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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Jm Advisors, LLC Albany NY US 71.7 
Jm Burgess Corporation. Richmond VA US 13.9 
Jm Financial Investment Managers Limited Mumbai In 0.0 
Jm Financial Investment Managers Limited Mumbai IN 0.0 
Jm Financial Overseas Holdings Private Limited Ebene MU 0.0 
Jm Financial Overseas Holdings Private Limited Ebene MU 0.0 
Jm Lotshaw Consulting 0.0 
Jma Financial Advisors, Inc. Irving TX US 69.6 
Jmac Financial Planning & Investment Service Pllc Houston TX US 0.0 
Jmb Financial Managers, Inc. Irvine CA US 0.0 
Jmc Asset Management LLC New York NY US 30.8 
Jmc Management, LLC Boston MA US 410.0 
Jmc Wealth Management, Inc. Chicago IL US 0.0 
Jmf Capstone Wealth Management Tuscaloosa AL US 114.7 
Jmf Financial Planning 0.0 
Jmg Financial Group Limited Downers Grove IL US 2087.8 
Jmg Financial Group Limited Downers Grove IL US 2087.8 
Jmg Securities, LLC New York NY US 0.0 
Jmh Capital LLC Boston MA US 0.0 
Jmh Wealth Management, LLC Hanover NH US 61.5 
Jmi Management, Inc. Baltimore MD US 2253.7 
Jml Capital LLC St. Louis MO US 0.0 
Jmm Financial, LLC 11.5 
Jmn Investment Management LLC 21.7 
Jmo Financial Carlsbad CA US 0.0 
Jmp Credit Advisors LLC Alpharetta GA US 823.8 
Jmp Squared LLC 0.0 
Jmr Capital Management Inc San Francisco CA US 35.0 
Jms Capital Group Wealth Service, LLC Pittsburgh PA US 100.5 
Jmw Asset Advisors, LLC Naples FL US 0.0 
Jnba Financial Advisors Inc Bloomington MN US 763.5 
Jnba Financial Advisors Inc Bloomington MN US 763.5 
Jobs Peak Advisors 35900.0 
Jocelyn Investment Management, LLC San Rafael CA US 246.8 
Jody Paviglionite, Cpa Registered Investment Advisor Branford CT US 15.6 
Joe Carter Beeville TX US 7.8 
Joe T. Lamb, Investment Advisor 10.2 
Joel Isaacson & Co., LLC New York NY US 3286.4 
Joel R. Mogy Investment Counsel Inc. Beverly Hills CA US 844.5 
Joel Smith & Associates, LLC Atlanta GA US 5.8 
Joerger Financial Management, Inc. Los Altos CA US 5.7 
Jog Capital Corporation. Calgary, Alberta CA 0.0 
Johannsen & Associates, Inc. Santa Barbara CA US 22.1 
Johansen Investment Advisory Service 0.0 
Johanson Financial Advisors, Inc. Campbell CA US 195.5 
Johcm usa Inc Boston MA US 1002.0 
John A. Bysko Associates Old Lyme CT US 135.4 
John A. Poole-financial Advisor Hermitage TN US 0.0 
John A. Wolfe & Associates, Inc. Portage MI US 443.9 
John Alex Cheplick 0.0 
John Andrew Gaines Laguna Niguel CA US 0.0 
John Bowen Investment Management Coronado CA US 20.5 
John Boyer, Inc. Tampa FL US 63.4 
John C. Farrell, Cfpr, Chfc Delaware OH US 7.0 
John C. Foti, Dba Experient Portfolio Management 17.5 
John C. Gower, Cfp, Ea St. Louis MO US 19.2 
John C. Saunders, C.p.a., P.c. Rochester NY US 3.8 
John C. Tumazos 0.0 
John Chesbrough Bellingham WA US 1.7 
John D. Dovich & Associates, LLC Cincinnati OH US 394.0 
John D. Dovich & Associates, LLC Cincinnati OH US 394.0 
John Dessauer Investments, Inc. 54.1 
John E Doskoch, Cfp 0.0 
John E. Locke Financial Service,Inc. 5.1 
John E. Sestina And Company Columbus OH US 537.8 
John Essigman Wealth Advisors, LLC Cleveland GA US 9.5 
John F Suby Wealth Management LLC Madison WI US 315.1 
John F White Cpa, Pc Plano TX US 13.1 
John F. Mcgovern North Arlington NJ US 30.1 
John Friedman Financial San Francisco CA US 0.0 
John G Berger Registered Investment Advisor 25.0 
John G. Baker, Cfp Chesterfield MO US 5.4 
John G. Ullman & Associates, Inc Corning NY US 1005.0 
John H Taylor, LLC 10.0 
John H. Becker Los Gatos CA US 0.0 
John H. Liles, Cfp 29.8 
John Hancock Advisers, LLC Boston MA US 137922.4 
John Hancock Investment Management Service, LLC Boston MA US 58431.9 
John Hancock Personal Financial Service, LLC Boston MA US 797.8 
John Hsu Capital Group, Inc. New York NY US 110.1 
John J. Loughlin, Investment Advisor 2.7 
John Joseph Girlando 0.0 
John Kavanagh Consulting, LLC 4.8 
John L. Gunn & Associates, LLC 53.0 
John Levy, Cpa Walnut Creek CA US 0.0 
John M. Leonard, LLC Douglas MI US 17.6 
John M. Pentz, LLC 12.4 
John Masters, Cpa, Pc Atlanta GA US 2.2 
John Mcandrew Financial Advisors LLC 16.3 
John Moore & Associates Inc Albuquerque NM US 294.7 
John N. Carmody D.d.s. Cfp, Inc. 30.4 
John Navin Navidomskis Iv 2.8 
John P. Dubots Capital Management, LLC Temecula CA US 0.0 
John P. Tapsak Financial Advisory Bloomington MN US 5.0 
John R. Fiesta, LLC 10.1 
John Raymond Levins Dba Levins & Associates 0.0 
John Schooler Jones LLC 18.1 
John Shao Portfolio Management, Inc. 76.0 
John T. Mccarthy, LLC Spokane WA US 74.5 
John Tumazos Advisory And Compensated Research, LLC Holmdel NJ US 0.0 
John W. Bristol & Co., Inc. New York NY US 4048.8 
John W. Brooker & Co., Cpas,pc Oakland CA US 354.0 
John W. Rosenthal Capital Management, Inc. Mishawaka IN US 0.0 
John Wessler & Associates Waco TX US 0.0 
Johnson & Shute Investment Advisors, Inc. Bellevue WA US 78.6 
Johnson & White Wealth Management LLC York PA US 157.6 
Johnson Brunetti Wethersfield CT US 314.6 
Johnson Capital Management Seal Rock OR US 3.6 
Johnson Capital Management, LLC 11.0 
Johnson Custom Strategies Inc Greenwich CT US 35.8 
Johnson Financial Advisors Tempe AZ US 40.1 
Johnson Financial Group LLC Denver CO US 672.0 
Johnson Investment Counsel, Inc. Cincinnati OH US 9109.8 
Johnson Investment Partners, LLC 25.2 
Johnson Lyman Wealth Advisors Los Altos CA US 183.5 
Johnson Martin Advisors, Inc. 618.3 
Johnson Private Wealth Management, LLC 16.2 
Johnson Sterling, Inc. Birmingham AL US 1715.6 
Johnson Stivender Wealth Advisors, Inc. Sebring FL US 0.0 
Johnson Wealth Management, LLC Grand Forks ND US 112.6 
Johnson, Jason L. 38.9 
Johnson, Jeffrey Scott Arroyo Grande CA US 4.0 
Johnson, Marshall, Lee 0.0 
Johnston & Associates Inc Glendale CO US 273.0 
Johnston Asset Management LLC Stamford CT US 4490.0 
Johnston Investment Advisory Service, LLC 2.0 
Johnston Investment Counsel, Limited. Peoria IL US 37.5 
Johnstone Financial Advisors Lake Oswego OR US 0.0 
Joiner Financial, LLC El Dorado Hills CA US 18.0 
Jolley Asset Management, LLC Rocky Mount NC US 230.0 
Jolliffe Capital, Inc. Westminster CO US 143.5 
Jon A Nixon Cpa Pc 0.0 
Jon Bos Financial Advisor 23.0 
Jon C. Goodman Ria, LLC Ennis MT US 8.0 
Jon Eisen, Cfp 2.3 
Jonas Brittain Glenn Inc. Spartanburg SC US 76.3 
Jonathan A. Conte, Attorney At Law Loveland OH US 0.0 
Jonathan D. Pond, LLC Newton MA US 261.0 
Jonathan P.lundmark, Cpa,cfp Tyler TX US 1.6 
Jonathan Smith & Co. Greensboro NC US 43.7 
Jonaz Capital Management Inc 17.5 
Jones & Associates Premier Financial Solutions Medford OR US 0.0 
Jones & Co Wealth Management, Inc 0.0 
Jones & Maresca, LLC Largo MD US 0.0 
Jones Capital Advisors, LLC 7.0 
Jones Consulting Group San Francisco CA US 0.0 
Jones Financial Consulting, LLC 0.0 
Jones Gregg Financial LLC Charlotte NC US 41.9 
Jones Strategic Financial Planning LLC 0.0 
Jones Wealth Advisors, LLC Pasadena CA US 70.8 
Jones Wealth Management, LLC Chattanooga TN US 0.5 
Jordahl & Sliter Wealth Management Group, LLC Kalispell MT US 48.1 
Jordan Advisor Group 0.0 
Jordan Capital Am, LLC Columbus GA US 0.0 
Jordan Financial Life Planning Kenosha WI US 53.9 
Jordan Financial LLC 23.2 
Jordan Financial Strategies 81.4 
Jordan Tempchin & Associates, Pc Silver Spring MD US 0.0 
Joselit Asset Management Deerfield IL US 20.1 
Joseph A. Barbetta 9.8 
Joseph Anthony 0.0 
Joseph C. Kelly & Associates, Inc. 5.2 
Joseph C. Longo, Attorney At Law Beverly Hills CA US 1.7 
Joseph Financial Investment Advisors LLC San Diego CA US 0.0 
Joseph Grace Holdings, Inc. New York NY US 0.0 
Joseph Gunnar & Co., LLC New York NY US 5.2 
Joseph I. Rosenberg, Cfa, LLC 0.0 
Joseph Jekyll Advisers, LLC 6.9 
Joseph John Hasson Jr 97.3 
Joseph M. Larsen, C.p.a., P.c. Provo UT US 0.9 
Joseph Mangone Cpa 0.0 
Joseph P. Kirlin Iii & Associates 0.0 
Joseph P. Lucia & Associates, LLC Yorktown Heights NY US 101.1 
Joseph Seep & Associates, LLC Tempe AZ US 5.3 
Joseph Stone Wealth Management LLC Mineola NY US 0.0 
Joseph Vu & Company, Inc. Garden Grove CA US 1.8 
Joseph Wright Investments Tucson AZ US 13.0 
Josephson, Philip Miami FL US 0.0 
Josey Investments Inc. 0.0 
Josh Arnold Investment Consultant, LLC Edina MN US 30.6 
Joshua Investments Of Brevard Inc 0.8 
Joss Financial Group Williamsburg VA US 37.1 
Jotkoff Financial Service, Inc. W Melbourne FL US 14.8 
Journey Financial Group, Inc. Buffalo Grove IL US 131.0 
Journey Financial Management, LLC 6.5 
Journey Financial Planners, LLC Concord MA US 9.4 
Journey Investments, LLC 0.0 
Journey Tree Financial Planning & Investments Eugene OR US 45.8 
Journey Wealth Management Advisors, LLC Manteca CA US 0.0 
Jovan, Limited. Ashland OH US 0.0 
Jovetree Capital LLC 4.2 
Joy Capital Grand Cayman KY 0.0 
Joycepayne Partners, P.c. Richmond VA US 612.5 
Joyn Advisors, Inc. Atlanta GA US 1254.6 
Jp Capital Partners, LLC Los Angeles CA US 0.0 
Jp Wealth Management, Inc. Mt. Pleasant SC US 173.3 
Jpb Partners Columbia MD US 0.0 
Jpd Capital Management, Inc. Greenbrae CA US 3.2 
Jpg Wealth Management, LLC Atlanta GA US 2.0 
Jpgco LLC San Francisco CA US 0.0 
Jph Advisory Group, Inc. Atlanta GA US 146.2 
Jpl Asset Management And Planning, LLC Wilmington DE US 37.3 
Jpm Financial Advisors Inc 0.0 
Jpmorgan Alternative Asset Management New York NY US 12980.2 
Jpmorgan Asset Management Real Assets (singapore) Pte Limited Singapore SG 0.0 
Jpmorgan Partners New York NY US 251.6 
Jps Financial, LLC Westlake OH US 151.6 
Jps Global Investments, LLC 10.8 
Jqr Capital Management, LLC Granby CT US 2.3 
Jr Mesenburg And Associates, LLC Columbus OH US 81.0 
Jr Snell Capital Management, LLC 15.6 
Jrc, LLC 0.0 
Jrf Asset Advisors, LLC. Garden City NY US 104.5 
Jrl Capital Advisors LLC Newport Beach CA US 114.0 
Jrm Capital Management Inc. 0.0 
Jrm Investment Counsel. 428.9 
Jrp Capital Corporation Dublin OH US 55.5 
Jrs Investments And Wealth Preservation, LLC 3.6 
Jrv Wealth Management Group, LLC Philadelphia PA US 1.0 
Jrw Associates, LLC Brooklyn NY US 0.0 
Jrw Capital, LLC Hoboken NJ US 0.0 
Js Advisors, LLC Farmington Hills MI US 0.0 
Js Alan, LLC Beverly Hills CA US 17.0 
Js Financial Capital Management Oak Brook Il 0.0 
Js Financial LLC 0.0 
Js Strategic Advisors, LLC 0.0 
Js Venture Management, LLC Palo Alto CA US 0.0 
Js Wealth Investment Group 3.8 
Jsb Capital Management, LLC Del Mar CA US 18.7 
Jsc Advisors, LLC 17.6 
Jsf Financial, LLC Los Angeles CA US 424.8 
Jsh Advisory, LLC 7.8 
Jsi Capital Advisors, LLC Manchester NH US 0.0 
Jsk Associates Inc. White Plains NY US 51.3 
Jsk Capital Advisors, LLC Waltham MA US 20.0 
Jsk Financial Service, LLC Annapolis MD US 74.1 
Jst Investment Consulting 7.0 
Jt Stratford, LLC Gainesville GA US 250.3 
Jtd Financial Service, LLC Manchester NH US 14.3 
Jtm Wealth Management, Inc. Windham NY US 13.3 
Jts Fund Advisors, LLC Waco TX US 0.0 
Jubilee Capital Management Corporation 0.9 
Judge Brian Joseph 1.3 
Judson Investments LLC Stamford CT US 3.0 
Judy Shonborn, Cpa, Cfp 0.0 
Juetten Personal Financial Planning, LLC 0.0 
Juggernaut Management, LLC Chevy Chase MD US 874.5 
Julex Capital Management Boston MA US 375.4 
Julius Arthur Seibert & Company, LLC Cincinnati OH US 35.0 
Jumar Management, LLC Windermere FL US 0.0 
Jump Capital Chicago IL US 0.0 
Juna Equity Partners, LP New York NY US 379.0 
Juncture Financial Group, LLC Carrollton TX US 0.0 
Juncture Wealth Strategies, LLC Scottsdale AZ US 172.8 
Juneau Investments, LLC Juneau AK US 0.5 
Jung Financial Planning,Limited. Granville OH US 6.2 
Jungle Ventures Pte Limited Singapore SG 0.0 
Juniper Capital Advisors, L.P. Houston TX US 508.5 
Juniper Capital Advisors, L.P. Houston TX US 508.5 
Juniper Capital Management LLC 2.6 
Juniper Investment Company New York NY US 0.0 
Juniper Retirement Planning, LLC Federal Way WA US 0.0 
Juniper Tree Investments LLC 14.0 
Junkin & Company, Inc. 0.0 
Juno Capital Management LLC 1.0 
Juno Investment Partners Wassenaar NL 0.0 
Junto Capital Management LP New York NY US 2011.0 
Junto Capital Management LP New York NY US 2011.0 
Jura Investments, LLC King Of Prussia PA US 2.6 
Jurika, Mills & Keifer, LLC San Francisco CA US 88.0 
Juris Investment Advisors, Inc. 7.3 
Jurkiewicz, Christopher New York NY US 10.3 
Just Advisors Incline Village NV US 2.2 
Just Financial Planning, Inc. Salem VA US 24.1 
Just Plans, Etc Walnut Creek CA US 64.9 
Justice Financial Advising, Inc. Bisbee AZ US 17.0 
Justin C. Tolton Los Angeles CA US 18.0 
Jutland Capital Management Limited Vancouver US 4.5 
Jvl Advisors, LLC. Houston TX US 1225.8 
Jvl Associates, LLC Wyoming MI US 153.4 
Jvm Capital LLC. Oak Brook IL US 550.4 
Jvp Jerusalem IL 0.0 
Jw Asset Management, LLC New York NY US 682.7 
Jw Financial Advisors, LLC 5.7 
Jw Harrison Financial, Inc. Walnut Creek CA US 50.0 
Jw Hecht Wealth Management LLC Phoenix AZ US 0.9 
Jw Thompson Investments LLC Providence RI US 18.5 
Jwc Management, L.P. Waltham MA US 732.9 
Jwd Financial, LLC 6.2 
Jwg Wealth Management, LLC Sarasota FL US 6.7 
Jwk Financial Group Rockville MD US 3.2 
Jwkodak Capital Management, LLC Austin TX US 46.3 
Jwm Wealth Management, LLC 3.1 
Jwt Investment & Tax Consultant Sagamore Beach MA US 24.9 
Jz Partners, LLC New York NY US 1778.5 
           
 
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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