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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Ion Partners, LLC 2.0 
Ionic Capital Management LLC New York NY US 2224.8 
Ipex, Inc. Plymouth MI US 72.9 
Ipfp, Inc. Middletown OH US 0.0 
IPG Investment Advisors, LLC San Diego CA US 530.5 
IPI Wealth Management, Inc. Decatur IL US 593.3 
Ipic, Inc. Keene NH US 42.6 
Ipm Baltimore MD US 6.4 
IPM Informed Portfolio Management AB Stockholm SE 8131.0 
Ipox Capital Management, LLC Chicago IL US 19.8 
Ipro One Management, Inc. Fort Myers FL US 0.0 
Ipswich Investment Management Company, Inc Ipswich MA US 266.2 
IQ Financial Services, Inc. 10.0 
IQ Investment Advisors LLC New York NY US 1549.9 
IQ Trends Private Client Asset Management Carlsbad CA US 67.8 
Iqtick Advisors Santa Cruz CA US 1.3 
IRA B. Marshall Reg. Inv. Adv. (Ria) Bus. Fin. and Ins. Planning 0.0 
IRA Group, Inc. Atlanta GA US 0.0 
IRA Peregoff Consulting 0.0 
IRA S. Cohen Inc Bakersfield CA US 125.1 
IRA Solutions, Inc. San Diego CA US 0.0 
IRA Wealth Management EL Segundo CA US 0.0 
Irene Mack, Cpa, A Professional Corporation Costa Mesa CA US 0.0 
IRI Investment Advisors, LLC Irvine CA US 45.0 
IRI Investment, LLC Irvine CA US 55.0 
Iridian Asset Management LLC Westport CT US 8484.0 
Iris Advisors New York NY US 9.2 
Iris Capital Management Lake Oswego OR US 0.0 
Iron Capital Advisors Inc. Atlanta GA US 2343.9 
Iron Castle Asset Management LLC Los Angeles CA US 0.0 
Iron Eye Strategies, LLC 0.0 
Iron Financial LLC Northbrook IL US 1454.9 
Iron Horse Capital Management L.P. New York NY US 218.4 
Iron Leaf Advisors, LLC 0.0 
Iron Lion Capital Shorewood WI US 0.0 
Iron Logic Wealth Advisory, LLC Atlanta GA US 0.0 
Iron Partners LLC Chicago IL US 270.2 
Iron Peak Capital Management LLC Wilton CT US 542.5 
Iron Street Research, Inc. Salina KS US 0.0 
Iron View Capital Ridgeland MS US 0.0 
Ironbound Capital Management LP Princeton NJ US 82.6 
Ironbridge Capital Management, LP Oakbrook Terrace IL US 9099.0 
Ironbridge International, Ltd. London UK 4155.1 
Ironbrook Financial Peoria IL US 0.1 
Ironclad Investments LLC Orlando FL US 86.5 
Irongate Financial Services, Inc. Englewood CO US 5.0 
Irongate International LLC Moline IL US 271.7 
Irongate Partners, Inc. Wilmington NC US 55.3 
Irongate Wealth Services, Inc Denver CO US 0.7 
Ironman Capital Management, LLC Houston TX US 146.8 
Ironmark Advisors, LLC Plano TX US 188.9 
Ironoak Advisors LLC Richmond VA US 821.6 
Ironstone Securities, Inc. Raleigh NC US 0.1 
Ironwood Asset Management, LLC Scottsdale AZ US 110.5 
Ironwood Capital Management Corp San Francisco CA US 1666.7 
Ironwood Investment Counsel, LLC Phoenix AZ US 527.1 
Ironwood Investment Management, LLC Boston MA US 0.0 
Ironwood Wealth Advisors, LLC Scottsdale AZ US 56.0 
Ironwood Wealth Management, LLC Phoenix AZ US 127.0 
Irus Advisory Corporation Philadelphia PA US 0.0 
Irving Magee Investment Management, LLC Philadelphia PA US 104.0 
Irving Park Capital Group, LLC Portland OR US 0.0 
Irving Planning & Investments, Ltd. Lakewood CO US 40.0 
Irvington Capital LLC Portland OR US 35.0 
Irwin Investments, LLC 4.0 
Irwin Union Advisory Services Columbus IN US 123.6 
Isaac Financial Services, Inc. Wichita KS US 2.5 
Isaac Mayanja Redmond WA US 0.0 
Isaacman, Max San Francisco CA US 4.4 
Isaacson Investment Advisors, Inc. Boynton Beach FL US 0.0 
Isaacson, David M Waltham MA US 0.0 
Isakov Planning Group Inc. New York NY US 12.0 
ISC Financial Advisors Minneapolis MN US 395.5 
ISC Financial Advisors Albert Lea MN US 0.0 
ISC Financial Corporation 0.0 
Isgrig Capital Asset Management, LLC 0.0 
ISI Financial Group Inc Lancaster PA US 190.8 
Isis Investment Counsel, LLC 0.0 
Iskander Global Investments, Inc. Goldsboro NC US 0.0 
Islamorada Investment Management, LLP Tavernier FL US 9.7 
Island Grove 6.8 
Island Partners, Inc. 0.0 
Isource Capital Management, LLC 0.0 
Israel Investment Advisors, LLC Denver CO US 2.1 
Israels Ferguson Asset Advisors LLC 13.4 
ISS Governance Services Rockville MD US 0.0 
Itau USA Asset Management New York NY US 469.5 
ITB Advisors LA Jolla CA US 33.1 
Ithaka Financial Planning, LLC Bethesda MD US 2.3 
ITR Capital Management, LLC Boscawen NH US 0.0 
Itros Capital Management, LLC Denver CO US 150.0 
ITS Asset Management, L.P. Washington PA US 1180.2 
IUR Capital, LLC London UK 0.9 
Ivan Capital Management, Inc. 9.2 
Ivan Zabaloieff Money Management Partnership, LP 0.7 
Ives Asset Management Inc Scottsdale AZ US 68.6 
Ivory Global Capital Group Fresno CA US 12.3 
Ivory Investment Management, L.P. Los Angeles CA US 4174.9 
Ivy Advisors, LLC 0.0 
Ivy Asset Management LLC Uniondale NY US 0.0 
Ivy Financial Advisors Prospect OH US 0.0 
Ivy Financial Planning & Associates Los Gatos, CA CA US 0.0 
Ivy Investment Management Company Overland Park KS US 46101.7 
Ivy League Financial Advisors LLC Rockville MD US 80.1 
Ivy League Financial Services,Inc Tempe AZ US 0.0 
Ivy M. Davis, Cpa, Pllc 0.0 
Ivy Ridge Asset Management, LLC 8.1 
Iwamoto Kong Wealth Management Group Irvine CA US 0.0 
IWP Wealth Management LLC Denver CO US 381.2 
Ixora Capital Management, LLC San Francisco CA US 0.0 
Izara Capital Management, LLC New York NY US 338.4 
           
 
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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