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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 Investments 1.5 
Modera Wealth Management, LLC Boston MA US 1586.6 
Modern Asset Management LLC Columbus NE US 10.7 
Modern Capital Associates, Inc. 6.5 
Modern Portfolio Consultants, LLC 294.8 
Modern Wealth Concepts LLC 5.0 
Modica Financial & Tax Service Atascadero CA US 2.4 
Modiri Asset Management Laguna Hills CA US 2.0 
Modular Financial Solutions, Inc. 0.0 
Modulo Capital Rio De Janeiro BR 0.0 
Moe Investment Management, LLC Spokane WA US 1.6 
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 19.9 
Mohawk Asset Management Inc 5.1 
Mohawk Capital Advisors, LLC 25.6 
Mohican Financial Management, LLC Cooperstown NY US 579.4 
Mohlman Asset Management Fund, LLC 1.2 
Mohlman Asset Management, LLC 139.7 
Mohon Capital Management 0.0 
Mohr Davidow Ventures Menlo Park CA US 0.0 
Moirai Capital Management LLC San Francisco CA US 75.8 
Moisand Fitzgerald Tamayo, LLC Orlando FL US 332.1 
Mojave Capital Management, LLC New York NY US 0.0 
Mok Capital Management Los Altos CA US 52.3 
Moka Investors, LLC Playa Del Rey CA US 2.0 
Moldenhauer & Company, Inc. Tyrone GA US 7.2 
Moler Capital Management Irvine CA US 120.2 
Moller Financial Service Northfield IL US 340.7 
Mollot & Hardy, Inc. Amherst NY US 20.3 
Molotsky Tax Advisory Group, LLC Collingswood NJ US 12.8 
Molter Brennan & Co. 0.0 
Molumphy Capital Management San Francisco CA US 49.7 
Momentum Advisors New York NY US 35.4 
Momentum Capital Management 1.4 
Momentum Funds 1.0 
Momentum Investment Management, LLC 1.2 
Mona Moore & Associates 1.1 
Monaco Capital Management, LLC Virginia Beach VA US 87.1 
Monaco Wealth Management LLC 5.0 
Monaco Wealth Management, LLC Leawood KS US 20.0 
Monadnock Capital Partners, LLC 18.1 
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 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 0.0 
Monashee Investment Management, LLC Boston MA US 89.6 
Monashees Capital Sao Paulo BR 0.0 
Monberg Consulting Service 0.0 
Moncrief Willingham Energy Advisers, L.P. Houston TX US 46.0 
Mondrian Investment LP London UK 70355.9 
Mondrian Investment Partners (u.s.), Inc. Philadelphia PA US 0.0 
Moneco Fairfield CT US 0.0 
Moneco Advisors Fairfield CT US 151.0 
Moneda International, Inc. Las Condes, Santiago CL 0.0 
Moneda S.a. Administradora General De Fondos Santiago CL 0.0 
Moneda Usa, Inc. New York NY US 485.5 
Monegy, Inc. Toronto, Ontrario CA 2598.7 
Monere Wealth Management, Inc. Chicago IL US 95.8 
Moneta Advisors LLC 0.0 
Moneta Group Investment Advisors, LLC Clayton MO US 13817.3 
Moneta Investment Consulting Inc 0.0 
Monetary Management Corporation San Francisco CA US 20.9 
Monetary Management Group Inc St Louis MO US 313.7 
Monetary Solutions, Limited. Dayton OH US 62.5 
Monetta Financial Service Inc Wheaton IL US 190.9 
Money & Investment 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 956.5 
Money Consultants Advisory, Inc. 0.0 
Money Management Concepts Inc. Melbourne FL US 42.0 
Money Management Service Inc Birmingham AL US 180.4 
Money Manager Review 0.0 
Money Managers Advisory Oak Brook IL US 41.1 
Money Managers Inc San Antonio TX US 4.2 
Money Managers, Inc. Laguna Hills CA US 3.8 
Money Matters Avon CT US 63.8 
Money Matters Minneapolis MN US 7.5 
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 4.4 
Money Plans Silver Spring MD US 72.4 
Money Poole...solutions For Life, LLC 2.4 
Money Professionals Group LLC Orlando FL US 3.4 
Money Professionals, LLC Pensacola FL US 43.2 
Money Sense 0.0 
Money Strategies Inc Melbourne FL US 35.0 
Money Watch Advisors Inc Lexington KY US 118.3 
Money Wize Management LLC 0.6 
Money4front 0.0 
Moneyguide Advisory, LLC Powhatan VA US 0.0 
Moneyminders, LLC 24.6 
Moneytime With Kevin Boden 0.0 
Moneywell 19.6 
Moneywise Financial Advisors 12.0 
Moneywise Financial Advisors 6.9 
Monique Asset Management, LLC 0.4 
Monitor Clipper Partners, LLC Boston MA US 1015.3 
Monitor Ventures Los Altos CA US 0.0 
Monitor Wealth Group Wooster OH US 25.0 
Monk, Stan 45.0 
Monmouth Investment Advisors, LLC 7.5 
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 1344.4 
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 35.3 
Mont Blanc Asset Los Angeles CA US 0.2 
Mont Pelerin Capital, LLC Newport Beach CA US 0.0 
Montag Atlanta GA US 1245.6 
Montag & Caldwell, LLC Atlanta GA US 14221.3 
Montage Capital Cupertino CA US 0.0 
Montage Investments, LLC Leawood KS US 236.7 
Montagu Private Equity, LLP London UK 0.0 
Montana Investment Advisors Inc Bozeman MT US 53.9 
Montanaro Asset Management Limited London UK 0.0 
Montcalm Tcr LLC San Francisco CA US 115.8 
Montchanin Asset Management, LLC Montchanin DE US 93.9 
Monte Capital Group LLC 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 25.1 
Montello Wealth Management, Inc. Palm Beach Gardens FL US 23.0 
Monterey Asset Management 0.0 
Monterey Bay Asset Management LLC Monterey CA US 10.0 
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 74.1 
Montgomery Capital Management, LLC Newport News VA US 59.4 
Montgomery Financial Advisors LLC 37.5 
Montgomery Financial Service 0.0 
Montgomery Investment Management Inc Bethesda MD US 220.9 
Montgomery Taylor & Company, LLC Santa Rosa CA US 39.9 
Montibus Capital Management LLC. Portland OR US 975.3 
Monticello Associates Inc Denver CO US 0.0 
Monticello Investment Service, Inc. Joplin MO US 47.6 
Montis Financial, LLC Waltham MA US 441.8 
Montlake Capital Seattle WA US 0.0 
Montpelier Investment Management LLP London UK 0.0 
Montreux Equity Partners San Francisco CA US 0.0 
Montreux Investments, LLC 0.0 
Montrose Advisers, LLC. 28.0 
Montrose Advisors Inc New York NY US 270.4 
Montrose Private Clients New York NY US 31.9 
Montrusco Bolton Investments Inc. Montreal CA 5999.6 
Montvue Capital Management, Inc. Lynchburg VA US 91.9 
Monument Advisors, Inc. Indianapolis IN US 0.0 
Monument Capital Management, Inc 4.6 
Monument Group Wealth Advisors, LLC Concord MA US 212.6 
Monument Investments Inc. Albany TX US 37.2 
Monument Wealth Advisory, LLC Plano TX US 0.0 
Monument Wealth Management Alexandria VA US 130.0 
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 41.7 
Moore Financial Advisors, Limited. 31.4 
Moore Financial Group Littleton CO US 55.9 
Moore Financial Planning Advisors, LLC Davie FL US 2.9 
Moore Financial Service Group, LLC Irvine CA US 0.5 
Moore Financial Strategies, LLC Bloomfield Hills MI US 0.0 
Moore Wealth Management LLC. Seattle WA US 40.0 
Moore, Dorothea Jane 25.3 
Moore, Ronald Keith 0.0 
Moorfield Investment Management Limited London, England UK 0.0 
Moorhouse, W. Keith 0.0 
Mooring Fund Manager, LLC Vienna VA US 0.0 
Moors & Cabot, Inc Boston MA US 1024.2 
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 3903.2 
More For Less Financial Solutions, LLC 130.9 
Moreau Investment Management Co 21.5 
Morehead Capital Management, LLC Raleigh NC US 0.0 
Moreton Asset Management, LLC Salt Lake City UT US 256.5 
Morgan Capital Management, Inc. Mercer Island WA US 0.0 
Morgan Creek Capital Management, LLC Chapel Hill NC US 3894.4 
Morgan Dempsey Capital Management LLC Menomonee Falls WI US 340.5 
Morgan Financial Advisors Inc 16.8 
Morgan Financial Inc Boyertown PA US 24.5 
Morgan Finch, LLC 0.0 
Morgan International Trade Corporation Beaverton OR US 0.0 
Morgan Investments Inc Greenville SC US 42.4 
Morgan Kenwood Advisors, LLC Greendale WI US 221.0 
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 Investment Management (japan) Co., Limited. JP 5497.5 
Morgan Stanley Investment Management Company Singapore SG 22649.2 
Morgan Stanley Investment Management Inc. New York NY US 234592.5 
Morgan Stanley Investment 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 Ii LLC New York NY US 0.0 
Morgan Stanley Smith Barney Private Management LLC New York NY US 251.9 
Morgan Wealth Management, Inc. Surprise AZ US 0.0 
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 1313.5 
Morgenthaler Tech Investment Company, LLC Menlo Park CA US 0.0 
Morgillo Financial Management, Inc. North Andover MA US 106.5 
Mori Huston Partners Miami FL US 213.9 
Morin Private Client Group, LLC 15.7 
Morison Capital Management, LLC 3.8 
Mork Capital Management Healdsburg CA US 94.5 
Morley Capital Management, Inc. Portland OR US 17991.9 
Morling Financial Advisors, LLC San Francisco CA US 82.3 
Morningside Investment 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 Investment 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 10.0 
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 170.2 
Morris Group Advisory Service, Inc Indianapolis IN US 0.0 
Morris Investment Counsel, Inc. 17.3 
Morris Wealth Management Anderson CA US 37.4 
Morris, Paul R. Covington LA US 0.8 
Morrison Asset Management, LLC 9.6 
Morrison Fiduciary Advisors, Inc. Pittsburgh PA US 0.0 
Morrison Financial 21.0 
Morrison Street Capital, LLC Portland OR US 250.0 
Morse Capital Management, Inc. Tulsa OK US 10.6 
Morse Capital Partners Oil & Gas LLC Richmond VA US 0.0 
Morse Capital Partners, LLC Richmond VA US 135.6 
Morse Investment Management Company, Inc. Farmington CT US 3.8 
Mort Kelly Financial Service, LLC 1.0 
Morter Investment Management LLC 3.3 
Mortgage INDS Advisory Company New York NY US 65.0 
Morton Capital Management, LLC Calabasas CA US 1459.9 
Morton Wealth Advisors Wellelsey MA US 72.6 
Morton Wealth Management LLC Greensboro NC US 290.4 
Morven Advisors, LLC New York NY US 818.5 
Mos Capital, Inc. Norfolk VA US 101.5 
Mosaic Advisory Group 0.0 
Mosaic Financial Advisors, LLC 56.3 
Mosaic Financial Partners, Inc. San Francisco CA US 575.0 
Mosaic Investment Partners, Inc. Guaynabo PR 0.0 
Mosaic Research, Inc. Portland OR US 0.0 
Mosaic Wealth Management, LLC. 51.5 
Mosby Lincoln Lc Wichita KS US 343.9 
Moscaret Investment Advisory Pasadena CA US 0.0 
Moseley Investment Management, Inc. Bradention FL US 75.1 
Moseman & Associates 0.0 
Moser & Heier Financial Solutions Lisle IL US 0.0 
Moser Wealth Advisors Bellevue WA US 67.9 
Mosher & Ellis Financial Planning, Inc. Lafayette CA US 0.0 
Moss & Company, P.a. Maitland FL US 33.4 
Moss Adams Wealth Advisors LLC Seattle WA US 1599.6 
Moss Booth Wealth Advisors, LLC. Scottsdale AZ US 198.1 
Moss Joseph H Inc 21.0 
Moss, Luse & Womble, LLC Addison TX US 28.5 
Mote Wealth Management, LLC 36.0 
Motiwala Capital 3.1 
Motley Fool Asset Management Alexandria VA US 658.8 
Motley Fool Wealth Management, LLC Alexandria VA US 130.0 
Moudrost, LLC 1.1 
Mouly Financial Management, Inc. Davie FL US 16.5 
Mount Kellett Capital Management LP New York NY US 7527.1 
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 Investment Advisors, LLC Denver CO US 862.7 
Mountain Brook Capital Management, LLC New York NY US 0.0 
Mountain Capital Investment Advisors, LLC 29.0 
Mountain Capital Management Inc 56.2 
Mountain Lake Investment Management LLC Mill Valley CA US 324.0 
Mountain Pacific Advisors, LLC Bellevue WA US 435.0 
Mountain Pacific Investment Advisers Inc Boise ID US 946.1 
Mountain Spruce Investment Management, Inc. 0.0 
Mountain State Analytics, LLC 13.3 
Mountaineer Financial Planning, LLC Saint Albans WV US 0.0 
Mountaineer Partners Management, LLC New York NY US 77.4 
Mountebank, LLC 7.2 
Mountgrange Investment Management LLP London UK 0.0 
Mowell Financial Group, NA Tallahassee FL US 42.7 
Mowen Capital Management 0.0 
Mowery & Schoenfeld Wealth Management, LLC Lincolnshire IL US 0.0 
Mowery Capital Management, LLC Mckinney TX US 35.0 
Mowrey Investment Management 39.7 
Moy Investment Management, LLC Cincinnati OH US 28.0 
Mozaic, LLC Beverly Hills CA US 1525.4 
Mozingo Monitor, Inc. 1.1 
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 90.8 
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 Investment 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 0.0 
Mps Funds LLC New York NY US 10.0 
Mps-loria Financial Planners,LLC Burr Ridge IL US 295.0 
Mpwm Advisory Solutions LLC New York NY US 39.6 
Mqs Advisors, LLC Englewood NJ US 0.0 
Mqs Management, LLC New York NY US 370.3 
Mr Advisors, LLC 20.3 
Mraz, Amerine & Associates, Inc. Modesto CA US 353.6 
Mrd Financial Advisors, LLC Norfolk VA US 0.0 
Mrd, Inc. 98.8 
Mrj Capital, Inc. New York NY US 167.2 
Mrm Asset Allocation Group, Inc. St Louis MO US 108.2 
Mrm Wealth Management, LLC Penfield NY US 26.3 
Ms Capital Management, LLC. 9.9 
Ms Capital Partners Adviser Inc. New York NY US 3714.1 
Msc Adviser I, LLC Houston TX US 77.6 
Msci Esg Research Inc. New York NY US 0.0 
Msdc Management, L.P. New York NY US 7588.5 
Msdw Real Estate Special Situations Ii Manager LLC New York NY US 58.0 
Msf Capital, LLC New York NY US 454.9 
Msm Financial Strategies 22.6 
Msouth Equity Partners, LLC Atlanta GA US 748.2 
Msr Capital Management San Francisco CA US 106.0 
Msref Iii, Inc. New York NY US 96.5 
Msref Iv, LLC New York NY US 372.2 
Msref Real Estate Advisor, Inc. New York NY US 6878.3 
Msref V, LLC. New York NY US 891.1 
Msress Iii 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.

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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