The Blackstone Group L.P. is a global alternative asset manager and provider of financial advisory services. The Company is an independent alternative asset manager with assets under management of $102.43 billion, as of December 31, 2007. Its alternative asset management businesses... more

The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related financial services. CSC provides financial services to individuals and institutional clients through three segments: Schwab... more

Merrill Lynch & Co., Inc. together with its subsidiaries, provide investment, financing, insurance, and related services to individuals and institutions on a global basis through its broker, dealer, banking, and other financial services subsidiaries. The Company’s operations are organized... more

Smith Barney is the private wealth management unit of Citigroup. It is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, governments and foundations. With more than 13,000 Financial... more

Legg Mason, Inc. (Legg Mason) is a global asset management company. Acting through its subsidiaries, the Company provides investment management and related services to institutional and individual clients, Company-sponsored mutual funds and other investment vehicles. The Company offers... more

Morgan Stanley is a global financial services firm that, through its subsidiaries and affiliates, provides its products and services to a group of clients and customers, including corporations, governments, financial institutions and individuals. Morgan Stanley’s business segments include... more

UBS AG is a global provider of financial services for wealthy clients. UBS’s financial businesses are organized on a worldwide basis into three Business Groups and the Corporate Center. Global Wealth Management & Business Banking consists of three segments: Wealth Management International... more

SEI Investments Company is a provider of asset management services, investment processing and investment operations solutions. The Company's outsourcing solutions help corporations, financial institutions, financial advisors and families create and manage wealth. Its products and services... more

State Street Corporation is a financial holding company. The Company, through its subsidiaries, including its banking subsidiary, State Street Bank and Trust Company, State Street Corporation, provides a range of products and services for institutional investors globally. The Company... more

Edward Jones provides investment advice and financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the company's business, from the types of investment options offered to the location of branch... more

Morgan Keegan & Company Inc., one of the nation's largest regional full-service brokerage and investment banking firms, is the securities brokerage arm of Regions Financial Corporation (NYSE: RF). Headquartered in Memphis, Tenn., Morgan Keegan has some 300 offices across an 18-state... more

Lazard Ltd (Lazard) is an international financial advisory and asset management firm. The Company serves a diverse set of clients around the world, including corporations, partnerships, institutions, governments and high-net worth individuals. Lazard operates from 39 cities in business... more

Piper Jaffray Companies is a middle-market investment bank and institutional securities firm, serving the needs of middle-market corporations, private equity groups, public entities, nonprofit clients and institutional investors. The Company provides a set of products and services,... more

FBR Financial Services Partners, L.P. (FSP) is a private equity fund whose sole investment objective is to provide strategic, medium-term equity capital to growing financial services companies. The institutional investors committed to FSP include major banks, insurance companies and... more

TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products. Worldwide, TD Waterhouse currently services 3.1 million active customer accounts.

Calvert is the largest family of socially responsible mutual funds in the United States with approximately $9 billion in assets under management, offering twenty-eight funds that allow individual and institutional investors to pursue a broad range of investment objectives within a single... more

Federated Investors, Inc. (Federated), together with its consolidated subsidiaries, is a provider of investment management products and related financial services. The Company sponsors, markets and provides investment-related services to various investment products, including mutual funds... more

At Baird, we have the deep expertise and broad skills to create outcomes that meet your specific needs. Baird Financial Advisors have been recognized in Barron's and other publications1 as among the nation's top financial advisors. They deliver unique solutions to wealthy families and... more

Societe Generale is one of the largest financial services groups in the euro-zone. The Group employs 92,000 people worldwide in three key businesses: Retail Banking & Financial Services: Societe Generale serves about 18 million individual customers worldwide; Global Investment Management... more

LPL is committed to providing its representatives with the tools they need to offer the highest quality of independent investment advice. LPL has been ranked the number one independent broker/dealer for eight years in a row by Financial Planning magazine (June 1996-2003, based on... more

State Street Global Advisors, the investment management arm of State Street Corporation, delivers investment strategies and integrated solutions to clients worldwide across every asset class, investment approach and style. With $1.9 trillion in assets under management as of June 30, 2007,... more

Raymond James & Associates, Inc. are a leading investment bank and a wholly owned subsidiary of Raymond James Financial (NYSE: RJF). Raymond James Financial is a diversified financial services firm whose subsidiaries engage in securities brokerage, investment banking, asset management,... more

Raymond James Financial, Inc. (RJF) is a holding company whose subsidiaries are engaged in various financial services businesses predominantly in the United States of America and Canada. Its principal subsidiaries include Raymond James & Associates, Inc. (RJA), Raymond James Financial... more

Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Through its subsidiaries, Waddell & Reed Financial provides investment management and financial planning services to clients throughout the United States. Waddell & Reed Investment Management Company... more

Financial Network provides a wide variety of investments and services. Each of our branch offices is independently owned and operated by our financial professionals, and is supported by our national organization. As a securities brokerage firm, our firm is regulated by the United States... more

Greenwich, Conn.-based IB offers Universal Direct-Access Trading and sophisticated trade management tools at low costs to professional traders and investors worldwide. IB provides low-cost execution and clearing services to trade stocks, options, futures, forex, and bonds on over 50... more

Banc of America Securities LLC (BAS), a subsidiary of Bank of America Corporation, is a full-service investment bank and brokerage firm. With principal offices in San Francisco, New York and Charlotte, BAS employs more than 4,200 associates in offices around the country, and with... more

Each year, PFM is involved in tax and revenue anticipation note deals - deals worth hundreds of millions of dollars - that help school districts meet seasonal funding needs. PFM has developed expertise on current and advance refundings for school districts. In fact, several State... more

Baird provides a wide variety of advisory services, primarily serving middle,market companies; however, we have advised on acquisitions as large as ,6.3 billion. Our merger and acquisition practice is closely split between buyers and sellers, giving us unique perspectives into both. Our... more

FOLIOfn delivers innovative investment solutions to financial professionals and institutions through FOLIOfn Institutional, a division of FOLIOfn Investments, Inc. (www.folioadvisor.com), headquartered in Vienna, Va., (703) 245-5757. The proprietary and patented FOLIO trading platform is... more

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada. Our advisors and their clients are at the centre of our business and are supported by... more

Baird Capital Partners, the U.S.-based buyout fund of Baird Private Equity, invests in lower middle-market companies in the business services, manufactured products and healthcare sectors. Established in 1989, Baird Capital Partners leverages its deep sector knowledge, experienced... more

Lincoln Financial Advisors Corp. (LFA) is the financial planning division of Lincoln Financial Group, and is a member of both FINRA and SIPC. Lincoln Financial Advisors professionals offer planning and advisory services, retirement services, life products, annuities, investments, and... more

FBR Financial Services Partners, L.P. (FSP) is a private equity fund whose sole investment objective is to provide strategic, medium-term equity capital to growing financial services companies. The institutional investors committed to FSP include major banks, insurance companies and... more

Albridge Solutions provides enterprise data management (EDM) and Web-based portfolio accounting and performance reporting solutions to more than 130 financial services firms representing $1 trillion in assets, more than 70,000 financial advisors and millions of investors. Using... more

At Brinker Capital, we focus on providing services to financial advisors so that they can provide the highly personalized investment solutions that their clients require. We offer managed account and mutual fund investment programs that bring together our investment consulting expertise... more

AGF Master Limited Partnership (Master LP) is a Canadian investment management company. Master LP was formed through the merger of 11 AGF and 20/20 limited partnerships (the Merging Partnerships). The Merging Partnerships were formed for the purpose of arranging for the distribution of... more

GunnAllen Financial is a full service brokerage and investment banking firm with a nationwide presence. For more than two decades, GunnAllen Financial has been providing clients with a wide range of investment products and services to help them prepare for their financial future. Today,... more

Canaccord Capital Inc is an independent full-service investment dealer in Canada with capital market operations in the United Kingdom and the United States. The Company has operations in each of the two segments of the securities industry: capital markets and private client services. The... more

Founded in 1973, Callan Associates Inc. is one of the largest independently owned investment consulting firms in the country. Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors through five... more

The investment and corporate banking businesses of BMO Nesbitt Burns are part of Bank of Montreal's Investment Banking Group. BMO Nesbitt Burns offers a broad range of products and services such as underwriting, corporate lending, mergers and acquisitions, research, sales, and trading. In... more

We are a boutique financial services firm focused on advising high net worth and institutional clients. Our primary role is to present an independent and objective platform to provide innovative and unbiased advice to our clients. By combining investment services with leading industry... more

Available through leading financial advisors, GoldK delivers efficient and affordable retirement-plan services that greatly reduce the administrative burdens and expense for plan sponsors while enhancing the ability of participants to interact with their plan. GoldK's progressive... more

Sanders Morris Harris Partners is an arm of Sanders Morris Harris Inc. We're a broker/dealer organization that was formed in recognition of the changes that have occurred in the independent broker/dealer community of today. Many of these changes, sadly, are not for the better. With the... more

Ferris, Baker Watts, Incorporated is serving as the managing underwriter for the offering, with JMP Securities acting as the co-manager. A copy of the final prospectus relating to the offering may be obtained from Ferris, Baker Watts, Incorporated, 100 Light Street, 8th Floor, Baltimore,... more

Southwest Securities is a leading provider of cost-effective, integrated trade execution, clearing and client account processing to more than 200 financial services organizations nationwide. Our clients are supported by highly qualified, experienced operations personnel and 21st century... more

WestPark Capital, Inc.. is a full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors. We are committed to forging lasting partnerships with emerging growth... more

DSP Merrill Lynch is a leading participant in the origination of debt issuance programs and facilities. We originate and place a wide variety of instruments ranging from short term debentures to long-term credit enhanced structured debt. The debt origination team works closely with the... more