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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Pochop Financial Management, Inc. South Burlington VT US 12.4 
Pocino Associates 1.4 
Podesta & Co. Chicago IL US 0.0 
Podlin International Realty, Ltd. 0.5 
Poehling Capital Management, Inc. Madison WI US 48.4 
Poinciana Advisors Group, LLC Palm Beach Gardens FL US 20.3 
Point Capital Advisory, LLC Salem MA US 12.9 
Point Loma Investment Management, Inc. 3.9 
Point View Financial Services,Inc. Summit NJ US 68.0 
Pointe Capital, Inc. Boca Raton FL US 5.0 
Pointer Capital, LLC Atlanta GA US 64.1 
Poirier, Michael Louis Bangor ME US 6.6 
Poitinger Financial, Inc. Fairlawn OH US 0.0 
Polar Capital London UK 3144.0 
Polar Investment Counsel, Inc. 217.0 
Polaris Advisors, LLC Natick MA US 54.8 
Polaris Asset Management LLC 90.0 
Polaris Capital Management, LLC Boston MA US 1845.8 
Polaris Equity Management, Inc. San Francisco CA US 110.0 
Polaris Financial Planning, LLC. 0.8 
Polaris Financial Services, LLC 2.0 
Polaris Investment Partners, Inc John'S Island SC US 160.6 
Polaris Pacific Financial Planning Services Menlo Park CA US 0.0 
Polaris Retirement Advisors St. Louis MO US 2.6 
Polen Capital Management, LLC Boca Raton FL US 247.8 
Polestar Capital LLC San Francisco CA US 25.3 
Polestar Investment Research, LLC San Francisco CA US 0.0 
Polestar Management Company 10.0 
Poling Capital Management, LLC 8.5 
Polk Financial Services, LLC 17.0 
Pollock Advisory Group, Inc. Allen TX US 8.0 
Pollock Consulting Corporation Portola Valley CA US 34.0 
Pollock Planning Associates Inc Collingswood NJ US 70.5 
Polygon Investment Management 13.2 
Polynous Capital Management Inc San Francisco CA US 12.5 
Pomeroy Financial Planning, LLC. Lima OH US 10.5 
Pomrehn, Martin Glenn Oakbrook Terrace IL US 13.3 
Pon Investment Advisory 14.5 
Ponder Financial Group Half Moon Bay CA US 39.8 
Ponder Investment Co Chicago IL US 1319.4 
Ponderosa Investment Group, LLC 8.6 
Ponderosa Wealth Management Spokane WA US 25.3 
Pontiff, Fairweather + Thompson, P.C. Denver CO US 0.0 
Ponzo Capital Management, Inc. Southlake TX US 1.0 
Pool Capital Partners Houston TX US 47.5 
Pooled Resources 8.0 
Poorman Creek Capital Advisors, LLC 0.4 
Poormans Investment Strategy 1.7 
Popa Financial Services, Inc. Bethel Park PA US 0.0 
Pope Asset Management, LLC Memphis TN US 443.4 
Poplar Forest Capital LLC Pasadena CA US 151.2 
Popular Securities, Inc. Hato Rey PR US 239.3 
Porath Financial Advisory, L.L.C. Erie PA US 0.4 
Porrey Leslie Assoc., LLC Chicago IL US 0.0 
Porta Investment Management Vallejo CA US 12.0 
Portage Trail Consulting LLC 0.0 
Porter Capital Management Co. Greenbrae CA US 77.0 
Portfolio 21 Investments, Inc Portland OR US 320.4 
Portfolio Advisors Alliance, Inc. Atlanta GA US 0.0 
Portfolio Advisors Group, Inc. 3.6 
Portfolio Advisors LLC Darien CT US 24094.7 
Portfolio Advisors, Inc. Fresno CA US 91.7 
Portfolio Advisory Council,L.L.C. Houston TX US 219.5 
Portfolio Advisory Group, Inc. Alexandria VA US 27.9 
Portfolio Analytics Inc Southfield MI US 9.0 
Portfolio Asset Management Albuquerque NM US 49.6 
Portfolio Audit, LLC Private Wealth Management 12.0 
Portfolio Capital Management Inc Charlotte NC US 457.4 
Portfolio Cashflow Management, LLC Lewisville TX US 12.4 
Portfolio Consulting Group Inc East Syracuse NY US 80.5 
Portfolio Design San Mateo CA US 18.0 
Portfolio Design Advisors Seal Beach CA US 122.9 
Portfolio Design Services, LLC 27.7 
Portfolio Diversification Group, Inc. Schaumburg IL US 4.1 
Portfolio Dynamics, Inc Tempe AZ US 6.5 
Portfolio Evaluations, Inc. Warren NJ US 0.0 
Portfolio Hedging Corporation 0.0 
Portfolio Income Advisers, Inc Panama City FL US 0.0 
Portfolio Integration, LLC Greenwich CT US 41.6 
Portfolio Management 62.2 
Portfolio Management & Planning, Inc. 7.3 
Portfolio Management & Research, Inc. Gainesville FL US 10.2 
Portfolio Management Co. St. Louis MO US 13.1 
Portfolio Management Consultants 20.0 
Portfolio Management Consultants, Inc. Denver CO US 439.6 
Portfolio Management Inc. 0.0 
Portfolio Management Network, Inc Pittsburgh PA US 10.0 
Portfolio Management Technology San Francisco CA US 0.0 
Portfolio Manager International L.L.C Salt Lake City UT US 0.1 
Portfolio Matters, Inc. Miami FL US 0.0 
Portfolio Medics, LLC Worthington OH US 15.5 
Portfolio Resources Advisor Group, Inc. Miami FL US 76.0 
Portfolio RX Newport Beach CA US 3.2 
Portfolio Solutions LLC Troy MI US 592.6 
Portfolio Solutions, Inc. 25.0 
Portfolio Strategies Inc Tacoma WA US 177.0 
Portfolio Strategies Inc NY 258.1 
Portfolio Strategy and Management,Ltd. 11.1 
Portfolios Inc Dallas TX US 150.8 
Portfolios Management Company 2.1 
Portfolios Northwest, Inc. 18.2 
Portfoliosboston Wellesley MA US 16.0 
Portformulas Investing, LLC Ada MI US 43.3 
Portland Financial Planning Group Portland ME US 0.0 
Portland Global Advisors LLC Portland ME US 255.6 
Portnoff Financial LLC 1.9 
Portreal, LLC 0.0 
Portsmouth Financial Services San Francisco CA US 8.8 
Poseidon Capital Management, Inc. Houston TX US 28.0 
Posey Capital Houston TX US 61.0 
Positive Financial Advisors,Inc. 1.8 
Post Advisory Group, LLC Los Angeles CA US 7528.6 
Post Asset Management LLC 2.8 
Post Investment Management Charlotte VT US 3.0 
Post Oak Asset Management The Woodlands TX US 13.0 
Post Oak Capital Consultants, Inc Houston TX US 0.0 
Post Oak Energy Advisors, LLC Houston TX US 0.0 
Post Oak Investment Management, Inc Houston TX US 22.0 
Post Road Capital Management, LLC Westport CT US 86.4 
Poterack Capital Advisory, Inc. Charlotte NC US 39.3 
Potkul Capital Management, LLC Parsippany NJ US 7.3 
Potomac Advisors, Inc. 0.0 
Potomac Asset Management Co Inc Frederick MD US 99.7 
Potomac Asset Management, Inc. Woodbridge VA US 7.8 
Potomac Financial Advisors LLC Chevy Chase MD US 7.0 
Potomac Financial Group Gaithersburg MD US 100.0 
Potomac Financial Group, Ltd. Calverton MD US 0.0 
Potomac Fund Management Easton MD US 163.4 
Potomac Investment Company 22.1 
Potomac Investment Management, Inc. 20.6 
Potomac Investments, Inc. Seattle WA US 75.0 
Potrero Capital Research, LLC San Francisco CA US 17.3 
Potter Financial Services Canonsburg PA US 0.0 
Potter Financial Solutions, Inc. Westminster CO US 13.4 
Pottle Financial Services, Inc Pinehurst NC US 23.8 
Potts Weinstein Financial Consulting 0.0 
Poulin Investments & Advisory Services Portland ME US 0.0 
Poulos Advisors, Inc. South Burlington VT US 0.7 
Poulos, Ernest, D. 5.3 
Pound Capital Ltd. Stamford CT US 0.0 
Pound Financial, LLC 0.0 
Powell Cleary Associates, LLC 1.9 
Powell Financial, Inc. Huntersville NC US 27.8 
Powelson, William C. 9.0 
Power Asset Management LLC EL Segundo CA US 130.0 
Power Investing 9.0 
Power Plans 0.0 
Power Wealth Management 0.0 
Powerhouse Capital, LLC Atlanta GA US 6.6 
Powerinvestor, Inc 0.8 
Powerplay Capital Management, LLC Minneapolis MN US 0.0 
Powers Financial Planning 18.2 
Powers Investment Advisory Corp Cleveland OH US 29.4 
Powers, James A 2.9 
Powershares Wheaton IL US 8819.1 
Powis Capital Management, LLC 0.0 
Ppa Advisory Services, Inc. Roswell GA US 56.3 
Ppc Portfolio Consultants, Inc. Columbus OH US 342.0 
Ppg Investments, LLC 54.6 
Ppm America Inc Chicago IL US 59746.1 
Pps & V Asset Management Consultants Inc Portage MI US 165.0 
           
 
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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