What types of agencies buy Investment Advisory services?

Federal agencies across all departments procure Investment Advisory services, including the Department of Defense, Department of Veterans Affairs, General Services Administration, and civilian agencies. State and local governments also issue Investment Advisory contracts through their own procurement portals.

How do I find Investment Advisory contracts with SamSearch?

Use SamSearch to browse pre-classified opportunities in one place, with AI-powered filtering by agency, set-aside, and deadline.

Are there set-aside contracts for small businesses in Investment Advisory?

Yes. Many Investment Advisory contracts are set aside for small businesses, including 8(a), WOSB, SDVOSB, and HUBZone firms. Use SamSearch's set-aside filters to find contracts your business qualifies for.

How competitive are Investment Advisory government contracts?

Competition varies by contract size and type. Large IDIQ vehicles in Investment Advisory can attract dozens of bidders, while small open-market solicitations may have only a few. Monitoring active solicitations and building agency relationships early improves win rates.

Contract Category

Investment Advisory Government Contracts

102 government contract opportunities classified as Investment Advisory, spanning federal and state/local solicitations. Updated daily.

102 SLEDUpdated daily

Federal Opps

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Federal contracts

SLED Opps

102

State, local & education contracts

Forecasts

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Agency pipeline forecasts

Total

102

All sources combined

102 state, local & education solicitations AI-tagged as Investment Advisory.

Brazos River Authority

RFP 26-1396 Investment Advisory Services

Active

AI Summary

Brazos River Authority seeks proposals for professional investment advisory services under RFP 26-1396, with submissions due by August 31, 2026.

Brazos River Authority · Texas

Posted Aug 3, 2026Due Aug 31, 2026RFP - Request for Proposal (Formal)NAICS 523930Sol: 9473809258

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Brazos River Authority - K4600

RFP 26-1396 Investment Advisory Services

Active

AI Summary

The Brazos River Authority in Texas seeks proposals for investment advisory services to support its financial management.

Texas · Texas

Posted Aug 3, 2026Due Aug 31, 2026NAICS 523930Sol: 26-1396

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Brushy Creek Municipal Utility District (MUD) - D0043

RFQ: Public Investment Advisory Services

Active

AI Summary

Brushy Creek MUD seeks qualified firms for Investment Advisory Services under Texas PFIA, emphasizing fiduciary responsibility and prudent public funds management focusing on safety, liquidity, and yield.

Texas · Texas

Posted Jul 31, 2026Due Aug 14, 2026NAICS 523930Sol: 204-07312026

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457 Deferred Compensation & Roth Plan Fiduciary Advisor

Active

AI Summary

Los Angeles County seeks a fiduciary advisor for its 457 Deferred Compensation and Roth Plans to provide expert financial and retirement plan consulting services.

los angeles · california

Posted Jul 30, 2026Due Aug 14, 2026RFQ - Request for QuoteNAICS 523920Sol: 006Ql00000j2MnJIAU

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Hays County

RFP 2026-P17 Investment Advisor

Active

AI Summary

Hays County, Texas seeks qualified SEC-registered investment advisory firms to serve as investment advisor to the County Treasurer and Investment Committee. Proposals due August 25, 2026.

Hays County · Texas

Posted Jul 30, 2026Due Aug 25, 2026RFP - Request for Proposal (Formal)NAICS 523930Sol: 9454482613

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San Marcos

RFP 2026-P17 Investment Advisor

Active

AI Summary

Hays County, Texas seeks an SEC-registered investment advisory firm to manage its $80M investment portfolio, optimizing returns per County policy and State law. Proposals due August 25, 2026.

San Marcos · Texas

Posted Jul 30, 2026Due Aug 25, 2026rfpNAICS 523930Sol: 776

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Texas Southern University - 717

Investment Management Services

Active

AI Summary

Texas Southern University seeks professional investment management services to manage and advise on financial assets starting July 2026.

Texas · Texas

Posted Jul 30, 2026Due Aug 13, 20262NAICS 523920Sol: 717-26-766

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Hays County - C1050

RFP 2026-P17 Investment Advisor

Active

AI Summary

Hays County, Texas seeks an SEC-registered investment advisory firm to manage its $80M investment portfolio, optimizing returns per County policy and state law. Proposals due August 25, 2026.

Texas · Texas

Posted Jul 30, 2026Due Aug 25, 2026NAICS 523930Sol: RFP2026-P17

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Employees Retirement System - 327

Employees Retirement System of Texas Request for Qualifications to Provide Public Equity Investment Advisory Services RFQ No. 26-15426-001

Active

AI Summary

ERS of Texas seeks qualified advisors for public equity investment advisory services via RFQ No. 26-15426-001. Respondents must submit data by August 11, 2026, and meet minimum qualifications. Contract terms and evaluation details are in the RFQ.

Texas · Texas

Posted Jul 28, 2026Due Aug 11, 2026NAICS 523920Sol: 26-15426-001

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City of Arvada

Investment Advisory Services

Active

AI Summary

The City of Arvada, Colorado, is soliciting proposals for Investment Advisory Services to manage the City's investments. The RFP closes on August 13, 2026, with electronic bid submission.

City of Arvada · Colorado

Posted Jul 23, 2026Due Aug 13, 2026RFP - Request for Proposal (Formal)NAICS 523930Sol: 9248043160

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Investment Advisory Government Contracts — FAQ

Common questions about finding and winning Investment Advisory government contracts.

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Investment Advisory Government Contracts

Investment Advisory Government Contracts — FAQ