- Abbott Capital Management, LLC
- Focuses on private equity, venture capital, buyouts and special situations. Constructs portfolios and manages investments.
- Alan B. Lancz & Associates
- Located in Ohio and offering investment advice, philosophy, services and resources.
- Dresner Financial Planning
- Specializing in financial advice for clergy members.
- Forest Investment Associates
- Located in Atlanta and offering investment services and information about strategies as well as other resources.
- JB Hanauer & Co.
- Offers investment products and services along with resources, news and events.
- Lighthouse Capital Management
- Based in Houston with offices in Dallas and offering investment management and financial support services to individuals, families, trusts and institutions.
- RIA Compliance Consultants
- Registration and compliance services for new and existing investment advisors.
- Roman Financial Advisors
- San Diego based investment counselor offers fee only financial planning to help people achieve financial independence.
- Tara Global Co.
- Provides portfolio analytics and investment advice for individuals, financial professionals and financial institutions.
- Wheeler/Frost Associates, Inc.
- Featuring financial advice, investment management and retirement resources.
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