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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Moab Capital Partners, LLC New York NY US 664.7 
Mobjack Investments 1.6 
Modera Wealth Management, LLC Westwood NJ US 1640.2 
Modern Asset Management LLC Columbus NE US 12.3 
Modern Capital Associates, Inc. 7.0 
Modern Capital Group LLC New York NY US 41.9 
Modern Portfolio Consultants, LLC 352.8 
Modern Portfolio Management Inc Holland OH US 437.6 
Modern Wealth Concepts LLC 11.0 
Modica Financial & Tax Service Atascadero CA US 3.4 
Modiri Asset Management Laguna Hills CA US 1.5 
Modular Financial Solutions, Inc. 25.0 
Modulo Capital Rio De Janeiro BR 0.0 
Moe Investment Management, LLC Spokane WA US 1.8 
Moelis Capital Partners LLC New York NY US 988.3 
Moeller Financial Advisors Plain City OH US 0.0 
Moerus Capital Management LLC New York NY US 6.3 
Moga Advisory Service, Inc. Franklin PA US 0.0 
Mogo Management LLC 0.0 
Mogul Wealth Management, Inc. Manhattan Beach CA US 16.1 
Mohawk Asset Management Inc 5.1 
Mohawk Capital Advisors, LLC 36.0 
Mohican Financial Management, LLC Wilton CT US 171.8 
Mohlman Asset Management Fund, LLC 0.0 
Mohlman Asset Management, LLC Fort Wayne IN US 156.6 
Mohon Capital Management 0.0 
Mohr Davidow Ventures Menlo Park CA US 0.0 
Moirai Wealth Management LLC 81.8 
Moisand Fitzgerald Tamayo, LLC Orlando FL US 397.3 
Mojave Capital Management, LLC New York NY US 0.0 
Mok Capital Management Los Altos CA US 57.7 
Moka Investors, LLC Playa Del Rey CA US 2.0 
Moldenhauer & Company, Inc. Tyrone GA US 7.2 
Moler Capital Management Irvine CA US 116.6 
Molewski Financial Solutions LLC Bethlehem PA US 4298.0 
Mollot & Hardy, Inc. Amherst NY US 26.4 
Moloney Investment Advisory LLC Manchester MO US 45.2 
Moloney Securities Asset Management LLC Manchester MO US 407.3 
Moloney Securities Co., Inc. Manchester MO US 257.6 
Molotsky Tax Advisory Group, LLC Collingswood NJ US 10.8 
Molter Brennan & Co. 0.0 
Molumphy Capital Management Burlingame CA US 29.3 
Moment Ventures, LLC Palo Alto CA US 0.0 
Momentum Advisors New York NY US 55.9 
Momentum Capital Management 1.1 
Momentum Funds 1.0 
Momentum Investment Management, LLC 1.3 
Mona Moore & Associates 1.0 
Monaco Capital Management, LLC Virginia Beach VA US 97.0 
Monaco Wealth Management LLC 6.2 
Monaco Wealth Management, LLC Leawood KS US 18.3 
Monadnock Capital Partners, LLC 27.1 
Monaghan Financial Service, Inc. Greenwood Village CO US 1.1 
Monarch New York NY US 5691.2 
Monarch Advisory Group Franklin TN US 0.0 
Monarch Alternative Capital Europe London UK 0.0 
Monarch Capital Management Inc Fort Wayne IN US 323.3 
Monarch Partners Asset Management LLC Boston MA US 1000.1 
Monarch Wealth Management LLC Orlando FL US 0.0 
Monashee Investment Management, LLC Boston MA US 378.4 
Monashees Capital Sao Paulo BR 0.0 
Monberg Consulting Service 0.0 
Moncrief Willingham Energy Advisers, L.P. Houston TX US 27.7 
Mondrian Investment LP London UK 56856.6 
Mondrian Investment Partners u.s., Inc. Philadelphia PA US 0.0 
Moneco Fairfield CT US 0.0 
Moneco Advisors Fairfield CT US 217.6 
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 298.9 
Monegy, Inc. Toronto, Ontrario CA 1856.7 
Monere Wealth Management, Inc. Chicago IL US 95.0 
Moneta Advisors LLC 0.0 
Moneta Group Investment Advisors, LLC Clayton MO US 14528.4 
Moneta Investment Consulting Inc 0.0 
Monetary Management Corporation San Francisco CA US 20.3 
Monetary Management Group Inc St Louis MO US 315.6 
Monetary Solutions, Limited. Dayton OH US 81.8 
Monetta Financial Service Inc Wheaton IL US 181.9 
Money & Investment Concepts Houston Tx 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 1181.5 
Money Consultants Advisory, Inc. 0.0 
Money Management Concepts Inc. Melbourne FL US 65.8 
Money Management Service Inc Birmingham AL US 184.5 
Money Manager Review 0.0 
Money Managers Advisory Oak Brook IL US 41.1 
Money Managers Inc San Antonio US 7.4 
Money Managers, Inc. Laguna Hills CA US 4.5 
Money Matters Minneapolis MN US 7.5 
Money Matters Avon CT US 67.8 
Money Matters With Ken Moraif Plano TX US 2905.6 
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 81.0 
Money For Life, LLC 2.8 
Money Professionals Group LLC Orlando FL US 3.6 
Money Professionals, LLC Pensacola FL US 47.7 
Money Sense 0.0 
Money Strategies Inc Melbourne FL US 25.5 
Money Watch Advisors Inc Lexington KY US 121.2 
Money Wize Management LLC 0.5 
Money4front 0.0 
Moneyguide Advisory, Inc. Powhatan VA US 0.0 
Moneyminders, LLC 25.6 
Moneytime With Kevin Boden 0.0 
Moneywell 17.2 
Moneywise Financial Advisors 7.0 
Moneywise Financial Advisors 12.3 
Monique Asset Management, LLC 0.4 
Monitor Clipper Partners, LLC Boston MA US 612.1 
Monitor Ventures Los Altos CA US 0.0 
Monitor Wealth Group Wooster OH US 25.0 
Monk, Stan 44.4 
Monks Hill Ventures Pte. Limited. Singapore SG 0.0 
Monmouth Investment Advisors, LLC 6.9 
Monocot Wealth Management, LLC Agoura Hills CA US 133.4 
Monograph Wealth Advisors, LLC El Segundo CA US 633.0 
Monolit Capital Management LP Darien CT US 0.0 
Monolith Advisors LLC Buffalo NY US 26.2 
Monomoy Capital Management, L.P. New York NY US 1089.5 
Monongahela Capital Management Harmony PA US 331.9 
Monroe Capital Bdc Advisors, LLC Chicago IL US 360.9 
Monroe Capital Management Advisors LLC Chicago IL US 3313.8 
Monroe Hall Asset Management, LLC New York NY US 277.3 
Monsoon Capital, LLC Bethesda MD US 138.3 
Monsour Advisory Service, Inc. Roanoke VA US 42.0 
Monstershares LLC Rocky River OH US 615.0 
Mont Blanc Asset Los Angeles CA US 0.8 
Mont Pelerin Capital, LLC Irvine CA US 0.0 
Montag Atlanta GA US 1443.1 
Montag & Caldwell, LLC Atlanta GA US 5925.5 
Montage Capital Campbell CA US 0.0 
Montage Investments, LLC Leawood KS US 35.8 
Montagu Private Equity, LLP London UK 0.0 
Montana Investment Advisors Inc Bozeman MT US 56.8 
Montanari Financial Advisors Inc. Norwell MA US 24.1 
Montanaro Asset Management Limited London UK 0.0 
Montcalm Tcr LLC San Francisco CA US 134.0 
Montchanin Asset Management, LLC Montchanin DE US 94.0 
Monte Capital Group LLC 37.0 
Monte Financial Group, LLC Guilford CT US 162.1 
Montebello Partners LLC Suffern NY US 21.0 
Montecito Advisors, Inc. Santa Barbara US 0.0 
Montecito Capital Management Santa Barbara CA US 11.8 
Montello Wealth Management, Inc. Palm Beach Gardens FL US 26.0 
Monterey Asset Management 0.0 
Monterey Bay Asset Management LLC Monterey CA US 10.4 
Monterey Management Group LP San Francisco CA US 414.0 
Monterey Private Wealth, Inc. Monterey CA US 366.4 
Montgomery Brothers Inc Bethesda MD US 96.2 
Montgomery Capital Advisors LLC New York NY US 69.2 
Montgomery Capital Management, LLC Newport News VA US 52.3 
Montgomery Financial Advisors LLC 38.4 
Montgomery Financial Service 0.0 
Montgomery Investment Management Inc Rockville MD US 206.9 
Montgomery Taylor & Company, LLC Santa Rosa CA US 62.3 
Montibus Capital Management LLC. Portland OR US 1003.2 
Monticello Asset Management, LLC New York NY US 54.0 
Monticello Associates Inc Denver CO US 0.0 
Monticello Investment Service, Inc. Neosho MO US 53.0 
Monticello Wealth Management, LLC San Antonio TX US 246.3 
Montis Financial, LLC Waltham MA US 469.0 
Montlake Capital, LLC Seattle WA US 0.0 
Montpelier Investment Management LLP London UK 0.0 
Montreux Advisors, LLC 0.0 
Montreux Investments, LLC 0.0 
Montreux Venture Management, LLC. San Francisco CA US 0.0 
Montrock48 Capital LP New York NY US 0.0 
Montrose Advisers, LLC. 28.0 
Montrose Advisors Inc New York NY US 283.3 
Montrusco Bolton Investments Inc. Montreal CA 4818.9 
Montserrat Global Advisers, LP New York NY US 32.9 
Montvue Capital Management, Inc. Lynchburg VA US 129.7 
Monument Advisors, Inc. Indianapolis IN US 0.0 
Monument Capital Management, Inc 3.7 
Monument Group Wealth Advisors, LLC Concord MA US 219.6 
Monument Investments Inc. Albany TX US 35.2 
Monument Wealth Advisory, LLC Plano TX US 0.0 
Monument Wealth Management Alexandria VA US 199.8 
Mooberry Financial Management, LLC Lawrence KS US 0.0 
Moody Aldrich Partners, LLC Marblehead MA US 71.0 
Moody Reid Financial Advisors L.P. Kansas City MO US 0.0 
Moody, Lynn & Lieberson, LLC Boston MA US 977.2 
Moody, Lynn & Lieberson, LLC Boston MA US 977.2 
Moon Capital Management LP New York NY US 1554.9 
Moon Capital Management, LLC Knoxville TN US 162.9 
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 52980.3 
Moore Colson Wealth Management LLC Marietta GA US 41.0 
Moore Financial Advisors, Limited. 38.6 
Moore Financial Group Littleton CO US 55.9 
Moore Financial Planning Advisors, LLC Davie US 3.1 
Moore Financial Service Group, LLC Irvine CA US 0.6 
Moore Financial Strategies, LLC Bloomfield Hills MI US 0.0 
Moore Wealth Management LLC. Renton WA US 40.6 
Moore, Dorothea Jane 26.3 
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 1058.3 
Moose Hill Advisors LLC 0.0 
Moquist Thorvilson Kaufmann Kennedy And Pieper LLC Edina MN US 6.0 
Mora Wealth Management LLC Miami FL US 540.2 
Morado Ventures, LLC Palo Alto CA US 0.0 
Morant Wright Management Limited London UK 4194.3 
More For Less Financial Solutions, LLC 141.2 
Moreau Investment Management Co 22.4 
Morehead Capital Management, LLC Raleigh NC US 0.0 
Moreton Asset Management, LLC Salt Lake City UT US 582.0 
Morgan Capital Management, Inc. Mercer Island WA US 0.0 
Morgan Creek Capital Management, LLC Chapel Hill NC US 3317.6 
Morgan Dempsey Capital Management LLC Menomonee Falls WI US 275.3 
Morgan Financial Advisors Inc 16.8 
Morgan Financial Inc Boyertown PA US 45.0 
Morgan Finch, LLC 0.0 
Morgan International Trade Corporation Beaverton OR US 0.0 
Morgan Investments Inc Greenville SC US 40.9 
Morgan Kenwood Advisors, LLC Greendale WI US 82.2 
Morgan Rio Capital Management, LLC New York NY US 390.1 
Morgan Stanley Purchase NY US 535890.1 
Morgan Stanley Aip GP LP West Conshohocken PA US 17487.7 
Morgan Stanley Infrastructure Inc. New York NY US 5433.5 
Morgan Stanley Investment Management Company Singapore SG 17407.5 
Morgan Stanley Investment Management Inc. New York NY US 272306.5 
Morgan Stanley Investment Management japan Co., Limited. Chiyoda-ku, Tokyo JP 3847.2 
Morgan Stanley Investment Management Limited London UK 54496.6 
Morgan Stanley Private Equity Asia, Inc. New York NY US 4025.2 
Morgan Stanley Real Estate Advisor, Inc. New York NY US 0.0 
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 180.6 
Morgan Stanley Smith Barney Venture Service LLC New York NY US 237.2 
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 142.1 
Morgenthaler Management Corporation Portola Valley CA US 1048.8 
Morgillo Financial Management, Inc. North Andover MA US 103.0 
Mori Huston Partners Miami FL US 215.7 
Morin Private Client Group, LLC 13.8 
Morison Capital Management, LLC 3.8 
Mork Capital Management Healdsburg CA US 0.0 
Morley Capital Management, Inc. Portland OR US 16696.4 
Morling Financial Advisors, LLC San Francisco CA US 133.4 
Morningside Asset Management LLC Atlanta GA US 10.0 
Morningside Investment Advisors San Francisco CA US 0.0 
Morningside Venture Capital Limited Hong Kong HK 0.0 
Morningstar Investment Management LLC Chicago IL US 56405.8 
Morningstar Investment Service LLC Chicago IL US 6812.5 
Morningview Capital, Inc. Calabasas CA US 0.2 
Morr Capital Management, Inc. Alpharetta GA US 1.0 
Morrill Financial Service 0.0 
Morris & Morse Co Inc Boston MA US 0.0 
Morris Associates LLC New York NY US 94.3 
Morris Capital Advisors Inc Malvern PA US 344.4 
Morris Financial Concepts, Inc. Mount Pleasant SC US 188.0 
Morris Group Advisory Service, Inc Indianapolis IN US 0.0 
Morris Investment Counsel, Inc. 13.3 
Morris Wealth Management Anderson CA US 39.3 
Morris, Paul R. Covington LA US 0.8 
Morrison Asset Management, LLC 9.6 
Morrison Fiduciary Advisors, Inc. Pittsburgh PA US 1230.7 
Morrison Financial 21.0 
Morrison Street Capital, LLC Portland OR US 372.4 
Morse Capital Management, Inc. Tulsa OK US 11.8 
Morse Capital Partners Oil & Gas LLC Richmond VA US 0.0 
Morse Capital Partners, LLC Richmond VA US 125.7 
Morse Investment Management Company, Inc. Farmington CT US 3.8 
Mort Kelly Financial Service, LLC 0.6 
Morter Investment Management LLC 3.3 
Mortgage INDS Advisory Company New York NY US 30.0 
Morton Capital Management, LLC Calabasas CA US 1535.8 
Morton Wealth Advisors Wellelsey MA US 69.4 
Morton Wealth Management LLC Greensboro NC US 321.8 
Morven Advisors, LLC New York NY US 2236.5 
Mos Capital, Inc. Norfolk VA US 106.9 
Mosaic Advisors LLC Houston TX US 116.8 
Mosaic Advisory Group 3.1 
Mosaic Family Wealth, LLC St. Louis MO US 361.0 
Mosaic Financial Advisors, LLC 58.9 
Mosaic Financial Partners, Inc. San Francisco CA US 554.7 
Mosaic Investment Partners, Inc. San Juan PR US 0.0 
Mosaic Research, Inc. Portland OR US 0.0 
Mosaic Wealth Management, LLC. 61.3 
Mosaico Management, LLC Falls Church VA US 0.0 
Mosby Lincoln Lc Wichita KS US 330.0 
Moscaret Investment Advisory Pasadena CA US 0.0 
Moseley Investment Management, Inc. Bradention FL US 103.1 
Moseman & Associates 0.0 
Moser & Heier Financial Solutions Lisle IL US 0.0 
Moser Wealth Advisors Bellevue WA US 74.0 
Mosher & Ellis Financial Planning, Inc. Lafayette CA US 0.0 
Moss & Company, P.a. Maitland FL US 35.8 
Moss Adams Wealth Advisors LLC Seattle WA US 2015.5 
Moss Booth Wealth Advisors, LLC. Scottsdale AZ US 216.2 
Moss Joseph H Inc 21.0 
Moss, Luse & Womble, LLC Addison TX US 36.5 
Mote Wealth Management, LLC 45.0 
Motif Capital Management, Inc. San Mateo CA US 119.0 
Motiwala Capital Irving TX US 5.4 
Motley Fool Asset Management, LLC Alexandria VA US 679.7 
Motley Fool Wealth Management, LLC Alexandria VA US 836.0 
Moudrost, LLC 0.0 
Mouly Financial Management, Inc. Davie FL US 16.5 
Mount Flag, LLC 0.0 
Mount Kellett Capital Management LP New York NY US 3200.0 
Mount Lucas Management LP Newtown PA US 1662.0 
Mount Vernon Associates Inc Baltimore MD US 124.5 
Mount Yale Asset Management, LLC Denver CO US 324.0 
Mount Yale Investment Advisors, LLC Denver CO US 1051.2 
Mountain Brook Capital Management, LLC New York NY US 0.0 
Mountain Capital Investment Advisors, LLC 75.0 
Mountain Capital Management Inc 65.8 
Mountain Capital Management, LLC 280.0 
Mountain Hill Investment Partners Atlantic Highlands NJ US 148.0 
Mountain Lake Investment Management LLC Mill Valley CA US 243.6 
Mountain Pacific Advisors, LLC Bellevue WA US 4596.0 
Mountain Pacific Investment Advisers Inc Boise ID US 957.6 
Mountain Spruce Investment Management, Inc. 0.0 
Mountain State Analytics, LLC 20.7 
Mountaineer Financial Planning, LLC Saint Albans VA US 0.0 
Mountaineer Partners Management, LLC New York NY US 81.0 
Mountebank, LLC 4.1 
Mountgrange Investment Management LLP London UK 0.0 
Mowell Financial Group, NA Tallahassee FL US 36.9 
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 45.7 
Moy Investment Management, LLC Cincinnati OH US 30.0 
Mozaic, LLC Beverly Hills CA US 1677.0 
Mozingo Monitor, Inc. 1.1 
Mp Ria, LLC Denver CO US 935.7 
Mp Securitized Credit Partners L.P. New York NY US 1458.6 
Mpa Capital Management LLC Wilmington DE US 64.4 
Mpam Credit Trading Partners L.P. Cleveland OH US 505.6 
Mpc Advisers, LLC Brookfield WI US 336.0 
Mpc Capital Advisors, LLC New York NY US 10500.0 
Mpc Wealth Management Omaha NE US 5.8 
Mpe Mgt. Co., LLC Cleveland OH US 0.0 
Mpi Advisory Group, LLC San Jose Ca 0.0 
Mpi Investment Management Inc Hinsdale IL US 289.7 
Mpm Asset Management LLC Cambridge MA US 1378.9 
Mpm Oncology Impact Management, L.P. Cambridge MA US 0.0 
Mpmg & Partners Usa, LLC New York NY US 44.6 
Mpn Capital Management LLC 0.0 
Mps Funds LLC New York NY US 10.0 
Mps-loria Financial Planners,LLC Burr Ridge IL US 303.0 
Mpwm Advisory Solutions LLC New York NY US 47.6 
Mqs Advisors, LLC Englewood NJ US 0.0 
Mqs Management, LLC New York NY US 106.7 
Mr Advisors, LLC 17.4 
Mra Associates Phoenix AZ US 2364.9 
Mraz, Amerine & Associates, Inc. Modesto CA US 380.9 
Mrd Financial Advisors, LLC Norfolk VA US 0.0 
Mrd, Inc. 78.1 
Mrec Management, LLC Los Angeles CA US 38.5 
Mrep Ii GP Limited St Peter Port GG 0.0 
Mrj Capital, Inc. New York NY US 162.1 
Mrm Group St Louis MO US 106.6 
Mrm Wealth Management, LLC Penfield NY US 28.4 
Ms Capital Management, LLC. 9.9 
Ms Capital Partners Adviser Inc. New York NY US 3607.4 
Msc Adviser I, LLC Houston TX US 893.4 
Msci Esg Research Inc. New York NY US 0.0 
Msd Partners, L.P. New York NY US 7482.6 
Msdw Real Estate Special Situations Ii Manager LLC New York NY US 103.4 
Msf Capital, LLC New York NY US 425.5 
Msi Financial Service, Inc. Springfield MA US 13803.7 
Msm Financial Strategies 22.6 
Msouth Equity Partners, LLC Atlanta GA US 1315.9 
Msr Capital Management San Francisco CA US 85.7 
Msref Iii, Inc. New York NY US 12.5 
Msref Iv, LLC New York NY US 173.8 
Msref Real Estate Advisor, Inc. New York NY US 6492.3 
Msref V, LLC. New York NY US 467.8 
Msress Iii Manager, LLC. New York NY US 2061.7 
Msrh, LLC New York NY US 0.0 
Mst Capital Pty Limited Sydney AU 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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