All investment adviser firms · Page 161
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: July 2026 and August 2026
- VALUR ROBO ADVISORS LLCCRD 318675 · NEW YORK, NY$26,526.00Regulatory AUM · August 2026
- VAM GROUP, INC.CRD 118048 · GRAND RAPIDS, MI$589,375,294.00Regulatory AUM · August 2026
- VAN BERKOM AND ASSOCIATES INC.CRD 128221$3,798,603,399.00Regulatory AUM · August 2026
- VAN CLEEF ASSET MANAGEMENT INCCRD 105768 · BEACHWOOD, OH$1,208,317,143.00Regulatory AUM · August 2026
- VAN CLEMENS WEALTH MANAGEMENT, LLCCRD 297362 · MINNEAPOLIS, MN$470,383,471.00Regulatory AUM · August 2026
- VAN DEN BERG MANAGEMENT I, INC.CRD 112308 · AUSTIN, TX$679,521,633.00Regulatory AUM · August 2026
- VAN DER NOORD FINANCIAL ADVISORS, INC.CRD 135556 · GREER, SC$152,009,062.00Regulatory AUM · August 2026
- VAN DIEST CAPITAL, LLCCRD 334743 · POLK CITY, IA$144,104,427.00Regulatory AUM · August 2026
- VAN ECK ABSOLUTE RETURN ADVISERS CORPORATIONCRD 137177 · NEW YORK, NY$3,108,547,475.00Regulatory AUM · August 2026
- VAN ECK ASSOCIATES CORPORATIONCRD 105080 · NEW YORK, NY$125,605,775,515.00Regulatory AUM · August 2026
- VAN HULZEN ASSET MANAGEMENT, LLCCRD 116632 · EL DORADO HILLS, CA$2,143,345,481.00Regulatory AUM · August 2026
- VAN LEEUWEN & ASSOCIATES, INC.CRD 289463 · RICHMOND, KY$559,416,819.00Regulatory AUM · August 2026
- VAN STRUM & TOWNE INCCRD 106228 · SAN FRANCISCO, CA$483,035,626.00Regulatory AUM · August 2026
- VAN WINKLE WEALTH MANAGEMENT GROUP LLCCRD 134813 · NEWARK, OH$120,793,535.00Regulatory AUM · August 2026
- VANBARTON GROUP LLCCRD 119128 · NEW YORK, NY$2,280,800,000.00Regulatory AUM · August 2026
- VANCE STREET MANAGEMENT LLCCRD 155758 · LOS ANGELES, CA$3,219,831,800.00Regulatory AUM · August 2026
- VANCE WEALTH, LLCCRD 310162 · SANTA CLARITA, CA$893,563,375.00Regulatory AUM · August 2026
- VANDALIA WEALTH MANAGEMENT INCORPORATEDCRD 340089 · CHARLESTON, WV$249,574,253.00Regulatory AUM · August 2026
- VANDERBILT AVENUE ASSET MANAGEMENT LLCCRD 145370 · NEW YORK, NY$241,914,564.00Regulatory AUM · August 2026
- VANDERPOL INVESTMENTS L.L.C.CRD 168174 · CALEDONIA, MI$118,125,821.00Regulatory AUM · August 2026
- VANGUARD ADVISERS, INC.CRD 106715 · MALVERN, PA$344,619,578,214.00Regulatory AUM · August 2026
- VANGUARD ALTERNATIVE ASSETS ADVISER, LLCCRD 341357 · MALVERN, PANot availableRegulatory AUM · August 2026
- VANGUARD CAPITAL MANAGEMENT, LLCCRD 338002 · MALVERN, PA$8,436,181,597,982.00Regulatory AUM · August 2026
- VANGUARD CAPITAL WEALTH ADVISORS, LLCCRD 285052 · DENVER, CO$190,406,969.00Regulatory AUM · August 2026
- VANGUARD GLOBAL ADVISERS, LLCCRD 164593 · MALVERN, PA$249,658,749,492.00Regulatory AUM · August 2026
- VANGUARD PERSONALIZED INDEXING MANAGEMENTCRD 285366 · OAKLAND, CA$11,354,697,118.00Regulatory AUM · August 2026
- VANGUARD PORTFOLIO MANAGEMENT, LLCCRD 338003 · MALVERN, PA$2,656,483,509,980.00Regulatory AUM · August 2026
- VANHEEL MANAGEMENT LIMITEDCRD 282064$184,719,038.00Regulatory AUM · August 2026
- VANN EQUITY MANAGEMENT LLCCRD 174239 · PLANO, TX$231,204,911.00Regulatory AUM · August 2026
- VANNOY ADVISORY GROUP, INC.CRD 145806 · AUSTIN, TX$172,437,655.00Regulatory AUM · August 2026
- VANQUOUR LLCCRD 317552 · NEW YORK, NY$67,000,000.00Regulatory AUM · August 2026
- VANSHAP CAPITAL, LLCCRD 162206 · ARLINGTON, VA$76,700,000.00Regulatory AUM · July 2026
- VANTAGE CONSULTING GROUP INCCRD 105240 · VIRGINIA BEACH, VA$241,728,428.00Regulatory AUM · August 2026
- VANTAGE FINANCIAL GROUP, INC.CRD 105950 · CLEVELAND, OH$866,856,459.00Regulatory AUM · August 2026
- VANTAGE INFRASTRUCTURE (USA) INC.CRD 157458 · NEW YORK, NY$1,467,098,388.00Regulatory AUM · August 2026
- VANTAGE POINT FINANCIAL LLCCRD 305016 · LISLE, IL$484,569,719.00Regulatory AUM · August 2026
- VANTAGE WEALTH MANAGEMENT, LLCCRD 152374 · SAN MATEO, CA$1,123,017,456.00Regulatory AUM · August 2026
- VANTAGEPOINT INVESTMENT ADVISERS, LLCCRD 109138 · WASHINGTON, DC$52,928,154,219.00Regulatory AUM · August 2026
- VANTAR INC.CRD 333196 · NEW YORK, NY$40,000.00Regulatory AUM · August 2026
- VANTERRA CAPITAL LLCCRD 167242 · NEW YORK, NY$470,783,236.00Regulatory AUM · August 2026
- VANTUS WEALTH LLCCRD 337216 · LANCASTER, PA$439,803,679.00Regulatory AUM · August 2026
- VANWEELDEN WEALTH MANAGEMENT, LLCCRD 290308 · WEST CHESTER TOWNSHIP, OH$136,480,000.00Regulatory AUM · August 2026
- VAQUERO PRIVATE WEALTH, LTD.CRD 305266 · DALLAS, TX$928,946,791.00Regulatory AUM · August 2026
- VARADERO CAPITAL, L.P.CRD 159183 · NEW YORK, NY$2,292,180,712.00Regulatory AUM · August 2026
- VARAGON CAPITAL PARTNERS, L.P.CRD 281851 · NEW YORK, NY$13,994,169,582.00Regulatory AUM · August 2026
- VARCOV CO.CRD 335143 · DARIEN, CT$549,644,120.00Regulatory AUM · August 2026
- VARDE MANAGEMENT, L.P.CRD 148949 · NEW YORK, NY$16,128,137,848.00Regulatory AUM · August 2026
- VARIADIC LLCCRD 332389 · NEW YORK, NY$191,407,963.00Regulatory AUM · August 2026
- VARIANT EQUITY ADVISORS, LLCCRD 297046 · LOS ANGELES, CA$338,364,467.00Regulatory AUM · August 2026
- VARIANT INVESTMENTS, LLCCRD 289261 · PORTLAND, OR$2,638,459,650.00Regulatory AUM · August 2026
- VARIANT PERCEPTION, LLCCRD 334510 · CHARLOTTE, NC$31,890,778.00Regulatory AUM · August 2026
- VARIANT PRIVATE WEALTH LLCCRD 288011 · TYSONS, VA$267,478,020.00Regulatory AUM · August 2026
- VARRA WEALTH MANAGEMENT LLCCRD 324044 · LOUISVILLE, CO$305,597,234.00Regulatory AUM · August 2026
- VARSITY MANAGEMENT COMPANY, LPCRD 285151 · LOS ANGELES, CA$1,859,867,206.00Regulatory AUM · August 2026
- VAUBAN WEALTH MANAGEMENTCRD 305222 · GUAYNABO, PR$181,187,478.00Regulatory AUM · August 2026
- VAUGHAN AND COMPANY SECURITIES, INC.CRD 18826 · RIDGEWOOD, NJ$218,871,800.00Regulatory AUM · August 2026
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.CRD 106975 · HOUSTON, TX$12,241,335,106.00Regulatory AUM · August 2026
- VAULT FIDUCIARY LLCCRD 339088$92,496,571.00Regulatory AUM · August 2026
- VAVRA CAPITAL MANAGEMENT, LLCCRD 149307$104,770,049.00Regulatory AUM · August 2026
- VAWTER FINANCIAL LTDCRD 108830 · COLUMBUS, OH$394,368,793.00Regulatory AUM · August 2026
- VAZIRANI ASSET MANAGEMENT LLCCRD 289186 · NEW YORK, NY$65,000,000.00Regulatory AUM · August 2026
- VB&T WEALTH MANAGEMENT LLCCRD 318330 · SCOTTSDALE, AZ$328,331,005.00Regulatory AUM · August 2026
- VCC ADVISORS, LLCCRD 301023 · NEW YORK, NY$956,797,840.00Regulatory AUM · August 2026
- VCI WEALTH MANAGEMENT LLCCRD 324833 · SAINT LOUIS, MO$435,258,041.00Regulatory AUM · August 2026
- VCP FINANCIAL LLCCRD 167901 · STATEN ISLAND, NY$142,555,551.00Regulatory AUM · August 2026
- VECTIS CAPITAL LLCCRD 342378Not availableRegulatory AUM · August 2026
- VECTOR CAPITAL MANAGEMENT, L.P.CRD 171172 · SAN FRANCISCO, CA$3,751,000,000.00Regulatory AUM · August 2026
- VECTOR TECHNOLOGIES, LLCCRD 323237 · MIAMI BEACH, FLNot availableRegulatory AUM · August 2026
- VECTOR3 WEALTH MANAGEMENTCRD 343072 · SAN DIEGO, CANot availableRegulatory AUM · August 2026
- VECTORS RESEARCH MANAGEMENT LLCCRD 137772 · NEW YORK, NY$1,009,001,603.00Regulatory AUM · August 2026
- VEDANTA MANAGEMENT, L.P.CRD 160685 · NEW YORK, NY$345,629,113.00Regulatory AUM · August 2026
- VEERY CAPITAL, LLCCRD 298465 · WEST CHESTER, PA$971,383,003.00Regulatory AUM · August 2026
- VEGA CAPITAL GROUP LLCCRD 129494$154,861,510.00Regulatory AUM · August 2026
- VEGA CAPITAL PARTNERS LLCCRD 338416$100,000.00Regulatory AUM · August 2026
- VELA INVESTMENT MANAGEMENT, LLCCRD 306678 · NEW ALBANY, OH$562,942,488.00Regulatory AUM · August 2026
- VELARA WEALTH MANAGEMENT INC.CRD 342735 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- VELOCIS MANAGEMENT, LLCCRD 313345 · DALLAS, TX$346,356,343.00Regulatory AUM · August 2026
- VELOCITY CAPITAL ADVISORS LLCCRD 322722 · NEW YORK, NY$2,115,440,110.00Regulatory AUM · August 2026
- VELOCITY CAPITAL MANAGEMENT LLCCRD 321641 · NEW YORK, NY$598,219,393.00Regulatory AUM · August 2026
- VELTRIA ADVISORS CORP.CRD 189514 · MIAMI, FL$113,156,643.00Regulatory AUM · August 2026
- VENATOR MANAGEMENT LLCCRD 310406 · PITTSBURGH, PA$511,709,674.00Regulatory AUM · August 2026
- VENDERA MANAGEMENT HOLDINGS, LLCCRD 175116 · DALLAS, TX$602,773,691.00Regulatory AUM · August 2026
- VENERABLE INVESTMENT ADVISERS, LLCCRD 330755 · WEST CHESTER, PA$16,274,339,420.00Regulatory AUM · August 2026
- VENEROSO WEALTH MANAGEMENT INC.CRD 342014 · WOODBURY, NYNot availableRegulatory AUM · August 2026
- VENNLIGHT CAPITAL MANAGEMENT, LPCRD 329148$215,704,000.00Regulatory AUM · August 2026
- VENOR CAPITAL MANAGEMENT LPCRD 158327 · NEW YORK, NY$254,035,308.00Regulatory AUM · August 2026
- VENREX INVESTMENT MANAGEMENT LLPCRD 324009$541,028,932.00Regulatory AUM · August 2026
- VENROCK ADVISER, LLCCRD 169288 · NEW YORK, NY$4,495,392,514.00Regulatory AUM · August 2026
- VENTANA PRIVATE WEALTH LLCCRD 311878 · DENVER, CO$158,641,000.00Regulatory AUM · August 2026
- VENTIRA PRIVATE WEALTH MANAGEMENT LTD.CRD 164792$681,966,000.00Regulatory AUM · August 2026
- VENTUM ADVISORS CORP.CRD 299365$355,082.00Regulatory AUM · August 2026
- VENTURE CAPITAL FUND OF AMERICA III, INC.CRD 160941 · NEW YORK, NY$409,646,361.00Regulatory AUM · August 2026
- VENTURE FORTH FINANCIAL, LLCCRD 283315$105,011,667.00Regulatory AUM · August 2026
- VENTURE INVESTMENT MANAGEMENT CO., L.L.C.CRD 160002 · PEAPACK, NJ$636,775,501.00Regulatory AUM · August 2026
- VENTURE VISIONARY PARTNERS LLCCRD 304237 · SYLVANIA, OH$5,242,198,595.00Regulatory AUM · August 2026
- VENTURI WEALTH MANAGEMENT, LLCCRD 169576 · AUSTIN, TX$3,581,250,224.00Regulatory AUM · August 2026
- VERA LAKE CAPITAL, LLCCRD 341142 · EDINA, MN$180,355,372.00Regulatory AUM · August 2026
- VERACITY CAPITAL LLCCRD 304272 · ATLANTA, GA$799,765,259.00Regulatory AUM · August 2026
- VERATIS ADVISORS, INC.CRD 117892 · CARY, NC$5,994,203,169.00Regulatory AUM · August 2026
- VERAZ ADVISORS, LLCCRD 304619 · SAN RAMON, CA$109,563,851.00Regulatory AUM · August 2026