Top investors in United States

Reaves Asset Management is an investment management firm founded in 1961 and headquartered in Jersey City, New Jersey. The company specializes in managing equity and fixed income portfolios, with a particular focus on utilities, infrastructure, and essential service sectors. Reaves offers a range of investment products, including mutual funds and separately managed accounts, and is known for its expertise in income-oriented strategies. The firm serves individual and institutional investors and is recognized for its long-term approach and sector-specific research.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Wealth Enhancement Group operates across the United States and has grown significantly through acquisitions, positioning itself as a prominent independent registered investment advisor in the wealth management industry.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Wealth Enhancement Group operates as a registered investment advisor and has expanded its national footprint through acquisitions of other advisory practices, positioning itself as a significant player in the wealth management industry.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Wealth Enhancement Group has expanded its national footprint through acquisitions and organic growth, positioning itself as a significant player in the independent registered investment advisor (RIA) industry. The firm is known for its team-based approach and commitment to personalized client service, and it continues to grow its assets under management through strategic partnerships and industry consolidation.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Wealth Enhancement Group has expanded its national footprint through acquisitions and organic growth, positioning itself as a significant player in the independent registered investment advisor (RIA) industry. The firm is known for its team-based approach and commitment to personalized client service.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Wealth Enhancement Group operates as a registered investment advisor and has expanded its national footprint through acquisitions, positioning itself as a significant player in the wealth management industry.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Wealth Enhancement Group operates as a registered investment advisor and has expanded its national footprint through acquisitions of other advisory practices, positioning itself as a significant player in the wealth management industry.

Savant Wealth Management is a fee-only, independent registered investment advisory firm founded in 1986 and headquartered in Rockford, Illinois. The company provides comprehensive wealth management, financial planning, investment management, and fiduciary services to individuals, families, and institutions. Savant Wealth Management is recognized for its evidence-based investment approach and commitment to fiduciary standards, serving clients across the United States with a network of offices and a team of experienced financial professionals.

HoyleCohen Wealth Management is a financial advisory firm specializing in wealth management and financial planning services for individuals, families, and businesses. Founded in 2001 and headquartered in San Diego, California, the firm offers investment management, retirement planning, tax strategies, and estate planning. HoyleCohen is recognized for its client-focused approach and fiduciary commitment, serving clients primarily in the western United States. The firm has experienced growth through strategic acquisitions and has been noted for its emphasis on personalized financial solutions and comprehensive wealth management.

Dakota Wealth Management is a registered investment advisory firm founded in 2018 and headquartered in Palm Beach Gardens, Florida. The company provides wealth management, financial planning, and investment advisory services to high-net-worth individuals, families, and institutions. Dakota Wealth Management is known for its personalized approach, offering tailored financial solutions and fiduciary guidance, and has expanded its presence through acquisitions and strategic partnerships in the wealth management industry.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Wealth Enhancement Group operates across the United States and has grown significantly through acquisitions, positioning itself as a prominent independent registered investment advisor in the wealth management industry.

Trust Company Family Offices is a wealth management firm specializing in providing comprehensive financial services to high-net-worth individuals and families. The company offers investment management, trust and estate planning, tax advisory, and family office services. Founded in 1992 and headquartered in Appleton, Wisconsin, Trust Company Family Offices serves clients across the United States, focusing on personalized strategies to preserve and grow family wealth.

Santa Barbara Asset Management is an investment management firm specializing in equity strategies, with a focus on high-quality, dividend growth stocks. Founded in 1987 and based in Santa Barbara, California, the company serves institutional and individual investors. Santa Barbara Asset Management is known for its disciplined investment approach and was acquired by Nuveen, a subsidiary of TIAA, in 2015, integrating its offerings into Nuveen’s broader asset management platform.

BLVD Private Wealth, LLC is a registered investment advisory firm that provides wealth management and financial planning services to individuals, families, and institutions. The company focuses on personalized investment strategies, retirement planning, and estate planning, aiming to help clients achieve their long-term financial goals. BLVD Private Wealth, LLC operates in the financial services industry and is headquartered in Houston, Texas.

Strategic Wealth Partners (SWP) is a wealth management firm that provides financial planning, investment management, and advisory services to individuals, families, and institutions. Founded in 2008 and headquartered in Deerfield, Illinois, the company focuses on delivering personalized financial strategies and holistic wealth solutions. SWP is recognized for its client-centric approach and fiduciary commitment, serving clients across various industries and maintaining a reputation for transparency and long-term partnership.

Tech Energy Ventures is the Corporate Venture Capital arm of Tecpetrol's Energy Transition Division, supporting the Techint Group's path to accelerate decarbonization through new sources of energy and business opportunities.

Capital Wealth Planning, LLC is a Naples, Florida-based investment advisory firm specializing in income-focused strategies, including covered call writing and dividend growth portfolios. Founded in 2005, the firm serves institutional investors, financial advisors, and high-net-worth individuals, offering customized portfolio management and overlay services. Capital Wealth Planning is recognized for its expertise in options strategies and has developed proprietary approaches to enhance income and manage risk within equity portfolios.

We invest in breakthrough science and technology applied to the challenges humanity has no choice but to solve, including the ones we haven't anticipated yet. Focus on complex systems, resilience, and durable progress across space, energy, compute, and critical infrastructure.

Early-stage venture capital for visionary deep health founders, focused on good health for everyone.

Supply Chain Ventures invests in founders developing innovative technologies in the supply chain space, focusing on companies with strong product-market fit generating $5 million to $100+ million revenue that are disrupting global supply chains through advanced data analytics and technology solutions.

Cyndeo Wealth Partners is a wealth management firm that provides financial planning, investment management, and advisory services to individuals, families, and institutions. The company focuses on delivering personalized strategies to help clients achieve their financial goals, leveraging a team-based approach and fiduciary standards. Cyndeo Wealth Partners operates in the financial services industry and is headquartered in Houston, Texas.

A global early stage tech venture capital fund investing in the world's largest market opportunities solving the biggest challenges for humanity.

Grit Ventures backs 'deep tech titans emerging from the nation's top labs' by 'investing at the root of innovation bringing game changing technology out of the labs.' They focus on AI applied to the physical world, coupling automation with sustainability across industrial sectors.

Indiana Trust Wealth Management is a privately owned financial services firm based in Indiana, specializing in wealth management, investment advisory, and fiduciary services. Founded in 1989, the company provides personalized financial planning, trust administration, and investment management solutions to individuals, families, businesses, and nonprofit organizations. Indiana Trust Wealth Management is known for its client-focused approach and operates independently, serving clients primarily in Indiana and the surrounding region.

Bernstein Private Wealth Management is a division of AllianceBernstein L.P., specializing in investment management and financial planning services for high-net-worth individuals, families, and institutions. Founded in 1967 and headquartered in New York City, the firm offers customized wealth strategies, including portfolio management, tax and estate planning, and philanthropic advisory. Bernstein is recognized for its research-driven approach and fiduciary commitment, maintaining a significant presence in the private wealth management industry.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Wealth Enhancement Group has expanded its national footprint through acquisitions and organic growth, positioning itself as a significant player in the independent wealth management industry.

Bartlett Wealth Management is a financial advisory firm specializing in wealth management, investment planning, and financial consulting services for individuals, families, and institutions. Founded in 1898 and headquartered in Cincinnati, Ohio, the company offers personalized financial strategies, portfolio management, and retirement planning. Bartlett Wealth Management is recognized for its client-focused approach and has maintained a strong regional presence in the Midwest, with a reputation for stability and long-term client relationships.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Wealth Enhancement Group has expanded its national footprint through acquisitions and organic growth, positioning itself as a significant player in the independent registered investment advisor (RIA) industry. The firm is known for its team-based approach and commitment to personalized client service.

EP Wealth Advisors is a registered investment advisory firm founded in 2004 and headquartered in Torrance, California. The company provides financial planning, investment management, and wealth management services to individuals, families, and institutions. EP Wealth Advisors has expanded its presence across the United States through acquisitions and organic growth, managing billions in client assets and focusing on personalized, fiduciary advice tailored to clients’ financial goals.

Rogers Wealth Group is a financial services firm specializing in wealth management, retirement planning, and investment advisory services. Founded in 1995 and headquartered in Fort Worth, Texas, the company provides comprehensive financial planning solutions to individuals, families, and businesses. Rogers Wealth Group is known for its client-focused approach and offers services such as portfolio management, estate planning, and employee benefits consulting.

Bernstein Private Wealth Management is a division of AllianceBernstein L.P., specializing in investment management and financial planning services for high-net-worth individuals, families, and institutions. Founded in 1967 and headquartered in New York City, the firm offers tailored wealth strategies, including portfolio management, tax and estate planning, and philanthropic advisory. Bernstein is recognized for its research-driven approach and fiduciary commitment, maintaining a significant presence in the private wealth management industry.

Bernstein Private Wealth Management is a division of AllianceBernstein L.P., specializing in investment management and wealth planning services for high-net-worth individuals, families, and institutions. Founded in 1967 and headquartered in New York City, the firm offers customized portfolio management, financial planning, and research-driven investment strategies. Bernstein is recognized for its fiduciary approach and comprehensive advisory services, maintaining a significant presence in the private wealth management industry.

Dakota Wealth Management is a registered investment advisory firm founded in 2018 and headquartered in Palm Beach Gardens, Florida. The company provides wealth management, financial planning, and investment advisory services to high-net-worth individuals, families, and institutions. Dakota Wealth Management is known for its personalized approach, offering tailored investment strategies and comprehensive financial solutions. The firm has expanded its presence through acquisitions and organic growth, positioning itself as a notable player in the independent wealth management industry.

A multi-stage, venture-building platform committed to systemic investing, aiming to ensure business works in harmony with critical earth systems. Earth systems investing is committed to championing innovations that not only harness human ingenuity, but also forge partnerships with nature, driving forward restoration efforts for the benefit of our planet.

Westmount Asset Management is an independent investment advisory firm founded in 1990 and headquartered in Los Angeles, California. The company provides wealth management and investment advisory services to high-net-worth individuals, families, and institutions. Westmount is known for its client-focused approach, offering customized portfolio management and financial planning solutions. The firm emphasizes a diversified investment strategy and has established a reputation for transparency and fiduciary responsibility in the financial services industry.

High-conviction, long-term partners to founders rewriting the industries the world runs on. The most important breakthroughs happen where data, workflows, and physical infrastructure converge.

Price Asset Management, LLC is an investment management firm specializing in alternative investment strategies, including managed futures and commodity trading. The company provides portfolio management services to institutional and individual investors, focusing on diversified asset allocation and risk management. Founded in 2003, Price Asset Management, LLC is headquartered in Chicago and is registered with the Commodity Futures Trading Commission as a Commodity Pool Operator and Commodity Trading Advisor.

Chattanooga Renaissance Fund invests in seed and early-stage companies that display great habits and solid growth potential, focusing on entrepreneurs beyond the idea stage who are searching for mentorship and positive connections.

UA Venture Capital supports seed- to growth-stage national security and healthcare technologies that have transformative private and public applications. More than funding, strategic partnership provides vital access for successful commercialization.

A global investment firm investing across private markets in every asset class, with a mission to fortify companies and communities and help secure the futures of institutions and individuals counting on us, believing in shared success.

NorthCoast Asset Management is an investment management firm based in Greenwich, Connecticut, founded in 1988. The company specializes in providing quantitative investment strategies and portfolio management services to individual and institutional clients. NorthCoast Asset Management is known for its data-driven approach, utilizing proprietary models to guide investment decisions across global equity and ETF portfolios. The firm emphasizes risk management and aims to deliver consistent, long-term returns for its clients.

We believe business is now truly global. Exceptional entrepreneurs building strong, category-defining companies at highly advantageous valuations can be found anywhere. We help entrepreneurs develop, grow, network, and scale into other markets throughout the world.

We invest in visionary founders building category-defining tech companies that are levered to Africa.

Chicago Partners Wealth Advisors is a wealth management firm based in Chicago, specializing in providing investment advisory, financial planning, and portfolio management services to individuals, families, and institutions. The firm focuses on delivering personalized financial strategies, including retirement planning, tax optimization, and estate planning. Founded in 2013, Chicago Partners Wealth Advisors is known for its client-centric approach and fiduciary commitment, serving clients primarily in the Midwest and across the United States.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Wealth Enhancement Group operates as a registered investment advisor and has expanded its national footprint through acquisitions, serving clients across the United States. The firm is known for its team-based approach and focus on holistic wealth management solutions.

Wealthquest is a financial advisory firm founded in 2006 and headquartered in Cincinnati, Ohio. The company provides comprehensive wealth management services, including financial planning, investment management, tax preparation, and estate planning, primarily serving individuals, families, and business owners. Wealthquest is known for its integrated approach, offering clients a coordinated team of advisors to address various aspects of financial well-being.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Wealth Enhancement Group has expanded its national footprint through acquisitions and organic growth, positioning itself as a significant player in the independent wealth management industry. The firm is known for its team-based approach and commitment to personalized client service, and it manages billions of dollars in client assets across the United States.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Wealth Enhancement Group has expanded its national footprint through acquisitions and organic growth, positioning itself as a significant player in the independent wealth management industry. The firm is known for its team-based approach and commitment to personalized client service, and it continues to grow its assets under management through strategic partnerships and acquisitions.

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Wealth Enhancement Group operates as a registered investment advisor and has expanded its national footprint through acquisitions of other advisory practices. The firm is recognized for its team-based approach and commitment to personalized client service, and it continues to grow its assets under management and client base through strategic growth initiatives and partnerships.

Cedar Valley Wealth Management, Inc. is a financial advisory firm based in Independence, Iowa, specializing in financial planning, investment management, and insurance services for individuals and companies. The firm emphasizes the use of modern technology to maintain a paperless office and deliver personalized client service. Cedar Valley Wealth Management, Inc. has been in business for over ten years and is led by Juan R. Rodriguez.

Bernstein Private Wealth Management is a division of AllianceBernstein L.P., specializing in investment management and wealth planning services for high-net-worth individuals, families, and institutions. Founded in 1967 and headquartered in New York City, the firm offers customized portfolio management, financial planning, and advisory services. Bernstein is recognized for its research-driven approach and fiduciary commitment, serving clients across the United States and maintaining a strong reputation in the wealth management industry.

Ep Wealth Advisors is a registered investment advisory firm founded in 2004 and headquartered in Torrance, California. The company provides comprehensive financial planning, investment management, and wealth management services to individuals, families, and businesses. Ep Wealth Advisors has expanded its national footprint through acquisitions and organic growth, serving clients across the United States with a focus on personalized financial strategies and fiduciary responsibility.

EP Wealth Advisors is a registered investment advisory firm founded in 2004 and headquartered in Torrance, California. The company provides financial planning, investment management, and wealth management services to individuals, families, and institutions. EP Wealth Advisors has expanded its presence across the United States through acquisitions and organic growth, managing billions in client assets and focusing on personalized, fiduciary advice tailored to clients’ financial goals.

Ep Wealth Advisors is a registered investment advisory firm founded in 2004 and headquartered in Torrance, California. The company provides financial planning, investment management, and wealth management services to individuals, families, and businesses. Ep Wealth Advisors has expanded its presence across the United States through acquisitions and organic growth, managing billions in client assets and focusing on personalized, fiduciary advice tailored to clients’ financial goals.

Savant Wealth Management is a fee-only, independent registered investment advisory firm founded in 1986 and headquartered in Rockford, Illinois. The company provides comprehensive wealth management, financial planning, investment management, and fiduciary services to individuals, families, and institutions. Savant Wealth Management is recognized for its evidence-based investment approach and commitment to client-centric, fiduciary standards. The firm has expanded its national footprint through acquisitions and organic growth, positioning itself as a prominent player in the wealth management industry.

Aaron Wealth Advisors is a wealth management firm based in Chicago, specializing in providing financial planning, investment management, and advisory services to high-net-worth individuals, families, and institutions. The firm focuses on delivering personalized strategies tailored to clients’ unique financial goals and circumstances. Aaron Wealth Advisors is recognized for its fiduciary approach and commitment to transparency, aiming to build long-term relationships through comprehensive wealth management solutions.