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Recent Investment Management News

  • 'Find growth': Strategist tells investors not to worry about high stock valuations
    Investors should disregard concerns over high valuations and focus on growth, according to Matt Orton, chief market strategist at Raymond James Investment Management.
    CNBC.  Monday, 18 Mar 2024 11:00:01 GMT.
  • MFS names new chief investment officer
    MFS Investment Management has named a new chief investment officer top replace Ted Maloney, who will become CEO on Jan. 1, 2025.
    Trajan Warren.  American City Business Journals.  Friday, 15 Mar 2024 17:49:33 +0000.
  • Vanguard Group CEO Tim Buckley announces retirement
    Buckley, who took over as CEO in 2018, has been at the Malvern-based investment management giant since 1991, where he began as a research assistant. As part of the leadership change, Vanguard has named its CIO as president.
    Jeff Blumenthal.  American City Business Journals.  Thursday, 29 Feb 2024 22:43:09 +0000.
This Investment Management directory includes investment management service entries for many States in the USA plus Washington, DC.  This directory page lists investment management services that are located throughout the USA, including their organization or website names as well as their locations, phone numbers, and website links. 
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Before visiting an investment management service listed herein, be sure to verify its address, hours of operation, and appointment requirements (if any) by visiting its website or contacting it.  The investment management service may no longer be in business or it may have moved, and business hours may be irregular.

Each listing specifies the County and State in which the investment management service is located as well as the database categories that are relevant to the listing.  Convenient links to related directory categories and websites may be provided at the bottom of this page.


Alliance Financial Group, Inc.
Dallas, TX 75225
1-214-750-4400
www.alliancefgi.com

Alpha Capital Management
Austin, TX 78746
1-512-322-9318
alphacapm.com

Appleton Partners
Boston, MA 02109
1-617-338-0700
www.appletonpartners.com

Arbor Investment Advisors
Winston Salem, NC 27101
1-336-777-1677
arborinvest.com

ARIS
San Rafael, CA 94903
1-415-492-1890
arisgroup.net

Ascent Investment Partners LLC
Saint Louis, MO 63144
1-314-227-3275
ascentinvestmentpartners.com
  • Investment Management

Ashdon Investment Management LLC
Tullahoma, TN 37388
1-931-461-5733
ashdon.com
  • Investment Management

Asset Management For Professional Inc
Milwaukee, WI 53217
1-414-332-1011
ampinvestment.com

Balasa Din Verno Foltz
Itasca, IL 60143
1-630-875-4900
bdfllc.com

Barrington Strategic Wealth
Chicago, IL 60606
1-312-870-1900
www.bswmg.com

Bel Air Investment Advisors
Los Angeles, CA 90067
1-310-229-1500
www.belair-llc.com

Benedict Group Inc
Elizabeth City, NC 27909
1-252-330-4892
www.benedictgroup.com
  • Computer Software
  • Investment Management

Bingham Osborn & Scarborough
San Francisco, CA 94104
1-415-781-8535
www.bosinvest.com

Bird Island-Hawk Creek Mutual Insurance Co.
Bird Island, MN 55310
1-320-365-3546
bihcm.com
  • Business Management Services
  • Business Services
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance
  • Investment Management
  • Investment Services

Bishop Financial Services
Adrian, MI 49221
1-800-860-7772
www.bishopfinancial.com
  • Financial Services
  • Investment Management
  • Investment Services

Boston Advisors
Boston, MA 02110
1-617-348-3100
www.bostonadvisors.com

Brandywine Global Investment
Philadelphia, PA 19104
1-215-609-3500
brandywineglobal.com

Brentwood Associates
Los Angeles, CA 90025
1-310-477-6611
brentwood.com

Cadence Wealth Management
Westborough, MA 01581
1-508-898-0400
www.cadencewm.com

Canterbury Consulting
Seattle, WA 98101
1-206-839-9830
www.canterburyconsulting.com

Carleton Management
San Diego, CA 92127
1-858-613-1000
carletonmanagement.com

Cashman Consulting & Investment
Redmond, WA 98052
1-425-895-8676
cashmanconsulting.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Clear Bridge Investments LLC
Wilmington, DE 19801
1-302-476-3800
globalcurrents.com
  • Investment Management

Coastwise Capital Group LLC
La Jolla, CA 92037
1-858-454-6670
www.coastwisegroup.com

Cohen & Steers Securities Inc
New York, NY 10017
1-212-832-3232
www.cohenandsteers.com

Colonial Asset Management Inc
Spartanburg, SC 29302
1-864-582-3356
colonialgroup.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Colonial Trust Company
Charleston, SC 29401
1-843-577-0444
www.colonialgroup.com
  • Banks
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Comprehensive Wealth Management
Minneapolis, MN 55402
1-952-405-6000
comprehensivewealthmanagement.net
  • Investment Management

Cunningham Asset Management
Reno, NV 89511
1-775-354-1969
cunninghamasset.com
  • Investment Management

Darilek Investment Group
Austin, TX 78731
1-512-340-1850
www.darilekinvestmentgroup.com/contact_us/

Dean Capital Management
Overland Park, KS 66213
1-913-944-4444
deanmutualfunds.com

Densmore Investments
Glendale, CA 91204
1-818-242-0522
artfieldinvestments.com

DHR Investment Counsel Limited
Oakland, CA 94618
1-510-596-2580
dhrcounsel.com

Diversified Capitol Management
Northbrook, IL 60062
1-847-656-8100
www.childrenofheroes.org
  • Investment Management
  • Management Consultants

E Investment adviser.com LLC
San Diego, CA 92103
1-619-294-3362
www.einvestmentadviser.com

E S Barr & CO
Lexington, KY 40508
1-859-266-1300
esbarr.com
  • Investment Management

Emeritus Investment Management
Mill Valley, CA 94941
1-415-388-3420
www.emeritusinvestment.com

Essex Investment Management Company
Boston, MA 02110
1-617-342-3200
www.essexinvest.com

Fairmont Capital Inc
Brea, CA 92821
1-714-524-4770
www.fairmontcapital.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Loan and Financing Services

Financial Connections Group
Berkeley, CA 94710
1-510-849-4667
www.financialconnections.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Management
  • Investment Services

Financial Counselors Inc
Kansas City, MO 64112
1-816-329-1500
fciadvisors.com

First Advisors
Damariscotta, ME 04543
1-207-563-1900
firstadvisorsonline.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

G K V Capital Management
Westlake Village, CA 91362
1-805-497-2616
www.gkvcapital.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Gensler Group
Coronado, CA 92118
1-619-230-0545
genslergroup.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Management
  • Investment Services
  • Retirement Planning Consultants and Services

GHG Investments Inc
Maywood, IL 60153
1-708-681-3696
willowcreekcabin.com
  • Investment Management

Global Investment & Devmnt
Los Angeles, CA 90010
1-213-365-0005
globalinvestmentdev.com

Grove Coin And Investment
Saint Paul, MN 55116
1-651-731-6659
www.grovecoin.com
  • Investment Management

Hafner Financial Group
Buffalo, NY 14221
1-716-650-4151
www.hafnerfinancial.com
  • Financing
  • Investment Management

Halcyon Asset Management LLC
New York, NY 10022
1-212-303-9400
www.halcyonllc.com

Hammer & Co LLC
Longboat Key, FL 34228
1-941-383-0731
aretiredcollection.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Management
  • Investment Services

Hennessy Advisors Inc
Novato, CA 94945
1-415-899-1555
www.hennessyfunds.com
  • Investment Management

Heritage Financial Service LLC
Norfolk, NE 68701
1-402-379-1811
www.heritagefinservices.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Highpoint Advisors LLC
East Syracuse, NY 13057
1-315-627-0485
www.highpointadv.com

Hollencrest Securities LLC
Newport Beach, CA 92660
1-949-823-7700
hollencrest.com

Imperial Capital LLC
Boston, MA 02110
1-617-478-7600
imperialcapital.com
  • Investment Management

Jacobs Levy Equity Management
Florham Park, NJ 07932
1-973-410-9222
jlem.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Jensen Investment Management
Lake Oswego, OR 97035
1-503-726-4384
jenseninvestment.com
  • Investment Management

John D Dovich & Associates LLC
Cincinnati, OH 45202
1-513-579-9400
www.jdovich.com

John W Bristol & CO Inc
New York, NY 10005
1-212-480-0431
www.jwbristol.com

Kaplan Management CO Inc
Houston, TX 77057
1-713-977-5699
kapcorp.com

KCM Investment Advisors
San Rafael, CA 94901
1-415-461-7788
www.kcmadvisors.com

Keel Point Llc
Vienna, VA 22182
1-703-807-2020
www.keelpoint.com
  • Financial Management and Consulting
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Management
  • Investment Services
  • Personal Financial Services

Kenwood Management Company
Bethesda, MD 20816
1-301-656-7790
www.kenwoodmgt.com

Lakeview Asset Management
Millburn, NJ 07041
1-973-564-8139
www.lakeviewasset.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Legarza Vomund Investment MGMT
Incline Village, NV 89451
1-775-832-8555
etfportfolios.net

Loyola Capital Management
Lake Forest, IL 60045
1-847-482-0007
www.loyolacapital.com
  • Financing
  • Investment Management
  • Loan and Financing Services

Manchester Financial Inc
Westlake Village, CA 91361
1-805-495-4405
www.mfinvest.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

MC Kinley Money LLC
Eau Claire, WI 54701
1-715-835-2732
www.mckinleymoney.com

McMorgan & Company
Burbank, CA 91505
1-818-729-9900
www.mcmorgan.com
  • Investment Advisory Services
  • Investment Management

Meritage Portfolio Management
Overland Park, KS 66210
1-913-345-7000
www.meritageportfolio.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Metapoint Partners
Peabody, MA 01960
1-978-531-4444
metapoint.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Loan and Financing Services

Miers Bobby
Abilene, TX 79601
1-325-673-8543
bobbymiers.com
  • Investment Management
  • Mutual Funds and Brokers
  • Stock and Bond Brokers

Morton Capital Management
Calabasas, CA 91302
1-818-222-4727
mortoncapital.com

Nebraska Energy Federal Credit Union
Columbus, NE 68601
1-402-563-5900
www.ne-fcu.org
  • Auto Insurance
  • Credit Unions
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance
  • Investment Management
  • Investment Services
  • Loan and Financing Services

New Amsterdam Partners
New York, NY 10016
1-212-689-1500
www.napllc.com

North Castle Partners
Greenwich, CT 06830
1-203-862-3200
northcastlepartners.com

North Light Financial Services- Jane Ricardi CFP
Plymouth, MA 02360
1-774-773-3104
www.northlightfinancialservices.com
  • Financial Planning Consultants and Services
  • Financing
  • Investment Management
  • Investments
  • Retirement Planning Consultants and Services
  • Stock and Bond Brokers

Northern Oak Capital MGMT
Milwaukee, WI 53202
1-414-278-0590
northern-oak.com
  • Investment Management

Oarsman Capital Inc
Madison, WI 53719
1-608-204-6200
oarsman.net
  • Investment Management

Optima Fund Management
New York, NY 10022
1-212-813-1059
www.optima.com

Palisades Investment Partners
Santa Monica, CA 90401
1-310-656-6300
palpartners.com

Personal Asset Management
Saint Petersburg, FL 33706
1-727-360-4499
personalam.com

Polen Capital
Boca Raton, FL 33431
1-561-241-2425
polencapital.com

Probitas Partners
San Francisco, CA 94104
1-415-402-0700
probitaspartners.com

RamseyInvesting.com
Seattle, WA 98103
1-888-979-4455
www.RamseyInvesting.com

Rice Hall James & Associates
San Diego, CA 92101
1-619-239-9005
ricehalljames.com

Robert Bender & Associates
Pasadena, CA 91101
1-626-397-9072
www.robertbender.com

Rustic Canyon Group
Santa Monica, CA 90404
1-310-998-8000
www.rusticcanyon.com

SageOak Financial, LLC
Tulsa, OK 74133
1-918-518-1533
www.sageoakfinancial.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Financing
  • Investment Advisory Services
  • Investment Management
  • Personal Financial Services

Saratoga Research & Investment
Saratoga, CA 95070
1-408-741-2330
www.saratogarim.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Management
  • Investment Services

Schnieders Capitol Management
Pasadena, CA 91101
1-626-584-6168
schniederscapital.com

Scott Conyers Capital Management
Aurora, OR 97002
1-503-678-6365
conyerscapitalmanagement.com
  • Investment Management

Simpson Capital Management
Laguna Niguel, CA 92677
1-949-495-7922
www.simpsoncapital.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Spectrum Asset Management
Newport Beach, CA 92660
1-949-955-1121
myspectrum.com

Spectrum Capital Investment
Irvine, CA 92618
1-949-788-1299
putmancpa.com
  • Accountants
  • Certified Public Accountants
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Securities
  • Investment Services
  • Investments
  • Public Accountants

Spectrum Property Management
San Diego, CA 92123
1-858-569-8799
spectrummgt.com

St Germain Investment and Management
Springfield, MA 01115
1-413-733-5111
www.stgermaininvestments.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Investments
  • Personal Financial Services
  • Retirement Income Funds

Stewardship Wealth Management
Overland Park, KS 66223
1-913-647-5305
stewardshipwm.com
  • Investment Management

Stewart & Patten Company
San Francisco, CA 94104
1-415-421-4932
stewartandpatten.com

Stolper & Company
San Diego, CA 92101
1-619-231-9102
www.stolperco.com

Thomas White Intl Limited
Chicago, IL 60605
1-312-663-8300
www.thomaswhite.com

Vision Capital Management Inc
Portland, OR 97258
1-503-221-5656
vcmi.net
  • Investment Management

WCM Investment Management
Laguna Beach, CA 92651
1-949-715-5700
wcminvest.com

Wealth Management Advisors
Ukiah, CA 95482
1-707-462-9053
feeonlyinvestmentadvice.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Management

Wedge Capital Management Inc
Charlotte, NC 28202
1-704-334-6475
www.wedgecapital.com

Western Asset MGMT Company
Pasadena, CA 91101
1-626-844-9400
westernasset.com

Westmount Asset Management Inc
Los Angeles, CA 90067
1-310-556-2502
www.westmount.com

Westshore Capital Partners
Tampa, FL 33602
1-813-223-3600
www.westshorecapitalpartners.com

Westwood Holdings Group Inc
Dallas, TX 75201
1-214-756-6900
westwoodgroup.com

Woodard & Co
Advance, NC 27006
1-336-998-7000
www.wcamg.com
  • Financial Services
  • Financing
  • Investment Management


Nationwide Investment Management

The following enterprises have offices or other facilities in multiple locations; most of them have facilities in multiple states.  Many of these large investment management services list some or all of their office locations on their websites.

Fidelity Investments
www.fidelity.com
Located in about 20 states.
  • Financial Brokers
  • Mutual Funds and Brokers
  • Stock and Bond Brokers
  • Investment Services
  • Investments
  • Investment Management
  • Investment Securities
  • Financial Services
  • Personal Financial Services
  • Financial Planning Consultants and Services
  • Insurance
  • Investment Advisory Services

Related Category Page(s)

financial brokers
Financial Brokers
investment growth curve
Investment Services

Related Web Page

  • Investment Brokers
    www.InvestmentBrokers.us

110 Investment Management entries listed on this page.
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Investment Management Directory