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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Suburban Financial Associates,Ltd. Villa Park IL US 0.0 
Success Financial Advisors, LLC Henderson NV US 8.0 
Successful Financial Management Westbrook ME US 0.0 
Successful Money Management Amarillo TX US 0.0 
Successful Money Strategies Inc Fall River MA US 79.2 
Successful Resource Management, Ltd. Urbandale IA US 18.1 
Successful Retirement Planning Institute, Inc. Inverness IL US 0.0 
Successful Retirement, Inc. Edina MN US 0.3 
Suckstorf Financial Consulting, LLC 0.0 
Sucre-Vail Wealth Advisors Houston TX US 31.6 
Sudeley Financial Management,LLC 0.0 
Sue Boemer & Company 19.5 
Sueing Investments, LLC Dallas TX US 0.0 
Suffolk Capital Management New York NY US 1700.0 
Sugar Creek Group Sugar Land TX US 18.2 
Sugarloaf Wealth Management, LLC Duluth GA US 62.7 
Suggest, Inc. Palo Alto CA US 0.9 
Suhrco Real Estate Advisors, Inc. Bellevue WA US 0.0 
Sulich, Fred J. 0.0 
Sullens Accountancy Corporation 0.0 
Sullivan & Associates Colorado Sprindgs CO US 54.5 
Sullivan & Serwitz Los Altos CA US 356.2 
Sullivan Capital Management 28.6 
Sullivan Financial Planning, LLC 0.0 
Sullivan Financial, LLC So. Glastonbury CT US 0.0 
Sullivan Mermel, Inc. Chicago IL US 0.0 
Sullivan Pinnacle Advisors, Ltd. Akron OH US 0.0 
Sullivan Wood Capital Management, LLC Washington DC US 5.0 
Sullivan, Morrissey & Mickle Capital Management Corp New York NY US 70.6 
Summa Capital Management LLC 9.5 
Summa Corp. The Woodlands TX US 63.1 
Summer Advisors, LLC. Atlanta GA US 0.0 
Summer Bridge Financial Planning, LLC 0.0 
Summer Street Financial Advisors, LLC Boston MA US 0.0 
Summers Capital Services Inc Charlottesville VA US 16.6 
Summers Financial Services Inc 21.0 
Summers, Vanessa Santa Monica CA US 0.0 
Summit Accelerator Partners, LLC Boston MA US 77.1 
Summit Advisors, LLC Canonsburg PA US 5.5 
Summit Advisory Services, LLC St. Louis MO US 20.0 
Summit Advisory Solutions, Ltd. Poughkeepsie NY US 11.1 
Summit Asset Management LLC Memphis TN US 334.0 
Summit Asset Management, Inc. Plano TX US 12.5 
Summit Asset Management, Inc. Florham Park NJ US 0.0 
Summit Asset Management, LLC Branford CT US 13.5 
Summit Asset Strategies Wealth Management, LLC Bellevue WA US 18.3 
Summit Capital Advisors Tacoma WA US 23.1 
Summit Capital Advisors, LLC East Hartford CT US 0.0 
Summit Capital Inc. Cleveland OH US 16.0 
Summit Capital Management Group, LLC Boca Raton FL US 26.3 
Summit Capital Management LLC Seattle WA US 471.2 
Summit Capital Strategies, LLC Spokane WA US 143.2 
Summit Circle Resources, L.L.C. Greenwood Village CO US 0.0 
Summit Consultants Fort Wayne IN US 0.0 
Summit Cpa Group, P.C. Rockford IL US 0.0 
Summit Creek Advisors Minneapolis MN US 12.1 
Summit Equities Inc Parsippany NJ US 1342.3 
Summit Equity Management, Inc. 1.8 
Summit Family Wealth Counseling Inc Parsippany NJ US 0.0 
Summit Fianancial Services Londonderry NH US 0.0 
Summit Financial Advisors Gibsonia PA US 12.0 
Summit Financial Advisors Corporation 0.0 
Summit Financial Advisors, LLC San Mateo CA US 148.0 
Summit Financial Advisors, LLC Jamestown NY US 0.0 
Summit Financial Advisory Services 1.1 
Summit Financial Concepts, Inc. 1.6 
Summit Financial Consultants, Inc. Bettendorf IA US 16.0 
Summit Financial Consultants, Inc. Westlake Village CA US 0.0 
Summit Financial Consulting LLC Clinton Township MI US 0.0 
Summit Financial Group Amarillo TX US 1.0 
Summit Financial Group Inc Boca Raton FL US 300.3 
Summit Financial Group, LLC Rome GA US 10.1 
Summit Financial Planning, Inc. Glen Allen VA US 2.9 
Summit Financial Resources Inc Parsippany NJ US 0.0 
Summit Financial Services, Inc. Melville NY US 0.0 
Summit Financial Solutions Woodstock GA US 3.0 
Summit Financial Strategies Inc Columbus OH US 388.1 
Summit Financial Strategies, Inc Amherst NY US 57.4 
Summit Global Management Inc. San Diego CA US 682.9 
Summit International Investments Inc Boston MA US 0.0 
Summit Investment Advisors Pittsburgh PA US 2.5 
Summit Investment Advisors, LLC Bakersfield CA US 0.0 
Summit Investment Group, LLC Tulsa OK US 41.0 
Summit Investment Guidance Partners LLC Grand Rapids MI US 45.5 
Summit Investment Management, Ltd. Milwaukee WI US 69.0 
Summit Investment Partners Lincoln NE US 8591.3 
Summit Investment Partners LLC Cincinnati OH US 4846.3 
Summit Investment Partners, Inc. Cincinnati OH US 916.4 
Summit Investments Management LLC Parsippany NJ US 0.0 
Summit Investments, Inc. Fishers IN US 4.3 
Summit Investor Coach, LLC Guilford CT US 0.0 
Summit Money Management, LLC Frisco CO US 0.0 
Summit Partners Europe, L.P. Boston MA US 1048.2 
Summit Partners Iv, L.P. Boston MA US 14.9 
Summit Partners PE Vii, L.P. Boston MA US 1216.3 
Summit Partners PE Vii, LLC Boston MA US 1216.3 
Summit Partners SD Ii, LLC Boston MA US 25.6 
Summit Partners SD Iii, L.P. Boston MA US 275.7 
Summit Partners SD Iii, LLC Boston MA US 275.7 
Summit Partners SD Iv, L.P. Boston MA US 841.0 
Summit Partners V, L.P. Boston MA US 64.2 
Summit Partners VC Ii, L.P. Boston MA US 145.6 
Summit Partners VC Ii, LLC Boston MA US 145.6 
Summit Partners VI (Gp), L.P. Boston MA US 1519.5 
Summit Partners VI (Gp), LLC Boston MA US 1519.5 
Summit Partners, L.P. Boston MA US 5228.1 
Summit Partners, LLC Boston MA US 141.3 
Summit Planning Group LLC Green Bay WI US 0.0 
Summit Planning Group, Inc. Syracuse NY US 0.0 
Summit Planning Group, LLC Branford CT US 0.0 
Summit Portfolio Advisors, LLC 16.5 
Summit Portfolio Management Inc. Los Angeles CA US 86.1 
Summit Private Investments, Inc. Summit NJ US 321.8 
Summit Rock Advisors, LLC New York NY US 493.0 
Summit Strategies Group St Louis MO US 15.5 
Summit Wealth Advisors LLC Itasca IL US 0.0 
Summit Wealth Advisors, LLC Overland Park KS US 0.0 
Summit Wealth Group, Inc. Colorado Springs CO US 0.0 
Summit Wealth Management, Inc Orlando FL US 451.5 
Summit Wealth Management, LLC Fairfax VA US 20.0 
Summit Wealth Management, LLC 15.0 
Summit Wealth Management, LLC Birmingham AL US 36.9 
Summit Wealth Management, LLC East Hartford CT US 5.3 
Summit Wealth Management,Inc Beverly Hills CA US 5.0 
Summit Wealth Resources, Inc Wimberley TX US 0.0 
Summit Wealth Solutions Bellevue WA US 7.1 
Summitalliance Advisors, L.L.C. Dallas TX US 213.1 
Summitalliance Capital Management, L.L.C. Dallas TX US 329.4 
Summitcrest Capital Inc. San Francisco CA US 8.4 
Sumner Asset Management, Inc. Hendersonville TN US 7.5 
Sumner Financial Advisors Inc 42.4 
Sumnicht & Associates, LLC Appleton WI US 274.5 
Sumski, William J. 0.0 
Sun Advisors, LLC 2.8 
Sun Asset Management, Inc. Bellevue WA US 1.0 
Sun Capital Advisers LLC Wellesley Hills MA US 39293.1 
Sun Financial Services, Inc. 15.8 
Sun Valley Advisors, Inc. 32.1 
Sun Valley Gold LLC Ketchum ID US 415.7 
Sun Valley Investment Professionals LLC 26.7 
Sunbelt Securities Houston TX US 0.0 
Sunbridge Management, Inc. Williamsville NY US 42.0 
Sunburst Partners, LLC 0.0 
Suncoast Advisory Group Sarasota FL US 0.0 
Suncoast Equity Management, Inc. Tampa FL US 75.0 
Sundance Advisors Pittsburgh PA US 25.0 
Sundance Associates 4.9 
Sundance Capital Management, LLC 2.1 
Sundance Wealth Management 3.1 
Sundance Wealth Management Group L.L.C. 0.0 
Sundermann Capital Management LLC Greenwood Village CO US 42.3 
Sundial Capital Management, L.P. Arlington TX US 4.0 
Sundowner Capital Management LLC Bend OR US 41.8 
Sundstrom Capital Management Inc. 18.0 
Sundvold Financial Columbia MO US 7.5 
Sunflower Asset Management Inc. Lenexa KS US 25.5 
Sunlake Investment Management 36.5 
Sunlin Consulting Investment Advisory Services, LLC 0.0 
Sunnymeath Asset Management, Inc. Red Bank NJ US 76.2 
Sunova Capital, LP New York NY US 1277.4 
Sunport Capital, LLC San Antonio TX US 57.0 
Sunrise Advisors Leawood KS US 126.1 
Sunrise Capital Management, LLC Tucson AZ US 14.7 
Sunrise Financial Tucson AZ US 0.0 
Sunrise Investment Advisers LLC 0.0 
Sunrise Investment Management LLC Tucson AZ US 15.3 
Sunrise Investment Services, Inc. 8.8 
Sunrise View Partners LLC Beverly Hills CA US 2.4 
Sunsage Capital Management Grapevine TX US 28.1 
Sunset Financial Management, Inc. Albuquerque NM US 12.4 
Sunset Financial Services, Inc. Kansas City MO US 26.0 
Sunset Partners Capital Management, LLC Northbrook IL US 71.0 
Sunstreet Securities, LLC 1.4 
Suntrust Investment Services, Inc. Atlanta GA US 3406.4 
Suntrust Robinson Humphrey, Inc. Atlanta GA US 1350.0 
Suoritus Partners, LLC New York NY US 31.6 
Superior Investment Company 5.0 
Superior Planning, Inc LA Jolla CA US 0.0 
Surety Investment Services Los Angeles CA US 10.4 
Surevest Capital Management Scottsdale AZ US 15.0 
Surge Capital Denver CO US 800.0 
Surgeons Asset Management, LLC Chicago IL US 22.6 
Susan A. Nestor, P.C. Portland OR US 26.4 
Susan Carlisle Woodland Hills CA US 8.5 
Susan F. Sharin, L.L.C. 20.3 
Susan J Rede Monterey CA US 0.0 
Susan Lee, Ea, Cfp 1.0 
Susan Marie Clancy, Acadia Asset Management Waterford CT US 14.4 
Susan Schwartz Financial Planning Woburn MA US 0.0 
Sussex Financial Group, Inc Deerfield IL US 32.4 
Sussex Investments, Ltd. Beachwood OH US 32.3 
Sussie Jordan, Cfp 0.0 
Sustainable Asset Management USA, Inc. New York NY US 107.1 
Sustainable Growth Advisers, LP Stamford CT US 1412.3 
Sustainable Wealth Management LLC Eugene OR US 86.9 
Sutter Capital Management, LLC Moraga CA US 26.5 
Sutterfield Financial Group, Inc. Bartlesville OK US 79.0 
Suttle, Michael R. Albuquerque NM US 0.0 
Sutton & Associates, LLC 0.6 
Sutton Advisors, PLC Lansing MI US 20.5 
Sutton Place Financial, Inc. 0.0 
Sutton Wealth Advisors, Inc. Tampa FL US 91.0 
Suttonbrook Capital Management LP New York NY US 1334.6 
Suzanne Hall Christian Claremont CA US 0.0 
Suzanne Joseph & Associates, Inc. 33.9 
Suzanne Krasna, Cfp Walnut Creek CA US 0.0 
Suzanne Seay 0.0 
Suzick, Czar Michael 1.4 
SV Capital Management Company 117.0 
SV Hedge Fund Management, LLC Ketchum ID US 1.0 
Sva Wealth Management, Inc. Madison WI US 695.6 
Svanoe & Thompson LLC West Des Moines IA US 51.5 
Svanoe, Svanoe and Associates, LLC West Des Moines IA US 72.3 
Svar/Mm, LLC Santa Monica CA US 12.0 
Svb Asset Management San Francisco CA US 5900.0 
Svetanoff & Associates, P.C. Merrillville IN US 0.0 
Svim / Msm Ii, LLC Santa Monica CA US 0.1 
Svim / Msm, LLC Santa Monica CA US 15.9 
Svl Investment Management Placentia CA US 32.1 
Svof/Mm, LLC Santa Monica CA US 1244.4 
Swaimbrown Wealth Management, LLC Spartanburg SC US 15.7 
Swain Hicks Financial Group, Inc. Pittsford NY US 0.0 
Swallow Farms Capital Management 30.0 
Swallows & Co., LLC Cookeville TN US 3.0 
Swan Advisors, LLC 7.3 
Swan Consulting, Inc. Durango CO US 22.0 
Swan Financial Planning, LLC East Windsor NJ US 0.0 
Swank Advisors, LP Dallas TX US 2.9 
Swank Energy Income Advisors, LP Dallas TX US 787.4 
Swanson Financial Strategies 0.0 
Swanson Investments, LLC 2.4 
Swarthmore Asset Management Ltd New York NY US 31.3 
Swarthmore Financial Advisors, Ltd. Media PA US 0.0 
Swbc Investment Company San Antonio TX US 58.5 
Swbc Wealth Management San Antonio TX US 0.0 
Sweeney Asset Management LLC 82.5 
Sweeney Asset Management, LLC Oklahoma City OK US 15.0 
Sweeney, Panzarella & Associates L.P. Checktowaga NY US 0.5 
Sweetspot Investments LLC 1.7 
Sweetwater Asset Management LLC Canonsburg PA US 27.0 
Sweetwater Financial Advisors, LLC Sugar Land TX US 68.1 
Sweetwater Investments Inc Redmond WA US 1546.8 
Swenson Investment Mangement, LLC Murrieta CA US 0.0 
Swift Advisors, LLC 0.0 
Swift Co. Advisors, LLC Lawrenceville GA US 0.0 
Swift Wealth Management Chicago IL US 0.0 
Swisher Financial Concepts, Inc. Westerville OH US 0.0 
Swiss RE Portfolio Advisors Corporation New York NY US 1938.7 
Swissenterprise Inc. Naples FL US 0.0 
Swordtree Investment Advisors Marlton NJ US 0.0 
Sws Financial Services Dallas TX US 86.3 
Swyden Asset Management, Inc. Kansas City MO US 26.9 
Sycamore Asset Management, LLC 0.0 
Sycamore Financial Group Kokomo IN US 149.8 
Sycamore Investment Consulting Services, LLC Madison WI US 68.3 
Sycamore Investment Group, LLC Paola KS US 20.3 
Sycuan Capital Management, Inc. EL Cajon CA US 3.7 
Syena Capital Management, LLC Stamford CT US 0.0 
Sym Financial Advisors Warsaw IN US 558.1 
Symetra Investment Services, Inc. Bellevue WA US 102.8 
Symmetric Advisors Inc Minnetonka MN US 29.9 
Symmetry Capital Advisors LLC Dallas TX US 101.5 
Symmetry Capital Management LLC San Francisco CA US 4.8 
Symmetry Capital Management, LLC 0.5 
Symmetry Partners Glastonbury CT US 2078.8 
Symons Capital Management Inc Pittsburgh PA US 253.6 
Symphonic Financial Advisors LLC New York NY US 66.1 
Symphony Asset Management LLC San Francisco CA US 7111.1 
Symphony Financial Planning LLC Davis CA US 15.6 
Symphony Financial Services, Inc. Akron OH US 35.6 
Symphony Investment Group LLC 0.0 
Syndicated Capital, Inc. Santa Monica CA US 0.0 
Synergist Wealth Advisors LLC Carmel CA US 15.1 
Synergy Brokerage 3.8 
Synergy Capital Advisors, LLC Roseville CA US 0.9 
Synergy Capital Management, LLC 0.0 
Synergy Capital Managment, Inc. Oklahoma City OK US 9.5 
Synergy Capital, Inc. 0.0 
Synergy Financial San Ramon CA US 0.0 
Synergy Financial Management, LLC Seattle WA US 51.9 
Synergy Financial Strategies, LLC 0.0 
Synergy Investment Group, LLC Charlotte NC US 29.5 
Synergy Wealth Partners, LLC. Kennesaw GA US 0.0 
Synovus Securities, Inc. Columbus GA US 107.0 
Synthesis Advisors, Inc. Nashville TN US 78.2 
Systematic Financial Associates, Inc. Branchburg NJ US 45.3 
Systematic Financial Management LP Teaneck NJ US 6250.6 
Systematic Financial, LLC 0.0 
Syverson & Company, LLC Overland Park KS US 18.1 
Syverson Strege & Company West Des Moines IA US 173.0 
Szafran Capital Management, LLC 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.

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