Top Investment Firms in the United States
2,006 Companies
List of the Top United States Investment Management Firms
Sponsored
-
UndisclosedUndisclosed10 - 49Portola Valley, CA
Services provided
50% Funding & Investment50% Commercial FinancingShasta Ventures is a Commercial Financing and Funding & Investment company located in Portola Valley, California. They provide Commercial Financing and Funding & Investment and were founded in 2004.
Read more -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2011, 137 Ventures Management, LLC is a Commercial Financing and Funding & Investment company. Their team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingNeotribe Ventures is a Commercial Financing and Funding & Investment company. They were established in 2017 and offer Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingAmino Capital is a Commercial Financing and Funding & Investment company launched in 2012. Located in Palo Alto, California, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingBase10 Partners, a Commercial Financing and Funding & Investment company, was founded in 2017. Located in San Francisco, California, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingMayfield Fund, L.L.C. Is a Menlo Park, California-based Commercial Financing and Funding & Investment company. Founded in 1969, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company The Westly Group is headquartered in Menlo Park, California. They specialize in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingThe Hive LLC is a Commercial Financing and Funding & Investment company. Their team is based in Palo Alto, California. The company offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% Funding & Investment50% Commercial FinancingNext Coast Ventures LLC is a small Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment and were established in 2015.
Read more -
UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
60% Funding & Investment40% BI & Big Data Consulting & SIBrightQuery is a small Irvine, California-based Funding & Investment company. Their services include Funding & Investment and BI & big data consulting & SI.
Read more -
$1,000+$25 - $49 / hr2 - 9Upper Marlboro, MD
Services provided
15% Funding & Investment25% Accounting25% Business Consulting +2 services25% Financial Consulting10% Document Digitization & ManagementRoyale Tax & Financial Services is a Business Consulting company. Founded in 2019, their team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
10% Funding & Investment10% Commercial Brokerage Services10% Direct Marketing +7 services10% Engineering10% IT Strategy Consulting10% Insurance Law10% Real Estate Law10% Recruiting10% Search Engine Optimization10% Social Media MarketingMilan CM is a Funding & Investment company. Launched in 2025, the team focuses on Funding & Investment and Direct Marketing. The company is in Newport Beach, California.
Read more -
UndisclosedUndisclosed2 - 9Manhattan Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingActive Impact Investments is a Commercial Financing and Funding & Investment company established in 2017. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Manhattan Beach, CA
Suite 201, 805 Manhattan Ave
Manhattan Beach, CA 90266Was this helpful?
-
$5,000+$300+ / hrFreelancerMiami, FL
Services provided
15% Funding & Investment20% Commercial Development20% Financial Consulting +3 services15% Business Consulting15% Financial Advising & Planning15% Market ResearchFinancial Consulting company Summit Capital Advisory was founded in 2025. The team focuses on Financial Consulting and Commercial Development and is based in Miami, Florida.
Read more -
UndisclosedUndisclosed2 - 9Portland, ME
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company Corporate Finance Associates, is headquartered in Portland, Maine. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Portland, ME
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company Charles Schwab, is located in Portland, Maine. The team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Portland, ME
Services provided
50% Funding & Investment50% Commercial FinancingNorthern New England Housing is a small Portland, Maine-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Portland, ME
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company Wintergreen Financial Group, is based in Portland, Maine. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Lee's Summit, MO
Services provided
50% Funding & Investment50% Commercial FinancingFGH Consulting Group is a Lee's Summit, Missouri-based Commercial Financing and Funding & Investment company. Established in 1998, the team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingAggressive Lending Company is a Commercial Financing and Funding & Investment company. Founded in 1987, the company focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
50% Funding & Investment50% Commercial FinancingBig Sioux Appraisals is a small Commercial Financing and Funding & Investment company based in Sioux Falls, South Dakota. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingHeartland Commercial Funding Inc. Is a small Commercial Financing and Funding & Investment company founded in 2015. Their team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
50% Funding & Investment50% Commercial FinancingShaykett Appraisal Company is a Commercial Financing and Funding & Investment company. Based in Sioux Falls, South Dakota, the firm offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2013, The Krause Law Firm, P.C. Is a small Commercial Financing and Funding & Investment company. Their team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
50% Funding & Investment50% Commercial FinancingRysavy Appraisal Service is a small Sioux Falls, South Dakota-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Midvale, UT
Services provided
50% Funding & Investment50% Commercial FinancingIn Midvale, Utah, KREA Knight Real Estate Advisors is a small Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
50% Funding & Investment50% Commercial FinancingHarr & Lemme Real Estate, a small Commercial Financing and Funding & Investment company, is based in Sioux Falls, South Dakota. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Astor Investment Management LLC was established in 2001. The small team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingChicago Bridge Loan, a small Commercial Financing and Funding & Investment company, is located in Chicago, Illinois. The team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Murray, UT
Services provided
50% Funding & Investment50% Commercial FinancingAxent Funding, LLC is a Commercial Financing and Funding & Investment company. The agency is based in Murray, Utah. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Murray, UT
Services provided
50% Funding & Investment50% Commercial FinancingCambria Capital, LLC is a small Murray, Utah-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Memphis, TN
Services provided
50% Funding & Investment50% Commercial FinancingLandmark Community Bank is a Commercial Financing and Funding & Investment company. Their small team is in Memphis, Tennessee. Their team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Palm Desert, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 1977, Jeannie Niles Real Estate Investment is a Commercial Financing and Funding & Investment company. Their team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Seal Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company Emac Financial and Real Estate Lending, is in Seal Beach, California. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
50% Funding & Investment50% Commercial FinancingBroadmark Capital, LLC is a Seattle, Washington-based Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment and were established in 1987.
Read more -
UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
50% Funding & Investment50% Commercial FinancingAptitude Investment Management LP is a small Seattle, Washington-based Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Solana Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingSan Diego Capital Management Services, LLC is a Commercial Financing and Funding & Investment company. Launched in 2016, the agency focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1976, Glacier Real Estate Finance is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
50% Funding & Investment50% Commercial FinancingExit Equity LLC is a small Commercial Financing and Funding & Investment company based in Bellevue, Washington. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
50% Funding & Investment50% Commercial FinancingHeadquartered in Seattle, Washington, ROI CAPITAL PARTNERS, LLC is a small Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Shorewood, IL
Services provided
50% Funding & Investment50% Commercial FinancingVictoria Investment Properties, LLC is a Shorewood, Illinois-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingJohn Hancock's Real Estate Finance Group, a small Commercial Financing and Funding & Investment company, is in San Francisco, California. The team offers Commercial Financing and Funding &
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingHarborWest Commercial Lending is a Commercial Financing and Funding & Investment company established in 2017. The agency provides Commercial Financing and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed2 - 9Montpelier, VT
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2011, Flexible Capital Fund is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
50% Funding & Investment50% Commercial FinancingMarket Appraisal, Inc. Is a Commercial Financing and Funding & Investment company established in 1990. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
50% Funding & Investment50% Commercial FinancingMora Enterprises LLC, a small Commercial Financing and Funding & Investment company, is in Fresno, California. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
50% Funding & Investment50% Commercial FinancingGreatland Mortgage Corp, a small Commercial Financing and Funding & Investment company, is based in Fresno, California. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Madera, CA
Services provided
50% Funding & Investment50% Commercial FinancingBank of Madera County is a Commercial Financing and Funding & Investment company launched in 1999. The company specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Laguna Hills, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2017, Mortgage Point, a small Commercial Financing and Funding & Investment company, is in Laguna Hills, California. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
50% Funding & Investment50% Commercial FinancingUrban Multifamily Group is a small Washington, District of Columbia-based Commercial Financing and Funding & Investment company. Their services include 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 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
31.3/40.017.4/20 Reviews8.6/10 Clients & Experience5.4/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.1/40.016/20 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 -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
75% Funding & Investment25% 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
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.