Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 100
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.
9,914 firms · Source months shown: August 2026
- ZEPHYR MANAGEMENT, L.P.CRD 129683 · NEW YORK, NY$256,304,361.00Regulatory AUM · August 2026
- ZERMATT WEALTH PARTNERS LLCCRD 105736 · SAN DIEGO, CA$158,362,396.00Regulatory AUM · August 2026
- ZIDEL FINANCIAL, INC.CRD 135047 · BRECKENRIDGE, CO$159,649,118.00Regulatory AUM · August 2026
- ZIMMERMAN WEALTH MANAGEMENT, LLCCRD 127526 · EVANSTON, IL$472,435,223.00Regulatory AUM · August 2026
- ZIMMERMANN ALAN LCRD 106286$209,246,390.00Regulatory AUM · August 2026
- ZINNIA WEALTH ADVISORY, LLCCRD 295122 · OCALA, FL$168,819,527.00Regulatory AUM · August 2026
- ZIONS CAPITAL ADVISORS, INC.CRD 131308 · SALT LAKE CITY, UT$830,754,722.00Regulatory AUM · August 2026
- ZOCK ROBERT A & CO INCCRD 110480 · SUTTON, NH$175,076,230.00Regulatory AUM · August 2026
- ZOE FINANCIAL, INC.CRD 285158 · NEW YORK, NY$283,473,191.00Regulatory AUM · August 2026
- ZUCKERMAN CAPITAL MANAGEMENT, LLCCRD 148549 · LOS ANGELES, CA$123,492,879.00Regulatory AUM · August 2026
- ZULLO INVESTMENT GROUP, INC.CRD 311698 · SCRANTON, PA$422,967,973.00Regulatory AUM · August 2026
- ZUNA, LLCCRD 306113 · PORTLAND, OR$411,282,994.00Regulatory AUM · August 2026
- ZURAW FINANCIAL ADVISORS, LLCCRD 173129 · GREENSBORO, NC$519,944,390.00Regulatory AUM · August 2026
- ZYNERGY RETIREMENT PLANNINGCRD 143861 · RED BANK, NJ$173,000,000.00Regulatory AUM · August 2026