Top Investment Firms in the United States
2,006 Companies
List of the Top United States Investment Management Firms
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
50% Funding & Investment50% Commercial FinancingGuideCap Partners is a small Commercial Financing and Funding & Investment company in Dallas, Texas. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Woodbridge, VA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Gumax International LTD is in Woodbridge, Virginia. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Setauket- East Setauket, NY
Services provided
15% Funding & Investment60% Financial Consulting15% Commercial Financing +1 service10% Business ConsultingFinancial Consulting company Attract Capital, LLC was established in 2000. The team focuses on Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
15% Funding & Investment25% Business Consulting20% Executive Search +3 services15% Recruiting15% Staffing10% Commercial FinancingEstablished in 2009, Cardea Group is a small New York, New York-based Business Consulting company. Their services include Business Consulting and Executive Search.
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UndisclosedUndisclosed2 - 9Birmingham, AL
Services provided
50% Funding & Investment50% Commercial FinancingNorth River Group is a Commercial Financing and Funding & Investment company. They specialize in Commercial Financing and Funding & Investment and were launched in 2016.
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UndisclosedUndisclosed2 - 9Birmingham, AL
Services provided
50% Funding & Investment50% Commercial FinancingNew Capital Partners is a small Commercial Financing and Funding & Investment company headquartered in Birmingham, Alabama. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Birmingham, AL
Services provided
50% Funding & Investment50% Commercial FinancingIV Winds Ventures is a Commercial Financing and Funding & Investment company. Established in 2018, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Houston, TX
Services provided
50% Funding & Investment50% Commercial FinancingHood & House, Inc. PC, a Commercial Financing and Funding & Investment company, offer Commercial Financing and Funding & Investment. They were founded in 1958.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingLocated in New York, New York, LMM Capital Partners is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingG2 Equity Partners is a Commercial Financing and Funding & Investment company in Charlotte, North Carolina. Launched in 2014, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
50% Funding & Investment50% Commercial FinancingNascent Group Holdings is a small Commercial Financing and Funding & Investment company based in Columbus, Ohio. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Signature Investments, LLC is based in Oklahoma City, Oklahoma. They specialize in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Salem, OR
Services provided
50% Funding & Investment50% Commercial FinancingIn Salem, Oregon, Sentient Carbon Partners is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Fort Washington, PA
Services provided
50% Funding & Investment50% Commercial FinancingM5 Venture is a Fort Washington, Pennsylvania-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Lancaster, PA
Services provided
50% Funding & Investment50% Commercial FinancingPerpetual Equity Group is a small Commercial Financing and Funding & Investment company located in Lancaster, Pennsylvania. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Warren, RI
Services provided
15% Funding & Investment50% Financial Advising & Planning15% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingEstablished in 1996, Blue Fin Capital Inc is a Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Rock Hill, SC
Services provided
15% Funding & Investment30% Financial Advising & Planning30% Financial Consulting +2 services15% Commercial Financing10% Business ConsultingEstablished in 2023, Old Mill Capital Partners is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
15% Funding & Investment50% Financial Advising & Planning15% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingElgethun Capital Management, Inc is a Financial Advising & Planning company founded in 2003. The small team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
15% Funding & Investment30% Financial Advising & Planning20% Accounting +3 services15% Commercial Financing10% Business Consulting10% Financial ConsultingFounded in 2005, Thompson Private Wealth, Inc. Is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Brentwood, TN
Services provided
15% Funding & Investment50% Financial Advising & Planning15% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingBased in Brentwood, Tennessee, Tranquility Partners is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
60% Funding & Investment40% Business Valuation ServicesEstablished in 2011, Kalo Capital Management, LLC is a Funding & Investment company. The agency specializes in Funding & Investment and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
60% Funding & Investment20% Accounting10% CRM Consulting and SI +1 service10% Robotics Process AutomationContinuous Scale, a small Funding & Investment company, is in Seattle, Washington. The team offers Funding & Investment and Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
70% Funding & Investment30% Insurance Services & BrokersPlanned Investment Company Inc. Is a Funding & Investment company launched in 1958. The team focuses on Funding & Investment and Insurance Services & Brokers and is in Indianapolis, Indiana.
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UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
50% Funding & Investment50% Financial Advising & PlanningFinancial Advising & Planning and Funding & Investment company Circle City Wealth Management is located in Carmel, Indiana. The team focuses on Financial Advising & Planning and Funding &
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
100% Funding & InvestmentConormara Investments, LLC is a Funding & Investment company. Established in 2006, the firm is in Indianapolis, Indiana. Their team specializes in Funding & Investment.
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UndisclosedUndisclosed2 - 9Fishers, IN
Services provided
70% Funding & Investment30% Financial Advising & PlanningServant Capital Advisors is a Fishers, Indiana-based Funding & Investment company. The team focuses on Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
100% Funding & InvestmentEstablished in 2007, Fuhrmann Capital is a Funding & Investment company. Based in Indianapolis, Indiana, the team offers Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Financial Advising & PlanningAtlantic Investments A Registered Investment Advisor is a Financial Advising & Planning and Funding & Investment company. Their team provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Financial Advising & PlanningGT Investment Management is a Financial Advising & Planning and Funding & Investment company. Their team offers Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingClear Ventures is a Commercial Financing and Funding & Investment company. They were established in 2014 and focus on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company California Technology Ventures, LLC was founded in 1999. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company APA Venture Partners offers Commercial Financing and Funding & Investment. They were established in 2020.
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UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingRembrandt Venture Partners is a small Menlo Park, California-based Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
50% Funding & Investment50% Commercial FinancingIn Beverly Hills, California, Group 11 is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingMerus Capital is a Commercial Financing and Funding & Investment company. They were established in 2008 and specialize in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Saratoga, CA
Services provided
50% Funding & Investment50% Commercial FinancingPanCosmic Capital is a Commercial Financing and Funding & Investment company established in 2020. In Saratoga, California, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
50% Funding & Investment50% Commercial FinancingAristos Ventures Management LLC, a Commercial Financing and Funding & Investment company, is headquartered in Dallas, Texas. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
50% Funding & Investment50% Commercial FinancingBlossom Street Ventures is a Commercial Financing and Funding & Investment company. Established in 2013, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Canaccord Genuity Group was established in 1950. The firm focuses on Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosedFreelancerFair Lawn, NJ
Services provided
10% Funding & Investment40% Accounting40% Financial Advising & Planning +1 service10% Commercial FinancingBenjamin Regev CPA, a small Accounting company, is located in Fair Lawn, New Jersey. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Teterboro, NJ
Services provided
10% Funding & Investment60% Commercial Brokerage Services20% Commercial Property Management +1 service10% Commercial FinancingNAI James E. Hanson is a Commercial Brokerage Services company. They offer Commercial Brokerage Services and Commercial Property Management and are in Teterboro, New Jersey.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
10% Funding & Investment70% Financial Consulting10% Business Consulting +1 service10% Commercial FinancingOpus Fund Services is a Financial Consulting company. The firm is based in New York, New York. Their team provides Financial Consulting and Business Consulting.
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UndisclosedUndisclosed50 - 249Lisle, IL
Services provided
10% Funding & Investment80% Insurance Services & Brokers10% Financial Advising & PlanningInsurance Services & Brokers company Connor & Gallagher OneSource (CGO) is in Lisle, Illinois. They offer Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
10% Funding & Investment30% Business Valuation Services30% Commercial Financing +1 service30% Financial Advising & PlanningSolomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
10% Funding & Investment30% Sports Marketing20% Market Research +4 services10% Business Consulting10% Content Marketing10% Event Marketing10% Social Media MarketingEstablished in 2003, Optimum Sports is a midsize Sports Marketing company. Their services include Sports Marketing and Market Research.
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UndisclosedUndisclosed50 - 249Boston, MA
Services provided
10% Funding & Investment50% Environmental Consulting30% Business Consulting +1 service10% Financial ConsultingREsurety, Inc., an Environmental Consulting company, is headquartered in Boston, Massachusetts. Their services include Environmental Consulting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
50% Funding & Investment50% Financial Advising & PlanningEstablished 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 moreSee All Locations (3)New York, NY
115 W 18th St
New York, NY 100112 - 5
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
60% Funding & Investment40% Business Valuation ServicesFounded in 1999, Colchester Global Investors Limited is a Funding & Investment company. The firm provides Funding & Investment and Business Valuation Services.
Read moreSee All Locations (5)New York, NY
885 Third Avenue 24th Floor
New York, NY 100226 - 9
+1.646.472.1800
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingSagard 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.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
60% Funding & Investment40% Business Valuation ServicesFunding & Investment company Fiera Capital was established in 2003. The midsize team offers Funding & Investment and Business Valuation Services.
Read moreSee All Locations (6)New York, NY
375 Park Avenue 8th Floor
New York, NY 1015250 - 75
+1.212.300.1600
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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
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 12 United States Investment Management Firms
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$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
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