All investment adviser firms · Page 175
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,432 firms · Source months shown: October 2026
- ZENITH SOLUTIONS, INC.CRD 304732 · PHILADELPHIA, PA$150,966,524.00Regulatory AUM · October 2026
- ZENTIFIC INVESTMENT MANAGEMENT LIMITEDCRD 174321$1,290,493,615.00Regulatory AUM · October 2026
- ZENYTH ADVISORS LLCCRD 289192 · NEW YORK, NY$1,544,032,757.00Regulatory AUM · October 2026
- ZEPHYR INVESTMENT MANAGEMENT, INC.CRD 166303 · WESTLAKE VILLAGE, CA$242,839,591.00Regulatory AUM · October 2026
- ZEPHYR MANAGEMENT, L.P.CRD 129683 · NEW YORK, NY$256,304,361.00Regulatory AUM · October 2026
- ZERMATT WEALTH PARTNERS LLCCRD 105736 · SAN DIEGO, CA$158,362,396.00Regulatory AUM · October 2026
- ZERMATT WEALTH, LLCCRD 307404 · SAN DIEGO, CA$206,868,931.00Regulatory AUM · October 2026
- ZERO DAY CAPITAL ENTERPRISES LLCCRD 331228$30,731,077.00Regulatory AUM · October 2026
- ZERO LABS INC.CRD 343612 · SAN FRANCISCO, CA$100,000.00Regulatory AUM · October 2026
- ZEST CAPITAL LLCCRD 316889 · MIAMI, FL$90,613,564.00Regulatory AUM · October 2026
- ZEVENBERGEN CAPITAL INVESTMENTS LLCCRD 128990 · EDMONDS, WA$4,565,697,000.00Regulatory AUM · October 2026
- ZEVIN ASSET MANAGEMENT, LLCCRD 165269 · BOSTON, MA$1,020,376,296.00Regulatory AUM · October 2026
- ZHANG FINANCIAL LLCCRD 159257 · PORTAGE, MI$8,370,163,197.00Regulatory AUM · October 2026
- ZIDEL FINANCIAL, INC.CRD 135047 · BRECKENRIDGE, CO$159,649,118.00Regulatory AUM · October 2026
- ZIMMER PARTNERS, LPCRD 165684 · NEW YORK, NY$5,238,017,042.00Regulatory AUM · October 2026
- ZIMMERMAN WEALTH MANAGEMENT, LLCCRD 127526 · EVANSTON, IL$472,435,223.00Regulatory AUM · October 2026
- ZIMMERMANN ALAN LCRD 106286$209,246,390.00Regulatory AUM · October 2026
- ZINNIA WEALTH ADVISORY, LLCCRD 295122 · OCALA, FL$168,819,527.00Regulatory AUM · October 2026
- ZIONS CAPITAL ADVISORS, INC.CRD 131308 · SALT LAKE CITY, UT$830,754,722.00Regulatory AUM · October 2026
- ZMC ADVISORS, L.P.CRD 161274 · NEW YORK, NY$2,575,358,490.00Regulatory AUM · October 2026
- ZOCK ROBERT A & CO INCCRD 110480 · SUTTON, NH$175,076,230.00Regulatory AUM · October 2026
- ZOE FINANCIAL, INC.CRD 285158 · NEW YORK, NY$283,473,191.00Regulatory AUM · October 2026
- ZOOP ALPHA LLCCRD 343280 · MESA, AZNot availableRegulatory AUM · October 2026
- ZUCKERMAN CAPITAL MANAGEMENT, LLCCRD 148549 · LOS ANGELES, CA$123,492,879.00Regulatory AUM · October 2026
- ZUCKERMAN INVESTMENT GROUP, LLCCRD 137785 · CHICAGO, IL$2,167,050,844.00Regulatory AUM · October 2026
- ZULAUF ASSET MANAGEMENT AGCRD 110597Not availableRegulatory AUM · October 2026
- ZULLO INVESTMENT GROUP, INC.CRD 311698 · SCRANTON, PA$422,967,973.00Regulatory AUM · October 2026
- ZUNA, LLCCRD 306113 · PORTLAND, OR$411,282,994.00Regulatory AUM · October 2026
- ZURAW FINANCIAL ADVISORS, LLCCRD 173129 · GREENSBORO, NC$519,944,390.00Regulatory AUM · October 2026
- ZWEIG-DIMENNA ASSOCIATES LLCCRD 161385 · NEW YORK, NY$1,633,517,000.00Regulatory AUM · October 2026
- ZWJ INVESTMENT COUNSEL INCCRD 110397 · ATLANTA, GA$4,226,900,298.00Regulatory AUM · October 2026
- ZYNERGY RETIREMENT PLANNINGCRD 143861 · RED BANK, NJ$173,000,000.00Regulatory AUM · October 2026