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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Cp Advisors, Inc Warsaw NC US 16.3 
Cp Capital Securities, Inc. Miami FL US 75.0 
Cp Wealth Management, Llc New York NY US 4.0 
Cp2 Limited Sydney AU 669.6 
Cpa Advisory Services, Inc. 38.0 
Cpa Group Investment Management, Llc Panama City FL US 33.6 
Cpa Investment Advisors Virginia Beach VA US 38.6 
Cpa Investment Solutions, Inc. Sarasota FL US 25.2 
Cpa Investment Solutions, Llc Yardley PA US 36.4 
Cpa Portfolio Advisors, Llc Osprey 0.0 
Cpa Wealth Management Services Pa Satellite Beach FL US 238.9 
Cpai, Co. Wichita KS US 0.0 
Cpaplace Financial City Of Industry US 0.0 
Cpasset Management, Inc. Waltham MA US 23.7 
Cpc Financial Planning, Inc King Of Prussia PA US 0.0 
Cpf Texas Plano TX US 0.0 
Cpic International San Francisco CA US 97.5 
Cpmg, Inc. Dallas TX US 956.3 
Cpr Financial Services, Inc. Simi Valley US 0.0 
Cpr Investments Inc 0.0 
Cps Investment Advisors Lakeland FL US 573.6 
Cq Capital 0.0 
Cqs (Us), Llc New York NY US 1321.7 
Cqs Cayman Limited Partnership Camana Bay KY 0.0 
Cr Investment Advisors, Llc Buenos Aires AR 25.0 
Cra Financial Services, L.L.C. Northfield NJ US 244.6 
Craig B. Johnson, Cfp 7.0 
Craig Barrett Financial, Plc Red Rock AZ US 15.1 
Craig Drill Capital Corporation New York NY US 0.0 
Craig Duvarney, Cfp Concord MA US 0.0 
Craig Everett Advisors, Llc Newbury Park US 0.0 
Craig Ritchie & Associates Asset Management 0.0 
Craig V. Castanos Cpa San Diego CA US 0.0 
Cramer Rosenthal Mcglynn Llc New York NY US 12450.9 
Cranbrook Wealth Management, Llc Troy MI US 321.4 
Crandell Financial Planning, Llc 0.0 
Crane Asset Management, Llc Beverly Hills CA US 0.0 
Crane Partners Asset Management, Llc Jersey City NJ US 0.0 
Cranshire Capital Advisors, Llc Northbrook IL US 220.8 
Cranwood Capital Management Llc Rocky River OH US 0.0 
Craton Equity Partners Los Angeles CA US 0.0 
Cravens & Company Advisors, Llc Cookeville US 15.9 
Crawford Advisory Group, Llc Austin TX US 7.2 
Crawford Asset Management, Llc 27.0 
Crawford Investment Counsel Inc Atlanta GA US 3369.5 
Crawford N. Kirkpatrick, Investment Advisor Providence RI US 17.3 
Crc Capital Llc 9.2 
Crcm L.P. San Francisco CA US 252.6 
Creasman 401(K) Plan Advisor, Inc. Asheville US 0.0 
Creative Advisors, Llc Akron OH US 0.0 
Creative Asset Management 3.5 
Creative Asset Management 39.0 
Creative Capital Management Inc San Diego CA US 214.4 
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 18.6 
Creative Financial Design 14.5 
Creative Financial Designs, Inc. Kokomo IN US 524.3 
Creative Financial Planning Advisors, Inc. South Bend US 0.0 
Creative Financial Services, Inc Colorado Springs CO US 18.9 
Creative Financial Solutions Inc. Englewood CO US 45.0 
Creative Financial Solutions, Llc Washington C. H. 0.0 
Creative Financial Strategies, Inc. Littleton 0.0 
Creative Funding Corporation Bloomfield CT US 24.1 
Creative Growth Strategies 13.5 
Creative Investment Research, Inc. Washington US 0.0 
Creative Planning Leawood KS US 5005.8 
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 1.3 
Creative Retirement Planning Sequim WA US 2.0 
Creative Wealth Management, Llc Islandia NY US 59.3 
Crecera Finance Management Company, Llc San Francisco CA US 325.0 
Credicorp Securities Inc Panama 0833 PA 27.8 
Credit Capital Investments Short Hills NJ US 113.7 
Credit Iq, Llc 0.0 
Credit Suisse (Bermuda) Limited New York NY US 119.2 
Credit Suisse Asset Management Limited London (England) UK 4577.6 
Credit Suisse Asset Management, Llc New York NY US 65602.9 
Credit Suisse Hedging-Griffo Servios Internacionais S.A. Sao Paulo BR 2500.0 
Credit Suisse Securities (Usa) Llc New York NY US 14573.1 
Credit Union Enhancements Llc 0.0 
Credit Value Partners, Lp New York NY US 508.8 
Creditsights Advisory Services, Llc New York NY US 0.0 
Credo Capital Management, Llc Baltimore MD US 473.4 
Credo Investment Advisors Llc Bozeman MT US 19.9 
Creegan & Nassoura Financial Group, Llc Portsmouth NH US 145.2 
Creekside Advisors, Inc. 32.9 
Creekside Investment Management, Inc. Brenham TX US 2.0 
Creekside Partners, Inc. Lafayette CA US 121.9 
Creekstone Capital Management, Llc 10.0 
Creighton James Germeroth Scottsdale US 0.0 
Cremac Asset Management, Llc Brooklyn US 799.3 
Crenshaw Associates New York NY US 0.0 
Crenshaw Capital Management 0.0 
Cresap, Inc. Radnor PA US 0.0 
Crescat Portfolio Management Llc Denver CO US 101.3 
Crescendo Advisors Ii, Llc New York NY US 75.0 
Crescendo Capital Management, Llc 2.5 
Crescendo Venture Management, Llc Palo Alto CA US 0.0 
Crescendo Wealth Advisors 0.0 
Crescent Advisor Group, Inc. Dallas TX US 27.4 
Crescent Capital & Research,Inc. 0.0 
Crescent Capital Consulting, Llc New Orleans LA US 630.3 
Crescent Capital Group Lp Los Angeles CA US 6949.0 
Crescent Capital Partners Sydney Nsw AU 0.0 
Crescent City Retirement Group, Llc Kenner LA US 2.7 
Crescent Palm Capital Partners Llc 0.0 
Crescent Sterling Ltd. Metairie LA US 140.2 
Crescent Strategic, Llc 0.1 
Crescent Wealth Capital Management, Llc Atlanta GA US 22.0 
Crescive Financial, Llc Denton US 0.0 
Cressey & Company Lp Chicago IL US 355.7 
Cresskill Financial 0.0 
Cressman Esser Investment Advisors, Inc. Naperville 0.0 
Cressman Investment Management, L.L.C. 9.0 
Crest Financial Services Santa Clara CA US 0.0 
Crest International 0.0 
Crest Investment Partners Llc Palm Beach FL US 28.2 
Crestline Capital, Llc 17.5 
Crestline Management, L.P. Fort Worth TX US 6394.9 
Crestone Asset Management Llc Boulder CO US 875.3 
Crestview Partners New York NY US 4610.2 
Crestwood Advisors Llc Boston MA US 807.6 
Crestwood Capital Management, L.P. New York NY US 1299.4 
Creveling & Creveling Private Wealth Advisory Khlong Toey, Bangkok TH 0.0 
Crew Capital Management, Ltd. Cincinnati OH US 12.3 
Crews Capital Management, Lp 12.5 
Crf Financial Group Indianapolis IN US 356.0 
Crf Financial Services San Diego US 0.0 
Crg Financial Services, Inc. Brookfield WI US 15.7 
Cri Securities, Llc St.Paul MN US 514.8 
Cri Wealth Advisors, L.L.C. Enterprise AL US 0.0 
Crimmins Wealth Management, Llc Woodcliff Lake NJ US 18.1 
Crimson Capital China Inc. Chaoyang District CN 0.0 
Crimson Management Houston TX US 277.0 
Crimson Seahorse Llc La Jolla US 0.0 
Crimson Ventures, Ltd. Brisbane CA US 167.5 
Crinite Financial Strategies Las Vegas NV US 16.6 
Crispian Venture Capital, Llc Plano TX US 0.0 
Criterion Capital Management, Llc San Francisco CA US 1492.2 
Criterion Wealth Management Valencia CA US 153.7 
Critical Capital Management, Inc. Calabasas US 52.0 
Critical Math Advisors Llc Hamilton NJ US 79.6 
Crj Finanacial Security Consultants 0.0 
Crockett & Associates, Inc. 24.5 
Crocketts Llc Rowayton CT US 11.9 
Croft Leominster Inc Baltimore MD US 866.5 
Cromarty Market Research (Cromarty Research & Wealth Management) 0.0 
Cromwell Investment Advisory, Llc College Park MD US 1.0 
Cronan Wealth Management Lexington KY US 5.0 
Crone Wealth Management Pleasanton CA US 0.0 
Cropsey Asset Management, Llc 7.8 
Cross Atlantic Capital Partners, Inc. Radnor PA US 0.0 
Cross Atlantic Partners New York NY US 0.0 
Cross Border Planning Partners, Llc Phoenix AZ US 0.0 
Cross Creek Financial 1.5 
Cross Financial Services Corporation San Antonio TX US 0.0 
Cross Research Llc Livingston NJ US 0.0 
Cross River Management, Llc Ridgefield CT US 24.8 
Cross Shore Capital Management, Llc Great Neck NY US 474.0 
Crossbeam Capital Bethesda MD US 277.3 
Crossbow Capital Mangement 0.0 
Crosscap Management, Inc. Houston TX US 0.0 
Crosscurrent Wealthmanagement, Llc Little Rock AR US 0.4 
Crosscut Ventures Management, Llc El Segundo CA US 0.0 
Crossgate Wealth Advisors Yardley PA US 48.7 
Crosslink Capital, Inc. San Francisco CA US 1809.1 
Crossplan Money Management Seminole FL US 19.2 
Crosspoint Venture Partners Woodside CA US 0.0 
Crossroads Asset Management Llc 0.0 
Crossroads Capital Management, Inc. Carlsbad CA US 18.0 
Crossroads Financial Designs, Inc. Hunt Valley MD US 6.1 
Crossroads Investment Advisors, Llc Salt Lake City UT US 18.8 
Crossvault Capital Management Llc San Antonio TX US 118.5 
Crosswalk Investment Advisory, Inc. Strasburg PA US 5.0 
Crosswind Advisors, Llc 0.0 
Crouch Investment Group, Inc. 0.0 
Crow Financial Advisors Albuquerque NM US 35.0 
Crow Holdings Capital Partners, L.L.C. Dallas TX US 2824.0 
Crow Point Investment Management Corporation Scituate MA US 0.0 
Crow Point Partners, Llc Scituate MA US 927.9 
Crow, Carolyn Eva 7.4 
Crowell, Weedon & Co. Los Angeles CA US 906.1 
Crowell?Roberts Investment Counsel 10.6 
Crowley Wealth Management, Inc. Wilmington DE US 107.8 
Crown Capital Corporation 5.9 
Crown Capital Management Greenbrae CA US 110.6 
Crown Capital Management Llc 0.0 
Crown Capital Securities, L.P. Orange CA 415.6 
Crown Financial Group, Inc. Arlington Heights IL US 21.0 
Crown Jewel Concepts, Llc Orlando FL US 0.3 
Crown Point Capital Llc 1.4 
Crown Wealth Management, Inc. Costa Mesa CA US 11.3 
Croxall Capital Planning Aptos CA US 17.5 
Cruice Financial Organization Or Cruice Financial Planning Westport CT US 122.9 
Cruit Financial, Llc 0.0 
Cruson, Gerald T 0.0 
Cruz Registered Investment Advisor, Llc Olympia WA US 0.0 
Crystal Capital Advisors, Llc 13.7 
Crystal Capital Management Corporation Saugus MA US 17.6 
Crystal Capital Partners, Llc Bay Harbor Islands FL US 319.3 
Crystal Investment Management 2.7 
Crystal Rock Capital Management, Llc. Bannockburn IL US 100.7 
Cs Advisors Inc. Boca Raton FL US 0.0 
Cs Capital Management Inc Indianapolis IN US 151.9 
Cs Capital Management Inc Atlanta GA US 2076.0 
Cs Planning Corp Portland OR US 169.0 
Csa Financial Advisors, Ltd. Cincinnati OH US 0.0 
Csa Financial Management, Inc. 18.0 
Csa Global Asset Management Llc Lake Oswego OR US 0.0 
Csa Wealth Management, Llc 29.7 
Csat Investment Advisory, L.P. Greenwich CT US 234.2 
Cse Capital Management, Llc Endwell NY US 2.9 
Csenge Advisory Group, Llc Clearwater FL US 115.6 
Csg Wealth Management Mcdonough US 0.0 
Csh Investment Management Taylorville IL US 17.0 
Csiof I Jersey Gp Limited St Helier 0.0 
Csj Capital Partners Llp London UK 0.0 
Csl Capital Management, Llc Greenwich CT US 297.0 
Csm Capital Corporation New York NY US 718.9 
Csr Financial Services, Llc Grafton MA US 0.0 
Cssc Investment Advisory Services, Inc. Troy MI US 501.4 
Csw Investment Services Inc. Victoria, B.C. CA 0.0 
Ct Capital, Llc 0.0 
Ct Investment Management Co., Llc New York NY US 2645.2 
Ct Preferred Investors Management, Llc Wilson WY US 26.0 
Ctb Financial Services, Ltd. Saint Louis Park MN US 100.0 
Ctd Ria, Llc 0.0 
Ctf Financial Services, Inc. Ocala FL US 1.0 
Ctm Capital Management, Llc 0.0 
Ctm Financial, Llc 8.0 
Ctm Financial, Llc Knoxville TN US 28.7 
Ctma Holding Llc East Haven CT US 22.0 
Ctr Financial Group Llc Summit NJ US 127.0 
Cts Consulting, Llc 6.6 
Cts Financial Planning, Inc. Chicago IL US 212.3 
Cu Investment Solutions Llc Overland Park KS US 0.0 
Cube Capital Llp London UK 1094.0 
Cubic Asset Management, Llc Boston MA US 447.0 
Cubic Pye Capital Management, Inc. 22.5 
Cue Financial Group, Inc. Phoenix AZ US 164.8 
Cullen Asset Management Lafayette LA US 162.7 
Cullen Capital Management, Llc New York NY US 6931.2 
Cullen Financial Advisors San Francisco CA US 55.0 
Cullen, Fortier Asset Management Westlake Village CA US 34.2 
Culler Witman Financial Advisors, Inc. Fairfax VA US 0.0 
Cullinan Associates Inc Louisville KY US 860.0 
Cultivar Capital, Inc. Denton TX US 110.8 
Culver Investment Company, Llc Broomfield CO US 46.2 
Cumberland Advisors Sarasota FL US 1904.3 
Cumberland Associates Investment Counsel Inc. Toronto Ontario CA 125.0 
Cumberland Associates Llc New York NY US 303.7 
Cumberland Hill Capital Management Llc Dallas TX US 14.1 
Cumberland Partners, Llc Memphis TN US 0.0 
Cumberland Valley Financial Services Inc. 0.0 
Cumberland Wealth Planners Llc 0.0 
Cumbie Advisory Services, Inc Fort Worth TX US 0.0 
Cumbrian Financial Stewardship 0.0 
Cummings Bay Capital Management, L.P. Dallas TX US 173.4 
Cummings Financial Services, Inc 0.9 
Cuna Brokerage Services, Inc. Waverly IA US 445.3 
Cunningham & Associates, Pllc Troy MI US 15.0 
Cunningham Investment Management, Llc Reno 0.5 
Cunnings Financial Carlsbad CA US 0.0 
Cupps Capital Management, Llc Chicago IL US 673.1 
Curator Advisory, Llc Santa Maria CA US 18.8 
Curbstone Financial Management Corp. Manchester NH US 183.0 
Curcio Webb, Llc Pennington NJ US 0.0 
Curian Capital, Llc Denver CO US 7616.2 
Curran & Lewis Investment Management, Inc. Menlo Park CA US 134.5 
Curran Financial Services Menlo Park US 0.0 
Curran Investment Management Albany NY US 215.0 
Currency Insight Ltd. Grand Cayman KY 275.0 
Currey Financial Consulting 17.4 
Curt F. Fey, Phd, Cfa, Cfp Pittsford US 0.0 
Curtin Financial Management, Inc. Wellesley MA US 20.7 
Curtin Financial Services, Inc. Burlington US 0.0 
Curtis & Bissonette Inc Lake Placid NY US 41.0 
Curtis Advisory Group, Llc Santa Barbara US 26.1 
Curtis C. Rose & Associates 0.0 
Curtis Wealth Management Group, Llc St Petersburg FL US 0.0 
Curtis, Joseph Patch 4.0 
Curtiss Wealth Advisory Llc Waco TX US 0.0 
Cushing Mlp Asset Management, Lp Dallas TX US 1840.6 
Cuso Financial Services, L.P. San Diego CA US 469.2 
Custer Management Inc Dba Level Partners New Albany OH US 0.0 
Custom Financial Planning, Inc 13.7 
Custom Financial Services, Llc Huntington NY US 0.0 
Custom Funds Management Prior Lake MN US 0.9 
Custom House Capital Corporation 7.6 
Custom House Capital Partners 0.0 
Custom Portfolio Group Englewood CO US 3.3 
Cuthbert Financial Guidance Decatur GA US 0.0 
Cutler Capital Management Llc Worcester MA US 264.4 
Cutler Investment Counsel, Llc Jacksonville OR US 256.8 
Cutter & Company, Inc. Ballwin MO US 343.9 
Cuttingedge Advisors St. Louis MO US 28.6 
Cutwater Asset Management Armonk NY US 6343.0 
Cutwater Asset Management Armonk NY US 24848.6 
Cuyahoga Capital, Llc New York NY US 0.0 
Cv Advisors Llc Aventura FL US 1944.1 
Cvags, Llc Atlanta GA US 2050.2 
Cvc Capital Partners Advisory Company Limited St. Helier, Channel Islands 0.0 
Cvc Credit Partners, Llc New York NY US 5549.8 
Cvc Financial Services, Llc Chantilly VA US 0.0 
Cvf Capital Partners, Inc. Davis CA US 0.0 
Cvf Management Group, Llc Ithaca NY US 0.0 
Cvt Financial Planning 0.0 
Cwc Advisors, Llc Lake Oswego OR US 200.4 
Cwcapital Investments Llc New York NY US 9253.4 
Cwd Consulting, Inc 0.0 
Cwm Financial Group, Inc. Gaithersburg MD US 34.3 
Cwm, Llc Johns Creek US 0.0 
Cwm, Llc Omaha NE US 901.9 
Cwr Financial Services Pueblo US 0.0 
Cx Advisors Llp New Delhi IN 0.0 
Cx Capital Management Limited Port-Louis MU 0.0 
Cygnet Capital 2.5 
Cygnet Financial Freedom House Waterford MI US 91.5 
Cygnet Investment Co., Inc. 17.2 
Cygnus Asset Management Madrid ES 0.0 
Cynthia L. Leitman, Cfp 0.0 
Cypress Advisors Inc. New York NY US 351.8 
Cypress Advisory Services Ltd., Llp Suite 250 TX US 101.9 
Cypress Asset Management Charlottesville VA US 777.0 
Cypress Asset Management 36.8 
Cypress Asset Management Inc Houston TX US 474.1 
Cypress Asset Management, Inc. Peoria Heights IL US 0.2 
Cypress Capital Group Palm Beach FL US 117.5 
Cypress Capital Management Gp Llc San Francisco CA US 113.4 
Cypress Capital Management Us Limited Vancouver, British Columbia CA 48.1 
Cypress Capital Management, Llc Wilmington DE US 569.0 
Cypress Capital Management, Llc Sheridan WY US 68.0 
Cypress Capital Partners, Llc Chicago IL US 312.0 
Cypress Coast Investments Pacific Grove US 0.0 
Cypress Coast Partners Llc Carmel CA US 22.1 
Cypress Financial Planning Westville NJ US 14.0 
Cypress Point Capital, Llc 0.0 
Cypress Point Solutions, Llc San Francisco CA US 107.3 
Cypress Strategies, Llc 0.5 
Cypress Wealth Advisors San Francisco CA US 681.5 
Cypress Wealth Management, Llc Dallas TX US 180.4 
Cyprium Partners Cleveland OH US 489.4 
Cyrus Capital Partners, L.P. New York NY US 2118.8 
Cz Capital Llp London UK 160.0 
Czech Asset Management, L.P. Old Greenwich CT US 1028.1 
Czerwinski, John F. 1.3 
Czp Associates Weston 0.0 
Czurak Wealth Management, Llc Tyler TX 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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