Top Investment Firms in the United States
1,988 Companies
List of the Top United States Investment Management Firms
Sponsored
-
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingIn San Francisco, California, Carlyle Financial is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
50% Funding & Investment50% Commercial FinancingThe Pinza Group is a Commercial Financing and Funding & Investment company established in 2013. The firm focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingIn Los Angeles, California, Partners Capital, Inc. Is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Denver, CO
Services provided
50% Funding & Investment50% Commercial FinancingBENITEZ INVESTMENTS, LLC is a small Denver, Colorado-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingBelgravia Capital is a Commercial Financing and Funding & Investment company established in 1984. The small team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingBCC Capital Partners, a small Commercial Financing and Funding & Investment company, is located in Newport Beach, California. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingGotham Valuation is a small Commercial Financing and Funding & Investment company. They specialize in Commercial Financing and Funding & Investment and were established in 2008.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingHard Money Go - Direct Hard Money Lenders is a Los Angeles, California-based Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingAll California Funding, a small Commercial Financing and Funding & Investment company, is located in Los Angeles, California. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Stockdale Management, LLC specializes in Commercial Financing and Funding & Investment. They were established in 1990.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingJafri Capital, a Commercial Financing and Funding & Investment company, was launched in 2018. The company offers Commercial Financing and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
50% Funding & Investment50% Commercial FinancingMajestic Asset Management, Inc is a Commercial Financing and Funding & Investment company. They were founded in 1979, and their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Larkspur, CA
Services provided
50% Funding & Investment50% Commercial FinancingAppian Capital, a Commercial Financing and Funding & Investment company, is based in Larkspur, California. They provide Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Claremont, CA
Services provided
50% Funding & Investment50% Commercial FinancingCollege Escrow, a Commercial Financing and Funding & Investment company, is in Claremont, California. The team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingAmerican Pacific International Capital, Inc. (API), a Commercial Financing and Funding & Investment company, was launched in 2002. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Bloomington, IL
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2012, Keystone Homes in Bloomington, IL is a Commercial Financing and Funding & Investment company. The company specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
50% Funding & Investment50% Commercial FinancingBased in Oklahoma City, Oklahoma, Raymond James & Associates is a small Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Norman, OK
Services provided
50% Funding & Investment50% Commercial FinancingSigmon Wealth is a Commercial Financing and Funding & Investment company. They are based in Norman, Oklahoma and have small team. Their services include Commercial Financing and Funding &
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2012, Atlanta Commercial Real Estate Group is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
50% Funding & Investment50% Commercial FinancingTechRise Atlanta is a Commercial Financing and Funding & Investment company. They are located in Atlanta, Georgia. Their team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
50% Funding & Investment50% Commercial FinancingDiligent Investment Group is a Commercial Financing and Funding & Investment company founded in 2017. The agency specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingBreakwater Management, a small Commercial Financing and Funding & Investment company, is headquartered in Los Angeles, California. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Petaluma, CA
Services provided
50% Funding & Investment50% Commercial FinancingSummit Financial Advisors is a small San Mateo, California-based Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Petaluma, CA
19 Fourth Street, , CA
Petaluma, CA 949522 - 5
707.206.6000
-
UndisclosedUndisclosed2 - 9Cheyenne, WY
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2004, Platinum Real Estate is a Commercial Financing and Funding & Investment company. Their team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
50% Funding & Investment50% Commercial FinancingBased in Alameda, California, Portman Enterprises is a Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment and were established in 2017.
Read more -
UndisclosedUndisclosed2 - 9Birmingham, AL
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2010, Walker & Dunlop is a Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment and is headquartered in Birmingham,
Read more -
UndisclosedUndisclosed2 - 9Glenview, IL
Services provided
50% Funding & Investment50% Commercial FinancingMcKenna Capital, LLC, a Commercial Financing and Funding & Investment company, is in Glenview, Illinois. Launched in 2016, the team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
50% Funding & Investment50% Commercial FinancingIn Dayton, Ohio, Logix Real Estate Solutions is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Lakewood, CA
Services provided
50% Funding & Investment50% Commercial FinancingOmni Appraisal Services, a Commercial Financing and Funding & Investment company, is based in Lakewood, California. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Greensboro, NC
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1990, Sharpless & Stavola is a small Commercial Financing and Funding & Investment company. Their team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Greensboro, NC
Services provided
50% Funding & Investment50% Commercial FinancingThe Spagnola Law Firm is a small Commercial Financing and Funding & Investment company based in Greensboro, North Carolina. The team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, WA
Services provided
50% Funding & Investment50% Commercial FinancingMarkee Valuations, LLC is a Commercial Financing and Funding & Investment company in Vancouver, Washington. They focus on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
50% Funding & Investment50% Commercial FinancingRoessler Associates is a Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment, and the company is in San Jose, California.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
50% Funding & Investment50% Commercial FinancingKevin Collins, a small Commercial Financing and Funding & Investment company, is in Livermore, California. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Amarillo, TX
Services provided
50% Funding & Investment50% Commercial FinancingGaut Whittenburg Emerson CRE is a Commercial Financing and Funding & Investment company. The Amarillo, Texas-based team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Syracuse, NY
Services provided
50% Funding & Investment50% Commercial FinancingT Gschwender & Associates is a small Syracuse, New York-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingLevin Johnston, a Commercial Financing and Funding & Investment company, is located in Palo Alto, California. Launched in 2017, the team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2017, The Meridian Real Estate Group is a Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Fort Worth, TX
Services provided
50% Funding & Investment50% Commercial FinancingSandlin Capital is a Fort Worth, Texas-based Commercial Financing and Funding & Investment company. They specialize in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Lubbock, TX
Services provided
50% Funding & Investment50% Commercial FinancingBoron Capital, a small Commercial Financing and Funding & Investment company, is in Lubbock, Texas. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Bend, OR
Services provided
50% Funding & Investment50% Commercial FinancingThe Wicklund Group is a Commercial Financing and Funding & Investment company. The agency is based in Bend, Oregon. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Mount Pleasant, SC
Services provided
50% Funding & Investment50% Commercial FinancingCarolina Commercial, LLC is a Commercial Financing and Funding & Investment company. They were founded in 2010 and provide Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Charleston, SC
Services provided
50% Funding & Investment50% Commercial FinancingSequence Real Estate, LLC, a small Commercial Financing and Funding & Investment company, is based in Charleston, South Carolina. Their services include Commercial Financing and Funding &
Read more -
UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
50% Funding & Investment50% Commercial FinancingNorthern Commercial, a Commercial Financing and Funding & Investment company, was established in 1990. Located in Carmel, Indiana, the team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Las Vegas, NV
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Investment Real Estate Services, a Commercial Financing and Funding & Investment company, was launched in 2000. The small team specializes in Commercial Financing and Funding &
Read more -
UndisclosedUndisclosed2 - 9Las Vegas, NV
Services provided
50% Funding & Investment50% Commercial FinancingGriffis Realty Investments, LLC is a Commercial Financing and Funding & Investment company headquartered in Las Vegas, Nevada. They provide Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
50% Funding & Investment50% Commercial FinancingJohn T. Arnold Associates is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment and were launched in 1971.
Read more -
UndisclosedUndisclosed2 - 9Medford, OR
Services provided
50% Funding & Investment50% Commercial FinancingHokanson Realty is a Medford, Oregon-based Commercial Financing and Funding & Investment company. Established in 2014, the team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingJMR Capital is a small Commercial Financing and Funding & Investment company. Established in 1992, the team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Huntington Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingCapital Investment Network is a Commercial Financing and Funding & Investment company launched in 1978. The agency provides Commercial Financing and Funding & Investment.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
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
-
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
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.