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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Lo, Ming Los Angeles CA US 0.9 
Lobdell Capital Management LLC San Francisco CA US 2.9 
Lochinvar Financial Planning, Inc. 0.9 
Lock Capital Management LLC Ridgefield CT US 0.0 
Locke Capital Management Inc Newport RI US 1278.4 
Locke Financial Services, Inc. Palatine IL US 43.6 
Locker Financial Services, LLC Little Falls NJ US 29.8 
Lockton Financial Advisors, LLC Los Angeles CA US 0.0 
Lockton Investment Advisors, LLC Kansas City MO US 0.0 
Lockwood Advisors Inc Malvern PA US 8514.1 
Lockwood Capital Management, Inc Malvern PA US 1299.8 
Locorr Fund Management, LLC Excelsior MN US 0.0 
Lodestar Advisory Group, LLC Short Hills NJ US 15.5 
Lodestar Asset Management LLC Oklahoma City OK US 0.0 
Lodestar Financial Management, LLC 0.0 
Lodestar Investment Counsel, LLC Chicago IL US 723.4 
Lodestar Private Asset Management LLC Alamo CA US 346.9 
Lodestone Capital Management 3.1 
Lodestone Capital Solutions LLC 0.0 
Lodestone Financial Planning 0.0 
Loeb Capital Management New York NY US 489.1 
Loeb Capital Management New York NY US 165.0 
Loeb Partners Corporation New York NY US 153.4 
Loeb Partners Management Inc New York NY US 36.8 
Loehr Financial Planning Services, Inc. Fishers IN US 0.0 
Loehr Management Services 2.6 
Loeser D R & Co Inc 2.6 
Loewenberg R E Capital Management Corp New York NY US 311.0 
Loewinger Financial Planning Leesburg VA US 32.5 
LOF Lopez & Associates, LLC Tucson AZ US 0.0 
Lofaro Financial Group, Inc. Glendale CA US 0.0 
Lofticon Enterprises Las Vegas NV US 0.7 
Loftus Investment Advisors Gold River CA US 54.0 
Logan Capital Management Inc Ardmore PA US 1768.6 
Logan Circle Partners, L.P. Philadelphia PA US 11707.8 
Logan Partners Incorporated 12.5 
Logic Capital Management, LLP Houston TX US 53.6 
Logic Gate Capital Management, LLC 0.0 
Logic Wealth Management, LLC San Marino CA US 10.1 
Logical Investments, LLC Baton Rouge LA US 18.0 
Logical Wealth Management Inc. Sparks NV US 32.0 
Logictrader LLC 0.2 
Logix Investment Management 32.8 
Logos Capital Management, LLC New York NY US 45.6 
Logrus Management, LLC Louisville CO US 0.9 
Logue Financial Planning Hinsdale IL US 6.0 
Lombard Advisers Incorporated Baltimore MD US 0.0 
Lombard Odier Asset Management (Usa) Corp New York NY US 1672.9 
Lombard Street Partners, LLC Danville CA US 24.0 
Lombard-Smith Investments, Inc Oklahoma City OK US 9.5 
Lombardi Capital Management, LLC 9.8 
Lombardia Capital Partners, LLC Pasadena CA US 2725.4 
Lonano Financial Advisors, Inc. Greensboro NC US 20.6 
Londinium Asset Management Ltd. 98000 Principality of Monaco MC 52.0 
London and Capital Investment Advisors, Inc. London UK 142.7 
London Co of Virginia Richmond VA US 1943.0 
London Wall Capital Management, LLC Twinsburg OH US 25.6 
Lone Mountain Advisors, LLC 0.0 
Lone Oak Capital Partners LLC 0.0 
Lone Peak Asset Management, Inc. Alpine UT US 20.0 
Lone Pine Wealth Management, LLC 0.0 
Lone Star Capital Management Inc. 0.0 
Lonestar Registered Investment Advisors, Pllc Lubbock TX US 0.0 
Long & Associates LLC Chicago IL US 5.8 
Long Island Financial Advisors, Inc. Medford NY US 66.7 
Long Island Wealth Management, Inc. 42.0 
Long March Capital, LLC 1.8 
Long Meadow Financial Services, LLC 0.5 
Long Run Financial, Ltd 0.0 
Long Shadows Asset Management, LLC Hillsborough CA US 5.6 
Long Short Advisors, LLC Philadelphia PA US 12.4 
Long Term Advisors, Inc Chicago IL US 0.0 
Long View Financial Services, Inc 14.1 
Long Wharf Investors Boston MA US 192.8 
Long Wharf Real Estate Partners LLC Boston MA US 950.0 
Long-Term Solutions, LLC San Francisco CA US 270.0 
Longacre Fund Management, LLC New York NY US 781.7 
Longboard Asset Management Scottsdale AZ US 0.0 
Longboard Capital Advisors, LLC 12.2 
Longboat Key Financial Group, LLC Longboat Key FL US 39.2 
Longbow Asset Management Tulsa OK US 48.9 
Longbow Capital Partners, L.P. New York NY US 248.0 
Longbow Research, LLC Seven Hills OH US 0.0 
Longden, Marsden W. 0.0 
Longer Investments Inc Fayetteville AR US 166.6 
Longevity Asset Management LLC New York NY US 44.9 
Longfellow Investment Management Co. LLC Boston MA US 3607.0 
Longhorn Capital Management, LLC Wilmington DE US 40.0 
Longhorn Capital Partners, L.P. Dallas TX US 334.0 
Longhorn Investments, Inc. Boynton Beach FL US 2.3 
Longleaf Financial Advisors, LLC Albany GA US 90.2 
Longleaf Financial Advisors, LLC Aiken SC US 0.0 
Longpoint Financial Planning Concord MA US 28.0 
Longrun Capital Management LLC 29.8 
Longship Advisers, LLC Minneapolis MN US 0.0 
Longstreet Advisors, LLC Bethesda MD US 0.0 
Longview Asset Management, LLC Santa FE NM US 85.1 
Longview Capital Management LLC Wilmington DE US 175.1 
Longview Financial Advisors, Inc. Huntsville AL US 101.5 
Longview Financial Advisors, LLC Conshohocken PA US 0.0 
Longview Financial Services, LLC New Bern NC US 5.7 
Longview Financial, Inc. 1.2 
Longview Partners (Guernsey) Limited St. Peter Port GU 8035.0 
Longview Partners L.P. London UK 8035.0 
Longview Planner, Inc. Mountain View CA US 0.0 
Longview Wealth Management Atlanta GA US 242.0 
Longview Wealth Management, LLC 44.0 
Longview, Inc. Longwood FL US 11.4 
Longvue Advisors LLC Boston MA US 583.5 
Longvue Capital Management 0.0 
Longwood Investment Advisors, Inc. 5.0 
Lookout Mountain Capital, Inc. Lookout Mountain TN US 55.7 
Loomis, Sayles & Company, L.P. Boston MA US 151550.0 
Loop Capital Advisors, LLC Chicago IL US 0.0 
Lopez Wealth Management, LLC Abingdon VA US 46.2 
Lord & Gladden, Inc. 0.0 
Lord & Sanborn, Inc. Concord NH US 0.0 
Lord Capital Management LLC 0.0 
Lord, Abbett & Co. LLC Jersey City NJ US 102171.2 
Loren D. Stark Co., Inc. Houston TX US 0.0 
Lorence & Vander Zwart Holland MI US 131.1 
Lorente Fletcher, LLC 0.4 
Loretta Nolan Associates, LLC Old Greenwich CT US 54.0 
Lori T. Williams, PC 0.0 
Loring Advisory Group Greenville RI US 0.0 
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP Boston MA US 4144.5 
Lorintine Capital Dallas TX US 0.0 
Lorraine A. Jordan Financial Services 0.0 
LOS Altos Financial Services Advisors, LLC Los Altos CA US 4.4 
LOS Angeles Capital Management and Equity Research, Inc. Los Angeles CA US 6666.7 
Los, Walter 0.0 
Losch Management Company 17.0 
Lotsoff Capital Management Chicago IL US 2587.6 
Lottman Financial Group Monrovia CA US 8.0 
Lottsa Financial Services, Inc. Minneapolis MN US 0.4 
Lotus Wealth Solutions, Inc. 5.6 
Lotusgroup Advisors 15.4 
Lotzer & Co.,inc. Shorewood WI US 4.4 
Loucks & Weaver Financial, Inc. Elkhart IN US 15.8 
Loudon Investment Management, LLC West Lebanon NH US 111.1 
Loudoun Capital Management Leesburg VA US 3.0 
Lough Investment Advisory, LLC Clearwater FL US 25.0 
Louis Barajas & Associates Santa FE Springs CA US 0.0 
Louis Pauls & Co. Galveston TX US 0.0 
Lountzis Asset Management, LLC Wyomissing PA US 56.7 
Lourd Capital Management Beverly Hills CA US 589.7 
Loveland & Bastian Financial Services Group, LLC 10.0 
Loveless & Co Inc San Francisco CA US 70.5 
Loveless Wealth Management, LLC Billings MT US 53.2 
Lovell Incorporated 0.0 
Lovetere Financial LLC 20.8 
Lovett Investment Consulting LLC 140.2 
Lowcountry Capital Management, LLC 0.0 
Lowder Brian D Inc San Diego CA US 177.6 
Lowe Enterprises Investment Management, LLC Los Angeles CA US 1399.7 
Lowe FS Columbia MD US 215.7 
Lowe Fs, LLC Columbia MD US 0.0 
Lowell and Company Inc Lubbock TX US 35.5 
Lowell Blake & Associates Inc. Boston MA US 617.1 
Lowell Capital Management, LLC EL Segundo CA US 5.5 
Lowenberg Wealth Management Group, LLC Austin TX US 0.0 
Lowenhaupt Global Advisors, LLC St. Louis MO US 685.8 
Lowery Asset Consulting, LLC Chicago IL US 345.3 
Lowery Thomas, LLC Lafayette CA US 78.5 
Lowry Financial Advisors Tioga FL US 0.0 
Lowry Hill Investment Advisors Inc Minneapolis MN US 5151.8 
Loyalhanna Capital Management, LLC 0.6 
Loyd Capital Performance Partners, Inc. Stuart FL US 21.9 
Loynd Capital Management Marblehead MA US 12.0 
Loyola Asset Management LLC Coral Gables FL US 0.0 
LP Capital Advisors, LLC Sacramento CA US 0.0 
LPC Realty Advisors I Ltd Chicago IL US 572.8 
LPL Financial LLC Boston MA US 79299.6 
LPM Advisors, LLC Los Angeles CA US 0.0 
LRD Management Group Bethesda MD US 0.0 
LRJ Monthly Income Investing 11.7 
LRM Asset Management 0.0 
LRN Associates Ltd. 17.7 
LS Investment Advisors, LLC Bloomfield Hills MI US 1141.0 
LSB Associates, Ltd. Westmont NJ US 1.5 
Lsgi Advisors, Inc. 14.7 
Lsmpt Financial Advisors, LLC Fairfield NJ US 0.0 
LSV Advisors, LLC New York NY US 142.4 
LSV Asset Management Chicago IL US 64000.0 
LSW Investing, LLC 7.0 
Ltbc Capital Advisors LLC 5.0 
LTG Capital LLC 44.4 
Lubbock Financial Services, Inc. Lubbock TX US 11.1 
Lubert-Adler Management Company, L.P. Philadelphia PA US 1790.6 
Luby Advisory Services, LLC Dallas TX US 13.0 
Lucas Capital Advisors 9.7 
Lucas Capital Management, L.L.C. Red Bank NJ US 708.7 
Lucas Group Financial Planners, Inc. Sacramento CA US 52.4 
Luce Capital Management, LLC Centennial CO US 0.0 
Lucern Wealth Management, LLC Orlando FL US 0.0 
Lucerne Capital Management, LLC Harrison NY US 193.1 
Lucey Investment Management, LLC 13.6 
Lucid Advisors, Inc. Seattle WA US 401.3 
Lucid Asset Management, LLC Westport CT US 27.9 
Lucidamp Financial 0.0 
Lucien Stirling & Gray Advisory Group Inc Austin TX US 79.2 
Luck, Michael Andrew John 0.0 
Lucrum Capital, LLC San Francisco CA US 0.0 
Ludeman Capital Management, Inc. Bellingham WA US 58.8 
Ludwick & Shirman Boulder CO US 71.8 
Luesink Financial Planning LLC New York NY US 2.3 
Lugano Financial LLC Miami FL US 0.0 
Luke Financial Company, LLC Dallas TX US 17.7 
Luma Capital Naples FL US 111.6 
Lumbard Investment Counseling LLC Hollis NH US 94.1 
Lumen Advisors, LLC San Franscisco CA US 13.1 
Lumen Capital Management, L.L.C. 15.0 
Lumina Fund Management LLC New York NY US 216.5 
Luminous Capital, LLC Los Angeles CA US 0.0 
Luminus Management, LLC New York NY US 1134.3 
Lummis Asset Management, L.P. Fort Worth TX US 52.6 
Luna Investment Services Inc. 7.2 
Lunaria Financial Solutions 0.0 
Lunda Financial Services 0.0 
Lundquist, Schiltz and Associates, Inc. Des Moines IA US 50.6 
Lundy Allard Wealth Management, LLC Rogers AR US 0.0 
Lunsford Financial Planning, Inc. 4.5 
Lunt Capital Management Inc. Salt Lake City UT US 100.4 
Lurie Davis Wealth Management 0.0 
Lusight Research Toronto CA 0.0 
Lusitania Asset Management LLC West New York NJ US 0.1 
Lussenheide Capital Management, Inc Murrieta CA US 12.8 
Lustgarten Financial Services, Inc. Ithaca NY US 9.4 
Lustig Financial Services LLC San Rafael CA US 2.6 
Lustrin Financial, LLC New York NY US 30.1 
Luth Investment Advisors LLC 3.1 
Luther Dearborn Investment Advisory Inc Northbrook IL US 20.8 
Luther Forest Wealth Advisors, L.L.C. Malta NY US 41.0 
Luther King Capital Management Corporation Fort Worth TX US 8874.2 
Luthman Financial Management & Investment Company, LLC 12.5 
Lutkus, Douglas John 0.0 
Lutz Financial Omaha NE US 343.8 
Lutz, Thomas P. Pittsburgh PA US 0.0 
Luxor Capital Group, LP New York NY US 4161.1 
LVL Financial, Inc. Atlanta GA US 0.0 
LVM Capital Management Ltd Portage MI US 335.8 
LW Investment Management (Usa) Inc. Miami FL US 130.0 
LWI Financial Inc. San Jose CA US 6626.4 
Lxxi Financial, LLC Roswell GA US 0.0 
Lyceum 0.0 
Lydia Capital, LLC Boston MA US 49.0 
Lydian Asset Management LP Westport CT US 0.0 
Lydian Private Bank Palm Beach Gardens FL US 47.0 
Lydian Wealth Management Company, LLC Rockville MD US 5743.2 
Lyford Group Asset Management Ltd. Nassau BA 52.5 
Lyford Group International Ltd. New York NY US 78.6 
Lyke Financial North Canton OH US 0.0 
Lyle & Forsyth Investment Managers San Rafael CA US 146.4 
Lyle Investment Management 0.0 
Lyle, Walker & Co., P.A. Ridgeland MS US 0.0 
Lyman Advisors 0.0 
LYN S. Pring, Inc. Fort Collins CO US 29.7 
Lynberg Wealth Management, LLC 0.0 
Lynch & Associates Newburgh IN US 0.0 
Lynch & Associates Boston MA US 0.0 
Lynch Capital Management St. Petersburg FL US 2.0 
Lynch Carl Clyde 25.0 
Lynch Financial Advisors Roseville CA US 0.0 
Lynch Financial Group Dublin OH US 52.2 
Lynch Investment Counsel, LLC New Bedford MA US 21.9 
Lynch Investment Management Modesto CA US 10.7 
Lynch Investment Planning 15.4 
Lynch Investments 0.0 
Lynch, Winton & Associates, LLC 0.0 
Lyndhurst Investmentconsulting, Inc. Richmond VA US 0.0 
Lynmar Capital Group,Inc Marlton NJ US 602.0 
Lynn Finkelstein & Co.,inc. Delray Beach FL US 14.3 
Lynn H. Orr Capital Management Group, Inc. Marco Island FL US 37.3 
Lynn T. Levy, MD 0.0 
Lynx Capital Group LLC Sacramento CA US 0.1 
Lynx Capital Group Ltd 34.4 
Lyon and Small Investors, Inc. Emeryville CA US 6.0 
Lyon Capital Management, LLC Pittsford NY US 29.6 
Lyon Capital Strategies 0.0 
Lyon Quest Asset Management Santa Clara CA US 0.0 
Lyons Asset Management Lake Charles LA US 3.7 
Lyons Asset Management Stonington CT US 1.6 
Lyons Den Capital, LLC 1.0 
Lyons Financial Resources 13.9 
Lyons Wealth Management Winter Park FL US 225.0 
Lyra Capital LLC New York NY US 38.3 
Lyric Advisors Inc. Boca Raton FL US 0.0 
Lyster Watson & Company New York NY US 997.5 
Lytle Investments Grand Island NY US 0.0 
Lyxor Asset Management Inc. New York NY US 2094.7 
LYZ Capital Advisors LLC Stamford CT US 0.0 
LZ Investment Advisors LLC Weston CT 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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