All investment adviser firms · Page 80
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: July 2026 and August 2026
- INVARIANT INVESTMENT MANAGEMENT LLCCRD 168772 · CAMP HILL, PA$182,679,710.00Regulatory AUM · August 2026
- INVENIO WEALTH PARTNERS, LLCCRD 323039 · CORAL GABLES, FL$364,001,634.00Regulatory AUM · August 2026
- INVENOMIC CAPITAL MANAGEMENT LPCRD 287617 · BOSTON, MA$3,392,830,959.00Regulatory AUM · August 2026
- INVERA WEALTH ADVISORS LLCCRD 323792$243,846,917.00Regulatory AUM · August 2026
- INVERLOCHY CAPITAL, INC.CRD 132253$44,409,919.00Regulatory AUM · August 2026
- INVERNESS GRAHAM INVESTMENTS, INC.CRD 157632 · WAYNE, PA$1,572,202,263.00Regulatory AUM · August 2026
- INVERSIONES SURA CORPCRD 318065 · MIAMI, FL$160,193,912.00Regulatory AUM · August 2026
- INVERSSO, LLCCRD 298821$362,700.00Regulatory AUM · August 2026
- INVESCO ADVISERS, INC.CRD 105360 · ATLANTA, GA$749,518,786,407.00Regulatory AUM · August 2026
- INVESCO ASSET MANAGEMENT (JAPAN) LIMITEDCRD 107155$76,059,646,582.00Regulatory AUM · August 2026
- INVESCO ASSET MANAGEMENT LTD.CRD 109985$187,595,135,172.00Regulatory AUM · August 2026
- INVESCO CANADA LTD.CRD 126572$19,867,773,171.00Regulatory AUM · July 2026
- INVESCO CAPITAL MANAGEMENT LLCCRD 125601 · DOWNERS GROVE, IL$941,022,882,379.00Regulatory AUM · August 2026
- INVESCO HONG KONG LIMITEDCRD 109923$26,202,131,169.00Regulatory AUM · August 2026
- INVESCO INVESTMENT ADVISERS LLCCRD 104885 · DOWNERS GROVE, IL$4,371,095,439.00Regulatory AUM · August 2026
- INVESCO LOAN MANAGER, LLCCRD 306746 · NEW YORK, NY$17,694,615,730.00Regulatory AUM · August 2026
- INVESCO MANAGED ACCOUNTS, LLCCRD 154461 · SEATTLE, WA$31,275,474,511.00Regulatory AUM · August 2026
- INVESCO MANAGEMENT S.A.CRD 143238$48,691,778,628.00Regulatory AUM · August 2026
- INVESCO PRIVATE CAPITAL, INC.CRD 107584 · NEW YORK, NY$860,423,023.00Regulatory AUM · August 2026
- INVESCO SENIOR SECURED MANAGEMENT, INC.CRD 107590 · NEW YORK, NY$29,378,121,085.00Regulatory AUM · August 2026
- INVEST CAPITAL PARTNERS, CO.CRD 287987 · SPRINGBORO, OH$271,883,275.00Regulatory AUM · August 2026
- INVESTABLE WEALTH MANAGEMENT, INC.CRD 333290$490,100.00Regulatory AUM · August 2026
- INVESTABLE WEALTH, LLCCRD 166721$110,029,875.00Regulatory AUM · August 2026
- INVESTALL, INC.CRD 285955 · NEW YORK, NY$26,175,000.00Regulatory AUM · August 2026
- INVESTCORP ABSOLUTE RETURN INVESTMENTS LLCCRD 306860 · NEW YORK, NY$1,123,700,649.00Regulatory AUM · August 2026
- INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P.CRD 329155 · NEW YORK, NY$5,185,101,229.00Regulatory AUM · August 2026
- INVESTCORP CREDIT MANAGEMENT US LLCCRD 165140 · NEW YORK, NY$11,513,172,178.00Regulatory AUM · August 2026
- INVESTCORP INVESTMENT ADVISERS LLCCRD 137790 · NEW YORK, NY$5,527,976,271.00Regulatory AUM · August 2026
- INVESTCORP INVESTMENT SOLUTIONS LLCCRD 314925 · NEW YORK, NY$2,786,000,000.00Regulatory AUM · August 2026
- INVESTIRE LLCCRD 299977$46,237,541.00Regulatory AUM · August 2026
- INVESTMARK ADVISORY GROUP LLCCRD 121060 · SHELTON, CT$929,666,878.00Regulatory AUM · August 2026
- INVESTMENT & RETIREMENT ADVISORS, LLCCRD 131741 · MURFREESBORO, TN$138,633,720.00Regulatory AUM · August 2026
- INVESTMENT & TAX STRATEGIES, INC.CRD 157717$118,000,000.00Regulatory AUM · August 2026
- INVESTMENT ADVISORY GROUP, LLCCRD 109445 · SARASOTA, FL$1,217,000,000.00Regulatory AUM · August 2026
- INVESTMENT ADVISORY SERVICES GROUP LLCCRD 323361 · BOCA RATON, FL$179,338,120.00Regulatory AUM · August 2026
- INVESTMENT CONSULTANTS LLCCRD 314810$122,727,571.00Regulatory AUM · August 2026
- INVESTMENT CONSULTING GROUP INCCRD 106967 · DAVENPORT, IA$2,840,654,290.00Regulatory AUM · August 2026
- INVESTMENT CONSULTING SERVICES, LLCCRD 122064 · LOMBARD, ILNot availableRegulatory AUM · August 2026
- $178,140,454.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT & PLANNING LLCCRD 146041 · GREENVILLE, DE$238,848,448.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT ASSOCIATES, INC.CRD 110900 · GREENWOOD VILLAGE, CO$809,975,042.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT CONSULTANTSCRD 122718 · LAS VEGAS, NV$440,271,870.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT CORPORATIONCRD 107246 · ROANOKE, VA$191,179,778.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT TRUST, LLCCRD 129456 · FITCHBURG, MA$123,450,001.00Regulatory AUM · August 2026
- INVESTMENT MANAGERS GROUP, LLCCRD 164203 · TEMECULA, CA$116,757,023.00Regulatory AUM · August 2026
- INVESTMENT METRICS, LLCCRD 158872 · TUCSON, AZ$1,221,025,646.00Regulatory AUM · July 2026
- INVESTMENT OFFICE RESOURCES, LLCCRD 311647 · CLAYTON, MO$126,500,157.00Regulatory AUM · August 2026
- INVESTMENT PARTNERS ASSET MANAGEMENTCRD 121812 · METUCHEN, NJ$333,440,657.00Regulatory AUM · August 2026
- INVESTMENT PARTNERS LTDCRD 108913 · NEW PHILADELPHIA, OH$892,284,139.00Regulatory AUM · August 2026
- INVESTMENT PERFORMANCE SERVICES LLCCRD 105527 · SAVANNAH, GA$763,736,810.00Regulatory AUM · August 2026
- INVESTMENT PLANNING ADVISORSCRD 299212 · CUMMING, GA$421,695,801.00Regulatory AUM · August 2026
- INVESTMENT PROFESSIONALS, LLCCRD 282495 · WAUNAKEE, WI$311,000,000.00Regulatory AUM · August 2026
- INVESTMENT RESEARCH & ADVISORY GROUP, INC.CRD 126246 · ATLANTA, GA$15,416,741,614.00Regulatory AUM · August 2026
- INVESTMENT RESEARCH CORPCRD 108208 · DENVER, CO$76,319,944.00Regulatory AUM · August 2026
- INVESTMENT RESEARCH PARTNERS LLCCRD 304315 · LEMONT, PA$512,374,995.00Regulatory AUM · August 2026
- INVESTMENTS & FINANCIAL PLANNING, LLCCRD 164333 · LEXINGTON, KY$318,664,226.00Regulatory AUM · August 2026
- INVESTOLOGY INC.CRD 130408 · RESTON, VA$250,000,000.00Regulatory AUM · August 2026
- INVESTOR ADVISORY GROUP, LLCCRD 106837 · CHARLOTTE, NC$172,053,936.00Regulatory AUM · August 2026
- INVESTOR'S ADVANTAGE L.L.C.CRD 315773$98,665,625.00Regulatory AUM · August 2026
- $787,414,298.00Regulatory AUM · August 2026
- INVESTORS ASSET MANAGEMENT OF GEORGIA INCCRD 106796 · ATLANTA, GA$502,012,623.00Regulatory AUM · August 2026
- INVESTORS MOSAIC, LLCCRD 168619$192,063,361.00Regulatory AUM · August 2026
- INVESTORS PORTFOLIO SERVICES LLCCRD 117299 · PUYALLUP, WA$238,839,710.00Regulatory AUM · August 2026
- INVESTORS RESEARCH CORPORATIONCRD 132022 · ATLANTA, GA$666,716,622.00Regulatory AUM · August 2026
- INVESTRUST CONSULTING, LLCCRD 108037 · OKLAHOMA CITY, OK$588,198,253.00Regulatory AUM · August 2026
- INVESTURE, LLCCRD 130099 · CHARLOTTESVILLE, VA$38,524,231,856.00Regulatory AUM · August 2026
- INVEX ADVISORS LLCCRD 164519 · CORAL GABLES, FL$759,255,000.00Regulatory AUM · August 2026
- INVEX NEXT, LLCCRD 328201 · CORAL GABLES, FL$3,032,000.00Regulatory AUM · August 2026
- INVICTA ADVISORS LLCCRD 298868 · OAKMONT, PA$310,160,547.00Regulatory AUM · August 2026
- INVICTUS ADVISORY SERVICES LLCCRD 312399 · BUFFALO, NY$37,639,930.00Regulatory AUM · August 2026
- INVICTUS CAPITAL MANAGEMENT, LPCRD 157315 · WASHINGTON, DC$7,252,808,150.00Regulatory AUM · August 2026
- INVICTUS FIDUCIARY SERVICES, LLCCRD 286117 · MEMPHIS, TN$1,010,776,132.00Regulatory AUM · August 2026
- INVICTUS GROWTH MANAGEMENT, LLCCRD 311947 · SAN MATEO, CA$1,263,717,690.00Regulatory AUM · August 2026
- INVICTUS PRIVATE WEALTH, LLCCRD 317727$1,713,015,278.00Regulatory AUM · August 2026
- INVICTUS TIMING SERVICE LTDCRD 106372 · WESTBURY, NY$103,001,050.00Regulatory AUM · August 2026
- INVIDIA CAPITAL MANAGEMENT LPCRD 331334 · NEW YORK, NY$150,372,685.00Regulatory AUM · August 2026
- INVISOR FINANCIAL LLCCRD 174890 · SENECA, KS$198,543,563.00Regulatory AUM · August 2026
- INVST, LLCCRD 282863 · INDIANAPOLIS, IN$1,565,110,275.00Regulatory AUM · August 2026
- INVUS FINANCIAL ADVISORS, LLCCRD 161603 · NEW YORK, NY$16,486,047,377.00Regulatory AUM · August 2026
- IOLITE ASSET MANAGEMENT, LLCCRD 338911 · CHICAGO, ILNot availableRegulatory AUM · August 2026
- ION PACIFIC, INC.CRD 328607 · VENICE, CA$554,895,487.00Regulatory AUM · August 2026
- IONIC CAPITAL MANAGEMENT LLCCRD 156400 · NEW YORK, NY$3,865,359,381.00Regulatory AUM · August 2026
- IOWA WEALTH MANAGEMENT, LLCCRD 286435 · WEST DES MOINES, IA$123,925,708.00Regulatory AUM · August 2026
- IP FINANCIAL ADVISORY SERVICES LLCCRD 305772 · CHARLOTTE, NC$481,397,453.00Regulatory AUM · August 2026
- IPCP MANAGEMENT, LLCCRD 316853 · BOCA RATON, FL$345,577,803.00Regulatory AUM · August 2026
- IPEX, INC.CRD 124337 · PLYMOUTH, MI$2,654,083,361.00Regulatory AUM · August 2026
- IPG INVESTMENT ADVISORS, LLCCRD 152990 · SAN DIEGO, CA$4,136,495,918.00Regulatory AUM · August 2026
- IPSEN ADVISOR GROUP LLCCRD 318010 · LITTLE ROCK, AR$236,098,593.00Regulatory AUM · August 2026
- IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.CRD 106625 · BEVERLY, MA$730,158,575.00Regulatory AUM · August 2026
- $21,080,602,733.00Regulatory AUM · August 2026
- IQCIO LLCCRD 285435 · NEW YORK, NY$60,903,376.00Regulatory AUM · August 2026
- IQVESTMENT, LLCCRD 157514$22,310,201.00Regulatory AUM · August 2026
- IRENIC CAPITAL MANAGEMENT LPCRD 319645 · NEW YORK, NY$2,398,726,617.00Regulatory AUM · August 2026
- IRIDIAN ASSET MANAGEMENT LLCCRD 104550$280,161,820.00Regulatory AUM · August 2026
- IRISH CREEK CAPITAL LLCCRD 343009 · CAMDEN, NJNot availableRegulatory AUM · August 2026
- IRM MANAGEMENT LLCCRD 341486Not availableRegulatory AUM · August 2026
- IRON FINANCIAL LLCCRD 106682 · NORTHBROOK, IL$489,165,569.00Regulatory AUM · August 2026
- IRON GATE GLOBAL ADVISORS, LLCCRD 111177 · NORTH SALT LAKE, UT$1,323,170,082.00Regulatory AUM · August 2026
- IRON PATH CAPITAL, L.P.CRD 316139 · CHARLOTTESVILLE, VA$698,528,128.00Regulatory AUM · August 2026
- IRON POINT PARTNERS, LLCCRD 157078 · WASHINGTON, DC$1,411,205,533.00Regulatory AUM · August 2026