Top Investment Firms in the United States
1,995 Companies
List of the Top United States Investment Management Firms
Sponsored
-
UndisclosedUndisclosed2 - 9Bayside, WI
Services provided
40% Funding & Investment30% Commercial Financing30% Financial ConsultingUS Business Funding LLC is a Funding & Investment company. They were founded in 2018 and offer Funding & Investment and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Franklin, TN
Services provided
30% Funding & Investment35% Financial Advising & Planning35% Insurance Services & BrokersJustin Harnick with New York Life, a Financial Advising & Planning company, was founded in 2024. They focuses on Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningCVC Capital Partners is a Commercial Financing company founded in 1981. The company offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
40% Funding & Investment60% Commercial Brokerage ServicesCommercial Brokerage Services company Munshi biz specializes in Commercial Brokerage Services and Funding & Investment. They are headquartered in San Ramon, California.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingTowerBrook Capital Partners L.P., a Commercial Financing and Funding & Investment company, was founded in 2001. The team provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (4)New York, NY
Park Avenue Tower 65 East 55th Street
New York, NY 10022151 - 200
+1 212 699 2200
Was this helpful?
-
$10,000+$100 - $149 / hr2 - 9Reston, VA
Services provided
20% Funding & Investment20% Business Consulting20% Financial Consulting +4 services10% Business Valuation Services10% Compliance Consulting10% Financial Advising & Planning10% Fractional CFO ServicesNative American Capital is a Business Consulting company. They focus on Business Consulting and Funding & Investment and are in Reston, Virginia.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
25% Funding & Investment40% Financial Consulting25% Commercial Financing +1 service10% Business ConsultingFinancial Consulting company San Francisco Equity Partners was launched in 2010. The team specializes in Financial Consulting and Commercial Financing and is in San Francisco, California.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMontcalm TCR is a Financial Advising & Planning company headquartered in San Francisco, California. They provide Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Tucson, AZ
Services provided
25% Funding & Investment50% Business Consulting25% Commercial FinancingDev Equity is a Business Consulting company. They are located in Tucson, Arizona and have small team. Their services include Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
25% Funding & Investment25% Commercial Financing25% Financial Advising & Planning +2 services15% Financial Consulting10% Business ConsultingLytham Partners IR, a Commercial Financing company, provide Commercial Financing and Financial Advising & Planning. They were launched in 1994.
Read more -
UndisclosedUndisclosed2 - 9Missoula, MT
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingFront Street Capital Management is a Financial Advising & Planning company founded in 2006. The small team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Billings, MT
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +1 service20% Insurance Services & BrokersFounded in 2002, Buchanan Capital, Inc., a small Financial Advising & Planning company, is based in Billings, Montana. Their team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMonument Square Investment Group is a small Financial Advising & Planning company. Founded in 2020, the team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingWesthook Capital is a Los Angeles, California-based Financial Advising & Planning company. They focus on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFairmont Capital, Inc. Is a small Financial Advising & Planning company located in Anaheim, California. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Englewood, CO
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSmall Financial Advising & Planning company McClurg Century Investments, is headquartered in Englewood, Colorado. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Denver, CO
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingQuannah Partners is a Financial Advising & Planning company. Located in Denver, Colorado, the team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Denver, CO
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2004, Legacy Capital Partners is a Financial Advising & Planning company. The agency focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 2004, Drum Capital Management is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9New Canaan, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingWarwick Capital Group is a small New Canaan, Connecticut-based Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingNewCastle Partners LLC is a small Financial Advising & Planning company. Founded in 1985, the team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Education Growth Partners provides Financial Advising & Planning and Commercial Financing. They are based in Stamford, Connecticut.
Read more -
UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPillsman Partners is a Greenwich, Connecticut-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingGeneration Partners is a Financial Advising & Planning company. They were founded in 1995 and provide Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Fairfield, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPilgrim Capital Partners, LLC is a Fairfield, Connecticut-based Financial Advising & Planning company. Launched in 2007, the team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBased in Stamford, Connecticut, Brookside Equity Partners LLC is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Jacksonville, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingForum Capital Group, a Financial Advising & Planning company, is headquartered in Jacksonville, Florida. They focus on Financial Advising & Planning and Commercial Financing and were launched in
Read more -
UndisclosedUndisclosed2 - 9Jupiter, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLegacy Ventures is a Financial Advising & Planning company. Launched in 2017, their team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Boca Raton, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 2015, Millpond Equity Partners is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Coral Gables, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLocated in Coral Gables, Florida, Fourshore Partners is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPrivate Equity Solutions is a Miami, Florida-based Financial Advising & Planning company. They focus on Financial Advising & Planning and Commercial Financing and were launched in 2010.
Read more -
UndisclosedUndisclosed2 - 9Naples, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2001, Florida Gulfshore Capital is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingShepard Capital Partners is a Financial Advising & Planning company. The company is based in Tampa, Florida. Their team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Weston, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingB.I.G. Capital LLC, a small Financial Advising & Planning company, is headquartered in Weston, Florida. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingGatsby Capital Ventures is a Financial Advising & Planning company. Their small team is in Atlanta, Georgia. Their team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingThe White Oak Group is a Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing and were established in 2002.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Red Dog Equity is based in Atlanta, Georgia. Established in 2017, the team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingRiver Capital is a Financial Advising & Planning company. The team is in Atlanta, Georgia, and their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingThird Century is a small Atlanta, Georgia-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Highland Park, IL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 2011, Chicago Capital Partners is a small Financial Advising & Planning company in Highland Park, Illinois. Their team focuses on Financial Advising & Planning and Commercial
Read more -
UndisclosedUndisclosed2 - 9Manalapan Township, NJ
Services provided
25% Funding & Investment30% Content Marketing25% Commercial Financing +1 service20% Market ResearchContent Marketing company Golden Door Asset Management is based in Manalapan Township, New Jersey. Their services include Content Marketing and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Lakewood, NJ
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingECB Capital Group is a Financial Advising & Planning company launched in 2015. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPetty & Co. Is a Financial Advising & Planning company. The Indianapolis, Indiana-based agency was founded in 2020. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Fort Wayne, IN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBased in Fort Wayne, Indiana, Maple Seed Capital is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Cedar Rapids, IA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSmall Financial Advising & Planning company Aavin Equity Advisors, LLC, is in Cedar Rapids, Iowa. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingVU Capital Partners is a small San Francisco, California-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Chevy Chase, MD
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFarragut Capital Partners is a Financial Advising & Planning company based in Chevy Chase, Maryland. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Wellesley, MA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLocated in Wellesley, Massachusetts, Sandkey Capital is a Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing and were founded in 2016.
Read more -
UndisclosedUndisclosed2 - 9Boston, MA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBeacon Equity Partners is a Financial Advising & Planning company founded in 2003. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Wellesley, MA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBunker Hill Capital is a Financial Advising & Planning company. Their team offers Financial Advising & Planning.
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 12 United States Investment Management Firms
-
$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
31.9/40.018/20 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, MD
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 personalized agency matches based on your project goals.