SamSearch Platform
AI-powered intelligence for the right opportunities, the right leads, and the right time.
Contract Category
89 state, local & education solicitations AI-tagged as Investment Advisory.
AI Summary
KCDC seeks qualified firms for a pool to provide future debt and equity financing services. This RFP is for establishing pre-qualified firms for potential solicitations. Electronic bids due by August 7, 2026.
Knoxville's Community Development Corporation · Tennessee
AI Summary
The State of Massachusetts is soliciting bids for investment advisory services to support its financial asset management and investment strategies.
State of Massachusetts · Massachusetts
AI Summary
City of Waterbury seeks proposals for administrative, recordkeeping, education, and advisory services for four defined contribution retirement savings plans.
City of Waterbury · Connecticut
AI Summary
Metro Water Recovery seeks investment advisory services for its 401(a) and 457(b) retirement plans through a formal RFP. Proposals are due by August 12, 2026, with electronic submission and lump sum pricing.
Metro Water Recovery · Colorado
AI Summary
Massachusetts state agency seeks professional investment advisory services. Responses due by August 7, 2026.
Massachusetts · Massachusetts
AI Summary
Seeking an Investment Advisor to provide consulting and advisory services to support the INVENT program in Illinois. Includes a non-mandatory WebEx pre-bid conference on July 6, 2026.
Illinois · Illinois
AI Summary
The Village of Mount Prospect is soliciting qualifications from firms or individuals to provide fiduciary and investment advisory services for its 457b deferred compensation and Retirement Health Savings plans.
Village of Mount Prospect · Illinois
AI Summary
The Village of Mount Prospect seeks qualified firms to provide fiduciary and investment advisory services for its 457b deferred compensation and retirement health savings plans, managing assets totaling over $60 million for approximately 330 employees and former employees.
Village of Mount Prospect · Illinois
AI Summary
City of Loveland seeks professional non-discretionary investment advisory services via a formal RFP. Proposals must include transparent fee structures and be submitted electronically by July 2, 2026.
City of Loveland · Colorado
AI Summary
Central Texas College District seeks qualified firms for investment advisory services under RFQ 27-004, with a due date of July 6, 2026.
Central Texas College District · Texas
Common questions about finding and winning Investment Advisory government contracts.