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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
CP Advisors, Inc Warsaw NC US 17.5 
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 75.0 
CP Wealth Management, LLC New York NY US 2.0 
CPA Advisory Services, Inc. 29.0 
CPA Capital Management LLC 0.0 
CPA Group Investment Management, LLC Panama City FL US 27.5 
CPA Investment Advisors Virgina Beach VA US 34.2 
CPA Investment Solutions, Inc. Sarasota FL US 0.0 
CPA Investment Solutions, LLC Yardley PA US 40.6 
CPA Portfolio Advisors, LLC Osprey FL US 0.0 
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 230.4 
Cpadvisors, LLC Atlanta GA US 12.3 
Cpaplace Financial City of Industry CA US 0.0 
Cpasset Management, Inc. Waltham MA US 23.6 
Cpassist Investment Advisors LLC Muskegon MI US 2.3 
CPC Financial Planning, Inc King of Prussia PA US 0.0 
CPF Texas Plano TX US 0.0 
Cpic International San Francisco CA US 101.7 
CPL Insurance Services, Incorporated Pacifica CA US 0.0 
CPM Advisers Limited London UK 1256.0 
Cpmg, Inc. Dallas TX US 965.0 
CPR Financial Services, Inc. Simi Valley CA US 0.8 
CPR Investments Inc Sterling Heights MI US 0.0 
CPS Investment Advisors Lakeland FL US 446.9 
CQ Investment Management LLC Chappaqua NY US 0.0 
CQS (Us), LLC New York NY US 245.0 
CR Traders, LLC Menlo Park CA US 6.5 
CRA Financial Services, L.L.C. Northfield NJ US 233.1 
CRA Management Pte Ltd Singapore SG 75.7 
Crabtree Advisory Group, Inc. 4.5 
Crabtree Capital Management, LLC Azle TX US 3.5 
Craig Advisors, Incorporated Orange CA US 0.0 
Craig B. Johnson, Cfp 0.0 
Craig Barrett Financial, PLC Picacho AZ US 0.0 
Craig Duvarney, Cfp Concord MA US 0.0 
Craig Everett Advisors, LLC Newbury Park CA US 0.0 
Craig Marcott, Inc. 0.0 
Craig Ritchie & Associates Asset Management 2.0 
Craig V. Castanos Cpa San Diego CA US 0.0 
Cramer Rosenthal Mcglynn LLC New York NY US 0.0 
Cranbrook Wealth Management, LLC Troy MI US 322.2 
Crandell Financial Planning, LLC 0.0 
Crane and Associates Fullerton CA US 0.0 
Crane Asset Management, LLC Beverly Hills CA US 62.4 
Cravens & Company Advisors, LLC Cookeville TN US 36.2 
Crawford Advisory Group, LLC Austin TX US 7.9 
Crawford Asset Management, LLC 0.0 
Crawford Capital Management, Inc. 32.6 
Crawford Investment Counsel Inc Atlanta GA US 3165.4 
Crawford N. Kirkpatrick, Investment Advisor Providence RI US 17.0 
CRC Capital LLC 3.3 
Creasman 401(K) Plan Advisor, Inc. Asheville NC US 4.6 
Creative Advisors, LLC Akron OH US 0.0 
Creative Asset Management 39.0 
Creative Asset Management 3.0 
Creative Asset Solutions, LLC Clinton Twp MI US 0.0 
Creative Capital Fiduciaries, LLC Hernando FL US 5.7 
Creative Capital Management Inc San Diego CA US 202.0 
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 18.9 
Creative Financial Corp. Chesterfield MI US 0.0 
Creative Financial Design 14.3 
Creative Financial Designs, Inc. Kokomo IN US 450.2 
Creative Financial Group Ltd Atlanta GA US 658.2 
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 18.1 
Creative Financial Services, Inc. Elm Grove WI US 0.0 
Creative Financial Solutions Inc. Englewood CO US 38.0 
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 24.1 
Creative Growth Strategies 13.7 
Creative Investment Research, Inc. Washington DC US 0.0 
Creative Planning Overland Park KS US 2263.8 
Creative Planning Concepts, LLC Nashville TN US 0.0 
Creative Planning Solutions, Inc. Corona CA US 0.0 
Creative Resources Investment Advisors LLC Warwick RI US 28.3 
Creative Retirement Planning & Tax Services Sequim WA US 4.2 
Creative Wealth Management, LLC Islandia NY US 62.3 
Crecera Finance Management Company, LLC San Francisco CA US 70.0 
Credicorp Securities Inc Panama 0833 PA 27.8 
Credicorp Securities, Inc. Coral Gables FL US 332.3 
Credit Iq, LLC 0.0 
Credit Renaissance Partners, LLC New York NY US 160.3 
Credit Risk Advisors, L.P. 58.3 
Credit Suisse (Bermuda) Limited New York NY US 973.8 
Credit Suisse Alternative Capital, Inc. New York NY US 16000.0 
Credit Suisse Asset Management (Australia) Limited Sydney AU 11197.6 
Credit Suisse Asset Management Limited London (England) UK 5553.8 
Credit Suisse Asset Management Limited Tokyo JP 394.9 
Credit Suisse Asset Management, LLC New York NY US 59180.0 
Credit Suisse Global Opportunities Advisors LLC New York NY US 7.3 
Credit Suisse Hedging-Griffo Servios Internacionais S.A. Sao Paulo BR 2400.0 
Credit Suisse Index Co., Inc. New York NY US 1185.1 
Credit Suisse International Investment Advisors Zurich CH 0.0 
Credit Suisse Investment Advisory Partners LLC New York NY US 107.1 
Credit Suisse Private Advisors Zurich CH 2257.1 
Credit Suisse Private Equity Advisers LLC New York NY US 1347.3 
Credit Suisse Securities (Usa) LLC New York NY US 11788.3 
Credit Union Enhancements LLC 0.0 
Credit Value Partners, LP New York NY US 292.0 
Creditsights, Inc. New York NY US 0.0 
Credo Capital Management, LLC Baltimore MD US 618.1 
Credo Investment Advisors LLC Bozeman MT US 19.4 
Creegan & Nassoura Financial Group, LLC Portsmouth NH US 115.6 
Creekside Advisors, Inc. 29.7 
Creekside Investment Management Inc Brenham TX US 47.1 
Creekside Partners Lafayette CA US 106.0 
Creekstone Capital Management, LLC 6.0 
Creighton James Germeroth Scottsdale AZ US 6.2 
Crenshaw Associates New York NY US 0.0 
Crenshaw Capital Management 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 62.3 
Crescendo Advisors Ii, LLC New York NY US 231.0 
Crescendo Financial Planners Inc. 0.0 
Crescendo Wealth Advisors 0.0 
Crescent Advisor Group, Inc. Dallas TX US 25.1 
Crescent Capital & Research,Inc. 0.0 
Crescent Capital Consulting, LLC New Orleans LA US 1637.9 
Crescent Capital Group LP Los Angeles CA US 6925.9 
Crescent Capital Management Co Whitefish MT US 41.9 
Crescent City Retirement Group, LLC Kenner LA US 1.9 
Crescent Palm Capital Partners LLC 1.7 
Crescent Sterling Ltd. Metairie LA US 116.0 
Crescent Wealth Capital Management, LLC Atlanta GA US 17.0 
Crescive Financial, LLC Denton TX US 0.0 
Crespi Capital Advisors, LLC 5.0 
Cresskill Financial 0.0 
Cressman Esser Investment Advisors, Inc. Naperville IL US 0.0 
Cressman Investment Management, L.L.C. 9.1 
Crest Financial Services Santa Clara CA US 0.0 
Crest International 0.0 
Crest Jewel Financial Consulting 0.0 
Crestline Capital, LLC 5.0 
Crestline Management, L.P. Fort Worth TX US 5449.5 
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 0.0 
Crestview Investment Advisors, Inc. Westport CT US 0.0 
Crestwood Advisers 2.0 
Crestwood Advisors LLC Boston MA US 711.5 
Creveling & Creveling Private Wealth Advisory 0.0 
Crew Capital Management, Ltd. Cincinnati OH US 11.8 
Crews Capital Management, LP 0.0 
CRF Financial Group Indianapolis IN US 54.0 
CRF Financial Services San Diego CA US 11.7 
CRG Financial Services, Inc. Brookfield WI US 17.5 
CRH Services LLC 5.6 
CRI Securities, LLC St.paul MN US 474.8 
Crimmins Wealth Management, LLC 0.0 
Crimson Management Houston TX US 259.0 
Crimson Seahorse LLC LA Jolla CA US 2.5 
Crinite Financial Strategies Las Vegas NV US 15.3 
Crisafi Investment Management, Inc. 3.0 
Crispian Venture Capital, LLC Plano TX US 0.0 
Criterion Capital Management, LLC San Francisco CA US 1025.0 
Criterion Wealth Management Valencia CA US 81.2 
Critical Capital Management, Inc. Calabasas CA US 60.0 
Critical Math Advisors LLC Hamilton NJ US 59.5 
CRJ Finanacial Security Consultants 0.0 
Crocker Asset Management, LLC Boston MA US 0.0 
Crocker Securities LLC Walnut Creek CA US 76.4 
Crockett & Associates, Inc. 25.5 
Crocketts LLC Rowayton CT US 12.1 
Croft Leominster Inc Baltimore MD US 965.5 
Cromarty Market Research 0.0 
Cromwell Investment Advisory, LLC College Park MD US 0.0 
Cronan Wealth Management Lexington KY US 9.7 
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 9.4 
Cross Border Planning Partners, LLC Phoenix AZ US 0.0 
Cross Border Tax & Accounting, LLC Phoenix AZ US 11.5 
Cross Creek Capital Management Atlanta GA US 3.5 
Cross Creek Financial 1.1 
Cross Financial Group 0.0 
Cross Financial Services Corporation San Antonio TX US 51.9 
Cross Research LLC Livingston NJ US 0.0 
Cross River Management, LLC Ridgefield CT US 23.9 
Cross Shore Capital Management, LLC Great Neck NY US 505.0 
Crossbow Capital Mangement 21.6 
Crosscap Management, Inc. Houston TX US 65.0 
Crosscurrent Wealthmanagement, LLC Little Rock AR US 0.0 
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 1583.0 
Crossplan Money Management Seminole FL US 40.8 
Crossroads Advisory Services, Inc. Lathrop CA US 0.0 
Crossroads Asset Management LLC 28.4 
Crossroads Capital Management, Inc. Carlsbad CA US 4.3 
Crossroads Financial Designs, Inc. Hunt Valley MD US 7.0 
Crossroads Financial Planning, Inc. Upper Arlington OH US 42.2 
Crossroads Investment Advisors, LLC Salt Lake City UT US 18.6 
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 79.8 
Crosswalk Investment Advisory, Inc. Strasburg PA US 5.0 
Crosswater Bellevue WA US 50.8 
Crosswater Realty Advisors LLC Los Angeles CA US 0.0 
Crosswind Advisors, LLC Everett WA US 0.0 
Crosswind Investments, LLC Boston MA US 110.0 
Crosswinds Asset Management, LLC 1.0 
Crotty and Associates, LLC 0.2 
Crouch Investment Group, Inc. 0.0 
Crow Financial Advisors Albuquerque NM US 35.5 
Crow Hill Capital, Ltd. 35.0 
Crow Holdings Capital Partners, L.L.C. Dallas TX US 1824.0 
Crow Point Partners, LLC Scituate MA US 1038.4 
Crow, Carolyn Eva 7.0 
Crowe Advisory Services, Inc. 5.3 
Crowe Portfolio Management 1.0 
Crowe Wealth Management, LLC Indianapolis IN US 1012.2 
Crowell, Weedon & Co. Los Angeles CA US 822.8 
Crowell?roberts Investment Counsel 10.2 
Crowley Wealth Management, Inc. Wilmington DE US 103.0 
Crown Advisors International Ltd. New York NY US 63.6 
Crown Capital Corporation 6.8 
Crown Capital Investments LLC Chicago IL US 0.0 
Crown Capital Management Greenbrae CA US 91.2 
Crown Capital Management LLC 0.0 
Crown Capital Securities, L.P. Orange CA US 374.7 
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 0.1 
Crown Point Capital LLC 1.4 
Crown Wealth Management, Inc. Huntington Beach CA US 10.4 
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 121.3 
Cruickshank Capital Management 21.2 
Cruit Financial, LLC 0.0 
Crusader Capital, LLC Southampton NY US 0.0 
Cruson, Gerald T 0.0 
Cruz Registered Investment Advisor, LLC Olympia 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 14.0 
Crystal Capital Management Corporation Saugus MA US 16.0 
Crystal Capital Partners, LLC Bay Harbor Islands FL US 306.5 
Crystal Clear Finances, Inc. 0.0 
Crystal Equity Research New York NY US 0.0 
Crystal Investment Management 1.3 
Crystal Wealth Management, LLC 9.2 
CS Advisors Inc. Boca Raton FL US 40.0 
CS Capital Management Inc Atlanta GA US 715.0 
CS Financial Glendale CA US 0.0 
CS Investment Advisors 0.9 
CSA Financial Advisors, Ltd. Cincinnati OH US 57.2 
CSA Financial Management, Inc. 18.1 
CSA Global Asset Management LLC Lake Oswego OR US 0.0 
CSA Wealth Management, LLC 0.0 
Cscott Financial, Inc. Colorado Springs CO US 0.0 
CSE Capital Management, LLC Endwell NY US 2.8 
Csenge Advisory Group, LLC Clearwater FL US 25.5 
CSG Advisors Incorporated Alpharetta GA US 0.0 
CSG Wealth Management Mcdonough GA US 0.0 
CSH Investment Management Taylorville IL US 16.0 
CSI Capital Management Inc San Francisco CA US 1432.4 
CSM Capital Corporation New York NY US 468.9 
Csmg International, Ltd. Chicago IL US 0.0 
CSR Financial Services, LLC Quincy MA US 0.0 
Cssc Investment Advisory Services, Inc. Troy MI US 0.0 
CSV Advisers, LLC Decatur GA US 0.0 
CT Capital, LLC 0.0 
CT Fixed Income Management, LLC Jackson WY US 33.0 
CT Preferred Investors Management, LLC Wilson WY US 32.5 
CTB Financial Services, Ltd. Saint Louis Park MN US 0.0 
CTC Consulting, Inc. Portland OR US 938.4 
CTC Consulting, LLC Portland OR US 1020.6 
CTD Ria, LLC 0.0 
CTF Financial Services, Inc. Ocala FL US 1.4 
CTM Financial, LLC Knoxville TN US 14.7 
CTM Financial, LLC 8.9 
Ctma Holding LLC 0.0 
CTR Financial Group LLC Summit NJ US 129.0 
CTS Capital LLC Las Vegas NV US 0.0 
CTS Consulting, LLC 0.0 
CTS Financial Planning, Inc. Chicago IL US 193.3 
CTS Strategic Investments, LLC Chicago IL US 144.5 
CU Investment Solutions, Inc. Lenexa KS US 0.0 
Cube Capital LLP London UK 1064.0 
Cubic Advisors, LLC Wayne PA US 0.0 
Cubic Asset Management, LLC Boston MA US 0.0 
Cubic Pye Capital Management, Inc. 20.8 
Cudo Investment Services, Inc. Corvallis OR US 13.0 
CUE Financial Group, Inc. Phoenix AZ US 143.1 
Culbertson A N & Co Inc Charlottesville VA US 0.0 
Cullen Asset Management Lafayette LA US 146.5 
Cullen Capital Management, LLC New York NY US 7349.0 
Cullen Financial Advisors San Francisco CA US 40.0 
Cullen, Fortier Asset Management Westlake Village CA US 27.0 
Culler Witman Financial Advisors, Inc. Fairfax VA US 0.0 
Cullinan Associates Inc Louisville KY US 0.0 
Cullington Hill Advisors, Inc. San Diego CA US 106.0 
Cullum & Burks Securities, Inc. Dallas TX US 31.4 
Culman & Company Lexington MA US 41.6 
Cultiva Capital, LLC 1.5 
Culver Investment Company, LLC Broomfield CO US 89.2 
Cumberland Advisors Sarasota FL US 0.0 
Cumberland Associates Investment Counsel Inc. Toronto Ontario CA 6.7 
Cumberland Associates LLC New York NY US 318.5 
Cumberland Brokerage Corporation Ardmore PA US 1.0 
Cumberland Hill Capital Management LLC Dallas TX US 5.6 
Cumberland Partners, LLC Memphis TN US 0.0 
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 
Cumbrian Financial Stewardship 0.0 
Cummings Bay Advisors, LLC Stamford CT US 0.0 
Cummings Bay Capital Management, L.P. Dallas TX US 24.3 
Cummings Enterprises 2.0 
Cummings Financial Services, Inc 0.1 
Cuna Brokerage Services, Inc. Waverly IA US 374.3 
Cundill Investment Research Ltd. Vancouver CA 2329.2 
Cunningham & Associates, Pllc Troy MI US 16.4 
Cunningham Asset Management, LLC 9.4 
Cunningham Investment Management, LLC Reno NV US 5.9 
Cunnings Financial Carlsbad CA US 0.0 
Cupps Capital Management, LLC Chicago IL US 584.1 
Cura Capital Managment Bronxville NY US 187.6 
Curator Advisory, LLC Santa Maria CA US 19.1 
Curbstone Financial Management Corp. Manchester NH US 128.0 
Curian Capital, LLC Denver CO US 5383.2 
Curley & Associates 0.0 
Curley Investment Services Inc. Rumson NJ US 0.0 
Curo Asset Management, LLC 4.6 
Curran & Lewis Investment Management, Inc. Menlo Park CA US 128.6 
Curran Financial Services Menlo Park CA US 7.6 
Curran Investment Management Albany NY US 189.2 
Currey Financial Consulting 17.3 
Currie Financial 0.3 
Currier Investments Los Angeles CA US 0.0 
Curt F. Fey, Phd, Cfa, Cfp Pittsford NY US 20.0 
Curtin Financial Management, Inc. Wellesley MA US 19.4 
Curtin Financial Services, Inc. Burlington MA US 0.0 
Curtis & Bissonette Inc Lake Placid NY US 42.3 
Curtis Advisory Group, LLC Santa Barbara CA US 26.5 
Curtis C. Rose & Associates 3.4 
Curtis Capital Management 0.0 
Curtis Financial Planning Oakland CA US 21.0 
Curtis Wealth Management Group, LLC Sarasota FL US 17.5 
Curtis, Bailey, Exelby & Sposito Ann Arbor MI US 0.0 
Curtis, Joseph Patch 3.7 
Curtiss Wealth Advisory LLC Waco TX US 0.0 
Curveride Treasury Advisors Raleigh NC US 0.0 
Cushing Mlp Asset Management, LP Dallas TX US 1112.7 
Cushman & Wakefield Real Estate Securities Research, Inc New York NY US 0.0 
Cuso Financial Services, L.P. San Diego CA US 270.3 
Custer Management Inc Dba Level Partners New Albany OH US 32.2 
Custodiet Capital LLC Manhattan Beach CA US 0.0 
Custom Financial Planning, Inc 14.0 
Custom Funds Management Prior Lake MN US 0.4 
Custom House Capital Corporation 6.3 
Custom House Capital Partners LLC 0.0 
Custom Portfolio Group Englewood CO US 79.7 
Customized Portfolios Ltd. 5.5 
Customized Wealth Management, LLC Troy MI US 0.0 
Cuthbert Financial Guidance Decatur GA US 0.0 
Cutlass Investment Consulting, LLC 0.0 
Cutler Capital Management LLC Worcester MA US 250.0 
Cutler Financial Services, LLC Ramsey NJ US 0.0 
Cutler Investment Counsel, LLC Jacksonville OR US 159.8 
Cutter & Company, Inc. Ballwin MO US 338.7 
Cuttingedge Advisors St. Louis MO US 48.0 
Cutwater Asset Management Armonk NY US 28563.7 
Cutwater Asset Management Denver CO US 3711.2 
Cutwater Asset Management Armonk NY US 7783.0 
Cvags, LLC Atlanta GA US 0.0 
CVC Financial Services, LLC Chantilly VA US 0.0 
CVT Financial Planning 0.0 
CWC Advisors, LLC Lake Oswego OR US 219.8 
Cwcapital Investments LLC New York NY US 0.0 
CWD Consulting, Inc 24.7 
CWH Associates, Inc 17.5 
CWM Advisors, LLC Athens GA US 0.0 
CWM Financial Group, Inc. Gaithersburg MD US 34.3 
CWM Ltd. Warrenton VA US 10.0 
Cwm, LLC Johns Creek GA US 0.0 
Cwm, LLC Omaha NE US 869.2 
Cwma Nevada, LLC Las Vegas NV US 5.0 
CWR Financial Services Pueblo CO US 0.0 
Cybele Capital Management, Inc. Ponce PR US 0.0 
Cycles Research Investments LLC Vienna 1140 AT 0.0 
Cygnet Capital 2.5 
Cygnet Financial Freedom House Waterford MI US 53.7 
Cygnet Investment Co., Inc. Westport CT US 14.4 
Cymric Family Office Services Costa Mesa CA US 186.3 
Cynthia L. Conger, Cpa, PA Little Rock AR US 39.3 
Cynthia L. Leitman, Cfp 0.0 
Cynthia Lynn Hardman, Cfp Chagrin Falls OH US 0.0 
Cynthia Rogers, LLC Cincinnati OH US 0.0 
Cypress Advisory Services Ltd., LLP Houston TX US 68.8 
Cypress Asset Management Charlottesville VA US 1119.0 
Cypress Asset Management 40.9 
Cypress Asset Management Inc Houston TX US 439.0 
Cypress Asset Management, Inc. Peoria Heights IL US 0.0 
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 966.5 
Cypress Capital Management US Limited Toronto CA 35.8 
Cypress Capital Management, LLC Wilmington DE US 483.4 
Cypress Capital Management, LLC Sheridan WY US 60.0 
Cypress Capital Management, LLC Lafayette LA US 2.2 
Cypress Capital Partners, LLC Chicago IL US 300.0 
Cypress Coast Investments Pacific Grove CA US 0.0 
Cypress Coast Partners LLC Carmel CA US 24.9 
Cypress Creek Financial Advisors, LLC 0.1 
Cypress Financial Planning 8.1 
Cypress Group LLC Williamsburg VA US 79.8 
Cypress Grove Capital, LLC 0.0 
Cypress Management Advisors Ii, LLC San Francisco CA US 0.0 
Cypress Management Advisors, LLC San Francisco CA US 10.7 
Cypress Point Capital, LLC Tulsa OK US 0.0 
Cypress Point Solutions, LLC San Francisco CA US 49.1 
Cypress Strategies, LLC 5.7 
Cypress Wealth Advisors San Francisco CA US 599.7 
Cypress Wealth Management, LLC 0.2 
Cypress Wealth Management, LLC Dallas TX US 160.2 
Cypresstree Investment Management, LLC New York NY US 2500.0 
Cyrus Asset Management, LLC South Euclid OH US 3.2 
Cyrus Capital Partners, L.P. New York NY US 2322.6 
CZ Capital LLP London UK 363.0 
Czerwinski, John F. 1.3 
CZP Associates Weston CT US 0.0 
           
 
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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