All investment adviser firms · Page 77
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: July 2026 and August 2026
- ICON INFRASTRUCTURE NORTH AMERICA INC.CRD 306800 · NEW YORK, NY$2,524,951,026.00Regulatory AUM · August 2026
- ICON WEALTH ADVISORS, LLCCRD 319609 · HOUSTON, TX$2,577,331,139.00Regulatory AUM · August 2026
- ICONIQ CAPITAL, LLCCRD 159198 · SAN FRANCISCO, CA$117,526,862,202.00Regulatory AUM · August 2026
- ICONOCLASTIC CAPITAL MANAGEMENT LLCCRD 310132 · ROCHESTER, NY$68,178,878.00Regulatory AUM · August 2026
- ICP GROUP INVESTMENT MANAGER, LLCCRD 219518 · DALLAS, TX$215,916,134.00Regulatory AUM · August 2026
- ICR PARTNERS, LLCCRD 304689 · NASHVILLLE, TN$798,688,991.00Regulatory AUM · August 2026
- ICV PARTNERS, LLCCRD 160651 · MIAMI, FL$694,133,533.00Regulatory AUM · August 2026
- ICW HOLDINGS, LLCCRD 319296$136,214,815.00Regulatory AUM · August 2026
- ICW INVESTMENT ADVISORS, LLCCRD 135081 · SCOTTSDALE, AZ$376,600,000.00Regulatory AUM · August 2026
- IDB LIDO WEALTH, LLCCRD 322488 · NEW YORK, NY$478,386,467.00Regulatory AUM · August 2026
- IDEAL RETIREMENT SOLUTIONS, LLCCRD 333393 · PORT CHARLOTTE, FL$123,519,511.00Regulatory AUM · August 2026
- IDIRECT PRIVATE CREDIT ADVISORS LLCCRD 333824 · NEW YORK, NY$290,944,474.00Regulatory AUM · August 2026
- IDLE HILL ADVISORS LLCCRD 317040 · GREENVILLE, SC$107,479,012.00Regulatory AUM · August 2026
- IDR INVESTMENT MANAGEMENT, LLCCRD 286208 · INDEPENDENCE, OH$10,186,557,933.00Regulatory AUM · August 2026
- IDX ADVISORS, LLCCRD 299658 · SCOTTSDALE, AZ$128,120,589.00Regulatory AUM · August 2026
- IDYLLIC PARTNERS MANAGER, LPCRD 339892 · SLEEPY HOLLOW, NY$85,000,000.00Regulatory AUM · August 2026
- IEQ CAPITAL, LLCCRD 301819 · FOSTER CITY, CA$56,765,635,111.00Regulatory AUM · August 2026
- IF ADVISORS, LLCCRD 309631$491,447,684.00Regulatory AUM · August 2026
- IFC ADVISORS LLCCRD 332157 · LOS ANGELES, CA$2,344,170,698.00Regulatory AUM · August 2026
- IFC AND INSURANCE MARKETING, INC.CRD 283976 · AUBURN, CA$173,456,003.00Regulatory AUM · August 2026
- IFC CORE INVESTMENT MANAGEMENT LLCCRD 302090 · RALEIGH, NC$742,448,008.00Regulatory AUM · August 2026
- IFC INVESTMENT MANAGEMENT, LLCCRD 305377 · RALEIGH, NCNot availableRegulatory AUM · August 2026
- IFC PERSONAL MONEY MANAGERS, INC.CRD 126344 · NEW YORK, NY$450,896,430.00Regulatory AUM · August 2026
- IFG ADVISORS, LLCCRD 172329 · ST. LOUIS, MO$1,030,000,000.00Regulatory AUM · August 2026
- IFG ADVISORY, LLCCRD 168012 · ATLANTA, GA$4,759,187,483.00Regulatory AUM · August 2026
- IFM INVESTORS (US) ADVISOR, LLCCRD 146366 · NEW YORK, NY$40,233,548,639.00Regulatory AUM · August 2026
- IFM INVESTORS PTY LTDCRD 162754$152,928,228,988.00Regulatory AUM · August 2026
- IFP ADVISORS, LLCCRD 125112 · TAMPA, FL$16,291,865,537.00Regulatory AUM · August 2026
- IFRAH FINANCIAL SERVICES, INC.CRD 136925 · LITTLE ROCK, AR$489,095,629.00Regulatory AUM · August 2026
- IFS ADVISORS, LLCCRD 147518 · OVERLAND PARK, KS$213,822,204.00Regulatory AUM · August 2026
- IFS GROUP, LLCCRD 328774 · MECHANICSBURG, PA$240,000,000.00Regulatory AUM · August 2026
- IG BETTER FUTURE MANAGEMENT, LLCCRD 314033 · MENLO PARK, CA$128,285,698.00Regulatory AUM · August 2026
- IG4 CAPITAL ADVISORS US LLCCRD 316972 · WASHINGTON, DC$321,477,892.00Regulatory AUM · August 2026
- IGNITE PLANNERS LLCCRD 289797 · SAN CLEMENTE, CA$1,136,946,561.00Regulatory AUM · August 2026
- IGP INDUSTRIES, LLCCRD 157214 · SAN FRANCISCO, CA$1,854,246,780.00Regulatory AUM · August 2026
- IGW ADVISORY INVESTMENT MANAGEMENT LLCCRD 333479$145,088,903.00Regulatory AUM · August 2026
- IH2 ADVISORS & COMPANYCRD 325788 · WILMINGTON, DE$265,318,418.00Regulatory AUM · August 2026
- IHS WEALTH MANAGEMENT LLCCRD 329852 · OYSTER BAY, NY$39,405,464.00Regulatory AUM · August 2026
- IHT WEALTH MANAGEMENT LLCCRD 171481 · CHICAGO, IL$9,801,751,527.00Regulatory AUM · August 2026
- II TECHNOLOGY, LLCCRD 282760 · AUSTIN, TX$40,486,132.00Regulatory AUM · August 2026
- III CAPITAL MANAGEMENTCRD 113539 · BOCA RATON, FL$88,235,915,100.00Regulatory AUM · August 2026
- IKALON ADVISORS LLCCRD 332654 · MIAMI, FLNot availableRegulatory AUM · August 2026
- IKARIAN CAPITAL, LLCCRD 281880 · DALLAS, TX$697,961,635.00Regulatory AUM · August 2026
- IKE CAPITAL, LLCCRD 132473$257,368,475.00Regulatory AUM · August 2026
- IKOS CIF LIMITEDCRD 138839$26,945,000.00Regulatory AUM · August 2026
- ILLUMEN CAPITAL MANAGEMENT, LLCCRD 305411 · OAKLAND, CA$294,856,723.00Regulatory AUM · August 2026
- ILLUMINATE ADVISERS, LLCCRD 334292$1,500.00Regulatory AUM · August 2026
- ILLUMINATE WEALTH MANAGEMENT LLCCRD 306411 · BARRINGTON, IL$167,593,585.00Regulatory AUM · August 2026
- ILLUMINE INVESTMENT MANAGEMENT, LLCCRD 311661 · POULSBO, WA$215,168,898.00Regulatory AUM · August 2026
- ILS ADVISORY SERVICES, LLCCRD 333054 · NASHVILLE, TN$1,578,761,274.00Regulatory AUM · August 2026
- IM GLOBAL PARTNER FUND MANAGEMENT LLCCRD 110005 · EL SEGUNDO, CA$3,967,750,918.00Regulatory AUM · August 2026
- IM WEALTH PARTNERS INVESTMENT ADVISORS LLCCRD 307379 · BLUE BELL, PANot availableRegulatory AUM · August 2026
- IMA ADVISORY SERVICES, INC.CRD 112091 · DENVER, CO$3,904,795,950.00Regulatory AUM · August 2026
- IMC ADVISORS, LLCCRD 111537 · COLUMBUS, IN$540,005,756.00Regulatory AUM · July 2026
- IMG WEALTH MANAGEMENT, INC.CRD 285966 · JACKSONVILLE, FL$209,685,185.00Regulatory AUM · August 2026
- IMMACULATE WEALTH MANAGEMENT, LLCCRD 167657 · MESA, AZ$140,823,690.00Regulatory AUM · August 2026
- IMPACT CAPITAL PARTNERS LLCCRD 329616 · GREENWOOD VILLAGE, CO$625,639,266.00Regulatory AUM · August 2026
- IMPACT CAPITAL, LLCCRD 297413 · ROCKVILLE, MD$253,350,037.00Regulatory AUM · August 2026
- IMPACT ENGINE MANAGEMENT, PBCCRD 304022 · CHICAGO, IL$244,459,258.00Regulatory AUM · August 2026
- IMPACT FIDUCIARY LLCCRD 288345 · PASADENA, CA$155,000,000.00Regulatory AUM · August 2026
- IMPACT INVESTMENT ADVISER LLCCRD 149929 · SAN FRANCISCO, CA$558,516,416.00Regulatory AUM · August 2026
- IMPACT INVESTORS, INC.CRD 289028$318,228,152.00Regulatory AUM · August 2026
- IMPACT PARTNERSHIP WEALTH, LLCCRD 313928 · MARIETTA, GA$2,963,975,229.00Regulatory AUM · August 2026
- IMPACT RETIREMENT ADVISORS, LLCCRD 330475$827,712,591.00Regulatory AUM · August 2026
- IMPACT SHARES CORPCRD 282472 · DALLAS, TX$210,416,293.00Regulatory AUM · August 2026
- IMPACTASSETS CAPITAL PARTNERS PB LLCCRD 317840 · BETHESDA, MD$4,945,685,169.00Regulatory AUM · August 2026
- IMPACTFOLIO LLCCRD 291716 · DENVER, CO$288,881,574.00Regulatory AUM · August 2026
- IMPACTIVE CAPITAL LPCRD 299445 · NEW YORK, NY$1,836,295,483.00Regulatory AUM · August 2026
- IMPAX ASSET MANAGEMENT (AIFM) LTD.CRD 171783$2,004,114,756.00Regulatory AUM · August 2026
- IMPAX ASSET MANAGEMENT LLCCRD 114335 · PORTSMOUTH, NH$8,942,785,264.00Regulatory AUM · August 2026
- IMPAX ASSET MANAGEMENT, LTD.CRD 143247$25,841,080,997.00Regulatory AUM · August 2026
- IMPERIAL FUND ASSET MANAGEMENT LLCCRD 317525 · FORT LAUDERDALE, FL$6,841,292,723.00Regulatory AUM · August 2026
- IMPERITY WEALTH ALLIANCE LLCCRD 339113 · MELVILLE, NY$139,699,291.00Regulatory AUM · August 2026
- IMPERIUM WEALTH MANAGEMENT, LLCCRD 159148 · SAN ANTONIO, TX$264,570,474.00Regulatory AUM · August 2026
- IMPRESA MANAGEMENT LLCCRD 168741 · BOSTON, MA$13,041,700,000.00Regulatory AUM · August 2026
- IMPRINT WEALTH LLCCRD 322130 · MOUNT PLEASANT, SC$131,551,371.00Regulatory AUM · August 2026
- IMPULSORA DEL FONDO MEXICO, SCCRD 105298$333,532,759.00Regulatory AUM · August 2026
- IMS CAPITAL MANAGEMENT LLCCRD 105939 · CLACKAMAS, OR$380,938,794.00Regulatory AUM · August 2026
- IMZ ADVISORY INC.CRD 314890 · BOCA RATON, FL$452,739,985.00Regulatory AUM · August 2026
- IN ON CAPITAL ADVISORS LLCCRD 290038 · MIAMI, FL$389,430,840.00Regulatory AUM · August 2026
- INATAI INVESTMENT MANAGEMENT CO. LLCCRD 329696 · SEATTLE, WA$2,693,146,865.00Regulatory AUM · August 2026
- INCA INVESTMENTS, LLCCRD 131194 · MIAMI, FL$569,631,005.00Regulatory AUM · August 2026
- INCASA LLCCRD 174058 · MIAMI, FL$725,207,032.00Regulatory AUM · August 2026
- INCENTIVE ASCRD 174704$2,464,314,430.00Regulatory AUM · August 2026
- INCEPTIONR LLCCRD 310565$786,146,394.00Regulatory AUM · August 2026
- INCEPTIV MANAGEMENT, LPCRD 310133 · CULVER CITY, CA$255,535,621.00Regulatory AUM · August 2026
- INCISION CAPITAL MANAGEMENT LPCRD 325593 · SAN FRANCISCO, CA$220,288,168.00Regulatory AUM · August 2026
- INCLINE GLOBAL MANAGEMENT, LLCCRD 162607 · NEW YORK, NY$258,953,084.00Regulatory AUM · August 2026
- INCLINE MANAGEMENT, L.P.CRD 158858 · PITTSBURGH, PA$5,957,649,024.00Regulatory AUM · August 2026
- INCLUSIVE CAPITAL PARTNERS, L.P.CRD 309419 · SAN FRANCISCO, CA$591,050,469.00Regulatory AUM · August 2026
- INCOME & ASSET ADVISORY, INC.CRD 124955 · ARMONK, NY$174,837,705.00Regulatory AUM · August 2026
- INCOME FOCUS PORTFOLIO MANAGEMENT, LLCCRD 165477 · JACKSON, WY$362,464,641.00Regulatory AUM · August 2026
- INCOME RESEARCH + MANAGEMENTCRD 104863 · BOSTON, MA$130,653,386,930.00Regulatory AUM · August 2026
- INCOMPASS FINANCIAL PARTNERS, LLCCRD 318227 · ALPHARETTA, GA$192,040,869.00Regulatory AUM · August 2026
- INDAGO CAPITAL LLCCRD 330343 · NEW YORK, NY$555,892,738.00Regulatory AUM · August 2026
- INDELIBLE WEALTH GROUP LLCCRD 166864$156,030,869.00Regulatory AUM · August 2026
- INDEPENDENCE ASSET ADVISORS, LLCCRD 152963 · WYNNEWOOD, PA$2,191,408,151.00Regulatory AUM · August 2026
- INDEPENDENCE FINANCIAL ADVISORS, LLCCRD 156305 · FRANKLIN, NH$463,792,334.00Regulatory AUM · August 2026
- INDEPENDENCE SQUARE HOLDINGS, LLCCRD 300139 · KING OF PRUSSIA, PA$1,833,978,825.00Regulatory AUM · August 2026
- INDEPENDENCE WEALTH ADVISORS, LLCCRD 306236 · INDEPENDENCE, OH$210,302,903.00Regulatory AUM · August 2026