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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Z & P Investment Services, LLC Irvine CA US 63.5 
Z Financial Planning LLC 4.7 
Zabriskie, Steven 50.0 
Zacharia Waxler Cpa P.C. Brooklyn NY US 0.0 
Zachary Investment Research & Management L.L.C. 0.0 
Zacks Investment Management, Inc. Chicago IL US 1762.3 
Zagorski, Vincent William 0.0 
Zahnow Group, LLC Scottsdale AZ US 0.0 
Zais Group Red Bank NJ US 0.0 
ZAK Investment Management Company, LLC Norfolk VA US 23.3 
Zaks Investment Advisory Services, LLC Chicago IL US 0.0 
Zales Investment Management, Inc 7.6 
ZAN Huling Redondo Beach CA US 0.0 
Zappitelli Financial Services Concord OH US 0.0 
Zatara Wealth Management LLC 0.0 
Zaverl & Associates, Inc. Peninsula OH US 0.0 
Zawitz Investment Management Co. 7.4 
Zazove Associates LLC Northbrook IL US 5949.8 
Zeal Asset Management Limited Hong Kong CN 179.8 
Zealous Asset Management, LLC Los Angeles CA US 23.0 
Zebedee Capital Partners LLP London UK 350.0 
Zebra Advisors, LLC Milford CT US 118.1 
Zebra Capital Management, LLC Milford CT US 487.4 
Zebra Fund Advisors, LLC Milford CT US 0.0 
Zebra Investment Advisors LLC Arlington VA US 3.5 
ZED Investment Company St.louis MO US 0.0 
ZEE Financial Consulting, Inc. 0.1 
Zega Financial, LLC 0.0 
Zehnder Wealth Management, LLC St. Cloud FL US 6.3 
Zekaria Partners, LLC New York NY US 48.0 
Zeke Capital Advisors, LLC Berwyn PA US 1462.3 
Zelek & Associates Moultonborough NH US 0.5 
Zeller Kern Private Wealth Management, Inc. Gold River CA US 0.0 
Zemenick & Walker Inc St Louis MO US 0.0 
Zenith Capital Investment Advisors, LLC Coral Gables FL US 0.0 
Zenith Enterprises Inc. Santa Barbara CA US 0.0 
Zenith Investments 9.3 
Zenna Financial Services, LLC Chicago IL US 0.0 
Zeno Consulting Group, LLC Bethesda MD US 0.0 
Zenway.com Inc. New York NY US 0.5 
Zeo Capital Advisors, LLC San Francisco CA US 60.2 
Zepeda Asset Management Los Angeles CA US 0.0 
Zephyr Financial Services LLC Houston TX US 0.0 
Zephyr Investment Management Westlake Village CA US 0.0 
Zephyr Management, L.P. New York NY US 724.0 
Zerini Equities Inc. 0.0 
Zerke Advisors, Inc. Houston TX US 39.0 
Zermatt Capital Management 20.0 
Zerocelsius Wealth Studio, Inc. New London NH US 30.7 
Zerrine Investment Management Glen Cove NY US 0.0 
Zesiger Capital Group LLC New York NY US 915.7 
Zeta Capital Markets, LLC Woburn MA US 0.0 
Zeus Capital, LLC Grand Forks ND US 0.0 
Zevenbergen Capital Investments LLC Seattle WA US 2837.4 
Zevin Asset Management, Inc. Boston MA US 0.0 
ZH Wealth Management, LLC 0.0 
ZHA Capital Management, LLC 0.0 
Zidel Financial Inc. Palm Beach Gardens FL US 32.2 
Ziegler Lotsoff Capital Management Il, LLC Chicago IL US 1113.2 
Ziegler Lotsoff Capital Management, LLC Chicago IL US 2701.0 
Zierk Capital Management, LLC 0.0 
Zigzag Investments LLC 0.0 
Zik, LLC 0.5 
Zimbalist Global Management, LLC EL Segundo CA US 0.2 
Ziment Financial Advisors, Inc. Princeton Junction NJ US 39.7 
Zimmerman & Armstrong Investment Advisors Normal IL US 6.0 
Zimmerman Capital Management Salem OH US 33.0 
Zimmerman Wealth Management, LLC Evanston IL US 150.7 
Zin Investment Services Seabrook TX US 0.0 
Zions Bank Liquid Asset Management Salt Lake City UT US 92.0 
Zirkin Cutler Investments Inc Baltimore MD US 434.4 
Ziskin Asset Management Inc 0.8 
Ziton, Roger Kissimmee FL US 0.0 
Zor Capital, LLC 0.0 
ZPR Investment Management Inc Orange City FL US 121.8 
ZRC Financial Services, LLC Santa Rosa CA US 60.8 
Zuckerman Management Associates, Inc. Miami Beach FL US 2.5 
Zuiss Financial Planning 0.0 
Zulauf Asset Management AG Zug CH 53.2 
Zunic Advisory Services Emigsville PA US 36.0 
Zupan, Katherine A. A. 0.0 
Zurc Investments, LLC 0.0 
Zurcrowner Albany OR US 2.3 
Zurich Awes Financial Management, Inc. Plymouth MN US 28.0 
Zweig Advisers LLC New York NY US 0.0 
Zweig Consulting LLC New York NY US 0.0 
ZWJ Investment Counsel Inc Atlanta GA US 988.8 
Zwmc Iv, L.L.C. Salt Lake City UT US 17.7 
Zwmc, L.L.C. Salt Lake City UT US 28.9 
Zykofsky, Stephen Mark 5.6 
Zynergy Retirement Planning Redbank NJ US 7.0 
Zynin Capital Management LLC Princeton NJ US 39.8 
           
 
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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