All investment adviser firms · Page 78
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- INDEPENDENT ACCESS PARTNERS, LLCCRD 305842 · HUNT VALLEY, MD$256,948,420.00Regulatory AUM · August 2026
- INDEPENDENT ADVISOR ALLIANCE, LLCCRD 168267 · CHARLOTTE, NC$17,233,280,665.00Regulatory AUM · August 2026
- INDEPENDENT FAMILY OFFICE, LLCCRD 144811 · ALBANY, NY$760,100,086.00Regulatory AUM · August 2026
- INDEPENDENT FINANCIAL ADVISORS, INC.CRD 115798 · NORTH LITTLE ROCK, AR$134,495,327.00Regulatory AUM · August 2026
- INDEPENDENT FINANCIAL GROUP, LLCCRD 7717 · SAN DIEGO, CA$12,925,435,801.00Regulatory AUM · August 2026
- INDEPENDENT FRANCHISE PARTNERS LLPCRD 150108$23,845,058,541.00Regulatory AUM · August 2026
- INDEPENDENT INVESTORS INCCRD 105677 · NESCONSET, NY$571,907,843.00Regulatory AUM · August 2026
- INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLCCRD 144733 · WILLIAMSVILLE, NY$1,537,251,382.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH ADVISORS, LLCCRD 328786 · CARY, NC$195,338,422.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH MANAGEMENT LLCCRD 146633 · KENOSHA, WI$107,087,243.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH MANAGEMENT, LLCCRD 124242 · TRAVERSE CITY, MI$203,006,142.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH NETWORK, INC.CRD 286262 · URBANDALE, IA$518,379,731.00Regulatory AUM · August 2026
- INDEX FUND ADVISORS, INC.CRD 109143 · IRVINE, CA$5,929,710,382.00Regulatory AUM · August 2026
- INDEX TECHNOLOGIES GROUP LLCCRD 327771 · NEW YORK, NY$178,270,658.00Regulatory AUM · August 2026
- INDEXPERTS, LLCCRD 314858 · CHARLOTTE, NC$100,888,502.00Regulatory AUM · August 2026
- INDFIN LLCCRD 127898$128,376,327.00Regulatory AUM · August 2026
- INDIA CAPITAL LLCCRD 309034 · MINNEAPOLIS, MN$365,298,804.00Regulatory AUM · August 2026
- INDIA CAPITAL MANAGEMENT LIMITEDCRD 162996$395,345,615.00Regulatory AUM · August 2026
- INDIANO CAPITAL MANAGEMENT INC.CRD 122620 · ROCHESTER, NY$253,822,996.00Regulatory AUM · August 2026
- INDIE ASSET PARTNERS, LLCCRD 154503 · CARMEL, IN$685,212,417.00Regulatory AUM · August 2026
- INDIGO PARTNERS LLCCRD 163648 · SCOTTSDALE, AZ$1,657,483,643.00Regulatory AUM · August 2026
- INDIVIDUAL ASSET MANAGEMENT, INCCRD 123418 · SAN MATEO, CA$173,098,000.00Regulatory AUM · August 2026
- INDIVISIBLE PARTNERS, LLCCRD 332431 · CLEARWATER, FL$2,079,652,688.00Regulatory AUM · August 2026
- INDUS CAPITAL PARTNERS, LLCCRD 133738 · NEW YORK, NY$5,089,030,261.00Regulatory AUM · August 2026
- INDUSTRIAL DEVELOPMENT FUNDING LLCCRD 298015 · MIAMI BEACH, FL$624,006,774.00Regulatory AUM · August 2026
- INDUSTRIAL OPPORTUNITY PARTNERS, LLCCRD 156994 · EVANSTON, IL$1,335,273,706.00Regulatory AUM · August 2026
- INFANGER INVESTMENT TECHNOLOGY, LLCCRD 112328 · MOUNTAIN VIEW, CA$494,923,592.00Regulatory AUM · August 2026
- INFINEDI PARTNERS, LPCRD 298191$577,337,128.00Regulatory AUM · August 2026
- INFINITE GIVING ADVISORY SERVICES, INC.CRD 315935 · ATLANTA, GA$112,814,787.00Regulatory AUM · August 2026
- INFINITUM ASSET MANAGEMENT, LLCCRD 333552 · FORT LAUDERDALE, FL$1,138,676,308.00Regulatory AUM · August 2026
- INFINITY ADVISORY GROUP, LLCCRD 324723 · PORTAGE, MI$128,916,906.00Regulatory AUM · August 2026
- INFINITY CAPITAL ADVISORS, LLCCRD 159852 · ATLANTA, GA$1,530,928,543.00Regulatory AUM · August 2026
- INFINITY CREDIT ADVISORY, LLCCRD 331652 · ATLANTA, GA$53,523,436.00Regulatory AUM · August 2026
- INFINITY INVESTMENT ADVISORS LLCCRD 332590 · HUNTSVILLE, AL$100,020,965.00Regulatory AUM · August 2026
- INFINITY Q CAPITAL MANAGEMENT, LLCCRD 164179 · NEW YORK, NY$2,013,000,000.00Regulatory AUM · August 2026
- INFINITY WEALTH COUNSEL, LLCCRD 171959 · LOVELAND, OH$151,948,550.00Regulatory AUM · August 2026
- INFINIUM INVESTMENT ADVISORS, LLCCRD 149123 · DENVER, CO$152,443,632.00Regulatory AUM · August 2026
- INFLECTION CAPITAL MANAGEMENT, LLCCRD 333157 · SAN FRANCISCO, CA$365,605,247.00Regulatory AUM · August 2026
- INFRARED CAPITAL PARTNERS (US) LLCCRD 310401 · NEW YORK, NY$2,441,944,400.00Regulatory AUM · August 2026
- INFRARED CAPITAL PARTNERS LIMITEDCRD 161187$14,299,554,516.00Regulatory AUM · August 2026
- INFRASTRUCTURE CAPITAL ADVISORS, LLCCRD 166459 · NEW YORK, NY$3,641,900,000.00Regulatory AUM · August 2026
- INFUSIVE ASSET MANAGEMENT INC.CRD 285765 · NEW YORK, NY$295,888,631.00Regulatory AUM · August 2026
- INGALLS INVESTMENT MANAGEMENT, LLCCRD 2288 · NEW YORK, NY$7,826,602,578.00Regulatory AUM · August 2026
- INGALLS INVESTMENT MANAGEMENT, LLCCRD 343369 · NEW YORK, NY$7,826,602,578.00Regulatory AUM · August 2026
- INGHAM RUSSELL INVESTMENT ADVISORS INCCRD 106299 · MIAMI, FL$2,615,523,682.00Regulatory AUM · August 2026
- INGOT FINANCE, INC.CRD 334711Not availableRegulatory AUM · August 2026
- INGRAM ADVISORY SERVICES, LLCCRD 123508 · WINTER HAVEN, FL$109,309,178.00Regulatory AUM · August 2026
- INKWELL CAPITAL LLCCRD 155907$112,174,469.00Regulatory AUM · August 2026
- INLAND ADVISORY SERVICES, LLCCRD 338893 · OAK BROOK, IL$443,050,000.00Regulatory AUM · August 2026
- INLET PRIVATE WEALTH, LLCCRD 297154 · JUPITER, FL$608,135,699.00Regulatory AUM · August 2026
- INLIGHT WEALTH MANAGEMENT, LLCCRD 289908 · ATLANTA, GA$843,283,156.00Regulatory AUM · August 2026
- INMAN FINANCIAL SERVICES, INC.CRD 297414 · PORTLAND, OR$197,453,684.00Regulatory AUM · August 2026
- INMAN JAGER WEALTH MANAGEMENT, LLCCRD 329603 · HATTIESBURG, MS$225,002,118.00Regulatory AUM · August 2026
- INNEALTA CAPITAL, LLCCRD 292158$222,447,705.00Regulatory AUM · August 2026
- INNIS INVESTMENTS LLCCRD 105275$173,283,273.00Regulatory AUM · August 2026
- $141,063,839,851.00Regulatory AUM · August 2026
- INNOCAP INVESTMENT ADVISERS, LLC.CRD 324591 · NEW YORK, NY$2,712,181,995.00Regulatory AUM · August 2026
- INNOVA ADVISORS LLCCRD 318958 · CORAL GABLES, FL$264,788,168.00Regulatory AUM · August 2026
- INNOVA WEALTH PARTNERS, LLCCRD 168500 · NEWTOWN, PA$288,186,234.00Regulatory AUM · August 2026
- INNOVAHEALTH PARTNERS, LPCRD 297788 · NEW YORK, NY$301,019,528.00Regulatory AUM · August 2026
- INNOVATION PARTNERS LLC.CRD 146344 · CHARLOTTE, NC$21,681,537.00Regulatory AUM · August 2026
- INNOVATION X ADVISORS, LLCCRD 322292 · ROCKVILLE, MD$4,516,478,450.00Regulatory AUM · August 2026
- INNOVATIVE ADVISORY GROUP, LLCCRD 146618 · LEXINGTON, MA$194,000,000.00Regulatory AUM · August 2026
- INNOVATIVE ADVISORY PARTNERS, LLCCRD 156135 · HIXSON, TN$352,100,000.00Regulatory AUM · August 2026
- INNOVATIVE ASSET ADVISORS GROUP, LLCCRD 336773 · SHELTON, CT$297,932,861.00Regulatory AUM · August 2026
- INNOVATIVE CAPITAL ADVISORS, LLCCRD 161281 · CHICAGO, IL$619,456,034.00Regulatory AUM · August 2026
- INNOVATIVE FAMILY OFFICE LLCCRD 329496 · SOMERS, NY$65,815,282.00Regulatory AUM · August 2026
- INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCCRD 332536 · CRANFORD, NJ$594,905,446.00Regulatory AUM · August 2026
- INNOVATIVE FINANCIAL, LLCCRD 127469 · LAKEWOOD, CO$105,290,978.00Regulatory AUM · August 2026
- INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.CRD 324586 · SOMERS, NY$367,006,766.00Regulatory AUM · August 2026
- INNOVATIVE WEALTH BUILDING LLCCRD 314942 · CALIFORNIA, MD$657,212,436.00Regulatory AUM · August 2026
- INNOVATOR CAPITAL MANAGEMENT, LLCCRD 287718 · WHEATON, IL$30,237,128,227.00Regulatory AUM · August 2026
- INNOVATUS CAPITAL PARTNERS, LLCCRD 281928 · NEW YORK, NY$1,351,561,388.00Regulatory AUM · August 2026
- INNOVAYTE CAPITAL LLCCRD 333275 · DALLAS, TXNot availableRegulatory AUM · August 2026
- INNOVEST PORTFOLIO SOLUTIONS LLCCRD 106110 · DENVER, CONot availableRegulatory AUM · August 2026
- INNOVIUS CAPITAL MANAGEMENT, LLCCRD 311568 · SAN FRANCISCO, CA$366,100,000.00Regulatory AUM · August 2026
- INOVO WEALTH ARCHITECTSCRD 340777 · UNION, NJNot availableRegulatory AUM · August 2026
- INSCRIPTION CAPITAL, LLCCRD 291780 · HOUSTON, TX$2,047,681,895.00Regulatory AUM · August 2026
- INSCRIPTION FAMILY OFFICE, LLCCRD 301900 · HOUSTON, TXNot availableRegulatory AUM · August 2026
- INSIGHT 2811 INCCRD 109784 · CHICAGO, IL$339,567,276.00Regulatory AUM · August 2026
- INSIGHT ADVISORS, LLCCRD 109137 · LOS ANGELES, CA$1,700,000.00Regulatory AUM · August 2026
- INSIGHT ADVISORS, LLCCRD 168057 · NEWTOWN, PA$785,650,000.00Regulatory AUM · August 2026
- INSIGHT EQUITY MANAGEMENT COMPANY LLCCRD 157092 · SOUTHLAKE, TX$885,942,920.00Regulatory AUM · August 2026
- INSIGHT FOLIOS INCCRD 174411 · CHARLOTTE, NC$331,267,908.00Regulatory AUM · August 2026
- INSIGHT INV LLCCRD 172511 · EL SEGUNDO, CA$245,734,467.00Regulatory AUM · August 2026
- INSIGHT INVESTMENT RESEARCH LLPCRD 168324Not availableRegulatory AUM · August 2026
- INSIGHT NORTH AMERICA LLCCRD 145995 · NEW YORK, NY$171,094,347,633.00Regulatory AUM · August 2026
- INSIGHT SECURITIES, INC.CRD 5611 · HIGHLAND PARK, IL$94,216,934.00Regulatory AUM · August 2026
- INSIGHT STRATEGIC WEALTH LLCCRD 147290 · KNOXVILLE, TN$400,962,959.00Regulatory AUM · August 2026
- INSIGHT VENTURE MANAGEMENT, LLCCRD 142994 · NEW YORK, NY$92,178,934,483.00Regulatory AUM · August 2026
- INSIGHT WEALTH PARTNERS, LLCCRD 153635 · PLANO, TX$1,124,216,166.00Regulatory AUM · August 2026
- INSIGHT WEALTH STRATEGIES, LLCCRD 293644 · SAN RAMON, CA$1,063,992,397.00Regulatory AUM · August 2026
- INSIGHTS INVESTMENTS LLCCRD 309727 · PALO ALTO, CA$45,754,019.00Regulatory AUM · August 2026
- INSIGNEO ADVISORY SERVICES, LLCCRD 282589 · MIAMI, FL$5,162,797,048.00Regulatory AUM · August 2026
- INSIGNIA CAPITAL GROUP, L.P.CRD 169772 · WALNUT CREEK, CA$1,252,696,280.00Regulatory AUM · August 2026
- INSPIRE ADVISORS, LLCCRD 300279 · MERIDIAN, ID$1,332,161,360.00Regulatory AUM · August 2026
- INSPIRE INVESTING, LLCCRD 171988 · MERIDIAN, ID$3,962,234,942.00Regulatory AUM · August 2026
- INSPIRION WEALTH ADVISORS, LLCCRD 165174 · LIBERTYVILLE, IL$1,394,318,971.00Regulatory AUM · August 2026
- INSTINET, LLCCRD 7897 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- INSTITUTE FOR WEALTH MANAGEMENT LLCCRD 127207 · DENVER, CO$1,370,272,066.00Regulatory AUM · August 2026