40 Trending Investment Advisory Businesses to Watch in 2022

Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.

• Website traffic: 107M/month
• Business rank: #363

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Curated financial news, analysis and commentary with an emphasis on distressed investing, restructuring and bankruptcy. We discuss disruption, from the vantage point of the disrupted. Click to read PETITION, by PETITION LLC, a Substack publication with tens of thousands of readers.

• Business rank: #572

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A concise daily companion newsletter for SPX/ES Traders offering a chart, accurate daily levels, trade plan and my broad overview of the state of the worlds largest stock index. Click to read Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion, a Substack publication with tens of thousands of readers.

• Business rank: #572

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I share the most accurate & actionable levels in the most liquid markets using orderflow and some educational content leveraging my 15+ years in the S&P500 market. Click to read Tic Toc Newsletter, by Tic Toc Trading, a Substack publication with tens of thousands of readers.

• Business rank: #572

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• Website traffic: 7.13M/month
• Business rank: #3.45K

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• Website traffic: 1.41M/month
• Business rank: #15.8K

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• Website traffic: 1.35M/month
• Business rank: #48.2K

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Investment news and analysis for financial advisers. Extensive coverage and expert comment on important topics in the financial advisory industry.

• Website traffic: 390K/month
• Business rank: #77.3K

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• Business rank: #335K

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• Business rank: #434K

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• Website traffic: 60K/month
• Business rank: #505K

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Explore how Parametric brings clear and accessible solutions to institutional investors and wealth managers.

• Business rank: #543K

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Griffin Capital Company, LLC is a privately held, Los Angeles-headquartered investment and asset management company with a 22-year track record sponsoring real estate investment vehicles and managing institutional capital.

• Business rank: #763K

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• Business rank: #847K

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• Estimated revenue: $125K/month
• Business rank: #1.28M

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You deserve an Adviser you can talk to. At Adviser Investments we offer a truly personal touch to your wealth management needs. Offering common-sense, comprehensive wealth management, financial planning, and investment advice. Delivering peace of mind.

• Business rank: #1.4M

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We are a global organization recognized for inventive, actively-managed investing strategies that help investors best meet their long-term goals.

• Business rank: #1.43M

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The almost daily email about markets from Kevin Muir. Click to read The MacroTourist, by Kevin Muir, a Substack publication with tens of thousands of readers.

• Business rank: #1.94M

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A specialized wealth management firm, providing customized, thoughtful and trusted investment solutions

• Business rank: #1.96M

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Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today.

• Business rank: #1.97M

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Capital Investment Advisors is an Atlanta-based fee-only investment management firm that specializes in retirement income planning.

• Business rank: #2.34M

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Discover our goals-based asset management solutions for advisors. Tech-forward engineering, real-world outcomes.

• Business rank: #2.35M

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IntuitiveX is a medical device & life sciences innovation partner and catalyst that specializes in intellectual property and providing commercialization services to grow companies no matter what stage they are in across medical devices, biotech, pharma, and digital health

• Business rank: #2.51M

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• Business rank: #2.66M

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• Business rank: #2.69M

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Need a Business Valuation Partner? Grow your business with our Financial and Tax Reporting, Fairness Opinions, Transaction and Advisory...

• Business rank: #2.81M

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• Business rank: #2.86M

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• Business rank: #2.9M

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The Carlton Group is an international real estate banking firm based in Manhattan that has completed over $140 billion in real estate transactions since '91

• Business rank: #2.99M

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Austin Business Brokers and M&A Advisors since 1984. Corporate Investment sells businesses in Austin, TX, Central Texas, and throughout the Southwest. We've successfully sold more than 400 businesses. See why trusted names in Austin have chosen Corporate Investment for over 34 years.

• Business rank: #3.15M

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• Business rank: #3.24M

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Hotel brokerage and hotel mortgage services offered by industry veterans at Hospitality Real Estate Counselors. Browse hotel and hopitality property listings for sale.

• Business rank: #3.43M

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Richard C. Young & Co., Ltd. is a Naples, FL and Newport, RI based financial advisory firm. We have been ranked by Barron’s as one of the top independent financial advisors in the nation for the last eight consecutive years. We manage portfolios for individuals, families, and small businesses throughout the United States.

• Business rank: #3.7M

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At Integrity Financial Planning, we act as financial coaches helping our clients make better decisions for their financial future. Learn how we can help you

• Business rank: #3.75M

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Jay Estabrook is a Maryland CPA serving individuals and small-to-medium sized businesses. Services include a full range of traditional accounting, tax and bookkeeping functions along with several specialities including Investment Advising.

• Business rank: #3.82M

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• Business rank: #3.92M

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• Business rank: #3.95M

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Troy Investment Advisors, LLC is a leading boutique Private Equity Placement Agent, focused exclusively on providing the highest level of fundraising expertise developed over 28 years of work in the Industry.

• Business rank: #3.98M

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• Business rank: #4.02M

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• Business rank: #4.19M

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