Top Investment Firms in the United States
1,988 Companies
List of the Top United States Investment Management Firms
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
100% Funding & InvestmentViking Global Investors is a Funding & Investment company. Located in New York, New York and Stamford, Connecticut, their midsize team provides Funding & Investment. The company was launched in
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
100% Funding & InvestmentPayden & Rygel is a Funding & Investment company. Headquartered in Los Angeles, California and London, England, the company was established in 1983. Their team provides Funding & Investment.
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UndisclosedUndisclosed250 - 999Boca Raton, FL
Services provided
100% Funding & InvestmentIn Boca Raton, Florida and Chicago, Illinois, Kayne Anderson is a Funding & Investment company. Founded in 1984, the team specializes in Funding & Investment.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
50% Funding & Investment50% Financial Advising & PlanningFounded in 1988, Canterbury Consulting is a Financial Advising & Planning and Funding & Investment company. The team specializes in Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed250 - 999Minneapolis, MN
Services provided
100% Funding & InvestmentCastlelake is a Funding & Investment company founded in 2005. The team provides Funding & Investment.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
100% Funding & InvestmentCrossmark Global Investments, a midsize Funding & Investment company, is headquartered in Houston, Texas. The team provides Funding & Investment.
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UndisclosedUndisclosed50 - 249Richmond, VA
Services provided
100% Funding & InvestmentTSW (Thompson, Siegel & Walmsley LLC) is a Funding & Investment company. The Richmond, Virginia-based firm offers Funding & Investment.
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UndisclosedUndisclosed50 - 249Southlake, TX
Services provided
70% Funding & Investment30% Business ConsultingGauge Capital is a Southlake, Texas-based Funding & Investment company. They specialize in Funding & Investment and Business Consulting.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
80% Funding & Investment20% Business ConsultingWhite Deer is a Funding & Investment company located in Houston, Texas. They focus on Funding & Investment and Business Consulting and were founded in 2008.
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UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
60% Funding & Investment20% Commercial Financing20% Financial Advising & PlanningSatori Capital is a Funding & Investment company based in Dallas, Texas. The team focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
80% Funding & Investment20% Commercial FinancingMidsize Funding & Investment company Crestline Investors, Inc., is located in Dallas, Texas. The team offers Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
60% Funding & Investment20% Financial Advising & Planning20% Financial ConsultingCAZ Investments, a Funding & Investment company, is located in Houston, Texas. Their services include Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Fort Worth, TX
Services provided
60% Funding & Investment20% Business Consulting20% Commercial FinancingBased in Fort Worth, Texas, Luther King Capital Management is a Funding & Investment company. Founded in 1979, the team offers Funding & Investment and Business Consulting.
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UndisclosedUndisclosed50 - 249Southlake, TX
Services provided
80% Funding & Investment20% Commercial FinancingEstablished in 2006, Trinity Investors is a Funding & Investment company. The team specializes in Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed50 - 249Cambridge, MA
Services provided
50% Funding & Investment50% Commercial FinancingGeneral Catalyst is a Commercial Financing and Funding & Investment company. Founded in 2000, the team specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (5)Cambridge, MA
20 University Rd 4th floor
Cambridge, MA 02138617 234 7000
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UndisclosedUndisclosed50 - 249Austin, TX
Services provided
50% Funding & Investment50% Commercial Financing8VC is a midsize Commercial Financing and Funding & Investment company established in 2016. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Austin, TX
Services provided
50% Funding & Investment50% Commercial FinancingSapphire Ventures, a Commercial Financing and Funding & Investment company, specialize in Commercial Financing and Funding & Investment. They were founded in 1996.
Read moreSee All Locations (4)Austin, TX
801 W 5th St #100
Austin, TX 78703 -
UndisclosedUndisclosed50 - 249Houston, TX
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2012, Golden Section is a Commercial Financing and Funding & Investment company. The midsize team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingIndex Ventures is a Commercial Financing and Funding & Investment company founded in 1996. The midsize team specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (5)New York, NY
405 W 13th St
New York, NY 10014 -
UndisclosedUndisclosed50 - 249Salt Lake City, UT
Services provided
100% Funding & InvestmentUniversity Growth Fund is a Funding & Investment company. Based in Salt Lake City, Utah, the firm was launched in 2015. Their team provides Funding & Investment.
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UndisclosedUndisclosed50 - 249Salt Lake City, UT
Services provided
60% Funding & Investment20% Commercial Property Management20% Financial Advising & PlanningSundance Bay is a Funding & Investment company. They offer Funding & Investment and Commercial Property Management and are in Salt Lake City, Utah.
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$50,000+$300+ / hr50 - 249Charlotte, NC
Services provided
20% Funding & Investment20% Business Consulting20% Commercial Brokerage Services +2 services20% Commercial Development20% Insurance Services & BrokersLocated in Charlotte, North Carolina and Philadelphia, Pennsylvania, Mitch Coles Real Estate, Inc. Is a Business Consulting company. They offer Business Consulting and Commercial Brokerage Services.
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UndisclosedUndisclosed50 - 249Tomball, TX
Services provided
10% Funding & Investment50% Accounting25% Finance & Accounting Outsourcing (FAO) +1 service15% Financial Advising & PlanningSmart Accountants - a springline company is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO), and the agency is located in Tomball, Texas.
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$250,000+Undisclosed2 - 9Chandler, AZ
Services provided
10% Funding & Investment70% Financial Advising & Planning20% Financial ConsultingJ. Martin Wealth Management is a Chandler, Arizona-based Financial Advising & Planning company. They specialize in Financial Advising & Planning and Financial Consulting and were established in
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 4 projectsLos Angeles Real Estate Investors Club, LLC is a company specializing in investment services, providing high-quality educational resources, investor networking opportunities, and detailed valuation and earnings reports. Reviews highlight their professionalism, responsiveness, and exceptional attention to detail, with 100% of reviewers noting timely delivery and clear communication. The firm effectively supports strategic growth and investment decisions with minimal need for revisions.
2 of 2 reviews are 5 stars2 new reviews for Funding & Investment services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews of Los Angeles Real Estate Investors Club, LLC highlight a strong commitment to professionalism and detailed project execution. Clients noted their thorough analysis in valuation and quality of earnings reports, with one stating, 'Their attention to detail and timely delivery stood out.' Both reviewers emphasized the company's responsiveness and effective communication. Overall, the sentiment is highly positive, with no reported areas for improvement, indicating a strong alignment with client needs.Was this helpful?
Industry Experience
Los Angeles Real Estate Investors Club, LLC has garnered positive feedback in the financial services sector, particularly for their expertise in Quality of Earnings analyses and valuation reports. Clients from tax advisory and capital management firms commend the team's thoroughness, responsiveness, and professional communication. The overall sentiment reflects a strong alignment with client needs, making them a favorable choice for businesses seeking reliable support in financial assessments and strategic growth initiatives.
Read All ReviewsSelect Industry to see insights
Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Los Angeles Real Estate Investors Club, LLC's pricing as fitting their budgets while delivering excellent value for money. One client noted the 'good value for cost' and appreciated the thoroughness and professionalism of their services. Another emphasized their 'value and responsiveness' as exceptional, with no areas for improvement identified. Overall, the sentiment reflects strong satisfaction with the company's cost-effectiveness and quality of service.Was this helpful?
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$1,000+Undisclosed2 - 9Lauderdale-by-the-Sea, FL
Services provided
25% Funding & Investment25% Digital Asset Management25% Financial Advising & Planning +1 service25% Financial ConsultingEstablished in 2020, Digital Airdrop Analyst - Gareth Dreher is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Digital Asset Management.
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UndisclosedUndisclosed2 - 9Austin, TX
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Financial ConsultingLaunched in 2020, Home Financing Direct is a small Austin, Texas-based Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Funding & Investment.
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Undisclosed$300+ / hr2 - 9Atlanta, GA
Services provided
25% Funding & Investment25% Financial Advising & Planning25% Financial Consulting +1 service25% Insurance Services & BrokersEmergent Financial Group, a Financial Advising & Planning company, specialize in Financial Advising & Planning and Insurance Services & Brokers. They were launched in 2021.
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$1,000+$200 - $300 / hr2 - 9Dover, DE
Services provided
25% Funding & Investment25% Business Consulting25% Real Estate Law +1 service25% Tax LawNonresident Investor is a Business Consulting company. Based in Dover, Delaware, the company was launched in 2022. Their team focuses on Business Consulting and Funding & Investment.
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$1,000+$150 - $199 / hr10 - 49Provo, UT
Services provided
10% Funding & Investment45% Accounting45% Fractional CFO ServicesAccounting company ProvenCFO specializes in Accounting and Fractional CFO Services. They were founded in 2017.
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$1,000+$25 - $49 / hr10 - 49North Miami, FL
Services provided
15% Funding & Investment20% Financial Consulting15% Business Valuation Services +5 services15% Market Research10% Commercial Financing10% Financial Advising & Planning10% Marketing Strategy5% Finance LawDawn Financial is a Financial Consulting company. Their small team is based in North Miami, Florida. Their services include Financial Consulting and Market Research.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
20% Funding & Investment20% Commercial Brokerage Services20% Financial Advising & Planning +2 services20% Logo20% Recruitment Process OutsourcingMy Miami Mortgage Broker is a Logo company. Headquartered in Miami, Florida and Miami, Florida, the agency was established in 2010. Their services include Logo and Commercial Brokerage Services.
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$5,000+Undisclosed10 - 49Wilmington, DE
Services provided
20% Funding & Investment20% Business Consulting20% Commercial Financing +2 services20% Financial Advising & Planning20% Financial ConsultingMulah, a Business Consulting company, is headquartered in Wilmington, Delaware. Established in 2019, the team specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingFS Investments is a Financial Advising & Planning company. The Philadelphia, Pennsylvania-based team offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)New York, NY
10 E 53rd St 20th floor
New York, NY 1002250 - 75
917-338-5082
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$50,000+$200 - $300 / hr10 - 49Toledo, OH
Services provided
10% Funding & Investment20% Mobile App Development15% ERP Consulting and SI +5 services15% UX/UI Design10% AR/VR Development10% Custom Software Development10% Low/No Code Development10% Web DesignApplication development firm WynHouse: An Innovation Firm was launched in 2018. The team offers Mobile App Development and Custom Software Development.
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UndisclosedUndisclosed2 - 9Heathrow, FL
Services provided
20% Funding & Investment40% Accounting20% Financial Advising & Planning +1 service20% Financial ConsultingUnited Accounting Group LLC is an Accounting company. Their small team of employees is headquartered in Heathrow, Florida. Their team specializes in Accounting and Financial Advising & Planning.
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$5,000+Undisclosed2 - 9Charlotte, NC
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Business Consulting +1 service20% Financial ConsultingDeal Process Partners is a Financial Advising & Planning company. Their team is in Charlotte, North Carolina and provides Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Hamilton Township, NJ
Services provided
50% Funding & Investment50% Commercial FinancingRichardson Commercial Realtors, LLC is a Commercial Financing and Funding & Investment company founded in 1960. The company offers Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1987, Champion Real Estate Company is a Commercial Financing and Funding & Investment company. The agency offers Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Tuscaloosa, AL
Services provided
50% Funding & Investment50% Commercial FinancingPritchett-Moore Property Management is a Commercial Financing and Funding & Investment company. Their team is located in Tuscaloosa, Alabama and offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingHeadquartered in Chicago, Illinois, P2 Capital Funding Group, Inc. Is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 1991, Aries Capital is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingNewport Capital Partners, a Commercial Financing and Funding & Investment company, was founded in 2004. In Chicago, Illinois, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingMarathon Capital, a Commercial Financing and Funding & Investment company, was founded in 1999. In Chicago, Illinois, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingValor Equity Partners is a Commercial Financing and Funding & Investment company launched in 2001. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingNew Harbor Capital, a Commercial Financing and Funding & Investment company, is in Chicago, Illinois. They provide Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2004, HFF Securities L.P. Is a Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment and is in Los Angeles, California.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2013, Vistria Group is a Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingOrigin Investments is a Commercial Financing and Funding & Investment company. Their team is headquartered in Chicago, Illinois. The firm provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2009, L3 Capital is a Commercial Financing and Funding & Investment company. The small team specializes in 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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