- 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.
- Allegheny Financial Group
- Financial planning consultants specialising in investment services, asset management, broker services and mergers and acquisitions.
- Alliance Capital Management
- 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.
- 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.
- 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.
- 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.
- Equity Investment Advisors & Sharebrokers Ltd.
- Offers finance and investment services such as real estate and property advice and other opportunities in New Zealand.
- Erlandson, David CFP
- American Express financial advisor providing financial alternatives and options for clients seeking to make informed decisions about retirement.
- Family Office Exchange, Inc.
- Wealth management firm for families. Services include recruiting for advisors.
- 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.
- 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 Portfolio Management
- 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.
- Froley, Revy Investment Company, Inc.
- Money manager who specialises in convertible bonds and preferred stocks. Clients include pension funds and foundations.
- 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.
- Global Financial Advisors, Inc.
- Specialises in fee based services from financial planner licensees for individuals and small business owners.
- Gofen and Glossberg
- Investment counselling firm serving diversified portfolios for individuals, trusts, corporations, employee benefit plans, endowments, and others.
- 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 USA
- 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.
- Securities firm providing asset allocation, performance monitoring, automatic rebalancing, and other services.
- 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.
 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&K Financial Services LLP
- Offers strategic financial planning services including retirement, estate tax, pensions, as well as insurance planning to protect and preserve generational wealth.
- 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.
- MLC Investments
- Offers superannuation, mortgages, insurance and more.
- Money Concepts International, Inc
- A network of financial planning centres.
- 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.
- 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.
- Old Mutual US
- Wealth management organisation offers offering high-quality asset management and insurance strategies for institutional and individual investors.
- 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.
- Springer Investment Management
- Provides independent professional investment advice.
- 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.
- TheMostDependable.com: Wealth Management
- Wealth manager selection guide and directory to help users make an informed decision when hiring a local wealth manager.
- Timeless Capital Management
- Independent, fee-only registered investment advisor providing customised and affordable investment management services in New Jersey and Pennsylvania.
- 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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