All investment adviser firms · Page 144
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- STACKSTONE WEALTH, LLCCRD 342692 · DUBUQUE, IANot availableRegulatory AUM · August 2026
- STACKWELL CAPITAL ADVISERS, LLCCRD 316298 · BOSTON, MA$2,310,890.00Regulatory AUM · August 2026
- STADION MONEY MANAGEMENT, LLCCRD 112608 · WATKINSVILLE, GA$2,688,655,028.00Regulatory AUM · August 2026
- STAFFORD CAPITAL PARTNERS INC.CRD 171419 · AUSTIN, TX$1,720,208,004.00Regulatory AUM · August 2026
- STAFFORD CAPITAL PARTNERS LIMITEDCRD 168133$6,749,571,078.00Regulatory AUM · August 2026
- STAGE 2 PLANNING PARTNERS LLCCRD 323281 · S BURLINGTON, VT$106,498,446.00Regulatory AUM · August 2026
- STAGE HARBOR FINANCIAL, LLCCRD 289725 · WESTWOOD, MA$1,097,169,525.00Regulatory AUM · August 2026
- STAGE WEALTH MANAGEMENT, INC.CRD 320774$103,453,750.00Regulatory AUM · August 2026
- STAIB FINANCIAL PLANNING, LLCCRD 125706$118,021,052.00Regulatory AUM · August 2026
- STAINES FINANCIAL, LLCCRD 299405 · ROSEVILLE, CA$168,684,412.00Regulatory AUM · August 2026
- STAIRWAY PARTNERS, LLCCRD 133157 · MINNEAPOLIS, MN$2,358,074,847.00Regulatory AUM · August 2026
- STALEY CAPITAL ADVISERS INCCRD 107118 · PITTSBURGH, PA$3,108,464,090.00Regulatory AUM · August 2026
- STAMOS CAPITAL PARTNERS, L.P.CRD 134660 · MENLO PARK, CA$7,636,498,100.00Regulatory AUM · August 2026
- STAN EVANS FINANCIAL PLANNING, LLCCRD 164320 · GALLIPOLIS, OH$122,000,000.00Regulatory AUM · August 2026
- STANCE CAPITAL LLCCRD 284267 · BOSTON, MA$354,203,768.00Regulatory AUM · August 2026
- STANCORP INVESTMENT ADVISERS, INC.CRD 110228 · PORTLAND, OR$34,500,914,826.00Regulatory AUM · August 2026
- STANDARD CRYPTO MANAGEMENT LPCRD 305439$1,347,235,873.00Regulatory AUM · August 2026
- STANDARD FAMILY OFFICE, LLCCRD 301865 · SIOUX FALLS, SD$1,011,403,048.00Regulatory AUM · August 2026
- STANDARD GENERAL L.P.CRD 151831 · NEW YORK, NY$647,322,000.00Regulatory AUM · August 2026
- STANDARD INVESTMENTS LLCCRD 160843 · NEW YORK, NY$5,221,086,770.00Regulatory AUM · August 2026
- STANDARD PARTNERS LLCCRD 167956 · BETHESDA, MD$108,273,868.00Regulatory AUM · August 2026
- STANDARD VALUATIONS INCCRD 112413 · WHITE BEAR LAKE, MNNot availableRegulatory AUM · August 2026
- STANDPOINT ASSET MANAGEMENT, LLCCRD 305155 · SCOTTSDALE, AZ$771,133,613.00Regulatory AUM · August 2026
- STANHOPE CAPITAL, LLPCRD 162512$15,695,380,510.00Regulatory AUM · August 2026
- STANLEY CAPITAL MANAGEMENT LLCCRD 156468 · HOUSTON, TX$634,621,352.00Regulatory AUM · August 2026
- STANLEY-LAMAN GROUP LTD.CRD 112112 · BERWYN, PA$1,023,479,352.00Regulatory AUM · August 2026
- STANSBERRY ASSET MANAGEMENT, LLCCRD 282103 · WESTLAKE, TX$1,291,272,483.00Regulatory AUM · August 2026
- STAPLE STREET CAPITAL MANAGEMENT, L.P.CRD 173785 · NEW YORK, NY$622,236,932.00Regulatory AUM · August 2026
- STAPP WEALTH MANAGEMENT, PLLCCRD 116553 · OLYMPIA, WA$145,112,880.00Regulatory AUM · August 2026
- STAR ASIA MANAGEMENT LLCCRD 162365 · MOUNT LAUREL, NJ$4,811,251,427.00Regulatory AUM · August 2026
- STAR CAPITAL INC.CRD 171057 · EDINA, MN$143,595,858.00Regulatory AUM · August 2026
- STAR HARBOR INVESTMENTS INCCRD 335139Not availableRegulatory AUM · August 2026
- STAR MOUNTAIN FUND MANAGEMENT, LLCCRD 164728 · NEW YORK, NY$4,175,999,971.00Regulatory AUM · August 2026
- STAR WEALTH MANAGEMENT CORPORATIONCRD 341885 · BINGHAM FARMS, MI$156,477,380.00Regulatory AUM · August 2026
- STARBOARD VALUE LPCRD 156943 · NEW YORK, NY$8,151,859,267.00Regulatory AUM · August 2026
- STARK RICHARD JOSEPHCRD 107636 · ENGLEWOOD, CO$426,099,643.00Regulatory AUM · August 2026
- STARK WEALTH MANAGEMENT LLCCRD 309422 · BETHLEHEM, PA$262,465,084.00Regulatory AUM · August 2026
- STARR PRIVATE EQUITY PARTNERS, LLCCRD 297886 · NEW YORK, NY$5,116,780,118.00Regulatory AUM · August 2026
- STARR-MATHEWS FINANCIAL, LLCCRD 166199 · CALHOUN, GA$158,604,251.00Regulatory AUM · August 2026
- STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.CRD 110148 · MIAMI BEACH, FL$79,173,886,703.00Regulatory AUM · August 2026
- STASH INVESTMENTS LLCCRD 226550 · NEW YORK, NY$4,920,730,416.00Regulatory AUM · August 2026
- STASH WEALTH, LLCCRD 167072 · NEW YORK, NY$51,715,642.00Regulatory AUM · August 2026
- STATE FARM INVESTMENT MANAGEMENT CORP.CRD 3487 · BLOOMINGTON, IL$12,938,660,000.00Regulatory AUM · August 2026
- STATETRUST CAPITAL, LLC.CRD 114052 · BOCA RATON, FL$93,653,600.00Regulatory AUM · August 2026
- STATHEROS FINANCIAL SOLUTIONS, INC.CRD 306217 · EL DORADO HILLS, CA$926,170,171.00Regulatory AUM · August 2026
- STAVIS WEALTH TRANSFER SOLUTIONS, LLCCRD 328185 · HOUSTON, TX$148,120,106.00Regulatory AUM · August 2026
- STAWNYCHY FINANCIAL SERVICES, INC.CRD 128859 · KINNELON, NJ$131,213,053.00Regulatory AUM · August 2026
- STEADFAST CAPITAL MANAGEMENT LPCRD 157124 · NEW YORK, NY$10,360,800,715.00Regulatory AUM · August 2026
- STEADMONT ADVISORS, LLCCRD 328882 · BIRMINGHAM, AL$430,737,802.00Regulatory AUM · August 2026
- STEADTRUST LLCCRD 334416$618,117,066.00Regulatory AUM · August 2026
- STEADVIEW CAPITAL MANAGEMENT LLCCRD 164661 · SAN FRANCISCO, CA$2,637,278,694.00Regulatory AUM · August 2026
- STEADY RETURNS, LLCCRD 166834$159,845,985.00Regulatory AUM · August 2026
- STEAMBOAT CAPITAL PARTNERS, LLCCRD 173141$515,639,073.00Regulatory AUM · August 2026
- STEBEN & COMPANY, LLCCRD 117808 · EXCELSIOR, MN$69,181,112.00Regulatory AUM · August 2026
- STEDFAST CAPITAL MANAGEMENT LLCCRD 336660 · CANANDAIGUA, NY$26,000,000.00Regulatory AUM · August 2026
- STEEL GROVE CAPITAL ADVISORS, LLCCRD 115231 · MEMPHIS, TN$1,639,538,829.00Regulatory AUM · August 2026
- STEELE CAPITAL MANAGEMENT, INC.CRD 107097 · DUBUQUE, IA$3,547,339,793.00Regulatory AUM · August 2026
- STEELE CREEK INVESTMENT MANAGEMENT LLCCRD 170209 · CHARLOTTE, NC$1,737,996,053.00Regulatory AUM · August 2026
- STEELE STREET CAPITAL LLCCRD 331520 · PORTSMOUTH, NH$140,457,240.00Regulatory AUM · August 2026
- STEELHEAD CAPITAL MANAGEMENT, LLCCRD 173440 · FORT WORTH, TX$202,521,629.00Regulatory AUM · August 2026
- STEELHEAD PARTNERS,LLCCRD 116569 · SEATTLE, WA$2,510,413,432.00Regulatory AUM · August 2026
- STEELHEAD WEALTH MANAGEMENT LLCCRD 338410 · GLEN ALLEN, VA$341,895,056.00Regulatory AUM · August 2026
- STEELOAKS INVESTMENT ADVISERS, INC.CRD 108197 · WEIRTON, WV$131,000,000.00Regulatory AUM · August 2026
- STEELPEAK WEALTH, LLCCRD 165168 · LOS ANGELES, CA$4,148,078,008.00Regulatory AUM · August 2026
- STEEPROCK CAPITAL II LLCCRD 172775 · GREENWICH, CT$2,625,124,488.00Regulatory AUM · August 2026
- STEFFENS FINANCIAL CORPCRD 342546 · BYRAM TOWNSHIP, NJNot availableRegulatory AUM · August 2026
- STEFFES FINANCIAL, LTDCRD 134530 · OVERLAND PARK, KS$611,455,054.00Regulatory AUM · August 2026
- STEGENT EQUITY ADVISORS INC.CRD 114518 · HOUSTON, TX$243,720,951.00Regulatory AUM · August 2026
- STEGINSKY CAPITAL LLCCRD 109617$599,040,734.00Regulatory AUM · August 2026
- STEGNER INVESTMENT ASSOCIATES INCCRD 107480 · LOUISVILLE, KY$2,768,774,437.00Regulatory AUM · August 2026
- STEIGERWALD, GORDON & KOCH INC.CRD 111685 · LEESBURG, VA$1,322,699,543.00Regulatory AUM · August 2026
- STEINBERG ASSET MANAGEMENT, LLCCRD 118968 · NEW YORK, NY$172,176,759.00Regulatory AUM · August 2026
- STELAC ADVISORY SERVICES LLCCRD 145103 · NEW YORK, NY$6,286,367,512.00Regulatory AUM · August 2026
- STELAC CAPITAL PARTNERS LLCCRD 163081 · NEW YORK, NY$1,042,663,283.00Regulatory AUM · August 2026
- STELLA POINT CAPITAL, LPCRD 290013 · NEW YORK, NY$329,490,823.00Regulatory AUM · August 2026
- STELLEX CAPITAL MANAGEMENT LLCCRD 174278 · NEW YORK, NY$6,914,315,194.00Regulatory AUM · August 2026
- STELLUS CAPITAL MANAGEMENT, LLCCRD 160115 · HOUSTON, TX$3,508,120,289.00Regulatory AUM · August 2026
- STELLUS PRIVATE BDC ADVISOR, LLCCRD 317513 · HOUSTON, TX$472,764,372.00Regulatory AUM · August 2026
- STEMBROOK ASSET MANAGEMENT, LLCCRD 144116 · RED BANK, NJ$147,516,006.00Regulatory AUM · August 2026
- STEMPOINT CAPITAL LPCRD 324248 · NEW YORK, NY$761,283,000.00Regulatory AUM · August 2026
- STENGER FAMILY OFFICE, LLCCRD 325089 · NAPERVILLE, IL$734,939,415.00Regulatory AUM · August 2026
- STENHAM ASSET MANAGEMENT LIMITEDCRD 164382$3,956,403,604.00Regulatory AUM · August 2026
- STEP ADVISERS, LLCCRD 322349 · PALO ALTO, CANot availableRegulatory AUM · August 2026
- STEPHEN CRAIG SCHULMERICHCRD 112547$128,512,193.00Regulatory AUM · August 2026
- STEPHEN J. GARRY & ASSOCIATES, LLCCRD 295068 · GARDEN CITY, NY$142,552,831.00Regulatory AUM · August 2026
- STEPHEN SMITH FINANCIAL INC.CRD 339402 · SCHAUMBURG, IL$129,000,000.00Regulatory AUM · August 2026
- STEPHENS GROUP ASSET MANAGEMENT, LLCCRD 288981 · LITTLE ROCK, AR$1,703,054,534.00Regulatory AUM · August 2026
- STEPHENS INC.CRD 3496 · LITTLE ROCK, AR$18,044,844,233.00Regulatory AUM · August 2026
- STEPHENS INVESTMENT MANAGEMENT GROUP, LLCCRD 136369 · LITTLE ROCK, AR$9,546,934,754.00Regulatory AUM · August 2026
- STEPHENSON AND COMPANY, INC.CRD 111453 · SAN CLEMENTE, CA$446,981,303.00Regulatory AUM · August 2026
- STEPP & ROTHWELL INCCRD 107999 · OVERLAND PARK, KS$1,055,116,691.00Regulatory AUM · August 2026
- $47,285,811,887.00Regulatory AUM · August 2026
- STEPSTONE GROUP LPCRD 143635 · LA JOLLA, CA$107,824,428,426.00Regulatory AUM · August 2026
- STEPSTONE GROUP PRIVATE DEBT LLCCRD 323711 · LA JOLLA, CA$5,791,992,870.00Regulatory AUM · August 2026
- STEPSTONE GROUP PRIVATE WEALTH LLCCRD 305881 · CHARLOTTE, NC$17,933,992,646.00Regulatory AUM · August 2026
- STEPSTONE GROUP REAL ASSETS LPCRD 281695 · LA JOLLA, CA$41,482,551,889.00Regulatory AUM · August 2026
- STEPSTONE GROUP REAL ESTATE LPCRD 281698 · LA JOLLA, CA$17,212,566,630.00Regulatory AUM · August 2026
- STERLING ASSET MANAGEMENT CO INCCRD 112825$86,984,404.00Regulatory AUM · August 2026
- STERLING BAY CAPITAL ADVISERS, LLCCRD 172242 · CHICAGO, IL$297,640,745.00Regulatory AUM · August 2026
- STERLING BRIDGE FINANCIAL GROUP LLCCRD 304409 · PALM HARBOR, FL$131,066,360.00Regulatory AUM · August 2026