All investment adviser firms · Page 98
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- MCALISTER, SWEET & ASSOCIATES, INC.CRD 290626 · HOUSTON, TX$224,207,084.00Regulatory AUM · August 2026
- MCALLISTER CAPITAL MANAGEMENT CORPORATIONCRD 115613 · JACKSON, MS$306,161,569.00Regulatory AUM · August 2026
- MCALVANY WEALTH MANAGEMENT, LLCCRD 146021 · DURANGO, CO$224,230,606.00Regulatory AUM · August 2026
- MCBREARTY CAPITAL MANAGEMENT INCCRD 108972 · KNOXVILLE, TN$279,700,170.00Regulatory AUM · August 2026
- MCBROOM & ASSOCIATES, LLCCRD 151187 · LAS VEGAS, NV$242,094,579.00Regulatory AUM · August 2026
- MCCARLEY & COOK LLCCRD 310087 · CINCINNATI, OH$169,055,195.00Regulatory AUM · August 2026
- MCCARTER PRIVATE WEALTH SERVICES LLCCRD 108191 · BOSTON, MA$427,720,202.00Regulatory AUM · August 2026
- MCCARTHY ASSET MANAGEMENT, INC.CRD 118285 · REDWOOD SHORES, CA$422,403,865.00Regulatory AUM · August 2026
- MCCARTNEY WEALTH MANAGEMENT LLCCRD 154722 · SAINT LOUIS, MO$220,729,425.00Regulatory AUM · August 2026
- MCCAY WEALTH ADVISORY LLCCRD 286503 · MANCHESTER, TN$495,389,747.00Regulatory AUM · August 2026
- MCCLARREN FINANCIAL ADVISORS, INC.CRD 122147 · STATE COLLEGE, PA$453,000,000.00Regulatory AUM · August 2026
- MCCOLLUM CHRISTOFERSON GROUP, LLCCRD 268812 · AMHERST, NY$415,847,084.00Regulatory AUM · August 2026
- MCCORMACK FINANCIAL PLANNING INC.CRD 136857 · ATLANTA, GA$115,737,255.00Regulatory AUM · August 2026
- MCCULLEY FINANCIAL GROUP, LLCCRD 154891 · WESTCHESTER, IL$188,677,227.00Regulatory AUM · August 2026
- MCD-KISSNER GP, LLCCRD 336165 · OVERLAND PARK, KS$1,017,618,502.00Regulatory AUM · August 2026
- MCDERMOTT INVESTMENT ADVISORS, LLCCRD 132221 · NAPLES, FL$203,288,172.00Regulatory AUM · August 2026
- MCDONALD CAPITAL INVESTORS INCCRD 105562 · ORINDA, CA$1,857,431,822.00Regulatory AUM · August 2026
- MCDONALD FINANCIAL SERVICES, LLCCRD 282899 · MONTGOMERY, AL$443,547,941.00Regulatory AUM · August 2026
- MCDONALD PARTNERS LLCCRD 135414 · CLEVELAND, OH$1,279,273,513.00Regulatory AUM · August 2026
- MCDONNELL WEALTH MANAGEMENT, LLCCRD 164252 · FRANKFORT, IL$166,690,509.00Regulatory AUM · August 2026
- MCDONOUGH CAPITAL MANAGEMENT, INC.CRD 143767 · ORLANDO, FL$258,240,524.00Regulatory AUM · August 2026
- MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLCCRD 115120 · DALLAS, TX$663,171,788.00Regulatory AUM · August 2026
- MCF ADVISORS, LLCCRD 130372 · LEXINGTON, KY$4,684,530,591.00Regulatory AUM · August 2026
- MCG ADVISORS LLCCRD 342252 · RYE, NHNot availableRegulatory AUM · August 2026
- MCGINN PENNINGER INVESTMENT MANAGEMENT INC.CRD 107396 · ALEXANDRIA, VA$204,440,844.00Regulatory AUM · August 2026
- MCGINTY ROAD PARTNERS, LPCRD 290390 · MINNETONKA, MN$645,978,115.00Regulatory AUM · August 2026
- MCGLONE SUTTNER WEALTH MANAGEMENT, INC.CRD 149830 · APPLETON, WI$1,005,855,882.00Regulatory AUM · August 2026
- MCGOWAN & CO LLPCRD 108736 · BRYN MAWR, PA$655,611,187.00Regulatory AUM · August 2026
- MCGOWAN GROUP ASSET MANAGEMENT, INC.CRD 154127 · DALLAS, TX$1,083,076,071.00Regulatory AUM · August 2026
- MCGRATH & ASSOCIATES, INC.CRD 121197 · ASHEVILLE, NC$155,898,135.00Regulatory AUM · August 2026
- MCGUIRE CAPITAL ADVISORS, INC.CRD 164549 · BETHANY, OK$202,424,203.00Regulatory AUM · August 2026
- MCGUIRE INVESTMENT GROUP, LLCCRD 296271 · WAKEFIELD, RI$1,061,093,863.00Regulatory AUM · August 2026
- MCILRATH & ECK, LLCCRD 145252 · ARLINGTON, WA$1,364,902,010.00Regulatory AUM · August 2026
- MCINROY & WOOD LIMITEDCRD 316199$2,385,102,940.00Regulatory AUM · August 2026
- MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.CRD 105522 · ORLEANS, MA$172,003,910.00Regulatory AUM · August 2026
- MCKINLEY ALASKA PRIVATE INVESTMENT, LLCCRD 319075 · ANCHORAGE, AK$206,225,201.00Regulatory AUM · August 2026
- MCKINLEY CARTER WEALTH SERVICES, INC.CRD 135184 · WHEELING, WV$2,306,284,068.00Regulatory AUM · August 2026
- MCKINLEY FINANCIAL ADVISORS INCCRD 282443 · BROOKVILLE, PA$117,248,954.00Regulatory AUM · August 2026
- MCKINLEY MONEY, LLCCRD 145571 · EAU-CLAIRE, WI$163,729,560.00Regulatory AUM · August 2026
- MCKINNEY CAPITAL MANAGEMENT LLCCRD 338774 · HOUSTON, TX$246,134,643.00Regulatory AUM · August 2026
- MCKINNEY CAPITAL, LLCCRD 315545 · BIRMINGHAM, AL$90,960,929.00Regulatory AUM · August 2026
- MCLAUGHLIN ASSET MANAGEMENT, INC.CRD 125735 · DANVILLE, IL$176,147,241.00Regulatory AUM · August 2026
- MCLAUGHLIN RYDER INVESTMENTS, INC.CRD 147529 · ALEXANDRIA, VA$522,091,202.00Regulatory AUM · August 2026
- MCLEAN ASSET MANAGEMENT CORPORATIONCRD 108067 · TYSONS, VA$993,930,145.00Regulatory AUM · August 2026
- MCM ADVISERS, LPCRD 110656 · ORINDA, CA$118,411,793.00Regulatory AUM · August 2026
- MCMAHAN CAPITAL MANAGEMENT LLCCRD 109140 · CARMEL, IN$135,878,250.00Regulatory AUM · August 2026
- MCMILL WEALTH INCCRD 129015 · NORFOLK, NE$862,276,146.00Regulatory AUM · August 2026
- MCMILLAN OFFICE, INC.CRD 157836 · ST. CLAIR SHORES, MI$913,684,095.00Regulatory AUM · August 2026
- MCMORGAN & COMPANY LLCCRD 115060 · SAN FRANCISCO, CA$7,609,155,605.00Regulatory AUM · August 2026
- MCNALLY ADVISORS, LLCCRD 158707 · CHICAGO, IL$680,921,960.00Regulatory AUM · August 2026
- MCNAMARA FINANCIAL SERVICES, INC.CRD 154311 · MARSHFIELD, MA$797,882,019.00Regulatory AUM · August 2026
- MCNAUGHTON WEALTH MANAGEMENT, LLCCRD 300330 · SAN DIEGO, CA$291,623,458.00Regulatory AUM · August 2026
- MCNEILL CAPITAL, LLCCRD 154517 · SARATOGA SPRINGS, NY$40,619,424.00Regulatory AUM · August 2026
- MCP ADVISERS, LLCCRD 328391 · ATLANTA, GA$400,000,000.00Regulatory AUM · August 2026
- MCP MANAGEMENT, LPCRD 324518 · AUSTIN, TX$2,698,587,008.00Regulatory AUM · August 2026
- MCQUEEN FINANCIAL ADVISORS II, INC.CRD 109325 · CLAWSON, MI$10,093,855,538.00Regulatory AUM · August 2026
- MCR FUND MANAGEMENT LLCCRD 315098 · DALLAS, TX$4,582,543,467.00Regulatory AUM · August 2026
- MCRAE CAPITAL MANAGEMENT INC.CRD 104567 · MORRISTOWN, NJ$795,025,614.00Regulatory AUM · August 2026
- MCS FINANCIAL ADVISORS LLCCRD 106327$162,620,869.00Regulatory AUM · August 2026
- MCT ENTERTAINMENT ADVISORS LLCCRD 328135 · WEST HOLLYWOOD, CA$154,005,499.00Regulatory AUM · August 2026
- MCW FINANCIAL, INC.CRD 157609 · CRESCENT SPRINGS, KY$160,806,297.00Regulatory AUM · August 2026
- MD WEALTH ADVISORS INCCRD 304595 · CRANFORD, NJ$105,204,224.00Regulatory AUM · August 2026
- MD WEALTH MANAGEMENT, LLCCRD 297823 · CHELSEA, MI$109,904,649.00Regulatory AUM · August 2026
- MDRN CAPITAL, LLCCRD 325950 · ANNAPOLIS, MD$338,630,429.00Regulatory AUM · August 2026
- MDT FINANCIAL ADVISORS, LLCCRD 340925 · WEBSTER, TX$294,032,544.00Regulatory AUM · August 2026
- MEADOW CAPITAL MANAGEMENT LLCCRD 161322 · NEW YORK, NY$5,966,941,631.00Regulatory AUM · August 2026
- MEADOW CREEK WEALTH ADVISORS, LLCCRD 297796 · ATLANTA, GA$728,026,235.00Regulatory AUM · August 2026
- MEADOWBROOK ADVISORS GROUP, LLCCRD 337223$321,013,138.00Regulatory AUM · August 2026
- MEADOWBROOK INVESTMENT ADVISORS LLCCRD 109960 · LIVONIA, MI$185,155,914.00Regulatory AUM · August 2026
- MEADOWBROOK WEALTH MANAGEMENT, LLCCRD 110508 · GARDEN CITY, NY$110,100,000.00Regulatory AUM · August 2026
- MEAG NEW YORK CORPORATIONCRD 321962 · NEW YORK, NY$44,869,000,000.00Regulatory AUM · August 2026
- MEANINGFUL PARTNERS LLCCRD 306169 · EL SEGUNDO, CA$615,215,704.00Regulatory AUM · August 2026
- MEANS INVESTMENT CO., INC.CRD 2748 · BANGOR, ME$1,594,606,299.00Regulatory AUM · August 2026
- MEASURED RISK PORTFOLIOS, INC.CRD 141422 · SAN DIEGO, CA$597,205,588.00Regulatory AUM · August 2026
- MEASURED WEALTH PRIVATE CLIENT GROUP, LLCCRD 170442 · PORTSMOUTH, NH$528,341,951.00Regulatory AUM · August 2026
- MED VENTURE MANAGEMENT, LLCCRD 335443 · SALT LAKE CITY, UT$495,249,182.00Regulatory AUM · August 2026
- MEDALIST PARTNERS LPCRD 292747 · NEW YORK, NY$2,442,898,897.00Regulatory AUM · August 2026
- MEDALLION WEALTH ADVISORS, LLCCRD 156064 · FARMINGTON, CT$516,929,147.00Regulatory AUM · August 2026
- MEDICI CAPITAL LLCCRD 308394 · NEWPORT BEACH, CA$215,842,119.00Regulatory AUM · August 2026
- MEDICUS WEALTH PLANNING, INC.CRD 282904 · DRAPER, UT$160,839,869.00Regulatory AUM · August 2026
- MEDINA VALUE PARTNERS, LLCCRD 155192 · LOS ANGELES, CA$717,193,842.00Regulatory AUM · August 2026
- MEDIQUS ASSET ADVISORS INCCRD 107694 · CHICAGO, IL$1,456,099,307.00Regulatory AUM · August 2026
- MEDLEY PARTNERS MANAGEMENT LLCCRD 289836 · SAN FRANCISCO, CA$6,963,380,075.00Regulatory AUM · August 2026
- MEEDER ADVISORY SERVICES, INCCRD 106814 · DUBLIN, OH$2,862,783,759.00Regulatory AUM · August 2026
- MEEDER ASSET MANAGEMENT, INCCRD 105794 · DUBLIN, OH$3,325,832,263.00Regulatory AUM · August 2026
- MEEDER PUBLIC FUNDS, INC.CRD 106816 · DUBLIN, OH$70,162,169,136.00Regulatory AUM · August 2026
- MEG GREEN & ASSOCIATES, INC.CRD 284866 · PLANTATION, FL$1,017,902,995.00Regulatory AUM · August 2026
- MEIXLER INVESTMENT MANAGEMENT, LTD.CRD 168223 · SHOW LOW, AZ$228,353,048.00Regulatory AUM · August 2026
- MEKETA CAPITAL, LLCCRD 328303 · DENVER, CO$106,582,146.00Regulatory AUM · August 2026
- MEKETA FIDUCIARY MANAGEMENT, LLCCRD 323605 · CARLSBAD, CA$20,144,000,000.00Regulatory AUM · August 2026
- MEKETA INVESTMENT GROUP INCCRD 110601 · WESTWOOD, MA$9,992,100,000.00Regulatory AUM · August 2026
- MELD FINANCIAL, INC.CRD 118896 · BIRMINGHAM, AL$776,399,278.00Regulatory AUM · August 2026
- MELFA WEALTH MANAGEMENT, INC.CRD 315131 · WESTBOROUGH, MA$348,829,624.00Regulatory AUM · August 2026
- MELIA GROUP LLCCRD 145402 · TULSA, OK$560,110,616.00Regulatory AUM · August 2026
- MELIORA CAPITAL, LLCCRD 172367 · TULSA, OK$174,816,740.00Regulatory AUM · August 2026
- MELKONIAN CAPITAL MANAGEMENT, LLCCRD 162543 · NEW YORK, NY$375,497,707.00Regulatory AUM · August 2026
- MELLON INVESTMENTS CORPORATIONCRD 105764 · PITTSBURGH, PA$873,866,603,349.00Regulatory AUM · August 2026
- MELODEON CAPITAL PARTNERS, LPCRD 300896 · MIAMI, FL$340,570,051.00Regulatory AUM · August 2026
- MELONE PRIVATE WEALTH, LLCCRD 311638 · AUBURN HILLS, MI$313,234,000.00Regulatory AUM · August 2026
- MELQART ASSET MANAGEMENT (UK) LTDCRD 287888$2,868,292,772.00Regulatory AUM · August 2026