| 1. | Becker Capital Management | | | A 100% employee owned registered investment advisor managing assets for individuals, corporate pension and profit sharing trusts, multi-employer trusts and endowment funds.
www.beckercap.com |
| 2. | Co., LLC | | | A Registered Investment Advisor that manages a variety of institutional and individual investment accounts. Specializes in equity and options strategies.
www.gualario.com |
| 3. | Koehler Financial Services, Inc. | | | A registered investment advisor providing fully managed investment services to individuals, trusts, pensions, 401K plans and corporations.
www.koehlerfinancial.com |
| 4. | Daret Capital Management | | | An investment advisor firm specializing in the management of securities portfolios and retirement plans for individuals and small businesses.
www.daretcapital.com |
| 5. | Managed Account Services, Inc. | | | A fee-only Registered Investment Advisor providing institutional quality, conservative, long-term global equity opportunities to investors worldwide.
www.fee-only-advisor.com |
| 10. | Strategic Capital Management | | | Investment and financial planning consultancy, offering money management, disability, executive benefits, asset allocation, health insurance and retirement planning.
www.gotoscm.com |
| 12. | Liberty Ermitage Group | | | UK based investment advisory service that specialise in Hedge Fund investments.
www.liberty-ermitage.com |
| 13. | Noesis Capital Management Corp. | | | Financial results consistent with our clients' investment goals, with capital preservation a priority at all times.
www.noesis-capital.com |
| 14. | Lee Investment Consulting | | | A fee-only financial planning firm, and registered investment advisor located in Raleigh, North Carolina
www.leeinvest.com |
| 15. | Forest Investment | | | Registered Investment Adviser providing investment management services for institutional investors in timberland.
www.forestinvest.com |
| 18. | Benefit Planning Services | | | Provides Fee-Only Investment Management, Financial Planning and Charitable Consulting.
www.bpsfinancial.com |
| 21. | Drake Management LLC | | | An SEC registered investment advisor focusing on managing fixed income portfolios for investors worldwide.
www.drakemanagement.com |
| 22. | Vanderbilt Capital Advisors, LLC | | | Registered as an investment advisor under the Investment Advisors Act of 1940. Specializing in fixed income securities. Offers publications, newsletters and links to bond resources.
www.vcallc.com |
| 23. | Oxford Financial Group, Ltd. | | | Offering fee-only, financial and investment advisory services, and wealth management for families, individuals, and institutions.
www.ofgltd.com |
| 24. | Cobblestone Capital Advisors, LLC | | | A registered investment advisor located in Rochester, NY, managing private and institutional funds. Information about staff and how to contact them.
www.cobblestonecap.com |
| 28. | Tonello Capital Management | | | Tonello Management uses no-load, asset allocation strategies, to lower your risk while optimizing your return. Licensed CPA and Certified Financial Planner.
www.tonellomanagement.com |
| 29. | BBR Partners Home | | | Comprehensive financial solutions for a select community of wealthy investors.
www.bbrpartners.com |
| 30. | YKP Financial Services | | | Beverly Hills-based financial advisory firm providing full service wealth management services to individuals and businesses.
www.ykpfinancial.com |
| 31. | Brailsford and Co. | | | Registered investment advisors based in Summerville, South Carolina.
www.brailsfordcompanyllc.com |
| 33. | Bell Investment Advisors | | | Provides financial planning and investment management to individual investors and corporate entities.
www.bellinvest.com |
| 34. | Company | | | Fee-only financial advisors in Denver, Colorado. Providing tax, estate and retirement planning services to individuals, trusts, pension plans and corporations.
www.janiczek.com |
| 35. | Nottinghill Investment Advisers, Ltd. | | | SEC-registered adviser using a disciplined, quantitative approach to the management of primarily large capitalization equities.
www.nottinghilladvisers.com |
| 36. | Caleb Lawrence | | | Independent full service financial planning and investment..
www.clinvestments.com |
| 37. | Lyster Watson and Company | | | A SEC Registered Investment Advisor specializing in the selection and monitoring of hedge funds for individuals and institutions.
lysterwatson.com |
| 38. | Welch Group | | | Registered investment adviser located in Birmingham, Alabama.
www.welchgroup.com |
| 41. | Martin Capital Advisors | | | A registered investment advisor managing individual investment portfolios and mutual funds forlong term capital appreciation and income.
www.martincapital.com |
| 44. | Legacy Capital Management, Inc. | | | Provides institutional-quality money management and boutique service to wealthy individuals and their families.
www.legacycapitalinc.com |
| 47. | Strategic Investment Advisors | | | Briefly qualifies a range of financial services, including alternative investments such as capital guaranteed hedge funds. Also private equity services and shareholder protection plans.
www.strategyriskmanager.com |
| 48. | Cambridge Appleton Trust | | | Offering investment services, retirement planning, trust management, estate planning, custody services andcollege savings plans.
www.cambridgeappleton.com |
| 50. | Big Oak Advisors | | | Employee benefits, group insurance and retirement plans.
www.bigoakadvisors.com |
| 51. | Halberstadt Financial Consultants, Inc. | | | Princeton, New Jersey based investment advisors. Specializes in financial planning, investment asset management, and risk tolerance analysis.
www.princetonadvisors.com |
| 53. | FLC Capital Advisors | | | Provides financial and retirement planning, asset management and tax planning.
www.flccapitaladvisors.com |
| 55. | American Capital Management,Inc. | | | Formed in 1980 to provide superior returns for clients by investing in quality small and medium sized growth companies
www.americancapitalmanagement.com |
| 56. | Future Funds Pty Ltd | | | Provides superannuation, retirement and investment advice to clients in Australia from Sydney to Perth.
www.futurefunds.com.au |
| 57. | Privest, Financial Advisors | | | Privest is a Mexican firm specialized in portfolio management for individuals, corporations and institutions.
www.privest.com.mx |
| 58. | Dion Money Management | | | Provides mutual fund based money management to larger investors.
www.dionmoneymanagement.com |
| 59. | OakBrook Investments, LLC | | | A registered investment advisor specializing in domestic large cap equity investments.
www.oakbrookinvest.com |
| 61. | DSC Financial, Inc. | | | Providing investment selection and portfolio management to individuals, families and private trusts.
www.dscfinancial.com |
| 62. | ECM Capital Management | | | Registered investment advisor and a growth stock management company.
www.encinocm.com |
| 63. | Strategic Analysis Corporation: | | | Offers a balance sheet driven perspective for company valuations to simplify stock selection and portfolio management.
www.strategicanalysis.ca |
| 64. | Associates, Inc. | | | Registered investment adviser specializing in managing portfolios of high grade convertible bonds and preferreds providing safety, income and growth.
www.carrconverts.com |
| 65. | Montvest | | | Independent investment advisor offering portfolio management services on a fee-only basis.
www.montvest.com |
| 66. | Fidelity Capital Management. | | | Provides comprehensive financial planning services, including estate, retirement,and business continuity planning.
FidelityCapitalManagement.com |
| 68. | Sandalwood Securities | | | Hedge funds, alternative and non-traditional investment strategies. A multi-manager/multi-strategy approach to investing.
www.sandalwoodsecurities.com |
| 69. | Market-Timing | | | Registered investment advisor offering market timing and fund selection techniques.
www.market-timing.com |
| 73. | Mitchell Capital | | | Registered Investment Advisor serving employee benefit plans, foundations, and individual investors with accounts of $400,000 and above.
www.mitchcap.com |
| 74. | Suggest, Inc | | | An investment management firm based in Palo Alto, serves the San Francisco Bay Area.
suggestinc.com |
| 76. | The Monitor Group, Inc. | | | Nationally recognized fee-only financial planning firm, located in Fairfax, Virg.
www.monitor-inc.com |
| 77. | GLB Group | | | Fee-only investment advisory specializing in building and managing growth-oriented equity portfolios.
www.glbgroup.com |
| 78. | CDK Realty Advisors | | | Registered investment advisor engaged in real estate investment activities for pension funds and foundations.
cdkrealtyadvisors.com |
| 79. | Crescent Sterling Ltd | | | Individualized investment management and financial planning services.
www.crescentsterling.com |
| 80. | Draupnir LLC | | | A private equity investment firm specializing in negotiated investments.
draupnirllc.com |
| 88. | Seasongood Asset Management | | | A Cincinnati, Ohio based investment advisor specializing in public finance portfolio management.
sgood.com |
| 89. | Noroian Capital Management | | | Registered investment advisors. Providing investment management services for individuals and corporations.
www.noroian.com |
| 90. | Trinity Asset Management Inc. | | | Fee-based investment management for high net worth individuals, as well as charitable trusts and foundations.
www.trinityasset.com |
| 92. | Salient Financial Corp | | | Registered investment advisor for individuals and corporate retirement plans with at least $500,000 of liquid investment capital.
www.salientfinancial.com |
| 93. | William D. Witter, Inc. | | | Registered investment advisor that offers money management services to individuals and institutions.
wdwitter.com |
| 97. | Red Hills Capital | | | Manager of the Red Hills Value portfolio. Direct money management services located in Tallahassee, Florida.
www.rhasset.com |
| 98. | Redmond, Haas and Lightfoot | | | Financial services for endowment funding, franchises, non profit organizations, and family businesses.
rhltech.com |
| 99. | Carmel Capital Management | | | Independent registered investment advisor. The firm manages discretionary common stock portfolios and specializes in small capitalization equities.
www.carmelcapital.com |
| 101. | Portfolio Capital Management | | | Registered investment advisors and portfolio managers. Describes investment services plus investment performance, staff and contact information.
www.portfoliocapital.com |
| 103. | GW Capital, Inc. home page | | | Institutionally focused investment management boutique specializing in small-cap equity and blended high-yield fixed income. Located in Bellevue, Washington.
gwcapitalinc.com |
| 105. | Claremont Financial Group | | | Registered Investment Advisor that assists individual investors and qualified retirement plans with financial planning and asset management services.
www.claremontfinancial.com |
| 108. | Clinton Group | | | Registered investment adviser managing investment funds for individual, institutional, and sovereign investors.
www.clinton.com |
| 110. | Bardin Financial Services | | | Registered investment advisor in the California gold country, managing personal, trust, and retirement assets in stocks, bonds and mutual funds.
www.bardinfinancial.com |
| 113. | Moneyworld-IFA | | | Company offers financial services products.
moneyworld-ifa.co.uk |
| 114. | Carson Financial Planning Group | | | Financial planning and investment advice to entrepreneurs, professionals, executives and retired couples.
www.cfpgroup.org |
| 115. | Compass Investment Advisors | | | An independent and objective financial advisory firm serving the needs of individuals and their families.
www.compassinvest.com |
| 120. | Appleton Group Online | | | Investment advice and guidance to individuals, 401(k) participants, corporations and other institutions.
www.appletongrouponline.com |
| 122. | Kanalt Trust Company | | | Fee-only financial advice. Manage assets and serve as adviser, trustee or executor for clients.
www.kanaly.com |
| 124. | Street Asset Management. | | | Ranked number two in Nelsons Worlds Best Money Managers in the U.S.
www.streetassetmanagement.com |
| 126. | Co. | | | Invest principally in publicly-traded, micro-capitalization companies.
www.towleco.com |
| 127. | Company | | | Investment management consulting and asset allocation services.
www.courtneysmithco.com |
| 128. | West Coast Asset Management | | | Focused on long-term capital appreciation with limited risk and personal equity management.
www.wcaminc.com |
| 129. | Co., LLC | | | Specializes in making strategic investments in special situations with a value and event-driven approach.
www.tennenco.com |
| 130. | Maryland Capital Management | | | Investment management services to high net worth individuals, families and institutions.
www.mdcapital.com |
| 135. | Elysium Wealth Management | | | Personalized investment strategies designed to meet the wealth objectives of you and your family.
www.elysiumwealth.com |
| 136. | Haberer Investment Advisor | | | Private and corporate account management. Current positions and opinions on the US stock markets.
www.haberer.com |
| 137. | Arshad, Inc. | | | Manages public and private investments for high net-worth individuals.
www.na-boston.com |
| 139. | Johnston Investment Counsel | | | Full service, fee-based investment consulting and advisory firm serving institutions and high net worth individuals.
www.jicinvest.com |
| 140. | Skip Weldon | | | Fee-only consulting services and public speaking engagements.
www.skipweldon.com |
| 141. | Weiss Money Management, Inc. | | | Registered investment advisory, coordinate asset allocation, retirement and estate planning.
www.weissfund.com |
| 142. | Focus Financial Consultants | | | Fee-only financial planning and investment management services by CPA's and CFP's.
www.focusfinancialconsultants.com |
| 143. | Nea Capital | | | Asset management and advisory services specializing in structured products and alternative investments.
www.neacapital.com |
| 144. | Bares Capital Management, Inc. | | | Discretionary investment management for private individuals and institutions using value investing principles.
www.barescapital.com |
| 146. | Abbott Capital Management | | | Independent registered investment advisor offering diversified portfolios of alternative investments, including venture capital, buyout and special situation partnerships.
www.abbottcapital.com |
| 147. | Roman Financial Advisors | | | Specializing in fee only financial planning including tax planning, risk management and investment counseling.
www.feeonlyadvisor.com |
| 149. | Mercer Asset Management | | | Investment advisory firm providing portfolio management and financial planning services.
www.mercerasset.com |
| 150. | Our Financial Advisor | | | Long term financial planning for a secure retirement.
www.ourfinancialadvisor.com |
| 151. | Marathon Strategic Advisors, LLC | | | Strategies and solutions for the long-term investment needs of individuals, corporations, trusts, estates, and retirement programs.
www.mstrategic.com |
| 152. | Gould Asset Management | | | Specializing in disciplined, quantitative investment strategies and employing a globally diversified range of asset classes.
www.gouldasset.com |
| 153. | Thompkins Financial Advisory Service | | | Performs technical analysis on fidelity sector funds and advises clients on when to buy, what fund to buy and when to sell and move to cash.
www.fund-analysis-fidelity-sector.com |
| 155. | Capitalideasadvisors.com | | | Registered investment advisor providing disciplined investment management.
www.capitalideasadvisors.com |
| 156. | GA Bishop and Associates, LLC | | | Provides as-needed financial planning services and advice to people and small businesses.
www.gabishopandassociates.com |
| 157. | Millenium Trust Company, LLC | | | Trustee for IRA's, pension plans and personal trusts for individuals and investment advisors.
www.mtrustcompany.com |
| 159. | Monaghan Financial Services Inc. | | | Investment advisory firm providing portfolio management and financial planning services located in Denver, CO.
www.thecpaplanner.com |
| 162. | McMahan Capital Management | | | Financial planning and investment advisory firm offering retirement and estate planning, and portfolio management. based in Indianapolis, Indiana.
www.mcmahancapital.net |
| 163. | Westend Capital Management | | | Portfolio management trust services financial planning and hedge fund in San Francisco.
www.westendcapitalmanagement.com |
| 165. | Accumulation Strategies | | | Registered investment advisor offers financial planning and investment advice.
www.accumulationstrategies.com |
| 166. | Associates, Inc. | | | Investment advisor working with high net worth individuals, retirement accounts, and corporations.
www.ablonline.com |
| 167. | Albion Management Group | | | A fee-only investment management firm providing investment management, financial consulting and financial planning services since 1982.
www.albionmgmt.com |
| 168. | HGK Asset Management | | | Individual investment services and mutual funds for retirement funds of unions, corporations and individuals.
www.hgk.com |
| 170. | Alder Financial Group | | | Fee-only registered investment advisor providing wealth management and investment advisory services for individuals, corporations and retirement plans throughout the Southeast.
alderfinancial.com |
| 171. | Jwa Financial Group, Inc. | | | Fee-based asset management, tax planning, retirement planning and estate planning.
www.jwafinancialgroup.com |
| 172. | Lennox Financial | | | Portfolio and hedge fund management, current market commentary.
www.lennoxfinancial.com |
| 173. | D.R. Loeser and Co. Inc. | | | A financial advisory firm registered with the Securities and Exchange Commission. Provides capital management and investment services.
drloeser.com |
| 175. | Painter Financial | | | Offers investment advice, financial planning and asset management services.
www.painterfinancial.com |
| 176. | Clearview Financial | | | Provides investment management and advice to individuals and businesses.
www.clearviewfinancial.net |
| 177. | Hatton Consulting, Inc. | | | Offering financial planning, retirement consulting, risk management and estate plans.
www.hattonconsulting.com |
| 178. | Co. | | | Financial planning to family offices, businesses and individuals.
www.robertsglore.com |
| 179. | CornerCap Investment Counsel | | | Independent investment counseling and management firm focused on disciplined, long-term investments.
www.cornercap.com |
| 181. | Emerging Money Corporation | | | Estate and tax planning services for stock owners through hedge loan backed stock to cash and family discount life programs.
www.emergingmoney.com |
| 182. | Sectoral Asset Management Inc. | | | Specializes in managing global equity portfolios by industry, with private funds and sub-advisory mandates.
www.sectoralasset.com |
| 183. | Putnam Investments | | | Investment management services for individuals and institutions nationwide.
www.putnam.com |
| 184. | PANDA Investment Advisors, Inc. | | | Investment advisory services and tax-efficient equity money management for individual investors.
www.pandainvestment.com |
| 187. | Smart Investor | | | Investment managers providing institutional style, tax efficient portfolio management to retail investors.
www.smart-investor.cc |
| 190. | Gold Leaf Capital Management, Inc. | | | Fee-only, independent money management firm specializing in capital preservation investments and focused on IRAs, IRA rollovers, retirement and estate planning.
www.goldleafcapital.com |
| 193. | BluePrint Financial Services | | | Fee only advisor offering traditional and alternative investment strategies.
www.blueprintfinancialservices.com |
| 196. | EconoStrat Advisory Corp. | | | Independent, registered investment adviser providing personalized financial planning and investment management services.
www.econostrat.com |
| 199. | Sonata Capital Group | | | Investment advice for individuals, families and foundations.
www.sonatacapital.com |
| 200. | Cardinal Capital Management | | | Fee-only investment advisor providing personalized investment management to individuals, trusts and retirement plans.
www.cardinalcapitalmanagement.com |
| 201. | F.L. Putnam | | | Independent investment counseling firm providing.
www.flputnam.com |
| 202. | Quantum Capital Management, Inc. | | | Investment company specializing in customized stock and bond portfolio management for the retirement plan and trust market.
www.quantumcapitalmgmt.com |
| 206. | Benchmark Funds, Inc. | | | Registered investment advisor specializing in alternative investments.
www.benchmarkfundsinc.com |
| 208. | Company, LLC | | | Independent, multi-strategy private equity firm based in New York
www.sigulerguff.com |
| 210. | The Savant Group | | | Independent, privately-owned, fee-only investment advisory firm.
www.thesavantgroup.com |
| 211. | Assetia Capital Management | | | Registered investment advisors offering managed accounts, advisory and currency overlay services.
www.assetia.com |
| 212. | Dresner Financial Planning | | | Specializes in financial planning, contract negotiation, tax preparation, and investment advice for Clergy.
www.Clergyplanning.com |
| 215. | Insurance Services, Inc. | | | Financial planning and investment advisory services for individuals, businesses, pension and profit sharing programs, estates and trusts.
www.athenalink.com |
| 216. | Merk Investments | | | SEC registered investment advisor serving private clients in the US and Europe.
www.merkinvestments.com |
| 217. | Active Asset Management | | | An investment advisory firm and a fee-based manager of equity portfolios.
activeassetmanagement.com |
| 218. | David P. Sims | | | Financial consulting and planning. Large list of educational resources.
www.davidpsims.com |
| 219. | Associates | | | Estate and financial planning services, insurance and investment products.
www.mackellarassociates.com |
| 221. | Greystone Financial Advisors, LLC | | | An independent, fee-only investment advisor specializing in wealth management, financial and retirement planning.
www.greystonefinancial.com |
| 222. | Financial Planning Associates, Inc. | | | A Registered Investment Adviser specializing in strategic asset allocation and personal financial planning services, including retirement planning.
www.fpai.net |
| 223. | Comex Capital, Inc. | | | An independent investment advisor, portfolio and asset management firm.
www.comexcapital.com |
| 225. | The Lam Group Inc. | | | A registered investment advisory firm. Specialize in providing investment advice and management, as well as providing consulting services for foundations, endowments and institutions.
www.thelamgroup.com |
| 226. | Investment Advice | | | Covers all areas of financial planning at all ages. Advice can be fee or commission based.
www.Bournemouthinvestments.co.uk |
| 227. | Heritage Finance and Trust Company | | | An independent financial institution specialising in asset management for private individuals and institutional investors.
www.heritage.ch |
| 228. | Camelot Fund | | | An absolute return, multi strategy investment company specializing in equity and foreign exchange investments.
www.camelotfund.com |
| 229. | Fiduciary Asset Management, LLC | | | A registered investment adviser offering a range of equity and fixed income strategies for institutional and private clients.
www.fiduciaryasset.com |
| 230. | Solomon Asset Management | | | A Registered Investment advisor provides personal investment management services for individual investors with small and medium size accounts.
www.solomonam.com |
| 231. | Prudent Wealth Management LLC | | | A Registered Investment Advisor specializing in managing separate, equity based portfolios for individuals.
www.prudentwealth.com |
| 232. | O'Brien Capital Management | | | Independent, fee-based registered investment advisory firm providing financial planning and money management services to individuals and corporations.
www.ocmi.biz |
| 234. | Signet Asset Management | | | A Registered advisory firm offering portfolio management services for institutional and individual accounts.
www.signet-am.com |
| 235. | Rocaton Investment Advisors, LLC | | | Offers independent investment consulting services to institutional investors including defined benefit and contribution, financial intermediary.
www.rocaton.com |
| 237. | Warwick Butchart Associates Ltd | | | Providers of investment advice, personal financial planning, and retirement and pensions services to private clients, charities, and pension funds.
www.warwickbutchart.co.uk |
| 238. | Bartlett and Co. | | | Providing investment advisory services, custom tailored portfolios and investment education to both institutional and private clients.
www.bartlett1898.com |
| 240. | Co., Inc. | | | Registered investment advisor located in Haverford, PA with offices in Akron, OH and Evanston, IL,. USA.
www.widmannsiff.com |
| 241. | WaveRider, Inc. | | | Manages accounts for individuals and institutions with a concentration on the Elliott Wave Model.
www.waverider.us |
| 242. | Investor Solutions, Inc. | | | Fee-only NAPFA Registered Investment Advisory firm providing investment management services using index funds.
www.InvestorSolutions.com |
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