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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Libbie Agran Financial Services & Seminars Santa Monica CA US 492.9 
Liberate, Inc. Lawrenceville GA US 0.0 
Liberated Investor Advisors, LLC Asheville NC US 0.0 
Libertiny Financial LLC 12.0 
Liberty Advisors, LLC Anderson SC US 0.0 
Liberty Asset Advisors, Inc 1.5 
Liberty Asset Management Allentown PA US 25.5 
Liberty Asset Management, Inc. Willowbrook IL US 33.7 
Liberty Capital Portland OR US 0.0 
Liberty Capital Advisors Inc Greenville SC US 3398.9 
Liberty Capital Management Inc Birmingham MI US 151.3 
Liberty Capital Management, Inc. Santa Ana CA US 68.7 
Liberty Financial Advisors, LLC Kokomo IN US 8.6 
Liberty Financial Group, Inc. Elm Grove WI US 40.7 
Liberty Financial Group, L.L.C. Decatur GA US 0.9 
Liberty Financial Planning, Inc. Canton MI US 0.0 
Liberty Financial Services of Central Ohio 0.7 
Liberty Financial Strategies, LLC Lancaster PA US 0.0 
Liberty Funds Group Dallas TX US 10.4 
Liberty Gateway Asset Management Co. Jersey City NJ US 7.0 
Liberty Group, LLC Oakland CA US 101.3 
Liberty Group, LLC Oakland CA US 98.9 
Liberty Hill Asset Management LLC Oakland CA US 0.4 
Liberty Legacies Whittier CA US 14.9 
Liberty Partners Capital Management, LLC Bakersfield CA US 4.9 
Liberty Ridge Capital Berwyn PA US 226.0 
Liberty Square Asset Management, LP Boston MA US 750.9 
Liberty State Wealth Management, Inc. Marlton NJ US 21.5 
Liberty Steward Capital 2.5 
Liberty Street Advisors, Inc. New York NY US 83.7 
Liberty Street Investment Management, LLC 6.2 
Libertyville Financial Group, Ltd. Libertyville IL US 0.0 
Libra Financial 0.0 
Libra Financial Planning Media PA US 0.0 
Lido Advisors Beverly Hills CA US 243.4 
Lido Asset Management, LLC Torrance CA US 0.4 
Liebau Asset Management Co., LLC Pasadena CA US 145.7 
Liebe-Thompson, LLC Kennewick WA US 10.0 
Lieberman Financial Management Inc 27.8 
Lieblong & Associates, Inc. Little Rock AR US 5.2 
Liebman Associates, Inc. Evanston IL US 0.0 
Lien Capital Corporation Kenilworth IL US 1.3 
Lien, Lester 2.6 
Lieu Capital Management, Inc. 3.1 
Life & Money Matters, LLC 0.0 
Life and Wealth Planning, LLC New York NY US 0.0 
Life Financial Planning, Inc. 20.9 
Life Financial Planning, LLC 7.4 
Life Goals Asset Management LLC Harrison NY US 0.0 
Life Organizers Los Altos CA US 0.0 
Life Plan Financial Advisory Group, LLC Rochester Hills MI US 39.6 
Life Plan Strategies LLC 0.0 
Life Planning Advisors, LLC. Carlsbad CA US 0.0 
Life Planning Agency, Inc 4.7 
Life Planning Partners, Inc. Jacksonville FL US 18.6 
Life Strategies Financial Planning Austin TX US 19.7 
Life Strategies, LLC New Castle DE US 5.0 
Life Transition Planning 0.0 
Life Transitions Financial Planning, LLC 0.0 
Life Wealth Management, Inc. Valencia CA US 19.5 
Life&Wealth Advisors, Inc. Walnut Creek CA US 53.2 
Lifecourse Capital, Inc. Huntsville AL US 20.0 
Lifedirections Financial Planning L.L.C. 0.0 
Lifefocus Financial Advisors, LLC Walla Walla WA US 15.4 
Lifegoals Financial Group Owosso MI US 14.1 
Lifeguard Insurance Agency Inc. Mentor OH US 0.0 
Lifeline Financial, LLC Hartford CT US 31.9 
Lifelong Investment Lafayette IN US 0.0 
Lifelong Investment Solutions, LLC 0.0 
Lifemark Securities Corp. Rochester NY US 1.2 
Lifepath Resources Group LLC Long Beach CA US 8.5 
Lifeplan Advisors, Inc. Ormond Beach FL US 3.2 
Lifeplan Financial Group, Inc. Miamisburg OH US 131.4 
Lifeplan Financial Services Denville NJ US 4.6 
Lifeplans of Richmond, LC 0.0 
Lifespan Financial Strategies, Inc. 0.0 
Lifestage Wealth Management Group LLC Alexandria MN US 33.7 
Lifestage Wealth Management LLC Minnetonka MN US 61.7 
Lifestage Wealth Management, Inc. Apple Valley MN US 28.3 
Lifestream Financial, Inc. Santa Clara CA US 0.0 
Lifestyle Design Group LLC 64.7 
Lifestyle Financial Planning Beaverton OR US 2.7 
Lifestyle Financial Strategies, LLC Middletown CT US 0.0 
Lifetime Capital Group 3.7 
Lifetime Financial Advisors Inc Encinitas CA US 0.0 
Lifetime Financial Advisors, LLC Wooster OH US 9.0 
Lifetime Financial Planning 0.0 
Lifetime Financial Planning Solutions, LLC Lancaster OH US 0.0 
Lifetime Financial Planning, Inc. Leesburg VA US 0.0 
Lifetime Financial Strategies, Inc. 17.2 
Lifetime Investment Advisors, LLC 5.0 
Lifetime Investment Management, L.L.C. Lapeer MI US 0.0 
Lifetime Planning Concepts, Inc. Colorado Springs CO US 0.0 
Lifetime Planning Pinnacle Advisors, Inc Mansfield OH US 144.0 
Lifetime Planning, Inc. Camarillo CA US 27.0 
Lifetime Planning, Inc. Memphis TN US 0.0 
Lifetime Planning, Inc. Wheeling IL US 0.0 
Lifetime Planning, LLC 0.0 
Lifetime Strategies, LLC Griffin GA US 12.6 
Lifetime Wealth Management P.C. Rockwall TX US 20.9 
Lifetime Wealth Planning and Management, LLC Alexandria VA US 31.8 
Lifetime Wealth Private Client Experience, Inc. Golden CO US 36.0 
Lifeway Financial Corporation Plano TX US 72.5 
Lifeworks Inc. Littleton CO US 0.0 
Lig Capital Management, LLC Oklahoma City OK US 11.0 
Light Financial Services, Inc. Fargo ND US 16.9 
Light Green Advisors LLC Seattle WA US 34.1 
Lighthorse Asset Management, LLC Brea CA US 0.0 
Lighthouse Asset Management Newton MA US 32.5 
Lighthouse Capital Advisors Boston MA US 0.0 
Lighthouse Capital Corporation Monterey CA US 0.0 
Lighthouse Capital Management Houston TX US 457.4 
Lighthouse Capital Management, LLC Franklin TN US 2.2 
Lighthouse Consulting 0.0 
Lighthouse Financial Largo FL US 14.8 
Lighthouse Financial Advisors Pittsburgh PA US 0.0 
Lighthouse Financial Advisors, Inc. New Market MD US 34.6 
Lighthouse Financial Advisors, Inc. Red Bank NJ US 0.0 
Lighthouse Financial Corporation 3.0 
Lighthouse Financial LLC Broomfield CO US 73.9 
Lighthouse Financial Management, LLC Westerly RI US 40.1 
Lighthouse Financial Partners, LLC Atlanta GA US 13.9 
Lighthouse Financial Planning Folsom CA US 50.0 
Lighthouse Financial Planning, LLC 0.0 
Lighthouse Financial Services 0.0 
Lighthouse Financial Services Inc Brea CA US 49.9 
Lighthouse Financial Wealth Management, LLC Wilmington DE US 16.0 
Lighthouse Investment Partners, LLC Palm Beach Gardens FL US 5077.5 
Lighthouse Investments 0.3 
Lighthouse Wealth Management, LLC New York NY US 7.5 
Lighthship Mutual, LLC 0.0 
Lightship Financial, LLC Danvers MA US 3.5 
Lilani Wealth Management Roseville CA US 5.0 
Liles Financial Services 0.0 
Lillehei Investments, Inc. Corvallis OR US 8.1 
Lily Pond Capital Management LLC New York NY US 453.0 
Limerick Financial Group, LLC Limerick PA US 9.0 
Limestone Capital, LLC 0.2 
Limmer Financial Services, Inc. Brandon SD US 0.0 
Limmer Hope Callaway Retirement Planning, LLC Buford GA US 14.0 
Limoges Investment Management PC Vancouver WA US 38.9 
Lin-C Financial Planning Medfield MA US 0.0 
Lincap Management Company 56.0 
Lincoln Advisory Group, Ltd. Chicago IL US 502.2 
Lincoln Asset Management 0.0 
Lincoln Capital Corp Providence RI US 99.5 
Lincoln Financial Advisors Corporation Fort Wayne IN US 5545.2 
Lincoln Financial Distributors, Inc. Radnor PA US 0.0 
Lincoln Financial Securities Corporation Concord NH US 618.3 
Lincoln Financial, LLC 0.0 
Lincoln Fund Advisors, LLC Cheyenne WY US 0.0 
Lincoln Investment Advisers, LLC 2.7 
Lincoln Investment Advisors Corporation Fort Wayne IN US 10357.4 
Lincoln Investment Planning, Inc Wyncote PA US 1600.2 
Lincoln Life Fort Wayne IN US 2176.8 
Lincoln Management Carlisle MA US 53.8 
Lincoln Park Asset Management LLC New York NY US 0.0 
Linda A. Barlow, Cfp Santa Ana CA US 80.0 
Linda A. Walker, Cfp Long Beach CA US 0.0 
Linda C.stetson Dba Linda C.stetson Financial Services Wiscasset ME US 0.0 
Linda Hojnacki, Mba 0.5 
Linda Jacobs Berkeley CA US 0.0 
Linda L. Graff, C.P.A., P.C. 2.0 
Linda R. Lawrence, Mba Inc Coral Gables FL US 0.0 
Linda Rader, Cpa Snyder NY US 1.0 
Linda Susan Cornish Dba Calhoun Financial Services Company 0.0 
Linda Zimmermann Financial Planning and Counseling 22.0 
Lindahl & Mansager Inc Fairlawn OH US 56.3 
Lindbergh Capital Management Inc St. Louis MO US 31.4 
Linden Advisors LP New York NY US 803.0 
Linden Ash Capital Cincinnati OH US 4.1 
Linden Asset Management Inc Clarks Summit PA US 36.4 
Linder Financial Services, Inc. 27.0 
Lindner Capital Advisors, Inc. Marietta GA US 395.6 
Lindus Advisors, Inc. Dallas TX US 25.2 
Lindvall Capital Management, LLC San Luis Obispo CA US 350.0 
Lindy S. Diamond, Personal Financial Services 4.3 
Lindzon & Associates, LLC Phoenix AZ US 5.0 
Line Wealth, Inc. 0.0 
Lingohr & Partner North America, Inc. Eugene OR US 0.0 
Lingold Associates LLC New York NY US 335.2 
Link Financial Corporation Dallas TX US 25.7 
Linker Capital Management Inc Louisville KY US 53.2 
Linker Financial Group, Inc. Fresno CA US 27.0 
Linnard Financial Management & Planning, Inc. 4.6 
Linscomb & Williams Houston TX US 1507.5 
Linwood Investment Advisors Inc. Williamsville NY US 18.0 
Lion Capital Management, LLC San Francisco CA US 0.3 
Lion Financial Planning Greensburg PA US 0.0 
Lion Fund Management San Antonio TX US 27.1 
Lion Resource Advisors Limited London UK 7.0 
Lionheart Financial Planning, Inc. 1.2 
Lionshead Capital Management, LLC Los Angeles CA US 0.0 
Lipe & Dalton Investment Counsel Syracuse NY US 72.0 
Lipper Advisory Services Inc Milwaukee WI US 1933.5 
Lipton Capital Management 22.5 
Lipton Financial Corporation 0.0 
Liquidium Capital, LLC San Francisco CA US 0.0 
Liquivest Advisers, LLC Vineland NJ US 0.0 
Lisa B. Weinstein Cpa, P.C. 0.0 
Lisch Investment Management LLC 3.0 
Litchfield Capital Rowayton CT US 3.4 
Litchfield Management Corp. New York NY US 26.1 
Litchfield, Nelson & Company Naples FL US 72.2 
Litespeed Management, L.L.C. New York NY US 698.0 
Litkor Consultants Inc. 1.9 
Litman Gregory Fund Advisors LLC Larkspur CA US 1235.5 
Litman, Gerson, LLP Woburn MA US 0.0 
Litman/Gregory Asset Management, LLC Larkspur CA US 2765.0 
Litmus Capital Management LLC New York NY US 210.0 
Littlefield Asset Mgmt. Inc. 39.7 
Littlefield Capital Management LLC Winston-Salem NC US 1.3 
Littlewood Burk & Company Paoli PA US 24.5 
Litton Financial LA Jolla CA US 0.0 
Liu, Susan S. 1.4 
Live Oak Advisors, LLC Burlingame CA US 9.4 
Live Oak Advisory Group, LLC Mandeville LA US 45.0 
Live Oak Asset Management Inc. 37.8 
Live Oak Capital Group, LLC Bluffton SC US 20.0 
Live Oak Family Offices LLC 2.8 
Livelsberger Financial Advisory Ashland OH US 40.0 
Liveoak, LLC 18.3 
Living Water Capital Management, LLC Dallas TX US 20.0 
Living Wealth Alameda CA US 0.0 
Livingston & Associates, Ltd. Edwardsville IL US 0.7 
Livingston & Haynes Investment Advisors, Inc. Wellesley MA US 14.9 
Livingston & Jefferson Inc Cincinnati OH US 110.0 
Livingston Financial Planning, Inc. 6.0 
Livingston Investment Fund, LLC Los Angeles CA US 0.0 
Lixin Financial Services LLC Livingston NJ US 0.0 
Liz L. Flores, Cpa 30.6 
Lizard Investors LLC Chicago IL US 42.8 
Ljcooper Capital Management, LLC Orem UT US 52.1 
Ljd Partners, LLC 1.3 
Ljh Global Investments, LLC Naples FL US 180.3 
Lji Wealth Management, LLC Indianapolis IN US 38.0 
Ljm Financial Planning 0.0 
Ljpr, LLC Troy MI US 240.2 
Lkb Investment Management, L.L.C. 8.0 
Lkl Investment Counsel LLC Phoenix AZ US 81.6 
Llb Investments 0.0 
Llenroc Capital LLC San Rafael CA US 28.0 
Lloyd George Investment Management (Bermuda) Ltd Hamilton Hm12 BM 4752.2 
Lloyd George Management[hong Kong]ltd Hong Kong HK 319.8 
Lloyd Honickman Financial Services Inc. Boca Raton FL US 2.0 
Lloyd I. Miller Iii 302.7 
Lloyd S. Levine & Associates, Ltd. Northbrook IL US 0.0 
Lloyds Tsb Offshore Private Clients Limited Jersey, Channel Islands UK 43.6 
LM Advisors Inc San Diego CA US 659.8 
LM Capital Group, LLC San Diego CA US 3921.0 
LM Isis Capital Partners, LLC Riverside CT US 0.0 
Lmb Wealth and Retirement Strategies, Inc Tenafly NJ US 0.0 
Lmc Financial Services Arcadia CA US 18.0 
Lmc Investments, Inc. Wellesley MA US 6.9 
Lnb Corporation Bryan TX US 3.1 
           
 
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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