Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 24
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
- CORONADO RESOURCES MANAGEMENT LPCRD 282043 · DALLAS, TX$221,117,826.00Regulatory AUM · August 2026
- CORPORATE CONSULTING GROUP, INC.CRD 123761 · TULSA, OK$240,753,338.00Regulatory AUM · August 2026
- CORPS CAPITAL ADVISORS, LLCCRD 304643 · SOUTHLAKE, TX$270,311,000.00Regulatory AUM · August 2026
- CORRADO ADVISORS, LLCCRD 111721 · RAMSEY, NJ$252,750,357.00Regulatory AUM · August 2026
- CORRALES & COMPANY, LLCCRD 332189 · MIAMI, FL$174,189,878.00Regulatory AUM · August 2026
- CORRECT CAPITAL WEALTH MANAGEMENT, LLCCRD 298774 · CLAYTON, MO$889,349,809.00Regulatory AUM · August 2026
- CORRIDOR CAPITAL, LLCCRD 160922 · LOS ANGELES, CA$275,988,808.00Regulatory AUM · August 2026
- CORRIGO INVESTMENT PARTNERS, LLCCRD 293620 · AUSTIN, TX$707,247,162.00Regulatory AUM · August 2026
- CORSAIR CAPITAL MANAGEMENT, L.P.CRD 157029 · NEW YORK, NY$957,005,672.00Regulatory AUM · August 2026
- CORTEN REAL ESTATE MANAGEMENT LLCCRD 321897 · PHILADELPHIA, PA$457,447,202.00Regulatory AUM · August 2026
- CORTLAND ASSOCIATES INCCRD 104681 · ST. LOUIS, MO$958,000,000.00Regulatory AUM · August 2026
- CORUS FAMILY WEALTH ADVISORS, INC.CRD 114702 · MCKINNEY, TX$619,512,128.00Regulatory AUM · August 2026
- COSEY FINANCIAL SERVICES, INC.CRD 140175 · KNOXVILLE, TN$123,677,943.00Regulatory AUM · August 2026
- COSNER FINANCIAL GROUP, LLCCRD 147942 · WINDSOR, CO$369,813,121.00Regulatory AUM · August 2026
- COSTELLO ASSET MANAGEMENT, INC.CRD 123249 · FEASTERVILLE, PA$388,549,245.00Regulatory AUM · August 2026
- COSTELLO FINANCIAL PLANNING, INC.CRD 175295$217,082,647.00Regulatory AUM · August 2026
- COSTON, MCISAAC, AND PARTNERS INC.CRD 194515 · BAR HARBOR, ME$466,919,598.00Regulatory AUM · August 2026
- COTE FINANCIAL MANAGEMENT, LLCCRD 153088$151,230,174.00Regulatory AUM · August 2026
- COTTAGE STREET ADVISORS, LLCCRD 173487 · MARION, MA$333,802,501.00Regulatory AUM · August 2026
- COTTONWOOD CAPITAL ADVISORS, LLCCRD 311272 · SALT LAKE CITY, UT$278,976,451.00Regulatory AUM · August 2026
- COTTONWOOD VENTURES, LLCCRD 322366 · IRVING, TX$347,343,569.00Regulatory AUM · August 2026
- COTULLA HOLDINGS LLCCRD 330008$432,500,000.00Regulatory AUM · August 2026
- COUNCIL CAPITAL FUNDS MANAGEMENT, LLCCRD 174036 · NASHVILLE, TN$518,567,743.00Regulatory AUM · August 2026
- COUNCILMARK ASSET MANAGEMENT, LLCCRD 111748 · KNOXVILLE, TN$270,798,846.00Regulatory AUM · August 2026
- COUNCILOR WEALTH LLCCRD 170858 · BETHESDA, MD$316,945,133.00Regulatory AUM · August 2026
- COUNTER GLOBAL, L.P.CRD 330571 · SANTA MONICA, CA$172,658,636.00Regulatory AUM · August 2026
- COUNTERWEIGHT VENTURES, LLCCRD 327880 · WILMINGTON, NC$207,187,212.00Regulatory AUM · August 2026
- COURAGE MILLER PARTNERS, LLCCRD 147360 · NORFOLK, VA$480,651,813.00Regulatory AUM · August 2026
- COURANT INVESTMENT MANAGEMENT LLCCRD 153865$133,324,614.00Regulatory AUM · August 2026
- COURSE MANAGEMENT INVESTMENT ADVISORS, LLCCRD 306974 · PINEHURST, NC$100,326,180.00Regulatory AUM · August 2026
- COVALENT PARTNERS LLCCRD 140494 · CONCORD, MA$117,298,129.00Regulatory AUM · August 2026
- COVARA CAPITAL, LLCCRD 337515 · NEW YORK, NY$405,132,157.00Regulatory AUM · August 2026
- COVE CAPITAL MANAGEMENT INC.CRD 284649 · BRENTWOOD, TN$247,549,900.00Regulatory AUM · August 2026
- COVE PRIVATE WEALTH, LLCCRD 316866 · OYSTER BAY, NY$455,483,465.00Regulatory AUM · August 2026
- COVE VIEW INVESTMENT PARTNERS, LLCCRD 339631 · OLD GREENWICH, CT$127,828,869.00Regulatory AUM · August 2026
- COVENANT ASSET MANAGEMENT, LLCCRD 108567 · CHESTER, NJ$692,597,497.00Regulatory AUM · August 2026
- COVESTOR LTDCRD 145694$195,843,352.00Regulatory AUM · August 2026
- COVEY CAPITAL ADVISORS, LLCCRD 151978 · ATLANTA, GA$156,459,403.00Regulatory AUM · August 2026
- COVINGTON & ASSOCIATES, INC.CRD 113357 · WESTFIELD, NJ$308,209,194.00Regulatory AUM · August 2026
- COVINGTON INVESTMENT ADVISORS, INC.CRD 127270 · LIGONIER, PA$885,891,247.00Regulatory AUM · August 2026
- COVINGTONALSINA, LLCCRD 326810 · JACKSONVILLE, FL$282,930,732.00Regulatory AUM · August 2026
- COVISION ADVISORS LLCCRD 285328 · NEW YORK, NY$708,426,166.00Regulatory AUM · August 2026
- COWA, LLCCRD 297180 · TULSA, OK$529,365,864.00Regulatory AUM · August 2026
- COX CAPITAL MANAGEMENT LLCCRD 117593 · ANDOVER, MA$360,953,558.00Regulatory AUM · August 2026
- COX FINANCIAL GROUP INCCRD 173691 · DUBLIN, OH$119,548,123.00Regulatory AUM · August 2026
- CP CAPITAL (US) PARTNERS LPCRD 158979 · NEW YORK, NY$426,888,807.00Regulatory AUM · August 2026
- CPA ASSET MANAGEMENT GROUP, LLCCRD 107833 · WEST PALM BEACH, FL$619,157,530.00Regulatory AUM · August 2026
- CPC EQUITY ADVISORS, LPCRD 331368 · EL SEGUNDO, CA$352,193,640.00Regulatory AUM · August 2026
- CPC MANAGEMENT, LLCCRD 313413 · KANSAS CITY, MO$428,027,880.00Regulatory AUM · August 2026
- CPMG, INC.CRD 131417 · DALLAS, TX$855,773,000.00Regulatory AUM · August 2026
- CPR INVESTMENTS INCCRD 139067 · ROCHESTER, MI$238,785,216.00Regulatory AUM · August 2026
- CPWA LLCCRD 322424 · HOOD RIVER, OR$185,534,007.00Regulatory AUM · August 2026
- CQ WEALTH ADVISORS, INC.CRD 313833 · SAN DIEGO, CA$263,303,670.00Regulatory AUM · August 2026
- CRAFT & SAGE WEALTH, LLCCRD 323565 · KANSAS CITY, MO$306,774,409.00Regulatory AUM · August 2026
- CRAFT ASSET MANAGEMENT LLCCRD 289557 · TAMPA, FL$120,844,771.00Regulatory AUM · August 2026
- CRAMER & RAUCHEGGER, INC.CRD 164784 · MAITLAND, FL$151,424,283.00Regulatory AUM · August 2026
- CRANBROOK WEALTH MANAGEMENT, LLCCRD 132058 · BLOOMFIELD HILLS, MI$906,790,077.00Regulatory AUM · August 2026
- CRANE ADVISORY LLCCRD 314432 · FULLERTON, CA$934,631,535.00Regulatory AUM · August 2026
- CRAVENS & COMPANY ADVISORS, LLCCRD 130071 · COOKEVILLE, TN$311,090,482.00Regulatory AUM · August 2026
- CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLCCRD 162673 · DALLAS, TX$139,300,000.00Regulatory AUM · August 2026
- CRAWFORD FUND MANAGEMENT, LLCCRD 158659 · BOSTON, MA$356,064,983.00Regulatory AUM · August 2026
- CRAWFORD, GREGORY JASONCRD 134936 · MODESTO, CA$171,551,397.00Regulatory AUM · August 2026
- CRCM L.P.CRD 160976 · SAN FRANCISCO, CA$746,742,881.00Regulatory AUM · August 2026
- CRE VENTURE CAPITAL, INC.CRD 317875 · MAHWAH, NJ$404,608,303.00Regulatory AUM · August 2026
- CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLCCRD 286567 · SAN DIEGO, CA$780,406,922.00Regulatory AUM · August 2026
- CREATIVE INVESTMENT GROUP LLCCRD 334028 · NASHVILLE, TN$209,046,904.00Regulatory AUM · August 2026
- CREDENTIALED WEALTH ADVISORS, LLCCRD 312517 · JOHNSTOWN, CO$139,848,519.00Regulatory AUM · August 2026
- CREDIT BRIDGE ADVISORS LLCCRD 332233$200,000,000.00Regulatory AUM · August 2026
- CREDIT CAPITAL INVESTMENTS, LLCCRD 160537 · LIVINGSTON, NJ$444,040,406.00Regulatory AUM · August 2026
- CREEK DRIVE MANAGEMENT GROUP LLCCRD 332075$190,057,633.00Regulatory AUM · August 2026
- CREEKMUR ASSET MANAGEMENT, LLCCRD 306903 · MORTON, IL$800,048,313.00Regulatory AUM · August 2026
- CREEKSIDE PARTNERS FINANCIAL ADVISERS LLCCRD 125401 · PETALUMA, CA$553,388,044.00Regulatory AUM · August 2026
- CREIGHTON CAPITAL MANAGEMENT LLCCRD 307737$223,964,000.00Regulatory AUM · August 2026
- CREO CAPITAL PARTNERS MANAGEMENT LLCCRD 296861 · MIAMI, FL$235,512,738.00Regulatory AUM · August 2026
- CRESALTA INVESTMENT MANAGEMENT, INC.CRD 339872 · GREENWOOD VILLAGE, CO$323,400,000.00Regulatory AUM · August 2026
- CRESAP, INC.CRD 25899 · RADNOR, PA$339,016,488.00Regulatory AUM · August 2026
- CRESCAT PORTFOLIO MANAGEMENT LLCCRD 139620 · DENVER, CO$536,060,213.00Regulatory AUM · August 2026
- CRESCENT ADVISOR GROUP, INC.CRD 115974 · PLANO, TX$344,367,795.00Regulatory AUM · August 2026
- CRESCENT CITY RETIREMENT GROUP, LLCCRD 146666 · METAIRIE, LA$130,923,958.00Regulatory AUM · August 2026
- CRESCENT HILL PARTNERS LLCCRD 166276 · SARATOGA SPRINGS, NY$298,756,272.00Regulatory AUM · August 2026
- CRESCENT PARK MANAGEMENT, L.P.CRD 172326$234,441,995.00Regulatory AUM · August 2026
- CRESCENT STERLING LTDCRD 106633 · METAIRIE, LA$210,200,000.00Regulatory AUM · August 2026
- CRESTA ADVISORS, LTD.CRD 169641 · LAREDO, TX$786,011,371.00Regulatory AUM · August 2026
- CRESTMONT PRIVATE WEALTH LLCCRD 304170 · BOERNE, TX$362,987,469.00Regulatory AUM · August 2026
- CRESTWOOD CAPITAL MANAGEMENT, L.P.CRD 160807 · NEW YORK, NY$263,035,648.00Regulatory AUM · August 2026
- CREW CAPITAL MANAGEMENT, LTD.CRD 125402 · CINCINNATI, OH$235,415,875.00Regulatory AUM · August 2026
- CREWCIAL PARTNERS LLCCRD 131570 · NEW YORK, NY$971,646,493.00Regulatory AUM · August 2026
- CREWS & ASSOCIATES, INC.CRD 8052 · LITTLE ROCK, AR$181,087,303.00Regulatory AUM · August 2026
- CRF FINANCIAL GROUPCRD 127388 · INDIANAPOLIS, IN$279,481,430.00Regulatory AUM · August 2026
- CRG FUND MANAGER, LLCCRD 311944 · CHICAGO, IL$516,857,186.00Regulatory AUM · August 2026
- CROAK ASSET MANAGEMENT, LLCCRD 297666 · TOLEDO, OH$363,925,759.00Regulatory AUM · August 2026
- CROMWELL INVESTMENT ADVISORS, LLCCRD 314411 · BALTIMORE, MD$368,868,727.00Regulatory AUM · August 2026
- CROSS BORDER FINANCIAL PLANNING USA LLCCRD 317154 · PHILADELPHIA, PA$147,228,501.00Regulatory AUM · August 2026
- CROSS BORDER WEALTH, LLCCRD 288330 · NEW YORK, NY$221,885,239.00Regulatory AUM · August 2026
- CROSS FINANCIAL ADVISORS, LLCCRD 287686 · PORTLAND, OR$481,819,342.00Regulatory AUM · August 2026
- CROSS ISLAND ADVISORS LLCCRD 292058 · DARIEN, CT$453,000,000.00Regulatory AUM · August 2026
- CROSS RAPIDS CAPITAL LPCRD 313143 · NEW YORK, NY$335,782,125.00Regulatory AUM · August 2026
- CROSS SHORE CAPITAL MANAGEMENT, LLCCRD 136650 · GREAT NECK, NY$147,092,605.00Regulatory AUM · August 2026
- CROSS STAFF INVESTMENTS INC.CRD 165984 · PITTSFORD, NY$443,496,840.00Regulatory AUM · August 2026
- CROSS STATE FINANCIAL GROUP LLCCRD 282011 · ALBUQUERQUE, NM$188,304,908.00Regulatory AUM · August 2026