Investment adviser firms: $1 billion to under $10 billion in regulatory AUM · Page 6
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
- BEHRMAN BROTHERS MANAGEMENT COMPANY L.P.CRD 161083 · NEW YORK, NY$1,948,224,780.00Regulatory AUM · August 2026
- BEIRNE WEALTH CONSULTING SERVICES, LLCCRD 167103 · SHELTON, CT$2,259,001,736.00Regulatory AUM · August 2026
- BELL ASSET MANAGEMENT LIMITEDCRD 146144$2,176,768,080.00Regulatory AUM · August 2026
- BELL PARTNERS INVESTMENT MANAGER, LLCCRD 329611 · GREENSBORO, NC$6,115,793,351.00Regulatory AUM · August 2026
- BELLECAPITAL INTERNATIONAL AGCRD 158348$1,960,886,210.00Regulatory AUM · August 2026
- BELPOINTE ASSET MANAGEMENT LLCCRD 143440 · RENO, NV$7,577,693,628.00Regulatory AUM · August 2026
- BELVERON REAL ESTATE PARTNERS, LLCCRD 282072 · SAN FRANCISCO, CA$1,265,298,078.00Regulatory AUM · August 2026
- BELZBERG INVESTMENTS LLCCRD 315114 · NEW YORK, NY$2,327,000,000.00Regulatory AUM · August 2026
- BENCHSTONE CAPITAL MANAGEMENT LPCRD 329873 · NEW YORK, NY$1,107,595,272.00Regulatory AUM · August 2026
- BENSLER, LLCCRD 310849 · BELLEVUE, WA$1,941,526,044.00Regulatory AUM · August 2026
- BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLCCRD 137813 · NEW YORK, NY$3,513,724,722.00Regulatory AUM · August 2026
- BERGER FINANCIAL GROUP, INC.CRD 308174 · PLYMOUTH, MN$2,948,862,004.00Regulatory AUM · August 2026
- BERKADIA CAPITAL ADVISORS LLCCRD 312130 · AMBLER, PA$2,656,303,438.00Regulatory AUM · August 2026
- BERKELEY CAPITAL PARTNERS, LLCCRD 281082 · MILTON, GA$1,104,421,153.00Regulatory AUM · August 2026
- BERKELEY PARTNERS MANAGEMENT, LLCCRD 284163 · OAKLAND, CA$3,055,617,704.00Regulatory AUM · August 2026
- BERKSHIRE ASSET MANAGEMENT, LLCCRD 145463 · WILKES-BARRE, PA$2,789,031,590.00Regulatory AUM · August 2026
- BERKSHIRE MONEY MANAGEMENT, INC.CRD 124873 · DALTON, MA$1,227,078,134.00Regulatory AUM · August 2026
- BERMAN MCALEER, LLCCRD 332906 · TIMONIUM, MD$1,821,801,181.00Regulatory AUM · August 2026
- BERNHARD CAPITAL PARTNERS MANAGEMENT, LPCRD 168155 · BATON ROUGE, LA$6,578,702,870.00Regulatory AUM · August 2026
- BERTRAM CAPITAL MANAGEMENT LLCCRD 156920 · FOSTER CITY, CA$4,426,980,618.00Regulatory AUM · August 2026
- BERYL CAPITAL MANAGEMENT, LLCCRD 269959 · REDONDO BEACH, CA$1,034,703,425.00Regulatory AUM · August 2026
- BFC PLANNING, INC.CRD 119682 · CEDAR RAPIDS, IA$3,841,196,599.00Regulatory AUM · August 2026
- BFSG, LLCCRD 143617 · IRVINE, CA$1,535,338,692.00Regulatory AUM · August 2026
- BH CREDIT MANAGEMENT LLCCRD 317505 · DALLAS, TX$1,367,587,592.00Regulatory AUM · August 2026
- BHARCAP PARTNERS, LLCCRD 315679 · GREENWICH, CT$3,240,321,843.00Regulatory AUM · August 2026
- BHMS INVESTMENTS, LPCRD 162554 · WESTPORT, CT$1,005,506,733.00Regulatory AUM · August 2026
- BIENVILLE CAPITAL MANAGEMENT, LLCCRD 149320 · NEW YORK, NY$4,452,457,691.00Regulatory AUM · August 2026
- BIGLARI CAPITAL LLCCRD 115197 · SAN ANTONIO, TX$1,043,222,993.00Regulatory AUM · August 2026
- BIGSUR WEALTH MANAGEMENT, LLCCRD 146511 · MIAMI, FL$1,281,842,581.00Regulatory AUM · August 2026
- BILL FEW ASSOCIATES, INC.CRD 133561 · SEWICKLEY, PA$2,723,175,464.00Regulatory AUM · August 2026
- BILTMORE FAMILY OFFICE, LLCCRD 167174 · CHARLOTTE, NC$3,467,117,434.00Regulatory AUM · August 2026
- BIONDO INVESTMENT ADVISORS LLCCRD 130105 · MILFORD, PA$1,292,588,047.00Regulatory AUM · August 2026
- BIP CAPITAL, LLCCRD 292983 · ATLANTA, GA$1,290,663,290.00Regulatory AUM · August 2026
- BIP WEALTH, LLCCRD 143208 · ATLANTA, GA$5,287,991,188.00Regulatory AUM · August 2026
- BIRCH HILL INVESTMENT ADVISORS LLCCRD 143750 · BOSTON, MA$2,947,308,859.00Regulatory AUM · August 2026
- BISON WEALTH, LLCCRD 299805 · ATLANTA, GA$2,735,571,106.00Regulatory AUM · August 2026
- BITTERROOT CAPITAL ADVISORS LLCCRD 109088 · BOZEMAN, MT$1,780,038,798.00Regulatory AUM · August 2026
- BIVIUM CAPITAL PARTNERS, LLCCRD 134529 · SAN FRANCISCO, CA$6,730,650,483.00Regulatory AUM · August 2026
- BLACK CHAMBER PARTNERS, LLCCRD 306359 · WASHINGTON, DC$2,735,269,013.00Regulatory AUM · August 2026
- BLACK CREEK INVESTMENT MANAGEMENT INC.CRD 161344$7,092,549,268.00Regulatory AUM · August 2026
- BLACK DIAMOND FINANCIAL, LLCCRD 145108 · LUTHERVILLE, MD$1,370,212,598.00Regulatory AUM · August 2026
- BLACK LAKE INVESTMENTS LLCCRD 334605 · WAYZATA, MN$1,189,319,275.00Regulatory AUM · August 2026
- BLACKBARN CAPITAL PARTNERS LPCRD 319137 · NEW YORK, NY$1,243,878,761.00Regulatory AUM · August 2026
- BLACKHILL CAPITAL, INCCRD 105208 · MORRISTOWN, NJ$2,001,172,769.00Regulatory AUM · August 2026
- BLACKROCK ASSET MANAGEMENT SCHWEIZ AGCRD 161987$2,434,261,115.00Regulatory AUM · August 2026
- BLACKROCK REALTY ADVISORS INCCRD 109457 · NEW YORK, NY$1,122,298,136.00Regulatory AUM · August 2026
- BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLCCRD 165782 · NEW YORK, NY$5,390,960,189.00Regulatory AUM · August 2026
- $2,537,774,500.00Regulatory AUM · August 2026
- BLACKSTONE ISG-II ADVISORS L.L.C.CRD 289550 · NEW YORK, NY$8,006,994,436.00Regulatory AUM · August 2026
- BLACKSTONE MULTI-ASSET ADVISORS L.L.C.CRD 171640 · NEW YORK, NY$8,542,868,908.00Regulatory AUM · August 2026
- BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P.CRD 135952 · NEW YORK, NY$2,785,575,815.00Regulatory AUM · August 2026
- BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C.CRD 142922 · NEW YORK, NY$3,010,862,423.00Regulatory AUM · August 2026
- BLB & B ADVISORS, LLCCRD 139096 · MONTGOMERYVILLE, PA$3,255,397,467.00Regulatory AUM · August 2026
- BLEICHROEDER LPCRD 304295 · NEW YORK, NY$2,431,232,134.00Regulatory AUM · August 2026
- BLOCKCHAIN CAPITAL, LLCCRD 283610 · SAN FRANCISCO, CA$2,857,244,723.00Regulatory AUM · August 2026
- BLOOM ADVISORS, INC.CRD 106152 · FARMINGTON HILLS, MI$1,618,374,513.00Regulatory AUM · August 2026
- BLS CAPITAL FONDSMAEGLERSELSKAB A/SCRD 170746$7,218,433,116.00Regulatory AUM · August 2026
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCRD 134184 · BLUE BELL, PA$1,121,215,721.00Regulatory AUM · August 2026
- BLUE CHIP PARTNERS, LLCCRD 132437 · FARMINGTON HILLS, MI$1,877,185,870.00Regulatory AUM · August 2026
- BLUE GROTTO CAPITAL, LLCCRD 299869 · ATLANTA, GA$2,098,624,591.00Regulatory AUM · August 2026
- BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLCCRD 334213 · NEW YORK, NY$1,596,401,778.00Regulatory AUM · August 2026
- BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLCCRD 337770 · CHICAGO, IL$4,424,591,000.00Regulatory AUM · August 2026
- BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLCCRD 316821 · NEW YORK, NY$6,947,724,344.00Regulatory AUM · August 2026
- BLUE POINT CAPITAL PARTNERS LLCCRD 157031 · CLEVELAND, OH$1,443,290,000.00Regulatory AUM · August 2026
- BLUE ROAD MANAGEMENT, L.P.CRD 169845 · NEW YORK, NY$2,043,601,649.00Regulatory AUM · August 2026
- BLUE SAGE SERVICES, L.P.CRD 297282 · AUSTIN, TX$1,255,383,524.00Regulatory AUM · August 2026
- BLUE SEA CAPITAL LLCCRD 169023 · WEST PALM BEACH, FL$1,650,666,478.00Regulatory AUM · August 2026
- $2,113,973,215.00Regulatory AUM · August 2026
- BLUE TORCH CAPITAL LPCRD 288110 · NEW YORK, NY$8,557,577,688.00Regulatory AUM · August 2026
- BLUE VISTA CAPITAL, LLCCRD 127001 · CHICAGO, IL$1,889,498,840.00Regulatory AUM · August 2026
- BLUE WOLF CAPITAL PARTNERS LLCCRD 162475 · NEW YORK, NY$4,121,188,259.00Regulatory AUM · August 2026
- BLUEARC CAPITAL MANAGEMENT, LLCCRD 167233 · ATLANTA, GA$2,443,849,185.00Regulatory AUM · August 2026
- BLUEMOUNTAIN FUJI MANAGEMENT, LLCCRD 286502 · NEW YORK, NY$1,199,300,937.00Regulatory AUM · August 2026
- BLUEPRINT CAPITAL ADVISORS LLCCRD 282327 · SHORT HILLS, NJ$1,790,019,000.00Regulatory AUM · August 2026
- BLUEPRINT FINANCIAL ADVISORS LLCCRD 315570 · CHARLOTTE, NC$1,413,379,200.00Regulatory AUM · August 2026
- BLUEPRINT INVESTMENT PARTNERS LLCCRD 170196 · GREENSBORO, NC$1,778,629,213.00Regulatory AUM · August 2026
- BLUEROCK FUND ADVISOR, LLCCRD 165015 · NEW YORK, NY$3,457,809,798.00Regulatory AUM · August 2026
- BLUESKY WEALTH ADVISORS, LLCCRD 116760 · NEW BERN, NC$1,004,497,065.00Regulatory AUM · August 2026
- BLUESPRING WEALTH MANAGEMENT, LLCCRD 152667 · AUSTIN, TX$5,430,907,207.00Regulatory AUM · August 2026
- BLUESPRUCE INVESTMENTS, LPCRD 167311 · CHICAGO, IL$4,454,268,000.00Regulatory AUM · August 2026
- BLUESTEM ASSET MANAGEMENT, LLCCRD 158330 · CHARLOTTESVILLE, VA$1,291,147,632.00Regulatory AUM · August 2026
- BLUESTEM WEALTH PARTNERS, LLCCRD 324489 · MINNETONKA, MN$1,120,000,000.00Regulatory AUM · August 2026
- BMO ASSET MANAGEMENT CORP.CRD 106466 · CHICAGO, IL$6,176,443,433.00Regulatory AUM · August 2026
- BMO FAMILY OFFICE, LLCCRD 110264 · CHICAGO, IL$9,989,953,619.00Regulatory AUM · August 2026
- BMO NESBITT BURNS SECURITIES LTD.CRD 281337$1,197,584,310.00Regulatory AUM · August 2026
- BNY MELLON SECURITIES CORPORATIONCRD 231 · NEW YORK, NY$8,448,676,677.00Regulatory AUM · August 2026
- BOGART WEALTH, LLCCRD 283886 · MCLEAN, VA$3,190,530,230.00Regulatory AUM · August 2026
- BOK FINANCIAL PRIVATE WEALTH, INC.CRD 106733 · DENVER, CO$3,721,645,853.00Regulatory AUM · August 2026
- BOK FINANCIAL SECURITIES, INC.CRD 17530 · TULSA, OK$1,058,021,768.00Regulatory AUM · August 2026
- BOLDHAVEN MANAGEMENT LLPCRD 304300$1,972,043,230.00Regulatory AUM · August 2026
- BOLTON SECURITIES CORPCRD 129376 · BOLTON, MA$8,275,512,495.00Regulatory AUM · August 2026
- BONACCORD CAPITAL ADVISORS LLCCRD 316716 · NEW YORK, NY$4,189,964,383.00Regulatory AUM · August 2026
- BONDBLOXX INVESTMENT MANAGEMENT CORPORATIONCRD 317318 · LARKSPUR, CA$7,239,268,024.00Regulatory AUM · August 2026
- BORNITE CAPITAL MANAGEMENT LPCRD 307598 · NEW YORK, NY$1,447,300,240.00Regulatory AUM · August 2026
- BOSTON COMMON ASSET MANAGEMENT, LLCCRD 123558 · BOSTON, MA$4,171,137,148.00Regulatory AUM · August 2026
- BOSTON FAMILY OFFICE LLCCRD 107141 · BOSTON, MA$2,019,164,947.00Regulatory AUM · August 2026
- BOSTON TRUST WALDEN INC.CRD 111266 · BOSTON, MA$4,583,146,056.00Regulatory AUM · August 2026
- BOUCHEY FINANCIAL GROUP LTDCRD 111824 · TROY, NY$1,606,520,371.00Regulatory AUM · August 2026
- BOULAY FINANCIAL ADVISORS, LLCCRD 111334 · EDEN PRAIRIE, MN$2,420,741,792.00Regulatory AUM · August 2026
- BOURGEON CAPITAL MANAGEMENT LLCCRD 108054 · DARIEN, CT$1,277,800,000.00Regulatory AUM · August 2026