Investment Advisor
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WealthUSA
Registered investment advisor offers asset protection and financial services. www.wealthusa.com
Widmann, Siff & Co., Inc.
Registered investment advisor located in Haverford, PA with offices in Akron, OH and Evanston, IL,. USA. www.widmannsiff.com
Griffin Financial Services
Registered investment advisor offering a wide range of investment plans to meet long term goals. Includes a list of services, FAQ, calculators, and a newsletter. www.gfsamerica.com
Joel Beyer
Financial advisor offers investment planning, life insurance, and estate planning. www.joelbeyer.com
Lyster Watson and Company
A SEC Registered Investment Advisor specializing in the selection and monitoring of hedge funds for individuals and institutions. lysterwatson.com
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Cobblestone Capital Advisors, LLC
A registered investment advisor located in Rochester, NY, managing private and institutional funds. Information about staff and how to contact them. www.cobblestonecap.com
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Carmel Capital Management
Independent registered investment advisor. The firm manages discretionary common stock portfolios and specializes in small capitalization equities. www.carmelcapital.com
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The RMF Investment Group
An independent Alternative Investment Advisor focused on Institutional Clients including insurance companies, banks, pension funds, large corporations and distribution intermediaries. Not available to US or UK residents. www.rmf.ch
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Alan B. Lancz & Associates, Inc.
Investment advisor working with high net worth individuals, retirement accounts, and corporations. www.ablonline.com
Questar Capital Corporation
Decurities broker dealer and registered investment advisor. www.questarcapital.com
www.medium.com
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Eldorado Financial
Financial planning and investment advisor. Includes service descriptions, industry definitions, and investment style. www.prestigeadvisors.com
Allegheny Financial Group, Ltd.
Investment advisor provides financial planning advice to individuals and businesses. www.alleghenyfinancial.com
Venus Capital Management
Registered investment advisor. www.venuscapital.com
David P. Sims Investment Advisor
Financial consulting and planning. Large list of educational resources. www.davidpsims.com
Planmark Financial Services
Advisor provides financial planning, plan administration, and investment management. www.e-planmark.com
Greystone Financial Advisors, LLC
An independent, fee-only investment advisor specializing in wealth management, financial and retirement planning. www.greystonefinancial.com
Heron Capital Management, Inc.
A registered investment advisor providing fully managed investment services to a variety of clients including individuals, trusts, pension funds, 401K plans and corporations. www.heroncapital.com
Prudent Wealth Management LLC
A Registered Investment Advisor specializing in managing separate, equity based portfolios for individuals. www.prudentwealth.com
Advisor Services, Inc.
Specializing in fee-based investment and wealth management in Arizona, USA. www.advisorservices.net
Asset Dynamics, Inc.
An investment advisor and financial planning company. www.assetdynamics.com
Drake Management LLC
An SEC registered investment advisor focusing on managing fixed income portfolios for investors worldwide. www.drakemanagement.com
Alder Financial Group
Fee-only registered investment advisor providing wealth management and investment advisory services for individuals, corporations and retirement plans throughout the Southeast. alderfinancial.com
Sterling Capital Management
An employee-owned, SEC registered investment advisor. www.sterling-capital.com
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Director's Financial Group
Fee-only financial services firm acting as an investment advisor, fiduciary and consultant. www.directorsfinancial.com
Green Investment Management
Registered investment advisor. www.gimlink.com
Canterbury Financial Group
A Registered Investment Advisor, offers integrated portfolio and private wealth management services. www.canterburygroup.com
SCORE Asset Management, Inc.
Certified minority/woman-owned investment firm providing investing, brokerage trading, underwriting, and planning services as a registered investment advisor, broker-dealer, and financial planner. www.scoreassetmanagement.com
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Brandes Investment Partners, L.P.
Advisor center allowing professionals to view client's accounts on line. www.brandes.com
Mitchell Capital
Registered Investment Advisor serving employee benefit plans, foundations, and individual investors with accounts of $400,000 and above. www.mitchcap.com
Advisorport
Gives investment advisors the power to outsource and customize key advisor functions. www.advisorport.com
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John Dessauer's Investor's World
Published monthly by a leading global stock investment advisor. www.dessauerinvestorsworld.com
Cardinal Capital Management
Fee-only investment advisor providing personalized investment management to individuals, trusts and retirement plans. www.cardinalcapitalmanagement.com
John W. Young-Legg Mason
Financial advisor and portfolio manager offering investment, retirement, 401k rollover and estate planning. johnyoung.fa.leggmason.com
Miyakawa and Movsessian
Registered investment advisor. www.privateplanning.com
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Green Investment Management
A registered investment advisor working in alliance with financial professionals to achieve the goals of individual investors by employing a prudent, fee-based, money management discipline. www.gimlink.com
LPL Financial Services
Registered investment advisor offers services nationwide. webserver.lpl.com
Managed Account Services, Inc.
A fee-only Registered Investment Advisor providing institutional quality, conservative, long-term global equity opportunities to investors worldwide. www.fee-only-advisor.com
Rick Baird
Personal investment advisor. Profile, financial articles, publications and links. www.rickbaird.com
WallStreeti.com LLC
A Registered Investment Advisor. wallstreeti.com
Fabian Investment Resources
Mutual fund investment advisor service for the individual investor wanting 15% to 25% annual growth using equity and sector mutual funds. Download a free report. www.fabian.com
Haberer Investment Advisor
Private and corporate account management. Current positions and opinions on the US stock markets. www.haberer.com
Global Trends Investments
A registered investment advisor working with individual and corporate clients. www.globaltrend.com
Salient Financial Corp
Registered investment advisor for individuals and corporate retirement plans with at least $500,000 of liquid investment capital. www.salientfinancial.com
Merk Investments
SEC registered investment advisor serving private clients in the US and Europe. www.merkinvestments.com
Legg Mason Capital Management
Institutional investment advisor specializing in value oriented large and small cap separate accounts. www.leggmasoncapmgmt.com
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New Star
Investment fund manager. Products, funds and prices, news, tools, guides and literature available for both private investor and financial advisor. www.newstarinvest.com
Fletcher Asset Management Inc
Registered Investment Advisor. www.fam-inc.com
Mike Himmelman FCSI, CFP - Investment Advisor
An affiliate of Heritage Financial Services, Mike offers investment counseling and planning. Offers information on markets, funds, his qualifications, contact information and FAQs. www.mikehimmelman.com
Koehler Financial Services, Inc.
A registered investment advisor providing fully managed investment services to individuals, trusts, pensions, 401K plans and corporations. www.koehlerfinancial.com
Spartan 300 Management Company
A registered investment advisor specializing in retirement accounts and variable annuities for small business owners and self-employed professionals. www.spartan300advisors.com
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KBS Realty Advisors
Registered real estate investment advisor for direct investments in major U.S. markets. Offices in Newport Beach, New York and Boston. www.kbsrealty.com
MRM-Horizon Advisors LLC
Registered investment advisor offering equity management services to high net worth individuals, families, and institutions. www.mrm-horizon.com
Direct Advice
Financial advisor offers long-term financial and investment planning services. www.directadvice.com
Dunham & Associates
Investment advisor and broker/dealer. Includes newsletter, news, and data restricted to clients. www.dunham.com
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Condor Capital Management
Investment advisor. Company profile, news, and driving directions. www.condorcapital.com
Natural Investing
Advisor specializing in values-based investment services. Colorado, California, Hawaii. www.naturalinvesting.com
Christian Financial Advisor
Information site for US based Christian investment advisors. www.prestigeadvisors.com
Robert Burgoyne Investment Services
Independent financial advisor. Specializes retirement/retirement planning. www.robertburgoyne.com
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Buser Brothers Inc.
Fee-based registered investment advisor and licensed real estate broker. www.buserbros.com
American Capital Management, Inc.
A registered investment advisor providing investment portfolio management to individuals, corporations, pension and profit sharing plans. www.amercap.com
World Choice Securities, Inc
Independent broker-dealer, registered investment advisor, and insurance brokerage for brokers. www.worldchoiceonline.com
Bill Boyd - AMP Agent
Insurance and Investment advisor. www.invest-amp.co.nz
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Weston Capital Management Inc.
Fee-based advisor, specializing in investment banking, finance, and portfolio management. westoncap.com
Eastover Capital Management
A registered investment advisor. www.eastovercapital.com
Rick R Staggs, CFP
Registered Investment Advisor www.rstaggs.com
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The official journal of the investment advisor and two-time Libertarian Party nominee for president. www.harrybrowne.org
Hammer Capital Management, Inc.
SEC registered investment advisor providing services to high net worth individuals, pensions and profit sharing plans. www.hcmi.com
Questar Capital Corporation
A national securities broker dealer and registered investment advisor. www.questarcapital.com
Buckingham Asset Managers
A registered investment advisor and money management firm. www.bamservices.com
ECM Capital Management
Registered investment advisor and a growth stock management company. www.encinocm.com
Royal Asset Management Group, Inc
A fee based registered investment advisor located in Atlanta, Georgia. www.royalasset.com
Eldorado Financial
Financial planning and investment advisor. Includes service descriptions, industry definitions, and investment style. www.prestigeadvisors.com
William D. Witter, Inc.
Registered investment advisor that offers money management services to individuals and institutions. wdwitter.com
VMF Capital
A registered investment advisor who provides portfolio management services to high net worth individuals, retirement plans, corporations, foundations and endowments. www.vmfcapital.com
Fountain Agricounsel LLC
Management consulting company and a strategic advisor to investment banking companies doing financial transactions in agribusiness www.fountainagricounsel.com
Quantum Capital Management, Inc.
SEC-registered investment counselor and advisor located in San Rafael, CA, USA. www.quantumcap.com
Ostia Capital Management LLC
A registered investment advisor founded in 2001 and located in San Francisco, CA. www.ostiacapital.com
Babson-United, Inc.
Offers newsletters, SRC stock charts, and investment advisor services. www.babson.com
Olympus Capital Management Ltd.
London based investment advisor for several funds invested in both long and short in European equities. www.olympuscapital.com
Daniel Saikaley, CA CFP - CIBC Wood Gundy
Investment Advisor, Certified Financial Planner, Chartered Accountant. Profile, articles, resource links. www.cibcwoodgundy.com
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