Directory · US
Investment Management in United States
A register of firms and the professionals working at them in the Investment Management sector based in United States. Browse the public index, then filter or export on Kipplo.
Companies
18K on file
Bb&t Scott & Stringfellow
Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success. The BB & T Scott & Stringfellow Advantage BB & T Scott & Stringfellow pledges to its clients: Service of the highest quality. Service is at the heart of everything we do. We know that our success depends upon your success. We strive to meet your goals and create unique solutions for your individual situation. A personal relationship. From structuring your account to modifying your portfolio as your needs change, we focus on developing the right financial plan for you, throughout your lifetime. Quality investment advice. Our financial advisors are highly trained, well-educated professionals with access to a wide variety of product and company information and recommendations. A team of professionals upholding the highest standards of integrity. You can feel comfortable in your relationship with us. We act ethically and in your best interest, as directed by the principles of the New York Stock Exchange and our corporate values. This is our commitment to you. We recognize the need to continually develop programs that allow our clients to best meet their financial goals. As a BB & T Scott & Stringfellow client, you have access to a variety of high quality investments and personalized services. We’re committed to providing you with a superior investment experience and welcome any service suggestions or comments.
10001+ staff
Acumen
Acumen is solving the problems of poverty and building a world based on dignity.
51 to 200 staff
Atar Capital
Atar Capital is a global private investment firm that benefits from over seventy-five years of combined buy-out, investing, and asset management experience. The firm’s principals have collectively completed 80 private equity transactions across 18 countries worldwide. Atar invests in businesses that can make a valuable and positive impact on the world.
10001+ staff
Cifc Asset Management
A global alternative asset manager focused on credit solutions across CLOs, corporate credit (including senior loans and high yield bonds), structured credit and opportunistic credit, as well as direct lending. Founded in 2005, our seasoned investment professionals have an acute focus on downside risk with bottom-up credit research applied across all of our disciplines. Our investment teams are located in Miami, New York, Radnor, PA, and London.
51 to 200 staff
Silvercrest Asset Management
Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. Silvercrest's professionals have dedicated their careers to wealth management and our Managing Directors, who average more than 25 years of wealth management experience, have advised their clients through the boom of bull markets and the gloom of bear markets. We are not swayed by market manias. We are only interested in seeing our clients' assets invested in a manner consistent with their tolerance for risk. Silvercrest is free from the numerous conflicts of interest inherent to larger organizations. Our size, our employee ownership and our collegial culture-coupled with the spirit, camaraderie and character of our organization-stand in sharp contrast to much of Wall Street and the financial services industry. We enjoy working with one another and we enjoy working with our clients. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, sets us apart in a crowded field.
51 to 200 staff
Agam Capital
Agam Capital is an insurance solutions provider that differentiates itself by taking a risk-focused approach to dynamic management of liabilities. Agam was founded by former senior executives from Apollo Global Management and Aflac Inc. While traditional reinsurance solutions have aimed at enhancing asset yield to support a liability structure, Agam has focused its efforts on risk management and integrated analytics, which reduces the need to move further up the risk curve. It has developed a sophisticated, fully integrated Proprietary Asset-Liability model (pALM), which is the cornerstone to its Enterprise-wide Risk Management (ERM) framework. pALM enables insurers and reinsurers to manage its liabilities, assets and capital in a fashion that meets guidelines set by National Association of Insurance Commissioners (NAIC), European Insurance and Occupational Pensions Authority’s (EIOPA) Solvency II directive or Bermuda Monetary Authority’s (BMA) Solvency II Equivalence. Agam’s senior team has over 100 years of combined expertise in the field of insurance, asset management and risk management.
51 to 200 staff
Alger
Founded in 1964, Alger is recognized as a pioneer of growth-style investment management. Privately-owned and headquartered in New York City, Alger can help “Unlock Your Growth Potential” through a suite of growth equity separate accounts, mutual funds, ETFs, and privately offered investment vehicles. Alger’s investment philosophy, discovering companies undergoing Positive Dynamic Change, has been in place for 60 years. We have been helping clients achieve their growth equity investment objectives for 60 years. Experience and Independence - Growth equity pioneer - Private ownership with employee participation Philosophy - Time-tested fundamental research driven process - Culture of independent thinking and passion for investing Growth Specialists - Singular focus on growth equity investing - Dedicated to generating superior investment returns for our clients through active management At Alger, our strength lies in our people and in our rich history and tradition. We excel based on the self-motivation, ambition, and drive of our employees. We seek exceptional candidates who embrace challenges, welcome increasing responsibilities, and thrive in a fast-paced, dynamic environment that exposes them to team interaction, an intensive sales and quantitative analysis process, and a philosophy of providing unparalleled service to our customers and clients. Disclosures: http://bit.ly/2D2efQy
51 to 200 staff
Ara Partners
Ara Partners is a global private equity and infrastructure investment firm focused on industrial decarbonization. Founded in 2017, Ara Partners seeks to build and scale companies with significant decarbonization impact across the industrial and manufacturing, chemicals and materials, energy efficiency and green fuels, and food and agriculture sectors. The company operates from offices in Houston, Boston, Washington, D.C, and Dublin. Ara Partners closed its third private equity fund in December 2023 with over $2.8 billion in capital commitments. As of March 31, 2025, Ara Partners had approximately $6.0 billion of assets under management.
51 to 200 staff
Arrowmark Partners
ArrowMark Partners is an employee-owned asset management firm founded in 2007. Today, ArrowMark manages $18.5billion* in assets on behalf of a broad array of institutional clients and professional asset allocators across alternative credit and capacity-constrained equity strategies, as well as through the management of broadly syndicated and middle-market CLO Funds. Our unique approach, based on the team’s collective experience navigating market cycles, provides extensive insights across the capital structure and a skilled understanding of how to manage complex risk/reward tradeoffs through fundamental research.*As of 6/30/2025. CRE AUM includes commercial mortgage loans that ArrowMark or its affiliate has originated and/or currently manages on behalf of insurance companies and other institutional investors.
51 to 200 staff
Arsenal Capital Partners
Arsenal is a leading private equity firm that specializes in investments in middle-market industrial growth and healthcare companies. Since its inception in Arsenal has raised institutional equity investment funds of more than $10 billion. Arsenal invests in industry sectors in which the firm has significant prior knowledge and experience. The firm works with management teams to build strategically important companies with leading market positions, high growth, and high value-add.
51 to 200 staff
Avenue Capital Group
Avenue Capital Group, founded in 1995 by Marc Lasry and Sonia Gardner, is primarily focused on making opportunistic credit and other special situations investments across the United States, Europe and Asia. With over 185 employees worldwide, Avenue maintains dedicated accounting, operations, legal, risk management, compliance, business development and information technology teams. The Firm is headquartered in New York and has offices in Dublin, London, Luxembourg, Hong Kong, Mumbai, Singapore, Sydney, Abu Dhabi and Silicon Valley. It has $13 billion in assets under management as of December 31, 2023. Avenue’s team of over 60 investment professionals has deployed approximately $100 billion in investments across a variety of industries, regions and cycles with an eye towards value creation and capital conservation. Through rigorous due diligence and a robust network of relationships, the Firm proactively identifies public and private opportunities in fragmented, capital-constrained markets where excess premium can be extracted. Avenue approaches workplace diversity in its broadest sense, recognizing that strong performance is best achieved through the hiring of professionals with diverse backgrounds and experiences. In addition, the Firm has adopted and implemented comprehensive ESG principles for its personnel to consider when fulfilling their responsibilities and is a proud signatory to the United Nations Principles for Responsible Investment. Information posted is for informational purposes only and is not an offer to sell or solicit investments. Such information should not be seen as legal, tax, or investment advice. Views expressed are based on conditions at publication and are subject to change. Information from third parties is believed reliable, but has not been verified by Avenue. Target returns are hypothetical and come with risks, including loss of capital. Past performance does not guarantee future results.
51 to 200 staff
Bartlett Wealth Management
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management professionals will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management professionals will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning DISCLOSURE: The material presented by Bartlett Wealth Management is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Bartlett Wealth Management, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Bartlett Wealth Management expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
51 to 200 staff
Bbr Partners
BBR Partners is a boutique wealth management firm. Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. View Important Disclosure Information:
51 to 200 staff
Bel Air Investment Advisors
Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families. For Bel Air to focus more specifically on providing the best investment solutions for our clients, we partnered with Hightower in 2021 to provide regulatory and compliance, legal, technology, accounting, and human resources support. As such, Bel Air operates as an advisory practice under the regulatory umbrella of Hightower as a registered investment advisor and our employees are employed by Hightower under the supervision of the Bel Air team. For additional information and disclosures please visit:
11 to 50 staff
Boston Partners
For more than 30 years, we've combined attractive valuations, strong fundamentals, and positive business momentum in every portfolio we manage. Our consistent approach, led by an experienced and long-tenured team, has created a proven track record of performance across economic cycles, market capitalizations, and geographies. Today, we offer investment solutions across a variety of strategies, including U.S. value investing, global, international, and emerging market strategies, long/short portfolios, and targeted small and micro-cap products. Our strategies are available in a number of investment vehicles, from institutional separate accounts to mutual funds, SMAs, ETFs, Collective Investment Trusts, and UCITS funds for non-U.S. investors. In 2023, we launched Boston Partners Private Wealth, a division offering high-net-worth investors a full suite of wealth management services, including portfolio management, financial and estate planning, and tax-management. Boston Partners Global Investors, Inc.(“Boston Partners”) is an investment adviser composed of two divisions, Boston Partners and Weiss, Peck & Greer Partners (“WPG”), and is an indirect, wholly owned subsidiary of ORIX Corporation of Japan (“ORIX”). Discover our unique approach to investing.
51 to 200 staff
Boyd Watterson Asset Management
Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928. For more than 85 years, we have successfully managed a broad range of portfolios for both institutions and individuals. Our team members rely on a collective wisdom borne from decades of experience to navigate portfolios through challenging and diverse market cycles and economic environments. Our focus is on the management of money and a dedication to superior client service. We offer the unique benefits of a boutique firm but with the resources usually attributable to much larger asset management firms. Stability in our investment beliefs, our people, and our client relationships are the hallmarks of our organization.
51 to 200 staff
Brandes Investment Partners
Brandes: Your Value-Investing Specialists Brandes Investment Partners, L.P.(Brandes) is a leading investment advisory firm, managing equity and fixed-income assets for institutional and private clients worldwide, including employee benefit plans, foundations, endowments, corporations and Taft-Hartley Plans. Since the firm’s inception in 1974, Brandes has consistently applied the value-investing approach pioneered by Benjamin Graham to security selection. The firm believes a consistent application of its value philosophy is a key driver in helping clients pursue favorable long-term results. Headquartered in San Diego, Brandes and its related entities have offices in Milwaukee, Toronto, Dublin and Singapore. For disclosure, visit
201 to 500 staff
Casco Financial Group
We help people pursue their dreams. We believe that every person has a goal to be, do or have something and these dreams often have a financial component. We help people create the financial strategies to work toward those goals. and being a part of that experience is the greatest honor of all. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
1 to 10 staff
Chevy Chase Trust
Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management. An independent and privately owned investment management firm, Chevy Chase Trust pursues the greatest potential in each client’s wealth by applying our knowledge, experience and creativity to one client portfolio at a time. Our research and financial planning process is designed to deliver effective, diversified portfolios tailored to each client’s needs. We offer clients customized advice with a personal touch. Clients receive direct access to a team of experts including relationship managers, portfolio managers, financial and estate planners and trust professionals.
51 to 200 staff
Commonfund
Commonfund is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors to achieve their most important goals. Through our Outsourced CIO business, we provide nonprofits access to world-class investment management solutions. Our CF Private Equity business provides access to private equity investments for both nonprofit and for-profit organizations seeking to diversify their portfolios with private investments. Our Commonfund Institute is among the nation’s most trusted sources for relevant, useful, and proprietary data, analytics, and best practices in financial management. All our businesses are united by a relentless commitment to investment performance matched by an equally relentless commitment to the values of trust, transparency, and ethical behavior that have inspired us since our founding more than fifty years ago.
51 to 200 staff
F.L.Putnam Investment Management Company
We provide investment, financial planning, and family office services to high-net-worth clients and institutions, including endowments, foundations, and other RIAs. For over 40 years, we have delivered a comprehensive set of solutions that help clients build, preserve and manage their wealth. We serve clients nationally from offices in Maine, Massachusetts, New Hampshire, New York and Rhode Island. Our disclosures can be found by visiting our website:
51 to 200 staff
First Manhattan
First Manhattan is a $34B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service. For six decades, we have been a trusted partner to individuals, families, and fiduciaries, as well as partnerships and charitable trusts and foundations. When you partner with us, you can count on our experience building wealth over the long term. First Manhattan is independently owned and operated, with operating subsidiaries that include an SEC-registered investment adviser and a broker-dealer registered with FINRA.
51 to 200 staff
First Trust
First Trust Portfolios L.P. and First Trust Advisors L.P.("First Trust") were founded in 1991 with a mission to offer investors a better way to invest. We are single-minded about providing trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results that will contribute to the prosperity of our clients. Our approach is simple, and our company was built with these core principles in mind- Know What you Own - Invest for the Long-term - Employ Discipline - Re-balance - Control Taxes We are committed to providing original ideas, inventive products and the highest level of service. Disclaimer: This content is for information purposes only and should not be considered an offer to purchase or sell any security. There are risks involved with investing and investors should consult their investment advisors before investing in any financial product. A "like" is not to be considered to be a testimonial, a recommendation, or an indication of any investor's experience with any of First Trust's products or services. Third party posts are not adopted or endorsed by First Trust, do not reflect the views of First Trust and have not been reviewed by First Trust for completeness or accuracy.
1001 to 5000 staff
Fortis Investments
Fortis Investments was a top-tier asset management company with a truly global footprint. It was bought by BNP Paribas in 2008 as the whole Fortis Group. Fortis Investment was merged at the time with BNP Paribas Investment Partners (that has rebranded to BNP Paribas Asset Management later on)
1001 to 5000 staff
