- 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 specialising 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
- Specialises 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.
- Associated Financial Group, Inc.
- Atalanta/Sosnoff Capital
- Provides discretionary investment management and related services for corporations, public firms, Taft Hartley plans, foundations, charitable organisations 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
- Bissett & Associates Investment Management Ltd.
- 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
- 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.
- Century Capital Management
- Specialising 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.
- CIBC Wood Gundy
- Clients can access accounts, research investment information, and more.
- 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 organisation.
- 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
- Specialises in providing trust investments and custodial services to institutional clients in the U.S. and abroad.
- DBS Asset Management (DBSAM)
- Offers a comprehensive range of global investment solutions.
- 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
- Specialising in designing investment portfolios specific to the needs of its clients.
- Elias Asset Management
- Investment management firm specialising in creating and managing wealth for high net worth individuals.
- eSecLending
- Assisting institutional investors in designing and implementing customised securities lending programmes.
- 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
- Specialises in providing personalised 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 organisation, 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 specialising in corporate finance and capital raising.
- Galliard Capital Management
- Specialising 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.
- Government of Singapore Investment Corporation
- Invests in equities, bonds, foreign exchange, real estate, and special investment.
- 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 organisation.
- 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 specialising 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 organisations portfolio management and credit analysis systems.
- 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, specialising 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 personalised 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.
- Lennox Paton Corporate Services
- Bahamas-based company that provides corporate and fiduciary services using e-Formations system.
- Leylegian Investment Management, Inc.
- Investment management and advisor specialising 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 specialising in managing traded life policies (TLPs) and alternative assets classes for third-party institutions.
- Manitou Capital Corp.@
- 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 specialising 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.
- Middlefield Group
- Focuses its efforts in areas such as mutual funds, merchant banking, securities, venture capital, resources and real estate.
- Molpus Woodlands Group, The
- Timberland investment management organisation 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 personalised, integrated portfolio management and access.
- Neuberger Berman (1)
- New Amsterdam Partners
- Specialising 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 specialising in disciplined, quantitative approaches to the management of primarily large capitalization equities.
- Numeric Investors LP
- A quantitative investment management firm specialising 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 specialising 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
- Specialising 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 specialising 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, specialising 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
- Specialises 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.
- Toron Capital Markets
- Financial risk management firm that designs and manages customised hedging solutions for institutional clients with currency and interest rate exposures.
- 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 programme to investors which engages in the trading of futures and forward contracts.
- Wright Investors' Service
- Providing investment management for institutions, trust organisations, pension plans, foundations, municipalities and individuals.
- Yield Management Group (YMG)
- Investment counsel firm offering a range of traditional and quantitative products for institutional and retail clients.
- 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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