Member List
The Money Management Institutes members includes some of the most successful portfolio manager firms and sponsors of investment consulting programs. Our members come from all over the globe.
- 1st Global
- A.G. Edwards & Sons, Inc.
- ADP
- Advanced Equities Financial Corporation, Wealth Management
- Advanced Investment Partners
- Advent Software
- AG Asset Management
- AIG Advisor Group
- Allegiance Capital
- AllianceBernstein Investment
- Allianz Global Investors
- American Century Investments
- Ameriprise Financial Services
- American Funds Distributors, Inc.
- Ariel Capital Management, LLC
- Ashfield Capital Partners, LLC
- Aston Asset Management
- Atlanta Capital Management Company, Inc.
- Bank of America
- Bank of New York
- Barclays
- Bear Stearns
- BISYS
- BlackRock Financial Management, Inc.
- Bonaire
- Boston Financial Data Services
- Brandes Investment Partners, L.P.
- Brandywine Asset Management
- Brinker Capital, Inc.
- Cadaret, Grant & Co., Inc.
- Calamos Advisors LLC
- Cameron Capital
- Capital Asset Planning, Inc.
- CDC Software/Pivotal CRM
- Charles Schwab & Co., Inc.
- Charles Schwab Investment Management
- Chartwell Investment Partners
- CheckFree Investment Services
- Citi
- Clay Finlay
- Clearbrook Financial, LLC
- Coates Analytics Group, LP
- Columbia Management
- Columbia Partners, LLC Investment Management
- Congress Asset Management Company
- Curian Capital
- DAK Associates
- Davis Advisors
- Delaware Capital Management
- DeskNet Inc.
- Deutsche Bank
- Douglas C. Lane & Associates
- Dreyfus Investments
- DST Systems, Inc.
- DTCC
- Duff Investment Partners Enterprise Funds Distributors, Inc.
- Eaton Vance
- Edward Jones
- Electronic Securities Processing (ESP) LLC
- EnvestNet
- Evaluation Associates - A Milliman Company
- Evergreen Investments
- Fayez Sarofim & Company
- Federated Investors
- Fidelity Investments
- Fifth Third Asset Management
- First Trust Advisors L.P.
- Fix Flyer LLC
- Fixed Income Securities
- Flippin, Bruce & Porter, Inc.
- FolioDynamix
- Forest Investment Management
- Forward Management
- Franklin Templeton Portfolio Advisors, Inc.
- Fred Alger Management, Inc.
- FundQuest, Inc.
- G-Trade
- Gannett Welsh & Kotler
- Goldman Sachs
- GlobalBridge
- Grail Partners
- Harris Investment Management
- Hartford Life, Inc.
- Hayden Group
- Heitman Real Estate Securities
- Henderson Global Investors
- Hilliard Lyons Asset Management
- HSBC Group
- ICON Advisers, Inc.
- Informa Investment Solutions
- ING Managed Account Group
- Integrated Trade Processing Corp
- Invesco Aim Separately Managed Accounts
- InvestorReach Inc.
- ITG Solutions Network, Inc.
- Ivy Funds Distributor, Inc.
- IW Financial
- J. & W. Seligman & Co., Inc.
- Janus
- Jefferson National
- Jennison Associates
- John Hancock Private Client Group
- JP Morgan
- Kilcullen & Company
- Lazard Asset Management
- Legg Mason & Co.
- Lincoln Financial Advisors
- Logan Capital Management
- Lord Abbett & Co. LLC.
- LPL Financial Services
- Madison Investment Advisors Inc.
- Man Investments Inc.
- Managers Investment Group LLC
- Mariner Investment Group
- Market Street Advisors
- MassMutual Financial Group
- McDonnell Investment Management
- MDTA LLC
- Mellon Financial Corp.
- Merrill Lynch
- MFS Investment Management
- MIT Associates, LLC
- Morgan Stanley
- Morningstar, Inc.
- Munder Capital
- Nationwide Financial
- Natixis Global Associates
- Navellier & Associates, Inc.
- Neuberger Berman
- New York Financial Systems
- New York Life Investment Management, LLC
- Nikko Global Wrap
- Nomura Securities Co., LTD
- Northern Trust Investments, N.A.
- Nuveen Investments
- NWD Investment Management
- Octavian, Inc.
- OFI Private Investments
- Old Mutual US Holdings, Inc.
- Omgeo
- Oppenheimer & Company
- Overture Financial Services
- Pacer Financial PLANCO Sentinel Funds
- Pacific Income Advisers, Inc.
- Parametric Portfolio Associates
- Peridrome
- PFPC
- Phoenix Investment Partners
- Pioneer Investments
- Placemark Investments, Inc.
- PPCA, Inc.
- PriceMetrix Inc.
- Prima Capital Holding
- Principal Global Investors
- Prudential Investments
- Putnam Investments
- Raymond James & Associates
- RBC Dain Rauscher
- Redi2 Technologies
- RIA Database
- RNC Genter Capital Management
- Robeco Investment Management
- Robert W. Baird
- Rothschild Asset Management
- Russell Investment Group
- Russell Reynolds Associates, Inc.
- Schroders Investment Management
- Security Global Investors
- SEI Investments
- SMART Consulting
- Smartleaf, Inc.
- Smith Barney
- SS&C Technologies, Inc.
- State Street Global Advisors
- SunGard
- SunTrust Bank
- Old Mutual US Holdings, Inc.
- Tactical Allocation Group LLC
- TCW Investment Management Company
- TD Ameritrade
- The McNamara Group LLC
- The Money Management Institute
- Thompson, Siegel & Walmsley, Inc.
- Thomson Transaction Services
- Thornburg Investment Management
- TIAA-CREF
- Todd Investment Advisors, Inc.
- Transamerica Investment Management
- Turner Investment Partners, Inc.
- UBS Financial Services, Inc.
- UBS Global Asset Management
- Upstream Technologies, LLC
- Van Kampen Management Inc.
- Vestmark, Inc.
- Victory Capital Management
- Voyageur Asset Management, Inc.
- Wachovia Securities
- Wells Fargo
- Wells Fargo Funds Management
- William Blair & Company, LLC
- Wilmer Cutler Pickering Hale and Dorr LLP
- WilmerHale