Start An Investment Advisory Business

40 Trending Investment Advisory Businesses to Watch in 2022

Looking for examples of successful investment advisory businesses?

We've put together a list of the most popular and famous investment advisory businesses in the world.

With each example, we show website rank, traffic data, and what their websites look like, so you can be inspired for your own business.

Here's the list:

  • 31

    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.

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

    Check out their full website ➜

  • 59

    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.

    • Business rank: #572

    Check out their full website ➜

  • 58

    Adam Mancini's S&P 500 (SPX/E...

    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

    Check out their full website ➜

  • 57

    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.

    • Business rank: #572

    Check out their full website ➜

  • 15

    SEC.gov

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

    Check out their full website ➜

  • 16

    finra

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

    Check out their full website ➜

  • 17

    Independent Advisor Services,...

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

    Check out their full website ➜

  • 52

    InvestmentNews

    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

    Check out their full website ➜

  • 19

    ICI

    • Business rank: #335K

    Check out their full website ➜

  • 20

    Stout

    • Business rank: #434K

    Check out their full website ➜

  • 21

    Brown Advisory Incorporated

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

    Check out their full website ➜

  • 22

    Parametric Portfolio Associates

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

    • Business rank: #543K

    Check out their full website ➜

  • 23

    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.

    • Business rank: #763K

    Check out their full website ➜

  • 24

    Investment Adviser Registrati...

    • Business rank: #847K

    Check out their full website ➜

  • 25

    BlackBook Investments

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

    Check out their full website ➜

  • 26

    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.

    • Business rank: #1.4M

    Check out their full website ➜

  • 27

    Ivy Investments

    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

    Check out their full website ➜

  • 28

    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.

    • Business rank: #1.94M

    Check out their full website ➜

  • 29

    Harbor Investment Advisory

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

    • Business rank: #1.96M

    Check out their full website ➜

  • 30

    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.

    • Business rank: #1.97M

    Check out their full website ➜

  • 31

    Capital Investment Advisors

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

    • Business rank: #2.34M

    Check out their full website ➜

  • 32

    Horizon Investments

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

    • Business rank: #2.35M

    Check out their full website ➜

  • 29

    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

    • Business rank: #2.51M

    Check out their full website ➜

  • 34

    Home

    • Business rank: #2.66M

    Check out their full website ➜

  • 35

    IAS :: Home

    • Business rank: #2.69M

    Check out their full website ➜

  • 36

    Vantage Point Advisors, Inc

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

    • Business rank: #2.81M

    Check out their full website ➜

  • 37

    Catalyst Group

    • Business rank: #2.86M

    Check out their full website ➜

  • 38

    Investment Banking

    • Business rank: #2.9M

    Check out their full website ➜

  • 39

    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

    • Business rank: #2.99M

    Check out their full website ➜

  • 40

    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.

    • Business rank: #3.15M

    Check out their full website ➜

  • 41

    Palladium

    • Business rank: #3.24M

    Check out their full website ➜

  • 42

    Hospitality Real Estate Couns...

    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

    Check out their full website ➜

  • 43

    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.

    • Business rank: #3.7M

    Check out their full website ➜

  • 44

    Integrity Financial Planning,...

    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

    Check out their full website ➜

  • 45

    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.

    • Business rank: #3.82M

    Check out their full website ➜

  • 46

    Providium Advisors

    • Business rank: #3.92M

    Check out their full website ➜

  • 47

    Phoenix Business Advisory

    • Business rank: #3.95M

    Check out their full website ➜

  • 48

    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.

    • Business rank: #3.98M

    Check out their full website ➜

  • 49

    Independent Broker-Dealer RIA

    • Business rank: #4.02M

    Check out their full website ➜

  • 50

    Home

    • Business rank: #4.19M

    Check out their full website ➜