- 1-800-Mutuals - financial planners specializing in providing unbiased retirement planning advice through mutual funds investments.
- 165 Services, Inc. - helping financially injured investors recover investment losses through tax benefits.
- 4FinancialPlanners.com - national register of Certified Financial Planners and investment advisors, searchable by zip code.
- A.N. Culbertson & Company - financial planning services and investment counsel, including employee retirement plans, portfolio management, and lifetime financial plans.
- Abbot Financial Management
- Advisor World - offers system for matching consumer needs to the qualifications of tax, accounting, and financial advisors.
- Aeltus Investment Management - offers equity, fixed income, and multi-asset investment strategies.
- AIG SunAmerica - conducts its business through five segments: annuity operations, asset management, retirement trust services, broker-dealer operations, and premium financing.
- Alexandria Financial Associates - offering financial, retirement, and tax planning, divorce consultation, business valuation, and more.
- Allegheny Financial Group - financial planning consultants specializing in investment services, asset management, broker services and mergers and acquisitions.
- Alliance Capital Management (NYSE: AC ) - provides investment management services to institutional clients, high-net-worth individuals, and mutual fund investors.
- Allstate Financial Services - offers agents providing financial products and planning services for retirement, home buying, college costs, and more.
- American Institute of Certified Public Accounting (AICPA) - CPA/PFS - offers information about and directory of professionals holding the CPA/PFS accreditation.
- AZROC Capital Management, Inc. - investment advisory and money management firm serving both institutional and individual clients.
- B& H Wealth Management - offers financial and estate, planning and investment management.
- Bailard, Biehl & Kaiser - creating custom-tailored, single or multi-asset portfolios for high net worth individuals and institutions.
- Banknorth Investment Management Group - provides personal wealth management, estate planning, trust services, and institutional retirement plan and investment management services.
- Bell Investment Advisors - hands-on financial management, researching highest performing no-load funds, as well as stocks and bonds.
- Business Planning Group - offers library of financial calculators, articles, tax tips, and financial glossaries.
- C.W. Henderson & Associates - investment counseling firm specializing in tax-exempt municipal securities.
- Camarda Financial Advisors - certified financial planners offering investment advice and articles about taxes, insurance, retirement, and estate planning.
- CC&L Private Capital Management - offers personalized investment services.
- Centre for NRI Services, The - provides investment, taxation, immigration, medicare, and real estate services.
- Cincinnati Asset Management - offers two complimentary programs for investors¿ core fixed income allocations of long term diversified portfolios: investment grade and high yield bonds.
- Circle Trust Company - offers investment, asset, and trust services.
- City Life Asset Management - offers financial advice and asset management services.
- Compasspoint Wealth Management - offers individual investment management, retirement and financial planning, life and health insurance, long-term care, debt management and elimination, college funding, annuities, and Roth IRAs with 401ks for businesses.
- Conseco (NYSE: CNO ) - offers life and specialized health insurance, real estate financing, and investment products and quotes nationwide.
- Cooper Linse Hallman Capital Management, Inc. - provides market timing and risk management services.
- Cortal Consors Luxembourg - specializing in the management of private investment funds. Also in French and German.
- Coughlin Financial Services, Inc. - services include financial, retirement, and estate planning, creation of investment policy statements, and asset management.
- Critical Capital - practical help and planning tools with a step-by-step process for deciding what to do with employee stock options.
- Dan Goldie Financial Services - certified financial planner (CFP) offering investment management and personal wealth planning services for individuals and families.
- Diversified Securities, Inc. - offering a full range of investment services.
- DLH & Associates - specialized in mutual funds investment and retirement savings planning.
- DSM Capital Partners - investment advisor offering separate managed accounts, as well as certain pooled investment vehicles, to both individual and institutional investors.
- Eagle Financial Advisors - fee-only wealth management firm, offering investment management, financial planning, tax planning, tax return preparation, and other financial services.
- Eagle Star - life assurance company providing a full range of Irish pension, investment, savings, and protection products.
- Eagle Star International Life - life insurance, retirement benefits, and investment services in Europe, Latin America, Middle East, Asia, and Africa.
- EF Moody - registered investment advisor offering comprehensive info on insurance, financial planning, and investments.
- eFinancialProfiles.com - offers sample case studies, articles, and calculators for retirement, education, investment, and estate planning.
- EFS Financial Resources - helps preserve your estate, plan wealth accumulation strategies, reduce estate and income taxes, develop retirement plans and continue your farm/business.
- Emerald Planning Services - offers investment advice, risk management, and financial and retirement planning services.
- Equity Investment Advisors & Sharebrokers Ltd. - offers finance and investment services such as real estate and property advice and other opportunities in New Zealand.
- Erlandson, David CFP - American Express financial advisor providing financial alternatives and options for clients seeking to make informed decisions about retirement.
- Executive Financial Planning - offers personal financial planning and the Values Investment Portfolio for morally responsible investing.
- F. I. Founders Asset Management Ltd. - investment house that specializes in trading and investments worldwide and specifically in emerging markets, mostly in C.I.S. and Eastern Europe.
- Family Office Exchange, Inc. - wealth management firm for families. Services include recruiting for advisors.
- Fiduciary Trust Company - management of assets and the administration of trusts for individuals and families.
- FinanceGrrl - network of financial services professionals across the United States who are available to help you sort out your finances - whatever state they're in.
- Financial Economics Consulting Group, Inc. - offering financial management advice to individuals and businesses.
- Financial Management Consultants (FMC) of Virginia - fee-only personal financial advisory firm implementing and managing plans on an on-going basis.
- Financial Planners Index - provides calculators, reports, financial planning information, and a national advisor directory.
- Financial Planning Association (FPA) - community that fosters the value of financial planning and advances the financial planning profession.
- Financial Planning Consultants, Inc. - provides active dynamic asset management.
- Financial Planning Perspectives - serving clients in Ohio, Minnesota, Missouri, Michigan, and Colorado.
- Financial Resource Associates - provides comprehensive investment and financial planning strategies and advice.
- Financial Services Center, The - Bill Holubec, CFP, CFS, CLU, offers investment planning including financial and estate planning, education and retirement planning, and money management services.
- Finesco Associates, Inc. - offering general financial planning, retirement and tax planning, annuities, investments, and long term care insurance.
- First Financial Advisors - fee-only management through allocation of no-load mutual funds.
- Flemings - investment management. Equity, bond, guaranteed, managed portfolio, and money funds.
- Friedberg Investment Management, Inc. - money management firm, focuses on long-term investment objectives.
- Froley, Revy Investment Company, Inc. - money manager who specializes in convertible bonds and preferred stocks. Clients include pension funds and foundations.
- Frontier Partners, Inc. - provides strategic consulting and business development representation to institutional investment management firms.
- Galecki Financial Management, Inc. - offers fee only financial planning and asset management services.
- Geier Asset Management - offers comprehensive financial planning, asset management, and family office services.
- General Electric Financial Network - offers a full array of products including insurance, long term care, mortgages, annuities, and mutual funds.
- Global Financial Advisors, Inc. - specializes in fee based services from financial planner licensees for individuals and small business owners.
- Gofen and Glossberg - investment counselling firm serving diversified portfolios for individuals, trusts, corporations, employee benefit plans, endowments, and others.
- Goldsmith Mellon DeLosReyes, Inc. - money management firm utilizes portfolio theory and efficient frontier disciplines for individual and institutional investors.
- Greycourt, Inc. - services include investment consulting, portfolio design, and asset allocation.
- Guardian Capital Advisors, Inc. - provides investment solutions based on investment management and risk analysis.
- Guardian Trust Company - trust and investment management services for individuals, small businesses and charities.
- H.D. Vest Financial Services - provides products and services to assist tax and accounting professionals in becoming financial services centers for their clients.
- Hammer Capital Management, Inc. (HCMI) - registered investment advisor providing fully managed investment services to a variety of clients including individuals, trusts and corporations.
- HedgeLender Partnership - offers stock loan financing and structured equity lines of credit for stock owners.
- Heron Capital Management - SEC registered investment advisor providing investment services to individuals, trusts, pension funds, and corporations.
- Highmount Capital, LLC - independent, multi-family office providing strategic, financial, and investment advice for a select group of individuals and families.
- HSBC Investment Management - provides discretionary and advisory services to U.K. and international private clients, family trusts, charities, private unit trusts, and self-administered pension funds.
- Hutchens Investment Management - disciplined, value-oriented investment management for individuals and institutions.
- Index Funds Advisors - fee-only investment advisor specializing in index funds. Includes research demonstrating the long-term superiority of index funds over other investments.
- Infostock.com - online investment advisory service devoted to help provide investors the information for self-directed financial life management.
- ING - provides investment banking, insurance, and asset management services.
- ING USA - offers a range of investment services and products for individuals and institutions including asset management, mutual funds, and life insurance quotes.
- Insight Capital Research & Management - specializes in managing growth equity portfolios.
- Integra Capital Management - features up-to-date fund prices and market commentaries.
- Investa, Inc. - investment advisiors and money managers specializing in indexing and enhanced index strategies.
- Investment Management Associates, Inc. - investment advisory firm managing portfolios for individuals, corporations, retirement plans, trusts, and endowments.
- Investors Capital Management, Inc. - provides range of services including investment management, second opinions, estate planning, small business 401(k), and other pension plans.
- Investors Solutions - specializes in affluent investment management and asset allocation services.
- InvestorTree - find certified financial planners including retirement specialists, fee only investment advisors, money managers, estate planners, and more.
- iOptions - employee stock option solution for financial advisors, employees, and corporations, featuring client management and modeling tools, fundamental options education, and alternative investment and hedging strategies.
- Ivy Asset Management Corp. - specializes in multi-manager alternative investments, particularly hedging products.
- Jabez Advisory Group - provides personal and corporate portfolio analysis and asset allocation as well as tax, financial, and insurance planning.
- Jacobus Wealth Management, Inc. - offering wealthy individuals and families customized solutions to financial challenges.
- Javelin Wealth Management - provides financial advice on everything from investment funds to insurance.
- Jefferson Pilot Securities Corporation - provides long-term securities and insurance solutions to individuals and small businesses.
- Julius Baer Group
- KCM Investment Advisors - investment management company that manages domestic and international equity and fixed income portfolios for individuals and institutions.
- Kenneth J. Gerbino & Company - management of distinct investment accounts.
- Kentucky Financial Group (KFG)
- Kit Cole Investment Advisory Services - specializes in helping women and families reach financial goals.
- Kochis Fitz Wealth Management - provides comprehensive financial planning services to professionals, business owners, and other individuals of substantial income, assets, or high net worth.
- Lanson Financial - independent offshore investment monitoring service for expatriates.
- Legacy Capital Partners - conservators of wealth and investment advisors for high net worth clients and institutions.
- Liberty Financial Companies - provides asset management, investments, annuities, mutual funds, retirement plans and a young investor program.
- LifeMap - provides customized retirement, investment, and estate planning. Business continuation and special projects can be included with additional fee.
- Lincoln Financial Advisors - delivers objective and strategic advice designed to preserve, grow, and transfer clients' assets to help meet their financial goals.
- Linwood Investment Advisors - investment and portfolio management for growth-oriented investors. Mutual fund selection and management.
- Losch Management Company - offers investment advisement services for high net worth individuals.
- Lutheran Brotherhood - not-for-profit fraternal benefit society that offers financial products and services to Lutherans.
- Lyon Capital Management - provides investment management services for individuals and small businesses.
- M&K Financial Services LLC - offers strategic financial planning services including retirement, estate tax, pensions, and insurance planning to protect and preserve generational wealth.
- M.D. Sass Investors Services, Inc. - offers investment management services to financial institutions, state and local governments, Fortune 500 companies, and high net worth individuals.
- Manitou Investment Management - provides discretionary investment management, tax planning, and custodial services.
- Marshall & Ilsley Trust and Investment Management - Milwaukee, WI - registered investment advisor providing counseling services nationwide to corporations, not-for-profit organizations and individuals.
- Martin Capital Management - serves a diverse client base with investment strategies tailored to individual risk tolerances.
- Mason Asset Management - registered investment advisor offering asset management services.
- McGibbon Asset Management - provides asset management for personal financial portfolios.
- Media Venture Partners - provides media brokerage, capital raising, and merger and acquisition services for media, emerging telecommunication, and information technology companies.
- Mediqus Asset Advisors, Inc. - financial planning, asset and investment management services for healthcare professionals and organizations.
- Medley and Brown - fee-only firm offers advisory and asset management services to individuals, families, small businesses, foundations, and retirement plans.
- Merit Advisors - offers asset management services.
- Merriman Capital Management - offers buy-and-hold and market timing strategies to investors building or maintaining their retirement portfolios.
- Michael Dallas Annuities - financial planner, offering annuity information including current annuity interest rates, income annuity guide, and online order forms.
- MLC Investments - offers superannuation, mortgages, insurance and more.
- Money Concepts International, Inc - a network of financial planning centers.
- Montrusco Associaties, Inc.
- mPower Advisors - offers investment advice, retirement planning, and fund and plan information.
- Murray Financial Group - provides personal and professional financial advice including investment management and financial and retirement planning services.
- MyFinancialAdvice.com - connects consumers to pre-screened, objective financial advisors who conduct business over the Internet.
- MyOptionValue.com - specializes in employee stock option returns.
- National Financial Partners (NYSE: NFP ) - financial services distribution network offering specialized financial care to corporations and high net worth individuals.
- Navellier - asset manager offering separate accounts, and domestic aggressive growth no-load funds to individuals and investment advisors on a no transaction fee basis.
- Newport Investment Advisors, Inc. - specializing in fixed income and equity investment management with an emphasis on preservation of capital.
- NextGen College Investing Plan - designed as a tax-advantaged way to save for the rising costs of higher education.
- No-Load Fund Advisor, The - manages client funds through a balancing of growth with safety.
- Normandie Capital Management
- North East Asset Management - specializes in fee-only financial planning and investment management services.
- Northwestern Mutual Financial Network - provides guidance on insurance, investment products and services, and retirement and estate planning.
- Nuveen Investments (NYSE: JNC ) - investment management firm, helping financial advisors build relationships with affluent and high-net-worth investors.
- O'Sullivan Sims & Hogan - offering portfolio management for individuals and institutions. Site includes weekly commentary on various markets.
- Oberweis Asset Management, Inc. (Nasdaq: OBMDX ) - brokerage, portfolio, and mutual fund management services.
- Opes Capital Management - investment management services for individuals and institutions. Investments include equities, options, futures, and fixed income securities.
- Oxford Financial Group, Ltd. - registered investment advisor offering fee-only, financial, and investment advisory services to individuals, families, and their trusts.
- PaladinInvestors.com - helps investors find, evaluate, and select personal financial planners and advisors.
- PDP Capital - offers alternative investment management, investment diversification, and hedge funds.
- Peak Financial Management, Inc. - registered money management firm that offers a full service approach to financial planning with tailored investment management programs.
- Pension Evaluators at Tryon, Inc. - provides pension evaluation services.
- Perpetual Investment Management Services Limited
- Phoenix Investment Partners
- Pillar Capital Advisors - manages a broad range of account portfolios including retirement, foundation, individual, and corporate.
- Pinnacle Financial Services - helping individuals and small to mid-sized businesses achieve their investment and retirement goals.
- Pittsford Capital Group - offers financial services including retirement advice, consulting, fixed investments, and brokerage services.
- Planned Asset Management - specializes in tax advantaged and income investments, money management, mutual funds, life insurance, estate planning, and retirement planning.
- Planned Financial Services - provides services to increase and protect your assets.
- Platinum Financial Planners, Inc. - specializing in estate planning, Medicaid planning, stabilizing portfolios, and asset protection.
- Polynous Capital Management (Nasdaq: PAGFX )
- Primerica: Financial Needs Analysis - describes Primerica's financial needs analysis programs.
- ProLow - offers flat fee investment advice and financial consulting services featuring no-load mutual funds.
- Quantum Investment Service - offers personalized investment management service to individuals and businesses.
- R. G. Niederhoffer Capital Management - alternative investment manager employing a primarily contrarian strategy to trade global equity, fixed income, and commodity markets. Non-correlated with S&P 500, bonds, managed futures.
- Ranson & Associates - offers a variety of UITs.
- Raymond James Financial Services - provides counsel, financial education, direction, and planning.
- Reliance Financial Services - trust and investment management financial services including investment consulting, employee benefits, retirement plans, estate planning, and tax planning.
- Ric Edelman - official site for the financial planner, author, and radio personality.
- Richard C. Young & Co. - offers portfolio management, financial advising, and family investment services.
- Richardson Financial Group - estate retirement and wealth planning services.
- Rockhaven Asset Management
- Sagemark Consulting - provides advice regarding retirement, investment, and estate planning.
- Santa Barbara Asset Management - provides investment counsel and portfolio management.
- Save Daily - online micro investing in several mutual funds through small contributions or shopping rebates from selected online retailers.
- Schield Management Company
- Schwarz Signs - deaf financial planner helping deaf and hard of hearing people move toward their financial independence goals.
- Segall Bryant & Hamill Investment Counsel - provides independent investment counsel for management in equity, fixed income, and balanced investment strategies.
- Sentinel Trust Company - Houston-based company dedicated to providing financial planning, alternative investment resources, and wealth management services to high net worth families.
- Sestina Network - provides fee-only financial planning.
- Sigma Management - asset management company providing real estate, corporate, and personal financial planning services.
- Silicon Valley Capital Management - can direct your capital into the exciting arena of growth stock investing.
- Sosnowy Investment Management Company, Inc. (SIMCO) - investment advisory firm offering a contrarian risk management strategy.
- Springer Investment Management - provides independent professional investment advice.
- SSI Investment Management, Inc. - Offering hedged investments designed to combat market volatility.
- St. Denis J. Villere & Company - specializes in investment management advisory services.
- Stemark & Associates - provides comprehensive estate and financial planning services for the disabled, those with lifetime special needs, and their families.
- Stemple, W. Gary CFP - financial advisor providing investment, insurance, and financial planning advice, content, and calculators.
- Stolper & Company - provides investment advisory services for high net worth individuals, foundations, and endowments including selection of investment managers and mutual fund portfolios.
- Strategic Advisors Corp. - manages portfolios for long or short term equity, income, and balanced accounts for affluent individuals and institutions.
- Sullivan, Bruyette, Speros & Blayney, Inc. - offers to help select individuals and businesses manage their finances successfully.
- Summit Financial Strategies - fee-only financial planning and investment advisory firm.
- Timothy J. Watters, CFP - provides financial planning tools and information for companies and individuals.
- Towry Law Group - offers advice and financial services for individuals and businesses.
- Transtrend Vermogensbeheer - professional asset manager specializing in well researched, systematic trading strategies (in English and Dutch).
- Triad Investments, Inc. - provides investment counseling, IRA rollover assistance and other financial advisory services, including stock purchases, 401K and pension services.
- TriArc Advisors - network of attorneys, accountants, investment consultants, and financial planners.
- Trust Company of Illinois - provides personalized, proactive investment management and other financial services to clients in and around the western Chicago suburbs.
- Trust Company of Kansas, The - trust and investment management services for inviduals, businesses, and charitable clients.
- Turtle Trading - offering international money management for both small and large investors.
- Wall Street On Line Financial Services - offering and servicing mutual funds, variable annuities and life insurance related financial products for individual or company retirement needs.
- Wealth Control Advisors - provides a unified approach to the analysis, management, and monitoring of assets to address the financial, emotional, charitable, and heritage aspects of family and business.
- Westport Resources - offers financial planning, discretionary portfolio management, and other investment services.
- White Oaks Wealth Advisors - fee-only financial planning and investment advisory firm.
- Windward Investment Management - investment advisory firm investing across global capital markets through index investments in gold, commodities, real estate, and U.S. and non-U.S. stocks and bonds.
- Women and Company - offers financial services designed for women.
- WorldWideTraffic.com - directory of financial and estate planning information and resources.
- WrapManager - offers investors access to professional money managers.
- XCU Capital Corp. and Focus Insurance Agency - broker/dealer and insurance agency providing long-term investment and retirement planning services to credit union memberships nationwide.
- xelan - provides asset protection, offshore accounting, and investment services for doctors.
- Yeske & Company - providing fee-only financial planning and asset management services.
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