Investment adviser firms: $1 billion to under $10 billion in regulatory AUM · Page 19
Grouped by reported regulatory assets under management in each firm's displayed source month. Missing or quarantined AUM is excluded; exact zero is included. These groups do not rank performance or quality.
4,032 firms · Source months shown: July 2026 and August 2026
- HUNTER PERKINS CAPITAL MANAGEMENT, LLCCRD 309050 · LOMBARD, IL$1,089,104,294.00Regulatory AUM · August 2026
- HUNTER POINT CAPITAL LPCRD 310871 · NEW YORK, NY$7,811,162,178.00Regulatory AUM · August 2026
- HURON CAPITAL PARTNERS LLCCRD 157060 · DETROIT, MI$1,022,452,268.00Regulatory AUM · August 2026
- HV MANCO, LLCCRD 315050 · NEWARK, NJ$3,877,995,518.00Regulatory AUM · August 2026
- IAG WEALTH PARTNERS, LLCCRD 109721 · WAUKESHA, WI$1,868,964,951.00Regulatory AUM · August 2026
- IBEX INVESTORS LLCCRD 126496 · DENVER, CO$1,160,462,894.00Regulatory AUM · August 2026
- IBEX WEALTH ADVISORS, LLCCRD 168674 · WEST PALM BEACH, FL$1,284,279,818.00Regulatory AUM · August 2026
- ICAPITAL FUND ADVISORS LLCCRD 330352 · NEW YORK, NY$1,132,610,070.00Regulatory AUM · August 2026
- ICAPITAL REGISTERED FUND ADVISER LLCCRD 310587 · NEW YORK, NY$1,217,827,502.00Regulatory AUM · August 2026
- ICAPITAL, LLCCRD 122816 · BOSTON, MA$1,452,570,340.00Regulatory AUM · August 2026
- ICG ADVISORS, LLCCRD 148066 · LOS ANGELES, CA$7,923,326,124.00Regulatory AUM · August 2026
- ICON INFRASTRUCTURE NORTH AMERICA INC.CRD 306800 · NEW YORK, NY$2,524,951,026.00Regulatory AUM · August 2026
- ICON WEALTH ADVISORS, LLCCRD 319609 · HOUSTON, TX$2,577,331,139.00Regulatory AUM · August 2026
- IFC ADVISORS LLCCRD 332157 · LOS ANGELES, CA$2,344,170,698.00Regulatory AUM · August 2026
- IFG ADVISORS, LLCCRD 172329 · ST. LOUIS, MO$1,030,000,000.00Regulatory AUM · August 2026
- IFG ADVISORY, LLCCRD 168012 · ATLANTA, GA$4,759,187,483.00Regulatory AUM · August 2026
- IGNITE PLANNERS LLCCRD 289797 · SAN CLEMENTE, CA$1,136,946,561.00Regulatory AUM · August 2026
- IGP INDUSTRIES, LLCCRD 157214 · SAN FRANCISCO, CA$1,854,246,780.00Regulatory AUM · August 2026
- IHT WEALTH MANAGEMENT LLCCRD 171481 · CHICAGO, IL$9,801,751,527.00Regulatory AUM · August 2026
- ILS ADVISORY SERVICES, LLCCRD 333054 · NASHVILLE, TN$1,578,761,274.00Regulatory AUM · August 2026
- IM GLOBAL PARTNER FUND MANAGEMENT LLCCRD 110005 · EL SEGUNDO, CA$3,967,750,918.00Regulatory AUM · August 2026
- IMA ADVISORY SERVICES, INC.CRD 112091 · DENVER, CO$3,904,795,950.00Regulatory AUM · August 2026
- IMPACT PARTNERSHIP WEALTH, LLCCRD 313928 · MARIETTA, GA$2,963,975,229.00Regulatory AUM · August 2026
- IMPACTASSETS CAPITAL PARTNERS PB LLCCRD 317840 · BETHESDA, MD$4,945,685,169.00Regulatory AUM · August 2026
- IMPACTIVE CAPITAL LPCRD 299445 · NEW YORK, NY$1,836,295,483.00Regulatory AUM · August 2026
- IMPAX ASSET MANAGEMENT (AIFM) LTD.CRD 171783$2,004,114,756.00Regulatory AUM · August 2026
- IMPAX ASSET MANAGEMENT LLCCRD 114335 · PORTSMOUTH, NH$8,942,785,264.00Regulatory AUM · August 2026
- IMPERIAL FUND ASSET MANAGEMENT LLCCRD 317525 · FORT LAUDERDALE, FL$6,841,292,723.00Regulatory AUM · August 2026
- INATAI INVESTMENT MANAGEMENT CO. LLCCRD 329696 · SEATTLE, WA$2,693,146,865.00Regulatory AUM · August 2026
- INCENTIVE ASCRD 174704$2,464,314,430.00Regulatory AUM · August 2026
- INCLINE MANAGEMENT, L.P.CRD 158858 · PITTSBURGH, PA$5,957,649,024.00Regulatory AUM · August 2026
- INDEPENDENCE ASSET ADVISORS, LLCCRD 152963 · WYNNEWOOD, PA$2,191,408,151.00Regulatory AUM · August 2026
- INDEPENDENCE SQUARE HOLDINGS, LLCCRD 300139 · KING OF PRUSSIA, PA$1,833,978,825.00Regulatory AUM · August 2026
- INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLCCRD 144733 · WILLIAMSVILLE, NY$1,537,251,382.00Regulatory AUM · August 2026
- INDEX FUND ADVISORS, INC.CRD 109143 · IRVINE, CA$5,929,710,382.00Regulatory AUM · August 2026
- INDIGO PARTNERS LLCCRD 163648 · SCOTTSDALE, AZ$1,657,483,643.00Regulatory AUM · August 2026
- INDIVISIBLE PARTNERS, LLCCRD 332431 · CLEARWATER, FL$2,079,652,688.00Regulatory AUM · August 2026
- INDUS CAPITAL PARTNERS, LLCCRD 133738 · NEW YORK, NY$5,089,030,261.00Regulatory AUM · August 2026
- INDUSTRIAL OPPORTUNITY PARTNERS, LLCCRD 156994 · EVANSTON, IL$1,335,273,706.00Regulatory AUM · August 2026
- INFINITUM ASSET MANAGEMENT, LLCCRD 333552 · FORT LAUDERDALE, FL$1,138,676,308.00Regulatory AUM · August 2026
- INFINITY CAPITAL ADVISORS, LLCCRD 159852 · ATLANTA, GA$1,530,928,543.00Regulatory AUM · August 2026
- INFINITY Q CAPITAL MANAGEMENT, LLCCRD 164179 · NEW YORK, NY$2,013,000,000.00Regulatory AUM · August 2026
- INFRARED CAPITAL PARTNERS (US) LLCCRD 310401 · NEW YORK, NY$2,441,944,400.00Regulatory AUM · August 2026
- INFRASTRUCTURE CAPITAL ADVISORS, LLCCRD 166459 · NEW YORK, NY$3,641,900,000.00Regulatory AUM · August 2026
- INGALLS INVESTMENT MANAGEMENT, LLCCRD 2288 · NEW YORK, NY$7,826,602,578.00Regulatory AUM · August 2026
- INGALLS INVESTMENT MANAGEMENT, LLCCRD 343369 · NEW YORK, NY$7,826,602,578.00Regulatory AUM · August 2026
- INGHAM RUSSELL INVESTMENT ADVISORS INCCRD 106299 · MIAMI, FL$2,615,523,682.00Regulatory AUM · August 2026
- INNOCAP INVESTMENT ADVISERS, LLC.CRD 324591 · NEW YORK, NY$2,712,181,995.00Regulatory AUM · August 2026
- INNOVATION X ADVISORS, LLCCRD 322292 · ROCKVILLE, MD$4,516,478,450.00Regulatory AUM · August 2026
- INNOVATUS CAPITAL PARTNERS, LLCCRD 281928 · NEW YORK, NY$1,351,561,388.00Regulatory AUM · August 2026
- INSCRIPTION CAPITAL, LLCCRD 291780 · HOUSTON, TX$2,047,681,895.00Regulatory AUM · August 2026
- INSIGHT WEALTH PARTNERS, LLCCRD 153635 · PLANO, TX$1,124,216,166.00Regulatory AUM · August 2026
- INSIGHT WEALTH STRATEGIES, LLCCRD 293644 · SAN RAMON, CA$1,063,992,397.00Regulatory AUM · August 2026
- INSIGNEO ADVISORY SERVICES, LLCCRD 282589 · MIAMI, FL$5,162,797,048.00Regulatory AUM · August 2026
- INSIGNIA CAPITAL GROUP, L.P.CRD 169772 · WALNUT CREEK, CA$1,252,696,280.00Regulatory AUM · August 2026
- INSPIRE ADVISORS, LLCCRD 300279 · MERIDIAN, ID$1,332,161,360.00Regulatory AUM · August 2026
- INSPIRE INVESTING, LLCCRD 171988 · MERIDIAN, ID$3,962,234,942.00Regulatory AUM · August 2026
- INSPIRION WEALTH ADVISORS, LLCCRD 165174 · LIBERTYVILLE, IL$1,394,318,971.00Regulatory AUM · August 2026
- INSTITUTE FOR WEALTH MANAGEMENT LLCCRD 127207 · DENVER, CO$1,370,272,066.00Regulatory AUM · August 2026
- INTANDEM CAPITAL PARTNERS, LPCRD 288774 · NEW YORK, NY$2,675,336,308.00Regulatory AUM · August 2026
- INTEGRAL HEALTH ASSET MANAGEMENT, LLCCRD 301987 · NEW YORK, NY$1,872,690,688.00Regulatory AUM · August 2026
- INTEGRAL ILS LTD.CRD 310727$3,783,635,034.00Regulatory AUM · August 2026
- INTEGRATED ADVISORS NETWORK LLCCRD 171991 · DALLAS, TX$5,522,561,843.00Regulatory AUM · August 2026
- INTEGRATED INVESTMENT CONSULTANTS, LLCCRD 175299 · BLOOMFIELD HILLS, MI$1,084,348,046.00Regulatory AUM · August 2026
- INTEGRITY ADVISORY SOLUTIONS, LLCCRD 288817 · DALLAS, TX$1,103,455,772.00Regulatory AUM · August 2026
- INTEGRITY ALLIANCE, LLCCRD 139627 · URBANDALE, IA$5,411,976,879.00Regulatory AUM · August 2026
- INTEGRUM HOLDINGS LPCRD 314678 · NEW YORK, NY$5,485,334,182.00Regulatory AUM · August 2026
- INTELLECTUS PARTNERS, LLCCRD 173140 · SAN FRANCISCO, CA$1,569,366,389.00Regulatory AUM · August 2026
- INTELLICENTS INVESTMENT SOLUTIONS INCCRD 107498 · ALBERT LEA, MN$9,916,675,227.00Regulatory AUM · August 2026
- INTELLUS ADVISORS, LLCCRD 332883 · NAPLES, FL$1,350,450,329.00Regulatory AUM · August 2026
- INTERMEDE GLOBAL PARTNERS INCCRD 288616 · SAN FRANCISCO, CA$2,136,093,838.00Regulatory AUM · August 2026
- INTERMEDE INVESTMENT PARTNERS LIMITEDCRD 175312$3,993,977,139.00Regulatory AUM · August 2026
- INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCRD 144426 · ORLANDO, FL$2,569,430,562.00Regulatory AUM · August 2026
- INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATIONCRD 108783 · WASHINGTON, DC$6,308,216,088.00Regulatory AUM · August 2026
- INTERVAL PARTNERS, LPCRD 164424 · NEW YORK, NY$9,392,255,002.00Regulatory AUM · August 2026
- INTREPID CAPITAL MANAGEMENT INCCRD 108516 · JACKSONVILLE BEACH, FL$1,623,804,595.00Regulatory AUM · August 2026
- INTRUA FINANCIAL LLCCRD 281554 · HOUSTON, TX$1,747,007,902.00Regulatory AUM · August 2026
- INVENOMIC CAPITAL MANAGEMENT LPCRD 287617 · BOSTON, MA$3,392,830,959.00Regulatory AUM · August 2026
- INVERNESS GRAHAM INVESTMENTS, INC.CRD 157632 · WAYNE, PA$1,572,202,263.00Regulatory AUM · August 2026
- INVESCO INVESTMENT ADVISERS LLCCRD 104885 · DOWNERS GROVE, IL$4,371,095,439.00Regulatory 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 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
- INVESTMENT ADVISORY GROUP, LLCCRD 109445 · SARASOTA, FL$1,217,000,000.00Regulatory AUM · August 2026
- INVESTMENT CONSULTING GROUP INCCRD 106967 · DAVENPORT, IA$2,840,654,290.00Regulatory AUM · August 2026
- INVESTMENT METRICS, LLCCRD 158872 · TUCSON, AZ$1,221,025,646.00Regulatory AUM · July 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
- INVST, LLCCRD 282863 · INDIANAPOLIS, IN$1,565,110,275.00Regulatory AUM · August 2026
- IONIC CAPITAL MANAGEMENT LLCCRD 156400 · NEW YORK, NY$3,865,359,381.00Regulatory 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
- IRENIC CAPITAL MANAGEMENT LPCRD 319645 · NEW YORK, NY$2,398,726,617.00Regulatory AUM · August 2026
- IRON GATE GLOBAL ADVISORS, LLCCRD 111177 · NORTH SALT LAKE, UT$1,323,170,082.00Regulatory AUM · August 2026
- IRON POINT PARTNERS, LLCCRD 157078 · WASHINGTON, DC$1,411,205,533.00Regulatory AUM · August 2026
- IRONSHORE FINANCIAL, LLCCRD 294053$1,436,866,775.00Regulatory AUM · August 2026
- IRONSIDES ASSET ADVISORS, LLCCRD 161683 · ROCKY MOUNT, NC$1,423,876,452.00Regulatory AUM · August 2026