All investment adviser firms · Page 97
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- MARTIN, JAVAN VONCRD 335035$952,268,515.00Regulatory AUM · August 2026
- MARTINGALE ASSET MANAGEMENT LPCRD 108526 · BOSTON, MA$4,177,115,595.00Regulatory AUM · August 2026
- MARTINSEN WEALTH MANAGEMENT, LLCCRD 332433 · TEMPE, AZ$143,208,495.00Regulatory AUM · August 2026
- MARTIS CAPITAL MANAGEMENT, LLCCRD 296437 · WASHINGTON, DC$2,459,367,996.00Regulatory AUM · August 2026
- MARVEL FINANCIAL PLANNING, INC.CRD 327420$139,393,628.00Regulatory AUM · August 2026
- MARVIN & PALMER ASSOCIATESCRD 105399 · WILMINGTON, DE$195,696,579.00Regulatory AUM · August 2026
- MARY & PIP INVESTMENTS, LLCCRD 338656$2,214.00Regulatory AUM · August 2026
- MARYLAND CAPITAL ADVISORS, INC.CRD 134875 · CHESTER, MD$490,763,859.00Regulatory AUM · August 2026
- MAS ADVISORS LLCCRD 165906 · CORAL GABLES, FL$2,556,217,487.00Regulatory AUM · August 2026
- MASCAGNI WEALTH MANAGEMENT, INC.CRD 115046 · CLINTON, MS$424,500,000.00Regulatory AUM · August 2026
- MASCOMA WEALTH MANAGEMENT LLCCRD 174907 · HANOVER, NH$567,753,044.00Regulatory AUM · August 2026
- MASECO ASIA LIMITEDCRD 310966$106,095,146.00Regulatory AUM · August 2026
- MASECO LLPCRD 147686$4,957,724,955.00Regulatory AUM · August 2026
- MASON & ASSOCIATES, INC.CRD 141303 · LOS ANGELES, CA$828,735,152.00Regulatory AUM · August 2026
- MASON & ASSOCIATES, LLCCRD 307206 · NEWPORT NEWS, VA$471,360,944.00Regulatory AUM · August 2026
- MASON CAPITAL MANAGEMENT LLCCRD 158797 · NEW YORK, NY$2,237,452,245.00Regulatory AUM · August 2026
- MASON INVESTMENT ADVISORY SERVICES INCCRD 111113 · RESTON, VA$15,671,432,130.00Regulatory AUM · August 2026
- MASON INVESTMENTS LIMITEDCRD 167670Not availableRegulatory AUM · August 2026
- MASON STREET ADVISORS, LLCCRD 114085 · MILWAUKEE, WI$39,079,170,300.00Regulatory AUM · August 2026
- MASON WELLS, INC.CRD 173069 · MILWAUKEE, WI$1,420,286,011.00Regulatory AUM · August 2026
- MASONRY CAPITAL MANAGEMENT, LLCCRD 292664 · CHARLOTTESVILLE, VA$370,494,645.00Regulatory AUM · August 2026
- MASSACHUSETTS FINANCIAL SERVICES COMPANYCRD 110045 · BOSTON, MA$514,051,177,297.00Regulatory AUM · August 2026
- MASSACHUSETTS WEALTH MANAGEMENT, LLCCRD 160235 · NORTH ANDOVER, MA$301,486,276.00Regulatory AUM · August 2026
- MASTER'S WEALTH MANAGEMENT INC.CRD 328693 · LEOLA, PA$589,513,898.00Regulatory AUM · August 2026
- MASTERPIECE CAPITAL, LLCCRD 290075 · AUSTIN, TX$124,918,080.00Regulatory AUM · August 2026
- MASTERS CAPITAL MANAGEMENT, L.L.C.CRD 137605 · ATLANTA, GA$804,599,172.00Regulatory AUM · August 2026
- MASTERTON CAPITAL MANAGEMENT, LPCRD 308917 · NEW YORK, NY$293,137,186.00Regulatory AUM · August 2026
- MASTERWORKS ADVISERS, LLCCRD 324239 · NEW YORK, NY$8,063,964.00Regulatory AUM · August 2026
- MASTODON ADVISORY GROUP, LLCCRD 283494$492,475,339.00Regulatory AUM · August 2026
- MASUS FINANCIAL GROUP, LTD.CRD 174339 · BATAVIA, IL$190,630,230.00Regulatory AUM · August 2026
- MATAURO, LLCCRD 333038 · NEW YORK, NY$1,047,284,784.00Regulatory AUM · August 2026
- MATCH GRADE ADVISORS, LLCCRD 299181 · GREENVILLE, SC$479,384,674.00Regulatory AUM · August 2026
- MATERETSKY FINANCIAL GROUP, INC.CRD 292353 · BOYNTON BEACH, FL$720,764,738.00Regulatory AUM · August 2026
- MATHESON & ROCK WEALTH MANAGEMENT, LLCCRD 289603 · DAVENPORT, IA$530,000,000.00Regulatory AUM · August 2026
- MATIENZO LAFFOURCADE, JUAN FRANCISCOCRD 310936$41,633,589.00Regulatory AUM · August 2026
- MATRIARCH WEALTH MANAGEMENT, LLCCRD 327099$267,348,262.00Regulatory AUM · August 2026
- MATRIX ASSET ADVISORS INCCRD 107408 · WHITE PLAINS, NY$1,397,521,025.00Regulatory AUM · August 2026
- MATRIX CAPITAL MANAGEMENT COMPANY, LPCRD 160066 · PORTSMOUTH, NH$2,323,707,296.00Regulatory AUM · August 2026
- MATRIX PLANNING INCCRD 110812 · SANTA MONICA, CA$121,375,926.00Regulatory AUM · August 2026
- MATRIX PRIVATE CAPITAL GROUP LLCCRD 285531 · CHICAGO, IL$560,983,684.00Regulatory AUM · August 2026
- MATSON CAPITAL LLCCRD 335193 · MASON, OHNot availableRegulatory AUM · August 2026
- MATSON FINANCIAL ADVISORS, INC.CRD 122480 · DANBURY, CT$518,854,653.00Regulatory AUM · August 2026
- MATSON MONEY, INC.CRD 110425 · MASON, OH$24,328,585,878.00Regulatory AUM · August 2026
- MATTER, LLCCRD 106806 · ST LOUIS, MO$3,811,053,690.00Regulatory AUM · August 2026
- MATTERHORN CAPITAL ADVISORS, LLCCRD 309960 · WEST CONSHOHOCKEN, PA$396,377,016.00Regulatory AUM · August 2026
- $7,124,393.00Regulatory AUM · August 2026
- MATTERHORN INVESTMENT MANAGEMENT LLPCRD 139221$8,371,899.00Regulatory AUM · August 2026
- MATTERN CAPITAL MANAGEMENT, LLCCRD 299342 · LAKEWOOD, CO$1,073,680,572.00Regulatory AUM · August 2026
- MATTERN WEALTH MANAGEMENT LLCCRD 304520 · LAWRENCE, KS$579,025,968.00Regulatory AUM · August 2026
- MATTERS CAPITAL LLCCRD 333776 · CORAL GABLES, FL$296,786,932.00Regulatory AUM · August 2026
- MATTHEW 25 MANAGEMENT CORPCRD 104566 · AMBLER, PA$315,935,375.00Regulatory AUM · August 2026
- MATTHEW GOFF INVESTMENT ADVISOR, LLCCRD 114796 · HOUSTON, TX$674,352,587.00Regulatory AUM · August 2026
- MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLCCRD 106054 · SAN FRANCISCO, CA$6,634,291,608.00Regulatory AUM · August 2026
- MATTHIAS PRIVATE WEALTH, LLCCRD 289761 · WINTER PARK, FL$242,839,136.00Regulatory AUM · August 2026
- MATTSON FINANCIAL SERVICES, LLCCRD 153067 · KENTWOOD, MI$514,980,868.00Regulatory AUM · August 2026
- MATTY AI INC.CRD 317016 · GREENVILLE, SC$39,330.00Regulatory AUM · August 2026
- MAUNEY-PITT FINANCIAL MANAGEMENT, INC.CRD 337870 · SHELBY, NC$418,000,000.00Regulatory AUM · August 2026
- MAUREEN A. WHELANCRD 140357$77,359,453.00Regulatory AUM · August 2026
- MAVEN CAPITAL PARTNERS, LLCCRD 300626 · ATLANTA, GA$152,900,049.00Regulatory AUM · August 2026
- MAVEN EQUITY PARTNERS, LLCCRD 304461 · LARKSPUR, CA$250,289,785.00Regulatory AUM · August 2026
- MAVEN ROYALTY PARTNERS, LLCCRD 288377 · SHREVEPORT, LA$241,355,014.00Regulatory AUM · August 2026
- MAVERICK CAPITAL LTDCRD 108262 · DALLAS, TX$15,846,499,306.00Regulatory AUM · August 2026
- MAVERICK REAL ESTATE PARTNERS LLCCRD 269825 · NEW YORK, NY$791,797,776.00Regulatory AUM · August 2026
- MAVROS CAPITAL MANAGEMENT, LLCCRD 327785 · NEW YORK, NY$32,102,083.00Regulatory AUM · August 2026
- MAVS WEALTH MANAGEMENT GROUP, LLCCRD 337364 · ST. PETERSBURG, FLNot availableRegulatory AUM · August 2026
- MAWER INVESTMENT MANAGEMENT LTD.CRD 159100$40,940,394,256.00Regulatory AUM · August 2026
- MAXELE ADVISORS, LLCCRD 165129 · WEBSTER GROVES, MO$201,565,331.00Regulatory AUM · August 2026
- MAXIM CAPITAL GROUP, LLCCRD 288321 · NEW YORK, NY$2,189,298,777.00Regulatory AUM · August 2026
- MAXIM FINANCIAL ADVISORS LLCCRD 139366 · NEW YORK, NY$445,461,887.00Regulatory AUM · August 2026
- MAXIMAI INVESTMENT PARTNERS, LLCCRD 284919 · CORAL GABLES, FL$695,829,702.00Regulatory AUM · August 2026
- MAXQ ASSET MANAGEMENT LLCCRD 336560 · GREENWOOD VILLAGE, CO$407,749,700.00Regulatory AUM · August 2026
- MAXWELL STREET CAPITAL PARTNERS, LPCRD 329585 · EVANSTON, IL$284,297,177.00Regulatory AUM · August 2026
- MAY HILL CAPITAL, LLCCRD 332076 · COHASSET, MA$548,601,789.00Regulatory AUM · August 2026
- MAY RIVER CAPITAL, LLCCRD 166007 · CHICAGO, IL$1,086,608,293.00Regulatory AUM · August 2026
- MAY, WILLIAM MICHAELCRD 135127$166,999,000.00Regulatory AUM · August 2026
- MAYA ADVISORS, INC.CRD 144325 · PALO ALTO, CA$138,238,863.00Regulatory AUM · August 2026
- MAYFAIR ADVISORY GROUP, LLCCRD 304668 · BIRMINGHAM, AL$806,422,657.00Regulatory AUM · August 2026
- MAYFIELD ADVISORS, INC.CRD 144072 · PALO ALTO, CA$143,464,721.00Regulatory AUM · August 2026
- MAYFLOWER FINANCIAL ADVISORS, LLCCRD 307857 · BOSTON, MA$5,815,579,654.00Regulatory AUM · August 2026
- MAYNERICH FINANCIALCRD 331546 · VIRDEN, IL$122,522,409.00Regulatory AUM · August 2026
- MAYPORT, LLCCRD 288215$694,906,748.00Regulatory AUM · August 2026
- MAYTAL ASSET MANAGEMENT LLCCRD 168812 · WHITE PLAINS, NY$125,307,034.00Regulatory AUM · August 2026
- MAYTECH GLOBAL INVESTMENTS, LLCCRD 285985 · NEW YORK, NY$895,132,001.00Regulatory AUM · August 2026
- MAYTUS CAPITAL MANAGEMENT, LLCCRD 288640 · NEW YORK, NY$597,808,278.00Regulatory AUM · August 2026
- MAZARS USA WEALTH ADVISORS LLCCRD 133936 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- MAZE INVESTMENTS, LLCCRD 153913 · LOS ANGELES, CA$45,749,000.00Regulatory AUM · August 2026
- MB FAMILY ADVISORS, LLCCRD 166324 · NEW YORK, NY$204,073,110.00Regulatory AUM · August 2026
- MB GENERATIONAL WEALTH, LLCCRD 327967 · SPOKANE, WA$404,425,850.00Regulatory AUM · August 2026
- MB GLOBAL ADVISERS, LLCCRD 166823 · NEW YORK, NY$562,468,675.00Regulatory AUM · August 2026
- MB, LEVIS & ASSOCIATES,LLCCRD 164197 · CENTER VALLEY, PA$411,582,981.00Regulatory AUM · August 2026
- MBA ADVISORS LLCCRD 168073 · HERMITAGE, PA$342,613,223.00Regulatory AUM · August 2026
- MBE WEALTH MANAGEMENT, LLCCRD 165516 · TOMAH, WI$977,101,000.00Regulatory AUM · August 2026
- MBF HEALTHCARE MANAGEMENT II, LLCCRD 283576 · CORAL GABLES, FL$235,034,989.00Regulatory AUM · August 2026
- MBL WEALTH, LLCCRD 305176 · CHARLOTTE, NC$1,422,868,828.00Regulatory AUM · August 2026
- MBM WEALTH CONSULTANTS, LLCCRD 169091 · CHESTERFIELD, MO$476,665,130.00Regulatory AUM · August 2026
- MBX INVESTORS LLCCRD 339299 · FARMINGTON HILLS, MI$457,817,644.00Regulatory AUM · August 2026
- MC CREDIT PARTNERS LPCRD 167929 · STAMFORD, CT$4,941,732,918.00Regulatory AUM · August 2026
- MCA CROSS BORDER ADVISORS INC.CRD 168125$31,097,135.00Regulatory AUM · August 2026
- MCA CROSS BORDER CAPITAL INC.CRD 327516$64,569,177.00Regulatory AUM · August 2026
- MCADAM LLCCRD 170914 · RADNOR, PA$2,678,322,349.00Regulatory AUM · August 2026