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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
PO&g Advisors, LLC Houston TX US 0.0 
Pochop Financial Management, Inc. South Burlington VT US 18.5 
Pocino Associates 5.0 
Podesta & Co. Chicago IL US 16.2 
Podlin International Realty, Limited. 0.0 
Poehling Capital Management, Inc. Madison WI US 218.2 
Poet Advisors LLC New York NY US 104.2 
Pogson & Matt Wealth Management Group, LLC Phoenix AZ US 66.9 
Pohlman Capital Advisors, LLC Chapel Hill NC US 38.8 
Poinciana Advisors Group, LLC Palm Beach Gardens FL US 54.1 
Point Break Capital Management LLC Miami FL US 713.7 
Point Bridge Capital, LLC Fort Worth TX US 330.4 
Point Defiance Capital Management LLC Tacoma WA US 22.4 
Point Judith Capital Boston MA US 0.0 
Point Sur Investors LLC Palo Alto CA US 0.0 
Point View Wealth Management, Inc. Summit NJ US 281.6 
Pointbreak Advisers LLC 0.0 
Pointe Capital Management LLC Grosse Pointe Farms MI US 200.5 
Pointe Equity Partners LLC 3.5 
Pointer Management, LLC Chattanooga TN US 3362.3 
Pointguard Ventures Menlo Park CA US 0.0 
Pointstate Capital LP New York NY US 24763.0 
Pointu Capital Management LLC San Francisco CA US 0.0 
Poitinger Financial, Inc. Fairlawn OH US 0.0 
Poket Financial, LLC 10d - La Plata, Buenos Aires AR 0.0 
Polar Asset Management Partners Inc. Toronto CA 0.0 
Polar Capital London UK 11945.0 
Polar Capital america Corporation Darien CT US 612.0 
Polar Capital Partners jersey Limited St. Helier JE 0.0 
Polaris Advisors, LLC Framingham MA US 112.5 
Polaris Asset Management LLC 15.0 
Polaris Capital Advisors, LLC Hilton Head SC US 31.0 
Polaris Capital Management, LLC Boston MA US 7897.6 
Polaris Cg Singapore Pte. Limited. Singapore SG 0.0 
Polaris Financial Planning, LLC. 33.0 
Polaris Greystone Advisory Group, LLC San Rafael CA US 22.4 
Polaris Greystone Financial Group, LLC San Rafael CA US 1102.6 
Polaris Investment Partners, Inc Johns Island SC US 106.2 
Polaris Partners Boston MA US 0.0 
Polaris Portfolios, LLC 0.0 
Polen Capital Management, LLC Boca Raton FL US 10422.2 
Polero Ice Advisers 16.4 
Polestar Capital LLC San Jose CA US 6.6 
Poling Capital Management, LLC 4.0 
Pollen & Secouler, LLP 0.0 
Pollen Street Capital Limited London UK 0.0 
Pollock Investment Advisors, LLC Ann Arbor MI US 181.6 
Pollock Planning Associates Inc 135.4 
Pollux Capital Rio De Janeiro BR 0.0 
Polunin Capital LP London UK 3947.7 
Polychain Capital LLC San Francisco CA US 0.0 
Polygon Investment Management 31.0 
Pomelo Capital LLC New York NY US 759.8 
Pomeroy Financial Planning, LLC. Cincinnati OH US 36.2 
Pomona Capital New York NY US 5394.3 
Pond Venture LP Surrey CA 0.0 
Ponder Financial Group Half Moon Bay CA US 59.1 
Ponder Investment Co Brentwood TN US 1859.9 
Ponderosa Investment Group, LLC 10.6 
Ponderosa Wealth Management Prescott AZ US 53.1 
Pontifax Agtech Management, LLC Santa Monica CA US 0.0 
Poorman Creek Capital Advisors, LLC 1.1 
Poormans Investment Strategy 0.6 
Popa Financial Service, Inc. Bethel Park PA US 8.0 
Pope Asset Management, LLC Memphis TN US 316.7 
Pope Capital, LLC 2.6 
Poplar Forest Capital LLC Pasadena CA US 1581.6 
Poplar Global Wealth Management LLC Daly City CA US 35.0 
Poplar Point Capital Management LLC Burlingame CA US 0.0 
Popular Securities, LLC Hato Rey PR US 943.3 
Porchlight Equity Management, LLC Wellesley MA US 160.8 
Port Capital LLC Chicago IL US 656.6 
Port Street Investments, LLC Newport Beach CA US 100.5 
Porta Investment Management Vallejo CA US 15.6 
Portal Us Holdings LLC New York NY US 253.7 
Porter Avenue Capital Management, LLC 0.3 
Porter Capital Management Co. Greenbrae CA US 58.5 
Porter Financial Planning 29.9 
Porter Investments Houston TX US 8.0 
Porter White Investment Advisors, Inc. Birmingham AL US 399.0 
Portfolio Advisors Group, Inc. 2.3 
Portfolio Advisors LLC Darien CT US 37101.4 
Portfolio Advisors, Inc. Fresno CA US 143.1 
Portfolio Advisory Council,LLC. Houston TX US 416.6 
Portfolio Advisory Group, Inc. Alexandria VA US 44.0 
Portfolio Audit, LLC Fiduciary Investment Adviser 22.9 
Portfolio Design Advisors, Inc. Centennial CO US 33.5 
Portfolio Design Service, LLC 98.5 
Portfolio Evaluations, Inc. Warren NJ US 0.0 
Portfolio Hedging Corporation 0.0 
Portfolio Income Advisers, Inc Panama City FL US 6.3 
Portfolio Management & Planning, Inc. 24.5 
Portfolio Management & Research, Inc. Gainesville FL US 0.4 
Portfolio Management Co. St. Louis MO US 24.8 
Portfolio Management Consultants 4.0 
Portfolio Management Consultants, Inc. Denver CO US 0.0 
Portfolio Management Network, Inc Pittsburgh PA US 22.0 
Portfolio Management Of Vermont LLC Warren VT US 6.0 
Portfolio Management Tech San Francisco CA US 0.0 
Portfolio Management, LLC Sugar Land TX US 120.6 
Portfolio Medics, LLC Bonita Springs FL US 43.0 
Portfolio Resources Advisor Group, Inc. Miami FL US 99.8 
Portfolio Solutions LLC Troy MI US 1438.1 
Portfolio Strategies Inc Tacoma WA US 259.1 
Portfolio Strategies Inc Ny 398.0 
Portfolio Strategy & Management, Limited Newport Beach CA US 11.7 
Portfolio Wealth Advisors Albuquerque NM US 245.4 
Portfolio Wisdom 7.9 
Portfolio123 Advisor Chicago IL US 0.4 
Portfoliofix, LLC Beverly MA US 0.0 
Portfoliopro, LLC dba Charlotte NC US 1.4 
Portfolios Management Company 3.5 
Portfoliosboston East Dennis MA US 21.4 
Portia Investment Advsors Limited London UK 0.4 
Portico Financial Group, LLC 12.2 
Portico Wealth Advisors, LLC Larkspur CA US 66.6 
Portland Financial Advisors, Inc. Beaverton OR US 22.0 
Portland Financial Planning Group Portland ME US 67.0 
Portland Global Advisors LLC Portland ME US 439.4 
Portland Hill Asset Management Limited London UK 808.3 
Portland Integritas Advisors, LLC Portland ME US 53.9 
Portland Investment Advisors, LLC. Portland ME US 17.3 
Portland Private Equity, LP St. Michael BB 0.0 
Portland Private Wealth Management, Inc. Portland OR US 92.8 
Portlandia Investment Management Portland OR US 30.8 
Portnoff Financial LLC Mission Viejo CA US 26.8 
Portola Creek Capital San Francisco CA US 32.0 
Portolan Capital Management, LLC Boston MA US 787.6 
Portrait Financial Dallas TX US 0.0 
Portsea Asset Management LLP London UK 0.0 
Portsmouth Financial Service San Francisco CA US 19.9 
Poseidon Asset Management, LLC 7.1 
Positive Delta Asset Management LLC Los Angeles CA US 14.3 
Possession Point Partners, LLC 0.4 
Post Advisory Group, LLC Los Angeles CA US 14717.9 
Post Capital Partners New York NY US 198.0 
Post Investment Management 16.3 
Post Oak Capital Consultants, Inc Houston TX US 0.0 
Post Oak Energy Capital, LP Houston TX US 0.0 
Post Oak Financial, LLC Houston TX US 0.0 
Post Oak Investment Management, Inc Houston TX US 18.0 
Post Oak Private Wealth Advisors Houston TX US 30.8 
Post Resch Tallon Group Pittsford NY US 89.4 
Post Road Capital Management, LLC Westport CT US 16.0 
Post Road Group LLC Stamford CT US 245.2 
Potkul Capital Management, LLC Parsippany NJ US 7.8 
Potomac Advisors, Inc. 27.9 
Potomac Asset Management Co Inc Frederick MD US 114.3 
Potomac Asset Management, Inc. Woodbridge VA US 2.0 
Potomac Capital Management Inc. New York NY US 0.0 
Potomac Financial Advisors LLC Chevy Chase MD US 4.0 
Potomac Financial Group Calverton MD US 0.0 
Potomac Fund Management Easton MD US 186.9 
Potomac International Business Service 0.0 
Potomac Investment Company 43.2 
Potomac Investment Management, Inc. 18.9 
Potomac Wealth Management LLC 40.0 
Potomac Wealth Strategies, LLC 16.8 
Potrero Capital Research, LLC San Francisco CA US 172.1 
Potter Financial Service Canonsburg PA US 0.0 
Potter Financial Solutions, Inc. 28.5 
Potter Investment Advisors LLC Houston TX US 1.5 
Pottle Financial Service, Inc Pinehurst NC US 0.0 
Potts, Hannah & Fischer Wealth Management Group, LLC Indianapolis IN US 1.4 
Poulos Advisors, Inc. South Burlington VT US 8.4 
Poulos, Ernest, D. 4.5 
Pound Capital Limited. Stamford CT US 0.0 
Pouschine Cook Capital Management, LLC New York NY US 0.0 
Powell Investment Advisors, LLC Coral Gables FL US 198.0 
Powell Wealth Cornelius NC US 102.3 
Powell, George David 0.0 
Powells Financial Planning Service Prospect CT US 0.0 
Powelson, William C. 9.0 
Power Asset Management LLC Los Angeles CA US 287.0 
Power Investing 20.8 
Power Of 32 Site DEVE Fund, LLC Pittsburgh PA US 0.0 
Power Plans 9.9 
Power Wealth Management, LLC 0.0 
Powerhouse Assets LLC 47.0 
Powerplant Ventures Manhattan Beach CA US 0.0 
Powers Advisory Group, LLC Highland IL US 55.6 
Powers Investment Advisory Corporation 47.8 
Powershares By Invesco Downers Grove IL US 73593.4 
Ppb Advisors, LLC Conshohocken PA US 440.0 
Ppc Ent LLC New York NY US 640.0 
Ppca, Inc. 0.0 
Ppcm, Inc. Milwaukee WI US 802.1 
Ppd Financial Miami FL US 489.0 
Ppm America Inc Chicago IL US 101198.0 
Pps & V Asset Management Consultants Inc Portage MI US 124.0 
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.

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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