All investment adviser firms · Page 162
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- VERBENA VALUE LPCRD 337379 · WESTPORT, CT$1,000,000,000.00Regulatory AUM · August 2026
- VERCAP MANAGEMENT LLCCRD 333354 · LOS ANGELES, CA$1,578,358,525.00Regulatory AUM · August 2026
- VERDAD ADVISERS, L.P.CRD 171048 · BOSTON, MA$1,180,312,357.00Regulatory AUM · August 2026
- VERDARA PPP LLCCRD 339710 · TAMPA, FLNot availableRegulatory AUM · August 2026
- VERDE CAPITAL MANAGEMENT, INC.CRD 147179 · CLARKSTON, MI$843,386,404.00Regulatory AUM · August 2026
- VERDE SERVICOS INTERNACIONAIS S.A.CRD 171608$1,240,539,374.00Regulatory AUM · August 2026
- VERDENCE CAPITAL ADVISORS, LLCCRD 288512 · HUNT VALLEY, MD$4,627,407,651.00Regulatory AUM · August 2026
- VERDIS INVESTMENT MANAGEMENT, LLCCRD 134445 · WEST CONSHOHOCKEN, PA$496,969,429.00Regulatory AUM · August 2026
- VERECAN ASSET MANAGEMENT INC.CRD 337563$2,658,058.00Regulatory AUM · August 2026
- VERECAN CAPITAL MANAGEMENT INC.CRD 336801$692,702,177.00Regulatory AUM · August 2026
- VERGENT ASSET MANAGEMENT LLPCRD 290165$1,245,509,702.00Regulatory AUM · August 2026
- VERGEPOINTE WEALTH MANAGEMENT, LLCCRD 151425 · LAKE OSWEGO, OR$283,324,092.00Regulatory AUM · August 2026
- VERGER CAPITAL MANAGEMENT LLCCRD 170125 · WINSTON-SALEM, NC$3,283,723,489.00Regulatory AUM · August 2026
- VERICIMETRY ADVISORS LLCCRD 157394$164,097,801.00Regulatory AUM · August 2026
- VERICREST PRIVATE WEALTH, LLCCRD 311111 · NEWTOWN, PA$137,811,340.00Regulatory AUM · August 2026
- VERIDAN WEALTH LLCCRD 329666 · WEST LINN, OR$667,215,443.00Regulatory AUM · August 2026
- VERIS WEALTH PARTNERS, LLCCRD 143588 · OAKLAND, CA$2,856,890,935.00Regulatory AUM · August 2026
- VERISAIL PARTNERS, LLCCRD 153751 · CHAMBLEE, GA$283,605,000.00Regulatory AUM · August 2026
- VERITA STRATEGIC WEALTH PARTNERS, LLCCRD 335215 · SAN FRANCISCO, CA$1,012,849,398.00Regulatory AUM · August 2026
- VERITAS ASSET MANAGEMENT LLPCRD 174314$19,132,764,880.00Regulatory AUM · August 2026
- VERITAS CAPITAL FUND MANAGEMENT, L.L.C.CRD 157123 · NEW YORK, NY$53,810,050,352.00Regulatory AUM · August 2026
- VERITAS WEALTH MANAGEMENT LLCCRD 341084 · NORTH KINGSTOWN, RINot availableRegulatory AUM · August 2026
- VERITAS WEALTH MANAGEMENT, LLCCRD 160600 · SALT LAKE CITY, UT$135,839,004.00Regulatory AUM · August 2026
- VERITAS WEALTH PARTNERS, LLCCRD 312247$150,652,500.00Regulatory AUM · August 2026
- VERITION FUND MANAGEMENT LLCCRD 156610 · GREENWICH, CT$139,387,444,393.00Regulatory AUM · August 2026
- VERITY AND VERITY, LLCCRD 119630 · BEAUFORT, SC$1,399,603,461.00Regulatory AUM · August 2026
- VERITY ASSET MANAGEMENT, INC.CRD 158667 · DURHAM, NC$1,154,371,169.00Regulatory AUM · August 2026
- VERITY WEALTH ADVISORS, LLCCRD 126742 · SAUSALITO, CA$278,532,127.00Regulatory AUM · August 2026
- VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLCCRD 168215 · PHOENIXVILLE, PA$278,557,328.00Regulatory AUM · August 2026
- VERMILLION FINANCIAL ADVISORS, INC.CRD 119239 · SOUTH BARRINGTON, IL$386,742,517.00Regulatory AUM · August 2026
- VERMILLION WEALTH MANAGEMENT INC.CRD 281978 · ROSEMOUNT, MN$459,879,287.00Regulatory AUM · August 2026
- VERNAL POINT ADVISORS, LLCCRD 166587 · SAN FRANCISCO, CA$3,938,000,000.00Regulatory AUM · August 2026
- VERSA CAPITAL MANAGEMENT, L.P.CRD 321934 · PHILADELPHIA, PA$180,072,966.00Regulatory AUM · August 2026
- VERSANT CAPITAL MANAGEMENT, INC.CRD 131692 · PHOENIX, AZ$1,810,752,988.00Regulatory AUM · August 2026
- VERSATILE CAPITAL MANAGEMENT L.L.C.CRD 173611 · CHICAGO, IL$130,067,939.00Regulatory AUM · August 2026
- VERSO PARTNERS LPCRD 318319 · SAN FRANCISCO, CA$521,595,383.00Regulatory AUM · August 2026
- VERSOR INVESTMENTS LPCRD 171663 · NEW YORK, NY$1,336,151,465.00Regulatory AUM · August 2026
- VERT ASSET MANAGEMENT LLCCRD 288445 · SAUSALITO, CA$464,384,824.00Regulatory AUM · August 2026
- VERTEX PLANNING PARTNERS, LLCCRD 316839 · DOWNERS GROVE, IL$1,011,939,498.00Regulatory AUM · August 2026
- VERTIS WEALTH, LLCCRD 307270 · CHICAGO, IL$140,670,604.00Regulatory AUM · August 2026
- VERTRIX WEALTH MANAGEMENT, LLCCRD 339547 · TROY, MI$343,192,521.00Regulatory AUM · August 2026
- VERUM PARTNERS LLCCRD 301058 · CHARLOTTE, NC$1,014,129,210.00Regulatory AUM · August 2026
- VERUS CAPITAL PARTNERS, LLCCRD 151568 · SCOTTSDALE, AZ$2,290,832,340.00Regulatory AUM · August 2026
- VERUS CAPITAL VENTURES, INC.CRD 315153 · SUGAR LAND, TX$158,666,730.00Regulatory AUM · August 2026
- VERUS FINANCIAL PARTNERS, INC.CRD 106744 · RICHMOND, VA$1,181,875,242.00Regulatory AUM · August 2026
- VERUS WEALTH MANAGEMENT, LLCCRD 323130 · DE PERE, WI$143,077,574.00Regulatory AUM · August 2026
- VESEY STREET CAPITAL PARTNERS, L.L.C.CRD 285544 · NEW YORK, NY$942,027,598.00Regulatory AUM · August 2026
- VEST FINANCIAL LLCCRD 165976 · MCLEAN, VA$51,808,987,927.00Regulatory AUM · August 2026
- VESTA WEALTH MANAGEMENT, LLCCRD 167498 · MIAMI BEACH, FL$333,332,194.00Regulatory AUM · August 2026
- VESTAL POINT CAPITAL, LPCRD 325894 · NEW YORK, NY$5,469,117,378.00Regulatory AUM · August 2026
- VESTAR CAPITAL PARTNERS, LLCCRD 155953 · NEW YORK, NY$2,566,346,025.00Regulatory AUM · August 2026
- VESTED FINANCE INC.CRD 299272 · DURHAM, NCNot availableRegulatory AUM · August 2026
- VESTED FINANCIAL PLANNING, LLCCRD 296970$157,174,739.00Regulatory AUM · August 2026
- VESTGEN ADVISORS, LLCCRD 318657 · CHICAGO, IL$6,665,601,942.00Regulatory AUM · August 2026
- VESTGEN INVESTMENT MANAGEMENT, LLCCRD 118851 · EGG HARBOR TWP., NJ$786,622,147.00Regulatory AUM · August 2026
- VESTIA ADVISORS, LLCCRD 290565 · FORT WAYNE, IN$1,061,324,126.00Regulatory AUM · August 2026
- VESTIE, INC.CRD 338938 · DALLAS, TX$125.00Regulatory AUM · August 2026
- VESTMARK ADVISORY SOLUTIONS, INC.CRD 221518 · WAKEFIELD, MA$49,854,767,353.00Regulatory AUM · August 2026
- VESTMENT FINANCIAL LLCCRD 168771 · CHANHASSEN, MN$304,258,801.00Regulatory AUM · August 2026
- VESTOR CAPITAL, LLCCRD 165855 · CHICAGO, IL$2,275,902,104.00Regulatory AUM · August 2026
- VESTPOINTE WEALTH MANAGEMENT, LLCCRD 132591 · SCOTTSDALE, AZ$165,758,121.00Regulatory AUM · August 2026
- VESTURA, LLCCRD 142926 · HOBART, WI$336,749,300.00Regulatory AUM · August 2026
- VESTWEALTH, INC.CRD 316132$400.00Regulatory AUM · August 2026
- VESTWELL ADVISORS LLCCRD 284173 · NEW YORK, NY$1,026,092,890.00Regulatory AUM · August 2026
- VETA INVESTMENT PARTNERS, LLCCRD 309023 · LAWRENCE, KS$2,788,813,494.00Regulatory AUM · August 2026
- VETERI PLACE CORPORATIONCRD 160664 · PARSIPPANY, NJ$150,692,458.00Regulatory AUM · August 2026
- VF ADVISORS, LLCCRD 334305 · LOUISVILLE, KY$150,000,000.00Regulatory AUM · August 2026
- VFPE ADVISORS LLCCRD 299829 · AUDUBON, PA$195,631,825.00Regulatory AUM · August 2026
- VIA IV INVESTMENTS, LLCCRD 121992 · BURR RIDGE, IL$221,830,752.00Regulatory AUM · August 2026
- VIABLE PLANNING, LLCCRD 322140$214,176,901.00Regulatory AUM · August 2026
- VIAQUEST ADVISORS LLCCRD 333842 · HOUSTON, TX$174,447,485.00Regulatory AUM · August 2026
- VIAWEALTH, LLCCRD 309043 · LEAWOOD, KS$260,738,897.00Regulatory AUM · August 2026
- VIBRANT CAPITAL PARTNERS, INC.CRD 148352 · NEW YORK, NY$4,280,518,473.00Regulatory AUM · August 2026
- VIBURNUM FUNDS PTY LTDCRD 174628$276,371,801.00Regulatory AUM · August 2026
- VICKERMAN INVESTMENT ADVISORS, INC.CRD 313240 · SPOKANE, WA$632,257,716.00Regulatory AUM · August 2026
- VICTOR CAPITAL PARTNERS MANAGEMENT COMPANY, LPCRD 313929 · NEW YORK, NY$490,985,542.00Regulatory AUM · August 2026
- VICTORIA CAPITAL MANAGEMENT, INC.CRD 107665 · CHARLESTON, SC$305,524,532.00Regulatory AUM · August 2026
- VICTORY ASSET MANAGEMENT CO., INC.CRD 107203 · MULLICA HILL, NJ$102,465,525.00Regulatory AUM · August 2026
- VICTORY CAPITAL MANAGEMENT INC.CRD 106189 · SAN ANTONIO, TX$282,713,179,656.00Regulatory AUM · August 2026
- VICTORY FINANCIAL GROUP LLCCRD 324943 · AUSTIN, TX$1,337,530,512.00Regulatory AUM · August 2026
- VICTORY PARK CAPITAL ADVISORS, LLCCRD 161079 · CHICAGO, IL$3,647,763,476.00Regulatory AUM · August 2026
- VICTRIX INVESTMENT ADVISORS LLCCRD 167517 · STUART, FL$343,341,162.00Regulatory AUM · August 2026
- VICTUS CAPTIAL WEALTH, LLCCRD 154899 · SANTA MONICA, CA$280,066,182.00Regulatory AUM · August 2026
- VICUS CAPITAL, INC.CRD 116021 · STATE COLLEGE, PA$2,994,398,372.00Regulatory AUM · August 2026
- VIDA WEALTH PARTNERS, INC.CRD 140824 · SANTA BARBARA, CA$129,627,841.00Regulatory AUM · August 2026
- VIDEN ARBOR CAPITAL L.L.C.CRD 169533$204,062,635.00Regulatory AUM · August 2026
- VIDENT ADVISORY, LLCCRD 286622 · ALPHARETTA, GA$22,023,570,595.00Regulatory AUM · August 2026
- VIENNA ASSET MANAGEMENT LLCCRD 299725 · SARATOGA, CA$256,525,661.00Regulatory AUM · August 2026
- VIEW CAPITAL RIA, LPCRD 130678 · DALLAS, TX$1,815,837,887.00Regulatory AUM · August 2026
- VIEWPOINT CAPITAL MANAGEMENT, LLCCRD 158899 · SEATTLE, WA$267,799,000.00Regulatory AUM · August 2026
- VIGIL WEALTH MANAGEMENT, LLCCRD 299619 · PONTE VEDRA BEACH, FL$186,035,899.00Regulatory AUM · August 2026
- VIGILARE WEALTH MANAGEMENT LLCCRD 157663 · SCOTTSDALE, AZ$330,938,853.00Regulatory AUM · August 2026
- VIKING FUND MANAGEMENT LLCCRD 107927 · MINOT, ND$1,149,541,566.00Regulatory AUM · August 2026
- VIKING GLOBAL INVESTORS LPCRD 132272 · STAMFORD, CT$78,202,235,935.00Regulatory AUM · August 2026
- Not availableRegulatory AUM · August 2026
- VIKING PARTNERS ADVISORS, LLCCRD 321989 · CINCINNATI, OH$374,975,017.00Regulatory AUM · August 2026
- VILA, LLCCRD 307186 · SAN FRANCISCO, CA$286,543,765.00Regulatory AUM · August 2026
- VILGA FINANCIAL PLANNING LLCCRD 311166$169,313,370.00Regulatory AUM · August 2026
- VILLAGE GLOBAL MANAGEMENT, L.L.C.CRD 289258 · COVINA, CA$978,652,936.00Regulatory AUM · August 2026
- VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLCCRD 287809 · WAYNE, PA$143,872,405.00Regulatory AUM · August 2026