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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
JM Egan Wealth Advisors, LLC Madison NJ US 102.4 
JM Lotshaw Consulting 4.5 
JMA Financial Advisors, Inc. Irving TX US 45.0 
JMB Capital 1.2 
JMB Financial Managers, Inc. Irvine CA US 0.0 
JMC Advisory Services 0.0 
JMC Capital Management, LLC Chicago IL US 0.2 
JMC Wealth Management, Inc. Chicago IL US 0.0 
JMG Advisor Research, LLC Oak Brook IL US 0.0 
JMG Capital Advisors, LLC Aurora IA US 0.0 
JMG Financial Group Ltd Oak Brook IL US 1251.5 
JMH Wealth Management, LLC Hanover NH US 41.9 
JMI Financial Services, Inc Canal Fulton OH US 6.9 
JMM Financial, LLC 11.4 
JMN Financial, LLC Westlake Village CA US 4.0 
JMR Capital Management Inc San Francisco CA US 30.0 
JMR Financial Inc 0.0 
JMW Asset Advisors, LLC Baltimore MD US 13.2 
JMW Capital Partners, LLC Crossville TN US 0.0 
JNA Advisors, LLC Boulder City NV US 0.0 
Jnba Financial Advisors Inc Bloomington MN US 369.2 
JNF Advisors, Inc. Louisville KY US 231.6 
JO Hambro Capital Management Limited London UK 9903.0 
Jobes Solo Investment Group, LLC Houston TX US 73.0 
Jocelyn Investment Management, LLC San Rafael CA US 0.0 
Jochems Financial Services, Inc. Windsor CO US 0.7 
Jody M. Wingrove 6.0 
Jody Paviglionite, Cpa Registered Investment Advisor Guilford CT US 12.6 
Joe Carter Beeville TX US 7.0 
Joe Feshbach Partners, LLC Palo Alto CA US 17.8 
Joe Knopp, LLC Dayton OH US 0.0 
Joe Stocks, LLC Stockbridge GA US 3.1 
Joe T. Lamb, Investment Advisor 12.6 
Joel D. Andrews, LLC Denver CO US 0.0 
Joel Isaacson & Co., Inc. New York NY US 1355.5 
Joel Isaacson & Co., LLC New York NY US 1751.7 
Joel R Mellor & Associates LLC Bellevue WA US 21.5 
Joel R. Mogy Investment Counsel Inc. Beverly Hills CA US 708.2 
Joel Smith & Associates, LLC Atlanta GA US 0.0 
Joerger Financial Management, Inc. Los Altos CA US 8.2 
Johannsen & Associates, Inc. Santa Barbara CA US 15.0 
Johansen Group, Inc. West Hartford CT US 61.8 
John A. Poole-Financial Advisor Hermitage TN US 0.0 
John A. Steel Company, LLC New York NY US 0.0 
John A. Swinford, Inc. 5.1 
John A. Wolfe & Associates, Inc. Portage MI US 400.2 
John Alex Cheplick 0.0 
John Andrew Gaines Laguna Niguel CA US 0.0 
John B. Macdonald, Inc. Houston TX US 0.0 
John Bowen Investment Management Coronado CA US 48.3 
John Boyer, Inc. Tampa FL US 0.0 
John C. Farrell, Cfp(R), Chfc Delaware OH US 7.0 
John C. Foti, Dba Experient Portfolio Management 2.8 
John C. Gower, Cfp, EA St. Louis MO US 19.2 
John C. Plisky and Associates Brielle NJ US 0.3 
John C. Tumazos 0.0 
John D. Dovich & Associates, LLC Cincinnati OH US 199.5 
John Dessauer Investments, Inc. 63.9 
John E Doskoch, Cfp 0.0 
John E. Hansen Co., Inc. 3.7 
John E. Locke Financial Services,Inc. Sacramento CA US 0.0 
John E. Sestina and Company Columbus OH US 357.4 
John Essigman Wealth Advisors, LLC Cleveland GA US 0.0 
John F Suby Wealth Management LLC Madison WI US 163.9 
John F White Cpa, PC Plano TX US 11.0 
John F. Dolansky Cpa PA Venice FL US 0.0 
John F. Mcgovern North Arlington NJ US 20.8 
John F. Morgan, Registered Investment Adviser San Diego CA US 0.0 
John F.X. Manning Associates, Inc. 0.0 
John Fay Capital 0.0 
John G Berger Registered Investment Advisor 0.0 
John G. Baker, Cfp Chesterfield MO US 0.0 
John G. Gilooly, Cpa Saratoga Springs NY US 16.0 
John G. Ullman & Associates, Inc Corning NY US 750.0 
John Grabowski & Associates 13.0 
John H Taylor, LLC 0.0 
John H. Becker Los Gatos CA US 0.0 
John H. Liles, Cfp 26.0 
John Hancock Advisers, LLC Boston MA US 20949.5 
John Hancock Asset Management Toronto, on CA 106442.5 
John Hancock Investment Management Services, LLC Boston MA US 117290.2 
John Hancock Life Insurance Co Boston MA US 1646.2 
John Harvey/Cornerstone Exchange Services Orange CA US 0.0 
John Hewitt Investment Counsel Tacoma WA US 4.9 
John Hsu Capital Group, Inc. New York NY US 529.7 
John J. Loughlin, Investment Advisor 0.0 
John Johanning, Inc. Oklahoma City OK US 0.0 
John Joseph Girlando 0.0 
John L Peloquin 0.0 
John L. Gunn & Associates, LLC 38.1 
John L. PIÉ, P.C. 0.0 
John Larrow Inc 0.1 
John Lord Financial, Inc. Calhoun GA US 0.0 
John M Walsh & Associates Dba Walsh Financial Consultants Coral Springs FL US 1.0 
John M. Harvey Investment Advisors, Inc. Tyler TX US 3.0 
John M. Leonard, LLC Douglas MI US 0.0 
John M. Pentz, Cpa 11.8 
John Masters, Cpa, PC Atlanta GA US 1.9 
John Miller & Associates, Inc. Lemont IL US 25.7 
John Moore & Associates Inc Albuquerque NM US 161.2 
John Mullen, LLC 29.9 
John N. Carmody D.D.S. Cfp, Inc. 29.2 
John Navin Navidomskis IV 3.1 
John P. Dubots Capital Management, LLC Temecula CA US 0.0 
John P. Hannan Group, LLC Skaneateles NY US 0.0 
John P. Tapsak Financial Advisory Bloomington MN US 3.5 
John Patrick Financial, LLC Palm Beach Gardens FL US 20.0 
John Philip Welch San Francisco CA US 0.0 
John Prichystal, Cpa Lawrenceville GA US 0.0 
John R. Carter Corporation Sherman Oaks CA US 28.5 
John R. Fiesta, LLC 25.3 
John Raymond Levins Dba Levins & Associates 0.0 
John Roy Becker 1.0 
John Schooler Jones LLC 17.0 
John Shao Portfolio Management, Inc. Plano TX US 62.5 
John Stanley Financial, LLC 0.0 
John T. Halm,Cfp Fremont OH US 0.0 
John T. Mccarthy, LLC Spokane WA US 0.0 
John Thomas Financial New York NY US 10.0 
John Thomas Wealth Management Inc. New York NY US 0.0 
John Trotta, Cpa 18.7 
John Tumazos Advisory and Compensated Research, LLC Holmdel NJ US 0.0 
John Turner Senior Advisors, LLC 0.0 
John Umino Financial Services, LLC 0.4 
John W. Adonizio, Reg. Investment Advisor 0.0 
John W. Bristol & Co., Inc. New York NY US 6552.8 
John W. Brooker & Co., Cpas,PC Oakland CA US 221.8 
John Wessler & Associates Waco TX US 0.0 
John Winthrop & Company, Inc. Charleston SC US 47.5 
John Zarcaro, Inc. Carlsbad CA US 1.5 
Johns & Wilkinson LLC Austin TX US 25.4 
Johns,Kenneth David 0.0 
Johnsen Investment Advisory 0.0 
Johnson & Shute Investment Advisors, Inc. Bellevue WA US 66.7 
Johnson Capital Management Inc Fairfax VA US 28.3 
Johnson Capital Management, LLC 0.0 
Johnson Capital Mgmt Citrus Heights CA US 2.0 
Johnson Financial Advisors Tempe AZ US 44.7 
Johnson Financial Group LLC Lakewood CO US 51.5 
Johnson Financial Services 0.0 
Johnson Harper LLC Morristown NJ US 0.0 
Johnson Investment Counsel, Inc. Cincinnati OH US 5835.9 
Johnson Investment Partners, LLC Charlotte NC US 2.2 
Johnson Marotta Palo Alto CA US 122.1 
Johnson Martin Advisors, Inc. 586.8 
Johnson Retirement Planning, Inc. Raleigh NC US 0.0 
Johnson Sterling, Inc. Birmingham AL US 1221.0 
Johnson Strategic Investment Advisors, LLC Russellville AR US 0.0 
Johnson Wealth Management, LLC Grand Forks ND US 50.3 
Johnson'S Global Advisors Corp. Cheyenne WY US 0.0 
Johnson, Bender & Company Houston TX US 268.9 
Johnson, Jason L. 0.0 
Johnson, Jeffrey Scott Arroyo Grande CA US 4.0 
Johnston & Associates Inc Denver CO US 44.2 
Johnston Asset Management Corp Stamford CT US 2044.6 
Johnston Capital Management, LLC 0.0 
Johnston Investment Advisory Services, LLC 1.4 
Johnston Investment Counsel, Ltd. Peoria IL US 20.0 
Johnston Lemon Asset Management Inc Washington DC US 160.1 
Johnston Reid & Mitchell Inc Portsmouth NH US 80.7 
Johnston, Lemon & Co. Inc. Washington DC US 34.0 
Jolley Asset Management, LLC Rocky Mount NC US 139.3 
Jolliffe Capital, Inc. Glendale CO US 84.1 
Jolly Capital Management Southlake TX US 0.0 
Jolly, David Allen 0.0 
Jon A Nixon Cpa PC 0.0 
Jon Bos Financial Advisor Abilene TX US 10.5 
Jon Eisen, Cfp, Crps, Aif 0.6 
Jon Little Investments and Insurance 0.0 
Jonas Brittain Glenn Inc. Spartanburg SC US 42.0 
Jonathan D. Pond, LLC Newton MA US 152.9 
Jonathan P.lundmark, Cpa,Cfp Tyler TX US 0.0 
Jonathan Roberts Advisory Group, Inc. Tampa FL US 352.2 
Jonathan Smith & Co. Greensboro NC US 29.7 
Jones & Associates 0.0 
Jones & Associates Premier Financial Solutions Medford OR US 0.0 
Jones & Co Wealth Management, Inc Greenville SC US 3.0 
Jones & Company Reno NV US 45.0 
Jones & Maresca, LLC Largo MD US 0.0 
Jones Advisory Group LLC Sarasota FL US 14.4 
Jones Advisory Group, LLC Overland Park KS US 0.2 
Jones Barclay Boston & Co. Denver CO US 228.0 
Jones Financial Advisors Torrance CA US 0.0 
Jones Financial Advisory Services 0.0 
Jones Financial Consulting, LLC 0.8 
Jones Investment Services, LLC 0.0 
Jones Investments Anderson SC US 0.0 
Jones Strategic Financial Planning LLC 0.0 
Jones Tax & Investment Planning Services, Inc. Houston TX US 0.0 
Jones Villalta Asset Management, LLC Austin TX US 32.6 
Jones Wealth Advisors, LLC Pasadena CA US 45.1 
Jones, Byrd, & Attkisson, Inc. Atlanta GA US 0.0 
Jones, David Herstle Mendocino CA US 17.0 
Jones, Jeffery E. Corona CA US 1.6 
Jones, Nathan Lindsay 0.0 
Jongeward Financial Group, Inc. Ellensburg WA US 0.0 
Joraanstad Investments, LLC 0.0 
Jordahl & Sliter Wealth Management Group, LLC Kalispell MT US 42.9 
Jordan Advisor Group Bellevue WA US 3.0 
Jordan Advisory Services Inc. Vancouver BC CA 0.0 
Jordan Capital Management Inc. Tucson AZ US 2.4 
Jordan Financial Group, Inc. San Antonio TX US 0.0 
Jordan Financial Life Planning Kenosha WI US 38.0 
Jordan Financial LLC Pittsburgh PA US 25.9 
Jordan Financial Strategies 58.6 
Jordan Investment Management LLC Fort Collins CO US 0.0 
Jordan Tempchin & Associates, PC Silver Spring MD US 0.0 
Jorge-Rivadeneira Capital Management, LLC Oak Brook IL US 5.1 
Jorgensen, James Aleck 0.0 
Joselit Asset Management 0.0 
Joseph A. Barbetta 0.0 
Joseph Barry Co., LLC New Bedford MA US 0.0 
Joseph C. Kelly & Associates, Inc. 2.5 
Joseph C. Longo, Attorney AT Law 0.0 
Joseph C. Montz New Orleans LA US 3.0 
Joseph Capital Management, LLC Hernando FL US 161.3 
Joseph Financial of Smithtown, LLC Hernando FL US 0.9 
Joseph Grace Holdings, Inc. New York NY US 0.0 
Joseph Gunnar & Co., LLC New York NY US 0.1 
Joseph Hardy Mba Chfc, Ltd Tucson AZ US 0.0 
Joseph J. Labadia, Cfa 3.5 
Joseph J. Locke & Company, Ltd. Forest Park IL US 36.5 
Joseph Jekyll Advisers, LLC 0.1 
Joseph John Hasson JR 102.0 
Joseph L. Cannava Irvine CA US 0.0 
Joseph M. Carbone Financial Planning Ithaca NY US 0.0 
Joseph Mangone Cpa 0.0 
Joseph P. Kirlin III & Associates 0.0 
Joseph VU & Company, Inc. Garden Grove CA US 1.1 
Josey Brett Wealth Management Inc Shreveport LA US 0.0 
Joshua David Mellberg, LLC Dba JD Mellberg Financial Tucson AZ US 33.0 
Joslin Financial Services, Inc. Niotaze KS US 0.0 
Jost Financial Management Corp. Green Brook NJ US 4.0 
Jotkoff Financial Services, Inc. W Melbourne FL US 19.0 
Journey Financial Advisors, Inc. 0.0 
Journey Financial Group, Inc. Buffalo Grove IL US 0.0 
Journey Financial Management, LLC 3.2 
Journey Financial Planners, LLC Concord MA US 1.9 
Journey Investments, LLC 0.0 
Journey Tree Financial Planning & Investments Eugene OR US 35.2 
Jovan, Ltd. Ashland OH US 0.0 
Jovetree Capital LLC 0.0 
Joyce & Associates 1.4 
Joyce Financial Management Santa Rosa CA US 0.0 
Joycepayne Partners, P.C. Richmond VA US 424.1 
JP Consulting 0.0 
JP Financial Group 0.2 
JP Harper Investments Alton IL US 8.2 
JP Oconnell Financial, LLC 7.1 
JP Wealth Management, Inc. Mt. Pleasant SC US 148.5 
JPC Financial Advisers LLC Grass Valley CA US 0.0 
JPD Capital Management, Inc. Greenbrae CA US 3.4 
JPH Advisory Group, Inc. Atlanta GA US 78.4 
JPL Asset Management and Planning, LLC Wilmington DE US 0.0 
JPL Financial Services, Incorporated Houston TX US 0.0 
JPM Financial Advisors Inc 0.0 
Jpmorgan Alternative Asset Management New York NY US 8543.0 
Jpmorgan Capital Management Chicago IL US 680.0 
Jpmorgan Partners New York NY US 1564.3 
Jpmorgan Solutions LLC New York NY US 0.0 
JPR Capital Corporation Syosset NY US 0.0 
JPR Financial Services Santa Barbara CA US 0.0 
JPS Global Investments, LLC 4.7 
JR Blackman, L.C. 0.1 
JR Financial Planning 0.0 
JR Mesenburg and Associates Columbus OH US 0.0 
JR Snell Capital Management, LLC 8.7 
JRA Financial Advisors, Inc. Maple Grove MN US 0.0 
JRF Asset Advisors, LLC. Garden City NY US 48.6 
JRH Financial Strategies 0.4 
JRJ Management, L.L.C. Scottsdale AZ US 0.0 
Jrkaplan, Inc. Falls Church VA US 0.1 
JRL Capital Advisors LLC 0.0 
JRM Capital Management Inc. 0.0 
JRM Financial Corporation 1.0 
JRM Investment Counsel. 168.2 
Jrpg, LLC Littleton CO US 0.0 
JRS Investments and Wealth Preservation, LLC 2.7 
JRS Investments Incorporated Nashville TN US 15.4 
JRV Wealth Management Group, LLC Philadelphia PA US 0.0 
JRW Capital, LLC Hoboken NJ US 1.0 
JS Asset Management, LLC West Conshohocken PA US 141.5 
JS Financial Capital Management Oak Brook IL US 4.0 
JS Financial LLC 0.0 
JS/FM Software, Inc. 0.0 
JSF Financial, LLC Los Angeles CA US 165.0 
JSH Advisory, LLC 0.0 
JSI Capital Advisors, LLC Manchester NH US 0.0 
Jsi, LLC Sherman Oaks CA US 0.0 
JSK Associates Inc. White Plains NY US 36.0 
JST Investment Consulting Group 0.0 
JSW Financial Planning 0.5 
JT Financial Advisers, LLC Pekin IL US 9.5 
JTD Financial Services, LLC Manchester NH US 0.0 
JTF Private Wealth Management, LLC New York NY US 0.0 
Juanita H. Ellett, Sole Proprietorship 1.3 
Jubak Advisors New York NY US 35.0 
Jubilee Investor Services 0.2 
Judge Brian Joseph 1.9 
Judicial Capital 0.0 
Judith D Nixon, Inc. 1.1 
Judy Mckenna, Financial Services, LLC 0.0 
Judy Shonborn, Cpa, Cfp 0.0 
Juetten Personal Financial Planning, LLC 0.0 
Julien Financial Hackensack NJ US 3.6 
Julius Arthur Seibert & Company, LLC Cincinnati OH US 34.2 
Juncture Financial Group, LLC Plano TX US 0.0 
Juncture Wealth Strategies, LLC Scottsdale AZ US 93.2 
Jundt Associates Inc Minnetonka MN US 125.0 
Jung Financial Planning,Ltd. Granville OH US 0.0 
Juniper Green Asset Management, LLC 0.0 
Junker Financial Advisors, LLC Richmond TX US 0.0 
Juno Management, LLC 0.7 
Juno Mother Earth Asset Management, LLC Miami Beach FL US 0.0 
Jupiter Capital Management 1.2 
Jupiter Group Capital Advisors, LLC Kirkland WA US 153.0 
Jura Investments, LLC King of Prussia PA US 0.0 
Juran, Dan Chicago IL US 45.5 
Jurika, Mills & Keifer, LLC San Francisco CA US 29.4 
Juris Investment Advisors, Inc. 4.9 
Jurkiewicz, Christopher New York NY US 8.9 
Just Financial Planning, Inc. Salem VA US 18.2 
Just Plans, Etc Walnut Creek CA US 69.4 
Just Value Capital LLC 2.0 
Justice Financial Advising, Inc. Bisbee AZ US 9.0 
Justin C. Tolton Los Angeles CA US 15.7 
Justin Puppo Financial, Inc. 1.5 
Jutland Capital Management Ltd Vancouver CA 4.0 
JV Investment Advisors Toronto, Ontario CA 0.0 
JVL Advisors, L.L.C. Houston TX US 77.3 
JVL Associates, LLC Wyoming MI US 102.0 
JW Financial Advisors, LLC 6.0 
JW Financial Services Redondo Beach CA US 0.0 
JW Harrison Financial, Inc. Walnut Creek CA US 0.0 
JW Thompson Investments LLC Providence RI US 13.7 
JWA Financial Group, Inc. Dallas TX US 374.0 
JWK Capital, LLC San Antonio TX US 0.0 
Jwkodak Capital Management LLC Austin TX US 0.0 
JWM Partners, LLC Greenwich CT US 537.2 
JWT Investment & Tax Consultants Sagamore Beach MA US 7.0 
JX Capital Management, LLC 0.4 
Jyoti Capital Management 0.0 
Jyske Global Asset Management Copenhagen DK 300.4 
           
 
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.

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