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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
BD Ericksmoen 0.0 
BD Financial Services, Inc. 3.5 
Bda Financial Advisory Services, Ltd. Dallas TX US 5.1 
Bdc Advisory, LLC Memphis TN US 12.6 
Bdc Financial Advisors, LLC 0.0 
Bdg Wealth Management, LLC Westerville OH US 35.0 
Bdk Financial LLC Novi MI US 0.2 
Bdk Financial Services, Inc. 10.9 
Bdm Investments, Inc. Kennesaw GA US 0.6 
Bdmp Wealth Management Portland ME US 0.0 
Bdr Associates, LLC Rockville MD US 0.0 
Bdr Research Group LLC New York NY US 0.0 
Bds Financial Service Corporation Solon OH US 0.0 
Bdt Invest London EN 450.0 
Beach Financial Advisory Service Virginia Beach VA US 36.0 
Beach Horizon LLP London UK 153.0 
Beach Investment Counsel, Inc West Conshohocken PA US 667.2 
Beach Investment Management LLC. Conshohocken PA US 36.2 
Beachside Advisors, Inc. 0.0 
Beacon Advisors, Inc. 5.0 
Beacon Alternative Strategies LLC Portland OR US 4.0 
Beacon Asset Management Owensboro KY US 8.4 
Beacon Asset Management, LLC Southfield MI US 346.9 
Beacon Bay Asset Management LLC Dallas TX US 18.0 
Beacon Capital Management Wichita KS US 19.0 
Beacon Capital Management Limited Road Town, Tortola VG 3.8 
Beacon Capital Management, Inc. Dayton OH US 179.9 
Beacon Capital Management, Inc. Hauppauge NY US 0.0 
Beacon Capital, LLC Darien CT US 19.0 
Beacon Financial Advice and Research, LLC 0.0 
Beacon Financial Advisers, Inc. Conyers GA US 27.9 
Beacon Financial Advisors Ltd Houston TX US 98.7 
Beacon Financial Advisors, Inc. Tarrytown NY US 1.0 
Beacon Financial Advisors, LLC 0.0 
Beacon Financial Advisory Services, Inc. Murrieta CA US 0.0 
Beacon Financial Group Dallas TX US 116.4 
Beacon Financial Group Warren NJ US 0.0 
Beacon Financial Partners Huntington Beach CA US 5.0 
Beacon Financial Planners LLC 0.0 
Beacon Financial Planning Services, Ltd Plainfield IL US 0.0 
Beacon Financial Planning, Inc. South Easton MA US 0.0 
Beacon Financial Planning, LLC Logan UT US 20.0 
Beacon Financial Services 0.0 
Beacon Financial Strategies Corp. Raleigh NC US 18.0 
Beacon Hill Financial 8.0 
Beacon Hill Ltd. Co 11.5 
Beacon Investment Advisers, LLC Northampton MA US 16.7 
Beacon Investment Advisors LLC Gaithersburg MD US 17.9 
Beacon Investment Management, Inc. Raleigh NC US 25.4 
Beacon Investment Management, LLC Boston MA US 43.9 
Beacon Investments 7.5 
Beacon Pointe Advisors, LLC Newport Beach CA US 3641.7 
Beacon Retirement Group, LLC Newburyport MA US 0.1 
Beacon Street Capital, LLC Atlanta GA US 25.8 
Beacon Wealth Advisors, LLC Virginia Beach VA US 10.1 
Beacon Wealth Management, LLC Glen Rock NJ US 316.5 
Beadell A D Investment Counsel Inc Mequon WI US 121.7 
Beale Healy Investment Advisors Inc Richmond VA US 43.1 
Beall Barclay Advisors, LLC Fort Smith AR US 0.0 
Beall Financial Planning, Inc. Macon GA US 19.2 
Beam Capital Management, LLC 0.7 
Bean Investment Management, Inc. Summit NJ US 11.7 
Bean Leamy, Christy M 0.0 
Beantown Financial Advisors LLC 3.0 
Bear and Bull Capital Management, Inc. Calverton MD US 0.0 
Bear Creek Asset Management, LLC Denver CO US 2200.0 
Bear Squared Investments, Inc. 11.0 
Bear Stearns Asset Management Inc New York NY US 4562.9 
Beard Investment Services, Inc. Youngstown OH US 117.3 
Bearing Asset Management 44.2 
Beasley Investment Management Co. Paris TN US 14.0 
Beason & Nalley, Inc. Huntsville AL US 0.0 
Beaton Management Co Inc Haverhill MA US 121.6 
Beattie & Portas Financial Advisors, LLC Ridgewood NJ US 0.7 
Beaubouef, Joseph M. 1.9 
Beaudean & Associates 1.8 
Beaumont Financial Partners LLC Wellesley Hills MA US 882.5 
Beauport Financial Services LLC Gloucester MA US 0.0 
Beauport Wealth Management, LLC Fairfax VA US 0.0 
Beck Financial Management LLC Crescent Springs KY US 6.7 
Beck Financial Strategies, Inc. Indianapolis IN US 0.0 
Beck Investment Management, LLC Palo Alto CA US 11.5 
Beck, Mack & Oliver LLC New York NY US 2991.2 
Becker Advisory Group, LLC Oro Valley AZ US 4.1 
Becker Capital Corporation 0.6 
Becker Capital Management Dallas TX US 2.4 
Becker Capital Management, Inc. Portland OR US 1633.4 
Becker Financial Advisors, Inc. 0.8 
Becker Financial Group Walnut Creek CA US 0.0 
Becker Financial Services Tucson AZ US 7.0 
Becker, Burke Associates, Inc. Chicago IL US 0.0 
Beckerman Institutional, LLC Oakhurst NJ US 15.5 
Becklin Bowles Capital Management Inc. Middleton WI US 15.0 
Beckstead Investment Management Inc 10.0 
Beckstead, Black & Associates, Inc. Park City UT US 35.0 
Beckwith Financial Advisors, Inc. Greenville SC US 29.7 
Beckwith Investment Management 0.0 
Beddow Capital Management Inc Healdsburg CA US 195.9 
Bedel Financial Consulting Inc Indianapolis IN US 312.6 
Bedell Investment Counselling LLC Walnut Creek CA US 245.0 
Bedfield Asset Management, LLC 2.6 
Bedford Financial Group, Inc. Libertyville IL US 59.8 
Bedford International Corporation 3.1 
Bedford Meridian LLC 0.0 
Bedics Financial 2.9 
Bedingfield Financial Planning, LLC Birmingham AL US 0.0 
Bedlam Asset Management PLC London UK 317.0 
Bedrock Capital Management, Inc. Los Altos CA US 106.4 
Bedrock Capital, LLC 5.5 
Beech Hill Advisors, Inc New York NY US 176.8 
Beecher Financial Planning, LLC 0.0 
Beecher Investment Management Rancho Mirage CA US 32.9 
Beecher Investors Inc New York NY US 184.3 
Beechtree Capital Inc. 44.0 
Beechwood Advisory Group, LLC Fresno CA US 35.0 
Beechwood Capital Management, Inc. Cincinnat OH US 3.0 
Beechwood Financial Services, LLC Fairfield NJ US 0.0 
Beechwood Investment Group, LLC Fresno CA US 0.0 
Beechwood Investment Management Inc. Norfolk MA US 28.0 
Beechwood Wealth Advisors, LLC Fresno CA US 0.0 
Beekman Capital Management Ltd Santa FE NM US 225.2 
Beekman Northwest Partners Santa FE NM US 1.7 
Beekman Wealth Advisory, LLC 250.0 
Beekmann Capital Management, LLC Highlands Ranch CO US 3.1 
Beerbaum & Beerbaum, Financial & Insurance Services, Inc 18.6 
Beers Financial LLC Columbia SC US 32.0 
Beese, Fulmer Investment Management, Inc. Canton OH US 282.0 
Beeson and Company, LLC EL Cerrito CA US 23.8 
Beesure Wealth Management, Inc. Bradenton FL US 0.0 
Begin Financial Consulting, Inc. 0.0 
Behind The Numbers, LLC Dallas TX US 0.0 
Behlke Financial Independence OH US 0.0 
Bel Air Investment Advisors LLC Los Angeles CA US 3137.0 
Bel Air Management, LLC Los Angeles CA US 58.6 
Belay Capital Management, LLC San Francisco CA US 32.0 
Belden and Associates San Francisco CA US 98.3 
Belding Financial Resources, Inc. Houston TX US 44.0 
Belforti Investments, LLC 6.1 
Believers Stewardship Services, Inc. Dubuque IA US 23.9 
Belinda Leslie A Registered Investment Adviser, Inc. Nashville TN US 7.2 
Bell Asset Management Ltd Sydney AU 84.2 
Bell Asset Management USA Inc Westpoint CT US 84.2 
Bell Capital Management Inc Atlanta GA US 526.4 
Bell Financial Management Corporation Tigard OR US 5.1 
Bell Financial Planning Austin TX US 41.5 
Bell Investment Advisors Inc Oakland CA US 367.0 
Bell Rock Capital, LLC Rehoboth Beach DE US 36.7 
Bell Strategic Investments, Inc. 52.0 
Bell, David Trigg 0.0 
Bell, Richard Jay Claremont CA US 0.0 
Bellamy Fund Management LLC 0.5 
Bellatore Financial, Inc. San Jose CA US 651.2 
Belle Haven Investments, L.P. White Plains NY US 231.2 
Belle Isle Financial Services Corp. New Providence NJ US 0.0 
Belleair Asset Management, Inc Belleair Bluffs FL US 5.0 
Belleair Wealth Management Largo FL US 18.8 
Bellevue Asset Management, LLC Bellevue WA US 118.7 
Bellevue Financial Bellevue WA US 0.0 
Bellingham Investment Management San Francisco CA US 4.4 
Belliston Financial Advisors, LC Lindon UT US 0.0 
Bello Capital Management Worcester MA US 2.0 
Belltown Capital, LLC San Diego CA US 1.6 
Bellwether Consulting LLC Millburn NJ US 0.0 
Bellwether Financial Advisors 6.1 
Bellwether Financial Services 0.0 
Belmont Asset Management Dallas TX US 10.1 
Belmont Financial, LLC Belmont MA US 47.6 
Belmont Global Advisors, Inc. Dallas TX US 619.3 
Belquest Capital Management, LLC York PA US 9.2 
Belray Asset Management, LLC Greenwich CT US 32.8 
Belsen Getty, LLC Salt Lake City UT US 56.4 
Belser Pinnacle Financial Advisors, LLC Bellefontaine OH US 0.0 
Belsize LLC 0.0 
Belvedere Advisors LLC Belvedere CA US 1.0 
Belvedere Capital Management Inc Belvedere CA US 23.0 
Belville Financial Advisors Monterey CA US 0.0 
Ben-David Financial Planning Menlo Park CA US 10.0 
Benchmark Asset Management Avon CO US 8.3 
Benchmark Asset Management, LLC 0.0 
Benchmark Asset Managers, LLC Philadelphia PA US 145.7 
Benchmark Capital Advisors New York NY US 236.5 
Benchmark Capital Advisors Inc Torrance CA US 4.8 
Benchmark Capital Group Ltd. Galena IL US 11.5 
Benchmark Capital Management Corporation Portsmouth NH US 13.0 
Benchmark Capital Management, Inc. Cedarburg WI US 1.5 
Benchmark Financial Group Services Encinitas CA US 0.0 
Benchmark Financial Ltd Phoenix AZ US 28.6 
Benchmark Financial Planning, Inc. St Paul MN US 10.0 
Benchmark Financial Services Grand Junction CO US 0.5 
Benchmark Funds, Inc. Tucson AZ US 6.3 
Benchmark Investment Management, LLC 3.0 
Benchmark Plus Management Tacoma WA US 1176.0 
Benchmark Services 0.0 
Bender Financial Advisors LLC 11.0 
Bender Lane Advisory, LLC Albany NY US 75.9 
Bender Robert & Associates Pasadena CA US 68.4 
Bender, Julian 0.2 
Benedetti, Trent J Santa Maria CA US 15.8 
Benedict Financial Advisors, Inc. Atlanta GA US 0.0 
Benedict Financial Planning Baton Rouge LA US 1.0 
Beneficial Concepts Group, LLC 0.0 
Beneficial Investment Services, Inc. Salt Lake City UT US 69.0 
Benefit & Investment Consulting, LLC 0.0 
Benefit Design Corp Glen Allen VA US 41.0 
Benefit Funding Inc. Boscawen NH US 27.2 
Benefit Funding Services Group Irvine CA US 3800.0 
Benefit Investment Advisors, Inc. South Burlington VT US 46.1 
Benefit Performance Advisors, LLC 7.0 
Benefit Planning Services Orange CA US 0.6 
Benefit Sources & Solutions Bound Brook NJ US 55.3 
Benefits Plus Napa CA US 12.0 
Benefitt Consulting LLC 0.0 
Benefitworks, Inc. Lebanon PA US 76.7 
Benelopez San Francisco CA US 0.0 
Benemark, Inc Fairfield CT US 61.0 
Bengen Financial Services, Inc. 47.8 
Benham & Green Capital Management LLC LA Jolla CA US 30.5 
Benin Management Corp 172.3 
Benivest, Inc. San Francisco CA US 4.2 
Benjamin A. Pope Iii Norfolk VA US 5.8 
Benjamin F. Edwards & Company, LLC Clayton MO US 0.0 
Benjamin Securities Investment Company, Inc. 8.5 
Benjamin Securities, Inc. Hicksville NY US 85.0 
Benjes & Benjes, Inc. 0.0 
Bennco Advisors Colorado Springs CO US 0.0 
Bennett Consulting Inc. 0.0 
Bennett Financial Advisors, Inc. 14.3 
Bennett Financial Advisors, LLC Oxford OH US 16.4 
Bennett Group Financial Services, LLC Washington DC US 0.0 
Bennett Lawrence Management LLC New York NY US 831.6 
Bennett Selby Investments, L.P. Newton MA US 2.2 
Bennett Wealth Management, LLC St. Albans VT US 0.0 
Bennett, Gerald Harvey Seattle WA US 0.0 
Bennicas & Associates Woodside CA US 219.4 
Benning Financial Group, LLC Fairfield CA US 30.9 
Benningfield Financial Advisors San Francisco CA US 34.0 
Bennington Asset Management, Inc. Pittsburgh PA US 0.0 
Bennington Financial Planning Group Bennington VT US 9.1 
Benoit, Chepenik & Benoit PA Jacksonville FL US 50.4 
Benson & Thomas Wealth Management, LLC Brentwood TN US 20.0 
Benson Advisory Services & Asset Management Sycamore IL US 0.0 
Benson Investment Management Company, Inc. 58.4 
Benson L K & Co P C Towson MD US 29.5 
Bentley Capital Management I LLC New York NY US 65.2 
Bentley Wealth Advisors, LLC Warwick RI US 31.0 
Benton Wealth Management, Inc. 3.8 
Benvenuto Financial Advisory, LLC 0.0 
Benwood Financial Group Cincinnati OH US 28.5 
Benxcoh Financial Advisors LLC 0.5 
Benyak, Bernard M 0.0 
Benz Financial Services, Inc. Orleans MA US 0.0 
Berenfeld Financial Services, LLC Coral Gables FL US 0.8 
Berens Capital Management, LLC New York NY US 375.1 
Berens Capital, LLC New York NY US 415.9 
Berenson Financial Services LLC New York NY US 0.0 
Berg Faircloth Investment Advisors Corp. Leesburg VA US 30.1 
Berg Investment Planning 49.5 
Berger Asset Management, Inc. Turlock CA US 30.0 
Bergeron Wealth Management Co., LLC Houston TX US 23.2 
Bergeson Financial Planning 0.0 
Berghoff & Company Capital Management Chicago IL US 0.0 
Bergland Wealth Management, Inc. Ridgeland MS US 17.2 
Bergman Investment Management 45.7 
Bergmann, Arthur Stanley 0.0 
Berkeley Capital Advisers, LLC Grass Valley CA US 0.0 
Berkeley Capital Management LLC San Francisco CA US 1391.5 
Berkeley Investment Advisors 2.9 
Berkeley, Inc Boise ID US 105.6 
Berkshire Advisors, Inc. Wyomissing PA US 5.0 
Berkshire Asset Management LLC Wilkes Barre PA US 694.8 
Berkshire Asset Management, Inc. 6.5 
Berkshire Asset Management, Inc. San Antonio TX US 0.0 
Berkshire Asset Management, LLC Wilkes-Barre PA US 404.1 
Berkshire Capital Holdings Inc 8.5 
Berkshire Financial Services LLC Reading PA US 0.0 
Berkshire Management Incorporated 0.0 
Berkshire Money Management, Inc. Pittsfield MA US 172.1 
Berkson Asset Management, Inc. Woodland Hills CA US 60.7 
Berla Investment Consulting Walnut Creek CA US 0.0 
Berlin Financial, Ltd. Cleveland OH US 6.1 
Berman Financial 0.0 
Berman Hopkins Wright & Laham Melbourne FL US 0.0 
Berman, Gil 0.0 
Berman, Sosman & Rosenzweig, LLC Bellmore NY US 0.0 
Berman, Steven M. 84.2 
Bermuda Asset Management Ltd Hamilton BM 25.0 
Bermuda Investment Advisory Services Limited Hamilton BM 275.0 
Bernard, James A. 20.0 
Bernardi Asset Management, LLC Chicago IL US 102.5 
Bernardo First Securities Corporation Fallbrook CA US 4.9 
Berndt & Associates Inc Hartville OH US 17.1 
Bernhard Capital Management Guilford CT US 6.4 
Bernhardt Capital Advisors, LLC 0.0 
Bernhardt Wealth Management, Inc. Mclean VA US 87.8 
Berning Investment Management LLC 12.2 
Berno Financial Management Inc Cincinnati OH US 69.9 
Bernstein & Brown, P.C. Northbrook IL US 0.0 
Bernstein and Kelly, LLC Lexington MA US 3.5 
Bernstein Financial Management 6.5 
Bernstein, Cheryl L. 0.0 
Bernstein, Robert E 0.0 
Bernstein, Robert Jay 0.0 
Berntson Porter Wealth Management, LLC Bellevue WA US 0.0 
Bernzott Capital Advisors Camarillo CA US 405.1 
Berrenberg Wealth Management LLC Albuquerque NM US 12.3 
Berry Financial Services, Inc Germantown TN US 13.0 
Berson & Corrado Investment Advisors, LLC New York NY US 202.7 
Bersot Capital Management, LLC Mill Valley CA US 16.3 
Bert Hughes & Associates 21.1 
Bert Reames Investment Advisors, Inc. Daytona Beach FL US 0.0 
Bert Riddell Cramer, Investment Adviser 0.4 
Berthel Fisher & Company Financial Services, Inc. Marion IA US 300.0 
Berthel Fisher & Company Planning, Inc. Marion IA US 0.0 
Berthel Schutter LLC St Paul MN US 0.0 
Berthy Capital Management, LLC West Carrollton OH US 55.6 
Bertolet Capital LLC New York NY US 67.0 
Bertram H. Rosen 9.4 
Bertrand Wealth Strategies, L.L.C. Oklahoma City OK US 0.0 
Berwyn Financial Services Corp. Berwyn PA US 6.1 
Berylstone Asset Management Tucson AZ US 2.2 
Bespoke Investment Group, LLC Harrison NY US 1.0 
Bessemer Group (U.K.) Limited London EN 3477.5 
Bessemer Investment Management LLC New York NY US 36522.4 
Best & Company Investment Management, Inc. Clermont FL US 9.3 
Best Advisory Services Westerville OH US 19.0 
Best Financial Svcs 0.0 
Best International Investment Advisors Dallas TX US 0.0 
Best Minds, Inc. Denton TX US 10.2 
Best of America Investments & Insurance Oscoda MI US 0.0 
Bestideas Financial Network LLC New York NY US 0.0 
Beta Investment Advisory Services, LLC Evansville IN US 0.0 
Beth Wright Woodside, Cfp Greenville SC US 84.1 
Bethesda Asset Management, LLC 1.2 
Bethsaida Group Dublin OH US 2.1 
Betro Mileszko & Company Foxboro MA US 17.0 
Better Financial Solutions, Inc. Wilmington NC US 11.3 
Better Life Group 0.1 
Betterman Investment Group, LLC Evanston IL US 212.7 
Betts Brook Advisors Inc Norwalk CT US 0.0 
Betty A. Abersold 0.0 
Beutel, Goodman & Company Ltd. Toronto, Ontario CA 10904.0 
Beverley B. Butler Charlottesville VA US 6.9 
Beverly A. Mumper, Cpa, PS Aberdeen WA US 0.0 
Beverly Capital Management, LLC Beverly Hills CA US 3.8 
Beverly Investment Advisors LLC Beverly Hills CA US 104.0 
Bexar Capital Management, L.P. Dallas TX US 9.9 
Bey-Douglas, LLC Investment Counsel Marietta GA US 40.5 
Beyondbond LLC New York NY US 0.0 
Bff Capital Management LLC San Mateo CA US 4.5 
           
 
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 $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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