Top Investment Firms in the United States
1,988 Companies
List of the Top United States Investment Management Firms
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningFinancial Advising & Planning and Funding & Investment company Woodley Farra Manion Portfolio Management was founded in 1995. The team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Carmel, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningIndie Asset Partners, LLC is a Funding & Investment company. Based in Carmel, Indiana, the firm offers Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Ann Arbor, MI
Services provided
100% Funding & InvestmentCollier Financial is a Funding & Investment company. The agency is located in Fort Wayne, Indiana and Ann Arbor, Michigan. Their services include Funding & Investment.
Read moreSee All Locations (2)Ann Arbor, MI
315 East Eisenhower Parkway Suite 303
Ann Arbor, MI 4810810 - 15
734.389.7575
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UndisclosedUndisclosed10 - 49Muncie, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningCardinal Capital Management is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment and were established in 1999.
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UndisclosedUndisclosed10 - 49Kokomo, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningIn Kokomo, Indiana, Creative Financial Designs is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Peoria, AZ
Services provided
100% Funding & InvestmentBlack Mountain Investment Company is a Funding & Investment company. Launched in 2009, the team specializes in Funding & Investment. The agency is based in Peoria, Arizona.
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UndisclosedUndisclosed10 - 49Boston, MA
Services provided
100% Funding & InvestmentEstablished in 1977, Gateway Investment Advisers, LLC is a small Cincinnati, Ohio-based Funding & Investment company. Their team focuses on Funding & Investment.
Read moreSee All Locations (2)Boston, MA
888 Boylston Street, Suite 800
Boston, MA 0219921 - 30
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
100% Funding & InvestmentConcentric Equity Partners, a Funding & Investment company, is located in Chicago, Illinois. The team focuses on Funding & Investment.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
100% Funding & InvestmentPraesidium Investment Management Company, LLC is a Funding & Investment company. They were established in 2003 and provide Funding & Investment.
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UndisclosedUndisclosed10 - 49Baltimore, MD
Services provided
100% Funding & InvestmentBrown Capital Management is a Funding & Investment company. Their small team is headquartered in Baltimore, Maryland. Their services include Funding & Investment.
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UndisclosedUndisclosed10 - 49Rapid City, SD
Services provided
50% Funding & Investment20% Graphic Design10% Accounting +2 services10% Corporate Training & Coaching10% HR ConsultingIn Rapid City, South Dakota, Nonprofit Resources, LLC is a Funding & Investment company. Founded in 1995, the team focuses on Funding & Investment and Graphic Design.
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UndisclosedUndisclosed10 - 49Boston, MA
Services provided
100% Funding & InvestmentAlphaSimplex Group is a Funding & Investment company. The team specializes in Funding & Investment and is based in Boston, Massachusetts.
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UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
100% Funding & InvestmentLaunched in 2002, Altegris, a small Funding & Investment company, is based in San Diego, California. Their team focuses on Funding & Investment.
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UndisclosedUndisclosed10 - 49Boston, MA
Services provided
100% Funding & InvestmentBased in Boston, Massachusetts, Ethos Capital is a small Funding & Investment company. The team specializes in Funding & Investment.
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UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
100% Funding & InvestmentLateral Investment Management is a San Mateo, California-based Funding & Investment company. Launched in 2014, the team offers Funding & Investment.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
100% Funding & InvestmentIronwood Capital Management is a Funding & Investment company. The firm is in San Francisco, California. Their team focuses on Funding & Investment.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
100% Funding & InvestmentFunding & Investment company Ranger Investments provides Funding & Investment. They were founded in 2003.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
50% Funding & Investment50% Financial Advising & PlanningMcGowanGroup Asset Management is a Financial Advising & Planning and Funding & Investment company founded in 1986. The team provides Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Tysons, VA
Services provided
100% Funding & InvestmentEstablished in 2016, The Acacia Group is a Funding & Investment company. Their team specializes in Funding & Investment.
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UndisclosedUndisclosed10 - 49New Albany, OH
Services provided
100% Funding & InvestmentFounded in 2019, VELA Investment Management is a Funding & Investment company. The firm provides Funding & Investment.
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UndisclosedUndisclosed10 - 49Denver, CO
Services provided
100% Funding & InvestmentRockwood, a Funding & Investment company, is in Shaker Heights, Ohio and Denver, Colorado. They focus on Funding & Investment and were launched in 1999.
Read moreSee All Locations (3)Denver, CO
200 Columbine Street Suite 240
Denver, CO 8020610 - 15
(216) 342-1790
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
60% Funding & Investment20% Commercial Financing20% Financial Advising & PlanningLatticework Capital Management, LLC is a Funding & Investment company. Based in Dallas, Texas, their small team offers Funding & Investment and Commercial Financing. The company was launched in
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% Funding & Investment20% Commercial Development20% Commercial Financing +1 service10% Business ConsultingPresario Ventures is a Funding & Investment company. They provide Funding & Investment and Commercial Development and are in Austin, Texas.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% Funding & Investment20% Business Consulting20% Commercial Development +1 service10% Corporate Training & CoachingRastegar Property Company is a Funding & Investment company. The team provides Funding & Investment and Business Consulting, and the company is located in Austin, Texas.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
60% Funding & Investment20% Commercial Financing20% Financial Advising & PlanningValesco Industries, LLC is a Funding & Investment company. Their team is headquartered in Dallas, Texas and focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
80% Funding & Investment20% Financial Advising & PlanningSmall Funding & Investment company Five States Energy Company, LLC, is located in Dallas, Texas. The team focuses on Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% Funding & Investment20% Business Consulting20% Corporate Training & Coaching +1 service10% Commercial FinancingRevival Healthcare Capital is a Funding & Investment company. Their small team of employees is based in Austin, Texas. Their team specializes in Funding & Investment and Business Consulting.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
70% Funding & Investment20% Commercial Financing10% Business ConsultingBP Energy Partners is a Dallas, Texas-based Funding & Investment company. The team specializes in Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
80% Funding & Investment20% Commercial FinancingWingate Partners is a Funding & Investment company. They are in Dallas, Texas and have small team. They focus on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
100% Funding & InvestmentCenterOak Partners is a Funding & Investment company launched in 2014. Their services include Funding & Investment.
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UndisclosedUndisclosed10 - 49West Lake Hills, TX
Services provided
80% Funding & Investment20% Business ConsultingCenterGate Capital is a Funding & Investment company. In West Lake Hills, Texas, the team provides Funding & Investment and Business Consulting.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
80% Funding & Investment20% Business ConsultingLaunched in 2015, Pearl Energy Investments, a small Funding & Investment company, is headquartered in Dallas, Texas. Their team specializes in Funding & Investment and Business Consulting.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
80% Funding & Investment20% Commercial FinancingHighlander Partners is a Funding & Investment company launched in 2004. The small team provides Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
100% Funding & InvestmentCotton Creek Capital is a Funding & Investment company established in 2006. Headquartered in Austin, Texas, the team provides Funding & Investment.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
60% Funding & Investment20% Business Consulting20% Commercial FinancingFunding & Investment company Kainos Capital is located in Dallas, Texas. Their services include Funding & Investment and Business Consulting.
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UndisclosedUndisclosed10 - 49Stafford, TX
Services provided
80% Funding & Investment20% Financial ConsultingDhanani Private Equity Group is a Funding & Investment company. They provide Funding & Investment and Financial Consulting and were launched in 2011. The company is in Stafford, Texas.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
70% Funding & Investment30% Commercial FinancingLocated in Austin, Texas, Strattam Capital is a Funding & Investment company. Established in 2013, the team focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
80% Funding & Investment20% Commercial FinancingLaunched in 2016, Quake Capital Partners is a Funding & Investment company. The team provides Funding & Investment and Commercial Financing and is based in Austin, Texas.
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UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingMenlo Ventures is a Commercial Financing and Funding & Investment company established in 1976. The agency specializes in Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Alexandria, VA
Services provided
50% Funding & Investment50% Commercial FinancingIndustry Ventures is a small Commercial Financing and Funding & Investment company. They specialize in Commercial Financing and Funding & Investment and were established in 2000.
Read moreSee All Locations (3)Alexandria, VA
225 Reinekers Ln #216
Alexandria, VA 22314415 689 9947
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UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2017, NFX Capital Management, LLC. Is a Commercial Financing and Funding & Investment company. The agency provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Palo Alto, CA
400 Florence St
Palo Alto, CA 94301 -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingBased in San Francisco, California, Congruent Ventures is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1998, Shoreline Venture Management, LLC is a Commercial Financing and Funding & Investment company. The small team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingLux Capital is a Commercial Financing and Funding & Investment company based in New York, New York and Menlo Park, California. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Menlo Park, CA
1600 El Camino Real #290
Menlo Park, CA 94025650 262 6332
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingRedpoint Ventures is a small Commercial Financing and Funding & Investment company. Launched in 1999, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Red Bank, NJ
Services provided
50% Funding & Investment50% Financial ConsultingDeaglo is a Red Bank, New Jersey-based Funding & Investment and Financial Consulting company. They specialize in Funding & Investment and Financial Consulting and were founded in 2019.
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UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingAirbus Ventures is a Commercial Financing and Funding & Investment company established in 2016. The firm focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% Funding & Investment50% Commercial FinancingLiveOak Venture Partners is a Commercial Financing and Funding & Investment company. Their team is in Austin, Texas and offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% Funding & Investment50% Commercial FinancingSee all 1 projectsS3 Ventures offers finance and lending services with a focus on delivering good value for cost. Reviews on Clutch.co highlight their impressive speed and effective project management, with clients noting timely delivery and responsiveness. Overall, the feedback is positive, with no suggested areas for improvement.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% Funding & Investment50% Commercial FinancingSilverton Partners is a Commercial Financing and Funding & Investment company established in 2006. Their team provides Commercial Financing and Funding & Investment.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 13 United States Investment Management Firms
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Funding & Investment90% Other -
$10,000+$200 - $300 / hr2 - 9Boston, MA
Ability to deliver
33.5/40.015.8/20 Reviews8.8/10 Clients & Experience9/10 Market PresenceService focus
10% Funding & Investment90% Other -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
32.1/40.018.2/20 Reviews8.6/10 Clients & Experience5.4/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
24.6/40.016.2/20 Reviews1.3/10 Clients & Experience7.1/10 Market PresenceService focus
40% Funding & Investment60% Other -
UndisclosedUndisclosed2 - 9Santa Monica, CA
Ability to deliver
23/40.016.2/20 Reviews0.7/10 Clients & Experience6.1/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+Undisclosed2 - 9Chicago Ridge, IL
Ability to deliver
23.1/40.016.2/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
45% Funding & Investment55% Other -
UndisclosedUndisclosed10 - 49Dallas, TX
Ability to deliver
20.8/40.016.2/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+Undisclosed2 - 9New York, NY
Ability to deliver
22/40.016.6/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
41% Funding & Investment59% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
21.5/40.016.2/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Stockton, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+$300+ / hr10 - 49Mount Pleasant, SC
Ability to deliver
15.5/40.00/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed250 - 999Kalispell, MT
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+Undisclosed10 - 49Los Angeles, CA
Ability to deliver
10.8/40.00/20 Reviews3.7/10 Clients & Experience7.1/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed50 - 249Norcross, GA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
60% Funding & Investment40% Other -
UndisclosedUndisclosed50 - 249Newtown, PA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Whittier, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249El Segundo, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
80% Funding & Investment20% Other -
$5,000+$25 - $49 / hr10 - 49Lafayette, IN
Ability to deliver
6.7/40.00/20 Reviews0/10 Clients & Experience6.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
$100,000+Undisclosed250 - 999Cottonwood Heights, UT
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed250 - 999East Wenatchee, WA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
33% Funding & Investment67% Other -
UndisclosedUndisclosed1,000 - 9,999Baltimore
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
Undisclosed$200 - $300 / hr2 - 9Palm Beach Gardens, FL
Ability to deliver
6.9/40.00/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+< $25 / hr10 - 49Miami, FL
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49Capitola, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other
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