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

At Hilliard Lyons, we have been providing that kind of singular insight for our clients from generation to generation since 1854. Over the years, we have helped clients plan for their goals at each life stage. Whether it's purchasing a new home, sending children to college, preparing... more

Cleary Gull is an independent investment advisory firm serving individuals, businesses, pension plans and foundations. We have established a reputation for access to premier money managers from around the world and expertise in managing investment risk. In 1996, we established the... more

Valentine Ventures, LLC (VVLLC) is a Wealth Management firm based in Bend, Oregon. A Registered Investment Advisory founded in 1997 by William L. Valentine IV, CFA, VVLLC provides fee-based comprehensive Wealth Management and planning to affluent investors*.

Foster Group is a fee-only financial planning and investment advisory firm, dedicated to providing sophisticated, unbiased advice to clients. Founded in 1989, Foster Group has always been committed to having each client experience true personal wealth through sound, disciplined financial... more

Kissinger Financial Services, Inc. and Kissinger Advisory, Inc. (Divisions of SMH Capital Advisors, Inc. a Registered Investment Advisor) are in the business of providing financial planning services for individuals and corporations.

WJ Interests, LLC provides financial planning and asset management services to individuals, families and businesses. The firm was formed in the belief that an understanding of the business and financial marketplace, coupled with a strong technological background and unflagging commitment... more

Barnett Financial is a boutique wealth advisory firm that provides family financial planning and investment management services. Barnett Financial's clients receive benefits that go well beyond family finance; they gain the peace of mind that comes from working with an experienced... more

GW & Wade is an independent, fee-based financial advisory firm with offices in Wellesley, MA and Palo Alto, CA. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning.... more

Carlton Capital Group, based in Washington, D.C., is a private equity investment firm that makes early stage investments. Carlton focuses on information technology companies with significant and transformational potential, and on opportunities to leverage technology to create new markets.

PDY create comprehensive tailored financial plans for the investment of small and large amounts of capital that may be derived from a number of sources. The time frame for these investments could be long or short tem and we tailor the plan accordingly, taking into account your risk... more

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> > Vianaut is a specialized Financial Engineering firm, catering to the finance needs of i.e. the Hospitality industry. We have over 25 years of experience and have helped arrange financing for very well known hotels. Given the turbulence in the industry, Vianaut only arranges finance... more