- ING
 - Provides investment banking, insurance, and asset management services. - Northwestern Mutual Financial Network
- Provides guidance on insurance, investment products and services, and retirement and estate planning.
- Ameriprise Financial
- Delivering financial solutions to clients through a tailored and personal approach.
- Piper Jaffray & Co.
- Investment services, capital markets, money management, and trust services.
- Primerica
- Financial services company providing income protection, debt elimination, asset management, and education savings programmes. Also offers a business opportunity.
- Conseco
- Offers life and specialised health insurance, real estate financing, and investment products and quotes nationwide.
- Legg Mason
- Principally engaged in providing securities brokerage, investment advisory, investment banking, and commercial mortgage banking services to individuals, institutions, corporations, and municipalities. Legg Mason seeks world-class performance in both equity and fixed income, domestically and internationally.
- AIG SunAmerica
- Conducts its business through five segments: annuity operations, asset management, retirement trust services, broker-dealer operations, and premium financing.
- Alliance Bernstein
- Provides investment management services to institutional clients, high-net-worth individuals, and mutual fund investors.
- MLC Investments
- Offers superannuation, mortgages, insurance and more.
- Julius Baer Group
- Index Funds Advisors
- Fee-only investment advisor specialising in index funds. Includes research demonstrating the long-term superiority of index funds over other investments.
- Investors Capital Corp.
- Securities firm providing asset allocation, performance monitoring, automatic rebalancing, and other services.
- mPower Advisors
- Offers investment advice, retirement planning, and fund and plan information.
- EF Moody
- Registered investment advisor offering comprehensive info on insurance, financial planning, and investments.
- Nuveen Investments
- Investment management firm, helping financial advisors build relationships with affluent and high-net-worth investors.
- Allegheny Financial Group
- Financial planning consultants specialising in investment services, asset management, broker services and mergers and acquisitions.
- Paladin Registry
- Matches individual investors with high-quality financial advisors, planners, and investment managers. Registered advisors assist investors develop financial plans and manage their assets.
- Ric Edelman
- Official site for the financial planner, author, and radio personality.
- Investors Capital Management, Inc.
- Provides range of services including investment management, second opinions, estate planning, small business 401(k), and other pension plans.
- HedgeLender LLC
- Offers stock loan financing and structured equity lines of credit for stock owners.
- Lutheran Brotherhood
- Not-for-profit fraternal benefit society that offers financial products and services to Lutherans.
- Fisher Investments
- Money management firm specialising in global investing, serving affluent individuals and prestigious institutions.
- Family Office Exchange, Inc.
- Wealth management firm for families. Services include recruiting for advisors.
- Greycourt, Inc.
- Services include investment consulting, portfolio design, and asset allocation.
- 165 Services, Inc.
- Helping financially injured investors recover investment losses through tax benefits.
- WrapManager
- Offers investors access to professional money managers.
- H.D. Vest Financial Services
- Provides products and services to assist tax and accounting professionals in becoming financial services centres for their clients.
- Bailard
- Creating custom-tailored, single or multi-asset portfolios for high net worth individuals and institutions.
- Heron Capital Management
- SEC registered investment advisor providing investment services to individuals, trusts, pension funds, and corporations.
- Investors Solutions
- Specialises in affluent investment management and asset allocation services.
- Hammer Capital Management, Inc. (HCMI)
- Registered investment advisor providing fully managed investment services to a variety of clients including individuals, trusts and corporations.
- Media Venture Partners
- Provides media brokerage, capital raising, and merger and acquisition services for media, emerging telecommunication, and information technology companies.
- Quantum Investment Service
- Offers personalised investment management service to individuals and businesses.
- Merriman Capital Management
- Offers buy-and-hold and market timing strategies to investors building or maintaining their retirement portfolios.
- Martin Capital Management
- Serves a diverse client base with investment strategies tailored to individual risk tolerances.
- Yeske & Company
- Providing fee-only financial planning and asset management services.
- Phoenix Investment Partners
- Bell Investment Advisors
- Hands-on financial management, researching highest performing no-load funds, as well as stocks and bonds.
- Alexandria Financial Associates
- Offering financial, retirement, and tax planning, divorce consultation, business valuation, and more.
- Save Daily
- Online micro investing in several mutual funds through small contributions or shopping rebates from selected online retailers.
- 1-800-Mutuals
- Financial planners specialising in providing unbiased retirement planning advice through mutual funds investments.
- Galecki Financial Management, Inc.
- Offers fee only financial planning and asset management services.
- Ivy Asset Management Corp.
- Specialises in multi-manager alternative investments, particularly hedging products.
- Oberweis Asset Management, Inc.
- Brokerage, portfolio, and mutual fund management services.
- Scottish Investment Trust PLC
- Independently managed investment trust.
- Flemings
- Investment management. Equity, bond, guaranteed, managed portfolio, and money funds.
- Schwarz Signs
- Deaf financial planner helping deaf and hard of hearing people move toward their financial independence goals.
- Stemark & Associates
- Provides comprehensive estate and financial planning services for the disabled, those with lifetime special needs, and their families.
- Liberty Financial Companies
- Provides asset management, investments, annuities, mutual funds, retirement plans and a young investor programme.
- A.N. Culbertson & Company
- Financial planning services and investment counsel, including employee retirement plans, portfolio management, and lifetime financial plans.
- Navellier
- Asset manager offering separate accounts, and domestic aggressive growth no-load funds to individuals and investment advisors on a no transaction fee basis.
- Oxford Financial Group, Ltd.
- Registered investment advisor offering fee-only, financial, and investment advisory services to individuals, families, and their trusts.
- St. Denis J. Villere & Company
- Specialises in investment management advisory services.
- WorldWideTraffic.com
- Directory of financial and estate planning information and resources.
- Circle Trust Company
- Offers investment, asset, and trust services.
- Santa Barbara Asset Management
- Provides investment counsel and portfolio management.
- Women and Company
- Offers financial services designed for women.
- Equity Investment Advisors & Sharebrokers Ltd.
- Offers finance and investment services such as real estate and property advice and other opportunities in New Zealand.
 Centre for NRI Services, The
- Provides investment, taxation, immigration, medicare, and real estate services.- Money Concepts International, Inc
- A network of financial planning centres.
- Stolper & Company
- Provides investment advisory services for high net worth individuals, foundations, and endowments including selection of investment managers and mutual fund portfolios.
- Eagle Star
- Life assurance company providing a full range of Irish pension, investment, savings, and protection products.
- National Financial Partners
- Financial services distribution network offering specialised financial care to corporations and high net worth individuals.
- Pillar Capital Advisors
- Manages a broad range of account portfolios including retirement, foundation, individual, and corporate.
- Fiduciary Trust Company
- Management of assets and the administration of trusts for individuals and families.
- Transtrend Vermogensbeheer
- Professional asset manager specialising in well researched, systematic trading strategies (in English and Dutch).
- Stanford Financial Group
- Global network of independent but affiliated companies that provides coordinated wealth management for individuals, corporations, institutions, and governments.
- ING USA
- Offers a range of investment services and products for individuals and institutions including asset management, mutual funds, and life insurance quotes.
- Richardson Financial Group
- Estate retirement and wealth planning services.
- NextGen College Investing Plan
- Designed as a tax-advantaged way to save for the rising costs of higher education.
- Primerica Financial Needs Analysis
- Whether you're saving for a college education or planning for a comfortable retirement, a free Financial Needs Analysis from Primerica Financial Services can help you develop a plan that works.
- R. G. Niederhoffer Capital Management
- Alternative investment manager employing a primarily contrarian strategy to trade global equity, fixed income, and commodity markets. Non-correlated with S&P 500, bonds, managed futures.
- Triad Investments, Inc.
- Provides investment counselling, IRA rollover assistance and other financial advisory services, including stock purchases, 401K and pension services.
- Infostock.com
- Online investment advisory service devoted to help provide investors the information for self-directed financial life management.
- Manitou Investment Management
- Provides discretionary investment management, tax planning, and custodial services.
- Turtle Trading
- Offering international money management for both small and large investors.
- Towry Law Group
- Offers advice and financial services for individuals and businesses.
- Wells Fargo Investment Management Services
- Find personal finance solutions for traditional IRA or investing for retirement at Wells Fargo Financial.
- Reliance Financial Services
- Trust and investment management financial services including investment consulting, employee benefits, retirement plans, estate planning, and tax planning.
- XCU Capital Corp. and Focus Insurance Agency
- Broker/dealer and insurance agency providing long-term investment and retirement planning services to credit union memberships nationwide.
- Financial Planners Index
- Provides calculators, reports, financial planning information, and a national advisor directory.
- Financial Resource Associates
- Provides comprehensive investment and financial planning strategies and advice.
- Alliance Capital - India
- MyOptionValue.com
- Specialises in employee stock option returns.
- MyFinancialAdvice.com
- Connects consumers to pre-screened, objective financial advisors who conduct business over the Internet.
- Primerica Financial Solutions
- Primerica provides its clients with mutual funds to help them build a secure financial future. Other services include life insurance and debt elimination programmes.
- Summit Financial Advisors
- SEC registered investment adviser providing private account and wealth management services to individuals and trusts. Focuses exclusively on building and maintaining wealth, combining a disciplined asset management programme with a total wealth management approach to financial planning.
- Marshall & Ilsley Trust and Investment Management - Milwaukee, WI
- Registered investment advisor providing counselling services nationwide to corporations, not-for-profit organisations and individuals.
- Red Rock Private Wealth Consulting, LLC
- Fee-only certified financial planner specialising in financial, investment, and retirement planning for affluent individuals and families in the Southwest.
- Polynous Capital Management
- Trust Company of Kansas, The
- Trust and investment management services for inviduals, businesses, and charitable clients.
- Camarda Financial Advisors
- Certified financial planners offering investment advice and articles about taxes, insurance, retirement, and estate planning.
- Finesco Associates, Inc.
- Offers general financial planning, retirement and tax planning, annuities, investments, and long term care insurance.
- Critical Capital
- Practical help and planning tools with a step-by-step process for deciding what to do with employee stock options.
- Wealth Control Advisors
- Provides a unified approach to the analysis, management, and monitoring of assets to address the financial, emotional, charitable, and heritage aspects of family and business.
- CC&L Private Capital Management
- Offers personalised investment services.
- Global Financial Advisors, Inc.
- Specialises in fee based services from financial planner licensees for individuals and small business owners.
- Aeltus Investment Management
- Offers equity, fixed income, and multi-asset investment strategies.
- Abbot Financial Management
- Eagle Star International Life
- Life insurance, retirement benefits, and investment services in Europe, Latin America, Middle East, Asia, and Africa.
- Parag Parikh Financial Advisory Services
- Provides weekly and monthly business updates including detailed financial analysis.
- Stockmarkit.com
- Includes information on IPOs, mutual funds, stock lending, banking, real estate, equity research, market commentary, and more.
- Trust Company of Illinois
- Provides personalised, proactive investment management and other financial services to clients in and around the western Chicago suburbs.
- Merit Advisors
- Offers asset management services.
- Froley, Revy Investment Company, Inc.
- Money manager who specialises in convertible bonds and preferred stocks. Clients include pension funds and foundations.
- Insight Capital Research & Management
- Specialises in managing growth equity portfolios.
- M.D. Sass Investors Services, Inc.
- Offers investment management services to financial institutions, state and local governments, Fortune 500 companies, and high net worth individuals.
- Advisor World
- Offers system for matching consumer needs to the qualifications of tax, accounting, and financial advisors.
- C.W. Henderson & Associates
- Investment counselling firm specialising in tax-exempt municipal securities.
- Lanson Financial
- Independent offshore investment monitoring service for expatriates.
- HSBC Investment Management
- Provides discretionary and advisory services to U.K. and international private clients, family trusts, charities, private unit trusts, and self-administered pension funds.
- Retirement Plans Advisor
- Features retirement plan information, savings guide, and advisory services.
- Kentucky Financial Group (KFG)
- Lyon Capital Management
- Provides investment management services for individuals and small businesses.
- Kenneth J. Gerbino & Company
- Management of distinct investment accounts.
- Pittsford Capital Group
- Offers financial services including retirement advice, consulting, fixed investments, and brokerage services.
- Investa, Inc.
- Investment advisiors and money managers specialising in indexing and enhanced index strategies.
- Kochis Fitz Wealth Management
- Provides comprehensive financial planning services to professionals, business owners, and other individuals of substantial income, assets, or high net worth.
- Montrusco Associaties, Inc.
- Financial Management Consultants (FMC) of Virginia
- Fee-only personal financial advisory firm implementing and managing plans on an on-going basis.
- Integra Capital Management
- Features up-to-date fund prices and market commentaries.
- Westport Resources
- Offers financial planning, discretionary portfolio management, and other investment services.
- Cincinnati Asset Management
- Offers two complimentary programmes for investors¿ core fixed income allocations of long term diversified portfolios: investment grade and high yield bonds.
- KCM Investment Advisors
- Investment management company that manages domestic and international equity and fixed income portfolios for individuals and institutions.
- MyWealthStore.com
- Seminars and wealth building resources. Provides the information and resources you need to make wise financial choices and build a lifetime of tremendous wealth.
- Planned Financial Services
- Provides services to increase and protect your assets.
- Sestina Network
- Provides fee-only financial planning.
- InvestorTree
- Find certified financial planners including retirement specialists, fee only investment advisors, money managers, estate planners, and more.
- FinanceGrrl
- Network of financial services professionals across the United States who are available to help you sort out your finances - whatever state they're in.
- Financial Economics Consulting Group, Inc.
- Offering financial management advice to individuals and businesses.
- Guardian Trust Company
- Trust and investment management services for individuals, small businesses and charities.
- TriArc Advisors
- Network of attorneys, accountants, investment consultants, and financial planners.
- SSI Investment Management, Inc.
- Offering hedged investments designed to combat market volatility.
- Segall Bryant & Hamill Investment Counsel
- Provides independent investment counsel for management in equity, fixed income, and balanced investment strategies.
- Sosnowy Investment Management Company, Inc. (SIMCO)
- Investment advisory firm offering a contrarian risk management strategy.
- Linwood Investment Advisors
- Investment and portfolio management for growth-oriented investors. Mutual fund selection and management.
- No-Load Fund Advisor, The
- Manages client funds through a balancing of growth with safety.
- PaladinInvestors.com
- Helps investors find, evaluate, and select personal financial planners and advisors.
- Summit Financial Strategies
- Fee-only financial planning and investment advisory firm.
- First Financial Advisors
- Fee-only management through allocation of no-load mutual funds.
- Friedberg Investment Management, Inc.
- Money management firm, focuses on long-term investment objectives.
- Hutchens Investment Management
- Disciplined, value-oriented investment management for individuals and institutions.
- Losch Management Company
- Offers investment advisement services for high net worth individuals.
- Mediqus Asset Advisors, Inc.
- Financial planning, asset and investment management services for healthcare professionals and organisations.
- Michael Dallas Annuities
- Financial planner, offering annuity information including current annuity interest rates, income annuity guide, and online order forms.
- Sullivan, Bruyette, Speros & Blayney, Inc.
- Offers to help select individuals and businesses manage their finances successfully.
- Tardus Financial Services
- Tardus offers financial planning, debt reduction, and investment strategies.
- Jabez Advisory Group
- Provides personal and corporate portfolio analysis and asset allocation as well as tax, financial, and insurance planning.
- Javelin Wealth Management
- Provides financial advice on everything from investment funds to insurance.
- Peak Financial Management, Inc.
- Registered money management firm that offers a full service approach to financial planning with tailored investment management programmes.
- xelan
- Provides asset protection, offshore accounting, and investment services for doctors.
- AZROC Capital Management, Inc.
- Investment advisory and money management firm serving both institutional and individual clients.
- Cooper Linse Hallman Capital Management, Inc.
- Provides market timing and risk management services.
- Investment Management Associates, Inc.
- Investment advisory firm managing portfolios for individuals, corporations, retirement plans, trusts, and endowments.
- Normandie Capital Management
- Lincoln Financial Advisors
- Delivers objective and strategic advice designed to preserve, grow, and transfer clients' assets to help meet their financial goals.
- McGibbon Asset Management
- Provides asset management for personal financial portfolios.
- Planned Asset Management
- Specialises in tax advantaged and income investments, money management, mutual funds, life insurance, estate planning, and retirement planning.
- Platinum Financial Planners, Inc.
- Specialising in estate planning, Medicaid planning, stabilizing portfolios, and asset protection.
- EFS Financial Resources
- Helps preserve your estate, plan wealth accumulation strategies, reduce estate and income taxes, develop retirement plans and continue your farm/business.
- Medley and Brown
- Fee-only firm offers advisory and asset management services to individuals, families, small businesses, foundations, and retirement plans.
- Financial Planning Consultants, Inc.
- Provides active dynamic asset management.
- Gofen and Glossberg
- Investment counselling firm serving diversified portfolios for individuals, trusts, corporations, employee benefit plans, endowments, and others.
- North East Asset Management
- Specialises in fee-only financial planning and investment management services.
- Schield Management Company
- Eagle Financial Advisors
- Fee-only wealth management firm, offering investment management, financial planning, tax planning, tax return preparation, and other financial services.
- O'Sullivan Sims & Hogan
- Offering portfolio management for individuals and institutions. Site includes weekly commentary on various markets.
- Silicon Valley Capital Management
- Can direct your capital into the exciting arena of growth stock investing.
- City Life Asset Management
- Offers financial advice and asset management services.
- Guardian Capital Advisors, Inc.
- Provides investment solutions based on investment management and risk analysis.
- Jefferson Pilot Securities Corporation
- Provides long-term securities and insurance solutions to individuals and small businesses.
- Murray Financial Group
- Provides personal and professional financial advice including investment management and financial and retirement planning services.
- Raymond James Financial Services
- Provides counsel, financial education, direction, and planning.
- Sigma Management
- Asset management company providing real estate, corporate, and personal financial planning services.
- Business Planning Group
- Offers library of financial calculators, articles, tax tips, and financial glossaries.
- Goldsmith Mellon DeLosReyes, Inc.
- Money management firm utilizes portfolio theory and efficient frontier disciplines for individual and institutional investors.
- Jacobus Wealth Management, Inc.
- Offering wealthy individuals and families customised solutions to financial challenges.
- PDP Capital
- Offers alternative investment management, investment diversification, and hedge funds.
- White Oaks Wealth Advisors
- Fee-only financial planning and investment advisory firm.
- 4FinancialPlanners.com
- National register of Certified Financial Planners and investment advisors, searchable by zip code.
- Emerald Planning Services
- Offers investment advice, risk management, and financial and retirement planning services.
- Geier Asset Management
- Offers comprehensive financial planning, asset management, and family office services.
- Pension Evaluators at Tryon, Inc.
- Provides pension evaluation services.
- eFinancialProfiles.com
- Offers sample case studies, articles, and calculators for retirement, education, investment, and estate planning.
- Frontier Partners, Inc.
- Provides strategic consulting and business development representation to institutional investment management firms.
- CitrinGroup
- Assists small and medium investors with personal finance planning and index investing.
- Legacy Capital Partners
- Conservators of wealth and investment advisors for high net worth clients and institutions.
- Stemple, W. Gary CFP
- Financial advisor providing investment, insurance, and financial planning advice, content, and calculators.
- Mason Asset Management
- Registered investment advisor offering asset management services.
- Pinnacle Financial Services
- Helping individuals and small to mid-sized businesses achieve their investment and retirement goals.
- LifeMap
- Provides customised retirement, investment, and estate planning. Business continuation and special projects can be included with additional fee.
- Sagemark Consulting
- Provides advice regarding retirement, investment, and estate planning.
- Chestnut Investment Group (CIG)
- Offering tax, legal, insurance, estate, and financial planning services in Rockland County, New York.
- Coughlin Financial Services, Inc.
- Services include financial, retirement, and estate planning, creation of investment policy statements, and asset management.
- Timeless Capital Management
- Independent, fee-only registered investment advisor providing customised and affordable investment management services in New Jersey and Pennsylvania.
- Veer Equity
- Advising and managing equity investment in India for non-resident Indians and foreign investors.
- Sterk Financial Services
- Certified financial planners specialising in investment analysis, retirement and estate planning, college funding, life and health insurance, and wealth management.
- Total Wealth Management
- Financial planning and wealth optimisation strategies from Total Wealth Management. Also offers financial articles and calculators, short seminar videos, and helpful downloads.
- Lau Associates
- Provides fee-only financial planning, private wealth management, and multi-family office services to high net worth individuals and families.
- Opes Capital Management
- Investment management services for individuals and institutions. Investments include equities, options, futures, and fixed income securities.
- Timothy J. Watters, CFP
- Provides financial planning tools and information for companies and individuals.
- Erlandson, David CFP
- American Express financial advisor providing financial alternatives and options for clients seeking to make informed decisions about retirement.
- DLH & Associates
- Specialised in mutual funds investment and retirement savings planning.
- Ameriprise Financial: Investment Stocks & Bonds
- As an investor at Ameriprise Financial, you'll have access to a wide range of investment choices to help achieve your investment goals, including stocks, bonds, and options.
- Carlo Scevola & Partners
- An international company providing strategic consulting, financial guidance, international planning, and offshore company formation.
- Certified Financial Group
- Independent personal financial planning firm in Central Florida offering fee-based financial planning and investment management through a SEC Registered Investment Advisor.
- Crossinvest
- Wealth management company incorporated in Singapore. Crossinvest offers highly personalised and exclusive financial advisory services to high net worth individuals, entrepreneurial families, and institutions.
- Eldred, Robert CFP
- Financial planner offering investment management, stock and mutual fund brokerage, advisory services, life insurance, and fee-based financial plans.
- Financial Planning Perspectives
- Serving clients in Ohio, Minnesota, Missouri, Michigan, and Colorado.
- Finicity
- Offers money management tools to help reach your financial goals.
- First Command Financial Planning, Inc.
- Delivering personalised plans incorporating investments, insurance, and full-service banking to help American families pursue their financial goals.
- Genesis Financial Management
- Not-for-profit credit and financial counselling group helping clients eliminate personal debt.
- Goheen Financial Group
- Financial services for personal and group wealth management as well as individual and group health and life insurance plans. The Goheen Financial Group helps you realize your dreams for your business and your family.
- Janney Montgomery Scott LLC
- Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors.
- Jones, Diann
- MetDESK specialist provides parents with resources and special needs planning for the future of a child or adult dependent with a disability. Site features seminars, newsletter, and articles.
- MetLife Securities, Inc: Financial Planning
- Helping clients plan for life with professional, comprehensive financial guidance.
- My-investment.com
- Investment-brokerage and capital management company offering capital management services for individuals and institutions.
- Old Mutual US
- Wealth management organisation offers offering high-quality asset management and insurance strategies for institutional and individual investors.
- PlannerConnect
- Connects you with a qualified financial planner in your area to help you define and plan financial goals. The PlannerConnect matching service is completely complimentary to the consumer.
- TheMostDependable.com: Wealth Management
- Wealth manager selection guide and directory to help users make an informed decision when hiring a local wealth manager.
- Wealth Spa, The
- The Wealth Spa provides independent, fee-only financial planning advice, education, teleclasses, books, study-at-home kits, and resources.
- Weedflower, Inc.
- Offers investment management, long-term investing services, and an investment strategy known as Persistent Growth Investing.
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