Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 12
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
- BETTERWEALTH LLCCRD 226661 · SAN JOSE, CA$659,944,393.00Regulatory AUM · August 2026
- BEVERLY HILLS PRIVATE WEALTH, LLCCRD 321132 · BEVERLY HILLS, CA$912,247,090.00Regulatory AUM · August 2026
- BEXIL ADVISERS LLCCRD 154387 · WALPOLE, NH$306,578,137.00Regulatory AUM · August 2026
- BEY-DOUGLAS, LLCCRD 108856 · MARIETTA, GA$179,799,080.00Regulatory AUM · August 2026
- BEYOND FINANCIAL SERVICESCRD 286350 · FREMONT, CA$176,654,927.00Regulatory AUM · August 2026
- BEYOND INVESTING LLCCRD 304093$136,659,676.00Regulatory AUM · August 2026
- BEYOND WEALTH MANAGEMENT GROUP, LLCCRD 293291 · NEW PALTZ, NY$139,350,128.00Regulatory AUM · August 2026
- BEYOND YOUR HAMMOCK LLCCRD 168738 · BOSTON, MA$115,437,648.00Regulatory AUM · August 2026
- BFI INFINITY LTD.CRD 158420$837,566,784.00Regulatory AUM · August 2026
- BFI WEALTH SOLUTIONS, LLCCRD 319185 · DALLAS, TX$145,000,000.00Regulatory AUM · August 2026
- BG INVESTMENT SERVICES, LLCCRD 281716$868,461,096.00Regulatory AUM · August 2026
- BGM WEALTH PARTNERS, LLCCRD 110483 · BLOOMINGTON, MN$517,482,644.00Regulatory AUM · August 2026
- BGV FINANCIAL ADVISORS USA, LLCCRD 324511 · MIAMI, FL$143,820,146.00Regulatory AUM · August 2026
- BGV VC MANAGEMENT LLCCRD 298473 · MENLO PARK, CA$432,997,312.00Regulatory AUM · August 2026
- BH ASSET MANAGEMENT, LLCCRD 152117 · NEW YORK, NY$135,960,000.00Regulatory AUM · August 2026
- BH3 FUND ADVISORS, LLCCRD 298967 · FORT LAUDERDALE, FL$578,128,312.00Regulatory AUM · August 2026
- BHC WEALTH MANAGEMENT, LLCCRD 339475 · ENGLEWOOD, CO$102,210,253.00Regulatory AUM · August 2026
- BHK INVESTMENT ADVISORS, LLCCRD 140515 · BIRMINGHAM, AL$794,064,525.00Regulatory AUM · August 2026
- BHK SECURITIES, LLCCRD 139665 · BIRMINGHAM, AL$128,447,277.00Regulatory AUM · August 2026
- BICE WEALTH MANAGEMENT LLCCRD 323979 · MIAMI, FL$164,479,827.00Regulatory AUM · August 2026
- BICYCLE MANAGEMENT COMPANY, L.P.CRD 328090 · COCONUT GROVE, FL$518,475,206.00Regulatory AUM · August 2026
- BIG LEAGUE ADVANCE, LLCCRD 291999 · WASHINGTON, DC$548,297,064.00Regulatory AUM · August 2026
- BIG SIOUX FINANCIAL, INC.CRD 299593 · WATERTOWN, SD$235,177,047.00Regulatory AUM · August 2026
- BIG SKY WEALTH ADVISORS, LLCCRD 321272 · GREAT FALLS, MT$134,642,094.00Regulatory AUM · August 2026
- BIGELOW INVESTMENT ADVISORS, LLCCRD 143733 · PORTLAND, ME$555,188,616.00Regulatory AUM · August 2026
- $309,800,000.00Regulatory AUM · August 2026
- BILTMORE WEALTH MANAGEMENT, LLCCRD 151365 · TEMPE, AZ$439,606,710.00Regulatory AUM · August 2026
- BIN YUAN CAPITAL LIMITEDCRD 170109$888,000,000.00Regulatory AUM · August 2026
- BINGHAM PRIVATE WEALTH, LLCCRD 330598 · SAN FRANCISCO, CA$232,421,518.00Regulatory AUM · August 2026
- BINNACLE INVESTMENTS, INC.CRD 313185 · URBANDALE, IA$264,137,161.00Regulatory AUM · August 2026
- BIOS CAPITAL MANAGEMENT, LPCRD 298955 · FORT WORTH, TX$250,897,987.00Regulatory AUM · August 2026
- BIP CAPITAL MANAGEMENT SERVICES, LLCCRD 300757 · ATLANTA, GA$345,301,037.00Regulatory AUM · August 2026
- BIRCH CAPITAL MANAGEMENT, LLCCRD 152302$235,465,388.00Regulatory AUM · August 2026
- BIRCH FINANCIAL GROUP, LLCCRD 332057 · KEENE, NH$264,688,531.00Regulatory AUM · August 2026
- BIRCH RUN INVESTMENTS, LLCCRD 285285 · EXTON, PA$457,453,043.00Regulatory AUM · August 2026
- BIRCHBROOKCRD 105164 · BANGOR, ME$296,464,387.00Regulatory AUM · August 2026
- BIRCHCREEK WEALTH MANAGEMENT, LLCCRD 304207 · MIAMI TOWNSHIP, OH$300,102,308.00Regulatory AUM · August 2026
- BIRCHVIEW CAPITAL, LPCRD 170534 · BURLINGTON, VT$239,112,096.00Regulatory AUM · August 2026
- BIRCHWOOD FINANCIAL PARTNERS, INC.CRD 169962 · BLOOMINGTON, MN$853,198,867.00Regulatory AUM · August 2026
- BIRD ROCK ASSET MANAGEMENT, LP.CRD 138872 · AUSTIN, TX$146,306,159.00Regulatory AUM · August 2026
- BIREME CAPITAL, LLCCRD 283224 · ROCKVILLE, MD$196,939,682.00Regulatory AUM · August 2026
- BIRINYI ASSOCIATES, INC.CRD 107169 · WESTPORT, CT$471,664,259.00Regulatory AUM · August 2026
- BIRKS FINANCIAL CORP.CRD 118623 · HERNDON, VA$290,615,081.00Regulatory AUM · August 2026
- BIRMINGHAM CAPITAL MANAGEMENT CO INCCRD 108508 · BIRMINGHAM, AL$273,628,841.00Regulatory AUM · August 2026
- BIRNAM OAK ADVISORS, LPCRD 328180 · NEW YORK, NY$577,035,350.00Regulatory AUM · August 2026
- BIRNAM WOOD CAPITAL, LLCCRD 269897 · DALLAS, TX$106,127,018.00Regulatory AUM · August 2026
- BISCHOFF WEALTH MANAGEMENT GROUP, LLCCRD 171652 · GREENWOOD, IN$221,995,674.00Regulatory AUM · August 2026
- BISHOP & COMPANY INVESTMENT MANAGEMENT, LLCCRD 146448 · ERIE, PA$440,817,024.00Regulatory AUM · August 2026
- BISHOP STREET CAPITAL MANAGEMENT, LLCCRD 108042 · HONOLULU, HI$166,458,015.00Regulatory AUM · August 2026
- BISLETT MANAGEMENT, LLCCRD 162778$133,450,861.00Regulatory AUM · August 2026
- BISON CAPITAL ADVISORS, LLCCRD 306471 · OKLAHOMA CITY, OK$250,000,000.00Regulatory AUM · August 2026
- BISON CAPITAL ASSET MANAGEMENT, LLCCRD 160562 · SANTA MONICA, CA$962,463,615.00Regulatory AUM · August 2026
- BISON CAPITAL GROUP, LLCCRD 315170 · EDMOND, OK$306,169,426.00Regulatory AUM · August 2026
- BISON CREEK WEALTH MANAGEMENT LLCCRD 314991$317,256,938.00Regulatory AUM · August 2026
- BISON INVESTMENT ADVISORS, LLCCRD 149775 · THE WOODLANDS, TX$157,535,698.00Regulatory AUM · August 2026
- BISON WEALTH MANAGEMENT, LLCCRD 340724 · LYNDHURST, OH$131,028,624.00Regulatory AUM · August 2026
- BITKRAFT VENTURES MANAGEMENT, LLCCRD 305847$874,418,304.00Regulatory AUM · August 2026
- BITWISE INVESTMENT MANAGER, LLCCRD 317943 · SAN FRANCISCO, CA$721,822,353.00Regulatory AUM · August 2026
- BKM WEALTH MANAGEMENT, LLCCRD 323928 · BROOKFIELD, WI$651,842,387.00Regulatory AUM · August 2026
- BLACK BARN FINANCIAL, LLCCRD 170885 · AUSTIN, TX$164,560,544.00Regulatory AUM · August 2026
- BLACK BAY PARTNERS, LLCCRD 284945 · NEW ORLEANS, LA$830,085,572.00Regulatory AUM · August 2026
- BLACK CAPITAL MANAGEMENT, LLCCRD 105622$119,588,387.00Regulatory AUM · August 2026
- BLACK CORAL FINANCIAL ADVISORS, LLCCRD 154623 · MOUNT OLIVE, NJ$504,382,000.00Regulatory AUM · August 2026
- BLACK CYPRESS CAPITAL MANAGEMENT, LLCCRD 151100$304,630,511.00Regulatory AUM · August 2026
- BLACK DIAMOND FINANCIAL, LLCCRD 314622$440,563,259.00Regulatory AUM · August 2026
- $395,620,659.00Regulatory AUM · August 2026
- BLACK HORSE WEALTH MANAGEMENT, LLCCRD 308427$165,588,618.00Regulatory AUM · August 2026
- BLACK KNIGHT WEALTH MANAGEMENT, LLCCRD 305515$539,219,474.00Regulatory AUM · August 2026
- BLACK MAPLE CAPITAL MANAGEMENT LPCRD 168385 · MILWAUKEE, WI$352,928,715.00Regulatory AUM · August 2026
- BLACK SWIFT GROUP, LLCCRD 286084 · BOULDER, CO$694,068,325.00Regulatory AUM · August 2026
- BLACK TORO LLCCRD 315289 · MIAMI, FL$345,141,149.00Regulatory AUM · August 2026
- BLACK WALNUT WEALTH MANAGEMENT, LLCCRD 337606 · TRAVERSE CITY, MI$136,776,561.00Regulatory AUM · August 2026
- BLACKDIAMOND WEALTH MANAGEMENT, LLCCRD 291459 · NEW YORK, NY$423,967,458.00Regulatory AUM · August 2026
- BLACKGOLD CAPITAL MANAGEMENT LPCRD 139804 · HOUSTON, TX$133,013,314.00Regulatory AUM · August 2026
- BLACKHAWK CAPITAL PARTNERS, LLCCRD 158020 · THIENSVILLE, WI$452,024,625.00Regulatory AUM · August 2026
- BLACKRIDGE ASSET MANAGEMENT, LLCCRD 277085 · JUPITER, FL$370,301,734.00Regulatory AUM · August 2026
- BLACKSAND CAPITAL, LLCCRD 291612 · HONOLULU, HI$506,301,347.00Regulatory AUM · August 2026
- BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCCRD 291380 · THE VILLAGES, FL$332,765,429.00Regulatory AUM · August 2026
- BLACKTOWER FINANCIAL MANAGEMENT (US) LLCCRD 289142 · ORLANDO, FL$254,389,418.00Regulatory AUM · August 2026
- BLAIR HALL ADVISORS, LLCCRD 170114$138,834,786.00Regulatory AUM · August 2026
- BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLCCRD 292661 · DAYTON, OH$459,456,067.00Regulatory AUM · August 2026
- BLAKELY WALTERS WEALTH MANAGEMENT LLCCRD 324410 · SCOTTSDALE, AZ$173,704,025.00Regulatory AUM · August 2026
- BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.CRD 287683 · SAN LUIS OBISPO, CA$422,974,204.00Regulatory AUM · August 2026
- BLALOCK WILLIAMS, LLCCRD 325465 · ALEXANDER CITY, AL$242,637,986.00Regulatory AUM · August 2026
- BLANCHE PARK CAPITAL LLCCRD 338172 · MIAMI, FL$167,279,241.00Regulatory AUM · August 2026
- BLAND GARVEY WEALTH ADVISORS, LLCCRD 140066 · RICHARDSON, TX$241,178,422.00Regulatory AUM · August 2026
- BLANK EQUITY MANAGEMENT LLCCRD 153570 · PORT WASHINGTON, NY$143,021,910.00Regulatory AUM · August 2026
- BLANKINSHIP & FOSTER, LLCCRD 104795 · SOLANA BEACH, CA$939,507,252.00Regulatory AUM · August 2026
- BLANTYRE CAPITAL US LLCCRD 336308 · NEW YORK, NY$101,568,180.00Regulatory AUM · August 2026
- BLEDSOE ASSET MANAGEMENT, LLCCRD 145943 · PHOENIX, AZ$188,991,340.00Regulatory AUM · August 2026
- BLKBRD ASSET MANAGEMENT LPCRD 329262 · OLD GREENWICH, CT$133,933,044.00Regulatory AUM · August 2026
- BLOCK WEALTH MANAGEMENT, INC.CRD 146042$186,473,673.00Regulatory AUM · August 2026
- BLOCKCHANGE MANAGEMENT LLCCRD 296291$898,009,110.00Regulatory AUM · August 2026
- BLODGETT WEALTH ADVISORS, LLCCRD 316838$250,929,334.00Regulatory AUM · August 2026
- BLOM & HOWELL FINANCIAL PLANNING, INC.CRD 311830 · MODESTO, CA$161,476,118.00Regulatory AUM · August 2026
- BLONG FINANCIAL, LLCCRD 164746 · MEMPHIS, TN$201,963,902.00Regulatory AUM · August 2026
- BLOOMFIELD CAPITAL HOLDINGS, LLCCRD 169198 · BIRMINGHAM, MI$465,683,102.00Regulatory AUM · August 2026
- BLOSSOM WEALTH MANAGEMENT, LLCCRD 150402$368,193,658.00Regulatory AUM · August 2026
- BLT FUND MANAGER LLCCRD 166743 · STAMFORD, CT$487,325,686.00Regulatory AUM · August 2026
- BLUE BARN WEALTH, LLCCRD 107202 · OREM, UT$317,067,080.00Regulatory AUM · August 2026