Top 25 Portfolio accounting firms based in the United States

“Invesco is dedicated to helping investors around the world rethink possibility.”

“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…”

“Headquartered outside of Boston, Mass.”

“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…”

“City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.”

“Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.”

“In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.”

“Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock…”

“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…”

“Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…”

“Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…”

“TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.”

“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.”

“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.”

“Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).”

“As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.”

“With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…”

“Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.”

“Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning…”

“Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…”

“At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.”

“Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $33B in assets* across the capitalization spectrum.”