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Recent Investment Management News

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
  • Financial Services
  • Investment Management
  • Investment Services
  • Stock and Bond Brokers

Alpha Capital Management
Austin, TX 78746
1-512-322-9318
alphacapm.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Appleton Partners
Boston, MA 02109
1-617-338-0700
www.appletonpartners.com
  • Business Consultants and Advisors
  • Business Management Services
  • Business Services
  • Financial Services
  • Investment Management
  • Investment Services
  • Management Consultants

Arbor Investment Advisors
Winston Salem, NC 27101
1-336-777-1677
arborinvest.com
  • Financial Services
  • Financing
  • Investment Management

ARIS
San Rafael, CA 94903
1-415-492-1890
arisgroup.net
  • Investment Management
  • Investment Services

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
  • Business Management Services
  • Financial Services
  • Financing
  • Investment Management

Balasa Din Verno Foltz
Itasca, IL 60143
1-630-875-4900
bdfllc.com
  • Financial Services
  • Financing
  • Investment Management

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Brandywine Global Investment
Philadelphia, PA 19104
1-215-609-3500
brandywineglobal.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Brentwood Associates
Los Angeles, CA 90025
1-310-477-6611
brentwood.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Personal Financial Services

Carleton Management
San Diego, CA 92127
1-858-613-1000
carletonmanagement.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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

Chicago Equity Partners LLC
Chicago, IL 60601
1-312-629-8200
chicagoequity.com
  • Investment Management

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Securities
  • Investment Services
  • Investments

Cohen & Steers Securities Inc
New York, NY 10017
1-212-832-3232
www.cohenandsteers.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Stock and Bond Brokers

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/
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Stock and Bond Brokers

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 Capital Management
Arroyo Grande, CA 93420
1-805-489-6700
divcapital.net
  • Investment Management

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
  • Financial Planning Consultants and Services
  • Investment Management
  • Investment Services

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Loan and Financing Services

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

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

Gerard Wealth Management
Olathe, KS 66062
1-913-747-2349
gerardwealth.com
  • Investment Management

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
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Management
  • Investment Services

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Financial Planning Consultants and Services
  • Financial Services
  • Financing
  • Insurance
  • Investment Management

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

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

John W Bristol & CO Inc
New York, NY 10005
1-212-480-0431
www.jwbristol.com
  • Building and Home Construction
  • Building Remodeling and Repair Contractors
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Kaplan Management CO Inc
Houston, TX 77057
1-713-977-5699
kapcorp.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Property Management

KCM Investment Advisors
San Rafael, CA 94901
1-415-461-7788
www.kcmadvisors.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Nickel Investment Advisors
Windsor, CA 95492
1-707-838-6971
www.nickelinvest.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Management
  • Investment Services

Nolan Paul CPA PFS CPE
Fort Myers, FL 33908
1-239-454-2820
www.paulnolancpa.com
  • Accountants
  • Accounting, Auditing and Bookkeeping Services
  • Financial Services
  • Investment Management
  • Investment Services
  • Public Accountants

North Castle Partners
Greenwich, CT 06830
1-203-862-3200
northcastlepartners.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Loan and Financing Services

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Loan and Financing Services
  • Personal Financing
  • Personal Loans

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
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Polen Capital
Boca Raton, FL 33431
1-561-241-2425
polencapital.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Probitas Partners
San Francisco, CA 94104
1-415-402-0700
probitaspartners.com
  • Investment Management
  • Investment Services
  • Loan and Financing Services

Proquest Investment
Princeton, NJ 08542
1-609-919-3560
www.proquestvc.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Investments
  • Loan and Financing Services

R E Wacker Associates
San Luis Obispo, CA 93401
1-805-541-1308
www.rewacker.com
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Business Consultants and Advisors
  • Business Management Services
  • Business Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Management Consultants

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Property Management

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

Sterling Investment Advisors LLC
Bolivar, MO 65613
1-417-777-7677
sia.us.com
  • Investment Management

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

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
  • Financial Services
  • Investment Advisory Services
  • Investment Management

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
  • Financial Services
  • Financing
  • Investment Advisory Services
  • Investment Management

Western Asset MGMT Company
Pasadena, CA 91101
1-626-844-9400
westernasset.com
  • Investment Management
  • Investment Securities
  • Investment Services
  • Investments

Westmount Asset Management Inc
Los Angeles, CA 90067
1-310-556-2502
www.westmount.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services

Westshore Capital Partners
Tampa, FL 33602
1-813-223-3600
www.westshorecapitalpartners.com
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Investment Services
  • Investments

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

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financial brokers
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Mutual Funds & Brokers

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