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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Di Bello Financial, Inc. Irvine CA US 18.1 
Di Biasio & Edgington, Inc. Burke VA US 0.0 
Di Ves Tech 56.4 
Diablo Investment Advisors, LLC 21.1 
Diablo Vista Capital, LLC Concord CA US 13.5 
Diag Capital Management, LP New York NY US 0.0 
Dial Capital Management LLC 0.0 
Dialectic Capital Management, LP Norwalk CT US 568.2 
Diamant Asset Management, Inc. Greenwich CT US 150.1 
Diameter Capital Partners LP New York NY US 762.2 
Diamond Castle Holdings, LLC New York NY US 1273.1 
Diamond Financial Corporation Arlington Heights IL US 0.0 
Diamond Head Financial Advisors LLC Honolulu HI US 7.8 
Diamond Hill Capital Management Inc Columbus OH US 19381.4 
Diamond Investment Management Service, LLC 22.0 
Diamond Wealth Advisors Carlisle PA US 0.0 
Diamond Wealth Management, LLC Alpine UT US 104.0 
Diamondhead Management, LLC Burlingame CA US 0.0 
Diane Lapon Dba Lapon Financial Service 0.0 
Diane Williams Financial Planning Service, LLC 0.2 
Dias, Edward J. 0.0 
Diaspora Investment Managers LLC 0.9 
Diastole Wealth Management Guilford CT US 742.0 
Diaz-bazan Asset Management LLC Boston MA US 0.0 
Dib Investment Management LLC Farmington Hills MI US 0.0 
Dibartolomeo Investment Group, LLC East Palestine OH US 0.0 
Dibenedetto & Associates Limited Loves Park IL US 154.9 
Diccianni Financial Group, Inc. East Norriton PA US 64.8 
Dice Financial Investment Advisory Mitchell SD US 37.7 
Dick Rivera & Associates Dallas TX US 99.8 
Dickinson Barnum Investment Management, LLC Paragould AR US 35.0 
Dickinson Investment Advisors Council Bluffs IA US 142.0 
Dickmeyer Boyce Financial Management, Inc Fort Wayne IN US 155.0 
Dickson Capital Management, LLC. 3.8 
Diehl / Marsh Wealth Management, Inc. Pittsford NY US 11.4 
Diem Wealth Management Fort Wayne IN US 0.0 
Diesslin Group, Inc. Fort Worth TX US 782.5 
Different By Design Financial Planning 0.0 
Differential Capital LLC 2.2 
Digger Capital, Inc. St Johns FL US 3.3 
Dightman Capital Group Overland Park KS US 19.5 
Digiorgio Capital Management, Inc. Mckeesport PA US 24.0 
Digiovanni Financial Group, LLC 3.6 
Digital Alpha Advisors, LLC 0.0 
Digital Wealth LLC Cardiff CA US 0.0 
Digitalis Ventures, LLC New York NY US 0.0 
Dignari Capital Partners hk Limited Hong Kong HK 0.0 
Dignitas, LLC Chicago IL US 25.1 
Diker Management LLC New York NY US 521.6 
Diligent Advisors d.b.a 0.0 
Diligent Investors, LLC Banning CA US 309.1 
Dillon & Associates Inc Jackson MI US 285.6 
Dillon Capital Management Ambler PA US 29.6 
Dillon Capital, LLC 0.0 
Dillon Financial Planning, Inc. Eagle ID US 0.0 
Dillon Portfolio Management LLC 0.3 
Dimatteo Financial Group Chadds Ford PA US 19.9 
Dime Investment Service Norwich CT US 0.0 
Dimension Capital Management LLC Miami FL US 2453.0 
Dimensional Fund Advisors Limited London UK 185357.8 
Dimensional Fund Advisors LP Austin TX US 506848.1 
Dimeo Schneider & Associates LLC Chicago IL US 11782.8 
Dinosaur Capital Management LLC New York NY US 4.1 
Dinshah, Feroz 0.0 
Dinuzzo Index Advisors, Inc. Beaver PA US 562.5 
Diorite Capital Management, LLC 9.0 
Dioscuri Capital Management LLC 2.5 
Dipsea Capital, LLC Greenbrae CA US 0.0 
Direct Capital Advisors 0.0 
Direct File Feed 0.0 
Direct Financial, LLC Bloomfield Hills MI US 0.1 
Direct Lending Investments, LLC Glendale CA US 1022.6 
Direct Retirement Solutions Albany NY US 275.7 
Directed Capital Advisors St. Petersburg FL US 242.2 
Directed Service LLC Scottsdale AZ US 38420.7 
Direction Financial Management, LLC Germantown WI US 0.0 
Directional Asset Management, LLC 49.4 
Directional Financial Service Seattle WA US 6.8 
Direwolf Wealth Management, LLC Miami FL US 11.1 
Dirigo Strategic Wealth Management 2.0 
Dis Management Company Miami Beach FL US 0.0 
Discepoli Financial Planning, LLC Cincinnati OH US 0.7 
Discerene Group LP Stamford CT US 480.1 
Disciplina Capital Management, LLC Nashville TN US 21.2 
Discipline Advisors, Inc. Mankato MN US 111.6 
Disciplined Alpha LLC Boston MA US 91.1 
Disciplined Capital Management Syracuse NY US 439.5 
Disciplined Equity Management, Inc. Neptune Beach FL US 157.9 
Disciplined Financial Service, Inc. Brookfield WI US 28.5 
Disciplined Growth Investors Inc Minneapolis MN US 4758.3 
Disciplined Investment Management LLC Deerfield IL US 25.0 
Disciplined Investment Management, LLC 0.0 
Disciplined Investments, LLC Tulsa OK US 258.2 
Disciplined Investors, LLC. Waco TX US 179.4 
Disciplined Money, LLC Phoenix AZ US 10.3 
Disciplined Portfolio Solutions LLC 101.0 
Disciplined Wealth Management, LLC 2.2 
Discovery Capital Management New York NY US 180.6 
Discovery Capital Management, LLC South Norwalk CT US 33072.3 
Discovery Group I, LLC Chicago IL US 288.6 
Discretionary Management Service, LLC Merriam KS US 285.4 
Dise Wealth Management Inc 20.0 
Disera Financial Planning 5.4 
Dislocation Capital Management Pr, Inc. San Juan PR US 757.4 
Disruptive Tech Advisers LLC Los Angeles CA US 0.0 
Distribution Consultants, Inc. Portland OR US 15.6 
District Capital Management, LLC Washington DC US 4.1 
Ditzler & Company 56.2 
Divco West Real Estate Service, LLC San Francisco CA US 4437.0 
Divergence Capital Management 4.7 
Divergent Asset Advisors, LLC Atlanta GA US 0.5 
Divergent Planning Bethesda MD US 81.6 
Divergent Venture Management Ii, LLC. Seattle WA US 0.0 
Divergent Venture Management Iii, LLC Seattle WA US 0.0 
Divergent Wealth Advisors, LLC Midvale UT US 260.6 
Diverse Capital Management, LLC New York NY US 30.7 
Diversey Capital, LLC 3.0 
Diversified Asset Management, Inc. Boulder CO US 80.7 
Diversified Capital Corporation. Miami Beach FL US 35.4 
Diversified Capital Group Arroyo Grande CA US 38.0 
Diversified Capital Wealth Management, LLC 4.5 
Diversified Consumer Planning 24.0 
Diversified Consumer Planning LLC 2.0 
Diversified Financial Scotts Valley CA US 37.0 
Diversified Financial Advisors, LLC Town And Country MO US 233.3 
Diversified Financial Advisory Group, Inc. West Des Moines IA US 0.0 
Diversified Financial Consultants, LLC Wilmington DE US 0.0 
Diversified Financial Management Norwell MA US 139.8 
Diversified Financial Management Group, LLC Burbank CA US 0.0 
Diversified Global Asset Management Corporation Toronto CA 6259.4 
Diversified Investment Strategies 38.4 
Diversified Management Inc Milwaukee WI US 903.7 
Diversified Management Service, LLC 0.0 
Diversified Partners, Inc. Wilmington DE US 109.7 
Diversified Planning Concepts, Inc. 45.6 
Diversified Portfolios, Inc. Bloomfield Hills MI US 741.7 
Diversified Private Asset Management, Inc. Plainview NY US 0.0 
Diversified Private Wealth Advisors, Inc. Bellmore NY US 310.0 
Diversified Prosperity Wealth Management, LLC 0.0 
Diversified Resources, LLC Warwick RI US 112.6 
Diversified Strategies LLC Saddle Brook NJ US 0.0 
Diversified Wealth Management Solutions, LLC Visalia CA US 12.8 
Divi-vest Advisors Bryn Mawr PA US 31.7 
Dividend Advisors Houston TX US 2.4 
Dividend Assets Capital, LLC Ridgeland SC US 2655.9 
Dividend Growth Strategies, Inc. 41.0 
Dividends & More 16.9 
Dividex Management LLC Westwood MA US 0.0 
Divine Asset Management LLC New York NY US 0.0 
Divisar Capital Management, LLC San Francisco CA US 346.5 
Divorce And Money Matters, LLC 28.0 
Divorce Financial Planning LLC Tampa FL US 0.0 
Divvy Investments LLC 0.0 
Dixon & Company Wealth Management, LLC Winston-salem NC US 17.2 
Dixon Asset Management Usa New York NY US 194.6 
Dixon Financial Service 511.0 
Dixon Hughes Goodman Wealth Advisors LLC Asheville NC US 1497.3 
Dixon, Hubard, Feinour & Brown, Inc. Roanoke VA US 546.5 
Dj Financial Roseburg OR US 2.2 
Dj Hunt Private Client Group 27.0 
Djd Diversified 5.5 
Djg Financial Service, Inc. East Weymouth MA US 29.6 
Djp Capital Advisors LLC Ossining NY US 0.1 
Djp Investment Service, Inc. Salt Lake City Ut 0.0 
Djp Wealth Management, LLC Brooksville FL US 12.4 
Djs Advisers, Inc. Pittsburgh PA US 0.0 
Dkcb Financial Advisors, LLC Rochester NY US 0.0 
Dkr Capital Partners L.P. Greenwich CT US 0.0 
Dl Capital Management, LLC 0.0 
Dl Carlson Investment Group Inc Concord NH US 460.3 
Dlb Wealth Advisors LLC 8.2 
Dld Asset Management, LP New York NY US 564.0 
Dlg Wealth Management LLC Clifton Park NY US 82.2 
Dlj Real Estate Capital Partners, LLC New York NY US 2279.0 
Dlk Investment Management Solana Beach CA US 107.2 
Dls Capital Management, LLC Bannockburn IL US 5.6 
Dlw Financial Management, LLC 5.8 
Dlw Planning Inc. 5.0 
Dm Income Advisors Greenwich CT US 0.0 
Dmc Capital Management Inc Tinley Park Il 0.0 
Dmc Group, LLC Birmingham AL US 82.0 
Dmd Capital, LLC Indianapolis IN US 0.0 
Dme Advisors, LP New York NY US 2028.8 
Dme Capital Management, LP New York NY US 4645.3 
Dmg Capital, LLC 8.6 
Dmkc Advisory Service, LLC Des Moines IA US 260.5 
Dms Oms Dublin 2 IE 0.0 
Dmts Capital Advisors, LLC 0.0 
Dmw Capital Management LLC 0.0 
Dn Capital (us), Inc Menlo Park CA US 0.0 
Dns Financial Planners 0.0 
Dnt Financial, LLC Tustin CA US 46.5 
Do, Khoa M 0.0 
Do-mo Capital Management LLC 2.9 
Dobbins Capital Management Taylor MI US 0.5 
Dobbs Wealth Management Group, LLC 2.0 
Doberman Asset Management, LLC 0.0 
Doblones Advisors, LP 0.0 
Dobson Asset Management Petaluma CA US 120.4 
Dock Square Capital LLC Coral Gables FL US 193.8 
Dock Street Asset Management Inc Scarsdale NY US 381.0 
Dock Street Capital Management LLC Westport CT US 1634.9 
Dockside Wealth Advisors, LLC 31.3 
Docsa Capital Management, Inc. Portage MI US 47.8 
Dodd & Associates 13.7 
Dodds Wealth Management Group Englewood CO US 0.0 
Dodge & Cox San Francisco CA US 275916.8 
Dodge Wealth Management Foxboro MA US 37.0 
Dodie Douglas, Cfp 0.0 
Dodok Wealth And Investment Advisors LLC Dayton OH US 0.0 
Doehrmann Investments LLC 3.1 
Doench Wealth Management, LLC 4.3 
Dogpatch Capital 0.0 
Dogwood Capital Ent LLC 0.4 
Dogwood Capital Management 30.0 
Dogwood Capital, LLC 4.0 
Dogwood Financial Planning Memphis TN US 0.0 
Dogwood Investment Advisors 0.0 
Doheny Asset Management, LLC. Los Angeles CA US 276.9 
Doheny, Edward J. 0.0 
Dolan Capital Advisors, Inc. Charlotte NC US 24.3 
Dolan Capital Group, LLC Needham MA US 0.0 
Dolan Financial Corporation Silver Spring MD US 56.9 
Dolan Mceniry Capital Management LLC Chicago IL US 5859.5 
Dolan Partners LLC Alamo CA US 14.1 
Dolcini Capital Management Bala Cynwyd PA US 0.0 
Doliver Capital Advisors, L.P. Houston TX US 232.7 
Doll Capital Advisors Inc 0.0 
Dollar & Sense Pittsfield MA US 0.0 
Dollinger Management Inc. Salem OR US 17.7 
Dollins Investment Advisors, LLC 13.9 
Dolphin Associates Iii, LLC 0.0 
Dolphin Capital Group, LLC Park City UT US 0.0 
Dolphin Financial Advisors, Inc. 0.0 
Dolphin Financial Group Clearwater FL US 0.5 
Domain Associates, LLC Princeton NJ US 0.0 
Domain Capital Advisors, LLC Atlanta GA US 4384.7 
Domain Timber Advisors, LLC Atlanta GA US 959.5 
Domain, LLC. Spirit Lake IA US 1.2 
Domando Capital Management LP New York NY US 0.0 
Domani Investments LLC Irvine CA US 5.9 
Domani Ventures Redondo Beach CA US 0.0 
Domani Wealth, LLC Lancaster PA US 1004.1 
Domask Wealth Management, LLC Phoenix AZ US 83.3 
Dome Equities, LLC New York NY US 1004.7 
Domestique Capital LLC 28.3 
Domeyard, LP Boston MA US 0.0 
Dominguez Wealth Management Solutions, Inc. Williamsburg VA US 59.0 
Domini Impact Investments LLC New York NY US 1801.6 
Dominiak Investment Strategies, LLC Scottsdale AZ US 0.0 
Dominick & Parks 16.9 
Dominion Capital Advisory, LLC Glen Allen VA US 0.0 
Dominion Capital Wealth Advisors Norfolk VA US 23.5 
Dominion Fiduciary Service malta Limited St. Julians ML 0.0 
Dominion Financial Consultants, LLC Washington DC US 4.4 
Dominion Portfolio Management, Inc. Horseshoe Bay TX US 14.9 
Dominion Stock Fund, LLC. 0.0 
Dominion Wealth Advisors, LLC 0.0 
Dominion Wealth Management, Inc. Reston VA US 39.5 
Dominus Capital Management, L.P. New York NY US 633.6 
Domus Capital Group, LLC Avila Beach CA US 119.3 
Don A. Slabaugh LLC 18.0 
Don Brown - Investment Advisor, LLC 2.5 
Don Noblit Associates, Inc. 0.0 
Don P Quint & Associates Tulsa OK US 0.0 
Don Scholl & Associates, Inc. 31.6 
Donadio Money Management 0.0 
Donald B. Withers, Cpa 4.1 
Donald Felty, LLC 9.6 
Donald J. Bugdal & Associates 0.0 
Donald J. Puff Camillus NY US 6.1 
Donald L. Newman, Registered Investment Adviser 18.8 
Donald Smith & Co., Inc. New York NY US 4426.7 
Donald Smith, L.P. New York NY US 392.4 
Donald W. Cash & Associates, LLC Red Bank NJ US 0.0 
Donald W. Nicholson & Associates Limited Wilmington DE US 143.3 
Donald W. Traylor 0.4 
Donaldson Capital Management LLC Evansville IN US 1220.2 
Donalies Financial Planning, LLC 12.1 
Donatelli & Coules Financial Advisors, LLC Hinsdale Il 0.0 
Donegal Investment Advisors, Inc. Wellesley MA US 0.0 
Donn E. Potter, Cpa, Pc Hillsboro OR US 0.0 
Donna Star Inc 0.0 
Donnelly Investments Corporation 0.0 
Donnelly Wealth Advisors, Inc. San Diego CA US 319.6 
Dopkins Wealth Management, LLC Williamsville NY US 507.0 
Dorato Capital Management, LLC 24.5 
Dorazio & Associates, Inc. Falls Church VA US 811.6 
Dorchester Advisors LLC Millburn NJ US 16.6 
Dorchester Advisors, LLC Brisbane, Queensland AU 0.0 
Dorchester Capital Advisors, LLC Los Angeles CA US 140.0 
Dorchester Private Equity Management, LLC Los Angeles CA US 912.0 
Dorchester Wealth Management Company Montreal, H3b 4n4 CA 710.9 
Dorfman Value Investments LLC Newton Upper Falls MA US 47.8 
Dorian Eason Asset Management, LLC Memphis TN US 313.2 
Doric Capital Corporation Hong Kong Sar CN 0.0 
Dorison Investment Advisors LLC 0.6 
Dorman Financial Management, P.a. Maitland FL US 130.4 
Dorman Skorheim Wealth Management LLC Laguna Niguel CA US 21.2 
Dorn & Co., Inc. Fergus Falls MN US 0.0 
Dorn Financial San Diego CA US 0.0 
Dornbusch Asset Management 3.8 
Dorothy J. Cole 37.9 
Dorsal Capital Management, LLC Redwood City CA US 3554.9 
Dorset Asset Management LLC. 12.9 
Dorsey & Company Inc. New Orleans LA US 457.1 
Dorsey Asset Management Chicago IL US 247.5 
Dorsey Capital Management Lincoln CA US 19.8 
Dorsey Wealth Management, LLC Torrance CA US 0.0 
Dorsey, Wright & Associates, LLC Richmond VA US 245.8 
Doster Financial Planning 0.0 
Doty Equity Advisors, Inc. 19.6 
Double Bay Management & Planning San Francisco CA US 334.1 
Double Diamond Investment Group, LLC Parsippany NJ US 35.0 
Double Digit Capital, LLC Arden Hills MN US 0.0 
Double Eagle Capital Management LP Westlake TX US 191.3 
Double Eagle Capital Management, LLC 23.2 
Double Eagle Financial Santa Rosa CA US 0.0 
Double Eagle Partners Newport Beach CA US 28.3 
Double Haven Capital (hong Kong) Limited Hong Kong HK 610.6 
Double Haven Capital Management Limited Hong Kong HK 0.0 
Double Time Capital Management, LP Charlotte NC US 0.0 
Doubleblue Capital Management L.P. New York NY US 0.0 
Doubleline Alternatives LP Glendale CA US 23.8 
Doubleline Capital LP Glendale CA US 101450.0 
Doubleline Equity LP Glendale CA US 12.9 
Doucet Asset Management, LLC Birmingham AL US 117.0 
Doug Davis 0.0 
Doug Mottet Ent, Inc. 13.2 
Dougherty & Associates Financial Advisors, Inc. Buffalo MN US 128.6 
Dougherty & Associates, LLC Spring Hill FL US 32.7 
Dougherty & Company LLC Minneapolis MN US 122.1 
Dougherty Wealth Advisers LLC Minneapolis MN US 0.0 
Dougherty Wealth Management Dallas TX US 0.0 
Doughty Hanson & Co Managers Limited London UK 0.0 
Douglas A. Mcclennen Ia 38.0 
Douglas Anderson, Iii Houston TX US 0.0 
Douglas Brian Neyland 6.0 
Douglas C. Lane & Associates New York NY US 4522.1 
Douglas Capital Management Inc Jacksonville FL US 234.8 
Douglas Capital Management, LLC 38.3 
Douglas Capital Strategies, Inc. Encinitas CA US 0.0 
Douglas E. Macrae Sacramento CA US 7.3 
Douglas J. Crafts Financial Service 0.0 
Douglas J. Lyons Financial Group Inc. Red Bank NJ US 11.7 
Douglas W. Jones Associates Financial & Insurance Service, Inc. Lake Forest CA US 0.0 
Douglas William Degain 0.0 
Douglas/konrady & Associates, Inc. Sarasota FL US 21.2 
Douglasbagwell & Co. Springfield MO US 30.3 
Douglasbradley LLC 23.0 
Douglass Financial Group Greenwood Village CO US 15.8 
Douglass Winthrop Advisors LLC New York NY US 1817.7 
Dovedale Investments, LLC 3.6 
Dover Investment Advisory Corporation Westwood MA US 69.2 
Dover Partners Inc Dayton OH US 314.7 
Dow Capital Management, LLC Kennett Square PA US 4.1 
Dow Rockwell Retirement Partners San Rafael CA US 2.7 
Dowd Financial Planning 2.8 
Dowling & Yahnke, LLC San Diego CA US 3774.4 
Dowling Capital Partners Farmington CT US 0.0 
Downey Capital Management, Inc. Boston MA US 58.4 
Downing Street Wealth Management LLC Greenwood Village CO US 30.0 
Downtown Associates, LLC. Kennett Square PA US 34.6 
Downtown Investment Advisory White Plains NY US 46.8 
Doxa Advisors LLC North Oaks MN US 50.1 
Doxa Capital Partners, LLC Arlington VA US 9.6 
Doyle Asset Management, LLC 4.2 
Doyle Fund Management, LLC New York NY US 299.7 
Doyle Investment Management 4.8 
Doyle Wealth Management, Inc. St. Petersburg FL US 713.8 
Doza Investments, LLC Naples FL US 3.0 
Dp Asset Management, LLC Los Angeles CA US 0.0 
Dp Capital Management Inc. 18.5 
Dpc Financial Planning 0.0 
Dpcm 12.3 
Dpe Deutsche Private Equity Gesellschaft Mbh Munich DE 0.0 
Dph Advisors, LLC 0.0 
Dph Financial Pearland TX US 0.0 
Dpi Management Limited Ebene MU 0.0 
Dpl Retirement Advisors, LLC. 44.6 
Dpm Wealth Management, Inc. 7.0 
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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