Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 13
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
- BLUE BEAR FINANCIAL, LLCCRD 331226$147,365,028.00Regulatory AUM · August 2026
- BLUE CAPITAL, INC.CRD 304083 · OMAHA, NE$200,818,353.00Regulatory AUM · August 2026
- BLUE CURVE ADVISORY, LLCCRD 333724 · TOWSON, MD$125,169,386.00Regulatory AUM · August 2026
- BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLCCRD 333059 · PROVO, UT$301,352,937.00Regulatory AUM · August 2026
- BLUE DOOR ASSET MANAGEMENT, LLCCRD 314457 · STAMFORD, CT$186,994,602.00Regulatory AUM · August 2026
- BLUE EDGE CAPITAL, LLCCRD 155613 · RICHMOND, VA$765,120,402.00Regulatory AUM · August 2026
- BLUE FIN CAPITAL, INC.CRD 108451 · WARREN, RI$755,923,825.00Regulatory AUM · August 2026
- BLUE GRANITE CAPITAL, LLCCRD 125607 · CHARLESTON, SC$108,773,163.00Regulatory AUM · August 2026
- BLUE HAVEN CAPITAL, LLCCRD 141738 · GENEVA, IL$121,500,000.00Regulatory AUM · August 2026
- BLUE INVESTMENT MANAGEMENT, LLCCRD 318610 · MIAMI BEACH, FL$341,389,254.00Regulatory AUM · August 2026
- BLUE JAY FINANCIAL GROUP, LLCCRD 296467 · DEFIANCE, OH$113,455,676.00Regulatory AUM · August 2026
- BLUE JEAN FINANCIAL LLCCRD 331138 · ALBANY, NY$133,349,793.00Regulatory AUM · August 2026
- BLUE LIKE AN ORANGE CAPITAL US LLCCRD 291948 · WASHINGTON, DC$426,537,213.00Regulatory AUM · August 2026
- BLUE LINE CAPITAL, LLCCRD 304024 · CHICAGO, IL$131,917,783.00Regulatory AUM · August 2026
- BLUE MARBLE INVESTMENTS, LLCCRD 141354 · SANTA BARBARA, CA$205,057,533.00Regulatory AUM · August 2026
- BLUE MOON CAPITAL MANAGEMENT LLCCRD 311941 · BOSTON, MA$159,527,074.00Regulatory AUM · August 2026
- BLUE OPAL CAPITAL, LLCCRD 315680 · NEW YORK, NY$498,505,088.00Regulatory AUM · August 2026
- BLUE OWL STRATEGIC EQUITY ADVISORS LLCCRD 325958 · NEW YORK, NY$613,886,404.00Regulatory AUM · August 2026
- BLUE POINT FINANCIAL, INC.CRD 299688 · SCARBOROUGH, ME$152,671,667.00Regulatory AUM · August 2026
- BLUE SKY CAPITAL CONSULTANTS GROUP, INC.CRD 329575 · POWAY, CA$306,337,273.00Regulatory AUM · August 2026
- BLUE SKY INVESTMENT PARTNERS, INC.CRD 145318 · EVANSTON, IL$118,017,737.00Regulatory AUM · August 2026
- BLUE SPARK CAPITAL ADVISORS LLCCRD 159025 · NEW YORK, NY$242,792,792.00Regulatory AUM · August 2026
- BLUE SQUARE ASSET MANAGEMENT, LLCCRD 296802 · NEW YORK, NY$410,261,389.00Regulatory AUM · August 2026
- BLUE STAR WEALTH MANAGEMENT LLCCRD 337253 · LAKE MARY, FL$134,000,000.00Regulatory AUM · August 2026
- BLUE SUMMIT FINANCIAL GROUP, INC.CRD 148782 · SAN DIEGO, CA$211,359,841.00Regulatory AUM · August 2026
- BLUE WATER ADVISORS LPCRD 288923 · BOCA RATON, FL$927,895,144.00Regulatory AUM · August 2026
- BLUE WATER ASSET MANAGEMENT, LLCCRD 175362 · GRAND RAPIDS, MI$428,466,781.00Regulatory AUM · August 2026
- BLUE WATER CAPITAL MANAGEMENT, LLCCRD 127193 · APEX, NC$159,771,944.00Regulatory AUM · August 2026
- BLUE WATER LIFE SCIENCE ADVISORS, LPCRD 306450$192,567,673.00Regulatory AUM · August 2026
- BLUE WATER WEALTH, INC.CRD 164432 · PORTLAND, OR$472,802,960.00Regulatory AUM · August 2026
- BLUE WEALTH INC.CRD 330324 · CHARLOTTE, NC$145,146,348.00Regulatory AUM · August 2026
- BLUE ZONE WEALTH ADVISORS, LLCCRD 305943 · LOS ANGELES, CA$769,963,287.00Regulatory AUM · August 2026
- BLUEBIRD WEALTH MANAGEMENT LLCCRD 293420 · MEDFIELD, MA$154,021,423.00Regulatory AUM · August 2026
- BLUECHIP WEALTH ADVISORS LLCCRD 150008 · MILTON, GA$666,399,638.00Regulatory AUM · August 2026
- BLUEDOOR PRIVATE WEALTH, LLCCRD 301907 · BEVERLY, MA$337,266,388.00Regulatory AUM · August 2026
- BLUEHEELCRD 331771 · DALLAS, TX$192,322,986.00Regulatory AUM · August 2026
- BLUELINE ADVISORS LLCCRD 164642 · EXETER, NH$247,237,600.00Regulatory AUM · August 2026
- BLUELINE CAPITAL MANAGEMENT, LLCCRD 338340 · SAN FRANCISCO, CA$240,437,028.00Regulatory AUM · August 2026
- BLUELIST PARTNERS, LLCCRD 304568 · OCCOQUAN, VA$134,254,891.00Regulatory AUM · August 2026
- BLUEPRINT FUND MANAGEMENT LLCCRD 306419 · GREENSBORO, NC$340,457,862.00Regulatory AUM · August 2026
- BLUEPRINT INVESTING LLCCRD 151422 · SAN FRANCISCO, CA$436,337,658.00Regulatory AUM · August 2026
- BLUEPRINT LOCAL LLCCRD 312944$253,322,843.00Regulatory AUM · August 2026
- BLUEPRINT PARTNERS LLCCRD 312902 · TRAVERSE CITY, MI$292,909,441.00Regulatory AUM · August 2026
- BLUEPRINT WEALTH MANAGEMENT ADVISORS LLCCRD 166264$138,431,859.00Regulatory AUM · August 2026
- BLUEPRINT WEALTH MANAGEMENT INC.CRD 325099 · ELLICOTT CITY, MD$190,000,000.00Regulatory AUM · August 2026
- BLUEPRINT WEALTH MANAGEMENT, LLCCRD 169997 · THE VILLAGES, FL$145,725,885.00Regulatory AUM · August 2026
- BLUEROCK CREDIT FUND ADVISOR, LLCCRD 291770 · NEW YORK, NY$189,091,888.00Regulatory AUM · August 2026
- BLUESCAPE ENERGY PARTNERS LLCCRD 283812 · DALLAS, TX$890,431,488.00Regulatory AUM · August 2026
- BLUESHIFT ASSET MANAGEMENT, LLCCRD 290637 · RED BANK, NJ$694,368,155.00Regulatory AUM · August 2026
- BLUESPHERE ADVISORS LLCCRD 283972 · EAST NORRITON, PA$506,221,339.00Regulatory AUM · August 2026
- BLUESTEM FINANCIAL ADVISORS, LLCCRD 158418 · SAVOY, IL$358,198,984.00Regulatory AUM · August 2026
- BLUESTONE CAPITAL MANAGEMENT, LLCCRD 157841 · WAYNE, PA$390,099,951.00Regulatory AUM · August 2026
- BLUESTONE EQUITY PARTNERS, L.P.CRD 323332 · NEW YORK, NY$439,942,030.00Regulatory AUM · August 2026
- BLUESTONE FINANCIAL ADVISORS, LLCCRD 146946 · BETHESDA, MD$207,283,310.00Regulatory AUM · August 2026
- BLUESTONE INVESTMENT MANAGER, LLCCRD 296820 · MCLEAN, VA$144,811,707.00Regulatory AUM · August 2026
- BLUESTONE PRIVATE WEALTH, LLCCRD 326055 · CLEVELAND, OH$190,410,134.00Regulatory AUM · August 2026
- BLUESTONE WEALTH MANAGEMENT LLCCRD 137959 · KEENE, NH$272,940,969.00Regulatory AUM · August 2026
- BLUEWATER WEALTH ADVISORS, LLCCRD 330078 · VESTAVIA HILLS, AL$145,781,465.00Regulatory AUM · August 2026
- BLUHAUS CAPITAL MANAGEMENT LLCCRD 323884 · GUAYNABO, PR$230,812,513.00Regulatory AUM · August 2026
- BLUM FINANCIAL, LPCRD 149134 · RICHARDSON, TX$208,600,000.00Regulatory AUM · August 2026
- BLUME CAPITAL MANAGEMENT, INC.CRD 111768 · BERKELEY, CA$856,631,801.00Regulatory AUM · August 2026
- BLVD PRIVATE WEALTH, LLCCRD 310682 · PROSPECT, KY$220,351,220.00Regulatory AUM · August 2026
- BMB ADVISERS LLCCRD 118410 · LOS ANGELES, CA$655,752,715.00Regulatory AUM · August 2026
- BMSS WESSON WEALTH SOLUTIONS, LLCCRD 282792 · BIRMINGHAM, AL$703,950,154.00Regulatory AUM · August 2026
- BNA WEALTH, INC.CRD 39326 · ROCK HILL, SC$619,754,403.00Regulatory AUM · August 2026
- BNB WEALTH MANAGEMENT, LLCCRD 107702 · SILVER SPRING, MD$264,600,000.00Regulatory AUM · August 2026
- BNC WEALTH MANAGEMENT, LLCCRD 306483 · BEAVERTON, OR$847,493,995.00Regulatory AUM · August 2026
- BOARDMAN BAY CAPITAL MANAGEMENT LLCCRD 164577 · NEW YORK, NY$518,389,654.00Regulatory AUM · August 2026
- BOARDWALK FINANCIAL STRATEGIES LLCCRD 165048 · HARTLAND, WI$197,600,000.00Regulatory AUM · August 2026
- BOCA WEALTH ADVISORS, LLCCRD 108038 · BOCA RATON, FL$378,570,000.00Regulatory AUM · August 2026
- BOLTHOUSE INVESTMENTS, LLCCRD 148531 · BAKERSFIELD, CA$631,243,365.00Regulatory AUM · August 2026
- BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.CRD 104684 · TOWSON, MD$249,134,519.00Regulatory AUM · August 2026
- BOLTWOOD CAPITAL MANAGEMENTCRD 110293 · WALNUT CREEK, CA$502,513,220.00Regulatory AUM · August 2026
- BONA FIDE WEALTH, LLCCRD 330982$144,155,656.00Regulatory AUM · August 2026
- BONAVENTURE CAPITAL, LLCCRD 120780 · BIRMINGHAM, AL$493,807,320.00Regulatory AUM · August 2026
- BOND & DEVICK FINANCIAL NETWORK, INC.CRD 283682 · SAINT LOUIS PARK, MN$705,527,786.00Regulatory AUM · August 2026
- BOND TECH INCCRD 105979 · BELLBROOK, OH$221,594,676.00Regulatory AUM · August 2026
- BONDURANT INVESTMENT ADVISORY, LLCCRD 297290 · EVANSTON, IL$111,082,039.00Regulatory AUM · August 2026
- BONE FIDE WEALTH, LLCCRD 301066 · NEW YORK, NY$126,749,760.00Regulatory AUM · August 2026
- BONFIRE FINANCIAL, LLCCRD 288522 · COLORADO SPRINGS, CO$233,998,032.00Regulatory AUM · August 2026
- BONNER & SMITH, LLCCRD 114287 · LUBBOCK, TX$314,766,006.00Regulatory AUM · August 2026
- BONNIE WUSZ & ASSOCIATES, INC.CRD 116471 · ORANGE, CA$692,790,049.00Regulatory AUM · August 2026
- BONTEMPO OHLY CAPITAL MANAGEMENT, LLCCRD 132804 · BETHESDA, MD$405,718,205.00Regulatory AUM · August 2026
- BOOMFISH WEALTH GROUP, LLCCRD 159201 · ALPHARETTA, GA$214,395,945.00Regulatory AUM · August 2026
- BOON CAPITAL ADVISORS LLCCRD 174016 · NORTHBROOK, IL$185,021,132.00Regulatory AUM · August 2026
- BOONE CAPITAL MANAGEMENT LLCCRD 316230 · ATLANTA, GA$963,168,000.00Regulatory AUM · August 2026
- BOONE WEALTH ADVISORS, LLCCRD 116682 · BELLEVUE, WA$506,779,239.00Regulatory AUM · August 2026
- BOOSTER ASSET MANAGEMENT, LLCCRD 330362 · WHEATON, IL$346,051,270.00Regulatory AUM · August 2026
- BOOSTER, LLCCRD 314629 · BALTIMORE, MD$229,287,257.00Regulatory AUM · August 2026
- BOOTHE INVESTMENT GROUP, INC.CRD 291437 · DOVER, DE$369,314,218.00Regulatory AUM · August 2026
- BORDERLESS MANAGEMENT LLCCRD 323404 · CLERMONT, FL$345,355,760.00Regulatory AUM · August 2026
- BOREALIS STRATEGIC CAPITAL PARTNERS, LPCRD 300562 · CHICAGO, IL$440,417,000.00Regulatory AUM · August 2026
- BORER DENTON & ASSOCIATES, INC.CRD 135729 · BLUE BELL, PA$403,003,000.00Regulatory AUM · August 2026
- BOS ASSET MANAGEMENT, LLCCRD 310632 · SPRINGFIELD, IL$933,176,944.00Regulatory AUM · August 2026
- BOSMAN WEALTH MANAGEMENT, LLCCRD 290550 · REDLANDS, CA$140,080,363.00Regulatory AUM · August 2026
- BOSTON FAMILY ADVISORS LLCCRD 299060 · BOSTON, MA$329,727,932.00Regulatory AUM · August 2026
- BOSTON PORTFOLIO ADVISERS, LLCCRD 172374 · BOSTON, MA$121,540,818.00Regulatory AUM · August 2026
- BOSTON RESEARCH AND MANAGEMENT, INC.CRD 107643 · MANCHESTER, MA$676,187,250.00Regulatory AUM · August 2026
- BOSTON STANDARD WEALTH MANAGEMENT, LLCCRD 156452 · WINCHESTER, MA$647,622,502.00Regulatory AUM · August 2026
- BOSTONPREMIER WEALTH, LLCCRD 282268 · HINGHAM, MA$525,185,587.00Regulatory AUM · August 2026