Investment Money Managers in the Best of the Web Directory

Investment Money Managers

Advance Investments Limited

Provides advice to both individuals and companies on all aspects of financial planning.

Advisor Partners

Creates comprehensive investment portfolios and manages client accounts on behalf of the professional investment advisor.

Albion Financial Group

An investment management and financial advisory firm.

Altruist Financial Advisors LLC

A fee-only financial planning and portfolio management firm.

Ambassador Capital Management

An investment management and advisory firm specializing exclusively in the fixed income markets.

Ancora Advisors

Independent investment managers providing wealth management strategies including fixed income, value equities, and mutual funds.

Appel Financial Group

Provides managed account financial services to qualified high net worth clients.

Ariba GLB Asset Management, Inc.

An independent fee-based investment advisor to individuals, pensions and trusts.

Atlantic Financial

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.

Baker Street Advisors Group

Providing customized wealth management solutions to financially successful individuals and families.

Barclays Wealth Management

UK based company offering individually tailored wealth management services.

Barrett Capital Management, LLC

Provides asset management and investment advisory services to the high net worth investment community.

Bell Capital Management, Inc.

Providing investment strategies to institutions, financial advisors, corporations, and individuals.

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.

Caleb Lawrence Registered Investment Advisor Inc.

Offering traditional investment brokerage services involving stocks, bonds, mutual funds.

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.

Cardinal Capital Management Inc.

A capital management company investing for individuals, institutions, trusts, profit sharing plans and others.

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.

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.

Dominion Partners

Providing a full range of merger and acquisition advisory services.

Drake Management

An SEC registered investment advisor specializing in active fixed income strategies.

Dresner Financial Planning

Specializes in advising and being an advocate for clergy and their family in all financially related issues.

DS Bross Financial Advisory

A fee-only, personal, tax and financial advisory firm.

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.

Earnest Partners

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.

ELCO Management Company, LLC

Offers investment solutions for high net worth individuals and institutions.

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.

Evanson Asset Management

Specializing in index and passive management, low cost, fixed annual retainer fees.

F.L.Putnam Investment Management Company

An independent firm that provides a comprehensive range of personalized investment management services.

Farr, Miller & Washington LLC

Providing conservative long-term portfolio management to individuals and institutions in the Washington, D.C. Area.

Fidelity Institutional Asset Management

Resources for institutional clients, including publications, research, news, and market updates.

Fiduciary Financial Services of the Southwest

Provides a blend of investment, retirement, tax and estate planning services.

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.

Financial & Investment Management Advisors, Inc.

An independent fee-based financial planning and investment advisory firm.

GA Bishop and Associates

Provides unbiased financial advice and coaching to people from all walks of life.

Gluskin Sheff

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.

Gold Leaf Capital Management, Inc.

A registered investment advisory firm specializing in lower risk investment strategies.

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.

Grayeli Inc.

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.

Haven Capital Management LLC

Offers investment management services to institutions and individuals.

Heron Capital Management, Inc.

Providing fully managed investment services to a variety of clients including individuals, trusts, pension funds, 401K plans and corporations.

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.

Investment Compliance, Inc.

Provides regulatory compliance support and planned onsite internal audits as registered investment advisors out of New York City.

Investor Advisory Group

A fee-based registered investment advisor firm.

Investor Solutions

An independent, fee-only investment management firm specializing in low cost, tax sensitive, low risk, globally diversified investments for our clients' portfolios.

Ironman Financial

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.

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.

Kanaly Company

Providing clients with financial planning and management assistance.

Ken Fisher

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.

Kunlun Capital

Value oriented and fundamentally driven investment management firm. We seek to invest in Asian equities trading below their intrinsic value.

Laidlaw Group, LLC

A SEC registered investment advisor specializing in domestic equities.

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.

Lawrence Capital Management

A small, private organization committed solely to managing the assets for a limited number of clients.

Lee Overlay Partners Limited

A specialised investment management firm, dedicated exclusively to external active currency overlay for institutional investors.

Legg Mason Capital Management

Manages assets for clients around the globe including corporations, public funds, governments, endowments and foundations.

Lodestar Investment Counsel, LLC

An investment company providing customized professional money management.

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.

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.

New Amsterdam Partners LLC

Offering large cap, mid cap, concentrated and socially responsible investment strategies to institutional investors.

New England Schooner

Providers of financial planning and retirement plan services in New England.

Nicholson Capital Management, Inc.

Provides investment management and financial consulting services to a wide range of clients.

Noesis Capital Management

Offers investment management services to individual and institutional clients worldwide.

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.

Pantheon Investments, LLC

Money management firm offers investment management services.

Paradigm Financial Advisors, LLC

Offering comprehensive financial planning and investment services.

Parsons Capital Management

Provides comprehensive investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations.

Philadelphia International Advisors, LP

Offering international investment management services.

Pinnacle Investment Management Inc.

Providing sound unbiased financial advice. The company does not sell financial products.

Polaris Capital Management, LLC

A global and international value equity manager, serving the investment needs of institutions and individuals.

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.

Redi Investments

Investment management and brokerage services, commodity trading advisor, financial and commodity markets.

Rhoads Lucca Capital

Offers money management and retirement investing advice from independent investment advisers using livable wealth management strategies.

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.

Runnymede Capital Management

A research-intensive investment firm devoted to developing and implementing strategies to help clients reach their life and investment goals.

Sadoff Investment Management LLC

Manages assets for a broad spectrum of clients.

Sage Financial Group

Provides investment advisory and financial planning services to individual investors, their families and charitable organizations.

Schnieders Capital Management, LLC

Provides wealth management for individuals, families and corporations.

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.

Shearwater Capital

Fee only registered investment advisor offering customized tax-efficient investment solutions, dimensional fund advisors, exchange-trades funds, index funds.

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.

Technomart Investment Advisors

Specializes in developing fluid, agile, and unique portfolios that take advantage of both a bull or bear market.

Terry Balding & Associates

Specializes in creating customized investment portfolios, financial planning and estate planning.

TFS Capital

Manages the Huntrise investment partnerships as well as individual accounts for qualified clients and accredited investors.

Trademark Capital

Specializes in comprehensive financial planning and investment management.

Tweedy, Browne Company LLC

Firm provides information on history, philosophy, research and reports, and funds.

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.

Vance Capital Management

Offering economic research, timing signals, and active investment management strategies.

Vanderbilt Capital Advisors, LLC

Focused exclusively on managing fixed income portfolios for our institutional clients.

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.

Verity Investment Counsel, Inc.

A fee-only investment advisor.

Washington Securities Corporation

Designs custom portfolios that generate monthly income for clients.


Investment and wealth management services.

Wegener, LLC

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.

Zone Alliance

Offers an integrated suite of consulting services covering various business zones.

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