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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
137 Ventures Management, LLC San Francisco CA US 520.1 
50 South Capital Advisors, LLC Chicago IL US 5400.5 
400 Capital Management LLC New York NY US 2526.4 
4alphas Capital LLC Exton PA US 0.0 
360dividends 0.0 
2281329 Ontario Inc. 0.0 
191 Godwin Associates, Inc. D/b/a Godwin Capital Management Wychoff NJ US 0.0 
1 North Wealth Service, LLC Annapolis MD US 179.5 
22nw, LP Seattle WA US 0.0 
1839 Ventures, LLC 0.0 
3m Investment Management Corporation St Paul MN US 29201.7 
10th Lane Partners, LLC New York NY US 743.5 
1650 Wealth Management, LLC Lauderdale-by-the-sea FL US 65.0 
55 Capital Partners, LLC Mill Valley CA US 0.0 
4490 Ventures Madison WI US 0.0 
21st Century Investing Advisors Corporation Longboat Key FL US 0.0 
504 Fund Advisors, LLC Wilmington NC US 52.5 
3a Financial Group LLC 5.5 
10talents Investors, LLC Foxborough MA US 0.0 
683 Capital Management, LLC New York NY US 811.2 
20 Gates Management LLC New York NY US 3886.0 
4wealth Advisors, Inc. Burr Ridge IL US 56.0 
3sisters Sustainable Management, LLC Philadelphia PA US 37.9 
1207 Capital Group, LLC Chicago IL US 130.4 
2nd Market Capital Advisory Corporation. Madison WI US 108.3 
3d Asset Management, Inc. Hartford CT US 459.3 
1taxfinancial 0.0 
2020 Financial Planning LLC Seattle WA US 0.0 
360 Wealth Management, Inc. Scottsdale AZ US 5.6 
1315 Capital Philadelphia PA US 0.0 
1620 Investment Advisors, Inc. Plymouth MA US 102.9 
1270 Capital LLC New York NY US 0.0 
406 Ventures Management, LLC Boston MA US 0.0 
1832 Asset Management U.s. Inc. Toronto, Ontario CA 350.8 
1st Discount Brokerage, Inc. Lake Worth FL US 22.9 
401k Alliance Fullerton CA US 0.0 
4square Advisory Service, Inc. Fenton MI US 12.1 
212 Capital Management, Limited Montreal, Quebec CA 0.0 
57 Stars LLC Washington DC US 2740.5 
1492 Capital Management, LLC Milwaukee WI US 148.3 
16th Amendment Advisors LLC New York NY US 107.3 
401 Advisor, LLC Centerville OH US 38.2 
7summit Advisors, LLC Los Angeles CA US 15.4 
303 Advisors, LLC San Diego CA US 4.8 
6th Street Advisors, LLC Daphne AL US 0.0 
3i Debt Management Us LLC New York NY US 5488.1 
1st Securities Management, Inc Bad Axe MI US 7.2 
7a Financial LLC Miami FL US 0.0 
5 Arch Asset Management, LLC Irvine CA US 0.0 
401k Plan Advisors Green Bay WI US 0.0 
3w Fund Management Limited Grand Cayman Ky1-1104 KY 0.0 
7th Harvest Investments Richardson TX US 76.3 
1607 Capital Partners, LLC Richmond VA US 2862.6 
12 Squared 24.0 
401k Advisory Group, Inc. 2.3 
3t Advisors LLC 0.0 
21st Century Group, LLC Dallas TX US 0.0 
36 South Capital Advisors LLP London UK 913.1 
4d Global Energy Advisors SAS Paris FR 0.0 
3g Radar Gestora De Recursos LTDA. Rio De Janeiro BR 0.0 
3 Strong Ships Capital, LLC 0.0 
440 Investment Group, LLC Leawood KS US 96.8 
1901 Partners Management, LP New York NY US 400.7 
40 North Management LLC New York NY US 1718.1 
2nd St. Capital Management LLC. 3.1 
10 Star Asset Management Carlsbad CA US 26.8 
77th Street Investors 15.8 
654 Advisors, LLC 1.8 
31moorgate, Inc. 0.0 
4thought Financial Group Inc. Syosset NY US 88.9 
891 Venture Limited Grand Cayman KY 0.0 
5th Street Advisors, LLC Stamford CT US 171.9 
90capital, LLC Madison WI US 0.0 
361 Financial Planning, Inc. 0.7 
5 Star Investing Milton-freewater OR US 6.5 
1060 Capital, LLC Chicago IL US 164.7 
2520 Investment Service, LLC Manasquan NJ US 0.0 
105 Asset Management, LLC Harrison NY US 0.0 
2444 Investment Service, LLC Manasquan NJ US 0.0 
12 West Capital Management LP New York NY US 1646.7 
25 Capital Partners, LLC Charlotte NC US 529.6 
10-15 Associates, Inc. Goshen NY US 604.0 
1st Advantage Financial Advisers, LLC Lombard IL US 0.0 
337 Frontier Capital, LP Washington DC US 324.8 
21st Century Equity Advisors Corporation Columbus OH US 21.4 
32 Degrees Capital Advisors, Limited Calgary, Alberta CA 0.0 
3i Investments PLC London UK 0.0 
365 Capital Advisors, LLC 0.0 
3i Debt Management Investments Limited London UK 0.0 
401k Certified Independent Investment Advisors, LLC Boca Raton FL US 20.5 
2adapt Investment Advisory, LLC 0.7 
1080 Financial Group Sherman Oaks CA US 20.4 
212 Advisory Group, LLC Covington GA US 0.5 
1-800-401k, LLC 5.2 
4lb Investments, LLC 1.4 
20/20 Capital Management, Inc Costa Mesa CA US 509.4 
1291 Group Of The Americas Hamilton BM 4.0 
13d Management LLC New York NY US 338.2 
5151 Advisors, LLC Houston TX US 127.0 
7g Capital Management, LLC 0.0 
17 Capital Partners, LLC Phoenix AZ US 0.0 
83rd St. Wealth Management, LLC Palatine IL US 72.0 
1st Financial Planning Group, Inc. 0.0 
3i Corporation New York NY US 520.6 
9mile Labs, LLC Seattle WA US 0.0 
401k Gps Brighton MI US 0.0 
801 West Capital Management, LLC Portland OR US 0.0 
3rd Creek Investments 73.0 
3d Investment Partners Pte. Limited. Singapore SG 0.0 
36one Asset Management pty Limited. Johannesburg So 0.0 
360 Financial Minnetonka MN US 146.9 
21vc Fund Ii, LP Palo Alto CA US 0.0 
93 Financial Group, LLC Woburn MA US 196.3 
747 Capital, LLC New York NY US 308.4 
5am Ventures San Francisco CA US 0.0 
180 Wealth Advisors, LLC Federal Way WA US 0.0 
360 Wealth Management, LLC Dallas TX US 730.0 
3w Fund Management Limited Hong Kong CN 0.0 
1776 Management, LLC Washington DC US 0.0 
888 Partners 0.0 
401k Masters, LLC Lafayette CA US 11.2 
7 North Finance 1200.0 
1919 Investment Counsel, LLC Baltimore MD US 10438.0 
3x5 Partners Portland OR US 0.0 
14w Ventures GP LLC New York NY US 0.0 
4387 Capital Management LLC 0.0 
83north Management, Limited. Herzliya IL 0.0 
500 Startups Mountain View CA US 0.0 
5c Capital Management, LLC Woodcliff Lake NJ US 137.7 
1st Source Corporation Investment Advisors, Inc. South Bend IN US 2993.2 
1517 Fund San Francisco CA US 0.0 
50 Park Capital, LLC 0.0 
1914 Advisors West Conshohocken PA US 645.0 
40/86 Advisors, Inc. Carmel IN US 25366.5 
401k Generation Lake Mary FL US 9.9 
17capital Americas Inc New York NY US 0.0 
6 Meridian LLC Wichita KS US 1597.7 
1955 Capital LLC 0.0 
3g Capital Partners LP New York NY US 32272.0 
1st Global Advisors Inc Dallas TX US 7910.7 
1st Portfolio Wealth Advisors Fairfax VA US 194.6 
2020 Ventures LLC 0.0 
5tq Capital, LLC Napa CA US 167.9 
361 Capital LLC Denver CO US 1887.9 
3edge Asset Management, LP Boston MA US 497.0 
11 Asset Management, LLC 0.0 
19 Capital Management, LLC. Westport CT US 0.0 
4d Tax And Financial Planning, LLC. New York NY US 0.0 
11.2 Capital Belmont CA US 0.0 
3g Capital Management LLC St. Louis MO US 0.0 
46 And 2 Investment Advisors, LLC Traverse City MI US 30.8 
7300 Wealth Management, LLC. 7.8 
360 Financial Partners, LLC Mount Pleasant SC US 45.6 
7-13 Capital LLC 0.0 
3 A&d LLC Green Cove Springs FL US 0.0 
3rd Street Capital Management LLC. Baton Rouge LA US 59.0 
360 Investment Advisors San Rafael CA US 0.0 
7piers Capital, LLC Burlingame CA US 6.0 
111th Street Investments LLC Dba Main Street Investments 2.1 
402 Capital LLC Omaha NE US 0.0 
4 Seasons Advisors Princeton WV US 2.0 
4d Financial Advisors, LLC Naperville IL US 15.0 
401k Tune-up Shamong NJ US 0.0 
3 Factor Indexing, LLC 96.1 
1st Financial LLC New Port Richey FL US 0.0 
12th Street Asset Management Nashville TN US 383.4 
4-c Personal Wealth Management Consultants, LLC Saint Louis MO US 45.1 
7twelve Advisors, LLC Nashville TN US 77.0 
4th River Financial Group, Inc. Mars PA US 29.3 
8th Street Investments, LLC Alexandria VA US 91.3 
1st Nl Financial Planning Corporation. 3.4 
1949 Value Advisors LLC Mahwah NJ US 27.2 
7 Streets Financial, LLC San Diego CA US 61.0 
1209 Capital, LLC San Antonio TX US 0.0 
1 Union Management, LLC Kirkland WA US 2.5 
215 Advisors, LLC Escondido CA US 41.0 
1st Financial Investment, Inc. Clarks Summit PA US 3.0 
1776 Wealth Architects, LLC 0.0 
4612 Group, LLC Atlanta GA US 0.0 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

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