All investment adviser firms · Page 146
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- STONECOURT CAPITAL LPCRD 286234 · NEW YORK, NY$450,500,358.00Regulatory AUM · August 2026
- STONECREEK PRIVATE WEALTH, LLCCRD 323473$193,314,378.00Regulatory AUM · August 2026
- STONECREST ADVISORS, INC.CRD 142095 · AUSTIN, TX$398,800,521.00Regulatory AUM · August 2026
- STONECREST WEALTH MANAGEMENT, INCCRD 311404 · CHANDLER, AZ$375,821,951.00Regulatory AUM · August 2026
- STONECROP WEALTH ADVISORS, LLCCRD 306486 · WEST CHESTER, PA$299,540,652.00Regulatory AUM · August 2026
- STONEFIELD INVESTMENT ADVISORY, INC.CRD 113802 · CEDAR RAPIDS, IA$120,250,000.00Regulatory AUM · August 2026
- $23,839,017,005.00Regulatory AUM · August 2026
- STONEHAVEN WEALTH & TAX SOLUTIONS, LLCCRD 332731 · APPLETON, WI$168,219,428.00Regulatory AUM · August 2026
- STONEHEARTH CAPITAL MANAGEMENT LLCCRD 128866 · DANVERS, MA$425,411,155.00Regulatory AUM · August 2026
- STONEHENGE RETIREMENT PLANNERS LLCCRD 292489Not availableRegulatory AUM · August 2026
- STONEHILL CAPITAL MANAGEMENT LLCCRD 155513 · NEW YORK, NY$4,339,267,898.00Regulatory AUM · August 2026
- STONEKEEP INVESTMENTS, LLCCRD 306144$169,575,000.00Regulatory AUM · August 2026
- STONEPEAK PARTNERS LPCRD 159699 · NEW YORK, NY$81,908,879,915.00Regulatory AUM · August 2026
- STONEPINE CAPITAL MANAGEMENT, LLCCRD 139891 · BEND, OR$181,001,870.00Regulatory AUM · August 2026
- STONERIDGE INVESTMENT PARTNERS LLCCRD 109261 · RADNOR, PA$152,341,725.00Regulatory AUM · August 2026
- STONERIDGE PMG ADVISORS, LLCCRD 107662 · RADNOR, PA$390,652,054.00Regulatory AUM · August 2026
- STONETREE INVESTMENT PARTNERS LLCCRD 318477 · DALLAS, TX$195,671,557.00Regulatory AUM · August 2026
- STONEX ADVISORS INC.CRD 174182 · BIRMINGHAM, AL$5,092,884,780.00Regulatory AUM · August 2026
- STONEX INTERNATIONAL ADVISORS INCCRD 153799 · MIAMI, FL$106,652,630.00Regulatory AUM · August 2026
- STONY POINT CAPITAL LLCCRD 283066 · NEW YORK, NY$1,494,730,819.00Regulatory AUM · August 2026
- STONY POINT WEALTH MANAGEMENT INC.CRD 210519 · RICHMOND, VA$506,067,770.00Regulatory AUM · August 2026
- STORDAHL CAPITAL MANAGEMENT, INC.CRD 287916 · GREENWOOD VILLAGE, CO$675,912,374.00Regulatory AUM · August 2026
- STOREHOUSE FINANCIAL LLCCRD 140738 · FORT WORTH, TX$240,390,695.00Regulatory AUM · August 2026
- STOREN LEGACY PARTNERS, LLCCRD 339197 · ZIONSVILLE, IN$438,267,419.00Regulatory AUM · August 2026
- STORGATE, LLCCRD 334632$184,478,063.00Regulatory AUM · August 2026
- STORGE PARTNERS ECONOMIC STUDIES LLCCRD 305395 · CORAL GABLES, FL$866,631,010.00Regulatory AUM · August 2026
- STORMFIELD CAPITAL, LLCCRD 285486 · SOUTHPORT, CT$776,442,563.00Regulatory AUM · August 2026
- STORMS & ROWDON FINANCIAL SERVICES, INC.CRD 334690 · ORMOND BEACH, FL$141,159,549.00Regulatory AUM · August 2026
- STORR CAPITAL, LLCCRD 324212 · WEST PALM BEACH, FL$309,522,034.00Regulatory AUM · August 2026
- STORY3 CAPITAL PARTNERS, LLCCRD 300651$986,853,131.00Regulatory AUM · August 2026
- STORYONE LLCCRD 331394 · OVERLAND PARK, KS$259,411,503.00Regulatory AUM · August 2026
- STRADA FINANCIAL GROUP LLCCRD 316987 · BORING, OR$159,217,097.00Regulatory AUM · August 2026
- STRAIGHTLINE GROUP, LLCCRD 127401 · TROY, MI$1,170,377,158.00Regulatory AUM · August 2026
- STRAIT & SOUND WEALTH MANAGEMENT LLCCRD 309306$333,725,811.00Regulatory AUM · August 2026
- STRATA WEALTH ADVISORS, LLCCRD 285973 · DALLAS, TX$886,073,285.00Regulatory AUM · August 2026
- STRATACORE CAPITAL MANAGEMENT, LLCCRD 171163 · NEW YORK, NY$97,000,000.00Regulatory AUM · August 2026
- STRATEGAS ASSET MANAGEMENT, LLCCRD 172000 · NEW YORK, NY$458,429,544.00Regulatory AUM · August 2026
- STRATEGENT FINANCIAL, LLCCRD 148173 · HARRISONBURG, VA$374,747,138.00Regulatory AUM · August 2026
- STRATEGIC ADVISERS LLCCRD 104555 · BOSTON, MA$1,370,125,325,211.00Regulatory AUM · August 2026
- STRATEGIC ADVISORS LLCCRD 125882 · NEW YORK, NY$832,890,818.00Regulatory AUM · August 2026
- STRATEGIC ADVISORY PARTNERS, LLCCRD 314842 · GREENSBORO, NC$191,433,909.00Regulatory AUM · August 2026
- STRATEGIC ADVISORY SERVICES, L.L.C.CRD 108706 · HOUSTON, TX$184,903,223.00Regulatory AUM · August 2026
- STRATEGIC ADVISORY SERVICES, LLCCRD 287984 · MEMPHIS, TN$201,174,393.00Regulatory AUM · August 2026
- STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.CRD 135832 · POMPANO BEACH, FL$416,491,744.00Regulatory AUM · August 2026
- STRATEGIC ASSET MANAGEMENT LLC.CRD 306384 · ROCHESTER, MN$218,258,845.00Regulatory AUM · August 2026
- STRATEGIC BLUEPRINT, LLCCRD 284840 · ATLANTA, GA$2,535,734,578.00Regulatory AUM · August 2026
- STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.CRD 114922 · BOSTON, MA$2,838,890,251.00Regulatory AUM · August 2026
- STRATEGIC CAPITAL INVESTMENT ADVISORS INCCRD 107772 · LOMBARD, ILNot availableRegulatory AUM · August 2026
- STRATEGIC EQUITY MANAGEMENT, INC.CRD 112142 · TUCSON, AZ$933,491,000.00Regulatory AUM · August 2026
- STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.CRD 128199 · FAIRFIELD, NJ$1,659,659,756.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL CONCEPTS, LLCCRD 141849 · SAN ANTONIO, TX$927,710,771.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL MANAGEMENT, LLCCRD 157376$166,754,708.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL PARTNERS, LTDCRD 148858$321,117,654.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL PLANNING, INC.CRD 118450 · PLANO, TX$220,634,704.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL SERVICES, INC.CRD 109677 · UTICA, NY$2,807,579,222.00Regulatory AUM · August 2026
- STRATEGIC FORESIGHT INVESTMENTS LLCCRD 164744 · WILMINGTON, DE$115,020,000.00Regulatory AUM · August 2026
- STRATEGIC GLOBAL ADVISORS, LLCCRD 286019 · NEWPORT BEACH, CA$3,025,106,708.00Regulatory AUM · August 2026
- STRATEGIC INCOME GROUP LLCCRD 165839 · CHANDLER, AZ$362,407,752.00Regulatory AUM · August 2026
- STRATEGIC INCOME MANAGEMENT, LLCCRD 151956 · SEATTLE, WA$3,139,274,177.00Regulatory AUM · August 2026
- STRATEGIC INTERNATIONAL LIMITEDCRD 287914$176,870.00Regulatory AUM · August 2026
- STRATEGIC INVESTMENT ADVISORS, LLCCRD 151501 · NOVI, MI$1,816,297,187.00Regulatory AUM · August 2026
- STRATEGIC INVESTMENT MANAGEMENT, LLCCRD 104862 · ARLINGTON, VA$35,512,226,350.00Regulatory AUM · August 2026
- STRATEGIC INVESTMENT SOLUTIONS, INC.CRD 143128 · ORLAND PARK, IL$830,236,000.00Regulatory AUM · August 2026
- STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P.CRD 134009 · NEW YORK, NY$80,362,579,532.00Regulatory AUM · August 2026
- STRATEGIC PLANNING GROUP, INC.CRD 124855 · WELLESLEY, MA$218,582,386.00Regulatory AUM · August 2026
- STRATEGIC PLANNING GROUP, LLCCRD 113844 · BOUNTIFUL, UT$910,256,041.00Regulatory AUM · August 2026
- STRATEGIC PLANNING, INC.CRD 139648 · COLUMBUS, OH$376,630,000.00Regulatory AUM · August 2026
- STRATEGIC POINT INVESTMENT ADVISORS LLCCRD 124636 · PROVIDENCE, RI$914,758,697.00Regulatory AUM · August 2026
- STRATEGIC PORTFOLIO SOLUTIONS, LLCCRD 156374 · DALLAS, TX$136,210,586.00Regulatory AUM · August 2026
- STRATEGIC PROBABILITY PARTNERS, LLCCRD 174441$138,649,352.00Regulatory AUM · August 2026
- STRATEGIC RETIREMENT ADVISORS, LLCCRD 142887 · ELK GROVE, CA$216,909,859.00Regulatory AUM · August 2026
- STRATEGIC SWISS ADVISORS AGCRD 169335$219,966,617.00Regulatory AUM · August 2026
- STRATEGIC VALUE BANK PARTNERS LLCCRD 282228 · CLEVELAND, OH$774,073,381.00Regulatory AUM · August 2026
- STRATEGIC VALUE PARTNERS, LLCCRD 138406 · GREENWICH, CT$25,612,484,792.00Regulatory AUM · August 2026
- STRATEGIC WEALTH ADVISORS GROUP, INC.CRD 285863 · UTICA, MI$206,664,688.00Regulatory AUM · August 2026
- STRATEGIC WEALTH ADVISORS, LLCCRD 114167$325,156,321.00Regulatory AUM · August 2026
- STRATEGIC WEALTH CAPITAL, LLCCRD 326299 · SAN FRANCISCO, CA$238,395,849.00Regulatory AUM · August 2026
- STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLCCRD 284430 · EDEN PRAIRIE, MN$1,537,238,398.00Regulatory AUM · August 2026
- STRATEGIC WEALTH INVESTMENT GROUP, LLCCRD 165474 · LOUISVILLE, KY$1,384,291,490.00Regulatory AUM · August 2026
- STRATEGIC WEALTH MANAGEMENT, LLCCRD 171908 · BEDFORD, TX$157,762,701.00Regulatory AUM · August 2026
- STRATEGIC WEALTH PARTNERS LLCCRD 336564 · FRANKLIN, TN$101,700,000.00Regulatory AUM · August 2026
- STRATEGIC WEALTH PARTNERS, LTD.CRD 148586 · INDEPENDENCE, OH$1,644,729,979.00Regulatory AUM · August 2026
- STRATEGIES WEALTH ADVISORS, LLCCRD 289913 · GRAND RAPIDS, MI$3,288,459,087.00Regulatory AUM · August 2026
- STRATEGIQ FUNDS, INC.CRD 338557 · SAN ANTONIO, TXNot availableRegulatory AUM · August 2026
- STRATEGY ASSET MANAGERS L.L.C.CRD 109939 · PASADENA, CA$930,077,850.00Regulatory AUM · August 2026
- STRATEGY CAPITAL LLCCRD 169007 · LOS ALTOS, CA$1,344,508,676.00Regulatory AUM · August 2026
- STRATEGY FINANCIAL SERVICES, LLCCRD 164531 · PHOENIX, AZ$366,734,230.00Regulatory AUM · August 2026
- STRATEGY, INC.CRD 290104 · LUBBOCK, TX$142,433,113.00Regulatory AUM · August 2026
- STRATHMORE CAPITAL ADVISORS, INC.CRD 135008 · CHARLOTTE, NC$805,034,607.00Regulatory AUM · August 2026
- STRATIS CAPITAL, LLCCRD 300130 · DARIEN, CT$507,523,189.00Regulatory AUM · August 2026
- STRATOS INVESTMENT MANAGEMENT, LLCCRD 283850 · BEACHWOOD, OH$3,311,686,422.00Regulatory AUM · August 2026
- STRATOS WEALTH ADVISORS LLCCRD 283816 · BEACHWOOD, OH$5,573,579,738.00Regulatory AUM · August 2026
- STRATOS WEALTH PARTNERS, LTDCRD 153184 · BEACHWOOD, OH$18,646,381,698.00Regulatory AUM · August 2026
- STRATTAM CAPITAL MANAGEMENT, LLCCRD 171845 · SAN FRANCISCO, CA$938,675,790.00Regulatory AUM · August 2026
- STRATTON CAPITAL INVESTMENT ADVISORY LLCCRD 307491 · NEW YORK, NY$138,321,970.00Regulatory AUM · August 2026
- STRATXAI TECHNOLOGIES LTDCRD 325625Not availableRegulatory AUM · August 2026
- STRAUSS WEALTH ADVISING, INC.CRD 310512 · HOOVER, AL$276,000,000.00Regulatory AUM · August 2026
- STREAMSONG ADVISORS, LLCCRD 168250 · GRAND RAPIDS, MI$124,394,948.00Regulatory AUM · August 2026
- STREET CAPITAL PARTNERS, LLCCRD 309233 · INDIANAPOLIS, IN$238,933,754.00Regulatory AUM · August 2026
- STREETBEAT LLCCRD 315893 · WILMINGTON, DE$4,866,565.00Regulatory AUM · August 2026