55 Trending Investment Advisory Businesses [2024]
Looking for some examples of a investment advisory business?
Interested in case studies of a successful investment advisory business? Check out our full list of success stories.
1. Fidelity Investments
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.
Where they're located: Indianapolis, Indiana, USA
Website traffic: 107M/month
2. SEC.gov
Website traffic: 7.13M/month
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4. finra
Where they're located: Bangluo, Gansu, China
Website traffic: 1.41M/month
5. Independent Advisor Services, RIA Custodian
Website traffic: 1.35M/month
6. InvestmentNews
Investment news and analysis for financial advisers. Extensive coverage and expert comment on important topics in the financial advisory industry.
Where they're located: South Australia, Australia
Website traffic: 390K/month
7. ICI
Where they're located: South Australia, Australia
8. Stout
9. Brown Advisory Incorporated
Where they're located: Baltimore, Maryland, USA
Website traffic: 60K/month
10. Parametric Portfolio Associates
Explore how Parametric brings clear and accessible solutions to institutional investors and wealth managers.
11. Griffin Capital
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.
12. Investment Adviser Registration Depository
13. BlackBook Investments
How much they make: $2.1M/year
Where they're located: Gurgaon, Haryana, India
How much did it cost to start: $2.5K
Current team size: 25
Mohit Tater, CEO and founder of BlackBook Investments, shares his company's offerings of buying and operating profitable internet businesses and helping others invest in these businesses, with a minimum investment of $100,000 for the one-to-one offering and $25,000 for the group buy offering, and has over $7.5m in AUM and growing at a very rapid pace.
14. Adviser Investments
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.
15. Ivy Investments
We are a global organization recognized for inventive, actively-managed investing strategies that help investors best meet their long-term goals.
Where they're located: Tulsa, Oklahoma, USA
16. Harbor Investment Advisory
A specialized wealth management firm, providing customized, thoughtful and trusted investment solutions
Where they're located: Baltimore, Maryland, USA
17. Bel Air Investment Advisors
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.
18. Capital Investment Advisors
Capital Investment Advisors is an Atlanta-based fee-only investment management firm that specializes in retirement income planning.
19. Horizon Investments
Discover our goals-based asset management solutions for advisors. Tech-forward engineering, real-world outcomes.
Where they're located: Saint Paul, Minnesota, USA
20. Home
21. IAS :: Home
22. Vantage Point Advisors, Inc
Need a Business Valuation Partner? Grow your business with our Financial and Tax Reporting, Fairness Opinions, Transaction and Advisory...
23. Catalyst Group
Where they're located: South Australia, Australia
24. Investment Banking
25. The Carlton Group
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
Where they're located: Garland, Texas, USA
26. Corporate Investment
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.
27. IntuitiveX
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
Where they're located: Seattle, WA, USA
How much did it cost to start: $0
Current team size: 10
28. Palladium
Where they're located: Norfolk, Virginia, USA
29. Hospitality Real Estate Counselors
Hotel brokerage and hotel mortgage services offered by industry veterans at Hospitality Real Estate Counselors. Browse hotel and hopitality property listings for sale.
Where they're located: Memphis, Tennessee, USA
30. Richard C. Young & Co., Ltd.
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.
31. Integrity Financial Planning, Inc.
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
Where they're located: Chesapeake, Virginia, USA
32. Estabrook & Company
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.
Where they're located: Baltimore, Maryland, USA
33. Providium Advisors
34. Phoenix Business Advisory
Where they're located: South Australia, Australia
35. Troy Investment Advisors
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.
36. Independent Broker-Dealer RIA
Where they're located: Glendale, Arizona, USA
37. Home
Where they're located: Glendale, Arizona, USA
38. Deschutes Investment Consulting – Retirement plan consulting and wealth management
Where they're located: Portland, Oregon, USA
39. Broker Dealer For Sale with Broker Dealer Market
40. Resources
A registered investment advisor partnering with financial advisors to offer retirement plan and wealth management services. We have Resources - grow with us
41. ClearRidge
ClearRidge offers discreet, professional and effective representation in the sale of a private company, M&A, acquisition, restructuring or capital sourcing.
Where they're located: Tulsa, Oklahoma, USA
42. Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion
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.
43. Petition
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.
44. Tic Toc Newsletter
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.
45. Family Office Club
The Family Office Club has more registered family offices than any other community or family office association globally (PDF Infographic Download). Since 2007, our organization has been helping form family offices, fostering a valuable peer network, hosting the industry’s best events, and serving as an educational resource to members of the family office community. If you would like free access to any of the events below and the other benefits of the Family Office Club, apply for membership today.
Where they're located: Key Biscayne, FL, USA
Current team size: 43
46. MacroTourist
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.
47. Contrarian Thinking
Contrarian Thinking, weekly cashflowing investment ideas to build your bank account and increase your income streams.
How much they make: $3M/year
Where they're located: Austin, TX, USA
How much did it cost to start: $5K
Current team size: 4
Contrarian Thinking is a premium membership community that teaches its 1.5 million members how to implement cash flow strategies to achieve financial freedom, with a current run rate of $3 million and a goal of $50 million ARR in five years.
48. First Round Capital
First Round is a seed-stage venture firm focused on building a vibrant community of technology entrepreneurs and companies.
How much they make:
Where they're located: San Francisco, CA, USA
Current team size: 372
Website traffic: 340K/month
49. FE International
Our experienced website brokers offer a highly personalised service and access to a large network of investors looking to buy and sell successful websites.
Where they're located: Aurora, Colorado, USA
50. PassiveInvesting
How much they make:
Where they're located: Columbia, South Carolina, USA
Current team size: 29
51. Shares
Home
53. Kapor Capital
Kapor Capital is the venture capital investment arm of the Kapor Center for Social Impact based in Oakland, CA.
54. Speedinvest
Speedinvest is a venture capital fund with more than €500m to invest in pre-Seed, Seed, and early-stage tech startups across Europe.
55. Military Real Estate Investing
Active Duty Passive Income is the number one source to learn real estate investing whether you are active duty or a veteran.
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
