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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Moab Capital Partners, LLC New York NY US 470.7 
Mobius Venture Capital, Inc. Boulder CO US 0.0 
Mobjack Inv US 1.5 
Modera Wealth Management, LLC Boston MA US 1287.6 
Modern Asset Management LLC Columbus NE US 8.5 
Modern Asset Management LLC New York NY US 75.5 
Modern Capital Associates, Inc. US 7.0 
Modern Portfolio Consultants, LLC US 294.8 
Modern Wealth Concepts LLC US 0.0 
Modica Financial & Tax Service Atascadero CA US 2.1 
Modiri Asset Management Laguna Hills CA US 1.7 
Modular Financial Solutions, Inc. US 0.0 
Moe Inv Management, LLC Spokane WA US 1.4 
Moelis Capital Partners LLC New York NY US 963.8 
Moeller Financial Advisors Plain City OH US 0.0 
Moga Advisory Service, Inc. Franklin PA US 0.0 
Mogul Wealth Management, Inc. Manhattan Beach CA US 14.8 
Mohawk Asset Management Inc US 5.4 
Mohican Financial Management, LLC Cooperstown NY US 579.4 
Mohlman Asset Management Fund, LLC US 1.2 
Mohlman Asset Management, LLC US 139.7 
Mohon Capital Management US 6.5 
Mohr Davidow Ventures Menlo Park CA US 0.0 
Moirai Capital Management LLC San Francisco CA US 67.1 
Moisand Fitzgerald Tamayo, LLC Maitland FL US 332.2 
Mojave Capital Management, LLC New York NY US 0.0 
Mok Capital Management Los Altos CA US 45.4 
Moka Investors, LLC Playa Del Rey CA US 2.0 
Moldenhauer & Company, Inc. Tyrone GA US 0.0 
Moler Capital Management Irvine CA US 120.2 
Moller Financial Service Northfield IL US 340.7 
Mollot & Hardy, Inc. Amherst NY US 21.1 
Moloney Securities Co., Inc. Manchester MO US 202.1 
Molotsky Tax Advisory Group, LLC Collingswood NJ US 13.4 
Molter Brennan & Co. US 0.0 
Molumphy Capital Management San Francisco CA US 47.5 
Momentum Advisors New York NY US 32.9 
Momentum Capital Management US 1.4 
Momentum Funds US 1.0 
Momentum Inv Management, LLC US 1.0 
Mona Moore & Associates US 0.0 
Monaco Capital Management, LLC Virginia Beach VA US 75.3 
Monaco Wealth Management LLC US 6.2 
Monaco Wealth Management, LLC Leawood KS US 19.9 
Monaghan Financial Service, Inc. Greenwood Village CO US 1.1 
Monarch New York NY US 6624.5 
Monarch Advisory Group Franklin TN US 0.0 
Monarch Alternative Capital Europe London UK 0.0 
Monarch Capital Group, LLC New York NY US 0.0 
Monarch Capital Management Inc Fort Wayne IN US 312.5 
Monarch Partners Asset Management LLC Boston MA US 275.9 
Monarch Wealth Management LLC Orlando FL US 8.1 
Monashee Inv Management, LLC Boston MA US 89.6 
Monashees Capital Sao Paulo BR 0.0 
Monberg Consulting Service US 0.0 
Moncrief Willingham Energy Advisers, L.P. Houston TX US 25.6 
Mondrian Inv LP London UK 70355.9 
Mondrian Inv Partners (u.s.), Inc. Philadelphia PA US 0.0 
Moneco Fairfield CT US 0.0 
Moneda International, Inc. Santiago CL 0.0 
Moneda Usa, Inc. New York NY US 485.5 
Monegy, Inc. Toronto, Ontrario CA 2598.7 
Moneta Advisors LLC US 0.0 
Moneta Group Inv Advisors, LLC Clayton MO US 13817.3 
Moneta Inv Consulting Inc US 0.0 
Monetary Management Corporation San Francisco CA US 19.7 
Monetary Management Group Inc St Louis MO US 291.3 
Monetary Solutions, Limited. Dayton OH US 49.0 
Monetta Financial Service Inc Wheaton IL US 190.9 
Money & Inv Concepts Houston TX US 0.0 
Money Advisors, Inc. Augusta GA US 22.9 
Money Armour, Inc. Fort Lauderdale FL US 0.0 
Money Cat Advisors, LLC Kirkland WA US 0.0 
Money Concepts Advisory Service Palm Beach Gardens FL US 956.4 
Money Consultants Advisory, Inc. US 0.0 
Money Management Concepts Inc. Melbourne FL US 35.0 
Money Management Service Inc Birmingham AL US 180.4 
Money Manager Review US 0.0 
Money Managers Advisory Oak Brook IL US 41.1 
Money Managers Inc San Antonio TX US 0.5 
Money Managers, Inc. Laguna Hills CA US 3.3 
Money Matters Minneapolis MN US 6.0 
Money Matters Avon CT US 57.0 
Money Matters With Ken Moraif Plano TX US 2151.7 
Money Mentors Oceanside CA US 0.0 
Money Methods Amarillo TX US 0.0 
Money Minders Financial Planning Corporation US 3.9 
Money Plans Silver Spring MD US 68.1 
Money For Life, LLC US 1.0 
Money Professionals Group LLC Orlando FL US 3.3 
Money Professionals, LLC Pensacola FL US 42.0 
Money Sense US 0.0 
Money Strategies Inc Rockledge FL US 43.0 
Money Watch Advisors Inc Lexington KY US 118.3 
Money Wize Management LLC US 0.6 
Money4front US 0.0 
Moneyguide Advisory, LLC Powhatan VA US 0.0 
Moneyminders, LLC US 19.4 
Moneytime With Kevin Boden US 0.0 
Moneytree Capital Management, LLC Morganfield KY US 4.8 
Moneywell US 19.5 
Moneywise Financial Advisors US 9.8 
Moneywise Financial Advisors US 5.0 
Monique Asset Management, LLC US 0.5 
Monitor Clipper Partners, LLC Boston MA US 1015.3 
Monitor Ventures Los Altos CA US 0.0 
Monitor Wealth Group Wooster OH US 20.0 
Monk, Stan US 45.0 
Monmouth Inv Advisors, LLC US 7.4 
Monolith Advisors LLC Buffalo NY US 34.8 
Monomoy Capital Management, L.P. New York NY US 652.8 
Monongahela Capital Management Cranberry Township PA US 300.5 
Monroe Capital Bdc Advisors, LLC Chicago IL US 210.8 
Monroe Capital Management Advisors LLC Chicago IL US 1543.5 
Monroe VOS Consulting Group, Inc. Houston TX US 5335.6 
Monsoon Capital, LLC Bethesda MD US 151.2 
Monsour Advisory Service, Inc. Roanoke VA US 30.6 
Mont Blanc Asset Los Angeles CA US 0.2 
Mont Pelerin Capital, LLC Newport Beach CA US 0.0 
Montag & Caldwell, LLC Atlanta GA US 14221.3 
Montag A & Associates Inc Atlanta GA US 1245.6 
Montage Capital Cupertino CA US 0.0 
Montage Inv, LLC Leawood KS US 236.7 
Montagu Private Equity, LLP London UK 0.0 
Montana Inv Advisors Inc Bozeman MT US 52.3 
Montanaro Asset Management Limited London UK 0.0 
Montcalm Tcr LLC San Francisco CA US 115.7 
Montchanin Asset Management, LLC Montchanin DE US 92.6 
Monte Capital Group LLC US 37.5 
Monte Financial Group, LLC Guilford CT US 153.1 
Montebello Partners LLC Suffern NY US 27.9 
Montecito Advisors, Inc. Santa Barbara CA US 0.0 
Montecito Capital Management Santa Barbara CA US 19.9 
Montecito Private Asset Management, LLC US 0.0 
Montello Wealth Management, Inc. Palm Beach Gardens FL US 16.0 
Monterey Asset Management US 0.0 
Monterey Bay Asset Management LLC Monterey CA US 9.4 
Monterey Management Group LP San Francisco CA US 409.4 
Monterey Private Wealth, Inc. Monterey CA US 300.4 
Montgomery Brothers Inc Bethesda MD US 96.2 
Montgomery Capital Advisors LLC New York NY US 71.1 
Montgomery Capital Management, LLC Newport News VA US 62.0 
Montgomery Financial Advisors LLC US 34.5 
Montgomery Financial Service US 0.0 
Montgomery Inv Management Inc Bethesda MD US 220.9 
Montgomery Taylor & Company, LLC Santa Rosa CA US 26.0 
Monticello Associates Inc Denver CO US 0.0 
Monticello Inv Service, Inc. Joplin MO US 47.6 
Montis Financial, LLC Waltham MA US 441.8 
Montlake Capital Seattle WA US 0.0 
Montpelier Inv Management LLP London UK 0.0 
Montreux Equity Partners Menlo Park CA US 0.0 
Montreux Inv, LLC US 0.0 
Montrose Advisers, LLC. US 28.0 
Montrose Advisors Inc New York NY US 270.4 
Montrose Private Clients New York NY US 31.9 
Montrusco Bolton Inv Inc. Montreal CA 5999.6 
Montvue Capital Management, Inc. Lynchburg VA US 72.8 
Monument Advisors, Inc. Indianapolis IN US 0.0 
Monument Advisory Group, LLC Alexandria VA US 130.0 
Monument Capital Management, Inc US 4.6 
Monument Financial Advisors, LLC Concord MA US 212.5 
Monument Inv Inc. Dallas TX US 38.3 
Mooberry Financial Management, LLC Lawrence KS US 0.0 
Moody Aldrich Partners, LLC Marblehead MA US 31.3 
Moody Reid Financial Advisors L.P. Kansas City MO US 0.0 
Moody, Lynn & Lieberson, Inc. Boston MA US 997.1 
Moon Capital Management LP New York NY US 2170.9 
Moon Capital Management, LLC Knoxville TN US 166.4 
Mooney Wealth Advisory, Inc. Worthington OH US 0.0 
Moonstone Asset Management, Inc. Northbrook IL US 15.0 
Moore Capital Management, LP New York NY US 44023.3 
Moore Colson Wealth Management LLC Marietta GA US 35.7 
Moore Financial Advisors, Limited. US 27.8 
Moore Financial Group Littleton CO US 62.8 
Moore Financial Planning Advisors, LLC Davie TX US 2.6 
Moore Financial Service Group, LLC Irvine CA US 0.5 
Moore Financial Strategies, LLC Bloomfield Hills MI US 55.3 
Moore Wealth Management LLC. Seattle WA US 40.0 
Moore, Dorothea Jane US 22.5 
Moore, Ronald Keith US 0.0 
Moorfield Inv Management Limited London UK 0.0 
Moorhouse, W. Keith US 0.0 
Mooring Fund Manager, LLC Vienna VA US 0.0 
Moors & Cabot, Inc Boston MA US 821.6 
Moquist Thorvilson Kaufmann Kennedy And Pieper LLC Edina MN US 6.0 
Mora Wealth Management LLC Miami FL US 151.1 
Morant Wright Management Limited London UK 3698.0 
More For Less Financial Solutions, LLC US 130.9 
Moreau Inv Management Co US 19.0 
Morehead Capital Management, LLC Raleigh NC US 0.0 
Moreton Asset Management, LLC Salt Lake City UT US 256.5 
Morgan Capital Management, Inc. US 0.0 
Morgan Creek Capital Management, LLC Chapel Hill NC US 3894.4 
Morgan Dempsey Capital Management LLC Milwaukee WI US 340.5 
Morgan Financial Advisors Inc US 19.1 
Morgan Financial Inc Boyertown PA US 14.5 
Morgan Finch, LLC US 0.0 
Morgan Inv Inc Greenville SC US 44.0 
Morgan Kenwood Advisors, LLC Greendale WI US 72.2 
Morgan Rio Capital Management, LLC New York NY US 252.6 
Morgan Stanley Purchase NY US 460687.6 
Morgan Stanley Aip GP LP West Conshohocken PA US 12244.1 
Morgan Stanley Infrastructure Inc. New York NY US 3940.8 
Morgan Stanley Inv Management (japan) Co., Limited. Chiyoda-Ku, Tokyo JP 5497.5 
Morgan Stanley Inv Management Company Singapore SG 22649.2 
Morgan Stanley Inv Management Inc. New York NY US 234592.5 
Morgan Stanley Inv Management Limited London UK 60092.5 
Morgan Stanley Private Equity Asia, Inc. New York NY US 3841.5 
Morgan Stanley Real Estate Advisor, Inc. New York NY US 0.2 
Morgan Stanley Smith Banrey Venture Service LLC New York NY US 237.2 
Morgan Stanley Smith Barney Private Management LLC New York NY US 252.0 
Morgan Stanley Smith Barney Private Management LLC New York NY US 0.0 
Morgan Wealth Management, Inc. Surprise AZ US 5.4 
Morgan, Neil F. Marietta GA US 6.0 
Morgens, Waterfall, Vintiadis & Company, Inc. New York NY US 187.7 
Morgenthaler Management Corporation Menlo Park CA US 1313.6 
Morgenthaler Tech Inv Company, LLC Menlo Park CA US 0.0 
Morgillo Financial Management, Inc. North Andover MA US 96.0 
Mori Huston Partners Miami FL US 213.9 
Morin Private Client Group, LLC US 15.7 
Morison Capital Management, LLC US 3.8 
Mork Capital Management Healdsburg CA US 65.0 
Morley Capital Management, Inc. Portland OR US 17991.9 
Morling Financial Advisors, LLC San Francisco CA US 56.6 
Morningside Inv Advisors San Francisco CA US 0.0 
Morningside Tmt (china) Limited Hong Kong HK 0.0 
Morningstar Associates, LLC Chicago IL US 12832.7 
Morningstar Inv Service,Inc Chicago IL US 5171.3 
Morningview Capital, Inc. Calabasas CA US 0.2 
Morr Capital Management, Inc. Alpharetta GA US 0.0 
Morrill Financial Service US 8.1 
Morris & Morse Co Inc Boston MA US 0.0 
Morris Associates LLC New York NY US 95.2 
Morris Capital Advisors Inc Malvern PA US 321.1 
Morris Financial Concepts, Inc. Mount Pleasant SC US 170.3 
Morris Group Advisory Service, Inc Indianapolis IN US 0.0 
Morris Inv Counsel, Inc. US 17.1 
Morris Wealth Management Anderson CA US 34.2 
Morris, Paul R. Covington LA US 0.8 
Morrison Asset Management, LLC US 9.5 
Morrison Fiduciary Advisors, Inc. Pittsburgh PA US 0.0 
Morrison Financial US 18.5 
Morrison Street Capital, LLC Portland OR US 250.0 
Morse Capital Management, Inc. Tulsa OK US 8.3 
Morse Capital Partners, LLC Mechanicsville VA US 135.6 
Morse Inv Management Company, Inc. Farmington CT US 3.8 
Mort Kelly Financial Service, LLC US 0.0 
Morter Inv Management LLC US 0.0 
Mortgage INDS Advisory Company New York NY US 65.0 
Morton Capital Management Calabasas CA US 1321.3 
Morton Wealth Advisors Wellelsey MA US 81.0 
Morton Wealth Management LLC Greensboro NC US 290.4 
Morven Advisors, LLC New York NY US 818.5 
Mos Capital, Inc. Norfolk VA US 88.1 
Mosaic Advisory Group US 0.0 
Mosaic Financial Advisors, LLC US 44.0 
Mosaic Financial Partners, Inc. San Francisco CA US 575.0 
Mosaic Research, Inc. Portland OR US 0.0 
Mosaic Wealth Management, LLC. US 43.8 
Mosby Lincoln Lc Wichita KS US 343.9 
Moscaret Inv Advisory Pasadena CA US 0.0 
Moseley Inv Management, Inc. Bradention FL US 68.4 
Moseman & Associates US 0.0 
Moser & Heier Financial Solutions Lisle IL US 0.0 
Moser Wealth Advisors Bellevue WA US 51.1 
Mosher & Ellis Financial Planning, Inc. Lafayette CA US 0.0 
Moss & Company, P.a. Maitland FL US 27.7 
Moss Adams Wealth Advisors LLC Seattle WA US 1599.6 
Moss Booth Wealth Advisors, LLC. Scottsdale AZ US 198.1 
Moss Joseph H Inc US 31.3 
Moss, Luse & Womble, LLC Addison TX US 21.2 
Mote Wealth Management, LLC US 31.0 
Motiwala Capital US 1.5 
Motley Fool Asset Management Alexandria VA US 658.7 
Motley Fool Financial Planning Alexandria VA US 130.0 
Moudrost, LLC US 1.2 
Mouly Financial Management, Inc. Davie FL US 14.0 
Mount Kellett Capital Management LP New York NY US 7402.1 
Mount Lucas Management LP Newtown PA US 1437.2 
Mount Vernon Associates Inc Baltimore MD US 99.1 
Mount Yale Asset Management, LLC Denver CO US 414.4 
Mount Yale Inv Advisors, LLC Denver CO US 862.7 
Mountain Capital Inv Advisors, LLC Centennial CO US 22.0 
Mountain Capital Management Inc US 52.6 
Mountain Lake Inv Management LLC Mill Valley CA US 324.0 
Mountain Pacific Advisors, LLC Bellevue WA US 435.0 
Mountain Pacific Inv Advisers Inc Boise ID US 946.1 
Mountain Spruce Inv Management, Inc. US 0.0 
Mountain State Analytics, LLC US 8.0 
Mountaineer Financial Planning, LLC Saint Albans WV US 0.0 
Mountaineer Partners Management, LLC New York NY US 77.4 
Mountebank, LLC US 7.2 
Mountgrange Inv Management LLP London UK 0.0 
Mowell Financial Group, NA Tallahassee FL US 40.8 
Mowen Capital Management US 0.0 
Mowery & Schoenfeld Wealth Management, LLC Lincolnshire IL US 14.6 
Mowery Capital Management, LLC Mckinney TX US 35.0 
Mowrey, Timothy J US 36.2 
Moy Inv Management, LLC Cincinnati OH US 23.5 
Mozaic, LLC Beverly Hills CA US 1525.4 
Mozingo Monitor, Inc. US 1.6 
Mp Ria, LLC Denver CO US 969.0 
Mp Securitized Credit Partners L.P. New York NY US 778.7 
Mpa Capital Management LLC Wilmington DE US 90.7 
Mpam Credit Trading Partners L.P. Cleveland OH US 531.3 
Mpc Advisers, LLC Brookfield WI US 296.0 
Mpc Capital Advisors, LLC New York NY US 9499.4 
Mpc Wealth Management Omaha NE US 3.8 
Mpi Advisory Group, LLC San Jose CA US 0.0 
Mpi Inv Management Inc Hinsdale IL US 305.0 
Mpm Asset Management LLC Boston MA US 0.0 
Mpm Wealth Advisors, Inc. Holland OH US 435.1 
Mpmg & Partners Usa, LLC New York NY US 42.6 
Mpn Capital Management LLC New York NY US 0.0 
Mps-loria Financial Planners,LLC Burr Ridge IL US 295.0 
Mqs Advisors, LLC Englewood NJ US 0.0 
Mqs Management, LLC New York NY US 370.3 
Mr Advisors, LLC US 21.0 
Mraz, Amerine & Associates, Inc. Modesto CA US 353.6 
Mrd Financial Advisors, LLC Norfolk VA US 0.0 
Mrd, Inc. US 98.8 
Mrj Capital, Inc. New York NY US 167.2 
Mrm Asset Allocation Group, Inc. St Louis MO US 84.5 
Mrm Wealth Management, LLC Penfield NY US 9.1 
Ms Capital Management, LLC. US 9.9 
Ms Capital Partners Adviser Inc. New York NY US 3714.1 
Msdc Management, L.P. New York NY US 7588.5 
Msdw Real Estate Special Situations Manager LLC New York NY US 58.0 
Msf Capital, LLC New York NY US 454.9 
Msm Financial Strategies US 22.6 
Msouth Equity Partners, LLC Atlanta GA US 748.2 
Msr Capital Management San Francisco CA US 106.0 
Msr Fund Manager, LLC Denver CO US 547.9 
Msref , Inc. New York NY US 96.5 
Msref Real Estate Advisor, Inc. New York NY US 6878.3 
Msref, LLC New York NY US 372.2 
Msref, LLC. New York NY US 891.1 
Msress Manager, LLC. New York NY US 3408.2 
Msrh, LLC New York NY 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 $100 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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