All investment adviser firms · Page 163
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: July 2026 and August 2026
- VIMA, LLCCRD 148833 · TROY, MI$229,498,747.00Regulatory AUM · August 2026
- VINCENT WEALTH ADVISORS LLCCRD 332759 · NORWELL, MA$152,876,009.00Regulatory AUM · August 2026
- VINCI PARTNERS USA LLCCRD 162399 · NEW YORK, NY$327,036,866.00Regulatory AUM · August 2026
- VINCIMUS CAPITAL, LLCCRD 321865 · MALIBU, CA$183,679,557.00Regulatory AUM · August 2026
- VINE CAPITAL MANAGEMENT, LLCCRD 269894$188,394,379.00Regulatory AUM · August 2026
- VINE INVESTMENT ADVISORS, LPCRD 157341 · PALM BEACH GARDENS, FL$583,451,294.00Regulatory AUM · August 2026
- VINES CAPITAL MANAGEMENT, LLCCRD 298727 · MONROE, LA$192,183,223.00Regulatory AUM · August 2026
- VINTAGE VENTURES ADVISORS LTD.CRD 172435$5,533,694,242.00Regulatory AUM · August 2026
- VINVA INVESTMENT MANAGEMENT LIMITEDCRD 334058$17,641,218,441.00Regulatory AUM · August 2026
- $1,997,003,526.00Regulatory AUM · August 2026
- VIOLICH CAPITAL MANAGEMENTCRD 111410 · MILL VALLEY, CA$1,039,042,028.00Regulatory AUM · August 2026
- VIP PLANNERS, INC.CRD 111946 · ROANOKE, VA$126,165,535.00Regulatory AUM · August 2026
- VIP WEALTH ADVISORS LLCCRD 335528 · DECATUR, GA$126,099,231.00Regulatory AUM · August 2026
- VIRAGE CAPITAL MANAGEMENT LPCRD 167992 · HOUSTON, TX$588,349,174.00Regulatory AUM · August 2026
- VIRGINIA WEALTH MANAGEMENT GROUP, INC.CRD 311248 · VIRGINIA BEACH, VA$393,830,795.00Regulatory AUM · August 2026
- VIRGO DIGITAL ASSET MANAGEMENT INC.CRD 335668$9,440,000.00Regulatory AUM · August 2026
- VIRGO INVESTMENT GROUP LLCCRD 157297 · BURLINGAME, CA$857,406,499.00Regulatory AUM · August 2026
- VIRIDIAN PE MANAGEMENT LLCCRD 337301 · PURCHASE, NY$33,213,811.00Regulatory AUM · August 2026
- VIRTERA PARTNERS LLCCRD 308187 · PEPPER PIKE, OH$451,795,846.00Regulatory AUM · August 2026
- VIRTUE ASSET MANAGEMENT LLCCRD 283438 · BARRINGTON, IL$211,417,028.00Regulatory AUM · August 2026
- VIRTUE CAPITAL MANAGEMENT, LLCCRD 167816 · BRENTWOOD, TN$1,310,521,132.00Regulatory AUM · August 2026
- VIRTUS ADVISERS, LLCCRD 168955 · HARTFORD, CT$1,418,626,723.00Regulatory AUM · August 2026
- VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLCCRD 143732 · HARTFORD, CT$1,052,973,632.00Regulatory AUM · August 2026
- VIRTUS CAPITAL ADVISERS, LLCCRD 107346 · HARTFORD, CT$1,492,592,624.00Regulatory AUM · August 2026
- VIRTUS FAMILY OFFICE, LLCCRD 298272 · EL PASO, TX$726,943,327.00Regulatory AUM · August 2026
- VIRTUS FINANCIAL PARTNERS, LLCCRD 323365$152,530,132.00Regulatory AUM · August 2026
- VIRTUS FIXED INCOME ADVISERS, LLCCRD 146029 · HARTFORD, CT$34,913,755,783.00Regulatory AUM · August 2026
- VIRTUS INVESTMENT ADVISERS, LLCCRD 106982 · HARTFORD, CT$51,744,428,475.00Regulatory AUM · August 2026
- VIRTUS REAL ESTATE LLCCRD 164146 · AUSTIN, TX$1,144,113,020.00Regulatory AUM · August 2026
- VIRTUS WEALTH MANAGEMENT LLCCRD 317832 · OLIVETTE, MO$119,364,407.00Regulatory AUM · August 2026
- VIS ADVISORS, LPCRD 240786 · NEW YORK, NY$148,850,000.00Regulatory AUM · August 2026
- VISDOM INVESTMENT GROUP LLCCRD 327619 · RYE BROOK, NY$53,087,330.00Regulatory AUM · August 2026
- VISE AI ADVISORS, LLCCRD 301761 · NEW YORK CITY, NY$8,526,312,187.00Regulatory AUM · August 2026
- VISION CAPITAL MANAGEMENT CORPORATIONCRD 118363$144,833,761.00Regulatory AUM · August 2026
- VISION CAPITAL MANAGEMENT, INC.CRD 107793 · PORTLAND, OR$1,228,670,085.00Regulatory AUM · August 2026
- VISION CAPITAL PARTNERSCRD 175147 · ANN ARBOR, MI$146,562,527.00Regulatory AUM · August 2026
- VISION FINANCIAL MANAGEMENT, LLCCRD 170003 · CUYAHOGA FALLS, OH$165,662,012.00Regulatory AUM · August 2026
- VISION INVESTMENT ADVISORS, LLCCRD 109621 · STAMFORD, CT$137,390,339.00Regulatory AUM · August 2026
- VISION ONE MANAGEMENT PARTNERS, LPCRD 316551 · MIAMI, FL$184,670,372.00Regulatory AUM · August 2026
- VISION RETIREMENT, LLCCRD 173064 · RIDGEWOOD, NJ$633,740,217.00Regulatory AUM · August 2026
- VISION RIDGE PARTNERS, LLCCRD 174836 · BOULDER, CO$6,109,806,620.00Regulatory AUM · August 2026
- VISION2020 WEALTH MANAGEMENT CORP.CRD 154149 · SCOTTSDALE, AZNot availableRegulatory AUM · August 2026
- VISIONARY HORIZONS, LLCCRD 150483 · KNOXVILLE, TN$396,706,692.00Regulatory AUM · August 2026
- VISIONARY WEALTH ADVISORS, LLCCRD 169610 · ST. LOUIS, MO$3,536,310,209.00Regulatory AUM · August 2026
- VISIONX WEALTH PARTNERSCRD 333559 · FORT DODGE, IA$110,238,956.00Regulatory AUM · August 2026
- VISTA ADVISOR GROUP, LLCCRD 307268 · WALNUT CREEK, CA$314,639,936.00Regulatory AUM · August 2026
- VISTA CAPITAL PARTNERS, INC.CRD 114913 · PORTLAND, OR$3,220,683,655.00Regulatory AUM · August 2026
- VISTA CIMA WEALTH MANAGEMENT LLCCRD 304672$142,544,246.00Regulatory AUM · August 2026
- VISTA CREDIT BDC MANAGEMENT, L.P.CRD 326611 · NEW YORK, NY$1,773,966,992.00Regulatory AUM · August 2026
- VISTA CREDIT PARTNERS, L.P.CRD 329152 · NEW YORK, NY$8,422,753,708.00Regulatory AUM · August 2026
- VISTA EQUITY PARTNERS MANAGEMENT, LLCCRD 156973 · SAN FRANCISCO, CA$106,022,254,910.00Regulatory AUM · August 2026
- VISTA FINANCE, LLCCRD 312082 · CLAYTON, MO$319,967,161.00Regulatory AUM · August 2026
- VISTA INVESTMENT MANAGEMENT, LLCCRD 116068 · PITTSBURGH, PA$323,938,503.00Regulatory AUM · August 2026
- VISTA INVESTMENT PARTNERS II, LLCCRD 327983 · RICHMOND, IN$383,145,824.00Regulatory AUM · August 2026
- VISTA INVESTMENT PARTNERS LLCCRD 286014 · OKLAHOMA CITY, OK$610,582,257.00Regulatory AUM · August 2026
- VISTA POINT ASSET MANAGEMENT LLCCRD 341810 · IRVINE, CANot availableRegulatory AUM · August 2026
- VISTAMARK INVESTMENTS LLCCRD 335309 · HINSDALE, IL$322,418,864.00Regulatory AUM · August 2026
- VISTASHARES ADVISORS LLCCRD 331812$984,000,000.00Regulatory AUM · August 2026
- VISTICA WEALTH ADVISORS, LLCCRD 147297 · CARLSBAD, CA$260,142,729.00Regulatory AUM · August 2026
- VITA PLANNING GROUP LLCCRD 312323 · CAMAS, WA$83,688,418.00Regulatory AUM · August 2026
- VITAL INVESTMENT MANAGEMENT LLCCRD 300811 · LOVELAND, CO$283,940,978.00Regulatory AUM · August 2026
- VITAL WEALTH MANAGEMENT, LLCCRD 156455 · ROSEMONT, IL$300,835,442.00Regulatory AUM · August 2026
- VITRAL ADVISORS LLCCRD 294631$154,819,622.00Regulatory AUM · August 2026
- VITTORIA AND PARTNERS LLPCRD 325562$4,946,389,162.00Regulatory AUM · August 2026
- VIVALDI CAPITAL MANAGEMENT LPCRD 160150 · CHICAGO, IL$5,641,138,588.00Regulatory AUM · July 2026
- VIVID WEALTH MANAGEMENT, LLCCRD 322974 · WEST DES MOINES, IA$290,878,048.00Regulatory AUM · August 2026
- VIVO CAPITAL LLCCRD 159868 · PALO ALTO, CA$6,095,582,206.00Regulatory AUM · August 2026
- VIZCAYA CAPITAL PARTNERS LLCCRD 324032 · MIAMI, FL$172,466,704.00Regulatory AUM · August 2026
- VIZCAYA CAPITAL, LLCCRD 170518 · MIAMI, FL$631,426,242.00Regulatory AUM · August 2026
- VLB CAPITAL LLCCRD 324885 · WESTON, FLNot availableRegulatory AUM · August 2026
- VMG PARTNERS II, LLCCRD 157720 · SAN FRANCISCO, CA$3,171,264,048.00Regulatory AUM · August 2026
- VN CAPITAL MANAGEMENT, LLCCRD 166761 · GREENSBORO, NC$63,047,483.00Regulatory AUM · August 2026
- VOLATILITY SHARES LLCCRD 321955 · PALM BEACH GARDENS, FL$2,044,322,328.00Regulatory AUM · August 2026
- VOLEON CAPITAL MANAGEMENT LPCRD 147443 · BERKELEY, CA$29,377,232,147.00Regulatory AUM · August 2026
- VOLK FINANCIAL LLCCRD 311679 · FALMOUTH, ME$116,549,001.00Regulatory AUM · August 2026
- VOLOFIN CAPITAL MANAGEMENT (US) LLCCRD 309922 · DANIEL ISLAND, SC$1,006,060,520.00Regulatory AUM · August 2026
- VOLORIDGE INVESTMENT MANAGEMENT, LLCCRD 152869 · JUPITER, FL$36,167,195,305.00Regulatory AUM · August 2026
- VOLT EQUITY LLCCRD 310402 · SAN FRANCISCO, CA$10,300,000.00Regulatory AUM · August 2026
- VOLT INVESTMENT HOLDINGS LLCCRD 306923 · BROOKLYN, NY$383,505,000.00Regulatory AUM · August 2026
- VOLTERRA TECHNOLOGIES LPCRD 306817 · NEW YORK, NY$376,922,000.00Regulatory AUM · August 2026
- VOLUMETRIC ADVISERS INCCRD 107351$37,557,770.00Regulatory AUM · August 2026
- VON BORSTEL & ASSOCIATES, INC.CRD 309746 · THE DALLES, OR$680,192,461.00Regulatory AUM · August 2026
- VONTOBEL ASSET MANAGEMENT, INC.CRD 105007 · NEW YORK, NY$20,291,119,200.00Regulatory AUM · August 2026
- VONTOBEL SWISS FINANCIAL ADVISERS AGCRD 130668$11,944,933,134.00Regulatory AUM · August 2026
- VORA WEALTH MANAGEMENT, PLLCCRD 153559 · FLAGSTAFF, AZ$74,797,158.00Regulatory AUM · August 2026
- VORPAHL WING ADVISORS, INC.CRD 47548 · SPOKANE, WA$124,400,000.00Regulatory AUM · August 2026
- VORTUS INVESTMENT ADVISORS, LLCCRD 166178 · FORT WORTH, TX$411,667,415.00Regulatory AUM · August 2026
- VOSS CAPITAL, LPCRD 158929 · HOUSTON, TX$1,941,491,455.00Regulatory AUM · August 2026
- VOSS WEALTH MANAGEMENT LLCCRD 338916 · ENDICOTT, NY$93,900,636.00Regulatory AUM · August 2026
- VOXEL CAPITAL PARTNERS LPCRD 342699 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- VOYA ALTERNATIVE ASSET MANAGEMENT LLCCRD 107235 · NEW YORK, NY$34,006,171,800.00Regulatory AUM · August 2026
- VOYA FINANCIAL ADVISORS, INC.CRD 2882 · WINDSOR, CT$3,870,673,693.00Regulatory AUM · August 2026
- VOYA INVESTMENT MANAGEMENT (UK) LIMITEDCRD 319170$522,100,000.00Regulatory AUM · August 2026
- VOYA INVESTMENT MANAGEMENT CO. LLCCRD 106494 · NEW YORK, NY$274,948,611,031.00Regulatory AUM · August 2026
- VOYA INVESTMENT MANAGEMENT LLCCRD 108934 · ATLANTA, GA$38,765,097,592.00Regulatory AUM · August 2026
- VOYA INVESTMENTS, LLCCRD 111091 · SCOTTSDALE, AZ$59,483,464,103.00Regulatory AUM · August 2026
- VOYA RETIREMENT ADVISORS, LLCCRD 3989 · WINDSOR, CT$37,473,256,343.00Regulatory AUM · August 2026
- VOYAGE WEALTH MANAGEMENT, LLCCRD 323368$171,508,180.00Regulatory AUM · August 2026
- VOYAGER GLOBAL MANAGEMENT LPCRD 311921 · NEW YORK, NY$4,333,179,083.00Regulatory AUM · August 2026
- VOYAGER MANAGEMENT, LLCCRD 135434 · LOS ANGELES, CA$208,552,957.00Regulatory AUM · August 2026