All investment adviser firms · Page 135
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- SAVOIE CAPITAL LLCCRD 167497 · CHICAGO, IL$1,315,017,624.00Regulatory AUM · August 2026
- SAVOIR FAIRE CAPITAL MANAGEMENT, LPCRD 306994 · NORWALK, CT$389,522,797.00Regulatory AUM · August 2026
- SAVVI FINANCIAL LLCCRD 169196 · WALTHAM, MA$44,700,000.00Regulatory AUM · August 2026
- SAVVLY ADVISOR, LLCCRD 321125 · BOULDER, CO$75,208.00Regulatory AUM · August 2026
- SAVVY ADVISORS, INC.CRD 318493 · NEW YORK, NY$5,001,044,474.00Regulatory AUM · August 2026
- SAVVY FINANCIAL, INC.CRD 304337 · FRANKLIN, TN$1,880,235.00Regulatory AUM · August 2026
- SAVVY LABS INCCRD 322453 · NEW YORK, NY$118,915,060.00Regulatory AUM · August 2026
- SAW MILL CAPITAL L.L.C.CRD 156472 · BRIARCLIFF MANOR, NY$1,023,409,324.00Regulatory AUM · August 2026
- SAWGRASS ASSET MANAGEMENT LLCCRD 108831 · PONTE VEDRA BEACH, FL$2,049,785,116.00Regulatory AUM · August 2026
- SAWTELLE, CHARLES SCOTTCRD 158732$107,000,000.00Regulatory AUM · August 2026
- SAWYER & CO INCCRD 112849 · BOSTON, MA$320,113,014.00Regulatory AUM · August 2026
- SAX WEALTH ADVISORS, LLCCRD 119193 · PARSIPPANY, NJ$3,596,080,962.00Regulatory AUM · August 2026
- SAXON INTERESTS, INC.CRD 311687 · HOUSTON, TX$679,123,679.00Regulatory AUM · August 2026
- SAXON SECURITIES LLCCRD 155168 · SAN FRANCISCO, CA$94,631,605.00Regulatory AUM · August 2026
- SAXON WOODS ADVISORS LLCCRD 109686 · PURCHASE, NY$669,584,000.00Regulatory AUM · August 2026
- SAXONY CAPITAL MANAGEMENT LLC.CRD 122692 · SAINT LOUIS, MO$367,861,457.00Regulatory AUM · August 2026
- SAYBROOK CAPITAL CORPCRD 107679 · SAG HARBOR, NY$502,665,436.00Regulatory AUM · August 2026
- SAYBROOK FUND ADVISORS, LLCCRD 158634 · SANTA MONICA, CA$461,209,006.00Regulatory AUM · August 2026
- SB ADVISORY, LLCCRD 154680 · ATLANTA, GA$1,101,429,871.00Regulatory AUM · August 2026
- SB INVESTMENT ADVISERS (US) INC.CRD 286323 · MENLO PARK, CA$53,472,500,786.00Regulatory AUM · August 2026
- SB INVESTMENT PARTNERS, LLCCRD 340871$65,401,042.00Regulatory AUM · August 2026
- SBAUER FUNDS, LLCCRD 144782 · CARMEL, IN$61,336,188.00Regulatory AUM · August 2026
- SBB RESEARCH GROUP LLCCRD 161109 · NORTHBROOK, IL$3,260,240,863.00Regulatory AUM · August 2026
- SBE LLC DBA CEDAR COVE WEALTH PARTNERSCRD 336245 · BLOOMINGTON, MN$455,020,729.00Regulatory AUM · August 2026
- SBI FUNDS MANAGEMENT LIMITEDCRD 142968$219,931,039,699.00Regulatory AUM · August 2026
- SBK FINANCIAL, INC.CRD 132513 · RICHMOND, VA$1,538,440,735.00Regulatory AUM · August 2026
- $553,392,757.00Regulatory AUM · August 2026
- SC MANAGEMENT LLCCRD 311359 · NEW YORK, NY$732,615,950.00Regulatory AUM · August 2026
- SC&H FINANCIAL ADVISORS, INC.CRD 120666 · HUNT VALLEY, MD$1,230,991,243.00Regulatory AUM · August 2026
- SCALA CAPITAL LLCCRD 156165 · MIAMI, FL$380,460,729.00Regulatory AUM · August 2026
- SCALAR FIELD INCCRD 339230Not availableRegulatory AUM · August 2026
- SCALAR GAUGE MANAGEMENT, LLCCRD 287991 · DALLAS, TX$199,375,848.00Regulatory AUM · August 2026
- SCALEBUILDER, LLCCRD 313276 · NEW YORK, NY$145,835,020.00Regulatory AUM · August 2026
- SCALEWORKS CAPITAL, LLCCRD 306560 · SAN ANTONIO, TX$198,444,519.00Regulatory AUM · August 2026
- SCARBOROUGH ADVISORS, LLCCRD 169517 · ANNAPOLIS, MD$1,643,400,502.00Regulatory AUM · August 2026
- SCENIC MANAGEMENT LLCCRD 315808 · SAN FRANCISCO, CA$144,587,687.00Regulatory AUM · August 2026
- SCF PARTNERS, INC.CRD 107599 · HOUSTON, TX$2,378,294,414.00Regulatory AUM · August 2026
- SCG ASSET MANAGEMENT LLCCRD 311843 · NAPERVILLE, IL$158,700,504.00Regulatory AUM · August 2026
- SCGE MANAGEMENT, L.P.CRD 157402 · MENLO PARK, CA$10,395,355,198.00Regulatory AUM · August 2026
- SCHAEFER FINANCIAL MANAGEMENT, INC.CRD 110110 · CENTENNIAL, CO$1,114,890,977.00Regulatory AUM · August 2026
- SCHAEFFER FINANCIAL LLCCRD 133697 · ROCKVILLE, MD$257,695,379.00Regulatory AUM · August 2026
- SCHAFER CULLEN CAPITAL MANAGEMENT INCCRD 105799 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- SCHAFFER & COMPANY ASSET MANAGEMENT, INC.CRD 138463 · JACKSONVILLE, FL$90,781,774.00Regulatory AUM · August 2026
- SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLCCRD 319298 · LA CROSSE, WI$236,437,421.00Regulatory AUM · August 2026
- SCHAPER BENZ & WISE INVESTMENT COUNSEL INCCRD 107630 · NEENAH, WI$1,761,356,913.00Regulatory AUM · August 2026
- SCHARF INVESTMENTS, LLCCRD 105508 · LOS GATOS, CA$4,211,323,528.00Regulatory AUM · August 2026
- SCHAUER INVESTMENT MANAGEMENT, INC.CRD 283119 · NORTHRIDGE, CA$119,744,010.00Regulatory AUM · August 2026
- SCHEAR INVESTMENT ADVISERS, LLCCRD 146401 · CINCINNATI, OH$268,765,837.00Regulatory AUM · August 2026
- SCHEELER FINANCIAL LLCCRD 342671 · WEST CHESTER, OHNot availableRegulatory AUM · August 2026
- SCHERER FINANCIAL ADVISORY SERVICES, LLCCRD 317435 · DALLAS, TX$158,346,728.00Regulatory AUM · August 2026
- SCHIAVI & COMPANY LLCCRD 104804 · WILMINGTON, DE$797,577,542.00Regulatory AUM · August 2026
- SCHLEGEL DUNN LLCCRD 337990 · PLANO, TX$279,073,436.00Regulatory AUM · August 2026
- SCHLINDWEIN ASSOCIATES LLCCRD 109132 · DALLAS, TX$167,078,198.00Regulatory AUM · August 2026
- SCHLOSSER FINANCIAL SERVICES, INC.CRD 128809$108,000,000.00Regulatory AUM · August 2026
- SCHMIDT FINANCIAL MANAGEMENT, INC.CRD 328247 · KIRKLAND, WA$497,527,086.00Regulatory AUM · August 2026
- SCHMIDT, JACOB AARONCRD 121034 · FORT WAYNE, IN$212,629,231.00Regulatory AUM · August 2026
- SCHMITT WEALTH ADVISERS, CORP.CRD 174958 · CINCINNATI, OH$134,959,485.00Regulatory AUM · August 2026
- SCHMITZ CAPITAL PARTNERS, LLCCRD 105702 · MILL VALLEY, CA$131,993,452.00Regulatory AUM · August 2026
- SCHNALL ADVISORY SERVICES, INCCRD 106339$108,221,920.00Regulatory AUM · August 2026
- SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LPCRD 128591 · PITTSBURGH, PA$3,305,788,046.00Regulatory AUM · August 2026
- SCHNEIDER, MEREDITH HALLCRD 144166$149,849,605.00Regulatory AUM · August 2026
- SCHNIEDERS CAPITAL MANAGEMENT, LLC.CRD 120952 · PASADENA, CA$1,061,760,422.00Regulatory AUM · August 2026
- SCHOLAR FINANCIAL ADVISING, LLCCRD 298968 · WINSTON-SALEM, NCNot availableRegulatory AUM · August 2026
- SCHOLTZ & COMPANY, L.L.C.CRD 107363 · STAMFORD, CT$340,511,697.00Regulatory AUM · August 2026
- SCHONFELD STRATEGIC ADVISORS LLCCRD 281984 · NEW YORK, NY$225,251,626,459.00Regulatory AUM · August 2026
- SCHONFELD WEALTH MANAGEMENT, LLCCRD 342323 · BROOKLYN, NYNot availableRegulatory AUM · August 2026
- SCHOOL OF PERSONAL FINANCE, LLCCRD 307332$28,653,053.00Regulatory AUM · August 2026
- SCHORN WEALTH, LLCCRD 304104 · ENGLEWOOD, FL$392,433,757.00Regulatory AUM · August 2026
- $11,013,139,514.00Regulatory AUM · August 2026
- SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INCCRD 105820 · NEW YORK, NY$150,396,703,621.00Regulatory AUM · August 2026
- $82,545,029,900.00Regulatory AUM · August 2026
- SCHRODER WEALTH MANAGEMENT (US) LIMITEDCRD 289151$1,402,597,162.00Regulatory AUM · August 2026
- SCHRODERS CAPITAL MANAGEMENT (US) INC.CRD 145194 · NEW YORK, NY$34,585,641,082.00Regulatory AUM · August 2026
- SCHRUM PRIVATE WEALTH MANAGEMENT, LLCCRD 312164 · SAINT AUGUSTINE, FL$185,947,743.00Regulatory AUM · August 2026
- SCHUCHARD CAPITAL MANAGEMENT INCCRD 105528$325,532,078.00Regulatory AUM · August 2026
- SCHULHOFF & CO INCCRD 105264 · CINCINNATI, OH$286,285,816.00Regulatory AUM · August 2026
- SCHULTZ FINANCIAL GROUP INCORPORATEDCRD 108724 · RENO, NV$214,840,003.00Regulatory AUM · August 2026
- SCHULTZE ASSET MANAGEMENT, LPCRD 110927 · RYE BROOK, NY$71,599,248.00Regulatory AUM · August 2026
- SCHULZ WEALTH, LTD.CRD 172194 · MANSFIELD, TX$438,057,650.00Regulatory AUM · August 2026
- SCHUYLKILL FINANCIAL, LLCCRD 143052 · WYOMISSING, PA$123,631,702.00Regulatory AUM · August 2026
- SCHWAB WEALTH ADVISORY, INC.CRD 159035 · SAN FRANCISCO, CANot availableRegulatory AUM · August 2026
- SCHWARTZ INVESTMENT COUNSEL INCCRD 104693 · PLYMOUTH, MI$3,785,346,844.00Regulatory AUM · August 2026
- SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCRD 147384 · MINNEAPOLIS, MN$730,354,266.00Regulatory AUM · August 2026
- SCHWARZ INVESTMENT PARTNERSCRD 113556 · SILVER LAKE, KS$184,894,020.00Regulatory AUM · August 2026
- SCHWERIN BOYLE CAPITAL MANAGEMENT INCCRD 105004 · SPRINGFIELD, MA$1,209,259,520.00Regulatory AUM · August 2026
- SCI CAPITAL PARTNERS LPCRD 332592 · LOS ANGELES, CA$4,371,630,000.00Regulatory AUM · August 2026
- SCIA NY LLCCRD 337639 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- SCIENCAST MANAGEMENT LPCRD 271030 · PRINCETON, NJ$760,000,000.00Regulatory AUM · August 2026
- SCIENCE & TECHNOLOGY PARTNERS, L.P.CRD 331267 · GREENWICH, CT$425,488,218.00Regulatory AUM · August 2026
- SCIENS WATER OPPORTUNITIES MANAGEMENT LLCCRD 299986 · NEW YORK, NY$743,453,428.00Regulatory AUM · August 2026
- SCIENTECH RESEARCH LLCCRD 310615 · JERSEY CITY, NJ$498,759,614.00Regulatory AUM · August 2026
- SCIRE FUND III GP, LLCCRD 323864 · DENVER, CONot availableRegulatory AUM · August 2026
- SCISSORTAIL WEALTH MANAGEMENT, LLCCRD 297761 · TULSA, OK$568,186,776.00Regulatory AUM · August 2026
- SCOGGIN MANAGEMENT LPCRD 157587 · NEW YORK, NY$463,926,966.00Regulatory AUM · August 2026
- SCOPIA CAPITAL MANAGEMENT LPCRD 124403 · NEW YORK, NY$587,339,827.00Regulatory AUM · August 2026
- SCOPUS ASSET MANAGEMENT, L.P.CRD 157518 · NEW YORK, NY$3,818,629,319.00Regulatory AUM · August 2026
- SCOTIA PARTNERS, LLCCRD 140568$110,730,178.00Regulatory AUM · August 2026
- SCOTT & SELBER, INC. CAPITAL MANAGEMENTCRD 105523 · HOUSTON, TX$637,892,240.00Regulatory AUM · August 2026
- SCOTT CAPITAL ADVISORS, LLCCRD 307980 · PORTLAND, OR$1,131,604,671.00Regulatory AUM · August 2026
- SCOTT CAPITAL PARTNERS LLPCRD 332026$970,549,627.00Regulatory AUM · August 2026