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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Di Bello Financial, Inc. Irvine CA US 18.1 
Di Biasio & Edgington, Inc. Burke VA US 0.0 
Di Ves Tech 7.7 
Diablo Investment Advisors, LLC 21.1 
Diablo Vista Capital, LLC Concord CA US 13.5 
Diag Capital Management, LP New York NY US 0.0 
Dial Capital Management LLC 0.0 
Dialectic Capital Management, LP Norwalk CT US 568.2 
Diamant Asset Management, Inc. Greenwich CT US 150.9 
Diamond Castle Holdings, LLC New York NY US 1192.8 
Diamond Financial Corporation Arlington Heights IL US 0.0 
Diamond Head Financial Advisors LLC Honolulu HI US 7.8 
Diamond Hill Capital Management Inc Columbus OH US 16841.4 
Diamond Investment Management Service, LLC 22.0 
Diamondhead Management, LLC Burlingame CA US 0.0 
Diane Lapon Dba Lapon Financial Service 0.0 
Diane Williams Financial Planning Service, LLC 0.2 
Dias, Edward J. 0.0 
Diaspora Investment Managers LLC 0.9 
Diastole Wealth Management Guilford CT US 665.4 
Diaz-bazan Asset Management LLC Boston MA US 0.0 
Dib Investment Management LLC Farmington Hills MI US 0.0 
Dibartolomeo Investment Group, LLC East Palestine OH US 0.0 
Dibenedetto & Associates Limited Loves Park IL US 143.9 
Diccianni Financial Group, Inc. East Norriton PA US 64.8 
Dice Financial Investment Advisory Mitchell SD US 35.8 
Dick Rivera & Associates Dallas TX US 99.8 
Dickinson Barnum Investment Management, LLC Paragould AR US 32.7 
Dickinson Investment Advisors Council Bluffs IA US 119.4 
Dickmeyer Boyce Financial Management, Inc Fort Wayne IN US 263.4 
Dickson Capital Management, LLC. 5.0 
Diehl / Marsh Wealth Management, Inc. Pittsford NY US 11.4 
Diem Wealth Management Fort Wayne IN US 0.0 
Diesslin Group, Inc. Fort Worth TX US 782.5 
Different By Design Financial Planning 0.0 
Differential Capital LLC 2.2 
Digger Capital, Inc. St Johns FL US 3.3 
Dightman Capital Group Overland Park KS US 19.1 
Digiorgio Capital Management, Inc. Mckeesport PA US 20.1 
Digiovanni Financial Group, LLC 3.6 
Digitalis Ventures, LLC New York NY US 0.0 
Dignari Capital Partners hk Limited Hong Kong HK 0.0 
Dignitas, LLC Chicago IL US 31.8 
Diker Management LLC New York NY US 533.3 
Diligent Advisors d.b.a 0.0 
Diligent Investors, LLC Banning CA US 197.3 
Dillon & Associates Inc Jackson MI US 267.0 
Dillon Capital Management Ambler PA US 29.6 
Dillon Capital, LLC 0.0 
Dillon Financial Planning, Inc. Eagle ID US 0.0 
Dillon Portfolio Management LLC 0.3 
Dimatteo Financial Group Chadds Ford PA US 7.2 
Dime Investment Service Norwich CT US 0.0 
Dimension Capital Management LLC Miami FL US 1810.2 
Dimensional Fund Advisors Limited London UK 160264.2 
Dimensional Fund Advisors LP Austin TX US 506848.1 
Dimeo Schneider & Associates LLC Chicago IL US 9318.5 
Dinosaur Capital Management LLC New York NY US 4.1 
Dinshah, Feroz 0.0 
Dinuzzo Index Advisors, Inc. Beaver PA US 555.0 
Diorite Capital Management, LLC 9.0 
Dioscuri Capital Management LLC 4.3 
Dipsea Capital, LLC Greenbrae CA US 0.0 
Direct Capital Advisors 0.0 
Direct Financial, LLC Bloomfield Hills MI US 0.1 
Direct Lending Investments, LLC La Canada CA US 755.2 
Direct Retirement Solutions Albany NY US 193.8 
Directed Capital Advisors St. Petersburg FL US 213.7 
Directed Service LLC Scottsdale AZ US 36658.2 
Direction Financial Management, LLC Germantown WI US 0.0 
Directional Asset Management, LLC 49.4 
Directional Financial Service Seattle WA US 6.1 
Direwolf Wealth Management, LLC Miami FL US 11.1 
Dirigo Strategic Wealth Management 2.0 
Dis Management Company Miami Beach FL US 0.0 
Discepoli Financial Planning, LLC Cincinnati OH US 0.7 
Discerene Group LP Stamford CT US 270.8 
Disciplina Capital Management, LLC Nashville TN US 21.2 
Discipline Advisors, Inc. Mankato MN US 108.5 
Disciplined Alpha LLC Boston MA US 137.9 
Disciplined Capital Management Syracuse NY US 428.3 
Disciplined Equity Management, Inc. Neptune Beach FL US 157.9 
Disciplined Financial Service, Inc. Brookfield WI US 28.5 
Disciplined Growth Investors Inc Minneapolis MN US 4160.4 
Disciplined Investment Management LLC Deerfield IL US 25.0 
Disciplined Investment Management, LLC 0.0 
Disciplined Investments, LLC Tulsa OK US 258.2 
Disciplined Investors, LLC. Waco TX US 142.8 
Disciplined Money, LLC Phoenix AZ US 10.3 
Disciplined Portfolio Solutions LLC 90.2 
Disciplined Wealth Management, LLC 1.6 
Discovery Capital Management New York NY US 180.6 
Discovery Capital Management, LLC South Norwalk CT US 25502.5 
Discovery Group I, LLC Chicago IL US 276.9 
Discovery Investment Advisors, LLC 5.0 
Discretionary Management Service, LLC Merriam KS US 300.0 
Dise Wealth Management Inc 20.0 
Disera Financial Planning 5.4 
Disruptive Tech Advisers LLC Los Angeles CA US 0.0 
Distribution Consultants, Inc. Portland OR US 17.9 
District Capital Management, LLC Washington DC US 4.1 
Ditzler & Company 56.2 
Divco West Real Estate Service, LLC San Francisco CA US 5038.4 
Divergence Capital Management Cos Cob CT US 7.3 
Divergent Asset Advisors, LLC Atlanta GA US 0.5 
Divergent Planning Bethesda MD US 81.6 
Divergent Venture Management Ii, LLC. Seattle WA US 0.0 
Divergent Venture Management Iii, LLC Seattle WA US 0.0 
Divergent Wealth Advisors, LLC Midvale UT US 0.0 
Diverse Capital Management, LLC New York NY US 118.1 
Diversey Capital, LLC 3.0 
Diversified Asset Management, Inc. Boulder CO US 80.7 
Diversified Capital Corporation. Miami Beach FL US 35.4 
Diversified Capital Group Arroyo Grande CA US 38.0 
Diversified Capital Wealth Management, LLC 4.5 
Diversified Consumer Planning 24.0 
Diversified Consumer Planning LLC 2.0 
Diversified Financial Scotts Valley CA US 37.0 
Diversified Financial Advisors, LLC Town And Country MO US 208.8 
Diversified Financial Advisory Group, Inc. West Des Moines IA US 0.0 
Diversified Financial Consultants, LLC Wilmington DE US 0.0 
Diversified Financial Management Norwell MA US 123.3 
Diversified Financial Management Group, LLC Burbank CA US 0.0 
Diversified Investment Strategies 38.4 
Diversified Management Inc Milwaukee WI US 831.3 
Diversified Management Service, LLC 0.0 
Diversified Partners, Inc. Wilmington DE US 101.6 
Diversified Planning Concepts, Inc. 45.6 
Diversified Portfolios, Inc. Bloomfield Hills MI US 741.7 
Diversified Private Asset Management, Inc. Plainview NY US 0.0 
Diversified Private Wealth Advisors, Inc. Bellmore NY US 287.7 
Diversified Prosperity Wealth Management, LLC 0.0 
Diversified Resources, LLC Warwick RI US 109.5 
Diversified Strategies LLC Saddle Brook NJ US 0.0 
Diversified Wealth Management Solutions, LLC Visalia CA US 12.8 
Divi-vest Advisors Bryn Mawr PA US 31.7 
Dividend Advisors Houston TX US 2.4 
Dividend Assets Capital, LLC Ridgeland SC US 4168.3 
Dividend Growth Strategies, Inc. 41.0 
Dividends & More 16.9 
Dividex Management LLC Westwood MA US 0.0 
Divine Asset Management LLC New York NY US 0.0 
Divisar Capital Management, LLC San Francisco CA US 173.6 
Divorce And Money Matters, LLC 28.0 
Divorce Financial Planning LLC Tampa FL US 0.0 
Divvy Investments LLC 0.0 
Dixon & Company Wealth Management, LLC Winston-salem NC US 17.2 
Dixon Asset Management Usa New York NY US 195.0 
Dixon Financial Service 511.0 
Dixon Hughes Goodman Wealth Advisors LLC Asheville NC US 1334.6 
Dixon, Hubard, Feinour & Brown, Inc. Roanoke VA US 555.4 
Dj Financial Roseburg OR US 2.2 
Dj Hunt Private Client Group 27.2 
Djd Diversified 5.5 
Djg Financial Service, Inc. East Weymouth MA US 29.6 
Djp Capital Advisors LLC Ossining NY US 0.1 
Djp Investment Service, Inc. Salt Lake City Ut 0.0 
Djp Wealth Management, LLC Brooksville FL US 12.4 
Djs Advisers, Inc. Pittsburgh PA US 0.0 
Dkcb Financial Advisors, LLC Rochester NY US 0.0 
Dkr Capital Partners L.P. Greenwich CT US 0.0 
Dl Capital Management, LLC 0.0 
Dlb Wealth Advisors LLC 8.2 
Dld Asset Management, LP New York NY US 113.0 
Dlg Wealth Management LLC Clifton Park NY US 65.0 
Dlj Real Estate Capital Partners, LLC New York NY US 2245.6 
Dlk Investment Management Solana Beach CA US 111.7 
Dls Capital Management, LLC Bannockburn IL US 5.6 
Dlw Financial Management, LLC 5.8 
Dlw Planning Inc. 5.0 
Dm Income Advisors Greenwich CT US 0.0 
Dmc Capital Management Inc Tinley Park Il 0.0 
Dmc Group, LLC Birmingham AL US 82.0 
Dmd Capital, LLC Indianapolis IN US 0.0 
Dme Advisors, LP New York NY US 2031.4 
Dme Capital Management, LP New York NY US 4753.0 
Dmg Capital, LLC 8.6 
Dmkc Advisory Service, LLC Des Moines IA US 260.5 
Dms Oms Dublin 2 IE 0.0 
Dmts Capital Advisors, LLC 0.0 
Dmw Capital Management LLC 0.0 
Dn Capital us, Inc Menlo Park CA US 0.0 
Dns Financial Planners 0.0 
Dnt Financial, LLC Tustin CA US 46.5 
Do, Khoa M 0.0 
Do-mo Capital Management LLC 2.9 
Dobbins Capital Management Taylor MI US 0.5 
Dobbs Wealth Management Group, LLC 2.2 
Doberman Asset Management, LLC 0.0 
Doblones Advisors, LP 0.0 
Dobson Asset Management Petaluma CA US 117.5 
Dock Street Asset Management Inc Scarsdale NY US 381.0 
Dock Street Capital Management LLC Westport CT US 1634.9 
Dockside Wealth Advisors, LLC 31.3 
Docsa Capital Management, Inc. Portage MI US 47.8 
Dodd & Associates 13.7 
Dodds Wealth Management Group Englewood CO US 0.0 
Dodge & Cox San Francisco CA US 259473.5 
Dodge Wealth Management Foxboro MA US 37.0 
Dodie Douglas, Cfp 0.0 
Dodok Wealth And Investment Advisors LLC Dayton OH US 0.0 
Doehrmann Investments LLC 3.1 
Doench Wealth Management, LLC 4.3 
Dogpatch Capital 0.0 
Dogwood Capital Ent LLC 0.4 
Dogwood Capital Management 30.0 
Dogwood Capital, LLC 4.0 
Dogwood Financial Planning Memphis TN US 0.0 
Dogwood Investment Advisors 0.0 
Doheny Asset Management, LLC. Los Angeles CA US 254.6 
Doheny, Edward J. 0.0 
Dolan Capital Advisors, Inc. Charlotte NC US 24.3 
Dolan Capital Group, LLC Needham MA US 0.0 
Dolan Financial Corporation Silver Spring MD US 56.9 
Dolan Mceniry Capital Management LLC Chicago IL US 4897.7 
Dolan Partners LLC Alamo CA US 14.1 
Dolcini Capital Management Bala Cynwyd PA US 0.0 
Doliver Capital Advisors, L.P. Houston TX US 136.5 
Doll Capital Advisors Inc 0.0 
Dollar & Sense Pittsfield MA US 0.0 
Dollinger Management Inc. Salem OR US 17.7 
Dollins Investment Advisors, LLC 13.9 
Dolphin Associates Iii, LLC 0.0 
Dolphin Capital Group, LLC Park City UT US 0.0 
Dolphin Financial Advisors, Inc. 0.0 
Dolphin Financial Group Clearwater FL US 0.5 
Domain Associates, LLC Princeton NJ US 0.0 
Domain Capital Advisors, LLC Atlanta GA US 3912.2 
Domain Timber Advisors, LLC Atlanta GA US 0.0 
Domain, LLC. Spirit Lake IA US 1.2 
Domando Capital Management LP New York NY US 0.0 
Domani Investments LLC Irvine CA US 8.8 
Domani Ventures Redondo Beach CA US 0.0 
Domask Wealth Management, LLC Phoenix AZ US 83.3 
Dome Equities, LLC New York NY US 1121.5 
Domestique Capital LLC 28.3 
Domeyard, LP Boston MA US 0.0 
Dominguez Wealth Management Solutions, Inc. Williamsburg VA US 59.0 
Domini Impact Investments LLC New York NY US 1523.2 
Dominiak Investment Strategies, LLC Scottsdale AZ US 0.0 
Dominick & Parks 16.9 
Dominion Capital Advisory, LLC Glen Allen VA US 0.0 
Dominion Capital Wealth Advisors Norfolk VA US 23.5 
Dominion Fiduciary Service malta Limited St. Julians MT 0.0 
Dominion Financial Consultants, LLC Washington DC US 4.4 
Dominion Portfolio Management, Inc. Horseshoe Bay TX US 29.3 
Dominion Stock Fund, LLC. 0.0 
Dominion Wealth Advisors, LLC 0.0 
Dominion Wealth Management, Inc. Reston VA US 39.5 
Dominus Capital Management, L.P. New York NY US 643.9 
Domus Capital Group, LLC Avila Beach CA US 119.3 
Don A. Slabaugh LLC 18.0 
Don Brown - Investment Advisor, LLC 2.5 
Don Noblit Associates, Inc. 0.0 
Don P Quint & Associates Tulsa OK US 0.0 
Don Scholl & Associates, Inc. 31.6 
Donadio Money Management 0.0 
Donald B. Withers, Cpa 4.1 
Donald Felty, LLC 9.6 
Donald J. Bugdal & Associates 0.0 
Donald J. Puff Camillus NY US 6.1 
Donald L. Newman, Registered Investment Adviser 18.8 
Donald Smith & Co., Inc. New York NY US 4426.7 
Donald Smith, L.P. New York NY US 392.4 
Donald W. Cash & Associates, LLC Red Bank NJ US 0.0 
Donald W. Nicholson & Associates Limited Wilmington DE US 140.8 
Donald W. Traylor 0.4 
Donaldson Capital Management LLC Evansville IN US 1055.6 
Donalies Financial Planning, LLC 12.1 
Donatelli & Coules Financial Advisors, LLC Hinsdale Il 0.0 
Donegal Investment Advisors, Inc. Wellesley MA US 0.0 
Donn E. Potter, Cpa, Pc Hillsboro OR US 0.0 
Donna Star Inc 0.0 
Donnelly Investments Corporation 0.0 
Donnelly Wealth Advisors, Inc. San Diego CA US 325.2 
Dopkins Wealth Management, LLC Williamsville NY US 460.8 
Dorato Capital Management, LLC 24.5 
Dorazio & Associates, Inc. Falls Church VA US 811.6 
Dorchester Advisors LLC Millburn NJ US 16.6 
Dorchester Advisors, LLC Brisbane, Queensland AU 0.0 
Dorchester Capital Advisors, LLC Los Angeles CA US 203.0 
Dorchester Private Equity Management, LLC Los Angeles CA US 580.0 
Dorchester Wealth Management Company Montreal, H3b 4n4 CA 596.4 
Dorfman Value Investments LLC Newton Upper Falls MA US 47.8 
Dorian Eason Asset Management, LLC Memphis TN US 273.8 
Doric Capital Corporation Hong Kong Sar CN 0.0 
Dorison Investment Advisors LLC 0.6 
Dorman Financial Management, P.a. Maitland FL US 118.5 
Dorman Skorheim Wealth Management LLC Laguna Niguel CA US 21.2 
Dorn & Co., Inc. Fergus Falls MN US 0.0 
Dorn Financial San Diego CA US 0.0 
Dornbusch Asset Management 3.8 
Dorothy J. Cole 37.9 
Dorsal Capital Management, LLC Redwood City CA US 2548.9 
Dorset Asset Management LLC. 12.9 
Dorsey & Company Inc. New Orleans LA US 426.9 
Dorsey Asset Management Chicago IL US 222.8 
Dorsey Capital Management Lincoln CA US 19.8 
Dorsey Wealth Management, LLC Torrance CA US 0.0 
Dorsey, Wright & Associates, LLC Richmond VA US 212.6 
Doster Financial Planning 0.0 
Doty Equity Advisors, Inc. 19.6 
Double Bay Management & Planning San Francisco CA US 320.5 
Double Diamond Investment Group, LLC Parsippany NJ US 35.0 
Double Digit Capital, LLC Arden Hills MN US 0.0 
Double Eagle Capital Management LP Westlake TX US 210.8 
Double Eagle Capital Management, LLC 23.2 
Double Eagle Financial Santa Rosa CA US 0.0 
Double Eagle Partners, LLC Newport Beach CA US 26.7 
Double Haven Capital hong Kong Limited Hong Kong HK 830.2 
Double Time Capital Management, LP Charlotte NC US 0.0 
Doubleblue Capital Management L.P. New York NY US 0.0 
Doubleline Alternatives LP Glendale CA US 23.8 
Doubleline Capital LP Los Angeles CA US 106202.8 
Doubleline Equity LP Los Angeles CA US 11.6 
Doucet Asset Management, LLC Birmingham AL US 82.0 
Doug Davis 0.0 
Doug Mottet Ent, Inc. 13.2 
Dougherty & Associates Financial Advisors, Inc. Buffalo MN US 108.2 
Dougherty & Associates, LLC Spring Hill FL US 28.7 
Dougherty & Company LLC Minneapolis MN US 101.7 
Dougherty Wealth Advisers LLC Minneapolis MN US 0.0 
Dougherty Wealth Management Dallas TX US 0.0 
Doughty Hanson & Co Managers Limited London UK 0.0 
Douglas A. Mcclennen Ia 38.0 
Douglas Anderson, Iii Houston TX US 0.0 
Douglas Brian Neyland 6.0 
Douglas C. Lane & Associates New York NY US 4389.2 
Douglas Capital Management Inc Jacksonville FL US 232.7 
Douglas Capital Management, LLC 38.3 
Douglas Capital Strategies, Inc. Encinitas CA US 0.0 
Douglas E. Macrae Sacramento CA US 5.3 
Douglas J. Crafts Financial Service 0.0 
Douglas J. Lyons Financial Group Inc. Red Bank NJ US 11.7 
Douglas W. Jones Associates Financial & Insurance Service, Inc. Lake Forest CA US 0.0 
Douglas William Degain 0.0 
Douglas/konrady & Associates, Inc. Sarasota FL US 21.2 
Douglasbagwell & Co. Springfield MO US 30.3 
Douglasbradley LLC 20.5 
Douglass Financial Group Greenwood Village CO US 15.8 
Douglass Winthrop Advisors LLC New York NY US 1662.4 
Dovedale Investments, LLC 3.6 
Dover Investment Advisory Corporation Westwood MA US 69.2 
Dover Partners Inc Dayton OH US 301.9 
Dow Capital Management, LLC Kennett Square PA US 3.6 
Dow Rockwell Retirement Partners San Rafael CA US 2.7 
Dowd Financial Planning 2.8 
Dowling & Yahnke, LLC San Diego CA US 3566.5 
Dowling Capital Partners Farmington CT US 0.0 
Downey Capital Management, Inc. Boston MA US 58.4 
Downing Street Wealth Management LLC Greenwood Village CO US 30.0 
Downtown Associates, LLC. Kennett Square PA US 34.0 
Downtown Investment Advisory White Plains NY US 46.8 
Doxa Advisors LLC North Oaks MN US 50.1 
Doxa Capital Partners, LLC Arlington VA US 9.6 
Doyle Asset Management, LLC 4.2 
Doyle Fund Management, LLC New York NY US 294.4 
Doyle Investment Management 4.8 
Doyle Wealth Management, Inc. St. Petersburg FL US 713.8 
Doza Investments, LLC Naples FL US 3.0 
Dp Asset Management, LLC Los Angeles CA US 0.0 
Dp Capital Management Inc. 18.5 
Dpc Financial Planning 0.0 
Dpcm 12.3 
Dpe Deutsche Private Equity Gesellschaft Mbh Munich DE 0.0 
Dph Advisors, LLC 0.0 
Dph Financial Pearland TX US 0.0 
Dpi Management Limited Ebene MU 0.0 
Dpl Retirement Advisors, LLC. 44.6 
Dpm Wealth Management, Inc. 7.0 
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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