All investment adviser firms · Page 99
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: July 2026 and August 2026
- MEMBERS ADVISORY GROUP, LLCCRD 153723 · WILLIAMSVILLE, NY$443,200,266.00Regulatory AUM · August 2026
- MEMBERS CAPITAL ADVISORS, INC.CRD 105960 · MADISON, WI$39,459,580,809.00Regulatory AUM · August 2026
- MEMBERS WEALTH LLCCRD 323778 · MEDIA, PA$279,553,593.00Regulatory AUM · August 2026
- MEMPHIS CAPITAL MANAGEMENT, LLCCRD 134522 · MEMPHIS, TN$268,585,723.00Regulatory AUM · August 2026
- MENCH FINANCIAL INCCRD 106689 · CINCINNATI, OH$130,576,494.00Regulatory AUM · August 2026
- MENDEL CAPITAL MANAGEMENT, LLCCRD 311919 · LITTLE ROCK, AR$272,328,997.00Regulatory AUM · August 2026
- MENDEL MONEY MANAGEMENT INCCRD 105974 · NORTHBROOK, IL$317,088,290.00Regulatory AUM · August 2026
- MENDON CAPITAL ADVISORS CORPCRD 113058 · KEY LARGO, FL$253,751,059.00Regulatory AUM · August 2026
- MENDOTA FINANCIAL GROUP, LLCCRD 136294 · MADISON, WI$254,196,000.00Regulatory AUM · August 2026
- MENDOZA PRIVATE WEALTH INC.CRD 329126 · MIAMI, FL$101,369,000.00Regulatory AUM · August 2026
- MENGIS CAPITAL MANAGEMENT, INC.CRD 117127 · PORTLAND, OR$903,477,305.00Regulatory AUM · August 2026
- MENLO ADVISORS LLCCRD 122721 · MENLO PARK, CA$369,717,504.00Regulatory AUM · August 2026
- MENLO EQUITIES V LLCCRD 162139 · MENLO PARK, CA$4,694,941,710.00Regulatory AUM · August 2026
- MENTOR CAPITAL MANAGEMENT INC.CRD 123176 · CHICAGO, IL$226,369,687.00Regulatory AUM · August 2026
- MEOW ADVISORY, LLCCRD 321099$1,376,948,188.00Regulatory AUM · August 2026
- MEP CAPITAL MANAGEMENT, LLCCRD 304299 · NEW YORK, NY$507,296,742.00Regulatory AUM · August 2026
- MERAKI CAPITAL PARTNERS LPCRD 342245 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- MERAMEC FINANCIAL PLANNERS, LLCCRD 335112 · CLAYTON, MO$1,126,899,736.00Regulatory AUM · August 2026
- MERCANTILE ADVISORS I, LLCCRD 165094 · WICHITA FALLS, TX$146,003,313.00Regulatory AUM · August 2026
- MERCATOR INVESTMENT MANAGEMENT LLCCRD 296809Not availableRegulatory AUM · August 2026
- MERCATOR MANAGEMENT (USA) LPCRD 318911 · PRINCETON, NJ$297,631,649.00Regulatory AUM · August 2026
- MERCED CAPITAL, L.P.CRD 137228 · MINNETONKA, MN$251,222,198.00Regulatory AUM · August 2026
- MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.CRD 327830 · DENVER, CO$205,589,000.00Regulatory AUM · August 2026
- MERCER GLOBAL ADVISORS INC.CRD 147363 · DENVER, CO$84,396,892,590.00Regulatory AUM · August 2026
- MERCER INVESTMENT SOLUTIONS LLCCRD 155919 · NEW YORK, NY$2,172,441,215.00Regulatory AUM · August 2026
- MERCER INVESTMENTS LLCCRD 133449 · BOSTON, MA$226,040,693,134.00Regulatory AUM · August 2026
- MERCHANTS INVESTMENT PARTNERS, LLCCRD 314794 · NEW YORK, NY$607,898,122.00Regulatory AUM · August 2026
- MERCURIO & ASSOCIATES INC.CRD 283632 · LOUISVILLE, KY$141,065,289.00Regulatory AUM · August 2026
- MERCURY ADVISORY, LLCCRD 308960 · SAN FRANCISCO, CA$17,939,211,643.00Regulatory AUM · August 2026
- MEREDITH WEALTH PLANNING LLCCRD 300019 · MARYVILLE, IL$478,744,219.00Regulatory AUM · August 2026
- MEREWETHER INVESTMENT MANAGEMENT, LPCRD 293711 · DALLAS, TX$6,908,781,626.00Regulatory AUM · August 2026
- MERGANSER CAPITAL MANAGEMENT, LLCCRD 169258 · BOSTON, MA$17,661,273,000.00Regulatory AUM · August 2026
- MERIDA CAPITAL HOLDINGS LLCCRD 287784 · RYE, NY$157,290,919.00Regulatory AUM · August 2026
- MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATIONCRD 161478 · WASHINGTON, DC$10,218,005,031.00Regulatory AUM · August 2026
- MERIDIAN ASSET MANAGEMENT, LLCCRD 154239$123,968,882.00Regulatory AUM · August 2026
- MERIDIAN FINANCIAL ADVISORS, LLCCRD 119679 · HOLLISTON, MA$283,927,964.00Regulatory AUM · August 2026
- MERIDIAN FINANCIAL PARTNERS LLCCRD 281969 · WARRENTON, VA$627,591,835.00Regulatory AUM · August 2026
- MERIDIAN INVESTMENT ADVISORS, INC.CRD 107593 · INDIANAPOLIS, IN$628,003,536.00Regulatory AUM · August 2026
- MERIDIAN INVESTMENT COUNSEL, INC.CRD 131655$723,422,254.00Regulatory AUM · August 2026
- MERIDIAN MANAGEMENT COCRD 110216 · LITTLE ROCK, AR$861,601,499.00Regulatory AUM · August 2026
- MERIDIAN WEALTH ADVISORS, LLCCRD 140991 · ALBUQUERQUE, NM$156,217,175.00Regulatory AUM · July 2026
- MERIDIAN WEALTH ADVISORS, LLCCRD 282609 · AUSTIN, TX$1,737,910,247.00Regulatory AUM · August 2026
- MERIDIAN WEALTH GROUP, LLCCRD 342462 · DADE CITY, FLNot availableRegulatory AUM · August 2026
- MERIDIAN WEALTH MANAGEMENT, LLCCRD 151523 · LEXINGTON, KY$4,983,377,516.00Regulatory AUM · August 2026
- MERIDIAN WEALTH MANAGEMENT, LLCCRD 285853$117,790,070.00Regulatory AUM · August 2026
- MERIDIAN WEALTH PARTNERS, LLCCRD 287768 · EAST NORRITON, PA$1,368,978,981.00Regulatory AUM · August 2026
- MERIDIANA MFO LLCCRD 306237 · CORAL GABLES, FL$441,877,759.00Regulatory AUM · August 2026
- MERIDIEM CAPITAL PARTNERS LPCRD 318498 · DALLAS, TX$2,150,412,638.00Regulatory AUM · August 2026
- MERION CAPITAL LLCCRD 135897Not availableRegulatory AUM · August 2026
- MERION REALTY ADVISERS, LLCCRD 158507 · WYNNEWOOD, PA$99,316,639.00Regulatory AUM · August 2026
- MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.CRD 156890 · CHICAGO, IL$991,083,096.00Regulatory AUM · August 2026
- MERIT CAPITAL PARTNERS VI, LLCCRD 341399 · CHICAGO, IL$448,206,508.00Regulatory AUM · August 2026
- MERIT ENERGY COMPANY, LLCCRD 109310 · DALLAS, TX$3,695,228,000.00Regulatory AUM · August 2026
- MERIT FINANCIAL GROUP, LLCCRD 142457 · ALPHARETTA, GA$23,875,298,692.00Regulatory AUM · August 2026
- MERIT FINANCIAL PARTNERS LLCCRD 141359 · MASPETH, NY$308,243,623.00Regulatory AUM · August 2026
- MERITAGE GROUP LPCRD 142622 · SAN FRANCISCO, CA$14,093,814,844.00Regulatory AUM · August 2026
- MERITAS WEALTH MANAGEMENT, LLCCRD 148565 · SAN RAFAEL, CA$618,946,502.00Regulatory AUM · August 2026
- MERITED WEALTH, LLCCRD 299549 · NORTH BAY VILLAGE, FL$186,147,824.00Regulatory AUM · August 2026
- MERITIS WEALTH MANAGEMENT, INC.CRD 336539 · POTOMAC, MD$224,394,856.00Regulatory AUM · August 2026
- MERIWETHER WEALTH & PLANNING, LLCCRD 310713 · MINDEN, LA$308,876,105.00Regulatory AUM · August 2026
- MERK INVESTMENTS LLCCRD 112305 · PALO ALTO, CA$3,712,185,193.00Regulatory AUM · August 2026
- MERKKURI WEALTH ADVISORS LLCCRD 330164 · JERICHO, NY$204,061,905.00Regulatory AUM · August 2026
- MEROS INVESTMENT MANAGEMENT, LPCRD 305152 · DALLAS, TX$320,966,607.00Regulatory AUM · August 2026
- MERRICKS CAPITAL PTY LTDCRD 157533$2,144,227,968.00Regulatory AUM · August 2026
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD 7691 · NEW YORK, NY$1,781,568,171,479.00Regulatory AUM · August 2026
- MERRION INVESTMENT MANAGEMENT CO, LLCCRD 139143 · CRANFORD, NJ$244,813,786.00Regulatory AUM · August 2026
- MERRITHEW & THORSTEN, INC.CRD 133563 · SAN DIEGO, CA$155,000,174.00Regulatory AUM · August 2026
- MERRITT POINT PARTNERS LLCCRD 298680 · OAKLAND, CA$636,104,895.00Regulatory AUM · August 2026
- MERRYFIELD BARNES, LLCCRD 159862 · ITHACA, NY$124,187,713.00Regulatory AUM · August 2026
- MESA WEST CAPITAL, LLCCRD 158959 · LOS ANGELES, CA$8,696,225,676.00Regulatory AUM · August 2026
- MESARETE CAPITAL (US) LLCCRD 340756Not availableRegulatory AUM · August 2026
- MESARETE CAPITAL LLPCRD 314600$4,746,123,950.00Regulatory AUM · August 2026
- MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.CRD 111135 · CHICAGO, IL$50,438,375,000.00Regulatory AUM · August 2026
- MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.CRD 112084 · CHICAGO, IL$6,944,406,839.00Regulatory AUM · August 2026
- MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.CRD 319065 · CHICAGO, ILNot availableRegulatory AUM · August 2026
- MESIROW RE-IA, INC.CRD 328098 · CHICAGO, IL$2,643,239,967.00Regulatory AUM · August 2026
- MESON QUANTITATIVE MANAGEMENT LLCCRD 332226 · SAN FRANCISCO, CA$1,088,540,347.00Regulatory AUM · August 2026
- MESSMER CAPITAL ADVISORS LLCCRD 305387 · MILFORD, OH$130,379,569.00Regulatory AUM · August 2026
- META INVESTMENT MANAGEMENT COMPANY LLCCRD 312540 · BROOKLYN, NY$3,871,052.00Regulatory AUM · August 2026
- METACAPITAL MANAGEMENT, L.P.CRD 138405 · NEW YORK, NY$1,305,596,834.00Regulatory AUM · August 2026
- METALMARK MANAGEMENT II LLCCRD 132008 · NEW YORK, NY$2,500,229,000.00Regulatory AUM · August 2026
- METANOIA FINANCIAL, LLCCRD 152366$138,738,666.00Regulatory AUM · August 2026
- METAURUS ADVISORS LLCCRD 314425 · HOBOKEN, NJ$1,579,325,985.00Regulatory AUM · August 2026
- METAVASI CAPITAL LPCRD 311581 · LARCHMONT, NY$420,591,323.00Regulatory AUM · August 2026
- METEORA CAPITAL, LLCCRD 313378 · BOCA RATON, FL$1,535,977,791.00Regulatory AUM · August 2026
- MÉTIER CAPITAL, LLCCRD 329009$188,338,526.00Regulatory AUM · August 2026
- METIS CAPITAL MANAGEMENT LLCCRD 133198$29,806,712.00Regulatory AUM · August 2026
- METIS GLOBAL PARTNERS, LLCCRD 167276 · SAN DIEGO, CA$5,668,863,355.00Regulatory AUM · August 2026
- METIS WEALTH MANAGEMENT & PLANNING LLCCRD 305086 · BLUFFTON, SC$114,852,391.00Regulatory AUM · August 2026
- METLIFE INVESTMENT MANAGEMENT, LLCCRD 142463 · WHIPPANY, NJ$563,779,494,417.00Regulatory AUM · August 2026
- METRONOME CAPITAL LLPCRD 311170$244,852,628.00Regulatory AUM · August 2026
- METROPOLIS CAPITAL LIMITEDCRD 291699$5,065,266,000.00Regulatory AUM · August 2026
- METROPOLITAN PARTNERS GROUP MANAGEMENT, LLCCRD 289048 · NEW YORK, NY$1,788,408,969.00Regulatory AUM · August 2026
- METROPOLITAN WEST ASSET MANAGEMENT LLCCRD 104571 · LOS ANGELES, CA$78,524,815,779.00Regulatory AUM · August 2026
- METZLER-PAYDEN, LLCCRD 108870 · LOS ANGELES, CA$1,264,589,316.00Regulatory AUM · August 2026
- MEYER CAPITAL MANAGEMENT LLC.CRD 106904 · CINCINNATI, OH$190,762,272.00Regulatory AUM · August 2026
- MEYER GATES FINANCIAL ADVISORS, INCCRD 125046 · WEST CHESTER, OH$168,660,533.00Regulatory AUM · August 2026
- MEYER HANDELMAN COMPANY LLCCRD 107309 · RYE BROOK, NY$3,237,166,026.00Regulatory AUM · August 2026
- MEYERS WEALTH MANAGEMENT, LLCCRD 289801 · COLUMBUS, OH$1,926,800,000.00Regulatory AUM · August 2026
- MEZZASALMA ADVISORS, LLCCRD 129045 · TINTON FALLS, NJ$534,421,615.00Regulatory AUM · August 2026