All investment adviser firms · Page 157
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- TRILLIUM WEALTH LLCCRD 341186 · WINTER PARK, FL$544,636,725.00Regulatory AUM · August 2026
- TRILOGY CAPITAL, INC.CRD 281597 · IRVINE, CA$3,210,026,097.00Regulatory AUM · August 2026
- TRIMARC WEALTH MANAGEMENT LLCCRD 163336$232,350,000.00Regulatory AUM · August 2026
- TRIMER CAPITAL MANAGEMENT LPCRD 319428 · SAN FRANCISCO, CA$901,468,142.00Regulatory AUM · August 2026
- TRINITAS CAPITAL MANAGEMENT, LLCCRD 281328 · DALLAS, TX$19,556,165,445.00Regulatory AUM · August 2026
- TRINITY ALPS CAPITAL PARTNERS, LPCRD 287741 · SAN FRANCISCO, CA$1,070,369,396.00Regulatory AUM · August 2026
- TRINITY CAPITAL ADVISER LLCCRD 326133 · PHOENIX, AZ$157,598,083.00Regulatory AUM · August 2026
- TRINITY CAPITAL INVESTORSCRD 110798 · JACKSON, MS$458,282,132.00Regulatory AUM · August 2026
- TRINITY CAPITAL MANAGEMENT, LLCCRD 143097 · SANTA BARBARA, CA$556,811,058.00Regulatory AUM · August 2026
- TRINITY CAPITAL MANAGEMENT, LLCCRD 289583 · GERMANTOWN, TN$164,518,086.00Regulatory AUM · August 2026
- TRINITY FINANCIAL ADVISORS LLCCRD 133191 · COLUMBUS, OH$669,993,827.00Regulatory AUM · August 2026
- TRINITY FUND ADVISORS LLCCRD 310217 · MIAMI, FL$929,996,210.00Regulatory AUM · August 2026
- TRINITY HUNT MANAGEMENT, L.P.CRD 157410 · DALLAS, TX$2,994,489,504.00Regulatory AUM · August 2026
- TRINITY INVESTMENT ADVISORS, LLCCRD 141039 · WEST CHESTER, PA$388,246,434.00Regulatory AUM · August 2026
- TRINITY INVESTMENT MANAGEMENT, LLCCRD 133873 · FORT WORTH, TX$126,234,722.00Regulatory AUM · August 2026
- TRINITY INVESTORS FUND ADVISORS, LLCCRD 314603 · SOUTHLAKE, TX$606,610,094.00Regulatory AUM · August 2026
- TRINITY LEGACY PARTNERS, LLCCRD 159179 · HOUSTON, TX$521,173,391.00Regulatory AUM · August 2026
- TRINITY PORTFOLIO ADVISORS, LLCCRD 151721 · SOUTHLAKE, TX$530,536,813.00Regulatory AUM · August 2026
- TRINITY STREET ASSET MANAGEMENT LLPCRD 152728$10,584,230,581.00Regulatory AUM · August 2026
- TRINITY WEALTH ADVISORS, L.L.C.CRD 109452 · ST. LOUIS, MO$281,549,235.00Regulatory AUM · August 2026
- TRINITY WEALTH MANAGEMENT LLCCRD 152355 · CINCINNATI, OH$425,170,000.00Regulatory AUM · August 2026
- TRINITY WEALTH MANAGEMENT, LLCCRD 169216 · BERWYN, PA$399,170,742.00Regulatory AUM · August 2026
- TRIO WEALTH MANAGEMENT, LLCCRD 328042 · GREAT FALLS, VA$133,979,243.00Regulatory AUM · August 2026
- TRIPACIFIC CAPITAL ADVISORS, LLCCRD 142121 · IRVINE, CA$12,298,908.00Regulatory AUM · August 2026
- TRIPLE SUMMIT ADVISORS, LLCCRD 282764$108,473,568.00Regulatory AUM · August 2026
- TRIPLEPOINT ADVISERS LLCCRD 168948 · MENLO PARK, CA$1,306,177,846.00Regulatory AUM · August 2026
- TRIPLETAIL WEALTH MANAGEMENT, LLCCRD 318781 · ORLANDO, FL$132,112,784.00Regulatory AUM · August 2026
- TRIPOST CAPITAL PARTNERS LLCCRD 293282 · NEW YORK, NY$1,448,480,259.00Regulatory AUM · August 2026
- TRIPPON WEALTH MANAGEMENT GROUP LLCCRD 136485 · HOUSTON, TX$262,287,030.00Regulatory AUM · August 2026
- TRISPAN (USA) LLCCRD 305501 · NEW YORK, NY$1,125,046,450.00Regulatory AUM · August 2026
- TRISPERITY ADVISORS, LLCCRD 142438 · KATY, TX$335,172,917.00Regulatory AUM · August 2026
- TRITIUM PARTNERS LLCCRD 173132 · AUSTIN, TX$1,862,086,780.00Regulatory AUM · August 2026
- TRITON FINANCIAL GROUP, INCCRD 309294 · OKLAHOMA CITY, OK$258,729,081.00Regulatory AUM · August 2026
- TRITON PACIFIC HEALTHCARE PARTNERS, LLCCRD 329737 · SAN JUAN CAPISTRANO, CA$379,622,227.00Regulatory AUM · August 2026
- TRITON WEALTH MANAGEMENT, PLLCCRD 291070 · SUN CITY, AZ$405,097,587.00Regulatory AUM · August 2026
- TRITONPOINT CAPITAL, LLCCRD 336417 · CHEVY CHASE, MD$250,178,748.00Regulatory AUM · August 2026
- TRITONPOINT PARTNERS, LLCCRD 333259 · CHEVY CHASE, MD$286,475,355.00Regulatory AUM · August 2026
- TRITONPOINT WEALTH, LLCCRD 328398 · CHEVY CHASE, MD$1,549,522,180.00Regulatory AUM · August 2026
- TRIUM CAPITAL LLPCRD 306112$5,790,815,400.00Regulatory AUM · August 2026
- TRIUMPH CAPITAL MANAGEMENTCRD 282814 · DENVER, CO$645,574,582.00Regulatory AUM · August 2026
- TRIUNE FINANCIAL PARTNERS, LLCCRD 152277 · OVERLAND PARK, KS$1,521,867,237.00Regulatory AUM · August 2026
- TRIVANT CUSTOM PORTFOLIO GROUP LLCCRD 129803 · SAN DIEGO, CA$239,428,000.00Regulatory AUM · August 2026
- TRIVE CAPITAL MANAGEMENT LLCCRD 166910 · DALLAS, TX$8,002,092,462.00Regulatory AUM · August 2026
- TRIVENI CAPITAL INVESTMENTS LPCRD 325802 · STAMFORD, CT$300,884,141.00Regulatory AUM · August 2026
- TRIVEST INVESTMENT ADVISORS, LLCCRD 161432 · CORAL GABLES, FL$6,011,200,759.00Regulatory AUM · August 2026
- TRIVIUM POINT ADVISORY, LLCCRD 292182 · WILTON, CT$1,627,183,809.00Regulatory AUM · August 2026
- TRM ADVISORS LPCRD 321278 · SOUTHFIELD, MI$159,800,000.00Regulatory AUM · August 2026
- TROLUCE CAPITAL ADVISORS LLCCRD 313120 · DORADO, PR$2,242,396,280.00Regulatory AUM · August 2026
- TROOB CAPITAL MANAGEMENT LLCCRD 161416 · RYE BROOK, NY$537,926,523.00Regulatory AUM · August 2026
- TROTT BROOK FINANCIAL, INC.CRD 290962 · ANOKA, MN$120,465,881.00Regulatory AUM · August 2026
- TROTTA, JOHN (NMN)CRD 125537 · FARMINGDALE, NY$135,000,000.00Regulatory AUM · August 2026
- TROUTMAN WEALTH MANAGEMENT, LLCCRD 301107 · MALVERN, PA$152,502,715.00Regulatory AUM · August 2026
- TROVE INVESTMENT ADVISORS LLCCRD 306904 · DALLAS, TX$387,586.00Regulatory AUM · August 2026
- TROWBRIDGE CAPITAL PARTNERS LLC.CRD 297764$25,824,354.00Regulatory AUM · August 2026
- TROY ASSET MANAGEMENT LTDCRD 319174$14,697,092,098.00Regulatory AUM · August 2026
- TRP CAPITAL ADVISORS V, LLCCRD 306604 · BIRMINGHAM, MI$690,991,189.00Regulatory AUM · August 2026
- TRP CAPITAL ADVISORS VI, LLCCRD 329787 · BIRMINGHAM, MI$310,752,652.00Regulatory AUM · August 2026
- TRP CAPITAL ADVISORS, LLCCRD 281098 · BIRMINGHAM, MI$82,451,086.00Regulatory AUM · August 2026
- TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCCRD 309098 · PORTLAND, OR$264,745,245.00Regulatory AUM · August 2026
- TRU INDEPENDENCE ASSET MANAGEMENT, LLCCRD 168256 · PORTLAND, OR$336,851,857.00Regulatory AUM · August 2026
- TRUADVISORS FINANCIAL, LLCCRD 170564 · TAMPA, FL$132,731,351.00Regulatory AUM · August 2026
- TRUARC PARTNERS, LPCRD 312288 · NEW YORK, NY$3,977,768,969.00Regulatory AUM · August 2026
- TRUBEE WEALTH ADVISORS, INC.CRD 3618 · BUFFALO, NY$911,490,610.00Regulatory AUM · August 2026
- TRUCK CAPITAL MANAGEMENT LLCCRD 164329 · NEW YORK, NY$58,274,817.00Regulatory AUM · August 2026
- TRUE BLUE FINANCIAL, LLCCRD 310841 · STEVENSVILLE, MI$271,506,698.00Regulatory AUM · August 2026
- TRUE FREEDOM INVESTING, LLCCRD 322728 · COEUR D'ALENE, ID$1,558,055,845.00Regulatory AUM · August 2026
- TRUE GREEN CAPITAL MANAGEMENT LLCCRD 277052 · WESTPORT, CT$876,213,286.00Regulatory AUM · August 2026
- TRUE LINK FINANCIAL ADVISORS, LLCCRD 281870 · SAN FRANCISCO, CA$1,886,887,606.00Regulatory AUM · August 2026
- TRUE MEASURE WEALTH MANAGEMENTCRD 116265 · OMAHA, NE$241,547,365.00Regulatory AUM · August 2026
- TRUE NORTH ADVISORS, LLCCRD 116048 · DALLAS, TX$5,422,653,468.00Regulatory AUM · August 2026
- TRUE NORTH MANAGEMENT GROUP, LLCCRD 161042 · STAMFORD, CT$492,530,238.00Regulatory AUM · August 2026
- TRUE NORTH RETIREMENT ADVISORS, LLCCRD 290885 · CLACKAMAS, OR$460,887,057.00Regulatory AUM · August 2026
- TRUE PRIVATE WEALTH ADVISORS, LLCCRD 164947 · SALEM, OR$1,426,784,638.00Regulatory AUM · August 2026
- TRUE SQUARE FINANCIAL LLCCRD 287997 · ATLANTA, GA$178,846,896.00Regulatory AUM · August 2026
- TRUE VISION MN LLCCRD 322783 · WOODBURY, MN$271,745,411.00Regulatory AUM · August 2026
- TRUE WEALTH ADVISORY GROUP, LLCCRD 306523 · MIAMI, FL$240,117,337.00Regulatory AUM · August 2026
- TRUE WEALTH DESIGN, LLCCRD 143194 · AKRON, OH$494,042,592.00Regulatory AUM · August 2026
- TRUE WIND CAPITAL MANAGEMENT, L.P.CRD 281109 · SAN FRANCISCO, CA$2,078,315,040.00Regulatory AUM · August 2026
- TRUEBLOOD WEALTH MANAGEMENT, LLCCRD 321659 · LIMA, OH$474,149,389.00Regulatory AUM · August 2026
- TRUEBRIDGE CAPITAL PARTNERS LLCCRD 155425 · CHAPEL HILL, NC$11,235,243,826.00Regulatory AUM · August 2026
- TRUEDGE ASSET MANAGEMENT LLCCRD 323442 · INDIANAPOLIS, INNot availableRegulatory AUM · August 2026
- TRUEFG, LLCCRD 285850 · CEDAR PARK, TX$409,000,000.00Regulatory AUM · August 2026
- TRUEHAVEN CAPITAL, LLCCRD 332005 · FRANKLIN, TN$62,313,662.00Regulatory AUM · August 2026
- TRUELINE WEALTH GROUP, LLCCRD 342570 · HATTIESBURG, MSNot availableRegulatory AUM · August 2026
- TRUELINK CAPITAL MANAGEMENT, LLCCRD 323910 · LOS ANGELES, CA$4,197,667,227.00Regulatory AUM · August 2026
- TRUEMAN BROWN, LLCCRD 141602 · LAKE ZURICH, IL$196,050,099.00Regulatory AUM · August 2026
- TRUEMARK INVESTMENTS, LLCCRD 306600 · CHICAGO, IL$1,419,410,000.00Regulatory AUM · August 2026
- TRUENORTH FINANCIAL SERVICES, LLCCRD 118273 · SEATTLE, WA$321,734,679.00Regulatory AUM · August 2026
- TRUENORTH WEALTH & IMPACT, LLCCRD 321238 · JOPLIN, MO$456,158,781.00Regulatory AUM · August 2026
- TRUEPOINT, INC.CRD 105664 · CINCINNATI, OH$6,392,730,954.00Regulatory AUM · August 2026
- TRUEWEALTH ADVISORS, LLCCRD 298838 · HOOVER, AL$547,498,774.00Regulatory AUM · August 2026
- TRUEWEALTH FINANCIAL PARTNERS, LLCCRD 316079 · BELLEVUE, WA$273,719,158.00Regulatory AUM · August 2026
- TRUFFLE HOUND CAPITAL, LLCCRD 137616 · BETHESDA, MD$679,964,152.00Regulatory AUM · August 2026
- TRUIST ADVISORY SERVICES, INC.CRD 283390 · ATLANTA, GA$77,391,727,185.00Regulatory AUM · August 2026
- TRUMAN CAPITAL ADVISORS, LPCRD 156659 · ARMONK, NY$462,010,786.00Regulatory AUM · August 2026
- TRUMAN WEALTH ADVISORS LLCCRD 334752 · COLUMBIA, MO$105,980,250.00Regulatory AUM · August 2026
- TRUMBOWER FINANCIAL ADVISORS LLCCRD 107495 · BETHESDA, MD$1,984,731,510.00Regulatory AUM · August 2026
- TRUNORTH CAPITAL MANAGEMENT, L.L.C.CRD 165285 · KALAMAZOO, MI$724,533,781.00Regulatory AUM · August 2026
- TRUNORTH FINANCIAL LLCCRD 331614$38,965,213.00Regulatory AUM · August 2026
- TRUNORTH FINANCIAL SERVICES, INC.CRD 111308 · CHAMBERSBURG, PA$309,492,678.00Regulatory AUM · August 2026