Top Investment Firms in the United States
1,988 Companies
List of the Top United States Investment Management Firms
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 1996, Relay Ventures is a Commercial Financing and Funding & Investment company. The agency specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)San Francisco, CA
474 Bryant St
San Francisco, CA 94107 -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingFirst Ascent Ventures is a Commercial Financing and Funding & Investment company. The Toronto, Canada-based team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)San Francisco, CA
1 Ferry Building
San Francisco, CA 94111 -
UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company DN Capital was founded in 2000. The firm offers Commercial Financing and Funding & Investment, and is small.
Read moreSee All Locations (3)Menlo Park, CA
3000 Sand Hill Rd Building 3, Suite 245
Menlo Park, CA 94025+1 650 561 9300
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UndisclosedUndisclosed10 - 49Orem, UT
Services provided
100% Funding & InvestmentSandlot Partners, a Funding & Investment company, is based in Orem, Utah. Established in 2020, the team provides Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
100% Funding & InvestmentLeavitt Equity Partners, a Funding & Investment company, was established in 2014. The team offers Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
100% Funding & InvestmentEstablished in 2000, Signal Peak Ventures is a Funding & Investment company. The small team specializes in Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Provo, UT
Services provided
60% Funding & Investment20% Commercial Financing20% Financial Advising & PlanningClarke Capital Partners is a Funding & Investment company. Launched in 1998, the firm is in Provo, Utah. Their team specializes in Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
100% Funding & InvestmentRidgeview Capital is a Funding & Investment company launched in 2003. Based in Salt Lake City, Utah, the team provides Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Lehi, UT
Services provided
80% Funding & Investment20% Commercial FinancingBanner Capital Management, LLC is a Funding & Investment company located in Lehi, Utah. They offer Funding & Investment and Commercial Financing and were launched in 2018.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
100% Funding & InvestmentCross Creek is a Salt Lake City, Utah-based Funding & Investment company. Launched in 2006, the team provides Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
50% Funding & Investment30% Commercial Financing20% Commercial Property ManagementBased in Salt Lake City, Utah, Crewe Capital is a Funding & Investment company. Their services include Funding & Investment and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Cottonwood Heights, UT
Services provided
100% Funding & InvestmentPelion Venture Partners, a Funding & Investment company, was launched in 1986. The team specializes in Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
50% Funding & Investment50% Business ConsultingMonticello Associates is a small Business Consulting and Funding & Investment company founded in 1992. Their team offers Business Consulting and Funding & Investment.
Read moreSee All Locations (4)Bethesda, MD
6931 Arlington Road, Suite 580
Bethesda, MD 208141
+1.240.600.1730
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UndisclosedUndisclosed10 - 49St. Louis, MO
Services provided
50% Funding & Investment50% Business ConsultingHermann Companies is a small St. Louis, Missouri-based Business Consulting and Funding & Investment company. The team focuses on Business Consulting and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Alexandria, VA
Services provided
50% Funding & Investment40% Business Consulting10% Marketing StrategyFounded in 1994, Interlink Capital Strategies is a Funding & Investment company. The small team provides Funding & Investment and Business Consulting.
Read moreSee All Locations (2)Alexandria, VA
675 N Washington St. #340
Alexandria, VA 223142 - 5
+1.703.752.5880
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$25,000+Undisclosed2 - 9Charleston, SC
Services provided
10% Funding & Investment70% Digital Asset Management10% Financial Advising & Planning +1 service10% Financial ConsultingSmall Digital Asset Management company LorCo Capital, LLC, is headquartered in Charleston, South Carolina. Their services include Digital Asset Management and Financial Advising & Planning.
Read more -
$10,000+$25 - $49 / hr2 - 9Dover, DE
Services provided
15% Funding & Investment30% Business Consulting25% Market Research +2 services15% Commercial Development15% Commercial Property ManagementSee all 1 projectsTCI Consultants is a business consultancy firm specializing in facilitating foreign investment and empowering the Tanzanian diaspora to establish a strong business presence in Tanzania. The company
Read moreSee All Locations (1)Dover, DE
1111b South Governors STE 29393 Dover, DE, 19904 US
Dover, DE 199042 - 5
+19786253722
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$1,000+$50 - $99 / hr2 - 9Arcadia, CA
Services provided
15% Funding & Investment50% Market Research25% Marketing Strategy +1 service10% AI DevelopmentAplus Consultant is a Market Research company. Their small team is based in Arcadia, California. Their services include Market Research and Marketing Strategy.
Read more -
UndisclosedUndisclosed50 - 249Boston, MA
Services provided
40% Funding & Investment40% Commercial Financing20% Logistics & Supply Chain ConsultingTaurus Investment Holdings, LLC is a Commercial Financing company based in München, Germany and Boston, Massachusetts. The team provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Boston, MA
Two International Place
Boston, MA 02110151 - 200
+1-617-357-4440
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningOIC is a Commercial Financing company. Founded in 2015, the team focuses on Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Houston, TX
2019 Washington Avenue Suite 100
Houston, TX 7700716 - 20
(832) 844-3020
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UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningApogem Capital is a Commercial Financing company. They offer Commercial Financing and Funding & Investment and were launched in 2022.
Read moreSee All Locations (2)Chicago, IL
227 West Monroe St., Suite 5400
Chicago, IL 6060676 - 100
312.596.6900
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UndisclosedUndisclosed50 - 249Lake Oswego, OR
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningPaulson Investment Company, LLC is a midsize Commercial Financing company. Launched in 1970, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
20% Funding & Investment30% Financial Advising & Planning20% Commercial Financing +2 services20% Insurance Services & Brokers10% Marketing StrategyLaunched in 1881, Oppenheimer & Co. Inc. Is a Financial Advising & Planning company. The company offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Portland, OR
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningCommercial Financing company RVK, Inc. Was founded in 1985. In Portland, Oregon, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed1,000 - 9,999Oaks, PA
Services provided
20% Funding & Investment60% Financial Advising & Planning20% Commercial FinancingSEI Investments Company is a Financial Advising & Planning company. The Oaks, Pennsylvania-based firm provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
20% Funding & Investment20% Accounting20% Business Valuation Services +2 services20% Commercial Financing20% Financial ConsultingB. Riley Financial is a Los Angeles, California-based Commercial Financing company. They specialize in Commercial Financing and Accounting and were founded in 1997.
Read more -
UndisclosedUndisclosed1,000 - 9,999Miami, FL
Services provided
20% Funding & Investment20% Business Consulting20% Commercial Financing +2 services20% Financial Advising & Planning20% Financial ConsultingCitadel is a Business Consulting company launched in 1990. The team offers Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed1,000 - 9,999San Antonio, TX
Services provided
20% Funding & Investment20% Market Research10% Branding +5 services10% Business Consulting10% Content Marketing10% Corporate Training & Coaching10% Event Marketing10% Financial ConsultingFrost & Sullivan is a Market Research company established in 1961. Based in San Antonio, Texas and Chennai, India, the team offers Market Research and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Carmel, IN
Services provided
40% Funding & Investment30% Financial Advising & Planning30% Financial ConsultingValeo Financial Advisors LLC is a Funding & Investment company. The Carmel, Indiana-based agency was launched in 2003. Their services include Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Boston, MA
Services provided
40% Funding & Investment20% Business Consulting20% Commercial Property Management +1 service20% Financial Advising & PlanningRockpoint is a Funding & Investment company. Their team is headquartered in Boston, Massachusetts and Dallas, Texas and focuses on Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
20% Funding & Investment20% Back Office Outsourcing20% Banking Law +2 services20% Bankruptcy Law20% CybersecurityHunton Andrews Kurth LLP is a Cybersecurity company. Located in Washington, District of Columbia and San Francisco, California, the firm specializes in Cybersecurity and Back Office Outsourcing.
Read moreSee All Locations (1)San Francisco, CA
50 California Street Suite 1700
San Francisco, CA 9411110 - 15
415 975 3700
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UndisclosedUndisclosed10 - 49Sugar Land, TX
Services provided
10% Funding & Investment60% Commercial Development10% Architectural Design +2 services10% Commercial Financing10% Commercial Property ManagementCobblestone Development and Consulting LLC is a small Commercial Development company located in Sugar Land, Texas. Their services include Commercial Development and Architectural Design.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Kapitus was launched in 2006. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed250 - 999Beverly Hills, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPlatinum Equity is a Financial Advising & Planning company. Established in 1995, the team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed250 - 999Chicago, IL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingCresset Trust Company is a midsize Financial Advising & Planning company. Launched in 2017, the team specializes in Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Chicago, IL
444 W Lake St #4700
Chicago, IL 6060676 - 100
312-429-2485
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UndisclosedUndisclosed250 - 999Louisville, KY
Services provided
25% Funding & Investment50% Business Consulting25% Commercial FinancingInsight Sourcing Group, a Business Consulting company, was founded in 2002. The team provides Business Consulting and Commercial Financing.
Read more -
$1,000+Undisclosed2 - 9St. Augustine, FL
Services provided
10% Funding & Investment20% Accounting20% Finance & Accounting Outsourcing (FAO) +4 services20% Fractional CFO Services15% Business Consulting10% Financial Advising & Planning5% Financial ConsultingTill CFO is a small St. Augustine, Florida-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Providence, RI
Services provided
50% Funding & Investment50% Commercial FinancingSweeney Real Estate & Appraisal is a Commercial Financing and Funding & Investment company. Established in 2010, their team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Warwick, RI
Services provided
50% Funding & Investment50% Commercial FinancingDiSpirito Team Top Real Estate Professionals is a Commercial Financing and Funding & Investment company launched in 2013. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingBloomfield Capital is a small Portland, Maine-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)New York, NY
420 Lexington Avenue, Suite 2301
New York, NY 101702 - 5
646.921.7070
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UndisclosedUndisclosed2 - 9Iowa City, IA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Hawkeye Brokerage Center, Inc. Was launched in 1989. The company focuses on Commercial Financing and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
50% Funding & Investment50% Commercial FinancingMICKELSON & CO is a Commercial Financing and Funding & Investment company established in 2005. The small team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Providence, RI
Services provided
50% Funding & Investment50% Commercial FinancingProvidence Realty Investment is a small Providence, Rhode Island-based Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1983, Alliance Commercial Capital is a Commercial Financing and Funding & Investment company. The small team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Dakota Dunes, SD
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company NAI United was launched in 2005. Located in Dakota Dunes, South Dakota, the team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Draper, UT
Services provided
50% Funding & Investment50% Commercial FinancingDaVinci Homes is a small Draper, Utah-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Highland Park, IL
Services provided
50% Funding & Investment50% Commercial FinancingChicago Capital Partners is a small Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment and were established in 2011.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingBenford Capital Partners, LLC is a Commercial Financing and Funding & Investment company founded in 2004. The small team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2011, Chicago Ventures is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingCreation Investments Capital Management, LLC is a Commercial Financing and Funding & Investment company established in 2007. Their team focuses on Commercial Financing and Funding & Investment.
Read more
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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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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