Investment adviser firms: $1 billion to under $10 billion in regulatory AUM · Page 41
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: August 2026
- WYNKOOP LLCCRD 150018 · GREENWOOD VILLAGE, CO$1,217,300,000.00Regulatory AUM · August 2026
- WYNNCHURCH CAPITAL, L.P.CRD 173227 · ROSEMONT, IL$9,124,413,801.00Regulatory AUM · August 2026
- XIGINVENT, L.L.C.CRD 156213 · SAN FRANCISCO, CA$9,063,032,818.00Regulatory AUM · August 2026
- XML FINANCIAL, LLCCRD 284987 · BETHESDA, MD$3,298,062,805.00Regulatory AUM · August 2026
- XN LPCRD 308156 · NEW YORK, NY$7,411,335,465.00Regulatory AUM · August 2026
- YAUPON CAPITAL MANAGEMENT LPCRD 298556 · NEW YORK, NY$4,684,175,000.00Regulatory AUM · August 2026
- YCG, LLCCRD 145769 · AUSTIN, TX$1,541,539,534.00Regulatory AUM · August 2026
- YELLOW WOOD PARTNERS LLCCRD 161062 · BOSTON, MA$2,380,534,738.00Regulatory AUM · August 2026
- YESKE BUIE INC.CRD 143234 · VIENNA, VA$1,069,351,557.00Regulatory AUM · August 2026
- YHB INVESTMENT ADVISORS INCCRD 105434 · WEST HARTFORD, CT$2,276,256,000.00Regulatory AUM · August 2026
- YORK CAPITAL MANAGEMENT GLOBAL ADVISORS, LLCCRD 140336 · NEW YORK, NY$3,264,539,523.00Regulatory AUM · August 2026
- YOSEMITE MANAGEMENT, LLCCRD 326764 · SAN FRANCISCO, CA$1,135,655,536.00Regulatory AUM · August 2026
- YOUNG RICHARD C & CO LTDCRD 105866 · NEWPORT, RI$1,801,392,887.00Regulatory AUM · August 2026
- YUCAIPA MASTER MANAGER, LLCCRD 158216 · LOS ANGELES, CA$1,488,117,595.00Regulatory AUM · August 2026
- YUKON PARTNERS MANAGEMENT, L.L.C.CRD 159991 · MINNEAPOLIS, MN$1,753,877,304.00Regulatory AUM · August 2026
- Z CAPITAL GROUP, L.L.C.CRD 159511 · NEW YORK, NY$3,054,881,330.00Regulatory AUM · August 2026
- ZADIG ASSET MANAGEMENT S.A.CRD 167166$1,252,220,000.00Regulatory AUM · August 2026
- ZAIS GROUP LLCCRD 108371 · HOLMDEL, NJ$5,255,178,991.00Regulatory AUM · August 2026
- ZANBATO ADVISORS LLCCRD 311620 · MOUNTAIN VIEW, CA$2,080,474,033.00Regulatory AUM · August 2026
- ZAZOVE ASSOCIATES LLCCRD 104751 · INCLINE VILLAGE, NV$1,965,261,712.00Regulatory AUM · August 2026
- ZBS PARTNERS, LLCCRD 326727 · NEW YORK, NY$1,412,098,121.00Regulatory AUM · August 2026
- ZEMENICK & WALKER INCCRD 108670 · ST LOUIS, MO$2,630,197,275.00Regulatory AUM · August 2026
- ZENTIFIC INVESTMENT MANAGEMENT LIMITEDCRD 174321$1,290,493,615.00Regulatory AUM · August 2026
- ZENYTH ADVISORS LLCCRD 289192 · NEW YORK, NY$1,544,032,757.00Regulatory AUM · August 2026
- ZEVENBERGEN CAPITAL INVESTMENTS LLCCRD 128990 · EDMONDS, WA$4,565,697,000.00Regulatory AUM · August 2026
- ZEVIN ASSET MANAGEMENT, LLCCRD 165269 · BOSTON, MA$1,020,376,296.00Regulatory AUM · August 2026
- ZHANG FINANCIAL LLCCRD 159257 · PORTAGE, MI$8,370,163,197.00Regulatory AUM · August 2026
- ZIMMER PARTNERS, LPCRD 165684 · NEW YORK, NY$5,238,017,042.00Regulatory AUM · August 2026
- ZMC ADVISORS, L.P.CRD 161274 · NEW YORK, NY$2,575,358,490.00Regulatory AUM · August 2026
- ZUCKERMAN INVESTMENT GROUP, LLCCRD 137785 · CHICAGO, IL$2,167,050,844.00Regulatory AUM · August 2026
- ZWEIG-DIMENNA ASSOCIATES LLCCRD 161385 · NEW YORK, NY$1,633,517,000.00Regulatory AUM · August 2026
- ZWJ INVESTMENT COUNSEL INCCRD 110397 · ATLANTA, GA$4,226,900,298.00Regulatory AUM · August 2026