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Investment Management

Best investment management firm. Select the best investment management using customer reviews and ratings.

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$2B - $5B
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Highest Rated
LPL Financial
be first to review!
location iconFort Mill, South Carolina
company size
Company size:  5000+
AUM
AUM: $50B+
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location iconFort Mill, South Carolina
company size
Company size:  5000+
AUM
AUM: $50B+
LPL Financial LLC is a wholly-owned subsidiary of LPL Financial Holdings Inc., a publicly traded company, and an SEC-registered investment adviser fou...
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services
Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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LSV Asset Management
be first to review!
location iconChicago, Illinois
company size
Company size:  11-50
AUM
AUM: $50B+
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location iconChicago, Illinois
company size
Company size:  11-50
AUM
AUM: $50B+
LSV Asset Management is an independent SEC-registered investment adviser based in Chicago, founded in 1994. SEI Investments Company indirectly holds a...
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services
Investment ManagementInstitutional Services
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Featured Listings
Lucia Capital Management
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location iconSan Diego, California
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location iconSan Diego, California
Lucia Capital Management is a investment management firm based in San Diego, United States. Lucia Capital Management provides multi-family office institutional ...
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services
Institutional Services
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Lucid Advisors
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location iconSeattle, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconSeattle, Washington
company size
Company size:  1-10
AUM
AUM: Up to $2B
Lucid Advisors, Inc. is an independent, SEC registered investment adviser based in Seattle, Washington founded in 2001. Lucid Advisors, Inc. provides ...
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services
Investment ManagementInstitutional Services
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Lucid Wealth Planning LLC
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location iconRaleigh, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconRaleigh, North Carolina
company size
Company size:  1-10
AUM
AUM: Up to $2B
Lucid Wealth Planning LLC is an independent, SEC-registered investment adviser based in Raleigh, North Carolina founded in 2019. Lucid Wealth Plannin...
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services
Wealth ManagementTrust & Estate PlanningInvestment Management
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Lucien Stirling & Gray Advisory Group Inc
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location iconAustin, Texas
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location iconAustin, Texas
Lucien Stirling & Gray Advisory Group Inc is a investment management firm based in Austin, United States. Lucien Stirling & Gray Advisory Group Inc provides mul...
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services
Institutional Services
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Ludwick & Shirman
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location iconBoulder, Colorado
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location iconBoulder, Colorado
Ludwick & Shirman is a investment management firm based in Boulder, United States. Ludwick & Shirman provides multi-family office institutional services service...
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services
Institutional Services
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Lufax
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location iconShanghai, China
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location iconShanghai, China
Lufax Holding is a financial services technology platform business based in Shanghai, China. Lufax offers financial services for small business owner...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Luma Capital
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location iconNaples, Florida
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconNaples, Florida
company size
Company size:  1-10
AUM
AUM: Up to $2B
Luma Capital LLC is an independent, SEC-registered investment adviser based in Naples, Florida founded in 2001. Luma Capital LLC provides investment m...
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services
Investment ManagementInstitutional Services
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Lumina Fund Management
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location iconNew York, New York
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location iconNew York, New York
Lumina Fund Management is a investment management firm based in New York, United States. Lumina Fund Management provides multi-family office institutional servi...
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Institutional Services
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