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

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

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

CVC Capital Partners is a leading global private equity firm with over US$35 billion in funds raised focused on management buyouts. CVC was founded in 1981 and today has a network of 19 offices throughout Europe, Asia and the United States. Since 1981, CVC has completed over 250... 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.

Invesmart's business is dedicated to helping our advisor partners grow their retirement practice with unbiased, targeted qualified retirement plan services and solutions for your clients. The Invesmart Partner Program is designed to enhance the relationship between financial professionals... 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

Trillium Asset Management (www.trilliuminvest.com), is a socially responsible investment firm that manages approximately $600 million.

CAPIS operates trading desks in Dallas and in New York. Essential systems for these operations run on computer facilities in Dallas with uninterruptible power supply (UPS) and backup data communications services. In addition, CAPIS maintains an alternate trading environment outside of... more

Founded in 1953, First Albany Companies Inc. is a leading institutionally focused independent investment bank and asset management firm. Through its Taxable Fixed-Income, Municipal and Equity Capital Markets Divisions, the firm focuses on serving the institutional market, the growing... more

Alliance Trust is also offering the chance to win a two night stay for two people, including dinner and a round of golf for two on the Championship course at Carnoustie.

Baillie Gifford & Co is one of the UK's leading asset management firms. It is based in Edinburgh where it employs over 450 people. It manages or advises on more than £39bn ($69bn) of assets for clients (September 2005). Its clients are mainly institutional and are located in the UK,... more

The Cazenove equity research team covers more than 130 large and mid cap German, Austrian and Swiss publicly listed companies. The firm has a team focusing on small and mid cap research dedicated to this region and we recieved a No. 1 analyst rating in the Thomson Extel Pan - European... 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

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

Schwab Institutional is a leading provider of custodial, operational and trading support for independent fee-based investment advisors. The investment professionals it serves represent about 30% of Schwab's total customer assets and about 15% of Schwab's total customer accounts as of June... 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

Brown Advisory is an independent investment firm committed to delivering a combination of superior financial performance, solutions-oriented advice and partner-level service. We are privileged to continue Alex. Brown & Sons' 200-year tradition of investment success, absolute integrity and... more

Standish Mellon, founded in 1933 and acquired by Mellon in 2001, is a leader in the actively managed institutional fixed income business. With nearly $40 billion in assets under management, Boston-based Standish Mellon offers both domestic and international investment services through... more

Boenning & Scattergood is the oldest independent investment firm in the Mid-Atlantic region, providing services from investment banking to private portfolio management. Yet, as much as we do with investments, our firm is about working with investors. It's about having one commitment:... more

Founded in 1991, Arnerich Massena provides services to three distinct types of clients: corporations, foundation and endowments, and high net worth individuals. We guide our clients through the investment process in a clear progression that addresses strategic planning, professionally... more

Capital Advisors Group was founded in 1991 to provide a non-conflicted, focused treasury outsource solution for emerging growth companies. Today, Capital Advisors Group is one of the leading independent treasury managers in the country, with close to $5 billion in cash assets under... more

Prudential Financial, Inc. (Prudential Financial) is a financial services company. The Company has operations in United States, Asia, Europe and Latin America. Through its subsidiaries and affiliates, it offers an array of financial products and services, including life insurance,... more

Capital Financial Services, Inc. is a wholly owned subsidiary of Integrity Mutual Funds, Inc., and is registered with the SEC and NASD as an investment advisor and broker-dealer. Capital Financial specializes in providing investment products and services to independent investment... more

Founded in 1901, Sterne Agee has been providing investors like you with key investment opportunities for over a century. During the early years, our founders prominently established themselves in the financial securities industry in the southeastern United States. Today, we have... more

Hartland & Co., based in Cleveland, Ohio, is an independent, employee-owned institutional investment consulting firm, dedicated to assisting its clients achieve their financial objectives. Hartland & Co.'s sole business is investment consulting. We provide comprehensive investment... more

Value View was founded to help individuals achieve their financial goals. We seek to provide attractive returns through individualized investment planning. We have established a sound reputation with our clients by providing a personalized focus and skilled investment management. A... more

LTSave, Inc. is the leader in providing independent retirement advice. The company's service, created using its proprietary Web engine, is delivered via the Internet, and supported through customized customer support channels. LTSave's service provides individualized and independent... more

LCG is an independent, 100% employee-owned institutional investment-consulting firm. Our consulting staff provides asset allocation and investment planning services for corporate trusts, retirement plans, operating funds, nuclear decommissioning trusts, foundations, endowments, healthcare... more

Blackmont is an independent investment firm with over 650 employees in 11 locations across the country. Blackmont provides clients with senior expertise in wealth management, institutional sales and trading, investment banking, and research. Along with parent company Rockwater Capital... more

Located in Cambridge, Massachusetts, Numeric Investors LLC was founded in 1989 by Langdon Wheeler, CFA. Established upon Wheeler's prior work - that earnings estimate revisions were an effective method to forecast stock returns - the Estrend model was created to take advantage of this... more

National Planning Corporation® (NPC®) is part of the fastest growing broker-dealer network* in the country. We are also a registered investment advisor and are affiliated with Jackson National Life Insurance Company - one of America's largest life insurance companies with more than $65... more

Soltis Investment Advisors is a registered investment advisory firm located in the redrock country of the southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment... more

Tradition - Summit was established in 1995 with a commitment to providing personalized service to clients using a team approach. By design, we are small enough to readily respond to your needs, yet large enough to provide you with outstanding resources. *Rankings do not guarantee... more

Allegiance Capital is an employee-owned fixed income investment advisor, managing money for both institutional and individual clients. Allegiance Capital has always specialized in fixed income management and can provide both relative return and absolute return fixed income solutions.... more

Wealth Within is a private investments company focused on helping individuals maximise their investment returns in the share market. In just over 5 years Wealth Within has developed an enviable reputation having been recognised by the Australian government to deliver Australia's first... more

Permit me to introduce the services and investment philosophies of Alan B. Lancz & Associates, Inc. (ABL). Over twenty-five years ago, we set out to provide world class exceptional money management services solely geared toward your specific goals and objectives. Today, we manage money... more

Founded in 1998, Lawrence Decter Investment Counsel Inc.'s (LDIC) main focus was to be a highly disciplined and performance-oriented independent investment counsel firm offering a genuine financial service to its clients. Our clients are primarily high net worth individuals, trusts,... more

TRUSTCAP as we fondly call it, is a stage and sector independent investment bank providing global investment banking solutions to public and private companies in India across all industries irrespective of the stage of the company. TRUSTCAP delivers venture capital, private equity,... more

Quadravest was formed in 1997 and has designed, launched and manages 16 publicly traded investment products for a total in excess of $2 Billion in assets under management. Quadravest employs a unique investment style in today's marketplace. Investment assets are generally managed to... more

Value Management & Research AG (VMR) is a Germany-based company engaged in asset management activities, operating a range of European and global funds for investors. VMR also acts as a funds consultant for various customers. Its main subsidiary, Interinvest SA, is based in Luxembourg and... more

Larry Thompson & Associates is an independent Investment Management Consulting firm specializing in improving the operation and performance of pensions, foundations and endowments, family office portfolios, and other public and private investment funds. Our sole purpose is to assist our... more

Manitou Investment Management is a wholly independent investment management firm providing discretionary investment management services to private individuals and their families. Our central mission is to protect and build our clients' capital by achieving superior long-term investment... more

Front Barnett Associates LLC, established July, 1999, is the successor to a firm founded in May, 1994. We are a totally independent investment counseling firm registered under the Investment Advisors Act of 1940. The firm is wholly owned by its employees. We have approximately $700... more

Marquette Associates is an independent investment consulting firm that provides advice for institutional investors on the management and oversight of their investment programs. The firm was founded in 1986 with the objective of providing the highest caliber of investment consulting... more

MVest Management, founded in 2004, is a New York based investment management and research firm focused exclusively on the Income Trust market (REITs, Utilities, Energy Trusts, MLPs, and Royalty Trusts). Specifically, MVest Management creates and manages investment funds on behalf of... more

Karpus Investment Management is a fee-based, independent Registered Investment Advisory firm based in Pittsford, New York. Using a multiple-asset style of management, KIM offers specialized expertise in fixed-income (taxable and tax-advantaged), cash, and domestic and international equity... more