Print Page   |   Contact Us   |   Sign In   |   Join
Member Firm Search

Connect with Member Firms like yours!  

  • Use this form to search for Member Firms.  
  • Select as many (or as few) criteria on which you would like to search.  
  • Simply hit CONTINUE at the bottom for a complete list of ALL Member Firms. 

Note: Be sure your Firm Profile is up-to-date so your firm is listed in relevant search results!


Location by Region

Regions are defined as follows: Canada International (outside US & Canada) Mid-Atlantic (DE,VA,MD,DC,PA,WV) Midwest (OH,IN,MI,IL,WI,MN,IA) New York (NY,NJ) Northeast (ME,NH,VT,MA,CT,RI) Northwest (WA,OR,ID,MT,WY,NE,AK,ND,SD) South-Central (TX,OK,MO,KS,AR,LA) Southeast (NC,SC,GA,FL,AL,MS,TN,KY) Southwest/California (CA,AZ,NM,UT,NV,CO,HI)
Firm Type

Total AUM

Employee Headcount

Investment Products Managed

Asset Classes/Strategies Managed

Portfolio Accounting System

Performance Attribution System

CRM System

Billing System

Report Packaging System

Trade Order Management System

Portfolio Rebalancing System

Social Media Capture/Archive/Compliance System

Research Management System

Document Management System

Website Host

Compliance System

Backoffice Outsourcing Provider

Reconciliation Tools

Pricing & Data Services

Accounting & General Ledger Systems

IT Outsourcing Provider

SEC Compliance Consultants

GIPS Compliance & Performance Consultants

Year Founded

Association Management Software Powered by YourMembership  ::  Legal