All investment adviser firms · Page 82
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- JACKSON SQUARE CAPITAL, LLCCRD 300314 · SAN FRANCISCO, CA$564,289,498.00Regulatory AUM · August 2026
- JACKSON THORNTON WEALTH MANAGEMENT, LLCCRD 116091 · MONTGOMERY, AL$2,009,618,834.00Regulatory AUM · August 2026
- JACKSON WEALTH MANAGEMENT, LLCCRD 147642 · LAKE MARY, FL$1,069,600,000.00Regulatory AUM · August 2026
- JACKSON WEALTH MANAGEMENT, LLCCRD 310496 · CASTLE ROCK, CO$107,026,630.00Regulatory AUM · August 2026
- JACKSON, GRANT INVESTMENT ADVISERS, INC.CRD 108156 · STAMFORD, CT$577,684,024.00Regulatory AUM · August 2026
- JACKSONVILLE WEALTH MANAGEMENT, LLCCRD 309312 · JACKSONVILLE, FL$533,539,848.00Regulatory AUM · August 2026
- JACOB ASSET MANAGEMENT OF NEW YORK LLCCRD 112006 · HERMOSA BEACH, CA$84,061,832.00Regulatory AUM · August 2026
- JACOBI CAPITAL MANAGEMENT, LLCCRD 147663 · PITTSTON, PA$2,642,543,015.00Regulatory AUM · August 2026
- JACOBS & COMPANY, LLCCRD 107674 · SAN FRANCISCO, CA$1,155,091,616.00Regulatory AUM · August 2026
- JACOBS ASSET MANAGEMENT, LLCCRD 156563 · NEW YORK, NY$366,438,978.00Regulatory AUM · August 2026
- JACOBS EQUITYCRD 147725 · DRAPER, UT$133,212,081.00Regulatory AUM · August 2026
- JACOBS LEVY EQUITY MANAGEMENT INCCRD 107022 · FLORHAM PARK, NJ$28,006,711,148.00Regulatory AUM · August 2026
- JACOBSEN CAPITAL MANAGEMENT, LLCCRD 116085 · SALT LAKE CITY, UT$562,862,022.00Regulatory AUM · August 2026
- JACOBSON & SCHMITT ADVISORS, LLCCRD 140431 · MIDDLETON, WI$676,435,703.00Regulatory AUM · August 2026
- JADE MOUNTAIN PARTNERS, LLCCRD 290415 · WHITE PLAINS, NY$588,389,751.00Regulatory AUM · August 2026
- JADIAN CAPITAL, LPCRD 291946 · STAMFORD, CT$3,035,768,237.00Regulatory AUM · August 2026
- JAFFA CAPITAL MANAGEMENT LLCCRD 325411 · CLIFTON, NJ$597,220,000.00Regulatory AUM · August 2026
- JAFFE ASSET MANAGEMENT LLCCRD 108082 · BEVERLY HILLS, CA$116,219,162.00Regulatory AUM · August 2026
- JAFFE TILCHIN INVESTMENT PARTNERS, LLCCRD 143608 · TAMPA, FL$2,445,435,755.00Regulatory AUM · August 2026
- JAG CAPITAL MANAGEMENT LLCCRD 159227 · ST. LOUIS, MO$1,901,987,149.00Regulatory AUM · August 2026
- JAGUAR GROWTH ASSET MANAGEMENT, LLCCRD 169571 · MIAMI, FL$313,082,600.00Regulatory AUM · August 2026
- JAHD MANAGEMENT COMPANY, LLCCRD 282189 · BOSTON, MA$3,557,862,324.00Regulatory AUM · August 2026
- JAIN GLOBAL LLCCRD 330309 · NEW YORK, NY$32,392,342,398.00Regulatory AUM · August 2026
- JAKE CARRIS FINANCIAL PLANNING, LLCCRD 290061 · ORLANDO, FL$109,685,265.00Regulatory AUM · August 2026
- JAMES HAMBRO & PARTNERS LLPCRD 286283$13,006,070,312.00Regulatory AUM · August 2026
- JAMES I. BLACK & COMPANYCRD 1249 · LAKELAND, FL$144,067,165.00Regulatory AUM · August 2026
- JAMES INVESTMENT RESEARCH INCCRD 110433 · XENIA, OH$1,211,598,322.00Regulatory AUM · August 2026
- JAMES J. BURNS & COMPANY, LLCCRD 140452 · MELVILLE, NY$1,253,310,566.00Regulatory AUM · August 2026
- JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENTCRD 109542 · VANCOUVER, WA$442,737,917.00Regulatory AUM · August 2026
- JAMES REED FINANCIAL SERVICES, INC.CRD 112179 · CLEVELAND, OH$388,646,926.00Regulatory AUM · August 2026
- JAMES RIVER ASSET MANAGEMENT, LLCCRD 117917 · MIDLOTHIAN, VA$273,776,635.00Regulatory AUM · August 2026
- JAMES SCOTT S COCRD 105861 · FALLS CHURCH, VA$139,382,237.00Regulatory AUM · August 2026
- JAMES T. BORELLO & CO.CRD 16860 · EAST DUNDEE, IL$514,080,273.00Regulatory AUM · August 2026
- JAMESTOWN, L.P.CRD 158207 · ATLANTA, GA$7,055,603,661.00Regulatory AUM · August 2026
- JAMISON HANSON ADVISORS LLCCRD 139587 · SALEM, OR$212,048,671.00Regulatory AUM · August 2026
- JAMISON PRIVATE WEALTH MANAGEMENT, INC.CRD 109040 · MILTON, GA$1,052,573,881.00Regulatory AUM · August 2026
- JANA PARTNERS MANAGEMENT, LPCRD 292832 · NEW YORK, NY$2,286,390,039.00Regulatory AUM · August 2026
- JANNEY MONTGOMERY SCOTT LLCCRD 463 · PHILADELPHIA, PA$110,113,690,076.00Regulatory AUM · August 2026
- JANSEN WEALTH MANAGEMENT LLCCRD 317824 · ALTOONA, WI$132,294,100.00Regulatory AUM · August 2026
- JANUARY CAPITAL ADVISORS LLCCRD 177514 · SAN FRANCISCO, CA$193,212,864.00Regulatory AUM · August 2026
- JANUS HENDERSON INVESTORS US LLCCRD 104652 · DENVER, CO$380,428,751,746.00Regulatory AUM · August 2026
- JARAS FINANCIAL SERVICES, INC.CRD 282126$137,218,361.00Regulatory AUM · August 2026
- JASON A PRATTES FINANCIAL INCCRD 298746 · NEWPORT BEACH, CA$243,553,033.00Regulatory AUM · August 2026
- JASON W. QUALLSCRD 159192 · MURFREESBORO, TN$112,500,000.00Regulatory AUM · August 2026
- JASPER CAPITAL HONG KONG LIMITEDCRD 306114$118,471,040.00Regulatory AUM · August 2026
- JASPER RIDGE PARTNERS, L.P.CRD 144401 · FORT WORTH, TX$42,950,348,117.00Regulatory AUM · August 2026
- JAT CAPITAL MANAGEMENT LPCRD 311599 · GREENWICH, CT$228,471,001.00Regulatory AUM · August 2026
- JAYCO WEALTH MANAGEMENT, INC.CRD 171884$107,945,594.00Regulatory AUM · August 2026
- JAYKAY WEALTH ADVISORS, INC.CRD 170192 · HOUSTON, TX$173,758,937.00Regulatory AUM · August 2026
- JB CAPITAL LLCCRD 171168 · WETHERSFIELD, CT$2,784,487,616.00Regulatory AUM · August 2026
- JB INVESTMENTS MANAGEMENT, LLCCRD 309067$773,384,519.00Regulatory AUM · August 2026
- JB WEALTH ADVISORS LLCCRD 328441 · NASHVILLE, TNNot availableRegulatory AUM · August 2026
- JBGLOBAL.COM LLCCRD 119111 · NEW YORK, NY$120,945,234.00Regulatory AUM · August 2026
- JBR CO. FINANCIAL MANAGEMENT INC.CRD 117600 · ARDMORE, OK$318,309,587.00Regulatory AUM · August 2026
- JC CAPITAL ADVISORS GROUP LLCCRD 339298 · STAMFORD, CT$263,019,000.00Regulatory AUM · August 2026
- JCM STRATEGIC WEALTH PARTNERS LLCCRD 315220 · INDIANAPOLIS, IN$152,442,365.00Regulatory AUM · August 2026
- JCN FINANCIAL & TAX ADVISORY GROUP, LLCCRD 174358 · BATON ROUGE, LA$130,490,896.00Regulatory AUM · August 2026
- JCP INVESTMENT MANAGEMENT, LLCCRD 150635 · HOUSTON, TX$252,257,241.00Regulatory AUM · August 2026
- JCSD CAPITAL, LLCCRD 163084 · WALNUT CREEK, CA$214,564,336.00Regulatory AUM · August 2026
- JCT INVESTMENT COUNSEL, INC.CRD 112571 · AKRON, OH$129,130,191.00Regulatory AUM · August 2026
- JD EUROWAY CAPITAL PARTNERS LLCCRD 305102$2,201,300,000.00Regulatory AUM · August 2026
- JDH WEALTH MANAGEMENT, LLCCRD 112474 · SANTA ROSA, CA$494,918,850.00Regulatory AUM · August 2026
- JDM FINANCIAL GROUP LLCCRD 122057$352,799,208.00Regulatory AUM · August 2026
- JEFFERIES CREDIT MANAGEMENT LLCCRD 324525 · NEW YORK, NY$3,816,686,665.00Regulatory AUM · August 2026
- JEFFERIES CREDIT PARTNERS EUROPE LIMITEDCRD 336469$345,904,953.00Regulatory AUM · August 2026
- JEFFERIES FINANCE LLCCRD 162264 · NEW YORK, NY$24,594,811,631.00Regulatory AUM · August 2026
- JEFFERIES INVESTMENT ADVISERS LLCCRD 325421 · NEW YORK, NY$5,154,561,141.00Regulatory AUM · August 2026
- JEFFERIES RESEARCH SERVICES LLCCRD 292142 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- JEFFERSON BRIDGE CAPITAL, LLCCRD 325636 · NASHVILLE, TN$146,151,672.00Regulatory AUM · August 2026
- JEFFREY MATTHEWS WEALTH MANAGEMENT, LLCCRD 155392 · FLORHAM PARK, NJ$161,681,168.00Regulatory AUM · August 2026
- JEFFREY N. MEHLER, CFP LLCCRD 126681 · ESSEX, CT$416,150,092.00Regulatory AUM · August 2026
- JEMMA INVESTMENT ADVISORS LLCCRD 284198 · BALTIMORE, MD$139,832,219.00Regulatory AUM · August 2026
- JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLCCRD 312706 · PADUCAH, KY$240,125,414.00Regulatory AUM · August 2026
- JENNISON ASSOCIATES LLCCRD 107959 · NEW YORK, NY$214,839,169,153.00Regulatory AUM · August 2026
- JENNY WEAVER CAPITAL LLCCRD 336311 · SOUTHFIELD, MINot availableRegulatory AUM · August 2026
- JENSEN INVESTMENT MANAGEMENT INCCRD 105281 · LAKE OSWEGO, OR$6,477,451,866.00Regulatory AUM · August 2026
- JEPPSON WEALTH MANAGEMENT, LLCCRD 305552 · MANHATTAN BEACH, CA$763,237,260.00Regulatory AUM · August 2026
- JERICHO CAPITAL ASSET MANAGEMENT L.P.CRD 156701 · LOS ANGELES, CA$10,113,743,000.00Regulatory AUM · August 2026
- JERICHO FINANCIAL, LLPCRD 288801 · WESTERVILLE, OH$220,020,009.00Regulatory AUM · August 2026
- JESSUP WEALTH MANAGEMENT, INC.CRD 323035 · DAYTON, OH$360,187,044.00Regulatory AUM · August 2026
- JET WEALTH ADVISORSCRD 333645 · LA JOLLA, CA$546,543,000.00Regulatory AUM · August 2026
- JFA ADVISORS, LLCCRD 144039 · GREENVILLE, SC$175,000,000.00Regulatory AUM · August 2026
- JFR FINANCIAL SERVICES, INC.CRD 124456 · TRENTON, MI$276,643,936.00Regulatory AUM · August 2026
- JFS WEALTH ADVISORS, LLCCRD 145051 · HERMITAGE, PA$4,729,065,800.00Regulatory AUM · August 2026
- JGB CAPITAL MANAGEMENT L.P.CRD 163658 · WESTPORT, CT$421,041,047.00Regulatory AUM · August 2026
- JGC WEALTH MANAGEMENT, LLCCRD 165770 · SALEM, OR$132,030,176.00Regulatory AUM · August 2026
- JGP WEALTH MANAGEMENT, LLCCRD 290694 · BEND, OR$1,431,772,908.00Regulatory AUM · August 2026
- JHP WEALTH MANAGEMENT, LLCCRD 298784 · CENTENNIAL, CO$223,829,473.00Regulatory AUM · August 2026
- JIM MACKAY FINANCIAL PLANNING, LLCCRD 169583 · SPRINGFIELD, MO$176,042,555.00Regulatory AUM · August 2026
- JIM SAULNIER & ASSOCIATES, LLCCRD 169889 · FORT COLLINS, CO$286,384,613.00Regulatory AUM · August 2026
- JJP CAPITAL MANAGEMENT, INC.CRD 105374 · COLUMBIA, MO$389,876,403.00Regulatory AUM · August 2026
- JJSA ADVISORS, LTD.CRD 116460 · VIRGINIA BEACH, VA$154,336,256.00Regulatory AUM · August 2026
- JK PRIVATE WEALTH, LLCCRD 305987 · GLASTONBURY, CT$156,427,502.00Regulatory AUM · August 2026
- JLB & ASSOCIATES INCCRD 104655 · PLYMOUTH, MI$892,688,917.00Regulatory AUM · August 2026
- JLENSCRD 331778 · NEW YORK, NY$183,252,875.00Regulatory AUM · August 2026
- JLL PARTNERS FCH, INC.CRD 285184 · NEW YORK, NY$132,365,462.00Regulatory AUM · August 2026
- JLL PARTNERS, LLCCRD 285186 · NEW YORK, NY$7,404,084,958.00Regulatory AUM · August 2026
- JM FINANCIAL PRIVATE WEALTH, INC.CRD 341113 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- JM2 CAPITAL INC.CRD 292351 · EDMOND, OK$238,449,954.00Regulatory AUM · August 2026
- JMAC ENTERPRISES LLCCRD 312710 · NEWTOWN, PA$722,428,889.00Regulatory AUM · August 2026