- Acadia Asset Advisors
- Provides analytical software to institutional investors to compare and contrast securities in the S&P 500 using fundamental data.
- ADVISORport, Inc.
- A provider of scalable managed account technology and operational services.
- Banc of America Investment Services
- Offers commission free online stock trading with self-directed brokerage accounts.
- Clearbrook Investment Consulting
- Provides corporate and public retirement plans, endowments, foundations, and high net worth families with independent investment advisory services.
- ClearStation
- Online community integrating portfolio management with investment education and the essentials of technical analysis.
- Commonfund
- Offering fund management and investment advice for nonprofit institutions.
- Fisher Investments
- Money management firm specializing in serving affluent individuals and prestigious institutions through separately managed accounts.
- Mercer Investment Consulting
- Provides investment advice and practical solutions for market strategies and portfolio management.
- MSCI Barra
- Provider of investment decision support tools to investment institutions worldwide.
- Terra Nova Financial, LLC
- A specialized financial services firm focused on supporting trading professionals with active trading, prime brokerage and clearing services.
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