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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
CP Advisors, Inc Warsaw NC US 10.7 
CP Asset Management, Inc. Plant City FL US 1.9 
CP Capital Advisors, L.L.C. 3.9 
CP Capital Securities, Inc. Miami FL US 0.0 
Cpa Advisory Services, Inc. 27.0 
Cpa Capital Management LLC 0.0 
Cpa Group Investment Management, LLC Panama City FL US 32.2 
Cpa Investment Advisors Virgina Beach VA US 19.9 
Cpa Investment Solutions, Inc. Sarasota FL US 16.2 
Cpa Investment Solutions, LLC Yardley PA US 26.3 
Cpa Portfolio Advisors, LLC Osprey FL US 2.7 
Cpa Retirement Solutions, P.A. Sarasota FL US 21.7 
Cpa Wealth Advisors LLC Albuquerque NM US 0.0 
Cpa Wealth Management Services PA Melbourne FL US 157.4 
Cpadvisors, LLC Atlanta GA US 12.3 
Cpasset Management, Inc. Waltham MA US 10.4 
Cpc Financial Planning, Inc King of Prussia PA US 0.0 
Cpf Texas Plano TX US 0.0 
Cpic International San Francisco CA US 81.8 
Cpl Insurance Services, Incorporated Pacifica CA US 0.0 
Cpm Advisers Limited London UK 1256.0 
Cpmg, Inc. Dallas TX US 851.0 
Cpr Financial Services, Inc. Simi Valley CA US 0.8 
Cpr Investing 5.0 
Cpr Investments, LLC Sterling Heights MI US 0.0 
Cps Investment Advisors Lakeland FL US 341.9 
Cqs (Us), LLC New York NY US 115.0 
CR Traders, LLC Menlo Park CA US 6.5 
Cra Financial Services, L.L.C. Northfield NJ US 184.6 
Crabtree Advisory Group, Inc. 4.5 
Crabtree Capital Management, LLC Azle TX US 2.3 
Craig B. Johnson, Cfp 2.0 
Craig Duvarney, Cfp Concord MA US 0.0 
Craig Marcott, Inc. 0.0 
Craig V. Castanos Cpa San Diego CA US 0.0 
Cramer Rosenthal Mcglynn LLC New York NY US 7814.3 
Cranbrook Wealth Management, LLC Troy MI US 204.3 
Crandell Financial Planning, LLC 0.7 
Crane and Associates Fullerton CA US 0.0 
Crane Asset Management, LLC Beverly Hills CA US 45.6 
Cravens & Company Advisors, LLC Cookeville TN US 17.6 
Crawford Advisory Group, LLC Austin TX US 4.9 
Crawford Asset Management, LLC 25.0 
Crawford Capital Management, Inc. 32.4 
Crawford Investment Counsel Inc Atlanta GA US 2046.3 
Crawford N. Kirkpatrick, Investment Advisor Providence RI US 14.0 
Creasman 401(K) Plan Advisor, Inc. Asheville NC US 0.0 
Creative Advisors, LLC Akron OH US 0.6 
Creative Asset Management 19.0 
Creative Asset Management 39.0 
Creative Asset Solutions, LLC Clinton Twp MI US 0.0 
Creative Capital Management Inc San Diego CA US 138.0 
Creative Financial & Divorce Planning, LLC 0.0 
Creative Financial Advisers, Inc. Minneapolis MN US 0.0 
Creative Financial Concepts, Inc. Wilmington DE US 0.0 
Creative Financial Concepts,LLC 20.6 
Creative Financial Corp. Chesterfield MI US 0.0 
Creative Financial Design 11.5 
Creative Financial Designs, Inc. Kokomo IN US 240.0 
Creative Financial Group Ltd Atlanta GA US 639.0 
Creative Financial Planning 0.0 
Creative Financial Planning Advisors, Inc. South Bend IN US 6.3 
Creative Financial Planning, Inc. New City NY US 0.0 
Creative Financial Services, Inc Colorado Springs CO US 14.5 
Creative Financial Services, Inc. Elm Grove WI US 0.0 
Creative Financial Solutions Inc. Englewood CO US 15.0 
Creative Financial Solutions, LLC Washington C. H. OH US 0.0 
Creative Financial Strategies, Inc. Littleton NH US 0.0 
Creative Funding Corporation Bloomfield CT US 19.0 
Creative Growth Strategies 10.1 
Creative Planning Overland Park KS US 816.4 
Creative Planning Concepts, LLC Nashville TN US 0.0 
Creative Resources Investment Advisors LLC Warwick RI US 37.8 
Creative Retirement Planning & Tax Services Sequim WA US 1.2 
Creative Wealth Management, LLC Islandia NY US 6.0 
Crecera Finance Management Company, LLC San Francisco CA US 70.0 
Credicorp Securities Inc Panama 0833 RE 23.6 
Credicorp Securities, Inc. Coral Gables FL US 332.3 
Credit Agricole Asset Management Alternative Investments, Inc. Chicago IL US 2988.5 
Credit Agricole Asset Management Investment Advisors USA, Inc. New York NY US 0.0 
Credit Agricole Structured Asset Management Advisers LLC New York NY US 1135.0 
Credit Iq, LLC Beaverton OR US 0.0 
Credit Renaissance Partners, LLC New York NY US 170.1 
Credit Risk Advisors, L.P. 58.3 
Credit Suisse (Bermuda) Limited New York NY US 586.3 
Credit Suisse Alternative Capital, Inc. New York NY US 13404.2 
Credit Suisse Asset Management (Australia) Limited Sydney AU 11197.6 
Credit Suisse Asset Management Limited Tokyo JP 815.6 
Credit Suisse Asset Management Limited London (England) UK 2664.5 
Credit Suisse Asset Management, LLC New York NY US 20374.2 
Credit Suisse Global Opportunities Advisors LLC New York NY US 13.5 
Credit Suisse Hedging-Griffo Servios Internacionais S.A. Sao Pavlo BR 2035.2 
Credit Suisse Index Co., Inc. New York NY US 1999.1 
Credit Suisse International Investment Advisors Zurich CH 0.0 
Credit Suisse Investment Advisory Partners LLC New York NY US 114.8 
Credit Suisse Private Advisors Zurich CH 799.6 
Credit Suisse Private Equity Advisers LLC New York NY US 1476.9 
Credit Suisse Securities (Usa) LLC New York NY US 12414.5 
Creditsights, Inc. New York NY US 0.0 
Credo Capital Management, LLC Baltimore MD US 233.6 
Credo Investment Advisors LLC Bozeman MT US 12.3 
Creegan & Nassoura Financial Group, LLC Portsmouth NH US 82.8 
Creekside Advisors, Inc. 23.9 
Creekside Investment Management Inc Brenham TX US 31.9 
Creekside Partners Investment Counsel LLC Lafayette CA US 50.2 
Creighton James Germeroth Scottsdale AZ US 0.7 
Crenshaw Associates New York NY US 0.0 
Cresap, Inc. Radnor PA US 0.0 
Crescam Asset Management, LLC Quincy MA US 1219.0 
Crescat Portfolio Management LLC Denver CO US 53.9 
Crescent Advisor Group, Inc. Dallas TX US 18.2 
Crescent Capital & Research,Inc. 4.3 
Crescent Capital Management Co Whitefish MT US 45.2 
Crescent Sterling Ltd. Metairie LA US 127.6 
Crescive Financial, LLC Denton TX US 4.6 
Crespi Capital Advisors, LLC 5.0 
Cresskill Financial 0.0 
Cressman Esser Investment Advisors, Inc. Naperville IL US 3.5 
Cressman Investment Management, L.L.C. 5.2 
Crest Financial Services Santa Clara CA US 0.0 
Crest International 0.0 
Crestline Capital, LLC 0.0 
Crestline Management, L.P. Fort Worth TX US 3158.3 
Crestmont Advisors, L.P. Dallas TX US 14.6 
Crestmont Management, L.P. Dallas TX US 23.0 
Crestone Asset Management LLC Boulder CO US 653.9 
Crestview Investment Advisors, Inc. Westport CT US 0.0 
Crestwood Advisors LLC Boston MA US 353.8 
Creveling & Creveling Financial Planning Limited 0.0 
Crew Capital Management, Ltd. Cincinnati OH US 10.6 
Crews Capital Management, LP 4.0 
Crf Financial Group Indianapolis IN US 0.0 
Crf Financial Services San Diego CA US 8.2 
Crg Financial Services, Inc. Brookfield WI US 15.2 
Crh Services LLC 6.5 
Cri Securities, LLC St.paul MN US 301.8 
Crimson Management Houston TX US 103.0 
Crisafi Investment Management, Inc. 3.0 
Crispian Venture Capital, LLC Plano TX US 0.0 
Criterion Capital Management, LLC San Francisco CA US 778.3 
Criterion Wealth Management Valencia CA US 54.0 
Critical Capital Management, Inc. Calabasas CA US 41.0 
Critical Math Advisors LLC Princeton NJ US 37.7 
Crj Finanacial Security Consultants 0.0 
Crocker Securities LLC Walnut Creek CA US 76.4 
Crockett & Associates, Inc. 21.8 
Crocketts LLC Rowayton CT US 11.0 
Croft Leominster Inc Baltimore MD US 491.4 
Crone Wealth Management Pleasanton CA US 0.0 
Cronin Asset Management, LLC Minneapolis MN US 0.0 
Cropper & Associates 0.0 
Cropsey Asset Management, LLC 0.0 
Cross Border Tax & Accounting, LLC Phoenix AZ US 8.1 
Cross Creek Capital Management 4.3 
Cross Creek Capital Management, LLC 4.5 
Cross Financial Group 0.0 
Cross Financial Services Corporation San Antonio TX US 49.5 
Cross Research LLC Livingston NJ US 0.0 
Cross River Partners LP Ridgefield CT US 13.0 
Cross Shore Capital Management, LLC Great Neck NY US 400.0 
Crossbow Capital Mangement 21.6 
Crosscap Management, Inc. Houston TX US 94.0 
Crossgates Investment Management Company NY NY US 0.0 
Crossharbor Capital Partners LLC Boston MA US 3.2 
Crosslink Capital, Inc San Francisco CA US 82.6 
Crosslink Capital, Inc. San Francisco CA US 1429.0 
Crossplan Money Management Seminole FL US 25.9 
Crossroads Advisory Services, Inc. Lathrop CA US 0.0 
Crossroads Asset Management LLC 28.4 
Crossroads Capital Management, Inc. Carlsbad CA US 0.0 
Crossroads Financial Designs, Inc. 9.2 
Crossroads Financial Planning, Inc. Upper Arlington OH US 42.2 
Crossroads Investment Advisors, LLC Salt Lake City UT US 10.5 
Crossroads Investment Company L.P. Dallas TX US 48.8 
Crossroads Planning, LLC Crystal Lake IL US 0.0 
Crossvault Capital Management LLC San Antonio TX US 63.0 
Crosswalk Investment Advisory, Inc. Strasburg PA US 5.0 
Crosswater Bellevue WA US 50.8 
Crosswind Advisors, LLC Everett WA US 0.0 
Crosswinds Asset Management, LLC 0.9 
Crotty and Associates, LLC 0.2 
Crouch Investmeny Group, Inc. 0.0 
Crow Financial Advisors Albuquerque NM US 30.8 
Crow Hill Capital, Ltd. 35.0 
Crow Point Partners, LLC Scituate MA US 1058.1 
Crow, Carolyn 0.0 
Crowe Advisory Services, Inc. 6.0 
Crowe Portfolio Management 1.0 
Crowe Wealth Management, LLC Indianapolis IN US 896.0 
Crowell Roberts 9.1 
Crowell, Weedon & Co. Los Angeles CA US 478.8 
Crowley Wealth Management, Inc. Wilmington DE US 73.8 
Crown Advisors International Ltd. New York NY US 63.6 
Crown Capital Corporation 5.8 
Crown Capital Management Greenbrae CA US 209.4 
Crown Capital Securities, L.P. Orange CA US 210.8 
Crown Financial Advisors, LLC Crown Point IN US 1.5 
Crown Financial Group, Inc. Arlington Heights IL US 9.0 
Crown Jewel Concepts, LLC Orlando FL US 0.0 
Crown Wealth Management, Inc. Huntington Beach CA US 7.4 
Croxall Capital Planning Aptos CA US 9.9 
Crps 0.0 
Crtpro LLC 0.2 
Cruden Bay Capital Partners Addison TX US 2.2 
Cruice Financial Organization OR Cruice Financial Planning Westport CT US 76.6 
Cruickshank Capital Management 24.2 
Crusader Capital, LLC Southampton NY US 0.0 
Cruson, Gerald T 0.0 
Cruz Registered Investment Advisor, LLC Seattle WA US 0.0 
Cryslal Hill Advisors 0.0 
Crystal Advisors LLC Bay Harbor Islands FL US 208.7 
Crystal Associates Bay Harbor Islands FL US 664.7 
Crystal Capital Advisors, LLC 14.6 
Crystal Capital Management Corporation Wakefield MA US 9.8 
Crystal Capital Partners, LLC Bay Harbor Islands FL US 388.7 
Crystal Clear Finances 0.0 
Crystal Equity Research New York NY US 0.0 
Crystal Wealth Management, LLC 2.7 
CS Advisors Inc. Boca Raton FL US 35.0 
CS Capital Management Inc Indianapolis IN US 105.0 
CS Capital Management Inc Atlanta GA US 799.8 
CS Financial Glendale CA US 0.0 
CS Investment Advisors 0.9 
Csa Financial Advisors, Ltd. Cincinnati OH US 40.8 
Csa Financial Management, Inc. 14.9 
Csa Wealth Management, LLC 26.2 
Cscott Financial, Inc. Colorado Springs CO US 0.0 
Cse Capital Management, LLC Endwell NY US 0.5 
Csenge Advisory Group, LLC Clearwater FL US 13.8 
Csg Advisors Incorporated Alpharetta GA US 0.0 
Csh Financial Services Taylorville IL US 12.0 
Csi Capital Management Inc San Francisco CA US 937.3 
Csm Capital Corporation New York NY US 430.0 
Csmg International, Ltd. Chicago IL US 0.0 
Cso Partners Limited London UK 23.3 
Csr Financial Services, LLC Quincy MA US 0.0 
Cssc Investment Advisory Services, Inc. Troy MI US 370.5 
CT Capital, LLC 0.0 
CT Fixed Income Management, LLC Jackson WY US 33.0 
CT Preferred Investors Management, LLC Wilson WY US 95.0 
CTB Financial Services, Ltd. Saint Louis Park MN US 60.0 
Ctc Consulting, Inc. Portland OR US 938.4 
Ctc Consulting, LLC Portland OR US 847.8 
Ctf Financial Services, Inc. Ocala FL US 0.0 
Ctm Financial, LLC 5.3 
Ctr Financial Group LLC Summit NJ US 140.0 
Cts Capital LLC Las Vegas NV US 0.0 
Cts Consulting, LLC 3.4 
Cts Financial Planning, Inc. Chicago IL US 195.6 
Cts Strategic Investments, LLC Chicago IL US 144.5 
CU Investment Solutions, Inc. Lenexa KS US 0.0 
Cubic Asset Management, LLC Boston MA US 177.0 
Cubic Pye Capital Management, Inc. 10.0 
Cudo Investment Services, Inc. Corvallis OR US 13.0 
Cue Financial Group, Inc. Phoenix AZ US 72.2 
Culbertson A N & Co Inc Charlottesville VA US 134.8 
Cullen Asset Management Lafayette LA US 96.3 
Cullen Capital Management, LLC New York NY US 4724.8 
Cullen Financial Advisors San Francisco CA US 1.5 
Cullen Fortier Asset Management Westlake Village CA US 28.6 
Culler Witman Financial Advisors, Inc. Fairfax VA US 0.0 
Cullinan Associates Inc Louisville KY US 550.1 
Cullington Hill Advisors, Inc. San Diego CA US 106.0 
Cullum & Burks Securities, Inc. Dallas TX US 30.6 
Culman & Company Lexington MA US 41.6 
Culver Investment Company, LLC Broomfield CO US 37.6 
Cumberland Advisors Vineland NJ US 1015.8 
Cumberland Associates LLC New York NY US 316.2 
Cumberland Brokerage Corporation Philadelphia PA US 0.0 
Cumberland Hill Capital Management LLC Dallas TX US 2.5 
Cumberland Valley Financial Services Inc. 0.0 
Cumberland Wealth Management, LLC Knoxville TN US 0.0 
Cumbie Advisory Services Fort Worth TX US 0.0 
Cumbie Advisory Services, Inc Fort Worth TX US 0.0 
Cummings Bay Advisors, LLC Stamford CT US 0.0 
Cummings Enterprises 2.0 
Cuna Brokerage Services, Inc. Waverly IA US 1478.0 
Cundill Investment Research Ltd. Vancouver CA 2329.2 
Cunningham & Associates, Pllc Troy MI US 12.0 
Cunningham Asset Management, LLC 9.4 
Cunnings Financial Carlsbad CA US 0.0 
Cupps Capital Management, LLC Chicago IL US 197.0 
Cura Capital Managment New York NY US 520.0 
Curator Advisory, LLC Santa Maria CA US 0.0 
Curbstone Financial Management Corp. Manchester NH US 80.8 
Curian Capital, LLC Denver CO US 2590.2 
Curley & Associates 0.5 
Curley Investment Services Inc. Rumson NJ US 25.0 
Curo Asset Management, LLC 4.2 
Curran & Lewis Investment Management, Inc. Menlo Park CA US 91.0 
Curran Financial Services Menlo Park CA US 8.1 
Curran Investment Management Albany NY US 175.9 
Currey Financial Consulting Edgewater MD US 12.1 
Currie Financial 0.2 
Curt F. Fey, Phd, Cfa, Cfp Pittsford NY US 20.0 
Curtin Financial Management, Inc. Wellesley MA US 12.5 
Curtin Financial Services, Inc. Burlington MA US 0.0 
Curtis & Bissonette Inc Lake Placid NY US 37.8 
Curtis C. Rose & Associates 5.7 
Curtis Capital Management 0.0 
Curtis Financial Planning Oakland CA US 10.1 
Curtis Wealth Management Group, LLC Sarasota FL US 30.2 
Curtis, Bailey, Exelby & Sposito Ann Arbor MI US 0.0 
Curtis, Joseph Patch 2.2 
Cushman & Wakefield Real Estate Securities Research, Inc New York NY US 0.0 
Cuso Financial Services, L.P. San Diego CA US 171.1 
Custer Management Inc Dba Level Partners New Albany OH US 39.0 
Custodiet Capital LLC Manhattan Beach CA US 26.8 
Custodio Asset Management, LLC 2.2 
Custom Financial Planning, Inc 10.8 
Custom House Capital Corporation 5.7 
Custom House Capital Partners LLC 0.0 
Customized Portfolios Ltd. 4.4 
Customized Wealth Management, LLC Troy MI US 0.0 
Cuthbert Financial Guidance Decatur GA US 0.0 
Cutler Capital Management LLC Worcester MA US 163.2 
Cutler Financial Services, LLC Ramsey NJ US 0.0 
Cutler Investment Counsel, LLC Jacksonville OR US 95.0 
Cutter & Company, Inc. Ballwin MO US 225.8 
Cuttingedge Advisors St. Louis MO US 36.5 
Cvc Financial Services, LLC Chantilly VA US 0.0 
Cvt Financial Planning 0.0 
Cwc Advisors, LLC Lake Oswego OR US 78.0 
Cwcapital Investments LLC New York NY US 9480.7 
Cwd Consulting, Inc 18.4 
Cwh Associates, Inc 17.5 
Cwm Advisors, LLC Athens GA US 0.0 
Cwm Financial Group, Inc. Gaithersburg MD US 28.4 
Cwm Ltd. The Plains VA US 1.1 
Cwr Financial Services Pueblo CO US 0.0 
Cycles Research Investments LLC Vienna 1140 AT 0.0 
Cygnet Capital 2.5 
Cygnet Financial Freedom House Waterford MI US 29.0 
Cygnet Investment Co., Inc. Westport CT US 9.1 
Cygnus Capital LLC Lake Oswego OR US 25.8 
Cymric Family Office Services Costa Mesa CA US 186.3 
Cynthia L. Conger, Cpa, PA Little Rock AR US 37.1 
Cynthia L. Leitman, Cfp 0.0 
Cynthia Lynn Hardman, Cfp Chagrin Falls OH US 0.0 
Cypress Advisory Services Ltd., LLP Houston TX US 49.0 
Cypress Asset Management Charlottesville VA US 795.0 
Cypress Asset Management Mill Valley CA US 31.1 
Cypress Asset Management Inc Houston TX US 317.8 
Cypress Asset Management, Inc. Peoria Heights IL US 46.1 
Cypress Asset Management, LLC Peoria Heights IL US 53.5 
Cypress Camon Investment Management Dallas TX US 0.0 
Cypress Capital Group Palm Beach FL US 956.2 
Cypress Capital Management US Limited Toronto CA 49.0 
Cypress Capital Management, LLC Wilmington DE US 409.5 
Cypress Capital Management, LLC Lafayette LA US 5.0 
Cypress Capital Management, LLC Sheridan WY US 35.0 
Cypress Capital Partners, LLC Chicago IL US 299.0 
Cypress Creek Financial Advisors, LLC 0.1 
Cypress Group LLC Williamsburg VA US 79.8 
Cypress Grove Capital, LLC 0.9 
Cypress Management Advisors Ii, LLC San Francisco CA US 0.0 
Cypress Management Advisors, LLC San Francisco CA US 11.4 
Cypress Strategies, LLC 5.1 
Cypress Wealth Advisors San Francisco CA US 409.6 
Cypress Wealth Management, LLC Dallas TX US 111.7 
Cypresstree Investment Management, LLP Boston MA US 2507.0 
Cyrus Capital Partners, L.P. New York NY US 1053.0 
CZ Capital LLP London UK 363.0 
Czp Associates Weston CT US 4.0 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

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