All investment adviser firms · Page 79
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- INSTITUTIONAL CAPITAL MANAGEMENT, INC.CRD 108986$605,000,000.00Regulatory AUM · August 2026
- INSTITUTIONAL INVESTMENT ADVISORS CORPCRD 126055 · NEW YORK, NY$105,215,000.00Regulatory AUM · August 2026
- INSTITUTIONAL INVESTMENT CONSULTINGCRD 168705 · BLOOMFIELD HILLS, MI$125,000,000.00Regulatory AUM · August 2026
- INSTITUTIONAL SHAREHOLDER SERVICES INC.CRD 111940 · ROCKVILLE, MDNot availableRegulatory AUM · August 2026
- INSTRUMENTAL WEALTH, LLCCRD 310788 · TAMPA, FL$507,996,008.00Regulatory AUM · August 2026
- INTANDEM CAPITAL PARTNERS, LPCRD 288774 · NEW YORK, NY$2,675,336,308.00Regulatory AUM · August 2026
- INTECH INVESTMENT MANAGEMENT LLCCRD 119232 · WEST PALM BEACH, FL$15,469,008,991.00Regulatory AUM · August 2026
- INTEGRA FINANCIAL, INC.CRD 113422 · GREENWOOD VILLAGE, CO$123,404,680.00Regulatory AUM · August 2026
- INTEGRA GLOBAL ADVISORS LLCCRD 288511 · STAMFORD, CT$684,071,834.00Regulatory AUM · August 2026
- INTEGRA WEALTH, LLCCRD 149999 · CHATTANOOGA, TN$116,465,458.00Regulatory AUM · August 2026
- INTEGRAL FINANCIAL PLANNING LLCCRD 148097$158,025,042.00Regulatory AUM · August 2026
- INTEGRAL HEALTH ASSET MANAGEMENT, LLCCRD 301987 · NEW YORK, NY$1,872,690,688.00Regulatory AUM · August 2026
- INTEGRAL ILS LTD.CRD 310727$3,783,635,034.00Regulatory AUM · August 2026
- INTEGRAL INVESTMENT ADVISORS, INC.CRD 146569 · TURLOCK, CA$673,906,692.00Regulatory AUM · August 2026
- INTEGRAS PARTNERS, LLCCRD 172979 · ALPHARETTA, GA$244,833,956.00Regulatory AUM · August 2026
- INTEGRATED ADVISORS NETWORK LLCCRD 171991 · DALLAS, TX$5,522,561,843.00Regulatory AUM · August 2026
- INTEGRATED BENEFITS, INCORPORATEDCRD 112518$101,291,369.00Regulatory AUM · August 2026
- INTEGRATED CAPITAL MANAGEMENT LLCCRD 284766 · BLOOMFIELD HILLS, MI$429,760,147.00Regulatory AUM · August 2026
- INTEGRATED CAPITAL MANAGEMENT, INC.CRD 149489 · JESSUP, PA$232,443,145.00Regulatory AUM · August 2026
- INTEGRATED FINANCIAL CONSULTING, LLCCRD 130920 · AIRMONT, NY$141,472,440.00Regulatory AUM · August 2026
- $4,050,716.00Regulatory AUM · August 2026
- INTEGRATED FINANCIAL SOLUTIONS, INC.CRD 112038 · RESTON, VA$303,305,402.00Regulatory AUM · August 2026
- INTEGRATED FINANCIAL STRATEGIES, LLCCRD 165007 · FORT LAUDERDALE, FL$322,000,000.00Regulatory AUM · August 2026
- INTEGRATED INVESTMENT CONSULTANTS, LLCCRD 175299 · BLOOMFIELD HILLS, MI$1,084,348,046.00Regulatory AUM · August 2026
- INTEGRATED INVESTMENT STRATEGIES,INC.CRD 122706 · CARMEL, IN$104,549,560.00Regulatory AUM · August 2026
- $119,404,994.00Regulatory AUM · August 2026
- INTEGRATED QUANTITATIVE INVESTMENTS LLCCRD 310106 · BELLEVUE, WA$844,781,025.00Regulatory AUM · August 2026
- INTEGRATED WEALTH ADVISORS, LLCCRD 314575 · BELLEVUE, WA$122,360,346.00Regulatory AUM · August 2026
- INTEGRATED WEALTH CONCEPTS LLCCRD 284656 · WALTHAM, MA$23,576,950,000.00Regulatory AUM · August 2026
- INTEGRATED WEALTH MANAGEMENT, INC.CRD 141092 · UNIONTOWN, OH$254,065,547.00Regulatory AUM · August 2026
- INTEGRATED WEALTH STRATEGIES, LLCCRD 155254 · AUSTIN, TX$151,693,473.00Regulatory AUM · August 2026
- INTEGRATED WEALTHCARE, LLCCRD 312929 · DURHAM, NC$218,160,219.00Regulatory AUM · August 2026
- INTEGRATIVE PLANNING, INC.CRD 336307 · CORNELIUS, NC$101,384,621.00Regulatory AUM · August 2026
- INTEGRIS WEALTH MANAGEMENT, LLCCRD 111336 · MONTEREY, CA$811,958,816.00Regulatory AUM · August 2026
- INTEGRITY ADVISORY PARTNERS LLCCRD 161647 · NEW YORK, NY$46,107,943.00Regulatory AUM · August 2026
- INTEGRITY ADVISORY SOLUTIONS, LLCCRD 288817 · DALLAS, TX$1,103,455,772.00Regulatory AUM · August 2026
- INTEGRITY ALLIANCE, LLCCRD 139627 · URBANDALE, IA$5,411,976,879.00Regulatory AUM · August 2026
- INTEGRITY CAPITAL MANAGEMENT LLCCRD 142693 · KINGSPORT, TN$180,540,377.00Regulatory AUM · August 2026
- INTEGRITY FINANCIAL ADVISORS, LLCCRD 313369 · WOBURN, MA$134,863,176.00Regulatory AUM · August 2026
- INTEGRITY FINANCIAL CORPORATIONCRD 137125 · JACKSON, WY$868,063,249.00Regulatory AUM · August 2026
- INTEGRITY FIXED INCOME MANAGEMENT, LLCCRD 135635 · ORLANDO, FL$921,469,554.00Regulatory AUM · August 2026
- INTEGRITY GROWTH PARTNERS, L.P.CRD 307975 · LOS ANGELES, CA$872,565,125.00Regulatory AUM · August 2026
- INTEGRITY INVESTMENT ADVISORS, LLCCRD 154131$394,292,094.00Regulatory AUM · August 2026
- INTEGRITY ROAD WEALTH PARTNERS LLCCRD 333154 · HOUSTON, TX$125,962,624.00Regulatory AUM · August 2026
- INTEGRITY WEALTH ADVISORS, INC.CRD 281708 · VENTURA, CA$285,486,435.00Regulatory AUM · August 2026
- INTEGRITY WEALTH LLCCRD 330809 · EUGENE, OR$304,822,152.00Regulatory AUM · August 2026
- INTEGRITY WEALTH MANAGEMENT, INC.CRD 150103 · SPOKANE, WA$163,150,031.00Regulatory AUM · August 2026
- INTEGRITY WEALTH MANAGEMENT, LLCCRD 130422$111,087,065.00Regulatory AUM · August 2026
- INTEGRITY WEALTH PARTNERS, LLCCRD 167314 · WALNUT CREEK, CA$193,862,881.00Regulatory AUM · August 2026
- INTEGRITY WEALTH SOLUTIONS LLCCRD 284862 · DENVER, CO$368,982,905.00Regulatory AUM · August 2026
- INTEGROUS WEALTH STRATEGIES LLCCRD 340613 · HAMILTON, NJNot availableRegulatory AUM · August 2026
- INTEGRUM HOLDINGS LPCRD 314678 · NEW YORK, NY$5,485,334,182.00Regulatory AUM · August 2026
- INTELLECTUS PARTNERS, LLCCRD 173140 · SAN FRANCISCO, CA$1,569,366,389.00Regulatory AUM · August 2026
- INTELLICAPITAL ADVISORS LLCCRD 316908 · PONTE VEDRA, FL$118,923,953.00Regulatory AUM · August 2026
- INTELLICENTS INVESTMENT SOLUTIONS INCCRD 107498 · ALBERT LEA, MN$9,916,675,227.00Regulatory AUM · August 2026
- INTELLIGENCE DRIVEN ADVISERS, LLCCRD 299589 · CARLSBAD, CA$881,932,987.00Regulatory AUM · August 2026
- INTELLIGENT ALPHA LLCCRD 332518 · MINNEAPOLIS, MN$27,000,000.00Regulatory AUM · August 2026
- INTELLIGENT FINANCIAL STRATEGIES, LLCCRD 108048 · EXCELSIOR, MN$241,994,381.00Regulatory AUM · August 2026
- INTELLIGENT WEALTH SOLUTIONS LLCCRD 300403 · AUSTIN, TX$961,026,206.00Regulatory AUM · August 2026
- INTELLUS ADVISORS, LLCCRD 332883 · NAPLES, FL$1,350,450,329.00Regulatory AUM · August 2026
- INTENTIONAL RETIREMENT, LLCCRD 310655 · OMAHA, NE$150,000,352.00Regulatory AUM · August 2026
- INTENTIONAL WEALTH STRATEGIESCRD 327743 · COLORADO SPRINGS, CO$171,262,114.00Regulatory AUM · August 2026
- INTENTIONAL, LLCCRD 318570 · FORT MILL, SC$175,825,193.00Regulatory AUM · August 2026
- INTER ADVISORS LLCCRD 336420 · MIAMI, FLNot availableRegulatory AUM · August 2026
- INTER US MANAGEMENT, LLCCRD 334212 · MIAMI, FL$83,373,378.00Regulatory AUM · August 2026
- INTERACTIVE FINANCIAL ADVISORS, INC.CRD 125117 · NEW LENOX, IL$240,418,188.00Regulatory AUM · August 2026
- INTERALPEN PARTNERS, LLCCRD 315587 · OMAHA, NE$273,689,471.00Regulatory AUM · August 2026
- INTERCAPITAL, LLCCRD 324314 · AUSTIN, TX$198,665,248.00Regulatory AUM · August 2026
- INTERCAROLINA FINANCIAL SERVICES, INC.CRD 19475 · GREENSBORO, NC$85,370,900.00Regulatory AUM · August 2026
- INTERCHANGE CAPITAL PARTNERS, LLCCRD 309314 · PITTSBURGH, PA$743,604,446.00Regulatory AUM · August 2026
- INTERCONTINENTAL REAL ESTATE CORPORATIONCRD 112332 · BOSTON, MA$12,175,868,901.00Regulatory AUM · August 2026
- INTEREST FINANCIAL, LLCCRD 300418 · TAMPA, FLNot availableRegulatory AUM · August 2026
- INTERGY PRIVATE WEALTH, LLCCRD 315698 · COLORADO SPRINGS, CO$602,618,422.00Regulatory AUM · August 2026
- INTERLOCK EQUITY LPCRD 315618 · LOS ANGELES, CA$486,436,664.00Regulatory AUM · August 2026
- INTERMARKET CORPORATIONCRD 161833 · NEW YORK, NY$431,517,751.00Regulatory AUM · August 2026
- INTERMEDE GLOBAL PARTNERS INCCRD 288616 · SAN FRANCISCO, CA$2,136,093,838.00Regulatory AUM · August 2026
- INTERMEDE INVESTMENT PARTNERS LIMITEDCRD 175312$3,993,977,139.00Regulatory AUM · August 2026
- INTERNATIONAL ASSETS ADVISORY, LLCCRD 10645 · ORLANDO, FLNot availableRegulatory AUM · August 2026
- INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCRD 144426 · ORLANDO, FL$2,569,430,562.00Regulatory AUM · August 2026
- INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATIONCRD 108783 · WASHINGTON, DC$6,308,216,088.00Regulatory AUM · August 2026
- INTERNATIONAL FINANCIAL PLANNING LLCCRD 327686$40,412,042.00Regulatory AUM · August 2026
- INTERNATIONAL MANAGEMENT ADVISORS LTD.CRD 140361$109,484,003.00Regulatory AUM · August 2026
- $278,307,720.00Regulatory AUM · August 2026
- INTERNATIONAL PRIVATE WEALTH ADVISORS LLCCRD 323032 · SAN DIEGO, CA$255,341,082.00Regulatory AUM · August 2026
- INTERTIDE PARTNERS L.L.C.CRD 326896 · CHICAGO, IL$971,442,435.00Regulatory AUM · August 2026
- INTERVAL PARTNERS, LPCRD 164424 · NEW YORK, NY$9,392,255,002.00Regulatory AUM · August 2026
- INTERVEST CAPITAL PARTNERS LLCCRD 159681 · NEW YORK, NY$689,306,606.00Regulatory AUM · August 2026
- INTERVEST LTDCRD 104614 · CHEVY CHASE, MD$246,950,187.00Regulatory AUM · August 2026
- INTERWEALTH MANAGEMENT, LLCCRD 155597 · SCOTTSDALE, AZ$298,005,781.00Regulatory AUM · August 2026
- INTRACK INVESTMENT MANAGEMENT, INC.CRD 106450 · SOUTH BURLINGTON, VT$275,749,648.00Regulatory AUM · August 2026
- INTREPID CAPITAL MANAGEMENT INCCRD 108516 · JACKSONVILLE BEACH, FL$1,623,804,595.00Regulatory AUM · August 2026
- INTREPID FINANCIAL PLANNING GROUP, LLCCRD 112196 · CARMEL, IN$390,401,120.00Regulatory AUM · August 2026
- INTREPID INVESTMENT MANAGEMENT, LLCCRD 192522 · HOUSTON, TX$322,840,000.00Regulatory AUM · August 2026
- INTRINSIC EDGE CAPITAL MANAGEMENT LLCCRD 285034 · CHICAGO, IL$771,828,290.00Regulatory AUM · August 2026
- INTRINSIC INVESTORS LLCCRD 111968 · WAUWATOSA, WI$129,418,311.00Regulatory AUM · August 2026
- INTRINSIC VALUE PARTNERS, LLCCRD 165214 · PHOENIX, AZ$220,560,987.00Regulatory AUM · August 2026
- INTRINSIC WEALTH COUNSEL, INC.CRD 105022 · TEMPE, AZ$344,681,068.00Regulatory AUM · August 2026
- INTRUA FINANCIAL LLCCRD 281554 · HOUSTON, TX$1,747,007,902.00Regulatory AUM · August 2026
- INTYCE, LLCCRD 291897 · ST. LOUIS, MONot availableRegulatory AUM · August 2026
- INUKSHUK CAPITAL MANAGEMENT INC.CRD 333697$115,743,110.00Regulatory AUM · August 2026