Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
1914 Advisors West Conshohocken PA US 274.3 
300 North Capital, LLC Pasadena CA US 521.2 
401(K)aydan Group, Inc. Fenton MI US 31.7 
401k Direct Advisory Campbell CA US 0.0 
10-15 Associates Goshen NY US 237.3 
21st Century Financial Services Buffalo MO US 0.9 
5 Point Financial Group, Inc Kirkland WA US 0.0 
7 Septem Investments 15.0 
401(K) Group Costa Mesa CA US 55.0 
401k Alliance Fullerton CA US 0.0 
3. Ingenuity Roseville CA US 1.2 
15 Advisor 0.0 
401k Financial Advisor, LLC 0.0 
21th Century Advisors Inc Delray Beach FL US 54.2 
40/86 Advisors, Inc. Carmel IN US 19318.6 
3M Investment Management Corp St Paul MN US 15948.2 
033 Asset Management LLC Waltham MA US 14.1 
1st Global Advisors Inc Dallas TX US 2678.3 
1st Source Corporation Investment Advisors, Inc. South Bend IN US 2047.8 
2nd Market Capital Advisory Corp. Madison WI US 9.6 
5T Wealth Management, LLC Napa CA US 101.8 
401(K) Solutions, Inc. Minneapolis MN US 0.0 
401(K) Investment Advisors Austin TX US 0.0 
1620 Investment Advisors, Inc. Plymouth MA US 57.4 
21st Century Equity Advisors Corporation Columbus OH US 11.6 
2444 Investment Services, LLC Manasquan NJ US 0.0 
4lb Investments, LLC 5.0 
401(K) Advisors, Inc. Aliso Viejo CA US 0.0 
21st Century Advisors, Ltd 0.0 
21st Century Wealth Management LLC York PA US 81.8 
510 Financial, Inc. Encino CA US 0.0 
320 Corporation Providence RI US 37.9 
21st Century Capital Management, Inc. Albany NY US 0.0 
191 Godwin Associates, Inc. D/B/A Godwin Capital Management Wychoff NJ US 6.9 
123 College Advisors, Ltd. New York NY US 0.0 
401 Advisor, LLC Centerville OH US 24.1 
401k Power, LLC Chesapeake VA US 10.4 
1st Advantage Investing, LLC Atlanta GA US 0.8 
101 Business, LLC 0.0 
1st Financial Services, LLC Denver CO US 82.7 
1st Worldwide Advisors, LLC. Lavallette NJ US 25.5 
1-800-401k Plan.com, LLC Pennington NJ US 0.0 
1st Portfolio, Inc. Vienna VA US 18.4 
1st Securities Management, Inc Bad Axe MI US 1.9 
401k Fiduciary Services Mission Viejo CA US 0.0 
401kid, Inc. New York NY US 0.0 
6800 Capital, L.L.C. Princeton NJ US 243.6 
2100 Capital Boston MA US 55.0 
1693 Asset Management, LLC 1.9 
1861 Capital Management LLC New York NY US 86.2 
3D Asset Management, Inc. East Hartford CT US 161.3 
5th Street Advisors, LLC Stamford CT US 36.4 
10k Capital LLC 1.1 
1926 Investment Advisors St. Louis MO US 40.5 
8808 Corporation Key Biscayne FL US 9.0 
1st Advantage Financial Advisers, LLC Lombard IL US 0.0 
2020 Financial Consultants, Inc Coral Gables FL US 0.0 
47 Degrees North Capital Management Ltd Pfaeffikon CH 152.9 
12th Avenue Management, L.P. New York NY US 147.1 
93 Financial Group, LLC Woburn MA US 5.8 
1607 Capital Partners, LLC Glen Allen VA US 957.0 
12 Meter Management, LP Greenwich CT US 30.0 
5151 Advisors, LLC Houston TX US 93.1 
10 Star Asset Management Carlsbad CA US 10.0 
4 Diamond Capital Management Ltd Dublin OH US 0.2 
4 Retirement Salt Lake City UT US 0.0 
8 Retirement 0.0 
20 Financial Concord NH US 0.0 
1st Financial Planning Group, Inc. 0.0 
3 Advisor 0.0 
12 Squared Associates, LLC 8.0 
19 Ria 0.0 
1st Beach Wealth Management LLC Indian Shores Beach FL US 0.3 
620 Associates LLC New York NY US 28.1 
1st Discount Brokerage, Inc. West Palm Beach FL US 112.8 
1717 Capital Management Company Newark DE US 224.2 
           
 
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 $25 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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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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