Directory · US
Investment Advice in United States
A register of firms and the professionals working at them in the Investment Advice sector based in United States. Browse the public index, then filter or export on Kipplo.
Companies
230 on file
Ugoweego
UGOWEEGO: Building Tribes, Scaling Industries, and Redefining Success At UGOWEEGO, we don’t just help companies grow—we transform them. As Talent and GTM Specialists with over 25 years of experience, we connect CEOs and executives with the people, strategies, and solutions they need to dominate their industries. Whether it’s recruiting top-tier talent, crafting unstoppable go-to-market strategies, or unlocking new revenue streams through reselling, we deliver results that matter. Our secret weapon? The Shield Diamond Love Framework, a unique approach that combines strategy, culture, and execution to drive sustainable growth. It’s not just a methodology—it’s a mindset. We believe in doing business the right way: old-school fundamentals with a modern twist. That means picking up the phone, telling the truth (even when it’s hard), and throwing the rope back to help others climb higher. Success isn’t just about numbers—it’s about building a legacy of loyalty, honesty, and results. If you’re ready to build, scale, or completely reimagine your business, we’re here to help. UGOWEEGO: Where big ideas meet bold execution.
10001+ staff
Veris Wealth Partners
Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact. A majority women-led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007. Serving clients across the United States with offices in Oakland, CA; New York, NY; Portsmouth, NH; Denver, CO; and Philadelphia, PA. For information about our firm or services, email info@veriswp.com or visit
11 to 50 staff
Azimuth Capital Management
Azimuth provides investment and financial advisory services, including in-house investment management, to high-net worth families and institutions.
11 to 50 staff
The Advisory Group Of San Francisco, Llc
Life-changing financial advice for Northern California business owners and leaders. We help you with your personal wealth financial plan and investments, retirement plans for your employees, or your impact in the community through endowments and foundations. The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been a true fiduciary since the beginning, putting the interests of our clients above all else. We guide our clients through complex life-changing and smaller day-to-day decisions in the face of national and world economic events. Forward-focused, we combine our experience and expertise to help you make choices knowing the totality of your financial picture. When you work with us, you benefit from a fellow Bay Area business—a tight-knit cohort of expert advisors—that offers boutique-quality financial planning and investment services. Plus, you gain the advantage of top-tier research only billion-dollar entities are normally privy to. The end result is having a team you can count on to anticipate what you need and free up your time to focus on what’s most important to you. The Advisory Group of San Francisco, LLC
1 to 10 staff
Cabot Wealth Network
Since 1970, Cabot Wealth Network, has provided research, insights and recommendations to help customers be more successful investors. Our 20+ investment advisory services have helped hundreds of thousands of individual investors and investment professionals around the world. Cabot is headquartered in historic Salem, Massachusetts where John Cabot made his vast fortune and forever connected the Cabot name with commerce and investing success. Cabot employees take great pride in providing our customers with expert research, intelligent investment advice and timely, personal service without the hype and fabricated claims so prevalent in the market. Cabot is a member of the American Association of Individual Investors, Better Business Bureau, and the Salem Chamber of Commerce.
11 to 50 staff
Pentalpha Governance
PentAlpha is a Governance-Intelligence firm specializing in complex structured credit products. We are contracted as a deal-party to perform independent life-of-debt compliance-testing and risk-mitigation services. As a sophisticated, impartial umpire, we transparently supervise deal-parties as they enforce the work-out of distressed debt. The Impact of PentAlpha’s Autonomous DebtOPS® supervision- Improve Cash Flow - Reputation Protection - Critically score the operational-behavior of each deal party *Portfolio Managers *Pre-lending Diligence firms *Special Servicers -Securities Administrators *Trustees - Engage with Underperforming Deal Parties - Enforcement Certainty - Contingency Planning Application-Managed Debt Funds -Multi-Class Debt Instruments -Credit Facilities Execution and Independence at Scale-Independence: Our independent position gives PentAlpha exclusive access to hyper-scale volumes of DebtOPS® behavioral data-Trillions of dollars of debt issued by the World’s leading finance institutions -500+ Global Institutions trust PentAlpha -Cash and Derivative Instruments-Corporate Finance -Real Estate Finance -Consumer Finance -Project Finance -Patented Analytics -Specialized investigators and compliance-decisioning umpires Industry Leadership with GovAgent®-Fast and Transparent -Leverage PentAlpha’s Intelligence Platform
11 to 50 staff
Avisen Wealth Management
Avisen Wealth Management (formally Avisen Securities) is a full-service investment securities firm founded on personalized client service and original independent investment advice and research. The firm offers clients an expansive array of quality investment products and services including traditional brokerage products, private client services, fee-based advisory, wealth management services and corporate services. Our customized programs are designed to grow, protect, and conserve our client`s wealth by delivering an unprecedented level of personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. DISCLAIMER: Securities offered through Avisen Wealth Management, Inc.(member FINRA/SIPC). Posts on the LinkedIn social network should NOT be construed as a solicitation, offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. While reasonable efforts are used to obtain information from sources deemed to be reliable, nothing contained on LinkedIn, in group conversations, or in the answers section constitutes investment, financial, legal, tax or other advice, nor is it to be relied on in making an investment or other decisions. Avisen Wealth Management expressly disclaims all liability for actions taken or not taken based on any or all of the contents on LinkedIn. Updates and posts are commentary only. Third-party posts do not reflect the views of Avisen Wealth Management and have not been reviewed by the Firm for accuracy. Full disclaimer and guidelines can be found at https://avisenwealth.com/social-media-guidelines
11 to 50 staff
Lightspeed Investing
Welcome to Lightspeed Investing! For over 15 years, our team, led by former medical professionals turned investment experts, has stood as a beacon of financial excellence. At Lightspeed Investing, we champion a three-pillar approach: 1. Money Management for High Net-Worth Individuals: Our dedicated team specializes in managing high net-worth individuals' assets, ensuring optimal growth and risk management. Your financial success is our top priority. Trading Education Platform: Lightspeed Investing offers a comprehensive trading education platform, equipping individuals, whether novices or seasoned investors, with the knowledge to navigate alternative investments successfully. Automated Software that Trades for You: Experience the future of trading with our cutting-edge automated software. Let technology work for you as our software leverages the power of swift, strategic trading. Mentored by success stories like John Arnold, the youngest billionaire natural gas trader in 2007, we've forged a path that combines resilience, innovation, and an unyielding commitment to financial empowerment. Our mission is clear, to guide 10 million professionals to unparalleled financial success. At Lightspeed Investing, we believe in a community where expertise converges with innovation. Join us in celebrating your financial victories. Your journey toward financial freedom is supported by a team driven by knowledge, experience, and an unshakable dedication to your success. Unleash the power of expertise in a community that believes every individual has the potential to amplify their wealth, transform their realities, and embrace a life of financial independence. Your financial future begins here, where we combine the strength of our heritage with the agility of innovation to ensure that your capital grows swiftly and strategically.#FinancialFreedom #InvestingSuccess #LightspeedCommunity #WealthJourney #short-terminvesting #education #trading
11 to 50 staff
Marietta Investment Partners
At Marietta, we pair a timeless investment philosophy with a modern, forward-thinking team to ensure our services evolve with an ever-changing world. For over 25 years, this approach has helped our clients achieve their investment goals and improve their lives. Invest for tomorrow. Speak with us today.
1 to 10 staff
Pcs Investments
Curso y Clases de Invertir en la Bolsa de Valores en Miami y Broward - Online. Asesoría y Planificación Financiera.
1 to 10 staff
Unify Financial Advisors
Unify Financial Advisors is a fiduciary registered investment advisor located in Clearwater, Florida. Our mission is to provide financial peace to individuals, businesses, and our community. We achieve our mission by humbly applying our skills, experience, and care to provide exceptional service.
1 to 10 staff
Valuealigned Partners
For over 20 years, Valued Aligned Partners (“VAP”) has worked in our client’s best interests by thinking and acting independently rather than blindly following outdated Wall Street practices. Our personalized approach, our total commitment to serving our clients, our independence from big Wall Street firms, and our investing experience make us unique. We know that shares of great companies are not part of the answer, they are the only answer if you want an income that outlives you. After 16 years as a hedge fund trader and a corporate finance consultant, David, with his dad Bill, a mutual fund executive at Dreyfus, started VAP in 2002 to offer advice to his family and friends whose lives and finances were turned upside down by the Dot.com market crash in and the September 11, 2001, terrorist attacks. A Financial Concierge: Accountants, Attorneys, and Other Professionals In a sense, we serve as a client’s financial concierge where they can direct all financial questions. If we don’t know the answer and/or need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc. Learn more at Partners and its affiliates are not responsible for and do not encourage third parties to post anything on our behalf. Additionally, sharing of other’s articles should not be considered an endorsement. Please do not leave recommendations (by order of the US Government).
1 to 10 staff
Dynamk Capital
We work with pharma and biotech companies to accelerate start-ups in Life Sciences, providing critical technologies/services for vaccines, cell and gene therapies, biologics and other therapeutics
1 to 10 staff
Lumicre
We help institutional, family office, and accredited investors build long-term wealth through strategic commercial real estate partnerships, private funds, and expert brokerage advisory. Information About Brokerage Services: https://lumicre.com
11 to 50 staff
Precept Advisory Group
Leading our clients in building and managing high value retirement benefit programs is the primary focus of the Precept Advisory Group (PAG). We recognize the importance of supporting all stakeholders, from finance and human resources executives to legal, external ERISA counsel, auditors, and plan participants. As a nationally recognized Registered Investment Advisory (RIA) firm, PAG has the expertise and passion to enhance retirement plan outcomes for participants and plan sponsors. Our clients understand the value of receiving unbiased and independent advice. And, with our industry-leading consultative approach, well documented process-centric services, and disciplined investment oversight, we are able to build customized, cost-effective programs that deliver more.
11 to 50 staff
Spearman Financial Services, Llc
Spearman Financial Services, LLC is a Financial Services provider in Knox County, OH. As professional Wealth and Retirement Advisors, we are dedicated to our mission of meeting your insurance, investment, and financial planning needs. We offer advice for estate planning, life insurance products, commercial insurance, as well as general portfolio reviews. We go above and beyond to exceed your expectations. Call us today at (740)397-0731 to discuss all your financial services needs. Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc, an SEC Registered Investment Advisor. Spearman Financial Services is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do no reflect the views of Valmark Securities or Spearman Financial Services and have not been approved prior to posting. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
1 to 10 staff
Starr Private Equity Partners
Starr Private Equity Partners, LLC (“Starr PEP”) is a New York-based investment adviser providing alternative investment solutions to long-duration capital investors. Starr PEP's global alternative investment program seeks to construct a diversified and opportunistic portfolio, and spans across a wide set of strategy, sector, geography and return profiles. Starr PEP combines the legacy of Starr, its decades of international investments activity and operational heritage, with the investment team’s expertise to make well-informed investment decisions and foster long-term relationships with its partners.
11 to 50 staff
Interlake Capital Management, Llc
Interlake Capital Management, LLC is an independent investment advisory firm located in Carmel, CA, specializing in asset management and fiduciary services for households and workplace retirement plans. Investment selection and management are core functions at Interlake, but in a fundamental sense the firm is in the stress reduction business, the uncertainty management business, the business of helping people make good short-term decisions to they can enjoy great long-term outcomes…and enjoy the journey as much as the destination.
1 to 10 staff
Mykap Us
Somos una compañía americana que ofrece diversos vehículos financieros orientados a facilitar al mercado colombiano y latino, el acceso a activos reales (inmobiliarios), rentables y en dólares en los Estados Unidos. NMLS ID No.
11 to 50 staff
Storagenerds
This group will hold you accountable in buying your first storage facility within the next few months and teach you how to properly manage it
1 to 10 staff
Torren Management
We offer multi-family office services to ultra high-net-worth clients and related entities
1 to 10 staff
1up Financial Advisors Llc
Financial Planning for Twitch and YouTube creators. If your money feels like the final boss you spend hours trying to beat, we're your strategy guide. You’re making way more money than you ever thought you would playing video games and creating content. But does it feel like you just never have the time (or interest, don’t be shy) to keep up with it all? Just like with a game, if you sit there for hours you can eventually get a handle on this money thing. But who wants to do that? Imagine how it would be different if you were PSYCHED to look at your money knowing you’re making the right moves.that’s where we can help as a fee-only financial planning firm. We put your interests first and team up with you to create your own personal money strategy guide (just like the good ol’ Nintendo Power days).
1 to 10 staff
Ascentiv Trademap
ASCENTIV TradeMap™ accelerates your success at making insanely-great investment returns, delivering incredible growth in your personal wealth. Subscribe now. Cancel anytime
1 to 10 staff
Boston Light Financial
Boston Light Financial is located at 10 Cedar Street, Suite 11, Woburn, Massachusetts, 01801 in the United States. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
11 to 50 staff
