 Bissett & Associates Investment Management Ltd.
 - Cardinal Capital Management, Inc.
- Employee-owned, registered investment counselling firm providing conservative investment management services to both individuals and institutions, including pension funds and foundations.
- Centerfire Capital Management
- Develops strategic relationships with niche market investment specialists who specialize in low risk securities.
- CIBC Wood Gundy
- Clients can access accounts, research investment information, and more.
- HFI Financial Group
- Canadian financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning. HFI programs are most effective for business owners or those in high tax brackets.
- Manitou Capital Corp.@
- Middlefield Group
- Focuses its efforts in areas such as mutual funds, merchant banking, securities, venture capital, resources and real estate.
- RBC Capital Markets
- Provides investment banking, global trading, and private client services.
- RBC Investments
- Helping clients achieve financial goals by addressing their total financial picture with trained advisors and service offices across Canada and abroad.
- Seamark Asset Management Ltd.
- Investment counselling firm for pension, endowment, insurance, and private wealth clients.
- Toron Capital Markets
- Financial risk management firm that designs and manages customized hedging solutions for institutional clients with currency and interest rate exposures.
- Yield Management Group (YMG)
- Investment counsel firm offering a range of traditional and quantitative products for institutional and retail clients.
- HSBC Republic
- Provides private and personal banking throughout the world, with offices in several locations including Geneva, Switzerland.
- 1838 Investment Advisors, Inc.
- 1st Trade
- Engaged in the purchase and sale of limited partnerships, private placements, un-listed REITS, and other non-exchange assets.
- A. A. Nazzaro Associates
- Offers securities lending management and consulting services.
- Abbott Capital Management
- Private equity investment advisor focused exclusively on venture capital, buyouts, and special situations.
- Aberdeen Asset Management plc@
- Abner, Herrman, & Brock Asset Management
- Independent investment management firm providing professional portfolio management for high-net-worth individuals, endowments, foundations, and corporate retirement plans.
- Acadian Asset Management
- Investment management firm specializing in active global and international equity strategies.
- Aeltus Institutional
- Engineered institutional investments.
- Affiliated Managers Group
- Acquires and holds majority equity interests in growing, mid-sized asset management firms.
- Alaska USA Trust Company
- Provides individual self-directed IRA and investment accounts as well as a full range of institutional trust services.
- Allegiance Financial Advisors
- Specializes in asset and money management and investments for individuals, businesses, retirement plans and trusts.
- Allied Irish Bank Asset Management
- Division of AIB offering a range of investment services.
- Amerindo Investment Advisors Inc.
- Handles emerging growth stocks for institutional clients.
- Ameriprise Financial Services: Financial Planning Advisors
- Offers investment advisors, mutual funds, banking, and other financial services.
- AMP Asset Management New Zealand Limited
- International investment manager.
- Asset Advisors Corporation
- SEC registered investment advisor.
- Asset Management Trust
- Independent portfolio management based on solid research, global reach, and performance.
- Associated Financial Group, Inc.
- Atalanta/Sosnoff Capital
- Provides discretionary investment management and related services for corporations, public firms, Taft Hartley plans, foundations, charitable organizations and individuals.
- Attain Capital Management
- Asset management firm focusing on alternative investments in markets across the world.
- Avatar Associates
- AXA Investment Managers
- Dedicated multi-specialist asset manager providing investment solutions.
- Baillie Gifford
- Covers international fund management products and services for pension funds, investment trusts, and unit trusts.
- Baker Steel Capital Managers
- Investment managers in natural resources including, energy, mining, gold, and precious metals.
- Barclays Global Investors
- Institutional investment management services.
- Baring Asset Management@
- Becker Capital Management
- BlackRock Financial Management (1)
- Bollinger Capital Management, Inc.
- Provides technically driven money management services to individuals, corporations, trusts and retirement plans.
- Boyar Asset Management
- Brinker Capital
- Independent provider of money management services.
- Brown Capital Management
- Client roster includes individuals, foundations, and corporate and public pension plans.
- Bull Group Advisors, Ltd.
- Calamos Investments
- Manages assets for institutional and individual investors.
- Campbell Capital Management
- Provides money management and tax consulting services.
- Candover Investments@
- Capstone Asset Management Company
- Manages equities and fixed income securities for private accounts and mutual funds using a range of styles suited to meet the client's needs.
- Cardinal Capital Management
- Century Capital Management
- Specializing in managing investments including venture capital, private equity, public securities, and mutual funds.
- Charleston Valuation Group, The
- Provider of tax consulting, business valuation, and equipment appraisal services.
- Charter Trust Company
- Provides trust and investment management services.
- Chicago Capital Management
- Institutional money manager for corporate pension funds, endowments, foundations, and Taft-Hartley funds.
- Churchill Capital, Inc.
- CI Capital Partners
- CI Capital Partners (formerly Caxton-Iseman Capital) is a leading private equity investment firm.
- Circle Peak Capital
- Private equity investment firm and long-term management partner in minority or control-stake investments to small-cap private consumer and financial services companies of up to $25 million.
- Coho Partners, Ltd.
- Independent investment management company that seeks to produce superior risk-adjusted returns to its clients.
- Colony Capital, Inc.
- Private, international investment firm focusing primarily on real estate-related assets and operating companies.
- Colony Group, The
- Provider of asset management and other wealth management services to high net worth and corporate executive clients. The Colony Group has offices located in Massachusetts and Florida.
- Connecticut Investment Management
- Manages both equity and balanced accounts, for individuals and for institutions.
- Conning Corporation
- Asset management, private equity, and research services for the insurance industry.
- Conrad & Ottess Private Asset Management Ltd
- Offers investment management services along with client research tools and market news.
- Conseco Capital Management
- Manages taxable and tax-exempt assets for institutional clients and individuals.
- Cornerstone Financial Group
- Markets a variety of financial products and services through a professional organization.
- Corporate Asset Advisors, Inc.
- Offers consulting to better manage capital invested in fixed assets.
- Cutler & Company
- Fixed income investment management services.
- Dahab Associates, Inc.
- Provides advice to approximately 45 institutional investors and wealthy families.
- Daiwa Securities Trust Company
- Specializes in providing trust investments and custodial services to institutional clients in the U.S. and abroad.
- Dent Group LLC
- Offers private and institutional investment management
- Denver Investment Advisors
- Money manager, fixed income, mutual funds portfolios international, individual, institutional investment advisor.
- Derivium Capital
- Offers stock loan products.
- Deutsche Asset Management Global
- Offers asset management and finance and investment services to private and institutional investors.
- Deutsche Asset Management: Institutional Investors
- Offers security selection, portfolio construction, strategic planning, and consultative client services.
- Discount Bank and Trust Company
- Provides private banking services, including asset management and protection, portfolio management and more.
- Dorsey, Wright & Associates
- Registered investment advisory firm that includes management of equity portfolios for investors, and investment research services.
- Dover Partners, Inc.
- A registered investment advisor providing disciplined investment management with personal service.
- Dunham and Associates
- Specializing in designing investment portfolios specific to the needs of its clients.
- Elias Asset Management
- Investment management firm specializing in creating and managing wealth for high net worth individuals.
- eSecLending
- Assisting institutional investors in designing and implementing customized securities lending programs.
- Ethos Advisory Services
- Asset management services including IRA accounts, endowment funds, and offshore accounts.
- Explorador Capital Management, LLC
- Provides equity financing to start-ups.
- Feldman Securities Group
- Offers portfolio management outsourcing for bank trust departments and independent trust companies.
- Fidelity: Asset Management
- Fidelity investments, fund prices, and Fidelity asset management for institutional investors.
- First Quadrant Corp.
- Institutional investment management.
- Fisher Investments
- Offers a variety of institutional investing services focused on strategies such as foreign equity, U.S. total return, and small cap value.
- Forest Capital Partners, LLC
- Specializes in providing personalized timberland investment services to well-capitalized investors.
- Forest Investment Associates
- Registered investment adviser provides management services for institutional investors in timberland.
- Franklin Templeton Investments
- Global investment management organization, managing investment vehicles for individuals, institutions, pension plans, trusts, partnerships, and other clients.
- Fred Alger Management
- Offers separate account investment management services to individual and institutional clients.
- Furman Selz
- International financial services, investment banking, and securities firm specializing in corporate finance and capital raising.
- Galliard Capital Management
- Specializing in stable value and fixed income management for institutional investors.
- Global Asset Management and Consulting
- GNI Capital, Inc.
- Registered investment adviser that manages a hedge fund, as well as discretionary separate accounts.
- Goodwyn, Long & Black
- Builds and manages personal and institutional portfolios.
- Hahn Capital Management
- Providing investment management services to high net-worth individuals, pensions, profit-sharing plans and corporations.
- Hakman Group
- Provides investor clients with on-going administrative and advisory services.
- HarbourView Asset Management Corporation
- Registered asset management and investment advisor responsible for managing institutional accounts.
- Haven Capital Management
- Privately held investment management organization.
- Hershey Trust Company
- Incam
- Acts as a broker for the purchase, exchange, and sale of shares of investment funds and related products to individual investors in Germany.
- Investcorp International
- Acts as a principal and an intermediary in international investment transactions.
- Investment Management Lara Group
- Registered investment advisor with the SEC specializing in professional investment management services and asset management.
- Investor AB
- Industrial holding company. It creates value through long-term active ownership and active investment operations.
- Investortools, Inc.
- Providing institutional investment organizations portfolio management and credit analysis systems.
- Ironwood Capital
- Private financial services and investment banking firm that assists middle-market companies in accessing capital.
- ISIS Asset Management UK
- Offers investment services for private investors, independent financial advisers, and institutions. Products include corporate bonds, ISAs, pension funds, trusts, PEP transfers, and SRI solutions.
- J.P. Morgan Chase & Co.
- Offers corporations, financial institutions, and governments cash management and treasury services.
- Janus Capital Group
- Provides investors worldwide with access to a broad range of investment products.
- JRP Capital Corp.
- Provides investment services to accredited investors utilizing an investment discipline.
- Karpus Investment Management
- Kunath, Karren, Rinne & Atkin
- Independent investment advisor for corporations, retirement plans, foundations, high-net-worth individuals, families, not-for-profits and other institutions.
- Labartt Investment Inc.
- Investment services in Czech Republic, specializing in asset management, commercial real estate, managerial counselling, and hotel management.
- Lane Brothers & Co., Inc.
- Fee-only money management and investment consulting services for high-net-worth individuals.
- Lazard Asset Management
- Invests assets for institutions and individuals. Also advises mutual fund families.
- Legacy Trust Company
- Privately-owned, independent provider of personalized trust and wealth management services to individuals, families, and foundations.
- Legatum
- International investment group that invests in the global capital market while applying the same principles of capital allocation to promote sustainable human development.
- 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.
- Leylegian Investment Management, Inc.
- Investment management and advisor specializing in charitable, religious, and tax-exempt clients. Focused on socially responsible investing.
- Lloyd George Management
- Fund management company established in 1991 to provide investment management in Asian equities, especially those of emerging markets, for both private clients and institutional investors.
- Madison Group, Inc., The
- Specialises in wealth transfer planning for high net worth families and businesses.
- Managing Partners Limited
- MPL is a multi-disciplined investment house specializing in managing traded life policies (TLPs) and alternative assets classes for third-party institutions.
- Maryland Capital Management
- Registered investment advisor providing investment management services to high net worth individuals, families, and institutions.
- McCarthy, Crisanti & Maffei, Inc.
- Global financial research firm specializing in real-time analysis of economic developments and financial markets worldwide.
- McLean Asset Management Corporation
- Provides a wealth management approach that integrates personal aspirations and investments.
- Metropolitan West
- Investment and advisory management services including fixed income, domestic and international equity, balanced portfolios, and securities lending.
- Metzler/Payden
- Investment management firm dealing in stock funds, no-load mutual and equity funds, and European equity strategies.
- Molpus Woodlands Group, The
- Timberland investment management organization that acquires, manages, and sells timberland for clients.
- Munder Capital Management
- Mutual funds and investment management services. investment advisory and asset management services for institutional investors and individuals.
- myCFO
- Secure web-based service for high-net-worth individuals offers personal CFO and personalized, integrated portfolio management and access.
- Neuberger Berman (1)
- New Amsterdam Partners
- Specializing in asset management services to pension funds.
- New Star Asset Management
- Provider of fund management services to a wide range of investors including the management of institutional funds and alternative investments.
- NISA Investment Advisors, LLC
- Managing fixed income and equity assets for tax-exempt and taxable institutional clients including retirement plans, insurance companies, foundations, endowments, and Nuclear Decommissioning Trusts.
- Northwestern Trust
- Providing trust, custody and investment management services to corporate and individual clients throughout the United States.
- Nottinghill Investment Advisers, Ltd.
- SEC-registered adviser specializing in disciplined, quantitative approaches to the management of primarily large capitalization equities.
- Numeric Investors LP
- A quantitative investment management firm specializing in active management of stock portfolios.
- Old Mutual Asset Managers (OMAM)
- Subsidiary of Old Mutual plc, offering multi-national asset management services.
- Paradigm Fixed Asset Consulting
- Provides accounting teams with solutions to manage corporate fixed assets.
- Payden-Rygel
- Assisting as equity, cash, or fixed income managers including institutional asset and mutual funds management.
- Peregrine Capital Management
- Manages four well-defined investment styles. Site includes performance and analytical data as well as management biographies.
- Perritt Capital Management
- Portfolio management, investment advice for individuals, corporations and trusts; manage and sell shares in the Perritt Capital Growth Fund.
- PFPC
- Providers of global fund services to the investment management industry.
- PIMCO Bonds
- Offers bond research and management.
- Pitcairn Trust Company
- A full-service financial management firm.
- Polen Capital Management
- Investment management company specializing in equity investments for high net-worth individuals and corporations.
- Presidio Financial Partners
- Provides merger and acquisition and private placement investment banking to emerging growth companies, as well as personal wealth management services.
- Prism Capital Management
- Delivers comprehensive investment advisory solutions to serve the global investment needs of institutions and individuals.
- Pyrford International
- Offers international asset management services for institutions and high net worth individuals.
- RCM Capital Management LLC
- Specializing in investment management and client servicing.
- Record Treasury Management
- Independent currency overlay manager.
- Reuters Financial Products & Services
- Provides data and online tools for the financial markets professional concerning equities, fixed income, treasury, enterprise solutions, risk management, and more.
- Richmond Capital Management
- Independently owned fixed income advisor.
- Rittenhouse Financial Services
- Includes performance returns, officer backgrounds, and their ADV.
- Rockefeller and Co.
- Financial counselling, insurance, and philanthropy services for corporations, not-for-profit groups, and individuals.
- Sanderson & Stocker, Inc.
- Investment management for institutional and private investors.
- Schroders
- International asset management group. Clients include corporations, insurance companies, local and public authorities, charities, pension funds, high net worth individuals, and retail investors.
- Scion Capital, Inc.
- Offers investment management to both individuals and institutions.
- Seasongood Asset Management
- Investment advisor specializing in public finance portfolio management.
- SEI Investments
- Offers trusts, funds, banking, investment advisors, and other services.
- Seneca Capital Management
- Independently operated investment management firm.
- SG Asset Management
- Investment management company, specializing in mutual funds, asset management, Sogelux, investment products, financial products, and alternative management.
- SHP Asset Management
- Operates a senior housing equity investment fund for CalPERS, focused on financing and/or acquiring stabilized independent living properties and CCRCs.
- Smith Affiliated Capital
- Registered investment advisory firm.
- Standard Life Investments
- Asset management company with global coverage of investment instruments and markets.
- Strong Capital Management
- Offers a wide range of asset and investment management services.
- Summit Global Management, Inc.
- Conservative value investing capital management.
- TAM Asset Management, Inc.
- Manages value-indexed portfolios using the DFA index funds.
- TCW Group
- Specializes in managing pension and profit sharing funds, retirement/health and welfare funds, insurance company funds, endowments and foundations.
- Thomas White International, Ltd.
- Providing investment management, research to institutional clients and offering the Thomas White World Fund.
- Trendstat Capital Management, Inc.
- Manages funds and portfolios using diverse financial instruments and systematic strategies for high net-worth individuals, retirement plans, and institutions.
- Trust Resource Company
- Helps clients evaluate, implement, and administer trust and asset management services.
- Unigestion Holding
- United Asset Management Corporation (2)
- Veredus Asset Management
- Emphasis on research, developing trends, marketplace focus, and vital communication with company managers.
- Voyageur Asset Management
- Offers investment management for high net worth and institutional investors.
- Wealth Transfer Group
- Wealth transfer planning for individuals and families.
- Westwood Holdings Group, Inc.
- Investment management, trust and custody services, and a family of mutual funds.
- Whittier Trust Company
- Offers services for high net worth individuals and families.
- Wilkinson O'Grady Global Asset Management
- Investment advisor to individuals and families, trusts, pension funds, foundations, and endowments.
- Winton Capital Management
- Offers a managed account program to investors which engages in the trading of futures and forward contracts.
- Wright Investors' Service
- Providing investment management for institutions, trust organizations, pension plans, foundations, municipalities and individuals.
- Zaske, Sarafa & Associates
- Provides investment management services to institutions and individuals.
- Zeiger Capital Management, Inc.
- Dedicated to the research, design, and management of investment strategies and methodologies based on advanced mathematical, statistical, and computational techniques.
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