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

JPMorgan Chase & Co. is a financial holding company. JPMorgan Chase's principal bank subsidiaries are JPMorgan Chase Bank, National Association, a national banking association with branches in 17 states, and Chase Bank USA, National Association, a national bank that is the Company's... 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

Northern Trust Corporation is a financial holding company, which provides investment management, asset and fund administration, fiduciary, and banking solutions for corporations, institutions, and affluent individuals. The Company conducts business through various United States and... 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

Russell, a global leader in multi-manager investment services, provides investment products and services in more than 39 countries. Russell manages more than $135 billion in assets and advises clients worldwide representing $2.3 trillion. Founded in 1936, Russell is a subsidiary of... more

Deutsche Bank is a leading global investment bank with a strong and profitable private clients franchise. A leader in Germany and Europe, the bank is continuously growing in North America, Asia and key emerging markets. With 78,275 employees in 76 countries, Deutsche Bank offers... 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

Salomon Smith Barney (www.smithbarney.com) is a global, full-service financial firm that provides brokerage, investment banking, and asset management services to corporations, governments, and individuals. As a leader in the U.S. securities industry, Salomon Smith Barney's core... more

U.S. Trust Corporation is a wholly-owned subsidiary of The Charles Schwab Corporation and is a member FDIC. Banking deposits are FDIC insured up to the maximum amount allowable by law. Investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

Barclays PLC is a global financial services provider engaged in retail and commercial banking, credit cards, investment banking, wealth management and investment management services. The Company, along with its subsidiaries, operates through six business segments: UK Banking, Barclaycard,... more

The Capital Group Companies form one of the world's most experienced investment-management organizations with roots dating back to 1931. Capital currently manages over $500 billion in assets and has an unparalleled global research effort that has been involved in international investing... 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

The Ziegler Companies, Inc. (symbol: ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting,... more

Sanders Morris Harris Group Inc. (SMHG), through its subsidiaries and affiliates, provides asset/wealth management, and capital markets services. The products and services provided by the Company include asset/wealth management and capital markets. The asset/wealth management business... 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

About A.G. Edwards Capital A.G. Edwards Capital is a private equity firm affiliated with St. Louis-based brokerage firm A.G. Edwards & Sons, Inc. A.G. Edwards Capital manages approximately $230 million for its limited partners, made up of high net worth individuals and institutions.

Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and... more

Founded in 1887, A.G. Edwards & Sons, Inc. and its affiliates employ nearly 6,700 financial consultants in more than 700 offices nationwide and two European locations in London and Geneva. Drawn to the firm's client-first philosophy, individuals and businesses have turned to A.G.... 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 Engines provides multi-channel advice technology and services to help financial institutions and employers address real-world investor needs. Financial Engines' services provide specific, actionable investment recommendations based on the outcomes an investor wants to achieve... 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

Stanford Group offers communications on a very personal level. We stay in touch with our clients through a variety of means, including face to face meetings, quarterly updates, newsletters and written reports.

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

Macquarie Group (Macquarie) is a global provider of banking, financial, advisory, investment and funds management services. Macquarie's main business focus is making returns by providing a diversified range of services to clients. Macquarie acts on behalf of institutional, corporate and... more

Financial Inc. provides a complete line of commercial financing products to our clients through our agreement with several lenders and banks. We can match our customer up with a lender who can provide the best financing for your project. We specialize in commercial real estate, current... 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

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

ICMA-RC is an independent not-for-profit corporation focused on providing retirement plans and related services for over 800,000 public employees in over 8,000 retirement plans. Consistent with its mission, ICMA-RC provides administrative, investment, education, and other... more

D.A. Davidson & Co. is the largest full-service investment firm based in the Northwest, providing customized financial services to individual and institutional investors across the nation and overseas. The employee-owned firm is recognized for award-winning research focused on several... more

The Atlanta Branch of Ronald Blue & Co. is dedicated to providing individualized, comprehensive wealth management services to clients throughout metropolitan Atlanta and the Southeastern United States. With 25 years of experience in providing integrated financial planning, investment,... 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

Dundee Wealth is a Canadian publicly traded wealth management company that, through DWM Inc., provides investment management, securities brokerage, financial planning and investment advisory services to individuals, financial advisors, institutions, corporations and foundations. Each... more

Stanford Financial Group is a privately held global network of independent, affiliated financial services companies led by Chairman of the Board Sir Allen Stanford. The first Stanford company was founded by his grandfather, Lodis B. Stanford in 1932. Stanford's core businesses are private... more

Altamira provides you with an extensive range of products and services that are designed to make investing easy, and with the flexibility to choose the products and services that will help you to achieve your financial objectives. Altamira's experienced Investment Specialists are happy to... more

IGM Financial Inc. is a financial services company. It operates in three segments: Investors Group, Mackenzie, Corporate and Other. Investors Group and Mackenzie earn fee-based revenues in the conduct of core business activities, which are primarily related to the distribution, management... more

We offer a comprehensive range of services including financial planning and investment advice, and the entire gamut of financial instruments and investment products of almost all major companies, both public and private. In addition, we also provide investment assistance by helping you... more

At Investment Planning Counsel, we are committed to helping you live your dream. And whether your dreams are small or grand, our team will create simple and straightforward wealth management strategies that will help you achieve them. Our unique processes make it easy for you to realize... more

The Householder Group is one of the nation's largest independent financial planning firms, specializing in retirement and estate planning. We have assembled a unique professional staff offering complete financial advisory services to both individuals and businesses. In today's... more

Savant Capital Management, Inc. is an SEC Registered Investment Advisor. Savant provides financial planning and investment advisory services to financially established individuals, trust funds, retirement plans, non-profit organizations, and fiduciaries. We founded our firm in 1986 and... more

Cambridge Associates is uniquely qualified to provide our members with independent investment and financial advice and information. Our member base of more than 600 institutions and private investors includes colleges and universities, secondary schools, foundations, religious... more

Elderado Financial, Inc. was founded to serve the needs of our clients. Our clients expect independent financial advice so we are an independent firm. Our clients expect excellent service so we have two associates servicing each client, along with our service staff. Our clients expect us... more

Bremer Financial Corporation is a privately held, $5.9 billion regional financial services company owned by the Otto Bremer Foundation and Bremer's over 1,700 employees. Bremer maintains 100 locations throughout Wisconsin, Minnesota and North Dakota.

Today, CFS manages more than 100 programs throughout the nation. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable and efficient financial... more