Top Investment Firms in the United States
-
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Financial Advising & Planning company Canaccord Genuity Group was established in 1950. The firm focuses on Financial Advising & Planning and Commercial Financing, and is midsize.
Read more -
UndisclosedUndisclosedFreelancerFair Lawn, NJ
Services provided
Benjamin Regev CPA, a small Accounting company, is located in Fair Lawn, New Jersey. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Teterboro, NJ
Services provided
NAI James E. Hanson is a Commercial Brokerage Services company. They offer Commercial Brokerage Services and Commercial Property Management and are in Teterboro, New Jersey.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Opus Fund Services is a Financial Consulting company. The firm is based in New York, New York. Their team provides Financial Consulting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Lisle, IL
Services provided
Insurance Services & Brokers company Connor & Gallagher OneSource (CGO) is in Lisle, Illinois. They offer Insurance Services & Brokers and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Solomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Established in 2003, Optimum Sports is a midsize Sports Marketing company. Their services include Sports Marketing and Market Research.
Read more -
UndisclosedUndisclosed50 - 249Boston, MA
Services provided
REsurety, Inc., an Environmental Consulting company, is headquartered in Boston, Massachusetts. Their services include Environmental Consulting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Established in 2011, Nova Technology is a Financial Advising & Planning and Funding & Investment company. The firm provides Financial Advising & Planning and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Founded in 1999, Colchester Global Investors Limited is a Funding & Investment company. The firm provides Funding & Investment and Business Valuation Services.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Sagard is a Commercial Financing and Funding & Investment company. Located in New York, New York and Montréal, Canada, their team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Funding & Investment company Fiera Capital was established in 2003. The midsize team offers Funding & Investment and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Drillcore Energy Partners is a Commercial Financing company established in 2017. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Mount Pleasant, SC
Services provided
Ansley Capital Group is a Commercial Financing company founded in 1999. In Mount Pleasant, South Carolina, the team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Royal Oak, MI
Services provided
The Financial Planning Company is a Financial Advising & Planning company. The team is in Royal Oak, Michigan, and their services include Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Collins Financial Services, a small Business Consulting company, is based in Los Angeles, California. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
Riverwood Properties is a small Commercial Development company located in Atlanta, Georgia. The team specializes in Commercial Development and Commercial Brokerage Services.
Read more -
UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
Davis Partners is a Commercial Development company launched in 1976. Their services include Commercial Development and Commercial Brokerage Services.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
Browman Development Company is a Commercial Property Management company based in Walnut Creek, California. The team specializes in Commercial Property Management and Commercial Development.
Read more -
UndisclosedUndisclosed10 - 49Memphis, TN
Services provided
Allworld Project Management LLC is an Engineering company. Based in Memphis, Tennessee, their team offers Engineering and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Seattle, WA
Services provided
Sustainable Business Consulting is a Seattle, Washington-based Business Consulting company. They focus on Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Peoria, IL
Services provided
David Vaughan Investments, LLC is a Financial Advising & Planning company based in Peoria, Illinois and Winter Park, Florida. Their services include Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Albuquerque, NM
Services provided
Horizon Trust Company is an Accounting company located in Albuquerque, New Mexico. They provide Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Talent Equity Group is a New York, New York-based Executive Search company. They focus on Executive Search and Recruiting and were launched in 1996.
Read more -
UndisclosedUndisclosed10 - 49Berwyn, PA
Services provided
Great Valley Advisor Group is a Financial Advising & Planning company established in 1982. The team specializes in Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
Towne Advisory Services is a small Business Valuation Services company. They specialize in Business Valuation Services and Finance & Accounting Outsourcing (FAO) and were established in 2013.
Read more -
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
Headquartered in Miami, Florida, Cassel Salpeter and Co. Is a small Commercial Financing company. The team focuses on Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
HCR Wealth Advisors is a Financial Advising & Planning company founded in 1988. The team provides Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Westerville, OH
Services provided
Buckingham Advisors is a small Westerville, Ohio-based Accounting company. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Rubicon Talent is a Marketing Strategy company. Established in 2017, their team provides Marketing Strategy and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Washington, DC
Services provided
American Council on Renewable Energy (ACORE) is an Environmental Consulting company. Founded in 2001, the team provides Environmental Consulting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Honolulu, HI
Services provided
Hoku Legacy Solutions LLC, a Cybersecurity company, is in Honolulu, Hawaii. The team provides Cybersecurity and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Annapolis, MD
Services provided
Established in 1984, Novotny, Larash, Venters & Wolf LLC is an Accounting company. The company focuses on Accounting and Branding, and is small.
Read more -
UndisclosedUndisclosed10 - 49Jupiter, FL
Services provided
Jupiter Capital Management LLC is a data analytics company. The team is based in Jupiter, Florida, and their services include BI & big data consulting & SI and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
GH Partners, LLC is a Commercial Financing company. The team offers Commercial Financing and Funding & Investment and is headquartered in New York, New York.
Read more -
UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
Freeman Capital is a Commercial Financing company established in 2015. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Headquartered in Philadelphia, Pennsylvania, Ultra Capital LLC is a small Commercial Financing company. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Knoxville, TN
Services provided
Commercial Financing company Three Roots Capital is in Knoxville, Tennessee. Founded in 2016, the team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerJacksonville, FL
Services provided
Investec Services Inc., a small Commercial Financing and Funding & Investment company, is in Jacksonville, Florida. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerBarre, VT
Services provided
Cher Real Estate, Inc. Is a small Commercial Financing and Funding & Investment company located in Barre, Vermont. The team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerSeattle, WA
Services provided
Headquartered in Seattle, Washington, Robinson Valuation Services is a small Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerGig Harbor, WA
Services provided
Located in Gig Harbor, Washington, Gig Harbor Real Estate is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerAtlanta, GA
Services provided
Barrow Valuation Group, LLC is a small Commercial Financing and Funding & Investment company located in Atlanta, Georgia. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerAtlanta, GA
Services provided
Burns Valuation Consulting is a small Commercial Financing and Funding & Investment company based in Atlanta, Georgia. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerCheyenne, WY
Services provided
Founded in 2011, Mistie Woods is a small Commercial Financing and Funding & Investment company headquartered in Cheyenne, Wyoming. Their team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerNewark, NJ
Services provided
The Hinson Group is a small Commercial Financing and Funding & Investment company based in Newark, New Jersey. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerTroy, MI
Services provided
Seifert Capital is a small Commercial Financing and Funding & Investment company headquartered in Troy, Michigan. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerNew York, NY
Services provided
MS Capital Advisors LTD is a Commercial Financing and Funding & Investment company. Founded in 2006, their team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerMalvern, PA
Services provided
Overbrook Capital, LLC. Is a Commercial Financing and Funding & Investment company established in 2002. The small team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosedFreelancerHouston, TX
Services provided
PLS Equity, LLC is a Funding & Investment company. Launched in 2018, the agency is headquartered in Houston, Texas. Their team provides Funding & Investment and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell 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.
List of the Top 14 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 -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.9/40.016.8/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
31.1/40.017.2/20 Reviews8.6/10 Clients & Experience5.4/10 Market PresenceService focus
10% Funding & Investment90% 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 -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
23.5/40.017/20 Reviews0.3/10 Clients & Experience6.2/10 Market PresenceService focus
30% Funding & Investment70% 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 -
$25,000+$25 - $49 / hr50 - 249Middletown, DE
Ability to deliver
21.4/40.017.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Funding & Investment90% 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
