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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Iog Capital, LP Dallas TX US 550.0 
Ion Asset Management Limited. Herzliya IL 0.0 
Ionic Capital Management LLC New York NY US 5819.3 
Ipc Private Wealth Partners, LLC Boca Raton FL US 0.0 
Ipex, Inc. Plymouth MI US 1270.3 
Ipg Investment Advisors, LLC San Diego CA US 938.9 
Ipg Investment Management, LLC New York NY US 0.0 
Ipi Data Center Partners Management, LLC San Francisco CA US 302.5 
Ipi Wealth Management, Inc. Decatur IL US 994.6 
Ipic, Inc. Keene NH US 18.2 
Ipm Informed Portfolio Management AB Stockholm Sw 3215.0 
Ips Advisors Dallas TX US 0.0 
Ipswich Investment Management Company, Inc Ipswich MA US 344.6 
Ipv Shanghai CN 0.0 
Iq Trends Private Client Asset Management Carlsbad CA US 47.7 
Iq Wealth Management Scottsdale AZ US 4.3 
Iqtick Advisors Santa Cruz CA US 4.0 
Iquantifi Franklin TN US 0.0 
Ira B. Marshall Reg. Inv. Adv. ria Bus. Fin. And Ins. Planning 0.0 
Ira Group, Inc. Atlanta GA US 162.2 
Ira Solutions, Inc. San Diego CA US 0.0 
Ira Wealth Management El Segundo CA US 0.0 
Ire cayman Limited Grand Cayman KY 0.0 
Irene Mack, Cpa, A Professional Corporation Costa Mesa CA US 0.0 
Iri Investment Advisors, LLC Aliso Viejo CA US 70.0 
Iridian Asset Management LLC Westport CT US 16528.6 
Iris Advisors New York NY US 8.9 
Irish Life Investment Managers Limited Dublin IE 55945.2 
Iron Capital Advisors Inc. Atlanta GA US 3733.0 
Iron Compass LLC Darien CT US 0.0 
Iron Eye Strategies, LLC 0.7 
Iron Financial LLC Northbrook IL US 2266.3 
Iron Gate Global Advisors Salt Lake City UT USA 111.3 
Iron Gate Wealth Advisors, LLC Poland OH US 35.0 
Iron Horse Wealth Management, LLC Johnston IA US 107.9 
Iron Lion Capital 0.0 
Iron Mountain Financial, Inc. 1.2 
Iron Oak Capital Management El Paso TX US 3.5 
Iron Point Partners, LLC Washington DC US 2292.0 
Iron Valley Wealth Management, LLC Chester Springs PA US 23.7 
Ironbark California, LLC 14.1 
Ironbear Wealth Management 97.1 
Ironbridge Capital Management Pty Limited Sydney AU 0.0 
Ironbridge Capital Management, LP Oakbrook Terrace IL US 3231.0 
Ironbridge Equity Partners Management Limited Toronto CA 0.0 
Ironbridge Private Wealth, LLC 0.0 
Ironbrook Financial Peoria IL US 0.4 
Ironclad Investments LLC Celebration FL US 291.3 
Irongate Financial Service, Inc. Englewood CO US 0.0 
Irongate International, LLC. Moline IL US 203.3 
Ironhorse Capital LLC Nashville TN US 54.0 
Ironman Capital Management, LLC Houston TX US 25.7 
Ironridge Wealth Management, LLC Atlanta GA US 111.8 
Ironshield Capital Management LLP London UK 0.0 
Ironsides Asset Advisors, LLC Rocky Mount NC US 490.8 
Ironsides Partners LLC Boston MA US 316.9 
Irontree Wealth Management Kankakee IL US 1.4 
Ironview Capital Management, LLC Blue Bell PA USA 547.1 
Ironvine Capital Partners, LLC Omaha NE US 282.9 
Ironwood Asset Advisors, Inc. Fort Lauderdale FL US 0.0 
Ironwood Capital Advisors Iii LLC Avon CT US 469.1 
Ironwood Capital Management Corporation San Francisco CA US 3016.1 
Ironwood Capital Management, LLC 11.0 
Ironwood Financial, LLC Tucson AZ US 135.0 
Ironwood Investment Counsel, LLC Phoenix AZ US 1014.8 
Ironwood Investment Management, LLC Boston MA US 261.0 
Ironwood Partners Management, L.P. New York NY US 0.0 
Ironwood Wealth Advisors, LLC Scottsdale AZ US 48.8 
Ironwood Wealth Management Hurricane WV US 122.8 
Ironwood Wealth Management LLC 3.5 
Ironwood Wealth Management, LLC Phoenix AZ US 198.7 
Iroquois Capital Management, LLC New York NY US 0.0 
Irus Advisory Corporation Philadelphia PA US 0.0 
Irvine Wealth Planning Strategies, LLC Corning NY US 21.0 
Irving Advisory Group, LLC San Marcos CA US 12.1 
Irving Magee Investment Management, LLC Conshohocken PA US 209.4 
Irving Place Capital Management, L.P. New York NY US 2110.7 
Irving Planning & Investments, Limited. Lakewood CO US 54.8 
Irvington Capital LLC Portland OR US 0.0 
Isaac Mayanja Redmond WA US 0.0 
Isadore Private Wealth, LLC Traverse City MI US 10.1 
Isakov Planning Group Inc. Brooklyn NY US 3.8 
Isc Advisors, Inc. Dallas TX US 701.9 
Isc Financial Advisors Albert Lea MN USA 602.9 
Isectors, LLC Appleton WI US 5.8 
Isf Management New York City NY US 101.0 
Isgrig Capital Asset Management, LLC 0.0 
Isherpa Capital LLC Greenwood Village CO US 0.0 
Isi Financial Group Inc Lancaster PA US 335.0 
Islamorada Investment Management, LLP 22.6 
Island Capital Funds Westwood MA US 0.0 
Island Light Capital 4.2 
Ispartners Investment Solutions AG Zurich CZ 222.5 
Israel Cleantech Ventures Tel-aviv IL 0.0 
Israel Investment Advisors, LLC Denver CO US 4.2 
Israels Ferguson Asset Advisors LLC 13.6 
Isthmus Partners, LLC Madison WI US 474.7 
Isto Advisors, LLC Lake Forest IL US 249.8 
Itasca Wealth Management, LLC 8.5 
Itau Usa Asset Management New York NY US 1662.7 
Itb Capital Advisors, LLC Lakeland FL US 3.9 
Ite Management L.P. New York NY US 271.7 
Ithaka Financial Planning, LLC 10.5 
Iti Financial Management Springfield MO US 70.0 
Itrust Asset Management, LLC Lexington KY US 82.2 
Its Asset Management, L.P. Washington PA USA 196.8 
Its Not Just Money, Inc. Colorado Springs CO US 0.0 
Iur Capital, LLC London UK 5.4 
Iv Lions LLC 6.0 
Ivaldi Capital LLP London UK 0.0 
Ivan Capital Management, Inc. 6.7 
Ivesta, LLC Alpharetta GA US 0.0 
Ivi Or Intrinsic Value Investors London UK 1555.5 
Ivm Management, LLC Menlo Park CA US 0.0 
Ivory Global Capital Group Fresno CA US 18.8 
Ivory Investment Management, LLC Los Angeles CA US 5573.9 
Ivory Wealth Management Inc. 0.5 
Ivp Advisory Co. Limited 0.0 
Ivp GP, LLC Ewing NJ US 0.0 
Ivway Corporation 0.0 
Ivy 0.0 
Ivy Advisors, LLC 12.5 
Ivy Equities Ii, LLC Greenwich CT US 372.6 
Ivy Hill Asset Management, L.P. New York NY USA 3520.5 
Ivy Investments Overland Park KS US 44683.4 
Ivy League Financial Advisors LLC Rockville MD US 108.6 
Ivy M. Davis, Cpa, Pllc 0.0 
Ivy Ridge Asset Management, LLC Rhinebeck NY US 7.0 
Ivy Wealth Management, Inc. Warwick RI US 51.7 
Ivyrock Asset Management hk Limited Hong Kong HK 0.0 
Iwc Asset Management LLC Pleasanton CA US 0.0 
Iwd Capital Management, LLC 1.9 
Iwp Wealth - Private Client Advisors Denver CO USA 166.0 
Iwp Wealth Management LLC Denver CO US 1480.7 
           
 
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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