Investment Management
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Recent Investment Management News
- Bear Of The Day: Ares Management (ARES)
Despite having a good history of beating the number, estimates for this investment management firm have come down.
Brian Bolan. Zacks. Monday, 18 Nov 2024 12:09:00 GMT. - Asset manager says China's 'extreme valuations' look ideal for stock picking
Pzena Investment Management sees more opportunities in China and Japan.
CNBC. Friday, 15 Nov 2024 06:12:41 GMT. - Southwest Airlines CEO gets candid about future after deal with Elliott
Many North Texas CEOs have never dealt with an activist investor. Hear what it was like from Southwest's Bob Jordan, who reached a deal with Elliott Investment Management that reshaped the airline's board.
Teresa Woodard – Wfaa. American City Business Journals. Thursday, 14 Nov 2024 01:34:07 +0000.
Before visiting an investment management service listed herein, be sure to verify its address, hours of operation,
and appointment requirements (if any) by visiting its website or contacting it. The investment management service
may no longer be in business or it may have moved, and business hours may be irregular.Each listing specifies the County and State in which the investment management service is located as well as the database categories that are relevant to the listing. Convenient links to related directory categories and websites may be provided at the bottom of this page.
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Alliance Financial Group, Inc. Dallas, TX 75225 1-214-750-4400 www.alliancefgi.com
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Alpha Capital Management Austin, TX 78746 1-512-322-9318 alphacapm.com
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Appleton Partners Boston, MA 02109 1-617-338-0700 www.appletonpartners.com
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Arbor Investment Advisors Winston Salem, NC 27101 1-336-777-1677 arborinvest.com
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ARIS San Rafael, CA 94903 1-415-492-1890 arisgroup.net
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Ascent Investment Partners LLC Saint Louis, MO 63144 1-314-227-3275 ascentinvestmentpartners.com
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Ashdon Investment Management LLC Tullahoma, TN 37388 1-931-461-5733 ashdon.com
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Asset Management For Professional Inc Milwaukee, WI 53217 1-414-332-1011 ampinvestment.com
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Balasa Din Verno Foltz Itasca, IL 60143 1-630-875-4900 bdfllc.com
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Barrington Strategic Wealth Chicago, IL 60606 1-312-870-1900 www.bswmg.com
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Bel Air Investment Advisors Los Angeles, CA 90067 1-310-229-1500 www.belair-llc.com
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Benedict Group Inc Elizabeth City, NC 27909 1-252-330-4892 www.benedictgroup.com
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Bingham Osborn & Scarborough San Francisco, CA 94104 1-415-781-8535 www.bosinvest.com
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Bird Island-Hawk Creek Mutual Insurance Co. Bird Island, MN 55310 1-320-365-3546 bihcm.com
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Bishop Financial Services Adrian, MI 49221 1-800-860-7772 www.bishopfinancial.com
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Boston Advisors Boston, MA 02110 1-617-348-3100 www.bostonadvisors.com
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Brandywine Global Investment Philadelphia, PA 19104 1-215-609-3500 brandywineglobal.com
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Brentwood Associates Los Angeles, CA 90025 1-310-477-6611 brentwood.com
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Cadence Wealth Management Westborough, MA 01581 1-508-898-0400 www.cadencewm.com
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Canterbury Consulting Seattle, WA 98101 1-206-839-9830 www.canterburyconsulting.com
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Carleton Management San Diego, CA 92127 1-858-613-1000 carletonmanagement.com
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Cashman Consulting & Investment Redmond, WA 98052 1-425-895-8676 cashmanconsulting.com
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Clear Bridge Investments LLC Wilmington, DE 19801 1-302-476-3800 globalcurrents.com
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Coastwise Capital Group LLC La Jolla, CA 92037 1-858-454-6670 www.coastwisegroup.com
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Cohen & Steers Securities Inc New York, NY 10017 1-212-832-3232 www.cohenandsteers.com
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Colonial Asset Management Inc Spartanburg, SC 29302 1-864-582-3356 colonialgroup.com
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Colonial Trust Company Charleston, SC 29401 1-843-577-0444 www.colonialgroup.com
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Comprehensive Wealth Management Minneapolis, MN 55402 1-952-405-6000 comprehensivewealthmanagement.net
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Cunningham Asset Management Reno, NV 89511 1-775-354-1969 cunninghamasset.com
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Darilek Investment Group Austin, TX 78731 1-512-340-1850 www.darilekinvestmentgroup.com/contact_us/
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Dean Capital Management Overland Park, KS 66213 1-913-944-4444 deanmutualfunds.com
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Densmore Investments Glendale, CA 91204 1-818-242-0522 artfieldinvestments.com
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DHR Investment Counsel Limited Oakland, CA 94618 1-510-596-2580 dhrcounsel.com
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Diversified Capitol Management Northbrook, IL 60062 1-847-656-8100 www.childrenofheroes.org
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E Investment adviser.com LLC San Diego, CA 92103 1-619-294-3362 www.einvestmentadviser.com
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E S Barr & CO Lexington, KY 40508 1-859-266-1300 esbarr.com
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Emeritus Investment Management Mill Valley, CA 94941 1-415-388-3420 www.emeritusinvestment.com
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Essex Investment Management Company Boston, MA 02110 1-617-342-3200 www.essexinvest.com
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Fairmont Capital Inc Brea, CA 92821 1-714-524-4770 www.fairmontcapital.com
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Financial Connections Group Berkeley, CA 94710 1-510-849-4667 www.financialconnections.com
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Financial Counselors Inc Kansas City, MO 64112 1-816-329-1500 fciadvisors.com
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First Advisors Damariscotta, ME 04543 1-207-563-1900 firstadvisorsonline.com
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G K V Capital Management Westlake Village, CA 91362 1-805-497-2616 www.gkvcapital.com
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Gensler Group Coronado, CA 92118 1-619-230-0545 genslergroup.com
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GHG Investments Inc Maywood, IL 60153 1-708-681-3696 willowcreekcabin.com
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Global Investment & Devmnt Los Angeles, CA 90010 1-213-365-0005 globalinvestmentdev.com
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Grove Coin And Investment Saint Paul, MN 55116 1-651-731-6659 www.grovecoin.com
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Hafner Financial Group Buffalo, NY 14221 1-716-650-4151 www.hafnerfinancial.com
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Halcyon Asset Management LLC New York, NY 10022 1-212-303-9400 www.halcyonllc.com
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Hammer & Co LLC Longboat Key, FL 34228 1-941-383-0731 aretiredcollection.com
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Hennessy Advisors Inc Novato, CA 94945 1-415-899-1555 www.hennessyfunds.com
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Heritage Financial Service LLC Norfolk, NE 68701 1-402-379-1811 www.heritagefinservices.com
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Highpoint Advisors LLC East Syracuse, NY 13057 1-315-627-0485 www.highpointadv.com
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Hollencrest Securities LLC Newport Beach, CA 92660 1-949-823-7700 hollencrest.com
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Imperial Capital LLC Boston, MA 02110 1-617-478-7600 imperialcapital.com
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Jacobs Levy Equity Management Florham Park, NJ 07932 1-973-410-9222 jlem.com
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Jensen Investment Management Lake Oswego, OR 97035 1-503-726-4384 jenseninvestment.com
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John D Dovich & Associates LLC Cincinnati, OH 45202 1-513-579-9400 www.jdovich.com
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John W Bristol & CO Inc New York, NY 10005 1-212-480-0431 www.jwbristol.com
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Kaplan Management CO Inc Houston, TX 77057 1-713-977-5699 kapcorp.com
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KCM Investment Advisors San Rafael, CA 94901 1-415-461-7788 www.kcmadvisors.com
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Keel Point Llc Vienna, VA 22182 1-703-807-2020 www.keelpoint.com
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Kenwood Management Company Bethesda, MD 20816 1-301-656-7790 www.kenwoodmgt.com
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Lakeview Asset Management Millburn, NJ 07041 1-973-564-8139 www.lakeviewasset.com
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Legarza Vomund Investment MGMT Incline Village, NV 89451 1-775-832-8555 etfportfolios.net
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Loyola Capital Management Lake Forest, IL 60045 1-847-482-0007 www.loyolacapital.com
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Manchester Financial Inc Westlake Village, CA 91361 1-805-495-4405 www.mfinvest.com
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MC Kinley Money LLC Eau Claire, WI 54701 1-715-835-2732 www.mckinleymoney.com
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McMorgan & Company Burbank, CA 91505 1-818-729-9900 www.mcmorgan.com
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Meritage Portfolio Management Overland Park, KS 66210 1-913-345-7000 www.meritageportfolio.com
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Metapoint Partners Peabody, MA 01960 1-978-531-4444 metapoint.com
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Miers Bobby Abilene, TX 79601 1-325-673-8543 bobbymiers.com
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Morton Capital Management Calabasas, CA 91302 1-818-222-4727 mortoncapital.com
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Nebraska Energy Federal Credit Union Columbus, NE 68601 1-402-563-5900 www.ne-fcu.org
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New Amsterdam Partners New York, NY 10016 1-212-689-1500 www.napllc.com
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North Castle Partners Greenwich, CT 06830 1-203-862-3200 northcastlepartners.com
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North Light Financial Services- Jane Ricardi CFP Plymouth, MA 02360 1-774-773-3104 www.northlightfinancialservices.com
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Northern Oak Capital MGMT Milwaukee, WI 53202 1-414-278-0590 northern-oak.com
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Oarsman Capital Inc Madison, WI 53719 1-608-204-6200 oarsman.net
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Optima Fund Management New York, NY 10022 1-212-813-1059 www.optima.com
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Palisades Investment Partners Santa Monica, CA 90401 1-310-656-6300 palpartners.com
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Personal Asset Management Saint Petersburg, FL 33706 1-727-360-4499 personalam.com
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Polen Capital Boca Raton, FL 33431 1-561-241-2425 polencapital.com
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Probitas Partners San Francisco, CA 94104 1-415-402-0700 probitaspartners.com
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RamseyInvesting.com Seattle, WA 98103 1-888-979-4455 www.RamseyInvesting.com
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Rice Hall James & Associates San Diego, CA 92101 1-619-239-9005 ricehalljames.com
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Robert Bender & Associates Pasadena, CA 91101 1-626-397-9072 www.robertbender.com
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Rustic Canyon Group Santa Monica, CA 90404 1-310-998-8000 www.rusticcanyon.com
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SageOak Financial, LLC Tulsa, OK 74133 1-918-518-1533 www.sageoakfinancial.com
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Saratoga Research & Investment Saratoga, CA 95070 1-408-741-2330 www.saratogarim.com
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Schnieders Capitol Management Pasadena, CA 91101 1-626-584-6168 schniederscapital.com
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Scott Conyers Capital Management Aurora, OR 97002 1-503-678-6365 conyerscapitalmanagement.com
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Simpson Capital Management Laguna Niguel, CA 92677 1-949-495-7922 www.simpsoncapital.com
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Spectrum Asset Management Newport Beach, CA 92660 1-949-955-1121 myspectrum.com
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Spectrum Capital Investment Irvine, CA 92618 1-949-788-1299 putmancpa.com
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Spectrum Property Management San Diego, CA 92123 1-858-569-8799 spectrummgt.com
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St Germain Investment and Management Springfield, MA 01115 1-413-733-5111 www.stgermaininvestments.com
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Stewardship Wealth Management Overland Park, KS 66223 1-913-647-5305 stewardshipwm.com
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Stewart & Patten Company San Francisco, CA 94104 1-415-421-4932 stewartandpatten.com
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Stolper & Company San Diego, CA 92101 1-619-231-9102 www.stolperco.com
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Thomas White Intl Limited Chicago, IL 60605 1-312-663-8300 www.thomaswhite.com
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Vision Capital Management Inc Portland, OR 97258 1-503-221-5656 vcmi.net
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WCM Investment Management Laguna Beach, CA 92651 1-949-715-5700 wcminvest.com
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Wealth Management Advisors Ukiah, CA 95482 1-707-462-9053 feeonlyinvestmentadvice.com
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Wedge Capital Management Inc Charlotte, NC 28202 1-704-334-6475 www.wedgecapital.com
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Western Asset MGMT Company Pasadena, CA 91101 1-626-844-9400 westernasset.com
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Westmount Asset Management Inc Los Angeles, CA 90067 1-310-556-2502 www.westmount.com
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Westshore Capital Partners Tampa, FL 33602 1-813-223-3600 www.westshorecapitalpartners.com
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Westwood Holdings Group Inc Dallas, TX 75201 1-214-756-6900 westwoodgroup.com
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Woodard & Co Advance, NC 27006 1-336-998-7000 www.wcamg.com
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Nationwide Investment Management
The following enterprises have offices or other facilities in multiple locations; most of them have facilities in multiple states. Many of these large investment management services list some or all of their office locations on their websites.|
Fidelity Investments www.fidelity.com
Located in about 20 states.
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