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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
JA Investment Management, LLC Hurricane WV US 11.5 
JAB Partners Gp, LLC Washington DC US 3.3 
Jablonski-Madill, Inc. Duluth MN US 18.0 
JAC Wealth Management Services, LLC 11.2 
Jack A.young & Associates, Inc. Batavia IL US 0.0 
Jack Clark Smith LLC 11.0 
Jack Corsiglia 0.0 
Jack Keeter & Associates, Inc. Anaheim CA US 34.0 
Jack L. Bartz Inc Shelton WA US 0.0 
Jack Patterson & Co. Coral Gables FL US 25.0 
Jack Ryan & Associates Colorado Springs CO US 0.0 
Jack Taylor & Associates 0.0 
Jack V. Butterfield Investment Company Jackson MI US 0.5 
Jackman Investment Advisors 0.4 
Jackson Asset Management, Inc San Diego CA US 13.9 
Jackson Consulting, LLC Bartlett TN US 0.0 
Jackson Financial Advisors Scottsdale AZ US 0.0 
Jackson Financial Advisors, Inc. Newton MA US 8.7 
Jackson Financial Management Costa Mesa CA US 0.0 
Jackson Financial Services 26.0 
Jackson Financial Services LLC Dallas TX US 0.0 
Jackson Financial Services, LLC Mt. Pleasant SC US 693.0 
Jackson Financial, Investment & Retirement Services, Inc. Melbourne FL US 6.7 
Jackson Jackson Schroeder, Inc. 26.6 
Jackson Money Management, Incorporated 0.0 
Jackson National Asset Management, LLC Lansing MI US 65789.3 
Jackson Securities Incorporated Atlanta GA US 6.1 
Jackson Taylor Investment Securities 12.8 
Jackson Thornton Asset Management, LLC Montgomery AL US 564.9 
Jackson Wealth Advisors, Inc. LA Crescenta CA US 0.0 
Jackson, Grant Investment Advisers, Inc. Stamford CT US 0.0 
Jacob Asset Management of New York LLC Manhattan Beach CA US 62.9 
Jacob William Advisory Timonium MD US 54.2 
Jacob, Steven Francis 0.0 
Jacobe Investments Houston TX US 29.2 
Jacober Investment Management, Inc. 12.0 
Jacobs & Co San Francisco CA US 230.4 
Jacobs & Company Charleston WV US 30.7 
Jacobs Broel Asset Management, LLC 26.8 
Jacobs Financial Management, LLC Towson MD US 12.0 
Jacobs Investment Management, LLC Nashville TN US 26.0 
Jacobs Levy Equity Management Florham Park NJ US 9674.1 
Jacobsen Capital Management Salt Lake City UT US 105.0 
Jacobsmeyer Consulting LLC 0.0 
Jacobson & Schmitt Advisors, LLC Madison WI US 94.0 
Jacobson and Associates Santa Rosa CA US 3.3 
Jacobus Wealth Management Inc Milwaukee WI US 577.8 
Jacqueline L. Powell & Associates, Inc. Carlisle PA US 0.0 
Jacques Advisors, LLC 0.0 
Jade Financial Advisors, LLC 0.0 
Jade Private Wealth Management, LLC Mclean VA US 33.8 
Jade River Capital Management, LLC 8.0 
Jadeite Capital Global Advisors, LLC New York NY US 0.0 
Jadis Financial Services, LLC Uniondale NY US 0.0 
Jadis Investments LLC Uniondale NY US 0.0 
JAE Consulting Inc 54.7 
Jaeger Investments 3.5 
Jaffe Asset Management LLC Beverly Hills CA US 0.0 
Jaffe Financial Services, LLC Westlake Village CA US 21.0 
Jaffe Wealth Management & Consulting, Inc. Memphis TN US 57.6 
Jaffetilchin Investment Partners, LLC Tampa FL US 279.2 
JAG Advisors St. Louis MO US 830.6 
Jaguar Investment Services, Ltd Marana AZ US 42.9 
JAH Financial Management Hockessin DE US 1.2 
Jahn Investment Advisors San Francisco CA US 140.0 
Jain Capital Management LLC 0.0 
Jaism LLC 0.0 
Jalenak Capital Management, Inc. Memphis TN US 30.8 
Jamaal Wilkes Financial Advisors LLC Los Angeles CA US 0.0 
Jamar Management Company 12.7 
Jamerica Financial, Inc. Minneapolis MN US 28.7 
James A Kendall Mba/Cpa/Cfp Fort Worth TX US 0.0 
James A. Casella Cpa Freehold NJ US 0.0 
James A. Jimenez San Jose CA US 0.0 
James Alan White Cpa Huntington Beach CA US 0.0 
James Asset Management, LLC 4.3 
James B. Harrell Interests, L.L.C. Dallas TX U. 0.0 
James Barry Coffman Georgetown TX US 0.0 
James C. Brocke Cfp, LLC Indianapolis IN US 0.0 
James Caird Capital Partners, LLC Wheaton IL US 108.0 
James Capital Alliance Inc Xenia OH US 629.7 
James Capital Management, LLC 8.6 
James D. Brimer Midland TX US 0.0 
James D. Maxon Financial Advisors, LLC Woburn MA US 15.0 
James D. Vooys Cpa/Pfs 4.7 
James E. Dickson, Cpa,Cfp Ames IA US 0.0 
James E. Foust Cfp Glens Falls NY US 0.0 
James E. Reppert & Associates Laguna Hills CA US 0.0 
James E. Rodgers & Co. Hamlin TX US 0.0 
James E. Weiss Inc. Troy NY US 14.1 
James E.bashaw & Co. Houston TX US 1250.0 
James Earnest Investments 10.0 
James Edward Haverstock 0.0 
James F. Haskins D/B/A Haskins Financial Co. Kailua HI US 25.4 
James F. Maino, Registered Investment Counsellor, Inc. Avila Beach CA US 87.9 
James F. Reitan Cfp LLC 0.0 
James Financial Services Mclean VA US 0.0 
James G. Ingram, LLC 1.5 
James G. Mcclellan Cpa Sugar Land TX US 13.4 
James H. Denning 0.0 
James H. Quinn, Cfp 5.0 
James Holmes 0.0 
James Horton, LLC 22.4 
James Investment Advisers, LLC 6.0 
James Investment Research Inc Xenia OH US 2213.7 
James J. Varaklis & Company, Inc. Lebanon NJ US 0.0 
James Kirby Accountancy Corporation Brea CA US 0.0 
James L. Buck Financial Services Inc. St. Peterburg FL US 2.9 
James L. Finefrock and Associates Corp. Dayton OH US 0.0 
James L. Watt Financial Advisors, Ltd. 35.0 
James M. Henretta Clu, Chfc, & Associates Financial Services Lyndhurst OH US 0.0 
James M. Kearney, Jr. Registered Investment Adviser 5.0 
James Mccusker & Associates Chelmsford MA US 107.2 
James N. Bray, Phd Dba Investment & Retirement Advisors Seattle WA US 47.3 
James N. Schneringer 0.0 
James O. Lunney, Cfp Littleton CO US 0.0 
James P. Bellew, Cpa/Pfs, Cfp 0.0 
James P. Hanson Accountancy Corporation 3.2 
James Pappas Investment Counsel LLC 22.7 
James R. Davis 0.0 
James R. Glover, Inc. Baltimore MD US 0.0 
James R. Martin Consulting, Inc Vancouver WA US 208.4 
James Reed Financial Services, Inc. Beachwood OH US 156.5 
James River Asset Management, LLC Richmond VA US 49.0 
James River Capital Corp. Christiansted VI US 653.4 
James Ruthsatz Pinnacle Advisors LLC Sandusky OH US 0.0 
James S. Marroquin, Cfp Austin TX US 0.0 
James Share Asset Management, Inc 0.0 
James Stuart, III Lincoln NE US 0.0 
James T. Borello & Co. East Dundee IL US 0.0 
James V. Lau 13.2 
James W. Cartee, Cpa Atlanta GA US 0.0 
James W. Walker, P.A. Naples FL US 0.1 
James Wilson More 0.0 
Jamison & Mccarthy Investment Advisors, LLC 0.0 
Jamison Eaton & Wood Inc Bedminster NJ US 921.4 
Jamison Prince Asset Management, Incorporated New York NY US 97.5 
JAN S. Glade, Cpa (Apc) 0.0 
Jana Partners LLC New York NY US 2850.8 
Janal Capital Management LLC Rochester NY US 11.8 
Janco Capital Management, LLC Greenwood Village CO US 0.0 
Janco Investment Counsel, LLC Milwaukee WI US 0.0 
Jane Bryk 0.0 
Jane C. Kelley 0.0 
Jane Capital Management 12.7 
Jane Delfendahl Strategy 0.5 
Jane Siegel & Associates Ashland MA US 0.0 
Janelle Heck, Cfp 0.0 
Janet Christine Wygle - Financial Advisor Ketchum ID US 0.0 
Janet Gurley Katz, LLC 10.0 
Jani R. Marcellis - Marcellis Financial Management Oshkosh WI US 0.0 
Janice Penar Cpa/Pfs Cfp, P.S. Spokane WA US 0.9 
Janiczek & Company, Ltd. Greenwood Village CO US 331.6 
Janiczek Financial Advisors, LLC 0.5 
Janis Financial, LLC Poulsbo WA US 0.0 
Janney Montgomery Scott LLC Philadelphia PA US 8918.7 
Jannsen Wealth Management, S.C. Pewaukee WI US 19.7 
Janoski Investment Advisory Service, LLC Clarks Summit PA US 0.8 
Janotx Advisors, Inc. Houston TX US 0.0 
Jans Capital Management 4.0 
Jansson Financial Svcs Warner Robins GA US 15.1 
Jantorno Financial Advisors, LLC Princeton NJ US 22.0 
Jantz Morgan LLC Boston MA US 20.8 
Jantzen & Loeber Wealth Management, LLC Tulsa OK US 2.5 
Janus Denver CO US 126070.2 
Janus Capital Singapore Pte. Limited Singapore SG 0.0 
Japan Credit Rating Agency Ltd Tokyo Japan JP 0.0 
Jarab, Inc. 7.0 
Jarbidge Trading, LLC 0.3 
Jarislowsky Fraser Ltd Montreal Quebec CA 46340.9 
Jarvis Global Investments LLC 0.0 
Jarvis, William 0.0 
JAS Financial Serivces, Inc. 2.0 
JAS Financial Services, Inc. 5.6 
Jas. Smith Advisors Middletown CT US 0.0 
Jasinkiewicz Capital Management, LLC Short Hills NJ US 410.9 
Jason, Samuel J. Los Angeles CA US 0.0 
Jasper Funds LLC Stamford CT US 0.0 
JAT Investment Advisors 30.0 
Jataj Wealth Management, LLC Fitchburg WI US 5.7 
Javelin Investment Management, LLC Princeton NJ US 12.0 
JAY A. Fishman, Ltd Troy MI US 372.2 
Jay Hesselgrave Financial Planning and Investment Advisory Servi 29.8 
Jay Lake Investment Management 7.0 
Jaye C. Jarrett & Co., Inc. 0.0 
Jayhawk Capital Management, L.L.C. Mission KS US 0.0 
Jayhawk Private Equity GP Ii, L.P. Mission KS US 0.0 
Jayhawk Private Equity Gp, L.P. Mission KS US 153.6 
JB Financial Services, Inc. Omaha NE US 20.4 
JB Independent Financial, Inc. 31.5 
JB Investment Management, LLC Brookfield WI US 524.0 
JB Meridian Advisors, LLC Clermont FL US 2.0 
JB Wealth Management LLC 0.0 
JBA Financial Advisors Timonium MD US 5.5 
JBA Senior Solutions 0.8 
JBB Financial, LLC 0.0 
JBF Capital, Inc. 352.7 
Jbglobal.com LLC New York NY US 35.2 
JBR Co. Financial Management Inc. Ardmore OK US 29.7 
JBW Capital Management LP Dallas TX US 28.0 
JC Capital Management LLC 4.5 
JC Financial Planning & Investments, LLC 13.9 
JC Investment Management 9.5 
JC Miano Investment Advisory Utica NY US 45.0 
JC Star Financial Services 0.0 
Jcal Capital Management, LLC 0.0 
JCB Financial, Inc. 3.0 
JCD Investments, LLC Columbus IN US 23.9 
JCE Consulting, Inc. Mill Valley CA US 0.0 
JCM Advisors of Crystal River, LLC Hernando FL US 8.1 
JCM Capital Management 7.0 
JCM Capital Management, Inc. Arlington TX US 8.7 
JCN Investments, LLC 4.6 
JCP Investment Management, LLC Houston TX US 10.2 
JCP Securities Irvine CA US 0.0 
JCW Partners, LLC Honolulu HI US 35.5 
JD Capital Management San Diego CA US 0.9 
JD Capital Management LLC Greenwich CT US 347.7 
JD Investment Management 0.6 
JD Investment Management Services, LLC Tallahassee FL US 0.0 
JD Investment Management, LLC Salt Lake City UT US 24.7 
JD Miller Cpa, A Professional Corporation Vallejo CA US 17.6 
JD Powers Financial Services, Inc. Knoxville TN US 7.8 
JDC Financial Management Metairie LA US 65.0 
JDC Planning, LLC 0.0 
JDG Management, LLC Rancho Santa FE CA US 1.0 
JDG Wealth Management Group, LLC Arlington TX US 0.0 
JDH Capital Management LLC Denver CO US 0.0 
JDH Wealth Management, LLC Santa Rosa CA US 74.4 
JDK Financial Advisors, LLC 0.0 
JDM Financial Group LLC 39.9 
JDM Financial Services Corporation Miami FL US 12.2 
JDN Capital Management, L.P. San Ramon CA US 83.1 
JDN Financial LLC 0.0 
JDP Capital Management San Diego CA US 0.0 
JDP Management Carlsbad CA US 0.0 
JDS Financial Planning 0.0 
JDS Wealth Management Corp. Mooresville NC US 0.0 
JDV Capital Partners, LLC Charlottesville VA US 0.0 
JE Wilson Advisors, LLC Columbia SC US 105.1 
Jean Marie Marden, Ma, Cfp 0.0 
Jean S. Mendenhall, C.F.P. 0.0 
Jeanco Financial,Inc. Newport Beach CA US 35.0 
Jeanette Frances Terry 29.0 
Jeanne M. H.keller 0.0 
Jeanneret J P Associates Inc Liverpool NY US 99.1 
Jedi Management, Inc. Fort Lee NJ US 14.8 
Jedi, LLC Mercer Island WA US 0.0 
Jeff Harris & Associates, Inc. Harrisonburg VA US 45.4 
Jeff Sprowles and Associates, LLC 0.0 
Jefferies Asset Management, LLC Stamford CT US 514.5 
Jefferies Capital Management, Inc. Los Angeles CA US 1136.0 
Jefferies Investment Advisers, LLC New York NY US 1603.5 
Jefferson Asset Management 7.3 
Jefferson Douglas Corporation Roseville CA US 10.2 
Jeffery & Jeffery Capital Management, Inc. Rochester NY US 0.0 
Jeffery & Teegardin Capital Management Inc Rochester NY US 0.0 
Jeffery Asset Management LLC New York NY US 309.5 
Jeffery C. Welch and Associates, Inc. 12.6 
Jefferys Capital Management 0.0 
Jeffrey A Bogart Investment Advisor Mayfield Hts OH US 12.2 
Jeffrey B. Hall Columbus OH US 0.5 
Jeffrey B. Waxman, Inc. 17.1 
Jeffrey Gall Wealth Advisors Walnut Creek CA US 0.0 
Jeffrey Jacob Holland Investments, LLC 0.0 
Jeffrey M. Schroeder, P.A. Longwood FL US 7.0 
Jeffrey Matthews Wealth Management, LLC Millburn NJ US 0.0 
Jeffrey N. Mehler, Cfp LLC Essex CT US 84.0 
Jeffrey N. Siegel 0.0 
Jeffrey R. Jacobs, Cpa Miami FL US 0.0 
Jeffrey T King 26.5 
Jeffrey Wilkins, Registered Investment Adviser 0.0 
Jeffries Capital Management, LLC Menlo Park CA US 27.0 
Jeffs, Robin 45.1 
JEH Financial Advisors LLC 1.5 
Jela Financial Services, Inc. 0.5 
JEM Financial Services, Inc 0.0 
Jemico, Incorporated Draper UT US 75.3 
Jemstep Investment Advisers, Inc Los Altos CA US 0.0 
Jemstep, Inc. Los Altos CA US 0.0 
Jeneva Investment Advisors Inc. Atlanta GA US 25.7 
Jenkins Wealth Management Group, Inc. Centennial CO US 0.0 
Jenkins Wealth Management, Inc. LA Mesa CA US 0.0 
Jennings Asset Management, LLC New York NY US 0.5 
Jennings Financial Planning, Inc. Honolulu HI US 5.4 
Jennings Investment Advisors, LLC Wilson WY US 81.0 
Jennings Investment Group, Inc. Smyrna TN US 0.0 
Jennings, Colin Roswell GA US 0.0 
Jennison Associates LLC New York NY US 0.0 
Jenny A Puchta Cpa 0.0 
Jensen and Associates, Inc. Tampa FL US 0.0 
Jensen Investment Management Inc. Lake Oswego OR US 5414.0 
Jensen Investors, Ria 1.5 
Jentner Financial Group Akron OH US 186.0 
Jepsen Consulting 25.1 
Jepson Financial Advisors, P.A. Caribou ME US 29.8 
JER Management, LLC Mclean VA US 1043.2 
Jeremy Washington Financial Services 4.0 
Jerich Insurance Agency Inc. Leechburg PA US 0.0 
Jermyn Capital (Singapore) Pte. Ltd. Singapore SG 61.6 
Jernigan, Kinsella L.L.C. Mount Prospect IL US 0.0 
Jerome Lewis 0.0 
Jerrmar Capital Management, Inc. Troy MI US 92.0 
Jerrold S. Wicentowski Milwaukee WI US 0.0 
Jerry J Davis Cpa PC Gresham OR US 0.0 
Jerry Love Financial Services, LLC Abilene TX US 0.0 
Jerry M. Glaze and Associates 0.0 
Jerry Potter Financial 0.0 
Jersey Benefits Advisors 10.1 
Jersey Fortress Capital Partners Miami Beach FL US 0.0 
Jersey Shore Financial Advisors LLC Red Bank NJ US 2.3 
Jersin Financial Services 11.0 
Jervis Alternative Asset Management Co. (Jaamco), LP 8.6 
Jess S. Morgan & Co., Inc. Los Angeles CA US 172.3 
Jesse Gomez Financial Services Inc 4.0 
Jesse Investment Advisors Inc Louisville KY US 25.9 
Jessnick Capital Management,LLC San Francisco CA US 8.1 
Jesup & Lamont Advisors New York NY US 0.0 
Jesup & Lamont Securities Corp. New York NY US 26.0 
JET Capital Investors, LP New York NY US 350.0 
JET Capital Management, Inc. Dallas TX US 0.5 
Jeta Grove, LLC Boston MA US 2.6 
Jetstream Capital LLC Brentwood TN US 516.6 
Jewel Arrington, LLC 0.0 
JF Actuarial Services, Inc. Hatboro PA US 0.0 
JF Capital Management LLC Clemson SC US 0.0 
JF Financial Group, Inc. 1.3 
JF International Management Inc. Hong Kong HK 2038.0 
JFA Advisors, LLC Greenville SC US 0.0 
JFG Investments, LLC Philadelphia PA US 2.7 
JFL Financial Services, LLC Newburyport MA US 10.6 
JFL Innovative Investment, LLC Fairfield NJ US 0.0 
JFR Financial Services, Inc. Trenton MI US 20.1 
Jfrq Consulting San Francisco CA US 0.0 
JFS Wealth Advisors, LLC Hermitage PA US 739.2 
JFS Wealth Advisors, LLC Hermitage PA US 0.0 
JG & A Financial Services Sioux City IA US 0.0 
JG Advisor Consult 0.0 
JG Advisors, LLC 106.0 
JG Financial Consulting Aberdeen NC US 0.0 
JG Rubin Financial Services Plymouth MA US 0.0 
JGE Capital Management, LLC San Francisco CA US 405.7 
JGM Financial Management 0.0 
JGS Wealth Management, LLC Colchester CT US 0.0 
JH White Financial Services LLC 9.5 
JHC Holding LLC Roseland NJ US 0.0 
JHK Partners, L.P. Houston TX US 0.0 
JHS Capital Advisors, Inc. Tampa FL US 92.9 
Jhwim Fund Management Company, LLC New York NY US 394.1 
Jill Mullins, Cfp (Tm) 0.0 
Jill Peetluk Feinstein, Cfp Melville NY US 19.3 
Jim Everett Company, LLC 22.6 
Jim Hannley, LLC Tucson AZ US 2.9 
Jim Manley Associates, LLC Cranbury NJ US 0.0 
Jim Mckeever, Cfp, Chfc Newport Beach CA US 9.3 
Jim Neuman & Associates, P.C. Longview TX US 0.0 
Jim Poe and Associates Inc. Ft. Worth TX US 27.7 
Jim Seagrave & Associates Middlefield CT US 0.0 
Jin & Associates 0.0 
JJ Investment Company 34.7 
JJK Investment Management 0.0 
JJM Financial Strategies Inc Newtown PA US 107.8 
JJP Capital Management, Inc. Columbia MO US 122.0 
Jjsa Advisors, Ltd. Virginia Beach VA US 30.0 
JK Financial Planning,Inc. Vernon Hills IL US 0.0 
JK Harris Advisors, LLC Goose Creek SC US 0.0 
JK Investment Group, Inc. Independence OH US 0.0 
JK Investments 0.0 
JK Jones Financial Network Lancaster OH US 0.0 
JKM Investment Management LLC 0.0 
Jkmilne Asset Management Fort Myers FL US 1776.8 
JKR Asset Management Ashland IL US 0.0 
JL Capital Management Toluca Lake CA US 3.4 
JL Investments Mineapolis MN US 0.0 
JL Investments, LLC Farmington Hills MI US 0.0 
JL Squared Group, LLC Philadelphia PA US 270.1 
Jlambert Investments Reno NV US 0.0 
JLB & Associates Inc Plymouth MI US 348.4 
JLB Capital Management LLC San Diego CA US 0.0 
JLB Investments, LLC Lodi NJ US 0.0 
JLF Asset Management, L.L.C. Del Mar CA US 795.0 
JLF Investments, Pllc 5.0 
Jlfranklin Wealth Planning Larkspur CA US 43.1 
JLJ Capital Management, LLC 20.1 
JLK Asset Management, L.L.C. Manhasset NY US 0.0 
JLP Financial Solutions, LLC Broadview Heights OH US 0.0 
JLP Management Associates, LLC Lincolnshire IL US 98.1 
JLS Capital Los Angeles CA US 0.0 
Jltd Advisors, LLC Chicago IL US 40.1 
           
 
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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