Top Investment Firms in the United States
1,988 Companies
List of the Top United States Investment Management Firms
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningEstablished in 2010, VIKASA Capital is a Commercial Financing company. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Conshohocken, PA
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningCloverlay, a Commercial Financing company, offers Commercial Financing and Funding & Investment. The agency is headquartered in Conshohocken, Pennsylvania.
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UndisclosedUndisclosed10 - 49Conshohocken, PA
Services provided
40% Funding & Investment40% Commercial Financing10% Business Consulting +1 service10% Financial ConsultingSSG Capital Advisors LLC is a Commercial Financing company established in 2001. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Brentwood, TN
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningCommercial Financing company Pharos Capital Group is located in Brentwood, Tennessee and Dallas, Texas. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningBlue Sage Capital, a Commercial Financing company, was founded in 2003. The team focuses on Commercial Financing and Funding & Investment and is located in Austin, Texas.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
40% Funding & Investment20% Financial Advising & Planning10% Commercial Brokerage Services +3 services10% Commercial Development10% Commercial Property Management10% Financial ConsultingRealty Capital Partners is a Funding & Investment company. The team offers Funding & Investment and Financial Advising & Planning, and the firm is based in Dallas, Texas.
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UndisclosedUndisclosed10 - 49Sugar Land, TX
Services provided
40% Funding & Investment20% Business Consulting20% Commercial Financing +1 service20% Financial Advising & PlanningHamza Invests is a Funding & Investment company founded in 2014. The firm provides Funding & Investment and Business Consulting.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
40% Funding & Investment20% Business Consulting20% Commercial Development +1 service20% Financial Advising & PlanningFunding & Investment company Noble Capital Group is in Austin, Texas. They focus on Funding & Investment and Business Consulting and were established in 2002.
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UndisclosedUndisclosed10 - 49St. Louis, MO
Services provided
40% Funding & Investment40% Commercial Financing10% Accounting +1 service10% Banking LawClayton Capital Partners is a small St. Louis, Missouri-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
40% Funding & Investment20% Financial Advising & Planning10% Commercial Brokerage Services +3 services10% Commercial Financing10% Commercial Property Management10% Financial ConsultingLaunched in 2003, Precision Equity, a small Funding & Investment company, is headquartered in Tulsa, Oklahoma. Their services include Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
40% Funding & Investment20% AI Development20% Corporate Training & Coaching +1 service20% Web DesignIn San Francisco, California, Gradient is a small Funding & Investment company. Their services include Funding & Investment and Web Design.
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$10,000+Undisclosed50 - 249Hauppauge, NY
Services provided
50% Funding & Investment50% Commercial FinancingBusiness Loan Platform is a Commercial Financing and Funding & Investment company headquartered in Hauppauge, New York. They specialize in Commercial Financing and Funding & Investment.
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$1,000+< $25 / hr250 - 999New York, NY
Services provided
20% Funding & Investment20% Application Management & Support20% Branding +2 services20% Conversion Optimization20% Mobile App DevelopmentBranding company Conduit Global was launched in 1992. The firm provides Branding and Conversion Optimization.
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UndisclosedUndisclosed250 - 999Concord, NH
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingEstablished in 1986, The Colony Group is a Financial Advising & Planning company. The midsize team provides Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Concord, NH
11 South Main Street Suite 501
Concord, NH 033016 - 9
603-224-6994
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UndisclosedUndisclosed250 - 999Oak Brook, IL
Services provided
20% Funding & Investment35% Financial Advising & Planning30% Accounting +1 service15% Commercial FinancingHeadquartered in Oak Brook, Illinois, E78 Partners is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
30% Funding & Investment30% Commercial Financing20% Branding +2 services10% E-Commerce Development10% Packaging DesignVMG Partners is a midsize Commercial Financing company founded in 2005. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
30% Funding & Investment40% IT Managed Services30% Commercial FinancingFounded in 1999, Francisco Partners is a midsize IT managed services company based in San Francisco, California and London, England. Their team provides IT managed services and Commercial Financing.
Read moreSee All Locations (3)New York, NY
1114 Avenue Of The Americas, 15th Floor
New York, NY 1003621 - 30
+1.646.434.1343
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UndisclosedUndisclosed50 - 249Omaha, NE
Services provided
30% Funding & Investment30% Commercial Financing20% Business Consulting +1 service20% Commercial Property ManagementBurlington Capital, a Commercial Financing company, was established in 1984. The company provides Commercial Financing and Funding & Investment, and is midsize.
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UndisclosedUndisclosed50 - 249Red Bank, NJ
Services provided
30% Funding & Investment30% Commercial Financing20% Commercial Brokerage Services +1 service20% Commercial Property ManagementFirst National Realty Partners is a Commercial Financing company. In Red Bank, New Jersey, the company focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
30% Funding & Investment30% Commercial Financing20% Financial Advising & Planning +2 services10% Business Consulting10% Financial ConsultingTomer Capital is a Commercial Financing company headquartered in New York, New York. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Asheville, NC
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingEstablished in 2010, DLP Capital is a midsize St. Augustine, Florida-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Asheville, NC
16 Church St
Asheville, NC 288012 - 5
610-488-2375
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
30% Funding & Investment30% Commercial Financing20% Business Consulting +1 service20% Financial ConsultingBlackArch Partners, a Commercial Financing company, was launched in 2010. The agency provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Plymouth Meeting, PA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingEstablished in 1987, CenterSquare Investment Management is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Bee Cave, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingPeak Rock Capital is a Financial Advising & Planning company. Their team is based in Bee Cave, Texas and focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingMain Street Capital Corporation is a Financial Advising & Planning company established in 2007. Located in Houston, Texas, the team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249McLean, VA
Services provided
30% Funding & Investment35% Business Valuation Services35% Commercial FinancingFounded in 1996, The McLean Group, a midsize Commercial Financing company, is headquartered in McLean, Virginia. Their team offers Commercial Financing and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Austin, TX
Services provided
30% Funding & Investment30% Commercial Financing20% Business Consulting +1 service20% Financial Advising & PlanningPennybacker Capital is a Commercial Financing company established in 2006. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningGlobal Equity Group, a Commercial Financing company, was established in 2015. The agency focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Albuquerque, NM
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningAffinity Ventures is a Commercial Financing company located in Albuquerque, New Mexico. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningCommercial Financing company EastAlliance Partners is headquartered in New York, New York. Established in 2019, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
35% Funding & Investment35% Commercial Financing15% Business Consulting +1 service15% Financial ConsultingFounded in 1999, MidCap Advisors, LLC is a small Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningCommercial Financing company Eos Management, L.P. Is located in New York, New York. They provide Commercial Financing and Funding & Investment and were founded in 1994.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningFounded in 1998, Capitala Group, a small Commercial Financing company, is based in Charlotte, North Carolina. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
35% Funding & Investment35% Commercial Financing10% Business Consulting +2 services10% Financial Consulting10% Marketing StrategyLaunched in 2006, Aqueduct Capital Group is a Commercial Financing company. The team offers Commercial Financing and Funding & Investment and is in New York, New York and Charlotte, North Carolina.
Read moreSee All Locations (2)Charlotte, NC
2820 Selwyn Ave #550
Charlotte, NC 282092 - 5
704-973-9919
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UndisclosedUndisclosed10 - 49Fargo, ND
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningLegendary Capital, a Commercial Financing company, is in Fargo, North Dakota. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Fairlawn, OH
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningLaunched in 1995, The Reserve Group is a small Fairlawn, Ohio-based Commercial Financing company. Their team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningAnthem Capital is a Commercial Financing company headquartered in Oklahoma City, Oklahoma. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningIn Tulsa, Oklahoma, Black Gold Group is a Commercial Financing company. Established in 2008, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Wexford, PA
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningTecum Capital, a Commercial Financing company, was established in 2006. They provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49New Hope, PA
Services provided
35% Funding & Investment35% Commercial Financing20% Financial Consulting +1 service10% Business ConsultingSolebury Capital is a Commercial Financing company. Established in 2005, the firm is in New Hope, Pennsylvania. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Radnor, PA
Services provided
35% Funding & Investment35% Commercial Financing15% Business Consulting +1 service15% Financial ConsultingFairmount Partners is a Commercial Financing company. Located in Radnor, Pennsylvania, the company was founded in 2003. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Greenville, SC
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningAzalea Capital is a Commercial Financing company headquartered in Greenville, South Carolina. Launched in 1995, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningHeritage Group is a Commercial Financing company. Their team is headquartered in Nashville, Tennessee. The firm provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningCapstone Partners is a small Commercial Financing company. They focus on Commercial Financing and Funding & Investment and were founded in 2001.
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UndisclosedUndisclosed10 - 49Southlake, TX
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningTransition Capital Partners is a small Commercial Financing company. Founded in 1993, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
35% Funding & Investment35% Commercial Financing30% Business Valuation ServicesSNH Capital Partners is a Commercial Financing company. The Austin, Texas-based company was launched in 1996. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Southfield, MI
Services provided
35% Funding & Investment35% Financial Advising & Planning20% Financial Consulting +1 service10% BlockchainLaunched in 1985, Center for Financial Planning, Inc.® is a Financial Advising & Planning company. The agency specializes in Financial Advising & Planning and Funding & Investment, and is small.
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UndisclosedUndisclosed2 - 9Rapid City, SD
Services provided
40% Funding & Investment50% Commercial Financing10% AccountingLynn, Jackson, Shultz & Lebrun, P.C. Is a small Commercial Financing company launched in 1946. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
40% Funding & Investment40% Commercial Financing10% Business Consulting +1 service10% Financial ConsultingWaitt Companies is a Commercial Financing company launched in 2012. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Summit, NJ
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningEgis Capital Partners is a Commercial Financing company. They are in Summit, New Jersey and have small team. They provide 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
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- 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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