
www.crossroadscap.com
- Daret Capital Management - An investment advisor firm specializing in the management of securities portfolios and retirement plans for individuals and small businesses.
www.daretcapital.com
- David Little, Investment Advisor - An investment advisor for Dundee Securities in Ontario.
www.davidlittle.com
- David P. Sims Investment Advisor - Financial consulting and planning. Large list of educational resources.
www.davidpsims.com
- Dayoub Financial Designs - A Registered Investment Adviser providing comprehensive financial planning services.
www.dayoub.com
- Denver Capital Advisors, Limited - Strategic money management for qualified clients.
www.denvercapitaladvisors.com
- Dion Money Management - Provides mutual fund based money management to larger investors.
www.dionmoneymanagement.com
- Dresner Financial Planning - Specializes in financial planning, contract negotiation, tax preparation, and investment advice for Clergy.
www.Clergyplanning.com
- DSC Financial, Inc. - Providing investment selection and portfolio management to individuals, families and private trusts.
www.dscfinancial.com
- Dynamic Fund Management, Inc. - Investment strategy following market timing model using the Rydex Bull and Bear Funds.
www.dfminvest.com
- Earnest Partners, LLC - Investment products including large-cap value, small-cap, balanced, and core fixed income.
www.earnestpartners.com/earnest2.htm
- ECM Capital Management - Registered investment advisor and a growth stock management company.
www.encinocm.com
- EconoStrat Advisory Corp. - Independent, registered investment adviser providing personalized financial planning and investment management services.
www.econostrat.com
- Elysium Wealth Management - Personalized investment strategies designed to meet the wealth objectives of you and your family.
www.elysiumwealth.com
- Emerging Money Corporation - Estate and tax planning services for stock owners through hedge loan backed stock to cash and family discount life programs.
www.emergingmoney.com
- 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.
www.emersonim.com/pages/emerson.htm
- Eric Sands Consulting - Financial management and wealth building strategies.
www.ericsandsconsulting.com
- EverTrade Advisors - Private portfolio management services.
www.everbank.com/investing
- F.L. Putnam - Independent investment counseling firm providing.
www.flputnam.com
- Farr, Miller and Washington, LLC - A Washington, D.C. based firm specializing in portfolio management and estate planning.
www.farrmiller.com
- Fidelity Capital Management. - Provides comprehensive financial planning services, including estate, retirement,and business continuity planning.
FidelityCapitalManagement.com
- Field Stone Financial - Full service financial management firm.
www.fieldstonefinancial.com
- Financial Services Advisory, Inc. - An registered investment advisory company in Silver Spring, MD.
www.fsainvest.com
- Finway Investment Advisors - Investment advisors specilising in structuring private clients wealth world wide.
www.finway.co.za
- FLC Capital Advisors - Provides financial and retirement planning, asset management and tax planning.
www.flccapitaladvisors.com
- Fletcher Asset Management Inc - Registered Investment Advisor.
www.fam-inc.com
- Flynn Zito Capital Management - Investment advisor offers services for the individual investor.
www.flynnzito.com
- Focus Financial Consultants - Fee-only financial planning and investment management services by CPA's and CFP's.
www.focusfinancialconsultants.com
- Forest Investment - Registered Investment Adviser providing investment management services for institutional investors in timberland.
www.forestinvest.com
- Future Funds Pty Ltd - Provides superannuation, retirement and investment advice to clients in Australia from Sydney to Perth.
www.futurefunds.com.au
- GA Bishop and Associates, LLC - Provides as-needed financial planning services and advice to people and small businesses.
www.gabishopandassociates.com
- GLB Group - Fee-only investment advisory specializing in building and managing growth-oriented equity portfolios.
www.glbgroup.com
- Global Trends Investments - A registered investment advisor working with individual and corporate clients.
www.globaltrend.com
- GoInvestit.com - Financial services to the individual and small business investor. Complete financial planning and employee benefits packages.
www.goinvestit.com
- Gould Asset Management - Specializing in disciplined, quantitative investment strategies and employing a globally diversified range of asset classes.
www.gouldasset.com
- Graebe Financial Services - Provides investment and legal advice, and manages personal and pension assets.
www.graebefinancial.com
- Gray Seifert & Co. - Advisory services for individuals and institutions focused on the creation and preservation of wealth.
www.grayseifert.com
- Greg Symons Investment Advisor - Financial planning and advice at the Institutional and Private Wealth Management level.
www.gregsymons.com
- Gross Capital Associates - Provides investor and public relations for publicly traded companies.
www.grosscapital.com
- Grovewwod Financial Management - Financial advice within the UK. Ability to buy online.
www.gfm-ifa.co.uk
- Gualario & Co., LLC - A Registered Investment Advisor that manages a variety of institutional and individual investment accounts. Specializes in equity and options strategies.
www.gualario.com
- Haberer Investment Advisor - Private and corporate account management. Current positions and opinions on the US stock markets.
www.haberer.com
- Halberstadt Financial Consultants, Inc. - Princeton, New Jersey based investment advisors. Specializes in financial planning, investment asset management, and risk tolerance analysis.
www.princetonadvisors.com/princetonadvisors.htm
- Hansen Wealth Management - Managed portfolio and financial advisory services.
www.hansenwealth.com
- Hartigan Financial Advisory, Inc - Financial planning and investment management in an independent.
www.hartiganfinancial.com
- Hatton Consulting, Inc. - Offering financial planning, retirement consulting, risk management and estate plans.
www.hattonconsulting.com/pages/index.htm?SPID=7534&OrgID=411
- Hawthorn - Investment consulting, reporting, fiduciary, and custody services to affluent families.
www.hawthorn-pnc.com
- HB Capital Management - We specialize in a mutual fund sector rotation program and a market timing program. Registered investment advisor.
www.hbcapitalmanagement.com
- Herick Asset Management - Independent investment advisory firm providing fee based, hourly or transaction brokerage and insurance services.
www.herick.com
- HGK Asset Management - Individual investment services and mutual funds for retirement funds of unions, corporations and individuals.
www.hgk.com
- Holt Portfolio Services - Registered investment advisor in Fairfax, Virginia.
www.treasurewalk.com/holt
- Hourglass Capital Management - Financial services to institutional and individual clients.
www.hourglasscapital.com
- Hrycyk Financial - Educator and financial advisor.
www.simplifylifetimemoney.com
- Independent Capital Management, Inc. - Independent professional advice.
www.icmfinancial.com
- Independent Fiduciary Services - All aspects of pension fund investing and fiduciary decisionmaking.
www.independentfiduciary.com
- Inland Empire Investment Advisors - A registered investment advisory firm offering "full-service" financial, tax, estate and tax planning.
www.ieia.net
- Investment Advice - Covers all areas of financial planning at all ages. Advice can be fee or commission based.
www.Bournemouthinvestments.co.uk
- Investment Advisory Services, Inc. - No fee consultation, personalized investment services.
www.iastexas.com
- Investor Solutions - Full service for index funds, asset allocation, investment management.
www.index-funds-asset-allocation-registered-investment-management.com
- Ivy Asset Management Corp. - Company information and part of the Bank of NY.
www.ivyasset.com
- J D Financial Consultants - Specialising in long or short term financial planning. regulated by the PIA.
www.jd-financial.com
- Janiczek & Company - Fee-only financial advisors in Denver, Colorado. Providing tax, estate and retirement planning services to individuals, trusts, pension plans and corporations.
www.janiczek.com
- Jensen Investment Advisory Services - Fee-only asset management and investment advice.
www.ponytailedpundit.com
- Johnston Investment Counsel - Full service, fee-based investment consulting and advisory firm serving institutions and high net worth individuals.
www.jicinvest.com
- Jolley Financial Services - Objective planning, tax and investment advice.
www.jolleyfinancial.com
- Jwa Financial Group, Inc. - Fee-based asset management, tax planning, retirement planning and estate planning.
www.jwafinancialgroup.com
- Kanalt Trust Company - Fee-only financial advice. Manage assets and serve as adviser, trustee or executor for clients.
www.kanaly.com
- Koehler Financial Services, Inc. - A registered investment advisor providing fully managed investment services to individuals, trusts, pensions, 401K plans and corporations.
www.koehlerfinancial.com
- Kooman & Associates, Inc. - Investment and estate planning firm with experienced professionals.
www.kooman.com
- Kurchner Capital Management Inc - Specializing in retirement, pension plans, 401, 403b, and profit sharing.
www.4pensionplanning.com
- Lawrence Capital Management - Asset allocation, strategy implementation and portfolio management.
www.lawrencecapitalmgt.com
- Lee Investment Consulting - A fee-only financial planning firm, and registered investment advisor located in Raleigh, North Carolina
www.leeinvest.com
- Legacy Capital Management, Inc. - Provides institutional-quality money management and boutique service to wealthy individuals and their families.
www.legacycapitalinc.com
- Lennox Financial - Portfolio and hedge fund management, current market commentary.
www.lennoxfinancial.com
- Liberty Ermitage Group - UK based investment advisory service that specialise in Hedge Fund investments.
www.liberty-ermitage.com
- Lifetime Financial Planning and Tax Services, Inc. - Financial planning and tax services.
lifetime-planning.com
- Live Oak Investment Management, LLC - Discretionary management on a flat fee basis for accounts of $250,000 and up.
www.liveoakinvest.com
- Longer Investments Incorporated - Registered investment advisor since 1985.
www.longerinv.com/pages/longer.htm
- Loudoun Capital Management - Asset management, tax and estate planning.
www.lcmwealth.com
- Loudoun Investment Advisors - Chartered financial consultant offers investment advisory and portfolio management services.
www.4lia.com
- LPL Financial Services - Registered investment advisor offers services nationwide.
webserver.lpl.com
- Lyster Watson and Company - A SEC Registered Investment Advisor specializing in the selection and monitoring of hedge funds for individuals and institutions.
lysterwatson.com
- Maas Capital Advisors, LLC - Offers financial planning, consulting and investment management services.
www.maascapital.com
- MacKellar & Associates - Estate and financial planning services, insurance and investment products.
www.mackellarassociates.com
- Managed Account Services, Inc. - A fee-only Registered Investment Advisor providing institutional quality, conservative, long-term global equity opportunities to investors worldwide.
www.fee-only-advisor.com
- Marathon Strategic Advisors, LLC - Strategies and solutions for the long-term investment needs of individuals, corporations, trusts, estates, and retirement programs.
www.mstrategic.com
- Marcia Joslyn Sill, Inc. - Professional investment advisory services on a fee-only basis to a select number of individuals, trusts, charities and employee benefit plans.
www.marciajs.com
- Market-Timing - Registered investment advisor offering market timing and fund selection techniques.
www.market-timing.com
- Market-Timing Technologies, LLC - Advisors and developers of risk controlled investment strategies for investors.
www.4-investment-advisor.com
- Marketpicture.com, Inc. - Designed to assist investors in trying to attain successful strategies. Analysis via computer graphics and commentary. For foundation trustees, retirement plan sponsors, we assist fiduciary responsibilities.
www.marketpicture.com/index.cfm
- Martin Capital Advisors - A registered investment advisor managing individual investment portfolios and mutual funds forlong term capital appreciation and income.
www.martincapital.com
- Maryland Capital Management - Investment management services to high net worth individuals, families and institutions.
www.mdcapital.com
- McDonough Capital Management - Financial advisory in areas of investment, retirement, estate tax, and insurance planning.
www.mcdonoughcapital.com
- McMahan Capital Management - Financial planning and investment advisory firm offering retirement and estate planning, and portfolio management. based in Indianapolis, Indiana.
www.mcmahancapital.net
- Meads Financial Consultants Ltd - UK based financial consultants.
www.meads-financial.co.uk
- Mercer Asset Management - Investment advisory firm providing portfolio management and financial planning services.
www.mercerasset.com
- Merk Asset Management Inc. - Traditional Swiss asset management company.
www.asset-management.ch
- Merriman Capital Management - Offers both market timing and buy-and-hold investment strategies investing primarily in mutual funds using a disciplined mechanical approach to investing.
www.MerrimanCapital.com
- Merriman Capital Management - Registered investment advisors that deal strictly with no-load mutual funds.
www.paulmerriman.com
- Michael Cotton, Investment Advisor - A fee-based investment advisor with no minimum asset requirements.
www.cottoncapital.com
- Millenium Trust Company, LLC - Trustee for IRA's, pension plans and personal trusts for individuals and investment advisors.
www.mtrustcompany.com
- Mitchell Capital - Registered Investment Advisor serving employee benefit plans, foundations, and individual investors with accounts of $400,000 and above.
www.mitchcap.com
- MKP Capital Management, L.L.C. - Private investment management company and registered investment advisor.
www.mkpcapital.com
- Monaghan Financial Services Inc. - Investment advisory firm providing portfolio management and financial planning services located in Denver, CO.
www.thecpaplanner.com
- Money Advisors Group - Registered investment advisor based in Tampa, Florida.
www.moneyadvisorsgroup.com
- Moneyworld-IFA - Company offers financial services products.
moneyworld-ifa.co.uk
- Montreal International Financial Services - Montreal based international financial services, project financing, asset management.
sudmediterraneefinance.ca
- Montvest - Independent investment advisor offering portfolio management services on a fee-only basis.
www.montvest.com
- MRM-Horizon Financial Advisors - Offering equity management services to high net worth individuals, families, and institutions.
www.mrm-horizon.com
- Nea Capital - Asset management and advisory services specializing in structured products and alternative investments.
www.neacapital.com
- Noesis Capital Management Corp. - Financial results consistent with our clients' investment goals, with capital preservation a priority at all times.
www.noesis-capital.com
- Noroian Capital Management - Registered investment advisors. Providing investment management services for individuals and corporations.
www.noroian.com
- Northwest Investment Counselors - Fee only investment advice and planning for individuals.
www.nwic.net
- Nottinghill Investment Advisers, Ltd. - SEC-registered adviser using a disciplined, quantitative approach to the management of primarily large capitalization equities.
www.nottinghilladvisers.com
- Nuland & Arshad, Inc. - Manages public and private investments for high net-worth individuals.
www.na-boston.com
- O'Brien Consulting, Inc. - Fee based Florida registered adviser with focus on large cap growth equities.
obinvest.com
- OakBrook Investments, LLC - A registered investment advisor specializing in domestic large cap equity investments.
www.oakbrookinvest.com
- Obermeyer Asset Management Company - Core business is investing for individuals, corporations and foundations.
www.obermeyerasset.com
- Old Dominion Capital Management, Inc. - Independent investment counsel, wealth management services, including asset management, estate and financial planning.
www.odcm.com
- Our Financial Advisor - Long term financial planning for a secure retirement.
www.ourfinancialadvisor.com
- Pacific Income Advisers - Investment management boutique in Santa Monica, California.
www.pacificincome.com
- Painter Financial - Offers investment advice, financial planning and asset management services.
www.painterfinancial.com/pages/index.htm
- PANDA Investment Advisors, Inc. - Investment advisory services and tax-efficient equity money management for individual investors.
www.pandainvestment.com
- Pantheon Investments, LLC - Registered Investment Advisor located in Chattanooga, TN
www.paninv.com
- Paradigm Financial Advisors, LLC - Fee-only investment advice, wealth management and estate planning.
www.pfaCLIENT.com
- Parish and Company - Investment research and management services.
www.billparish.com
- Payden-Rygel - Investment advisors assisting as equity, cash or fixed income managers including institutional asset and mutual funds management.
www.payden.com
- Peregrine Capital Management - Dynamic customized asset management for all types of investors.
www.peregrinecm.com
- Peregrine Capital Management, Inc. - Portfolio management with over $10 billion in assets.
www.peregrinecapital.com
- Pillar Point Equity Management, LLC - Registered investment advisor, managing separate account portfolios for institutions and high net worth.
www.pillarptequity.com
- Pinnacle Fund Management, Inc. - Specializes in managing portfolios of no-load mutual funds for IRA, brokerage, and retirement plan accounts.
www.pinnaclefundinc.com
- Pinnacle Investment Management, Inc. - Fee-only investment advisory firm that provides wealth management, retirement and financial planning.
www.pinnacle-investment.com
- Placemark Investments - Tax-efficient investment management solutions.
www.placemark.com
- Privest, Financial Advisors - Privest is a Mexican firm specialized in portfolio management for individuals, corporations and institutions.
www.privest.com.mx/e-home.html
- Putnam Investments - Investment management services for individuals and institutions nationwide.
www.putnam.com
- QCI Asset Management - Professional investment managers offering specialized and traditional money management services.
www.e-qci.com
- Quantum Capital Management, Inc. - Investment company specializing in customized stock and bond portfolio management for the retirement plan and trust market.
www.quantumcapitalmgmt.com
- Quest Investment Management, Inc. - Registered Investment Advisor in Portland Ore.
www.questinvestment.com
- R.W. Roge & Company - Financial planning and investment management for high net-worth individuals, business, pension plans, trust, or foundations.
www.rwroge.com
- Ray Morris, Financial Advisor - Specializing in asset allocation for retirement plans, such as 401k.
www.raymorrisfinancial.com
- Rayner Associates Investment Advisory - Professional asset management services to individuals and institutions.
www.raynerassociates.com
- Red Hills Capital - Manager of the Red Hills Value portfolio. Direct money management services located in Tallahassee, Florida.
www.rhasset.com
- Redmond, Haas and Lightfoot - Financial services for endowment funding, franchises, non profit organizations, and family businesses.
rhltech.com
- Redwood Empire Financial Advisors, Inc. - Wealth management solutions and financial planning on a fee-only basis.
www.redwoode.com
- Reilly Financial Advisors - Financial services firm whose core business is portfolio management.
rfadvisors.com
- Rick R Staggs, CFP - Registered Investment Advisor
www.rstaggs.com
- Riggs Capital Management, LLC - Fee-based investment advisor providing asset allocation services.
www.riggscapmgt.com
- RNC Capital Management LLC - Fixed income, taxable and municipal,and large cap blend equity strategies.
www.rnccapital.com
- Roberts, Glore & Co. - Financial planning to family offices, businesses and individuals.
www.robertsglore.com
- Robinson Investment Advisors - Offers investment plans based upon specific goals and needs.
www.onlineRIA.com
- Runnymede Capital Management - Research intensive investment firm headquartered in Mendham, New Jersey.
www.runnymede.com
- RXR Capital Management - A quantitative asset management company registered with the SEC and CFTC as a Registered Investment Advisor and Commodity Trading Advisor.
www.rxr.com
- S. J. Allcock Independent Financial Advisor. - Truly impartial, independent financial and investment advice for individuals and businesses.
www.impartial.uk.com
- Salient Financial Corp - Registered investment advisor for individuals and corporate retirement plans with at least $500,000 of liquid investment capital.
www.salientfinancial.com
- Sandalwood Securities - Hedge funds, alternative and non-traditional investment strategies. A multi-manager/multi-strategy approach to investing.
www.sandalwoodsecurities.com
- Santa Barbara Asset Management - Provides experienced investment counsel and portfolio management.
www.sbasset.com
- Sargent Bickham and Associates - Fee only firm providing services on an independent and objective basis.
www.sargentbickham.com
- SCORE Asset Management - Certified minority/woman-owned investment firm providing investing, brokerage trading, underwriting, and planning services as a registered investment advisor, broker-dealer, and financial planner
www.scoreassetmanagement.com
- Seasongood Asset Management - A Cincinnati, Ohio based investment advisor specializing in public finance portfolio management.
sgood.com
- Sectoral Asset Management Inc. - Specializes in managing global equity portfolios by industry, with private funds and sub-advisory mandates.
www.sectoralasset.com
- SELCO Financial Solutions - Financial planning and investment services.
www.selcofinancial.com
- SF Investment and Philanthropy - The San Francisco Bay Area Investment and Philanthropy Service provides personalized fee-based money management by Dr. Joe Caldwell, Chartered Financial Analyst.
www.sfinvestment.com
- Sheaff Brock Investment Advisors, LLC. - Investment advisory firm providing portfolio management and financial advisory services located in Indianapolis, IN.
www.sheaffbrock.com
- Sheffield Investment Management, Inc. - Registered investment counseling firm based in Atlanta, Ga.
www.shefinvestment.com
- Sherwood Investment Services - Fee-based investment advisory service providing personalized investment advice.
www.sherwoodinv.com
- Shilanski and Associates, Inc. - Investments and financial planning and education.
www.shilanski.com
- Siguler Guff & Company, LLC - Independent, multi-strategy private equity firm based in New York
www.sigulerguff.com
- Siligmueller Financial Management - Independent fee-only advisor providing wealth management services to high net worth individuals
www.siligmuellerfinancial.com
- Skip Weldon - Fee-only consulting services and public speaking engagements.
www.skipweldon.com
- Smart Investor - Invesment Managers providing institutional style, tax efficient portfolio management to retail investors.
www.smart-investor.cc
- Sonata Capital Group - Investment advice for individuals, families and foundations.
www.sonatacapital.com
- Sovereign Wealth Management, Inc. - Fee-only wealth management firm.
www.sovereignwealth.com
- Spyglass Investment Management Corporation - Registered investment advisory providing fee-based asset management to individuals and corporations.
www.eyeonyourfuture.com
- Stamford Asset Management Limited - Multi-manager investment solutions for institutions and high net worth individuals.
www.saml.gg
- Stein Investment Advisory Services - Designs and manages investments portfolios on a fee basis.
www.ivenue.com/steininvestmentadvisoryservices
- Stock Market Timing - Capital Growth Investors, a mutual fund market timing group which aims to make money in rising and falling markets.
www.cisnet.com/benc
- Stolper & Company - Investment advisory firm for high net worth clients.
www.stolperco.com
- Strategic Analysis Corporation: - Offers a balance sheet driven perspective for company valuations to simplify stock selection and portfolio management.
www.sacresearch.com
- Strategic Capital Management - Investment and financial planning consultancy, offering money management, disability, executive benefits, asset allocation, health insurance and retirement planning.
www.gotoscm.com
- Strategic Investment Advisors - Briefly qualifies a range of financial services, including alternative investments such as capital guaranteed hedge funds. Also private equity services and shareholder protection plans.
www.strategyriskmanager.com
- Street Asset Management. - Ranked number two in Nelsons Worlds Best Money Managers in the U.S.
www.streetassetmanagement.com
- Structured Finance Advisors - Specializes in asset backed securities, including subordinated structures and collateralized bonds obligations.
www.sfa-invest.com
- Sycamore Financial Group - Regional firm that specializes in investment management.
www.sycamoreweb.com
- T. Leavell and Associates - Offers a broadly diversified portfolio of high quality stocks and no load mutual funds.
www.tleavell.com
- TCI Asset Managers, Inc. - Flat-fee advisory firm located in Tucson, Arizona that offers a variety of financial and investment services.
www.azflatfee.com
- Tellus Capital LLC - Investment opportunities and merger and acquisition advice to accredited investors and US financial institutions.
www.telluscapital.com
- Tennenbaum & Co., LLC - Specializes in making strategic investments in special situations with a value and event-driven approach.
www.tennenco.com
- The Hickory Group Limited - A value-oriented investment advisory firm with over 150 years combined financial experience.
www.hickorygroup.com
- The Monitor Group, Inc. - Nationally recognized fee-only financial planning firm, located in Fairfax, Virg.
www.monitor-inc.com
- The Savant Group - Independent, privately-owned, fee-only investment advisory firm.
www.thesavantgroup.com
- Thompkins Financial Advisory Service - Performs technical analysis on fidelity sector funds and advises clients on when to buy, what fund to buy and when to sell and move to cash.
www.fund-analysis-fidelity-sector.com
- Tonello Capital Management - Tonello Management uses no-load, asset allocation strategies, to lower your risk while optimizing your return. Licensed CPA and Certified Financial Planner.
www.tonellomanagement.com
- Topper Capital Management, Inc. - Registered Investment Adviser providing management services on a fee basis.
www.toppercapital.com
- Towle & Co. - Invest principally in publicly-traded, micro-capitalization companies.
www.towleco.com
- Trademark Capital Management - Fee-based advisory firm specializes in financial planning and investment management.
www.trademarkcapital.com
- Trend Dynamics - Provides 401(k) allocation assistance as well as investing via proprietary investment software and services.
trenddynamics.com
- Trinity Asset Management Inc. - Fee-based investment management for high net worth individuals, as well as charitable trusts and foundations.
www.trinityasset.com
- Trinity Financial Services - We offer investment advice.
www.tfs.net.au
- Trusskey Investment Advisors - Fee based asset management firm.
www.OurMoneyFirm.com
- Tully & Co. Investments, LLC - Registered investment advisor offering financial services.
www.tullyinvestments.com
- Uptick Investment Advisors - Asset management for individuals and small businesses.
www.uptickadvisors.com
- V. J. DeMuro & Assoc., Inc. - Registered investment advisors providing fee based comprehensive portfolio design and management.
www.investmentmgr.com
- Vector Financial Network, Inc. - Provides fee-based financial consulting, wealth and investment management.
www.vfnadvisors.com
- Venus Capital Management - Registered investment advisor.
www.venuscapital.com
- Verity Investment Counsel, Inc. - Independent, fee-only registered investment advisory firm.
www.verityinvcounsel.com
- Victory Asset Management Co., Inc. - No-load, fee-based asset allocation models.
www.victoryasset.com
- Wachovia Securities - Full-service brokerage, asset management, and access to lending, trust, and investment banking expertise.
www.knox.wbsec.com
- Walcross Assurance Services - Contact information for walcross assurance services.
www.walcross.co.uk
- WealthUSA - Registered investment advisor offers asset protection and financial services.
www.wealthusa.com
- Weiss Money Management, Inc. - Registered investment advisory, coordinate asset allocation, retirement and estate planning.
www.weissfund.com
- Welch Group - Registered investment adviser located in Birmingham, Alabama.
www.welchgroup.com
- West Coast Asset Management - Focused on long-term capital appreciation with limited risk and personal equity management.
www.wcaminc.com
- Westend Capital Management - Portfolio management trust services financial planning and hedge fund in San Francisco.
www.westendcapitalmanagement.com
- Wheeler/Frost Associates, Inc. - Registered Investment Manager offering free newsletter, portfolio tips and other information.
www.wheelerfrost.com
- William D. Witter, Inc. - Registered investment advisor that offers money management services to individuals and institutions.
wdwitter.com
- Windermere Investment Associates - Fee-based investment consulting firm and SEC-registered investment advisor.
www.windinvest.com
- Windsor Financial Group, LLC - Managing assets for high net worth individuals, community banks, and institutional clients.
www.wfgweb.com
- Winham Capital Management Boston - Advisory services for institutional investors. Asset allocation.
www.wcmbllc.com
- Woodard & Company Asset Management Group, Inc. - Fee-only investment advisory firm providing balanced asset management in traditional investments for individuals and institutions.
www.woodardassetmanagement.com
- Woodmont Investment Counsel, LLC - Fee-only investment manager focused on high-quality growth stocks.
www.woodmontcounsel.com
- World Growth Capital Management - Registered investment advisors specializing in Internet stock portfolios and other equity investments.
www.worldgrowth.com
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