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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Moab Capital Partners, LLC New York NY US 553.7 
Mobjack Investments 1.6 
Modera Wealth Management, LLC Westwood NJ US 1621.4 
Modern Asset Management LLC Columbus NE US 12.3 
Modern Capital Associates, Inc. 7.0 
Modern Capital Group LLC New York NY US 43.6 
Modern Portfolio Consultants Company Omaha NE US 4.7 
Modern Portfolio Consultants, LLC 340.0 
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 Gestao De Recursos LTDA Rio De Janeiro BR 0.0 
Moe Investment Management, LLC Spokane WA US 1.8 
Moelis Capital Partners LLC New York NY US 968.3 
Moeller Financial Advisors Plain City OH US 0.0 
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 43.0 
Mohlman Asset Management Fund, LLC 1.2 
Mohlman Asset Management, LLC 133.0 
Mohon Capital Management 0.0 
Moirai Wealth Management LLC 81.8 
Moisand Fitzgerald Tamayo, LLC Orlando FL US 373.8 
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 0.0 
Moloney Securities Asset Management LLC Manchester MO US 0.0 
Moloney Securities Co., Inc. Manchester MO US 237.0 
Molotsky Tax Advisory Group, LLC Collingswood NJ US 10.8 
Molter Brennan & Co. 0.0 
Molumphy Capital Management Burlingame CA US 29.3 
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 100.8 
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 Advisory Group Franklin TN US 0.0 
Monarch Alternative Capital Europe London UK 0.0 
Monarch Alternative Capital LP New York NY US 6380.5 
Monarch Capital Management Inc Fort Wayne IN US 323.3 
Monarch Partners Asset Management LLC Boston MA US 991.3 
Monarch Wealth Management LLC Orlando FL US 0.0 
Monashee Investment Management, LLC Boston MA US 361.0 
Monashees GestÃo De Investimentos LTDA SÃo 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 64102.2 
Mondrian Investment Partners u.s., Inc. Philadelphia PA US 0.0 
Moneco Fairfield CT US 0.0 
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 341.5 
Monegy, Inc. Toronto, Ontrario CA 2213.0 
Monere Wealth Management, Inc. Chicago IL US 95.0 
Moneta Advisors LLC 0.0 
Monetary Management Corporation San Francisco CA US 20.3 
Monetary Solutions, Limited. Dayton OH US 81.8 
Monetta Financial Service Inc Wheaton IL US 211.5 
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 Capital Corporation Palm Beach Gardens FL US 961.2 
Money Consultants Advisory, Inc. 0.0 
Money Management Concepts Inc. Melbourne FL US 65.8 
Money Management Service, Inc. Birmingham AL US 193.5 
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 Financial Group Inc Phoenix AZ US 840.3 
Money Matters With Ken Moraif Plano TX US 2659.6 
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 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 
Moneywatch Advisors Inc Lexington KY US 124.3 
Moneywell 17.2 
Moneywise Financial Advisors 7.0 
Moneywise Financial Advisors 12.3 
Moneywise Inc Forest VA US 193.0 
Monique Asset Management, LLC 0.4 
Monitor Clipper Partners, LLC Boston MA US 897.7 
Monitor Venture Associates, LLC 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 
Monograph Wealth Advisors, LLC El Segundo CA US 516.3 
Monolith Advisors LLC Buffalo NY US 37.1 
Monomoy Capital Management, L.P. New York NY US 868.7 
Monroe Capital Bdc Advisors, LLC Chicago IL US 243.6 
Monroe Hall Asset Management, LLC New York NY US 386.0 
Monsoon Capital, LLC Bethesda MD US 148.4 
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 1384.4 
Montag & Caldwell, LLC Atlanta GA US 9755.2 
Montage Capital Holdings, LLC Cupertino CA US 0.0 
Montage Investments, LLC Leawood KS US 249.5 
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 134.6 
Montchanin Asset Management, LLC Montchanin DE US 94.0 
Monte Capital Group LLC 51.9 
Monte Financial Group, LLC Guilford CT US 158.3 
Montebello Partners LLC Suffern NY US 28.5 
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 443.9 
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 203.9 
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 0.0 
Monticello Wealth Management, LLC San Antonio TX US 285.6 
Montis Financial, LLC Waltham MA US 470.8 
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 
Montrose Advisers, LLC. 28.0 
Montrose Advisors Inc New York NY US 328.8 
Montrusco Bolton Investments Inc. Montreal CA 4482.3 
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 Investments Inc. Albany TX US 35.2 
Monument Wealth Advisory, LLC Plano TX US 0.0 
Monument Wealth Management Alexandria VA US 220.9 
Mooberry Financial Management, LLC Lawrence KS US 0.0 
Moody Aldrich Partners, LLC Marblehead MA US 28.1 
Moody Reid Financial Advisors L.P. Kansas City MO US 0.0 
Moody, Lynn & Lieberson, LLC Boston MA US 961.8 
Moon Capital Management LLC Knoxville TN US 173.4 
Moon Capital Management LP New York NY US 1754.1 
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 32683.9 
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 
Moquist Thorvilson Kaufmann Kennedy And Pieper LLC Edina MN US 6.0 
Mora Wealth Management LLC Miami FL US 304.0 
Morado Ventures, LLC Palo Alto CA US 0.0 
Morant Wright Management Limited London UK 4194.3 
More For Less Financial Solutions, LLC 145.3 
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 3574.5 
Morgan Dempsey Capital Management LLC Menomonee Falls WI US 396.6 
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 366.0 
Morgan Stanley Aip GP LP West Conshohocken PA US 24407.3 
Morgan Stanley Infrastructure Inc. New York NY US 5934.7 
Morgan Stanley Investment Management Company Singapore SG 21747.4 
Morgan Stanley Investment Management Inc. New York NY US 257359.0 
Morgan Stanley Investment Management japan Co., Limited. JP 4887.2 
Morgan Stanley Investment Management Limited London UK 62781.0 
Morgan Stanley Private Equity Asia, Inc. New York NY US 4244.9 
Morgan Stanley Real Estate Advisor, Inc. New York US 0.2 
Morgan Wealth Management, Inc. Surprise AZ US 0.0 
Morgan, Neil F. Marietta GA US 6.0 
Morgillo Financial Management Inc North Andover MA US 113.0 
Mori Huston Partners Miami FL US 33.4 
Morin Private Client Group, LLC 15.8 
Morison Capital Management, LLC 3.8 
Mork Capital Management Healdsburg CA US 0.0 
Morley Capital Management, Inc. Portland OR US 17059.9 
Morningside Asset Management LLC Atlanta GA US 10.0 
Morningside Investment Advisors San Francisco CA US 0.0 
Morningside Tmt china Limited Hong Kong HK 0.0 
Morningstar Investment Management LLC Chicago IL US 15224.0 
Morningstar Investment Service LLC Chicago IL US 6423.1 
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 Gary Alan Hong Kong HK 0.0 
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 0.0 
Morrison Financial 21.0 
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 144.0 
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 Corporation New York NY US 30.0 
Morton Capital Management, LLC Calabasas CA US 1442.8 
Morton Wealth Advisors Wellelsey MA US 69.4 
Morton Wealth Management LLC Greensboro NC US 318.2 
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 425.0 
Mosaic Financial Advisors, LLC 58.9 
Mosaic Financial Partners, Inc. San Francisco CA US 612.0 
Mosaic Research, Inc. Portland OR US 0.0 
Mosaic Wealth Management, LLC. 61.3 
Mosaico Management, LLC 0.0 
Mosby Lincoln Lc Wichita KS US 351.0 
Moscaret Investment Advisory Pasadena CA US 0.0 
Moseley Investment Management, Inc. Bradention FL US 84.6 
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 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 5095.8 
Mount Lucas Management LP Newtown CT US 1615.9 
Mount Vernon Associates Inc Baltimore MD US 124.5 
Mount Yale Asset Management, LLC Denver CO US 289.0 
Mount Yale Investment Advisors, LLC Denver CO US 1180.0 
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 Hill Investment Partners Atlantic Highlands NJ US 140.0 
Mountain Lake Investment Management LLC Mill Valley CA US 329.1 
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 102.1 
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 1630.7 
Mozingo Monitor, Inc. 1.1 
Mp Ria, LLC Denver CO US 1115.0 
Mp Securitized Credit Partners L.P. New York NY US 1168.7 
Mpa Capital Management LLC Wilmington DE US 98.0 
Mpam Credit Trading Partners L.P. Cleveland OH US 1208.6 
Mpc Advisers, LLC Brookfield WI US 334.0 
Mpc Capital Advisors, LLC New York NY US 9894.9 
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 335.2 
Mpm Asset Management LLC Cambridge MA US 0.0 
Mpmg & Partners Usa, LLC New York NY US 37.6 
Mpn Capital Management LLC 0.0 
Mps Funds LLC New York NY US 10.0 
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 88.5 
Mr Advisors, LLC 17.4 
Mraz, Amerine & Associates, Inc. Modesto CA US 399.9 
Mrd Financial Advisors, LLC Norfolk VA US 0.0 
Mrem-rc Holdings, LLC Leawood KS US 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 
Mrm-horizon Advisors, LLC Boston US 267.3 
Ms Capital Management, LLC. 9.9 
Ms Capital Partners Adviser Inc. New York NY US 3613.2 
Msc Adviser I, LLC Houston TX US 506.2 
Msci Esg Research Inc. New York NY US 0.0 
Msd Partners, L.P. New York NY US 8433.1 
Msdw Real Estate Special Situations Ii Manager LLC New York NY US 103.4 
Msf Capital, LLC New York NY US 425.5 
Msm Financial Strategies 22.6 
Msouth Equity Partners, LLC Atlanta GA US 730.5 
Msr Advisors, Inc. Westport CT US 0.0 
Msref Iii, Inc. New York NY US 88.8 
Msref Iv, LLC New York NY US 490.3 
Msref Real Estate Advisor, Inc. New York NY US 7193.1 
Msref V, LLC. New York NY US 672.9 
Msress Iii Manager, LLC. New York US 3039.4 
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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