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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
D & G Advisory Group, LLC. 55.0 
D & P Investment Advisors, Limited. Wakefield RI US 52.5 
D & T Financial Advisors, Inc. Concord CA US 30.6 
D C Voss & Company, LLC 85.9 
D F Burch Advisors, Limited. Dallas TX US 0.0 
D G O Investment Advisors LLC 11.4 
D Partners 2 Company Management 2005 Limited. Herzeliya IL 0.0 
D Ronald Voss Investment Manager 13.5 
D Squared Capital Management, LLC Bozeman MT US 11.2 
D. Craig Mckenna Advisors, Inc. American Fork UT US 29.4 
D. E. Shaw & Co., L.P. New York NY US 85143.1 
D. E. Shaw Direct Capital, LLC. New York NY US 110.8 
D. E. Shaw Investment Management, LLC. New York NY US 13970.5 
D. Keith Rhea Houma LA US 4.4 
D. L. Watson & Company, Inc. Sarasota FL US 0.0 
D. M. Brenner, Inc. Solana Beach CA US 53.0 
D. Mattersdorff LLC Beaverton OR US 30.5 
D. Scott Neal, Inc. Lexington KY US 195.6 
D.a. Davidson & Co. Great Falls MT US 11806.7 
D.a. Flowers & Company, LLC Berkeley CA US 17.8 
D.a. Schwenker & Assoc.s, Inc. Dublin OH US 5.4 
D.a.c. Davis Investment Counsel, Inc. Toronto, Ontario CA 4.7 
D.b. Fitzpatrick & Co. Boise ID USA 445.5 
D.b. Martin Investment Coaching 0.0 
D.b. Wealth Management Group, LLC San Diego CA US 101.9 
D.c. Capital Advisors, Limited New York NY US 159.3 
D.d. Marrello & Co. Wheaton Il 0.0 
D.f. Dent And Company, Inc. Baltimore MD US 3899.8 
D.h. Hill Advisors, Inc. Kingwood TX US 29.4 
D.j. Shah Financial Service 0.0 
D.l. Sizemore & Co., Inc. Austin TX US 3.0 
D.m. Wealth Management, Inc. Norman OK US 15.3 
D.p. Hill & Co. Paradise Valley AZ US 110.9 
D.r. Harris & Co. La Jolla CA US 0.0 
D.r. Saur Financial, Inc. Dallas TX US 93.2 
D/b/a Berger Advisory Service Stamford CT US 4.8 
D/b/a Financial Awareness Institute Woodridge Il 0.0 
D/b/a Riverside Capital Management White Plains NY US 0.0 
D/b/a Strategic Portfolio Management 1.8 
D/b/a The Davis Companies Boston MA US 1085.5 
D/b/a/ Lauber Financial Planning West Seneca NY US 0.0 
D/w Financial Consultants LLC Rockville MD US 30.9 
D2 Capital Management Jacksonville FL US 8.3 
D2 Investment Advisers & Associates 1.5 
D3 Financial Counselors LLC Downers Grove IL USA 210.0 
D3 Wealth Partners LLC Southlake TX US 0.0 
DA Capital LLC New York NY US 373.5 
DA Financial Advisors, Inc. Edina MN US 0.0 
Dabk Financial Planning Service 1.2 
Dac Asset Management LLC Naples FL US 124.5 
Dace Ventures Waltham MA US 0.0 
Daceyholden Management, LLC West New York NJ US 3.8 
Daeg Administrative Advisors, LLC New York NY US 0.0 
Daehan Securities,Inc 0.8 
Daemon Investment And Asset Management, LLC Miami FL US 2463.2 
Dafna Capital Management, LLC Los Angeles CA US 146.0 
Dafna Meltzer Cpa Elkins Park Pa 0.0 
Dafully Inc. Saratoga CA US 0.0 
Dag Ventures Palo Alto CA US 0.0 
Dagel Financial, Inc 0.0 
Dahab Associates Inc Bay Shore NY US 0.0 
Dahl Financial Service, Inc. Polo IL US 22.7 
Daily Bread Financial Planning 0.0 
Daintree Advisors LLC Boston MA US 1081.8 
Dais Advisors, LLC 0.1 
Daiwa Asset Management america Limited New York NY USA 360.9 
Daiwa Sb Investments hk Limited Hong Kong HK 337.6 
Daiwa Sb Investments Limited Chiyoda-ku, Tokyo JP 48051.0 
Daiwa Sb Investments singapore Limited. Singapore SG 324.2 
Daiwa Sb Investments Usa Limited New York NY USA 198.3 
Dak Financial Service, LLC 11.2 
Dakota Financial Management 82.1 
Dakota Pacific Salt Lake City UT US 0.0 
Dakota Wealth Management, LLC Watertown SD US 3.1 
Dakota Wealth Solutions, LLC Mt. Laurel NJ US 1.0 
Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group Amarillo TX USA 109.6 
Dale K. Ehrhart, Inc. Venice FL US 1002.1 
Dale L. Miller, Registered Investment Advisor, LLC 0.3 
Dale Reynolds Registered Investment Advisor Gainesville VA US 0.0 
Daley Capital, Inc 3.1 
Dallas Money Management LLC 2.0 
Dallas Wealth Management Dallas TX US 0.0 
Dalton Financial LLC 23.9 
Dalton Investments LLC Santa Monica CA USA 3537.0 
Dalton Strategic Partnership LLP London UK 1860.4 
Dalton, Greiner, Hartman, Maher & Co., LLC New York NY US 1802.3 
Dalvi Investment Funds, LLC Alameda CA US 0.6 
Daly Investment Management, LLC Mount Prospect IL US 30.0 
Dalzell Trading, LLC 0.0 
Damian Capital Management, LLC 0.9 
Dan Goldie Financial Service LLC Palo Alto CA US 715.0 
Dan L Wolfe 0.0 
Dan M. Wahba Financial Service, LLC 0.0 
Dana Investment Advisors Inc Brookfield WI US 6626.6 
Dana R. Norman Swansea MA US 40.0 
Dancourt Management, LLC 48.2 
Danda Trouve Investment Management, Inc. Prairie Village KS US 85.3 
Dane Financial LLC Springfield MO US 0.0 
Danforth Investments 0.0 
Danhua Capital Management, LLC 0.0 
Daniel Advisors Or The Daniel Group Duluth GA US 65.8 
Daniel Capital Management, LLC 0.0 
Daniel Devine & Company Delray Beach FL US 266.8 
Daniel Duree Investment Advisor Walnut Creek CA US 0.0 
Daniel F. Coxe, Investment Advisor Tustin CA US 0.0 
Daniel Financial Group, Inc. Little Rock AR US 0.0 
Daniel G Pappano 22.0 
Daniel Goldstein, Cfp 22.7 
Daniel Investment Associates, LLC Santa Barbara CA US 130.0 
Daniel Investments, Inc. 19.2 
Daniel J. Disimile Cfp, LLC 14.6 
Daniel L Frattali An Accountancy Corporation Encino CA US 0.0 
Daniel M. Perkins, Ria, LLC 11.0 
Daniel M. Stern, LLC 0.9 
Daniel Teplitz & Associates Financial Advisors, LLC Old Bridge NJ US 67.0 
Daniel Wealth Advisors Newport Beach CA US 424.3 
Daniels & Erickson Financial Advisors, LLC Dallas TX US 98.7 
Daniels + Tansey, L.L.P. Wilmington DE US 284.3 
Daniloff Capital New York NY US 61.9 
Danison & Associates Inc Columbus OH US 353.2 
Dann Asset Advisors, LLC 95.4 
Dannunzio Consulting Group, LLC Tacoma WA US 1534.5 
Danny Stuckler, Mba, Cfp 0.0 
Dara Capital Us, Inc. 151.6 
Darby Overseas Partners, L.P. Washington DC US 1823.2 
Darcangelo Financial Advisors, LLC Poughkeepsie NY US 0.0 
Darcangelo Financial Group, LLC Utica NY US 11.0 
Darcy & Co., Inc. Syracuse NY US 16.1 
Darcy Brix Investment Representative, Inc Willoughby OH US 0.0 
Darcy Capital Management, LLC San Diego CA US 94.7 
Darda Financial Service, LLC Winston-salem NC US 13.1 
Dare Capital Management, LLC Nags Head NC US 4.2 
Darel Baer Investment Advisory 4.6 
Dargon DEVE 0.0 
Dark Horse LLC 4.1 
Dark Horse Partners, LLC Chicago IL US 0.0 
Dark Horse Wealth LLC Cazenovia NY US 9.3 
Darlington Capital Management, LLC Somerville MA US 0.0 
Darrell & King, LLC Charlottesville VA US 690.4 
Darrow Wealth Management Concord MA US 144.6 
Darryll R. Bauchert, Sr., Mba, Cfp Fort Myers FL US 8.4 
Darsana Capital Partners LP New York NY US 2780.0 
Dart, Papesh & Company, Inc. East Lansing MI US 17.0 
Dartmouth Capital Advisors, Inc. 137.2 
Daruma Capital Management, LLC New York NY US 1798.5 
Darwin Private Equity, LLP London UK 0.0 
Darwin Ventures, LLC San Francisco CA US 297.2 
Darwish, Ryan 22.0 
Dash Investments Beverly Hills CA US 84.1 
Dasoma Capital Management, LLC New York NY US 0.0 
Data Collective Palo Alto CA US 0.0 
Data Point Management Company, LLC Boston MA US 0.0 
Data Sherpa Inc. 0.0 
Datamind Advisors, LLC 15.0 
Datapath Investment Advisors, Inc. Little Rock AR US 5.7 
Datatex Investment Service Inc Clayton MO US 26.0 
Dauble+worthington Equity Portfolios Evansville IN US 9.6 
Davenforth, LLC Austin TX US 0.7 
Davenport & Company LLC Richmond VA US 10387.0 
Davenport Advisors 14 LLC Newport Beach CA US 0.0 
Davenport Capital Management, LLC Mill Valley CA US 23.0 
Davenport Marrero Investment Advisors Orange Park FL US 0.0 
Davenport Watts & Drake Investment Advisors, LLC Ridgeland MS US 54.4 
Davenport Wealth Advisors Castro Valley CA US 0.0 
Davenport Wealth Management LLC Stuart FL US 0.0 
David A. Reumont Cpa, Pc Silver Spring MD US 0.0 
David Andrew Van Asdale Ii R.i.a. 0.0 
David B. Brandolph, J.d., Cfp 3.6 
David B. Heinz, Cfp 41.7 
David B. Patston, Cpa, Cfa Denver CO US 236.9 
David Bodnar Advisors LLC Cincinnati OH US 73.2 
David C. Sellers Financial Service, Inc. Jefferson City TN US 27.4 
David De Koekkoek, Cfp, Ea Ontario CA US 0.0 
David Ettl Financial 10.0 
David Fontana And Associates, Inc. P.s. Seattle WA US 0.0 
David Holmes Cross Plains TX US 5.0 
David I Shactman, Retirement Income Advisor 32.5 
David J. Peters Financial Service, Inc. Los Alamitos CA US 13.1 
David L. Simpson, An Accountancy Corporation Brea Ca 0.0 
David Lukas Financial North Little Rock AR US 0.0 
David M. Egeland Financial Service Minnetonka MN US 0.0 
David M. King And Associates, Limited. Lawrence KS US 0.0 
David M. Lee, P.c. Houston TX US 395.0 
David Michael Strauss 7.4 
David N. Hainsworth, C.p.a., P.c. Fairfax VA US 8.0 
David P. Griffith, P.a. Wilmington DE US 0.0 
David P. Henneke, Investment Advisor Alice TX US 49.4 
David Piersen Horstick, Investment Adviser 4.5 
David Russell Fjeldsted Farmington UT US 6.8 
David S. Reinders Cfp, Inc. Stevenson Ranch CA US 60.1 
David Smith Advisory South Miami FL US 78.1 
David Vaughan Investments Inc Peoria IL US 2216.5 
David W. Carickhoff Accountants, Inc Bensalem PA US 0.0 
David W. Mckinlay, Chfc Greenwood Village CO US 22.3 
David Wealth Management, LLC Fairfax VA US 48.5 
David Wendell Associates, Inc. Portsmouth NH US 723.7 
David, Alan R. San Jose CA US 2.2 
Davide Leone & Partners Investment Company LLP London UK 0.0 
Davidov Financial Coaching, LLC New Hyde Park NY US 26.7 
Davids Planning Service, LLC 0.0 
Davidsharek.com New York NY US 6.6 
Davidson & Garrard Inc Lynchburg VA US 652.1 
Davidson Capital Davidson NC US 173.8 
Davidson Capital Management, Inc Corpus Christi TX USA 193.7 
Davidson Financial Planning Inc. 0.0 
Davidson Fixed Income Management, Inc. Denver CO US 1443.5 
Davidson Investment Advisors, Inc. Great Falls MT US 1655.0 
Davidson Kempner Capital Management LP New York NY US 30246.6 
Davidson Wealth Management LLC Manalapan NJ US 92.6 
Davidson, John Wilds 0.0 
Davie Kaplan Wealth Care Advisors, LLC Rochester NY US 0.0 
Davies Financial Advisors, Inc. Murrieta CA US 0.0 
Davies Wealth Management LLC Sea Ranch Lakes FL US 4.6 
Daviman Financial, LLC Indianapolis IN USA 14.0 
Davinci Capital Management Inc. Cambridge MA US 18.1 
Davinci Financial Designs Columbia SC US 206.3 
Davinci Financial Planning, Inc. Colorado Springs CO US 5.3 
Davis & Seiley Wealth Management, Inc. La Mesa CA USA 120.3 
Davis & Wehrle, LLC Austin TX USA 82.8 
Davis Capital Advisors, LLC New York NY US 13.8 
Davis Capital Management Jacksonville FL US 66.0 
Davis Capital Partners, LLC Sausalito CA US 508.8 
Davis Financial Management, Inc. Leawood KS US 36.5 
Davis Financial Planning Asheville NC US 0.0 
Davis Financial Service, LLC Orleans MA US 51.5 
Davis Investment Group Vallejo CA US 9.8 
Davis Investment Group, Limited. 29.7 
Davis R M Inc Portland ME US 3161.4 
Davis Selected Advisers - Ny, Inc. New York NY US 23347.6 
Davis Selected Advisers LP Tucson AZ US 28970.0 
Davis Wealth Management Durham NC US 100.8 
Davis Wealth Management, LLC Akron OH US 0.0 
Davis, Glenn, & Glover Wealth Management Service, LLC Dallas TX US 69.1 
Davis-ross Investment Advisers, LLC Columbus OH US 1.2 
Davison Wealth Management, LLC 3.4 
Davisson Investment, LLC Newington NH US 25.6 
Davos Financial Advisors, LLC Coconut Grove FL US 3.0 
Davy Asset Management Limited Dublin 2 IE 4122.8 
Dawntreader Ventures LLC New York NY US 0.0 
Dawson James Asset Management, Inc. FL US 28.8 
Day & Ennis, LLC Macon GA US 197.7 
Day Hagan Asset Management Sarasota FL US 257.0 
Day Investment Advisors, LLC 0.0 
Day Wealth Management, Inc. Knoxville TN US 3.8 
Daybreak Fund Advisors LLC Houston TX US 127.1 
Daye Capital, LLC San Francisco CA US 0.5 
Daymark Advisors Baltimore MD US 0.0 
Dayton Advisors LLC Sunny Isle Beach FL US 100.0 
Db & C Advisors, LLC Holland MI US 62.1 
Db Asset Management,LLC. 6.3 
Db Financial Management, Inc. 41.0 
Db Investment Managers, Inc New York NY US 31.7 
Db Private Equity GmbH Cologne DE 0.0 
Db Root & Company, Inc. Pittsburgh PA US 325.4 
Dba Angel Rock Advisors And Angel Rock Fiduciary Partners 0.0 
Dba Arbor Financial Service Ann Arbor MI US 0.0 
Dba Chippewa Partners 10.0 
Dba Clarity Capital Partners Newport Beach CA US 175.0 
Dba Dick Hutchinson Registered Inv. Advisor Branford CT US 41.0 
Dba Donohue Fiducial Co. Providence Ri 0.0 
Dba Family Wealth Leadership Irvine CA US 27.0 
Dba Farmstead Investment Management 5.5 
Dba Fee Only Financial Planning, Inc. Dallas TX US 61.0 
Dba Jc Investment Management Oak Park IL US 30.1 
Dba Lebenthal Asset Management, LLC New York City NY US 260.0 
Dba Miller & Co. Winston-salem NC US 60.0 
Dba Olson Associates Roswell GA US 13.4 
Dba Payne Financial Consulting San Mateo CA US 0.0 
Dba Seaside Financial & Insurance Service Carlsbad CA US 71.0 
Dba Seslia Securities St. Thomas VI US 3.0 
Dba Stein Investment Service 10.5 
Dba Upal Or United Professionals Assoc. Limited. Tulsa OK US 33.1 
Dba, Bailey & Associates Columbia SC US 36.6 
Dba, Cornerstone Investment Counsel 7.5 
Dba, Mullen Advisory Studio City CA US 59.5 
Dba/rankin Capital Investment Management 20.5 
Dba: Ratio Capital Las Vegas NV US 2.8 
Dbay Advisors Limited Douglas UK 137.6 
Dbf GP, LLC 0.0 
Dbg Capital Advisors, LLC The Woodlands TX US 0.6 
Dbia, LLC. Southington CT US 0.0 
Dbk Financial Counsel, LLC Cuyahoga Falls OH US 52.1 
Dbl Investors, LLC San Francisco CA US 0.0 
Dbl Partners San Francisco CA US 0.0 
Dbn Wealth Management, LLC Santa Barbara CA US 0.0 
Dbo Advisors LLC San Francisco CA US 186.3 
Dbs Investment Advisers, LLC Bay City MI US 93.8 
Dbt Wealth Consultants Addison TX US 0.0 
Dbx Advisors LLC New York NY US 13230.6 
Dbx Strategic Advisors LLC New York NY US 0.0 
Dc Capital Management, LLC 25.0 
Dc Capital Partners Management, L.P. Alexandria VA US 0.0 
Dc Funding Partners LLC Oak Brook IL US 962.2 
Dca Investment Advisory, LLC 6.2 
Dca Management Company, Inc. Roseville CA US 0.0 
Dci, LLC San Francisco CA US 4542.9 
Dcj Global Wealth Management Germantown TN US 28.8 
Dcm Menlo Park CA US 0.0 
Dco Capital Management LLC Chicago IL US 20.0 
Ddj Capital Management LLC Waltham MA US 7410.4 
Ddo Advisory Service, LLC New York NY US 4.4 
Dds Investment Management, Inc. Northbrook IL 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.
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