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| Alphabetical | By Popularity | | - (AU) AMP
 - Provides investments consulting, insurances, home loans, and retirement plans. - (NZ) AMP New Zealand
- Services include banking, savings and investments, retirement planning, and insurance.
- (AU) Asgard
- Provides premium investment, super, and pension products in Australia
- (AU) AXA Australia
- Broad-based investment, insurance, and financial services operation.
- (NZ) Equity Investment Advisors & Sharebrokers Ltd.
- Offers finance and investment services such as real estate and property advice and other opportunities in New Zealand.
- (AU) ING Australia
- Offers financial and investment services to customers, advisors, and employers.
- (AU) Invest.com.au
- Provides financial planning, investment, insurance, superannuation, and retirement advice.
- (AU) Macquarie Bank
- Provides investment banking, stockbroking, and funds management.
- (AU) Macquarie Private Wealth
- Advice and planning solutions for private investors, including full-service stockbroking, online trading, wealth management, portfolio management, and private banking.
- (AU) Matrix Planning Solutions
- Offers advice on superannuation and financial investments.
- (AU) MLC Investments
- Offers superannuation, mortgages, insurance and more.
- (AU) Optimoney
- The business plan for the home.
- (AU) Platinum Asset Management
- International equity manager that uses a thematic stock-picking approach that concentrates on identifying out-of-favour stocks.
- (NZ) (AU) Tower
- Financial services group with offices throughout New Zealand and Australia, offering a range of insurance, trustee, savings, and investments services.
- (AU) Wealthyfrog
- Provides unbiased coaching about money. Coaches are licensed, are investors themselves, and provide one-on-one customised, ongoing coaching. There is no bias to any investment strategy.
- 1-800-Mutuals
- Financial planners specialising in providing unbiased retirement planning advice through mutual funds investments.
- 165 Services, Inc.
- Helping financially injured investors recover investment losses through tax benefits.
- 4FinancialPlanners.com
- National register of Certified Financial Planners and investment advisors, searchable by zip code.
- A.N. Culbertson & Company
- Financial planning services and investment counsel, including employee retirement plans, portfolio management, and lifetime financial plans.
- Abbot Financial Management
- Advisor World
- Offers system for matching consumer needs to the qualifications of tax, accounting, and financial advisors.
- Aeltus Investment Management
- Offers equity, fixed income, and multi-asset investment strategies.
- AIG SunAmerica
- Conducts its business through five segments: annuity operations, asset management, retirement trust services, broker-dealer operations, and premium financing.
- Alexandria Financial Associates
- Offering financial, retirement, and tax planning, divorce consultation, business valuation, and more.
- All Financial Advisors
- Independent and comprehensive U.S. directory of financial advisors and financial planners. Free for consumers and investors.
- Allegheny Financial Group
- Financial planning consultants specialising in investment services, asset management, broker services and mergers and acquisitions.
- Alliance Bernstein
- Provides investment management services to institutional clients, high-net-worth individuals, and mutual fund investors.
- Ameriprise Financial
- Delivering financial solutions to clients through a tailored and personal approach.
- 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.
- AZROC Capital Management, Inc.
- Investment advisory and money management firm serving both institutional and individual clients.
- Bailard
- Creating custom-tailored, single or multi-asset portfolios for high net worth individuals and institutions.
- Bell Investment Advisors
- Hands-on financial management, researching highest performing no-load funds, as well as stocks and bonds.
- BNY Mellon Wealth Management
- Provides comprehensive wealth management services to wealthy individuals and families, charitable gift programmes, and endowments and foundations.
- Bull Path Capital Management
- Equity asset management firm specialising in long-short equity investment strategies.
- Business Planning Group
- Offers library of financial calculators, articles, tax tips, and financial glossaries.
- C.W. Henderson & Associates
- Investment counselling firm specialising in tax-exempt municipal securities.
- Camarda Financial Advisors
- Certified financial planners offering investment advice and articles about taxes, insurance, retirement, and estate planning.
- Carlo Scevola & Partners
- An international company providing strategic consulting, financial guidance, international planning, and offshore company formation.
- CC&L Private Capital Management
- Offers personalised investment services.
- Centre for NRI Services, The
- Provides investment, taxation, immigration, medicare, and real estate services.
- 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.
- Chestnut Investment Group (CIG)
- Offering tax, legal, insurance, estate, and financial planning services in Rockland County, New York.
- Cincinnati Asset Management
- Offers two complimentary programmes for investors¿ core fixed income allocations of long term diversified portfolios: investment grade and high yield bonds.
- Circle Trust Company
- Offers investment, asset, and trust services.
- CitrinGroup
- Assists small and medium investors with personal finance planning and index investing.
- City Life Asset Management
- Offers financial advice and asset management services.
- Conseco
- Offers life and specialised health insurance, real estate financing, and investment products and quotes nationwide.
- Cooper Linse Hallman Capital Management, Inc.
- Provides market timing and risk management services.
- Coughlin Financial Services, Inc.
- Services include financial, retirement, and estate planning, creation of investment policy statements, and asset management.
- Critical Capital
- Practical help and planning tools with a step-by-step process for deciding what to do with employee stock options.
- 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.
- DLH & Associates
- Specialised in mutual funds investment and retirement savings planning.
- Eagle Financial Advisors
- Fee-only wealth management firm, offering investment management, financial planning, tax planning, tax return preparation, and other financial services.
- Eagle Star
- Life assurance company providing a full range of Irish pension, investment, savings, and protection products.
- Eagle Star International Life
- Life insurance, retirement benefits, and investment services in Europe, Latin America, Middle East, Asia, and Africa.
- EF Moody
- Registered investment advisor offering comprehensive info on insurance, financial planning, and investments.
- eFinancialProfiles.com
- Offers sample case studies, articles, and calculators for retirement, education, investment, and estate planning.
- EFS Financial Resources
- Helps preserve your estate, plan wealth accumulation strategies, reduce estate and income taxes, develop retirement plans and continue your farm/business.
- Eldred, Robert CFP
- Financial planner offering investment management, stock and mutual fund brokerage, advisory services, life insurance, and fee-based financial plans.
- Emerald Planning Services
- Offers investment advice, risk management, and financial and retirement planning services.
- ESPlanner
- Sells economics-based personal financial planning software for consumers and financial planners.
- Family Office Exchange, Inc.
- Wealth management firm for families. Services include recruiting for advisors.
- FastFA.com
- Allows members to access online tools and resources that help manage cash flow and financial planning. Includes a calculator and blog.
- Fiduciary Trust Company
- Management of assets and the administration of trusts for individuals and families.
- 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.
- Financial Management Consultants (FMC) of Virginia
- Fee-only personal financial advisory firm implementing and managing plans on an on-going basis.
- Financial Planners Index
- Provides calculators, reports, financial planning information, and a national advisor directory.
- Financial Planning Consultants, Inc.
- Provides active dynamic asset management.
- Financial Planning Perspectives
- Serving clients in Ohio, Minnesota, Missouri, Michigan, and Colorado.
- Financial Resource Associates
- Provides comprehensive investment and financial planning strategies and advice.
- Finesco Associates, Inc.
- Offers general financial planning, retirement and tax planning, annuities, investments, and long term care insurance.
- 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.
- First Financial Advisors
- Fee-only management through allocation of no-load mutual funds.
- Fisher Investments
- Money management firm specialising in global investing, serving affluent individuals and prestigious institutions.
- Flemings
- Investment management. Equity, bond, guaranteed, managed portfolio, and money funds.
- Friedberg Investment Management, Inc.
- Money management firm, focuses on long-term investment objectives.
- Frontier Partners, Inc.
- Provides strategic consulting and business development representation to institutional investment management firms.
- Galecki Financial Management, Inc.
- Offers fee only financial planning and asset management services.
- Geier Asset Management
- Offers comprehensive financial planning, asset management, and family office services.
- Genesis Financial Management
- Not-for-profit credit and financial counselling group helping clients eliminate personal debt.
- Global Financial Advisors, Inc.
- Specialises in fee based services from financial planner licensees for individuals and small business owners.
- 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.
- Gold Medal Waters
- Independent, fee-only investment advisor and certified financial planner offering comprehensive wealth management, retirement planning, financial planning, and investment management.
- Goldsmith Mellon DeLosReyes, Inc.
- Money management firm utilizes portfolio theory and efficient frontier disciplines for individual and institutional investors.
- Greycourt, Inc.
- Services include investment consulting, portfolio design, and asset allocation.
- Guardian Capital Advisors, Inc.
- Provides investment solutions based on investment management and risk analysis.
- Guardian Trust Company
- Trust and investment management services for individuals, small businesses and charities.
- H.D. Vest Financial Services
- Provides products and services to assist tax and accounting professionals in becoming financial services centres for their clients.
- Hammer Capital Management, Inc. (HCMI)
- Registered investment advisor providing fully managed investment services to a variety of clients including individuals, trusts and corporations.
- HedgeLender LLC
- Offers stock loan financing and structured equity lines of credit for stock owners.
- Heron Capital Management
- SEC registered investment advisor providing investment services to individuals, trusts, pension funds, and corporations.
- 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.
- Hutchens Investment Management
- Disciplined, value-oriented investment management for individuals and institutions.
- Index Funds Advisors
- Fee-only investment advisor specialising in index funds. Includes research demonstrating the long-term superiority of index funds over other investments.
- Infostock.com
- Online investment advisory service devoted to help provide investors the information for self-directed financial life management.
- ING
- Provides investment banking, insurance, and asset management services.
- ING Financial Services
- ING offers a range of investment services and products for individuals and institutions, including asset management, mutual funds, and life insurance quotes.
- Insight Capital Research & Management
- Specialises in managing growth equity portfolios.
- Integra Capital Management
- Features up-to-date fund prices and market commentaries.
- Investa, Inc.
- Investment advisiors and money managers specialising in indexing and enhanced index strategies.
- Investment Management Associates, Inc.
- Investment advisory firm managing portfolios for individuals, corporations, retirement plans, trusts, and endowments.
- Investors Capital Corp.
- Independent broker dealer providing back office support, resources, and consulting services to financial advisors and planners.
- Investors Capital Management, Inc.
- Provides range of services including investment management, second opinions, estate planning, small business 401(k), and other pension plans.
- Investors Solutions
- Specialises in affluent investment management and asset allocation services.
- InvestorTree
- Find certified financial planners including retirement specialists, fee only investment advisors, money managers, estate planners, and more.
- Ivy Asset Management Corp.
- Specialises in multi-manager alternative investments, particularly hedging products.
- Jabez Advisory Group
- Provides personal and corporate portfolio analysis and asset allocation as well as tax, financial, and insurance planning.
- Jacobus Wealth Management, Inc.
- Offering wealthy individuals and families customised solutions to financial challenges.
- Janney Montgomery Scott LLC
- Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors.
- Javelin Wealth Management
- Provides financial advice on everything from investment funds to insurance.
- Jefferson Pilot Securities Corporation
- Provides long-term securities and insurance solutions to individuals and small businesses.
- 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.
- Julius Baer Group
- KCM Investment Advisors
- Investment management company that manages domestic and international equity and fixed income portfolios for individuals and institutions.
- Kenneth J. Gerbino & Company
- Management of distinct investment accounts.
- Kentucky Financial Group (KFG)
- Kochis Fitz Wealth Management
- Provides comprehensive financial planning services to professionals, business owners, and other individuals of substantial income, assets, or high net worth.
- Lanson Financial
- Independent offshore investment monitoring service for expatriates.
- Lau Associates
- Provides fee-only financial planning, private wealth management, and multi-family office services to high net worth individuals and families.
- Legacy Capital Partners
- Conservators of wealth and investment advisors for high net worth clients and institutions.
- 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.
- Liberty Financial Companies
- Provides asset management, investments, annuities, mutual funds, retirement plans and a young investor programme.
- LifeMap
- Provides customised retirement, investment, and estate planning. Business continuation and special projects can be included with additional fee.
- Lincoln Financial Advisors
- Delivers objective and strategic advice designed to preserve, grow, and transfer clients' assets to help meet their financial goals.
- Linwood Investment Advisors
- Investment and portfolio management for growth-oriented investors. Mutual fund selection and management.
- Losch Management Company
- Offers investment advisement services for high net worth individuals.
- Lutheran Brotherhood
- Not-for-profit fraternal benefit society that offers financial products and services to Lutherans.
- Lyon Capital Management
- Provides investment management services for individuals and small businesses.
- 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.
- Manitou Investment Management
- Provides discretionary investment management, tax planning, and custodial services.
- Marshall & Ilsley Trust and Investment Management - Milwaukee, WI
- Registered investment advisor providing counselling services nationwide to corporations, not-for-profit organisations and individuals.
- Martin Capital Management
- Serves a diverse client base with investment strategies tailored to individual risk tolerances.
- Mason Asset Management
- Registered investment advisor offering asset management services.
- McGibbon Asset Management
- Provides asset management for personal financial portfolios.
- Media Venture Partners
- Provides media brokerage, capital raising, and merger and acquisition services for media, emerging telecommunication, and information technology companies.
- Mediqus Asset Advisors, Inc.
- Financial planning, asset and investment management services for healthcare professionals and organisations.
- Medley and Brown
- Fee-only firm offers advisory and asset management services to individuals, families, small businesses, foundations, and retirement plans.
- Merit Advisors
- Offers asset management services.
- Merriman Capital Management
- Offers buy-and-hold and market timing strategies to investors building or maintaining their retirement portfolios.
- MetLife Securities, Inc: Financial Planning
- Helping clients plan for life with professional, comprehensive financial guidance.
- Michael Dallas Annuities
- Financial planner, offering annuity information including current annuity interest rates, income annuity guide, and online order forms.
- Money Concepts International, Inc
- A network of financial planning centres.
- MoneyManager.com
- Searchable directory of money managers from across the U.S.A. Includes information and articles on personal finance, real estate, retirement, taxes, and market.
- Montrusco Associaties, Inc.
- mPower Advisors
- Offers investment advice, retirement planning, and fund and plan information.
- Murray Financial Group
- Provides personal and professional financial advice including investment management and financial and retirement planning services.
- My-investment.com
- Investment-brokerage and capital management company offering capital management services for individuals and institutions.
- MyFinancialAdvice.com
- Connects consumers to pre-screened, objective financial advisors who conduct business over the Internet.
- MyOptionValue.com
- Specialises in employee stock option returns.
- 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.
- National Financial Partners
- Financial services distribution network offering specialised financial care to corporations and high net worth individuals.
- Navellier
- Asset manager offering separate accounts, and domestic aggressive growth no-load funds to individuals and investment advisors on a no transaction fee basis.
- NextGen College Investing Plan
- Designed as a tax-advantaged way to save for the rising costs of higher education.
- No-Load Fund Advisor, The
- Manages client funds through a balancing of growth with safety.
- Normandie Capital Management
- North East Asset Management
- Specialises in fee-only financial planning and investment management services.
- Northwestern Mutual Financial Network
- Provides guidance on insurance, investment products and services, and retirement and estate planning.
- Northwestern Mutual Financial Network: Planning to Succeed
- Offers guidance and advice to achieve current financial success, or protect and preserve assets over the long term.
- Nuveen Investments
- Investment management firm, helping financial advisors build relationships with affluent and high-net-worth investors.
- O'Sullivan Sims & Hogan
- Offering portfolio management for individuals and institutions. Site includes weekly commentary on various markets.
- Oberweis Asset Management, Inc.
- Brokerage, portfolio, and mutual fund management services.
- Opes Capital Management
- Investment management services for individuals and institutions. Investments include equities, options, futures, and fixed income securities.
- Oxford Financial Group, Ltd.
- Registered investment advisor offering fee-only, financial, and investment advisory services to individuals, families, and their trusts.
- 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.
- PaladinInvestors.com
- Helps investors find, evaluate, and select personal financial planners and advisors.
- PDP Capital
- Offers alternative investment management, investment diversification, and hedge funds.
- Peak Financial Management, Inc.
- Registered money management firm that offers a full service approach to financial planning with tailored investment management programmes.
- Pension Evaluators at Tryon, Inc.
- Provides pension evaluation services.
- Phoenix Investment Partners
- Pillar Capital Advisors
- Manages a broad range of account portfolios including retirement, foundation, individual, and corporate.
- Pinnacle Financial Services
- Helping individuals and small to mid-sized businesses achieve their investment and retirement goals.
- Piper Jaffray & Co.
- Investment services, capital markets, money management, and trust services.
- Pittsford Capital Group
- Offers financial services including retirement advice, consulting, fixed investments, and brokerage services.
- Planned Asset Management
- Specialises in tax advantaged and income investments, money management, mutual funds, life insurance, estate planning, and retirement planning.
- Planned Financial Services
- Provides services to increase and protect your assets.
- 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.
- Platinum Financial Planners, Inc.
- Specialising in estate planning, Medicaid planning, stabilizing portfolios, and asset protection.
- Polynous Capital Management
- Primerica
- Financial services company providing income protection, debt elimination, asset management, and education savings programmes. Also offers a business opportunity.
- 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.
- 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.
- Quantum Investment Service
- Offers personalised investment management service to individuals and businesses.
- 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.
- Raymond James Financial Services
- Provides counsel, financial education, direction, and planning.
- 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.
- Reliance Financial Services
- Trust and investment management financial services including investment consulting, employee benefits, retirement plans, estate planning, and tax planning.
- Retirement Plans Advisor
- Features retirement plan information, savings guide, and advisory services.
- Ric Edelman
- Official site for the financial planner, author, and radio personality.
- Richardson Financial Group
- Estate retirement and wealth planning services.
- Sagemark Consulting
- Provides advice regarding retirement, investment, and estate planning.
- Santa Barbara Asset Management
- Provides investment counsel and portfolio management.
- Save Daily
- Online micro investing in several mutual funds through small contributions or shopping rebates from selected online retailers.
- Schield Management Company
- Schwarz Signs
- Deaf financial planner helping deaf and hard of hearing people move toward their financial independence goals.
- Scottish Investment Trust PLC
- Independently managed investment trust.
- Segall Bryant & Hamill Investment Counsel
- Provides independent investment counsel for management in equity, fixed income, and balanced investment strategies.
- Sestina Network
- Provides fee-only financial planning.
- Sigma Management
- Asset management company providing real estate, corporate, and personal financial planning services.
- Silicon Valley Capital Management
- Can direct your capital into the exciting arena of growth stock investing.
- Sosnowy Investment Management Company, Inc. (SIMCO)
- Investment advisory firm offering a contrarian risk management strategy.
- SSI Investment Management, Inc.
- Offering hedged investments designed to combat market volatility.
- St. Denis J. Villere & Company
- Specialises in investment management advisory services.
- Stanford Financial Group
- Global network of independent but affiliated companies that provides coordinated wealth management for individuals, corporations, institutions, and governments.
- Stemark & Associates
- Provides comprehensive estate and financial planning services for the disabled, those with lifetime special needs, and their families.
- Stemple, W. Gary CFP
- Financial advisor providing investment, insurance, and financial planning advice, content, and calculators.
- Sterk Financial Services
- Certified financial planners specialising in investment analysis, retirement and estate planning, college funding, life and health insurance, and wealth management.
- Stolper & Company
- Provides investment advisory services for high net worth individuals, foundations, and endowments including selection of investment managers and mutual fund portfolios.
- Sullivan, Bruyette, Speros & Blayney, Inc.
- Offers to help select individuals and businesses manage their finances successfully.
- 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.
- Summit Financial Strategies
- Fee-only financial planning and investment advisory firm.
- Tardus Financial Services
- Tardus offers financial planning, debt reduction, and investment strategies.
- Timothy J. Watters, CFP
- Provides financial planning tools and information for companies and individuals.
- 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.
- Towry Law Group
- Offers advice and financial services for individuals and businesses.
- Transtrend Vermogensbeheer
- Professional asset manager specialising in well researched, systematic trading strategies (in English and Dutch).
- Triad Investments, Inc.
- Provides investment counselling, IRA rollover assistance and other financial advisory services, including stock purchases, 401K and pension services.
- TriArc Advisors
- Network of attorneys, accountants, investment consultants, and financial planners.
- Trust Company of Illinois
- Provides personalised, proactive investment management and other financial services to clients in and around the western Chicago suburbs.
- Trust Company of Kansas, The
- Trust and investment management services for inviduals, businesses, and charitable clients.
- Turtle Trading
- Offering international money management for both small and large investors.
- 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.
- 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.
- Wells Fargo Investment Management Services
- Find personal finance solutions for traditional IRA or investing for retirement at Wells Fargo Financial.
- Westport Resources
- Offers financial planning, discretionary portfolio management, and other investment services.
- White Oaks Wealth Advisors
- Fee-only financial planning and investment advisory firm.
- Women and Company
- Offers financial services designed for women.
- WorldWideTraffic.com
- Directory of financial and estate planning information and resources.
- WrapManager
- Offers investors access to professional money managers.
- 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.
- xelan
- Provides asset protection, offshore accounting, and investment services for doctors.
- Yeske & Company
- Providing fee-only financial planning and asset management services.
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