Investment Advisory companies

Jordan Park is a multi-family office and SEC-registered investment adviser providing investment management, financial advisory and purpose-driven wealth managem…

PJT Partners is a global advisory-focused investment bank providing independent strategic, restructuring, and fund advisory services to corporations, financial…

Brighton Jones is a wealth management firm providing holistic financial planning and advisory services to high-net-worth individuals and families through more t…

Russell Investments is an asset manager and investment consultant managing $377 billion for clients worldwide through customized portfolios and a multi-manager…

UVIMCO is an independent investment manager that oversees the University of Virginia's endowment, managing approximately $16 billion in assets from Charlottesvi…

Equi is an SEC-registered investment advisor offering multi-strategy alternative investment funds and white-label fund of funds products for multi-family office…

Global multi-strategy hedge fund and alternative investment platform operating a multi-manager model with internal and external investment partners across five…

Dimensional Fund Advisors is a global investment firm that uses financial science and academic research to manage mutual funds, ETFs, and sustainable strategies…

Wellington Management is a large, independent investment management firm providing equity, fixed income, multi-asset, and alternative strategies to institutiona…

Brown Brothers Harriman is a privately held global financial services firm, founded in 1818, offering asset servicing, global markets, wealth management, corpor…

Global asset manager offering integrated active, passive and alternative investment solutions to institutional and retail clients worldwide.

Opto Investments is a fintech company that provides a platform for wealth managers, family offices, and private banks to manage private markets investments end…

Alternative investment firm managing approximately $20 billion using quantitative and discretionary global macro and trend-following strategies across four offi…

Allocate provides an intelligent operating system for private markets, connecting wealth advisory firms with fund managers and managing subscriptions, capital f…