Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 39
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
- GRAHAM CAPITAL WEALTH MANAGEMENT, LLCCRD 281772 · WASHINGTON, DC$251,227,810.00Regulatory AUM · August 2026
- GRAHAM, BORDELON, GOLSON & GILBERT, INC.CRD 104612 · MONROE, LA$420,819,606.00Regulatory AUM · August 2026
- GRAMERCY STRATEGIC CAPITAL LLCCRD 315875$247,861,140.00Regulatory AUM · August 2026
- GRANADA WEALTH MANAGEMENT, LLCCRD 285812 · DAVIDSON, NC$171,378,044.00Regulatory AUM · August 2026
- GRAND CENTRAL INVESTMENT GROUP, LLCCRD 172537 · TAMPA, FL$196,238,900.00Regulatory AUM · August 2026
- GRAND CENTRAL MUSIC, LPCRD 329208$287,626,184.00Regulatory AUM · August 2026
- GRAND WEALTH MANAGEMENT, LLCCRD 132137 · GRAND RAPIDS, MI$597,808,427.00Regulatory AUM · August 2026
- GRANDVIEW ASSET MANAGEMENT LLCCRD 172357 · HARRISBURG, PA$411,657,820.00Regulatory AUM · August 2026
- GRANDVIEW PROPERTY PARTNERS, LLCCRD 299814 · GREENWICH, CT$890,120,992.00Regulatory AUM · August 2026
- GRANEY & KING, LLCCRD 126461 · LATHAM, NY$484,401,045.00Regulatory AUM · August 2026
- GRANGE CAPITAL, LLCCRD 131699 · BEAVERTON, OR$217,211,746.00Regulatory AUM · August 2026
- GRANITE CAPITAL MANAGEMENT, LLCCRD 141743 · OAKLAND, CA$314,602,057.00Regulatory AUM · August 2026
- GRANITE FINANCIAL GROUP, LLCCRD 168675 · BROOKFIELD, WI$186,200,000.00Regulatory AUM · August 2026
- GRANITE FO, LLCCRD 323432$865,575,192.00Regulatory AUM · August 2026
- GRANITE GROUP ADVISORS, LLCCRD 127357 · STAMFORD, CT$829,616,574.00Regulatory AUM · August 2026
- GRANITE HARBOR ADVISORS, INC.CRD 179523 · HOUSTON, TX$642,136,188.00Regulatory AUM · August 2026
- GRANITE ISLANDS PRIVATE WEALTH, LLCCRD 336263 · GUILFORD, CT$229,860,232.00Regulatory AUM · August 2026
- GRANITE STATE RETIREMENT PLANNING, INC.CRD 141899 · BEDFORD, NH$143,154,979.00Regulatory AUM · August 2026
- GRANT AVENUE CAPITAL LLCCRD 313104 · NEW YORK, NY$716,088,499.00Regulatory AUM · August 2026
- GRANT KOEHLER & LEVIN LTD.CRD 125531$289,350,790.00Regulatory AUM · August 2026
- GRANT PRIVATE WEALTH MANAGEMENT, INC.CRD 292917 · PLEASANTON, CA$254,990,700.00Regulatory AUM · August 2026
- GRANT STREET ASSET MANAGEMENT INCCRD 106980 · CANONSBURG, PA$768,881,121.00Regulatory AUM · August 2026
- GRANTVEST FINANCIAL GROUP LLCCRD 310272 · MATAWAN, NJ$230,000,000.00Regulatory AUM · August 2026
- GRAPHENE CAPITAL MANAGEMENT LPCRD 330557 · NEW YORK, NY$238,100,000.00Regulatory AUM · August 2026
- GRATIA CAPITAL, LLCCRD 163876 · LOS ANGELES, CA$185,835,116.00Regulatory AUM · August 2026
- GRATTAN FINANCIAL STRATEGIES, INC.CRD 108449 · SAN GABRIEL, CA$352,782,386.00Regulatory AUM · August 2026
- GRATUS WEALTH ADVISORS LLCCRD 328641 · VIRGINIA BEACH, VA$822,187,016.00Regulatory AUM · August 2026
- GRAVER CAPITAL MANAGEMENT, LLCCRD 312515 · COLUMBUS, OH$153,517,812.00Regulatory AUM · August 2026
- GRAVITALIX FINANCIAL LLCCRD 340206 · CORAL SPRINGS, FL$395,184,367.00Regulatory AUM · August 2026
- GRAY PRIVATE WEALTH, LLCCRD 128547 · CANTON, MA$540,678,977.00Regulatory AUM · August 2026
- GRAYBILL WEALTH MANAGEMENT, LTD.CRD 112046 · ELMHURST, IL$525,763,789.00Regulatory AUM · August 2026
- GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLCCRD 306068 · TEMPE, AZ$297,272,886.00Regulatory AUM · August 2026
- GRAYSTREET CAPITAL MANAGEMENT, LLCCRD 334967 · SAN ANTONIO, TX$159,000,000.00Regulatory AUM · August 2026
- GREAT DIAMOND PARTNERS, LLCCRD 299598 · PORTLAND, ME$804,063,563.00Regulatory AUM · August 2026
- GREAT ELM CAPITAL MANAGEMENT, LLCCRD 284304 · PALM BEACH GARDENS, FL$346,129,524.00Regulatory AUM · August 2026
- GREAT GABLE ADVISORS, LLCCRD 297501 · BEVERLY HILLS, CA$220,534,897.00Regulatory AUM · August 2026
- GREAT HILL ADVISORY LTD.CRD 283228 · PORT WASHINGTON, NY$218,409,500.00Regulatory AUM · August 2026
- GREAT LAKES WEALTH, LLCCRD 282362 · NORTHVILLE, MI$166,285,421.00Regulatory AUM · August 2026
- GREAT OAK CAPITAL PARTNERS, LLCCRD 281045 · SOUTH EASTON, MA$477,932,440.00Regulatory AUM · August 2026
- GREAT POINT WEALTH ADVISORS, LLCCRD 147082 · BOSTON, MA$725,768,485.00Regulatory AUM · August 2026
- GREAT RANGE CAPITAL, LLCCRD 164294 · MISSION WOODS, KS$495,035,496.00Regulatory AUM · August 2026
- GREAT RIVER FINANCIAL LLCCRD 314172 · PLYMOUTH, MN$201,939,212.00Regulatory AUM · August 2026
- GREATER MIDWEST FINANCIAL GROUP, LLCCRD 324387 · SAINT PAUL, MN$589,267,761.00Regulatory AUM · August 2026
- GREEN & DECKERT LLCCRD 299006 · LUBBOCK, TX$132,796,346.00Regulatory AUM · August 2026
- GREEN ALPHA ADVISORS, LLCCRD 144413 · NIWOT, CO$253,901,033.00Regulatory AUM · August 2026
- GREEN CAPITAL PRIVATE WEALTH LLCCRD 323357 · MIAMI, FL$150,000,000.00Regulatory AUM · August 2026
- GREEN CITIES INVESTMENT MANAGEMENT, LLCCRD 166263 · PORTLAND, OR$875,009,687.00Regulatory AUM · August 2026
- GREEN HORIZON PARTNERS CAPITAL LLCCRD 335760$159,589,409.00Regulatory AUM · August 2026
- GREEN RIDGE WEALTH PLANNING LLCCRD 304236 · MONTVILLE, NJ$389,606,027.00Regulatory AUM · August 2026
- GREENBELT INVESTMENT ADVISORS, LLCCRD 155704 · ROUND ROCK, TX$167,020,947.00Regulatory AUM · August 2026
- GREENBERG FINANCIAL GROUPCRD 38747 · TUCSON, AZ$406,904,132.00Regulatory AUM · August 2026
- GREENBERG GARY LOUISCRD 108423 · EDEN PRAIRIE, MN$141,122,774.00Regulatory AUM · August 2026
- GREENBRIDGE PARTNERS LLCCRD 304445 · LAKELAND, FL$433,127,053.00Regulatory AUM · August 2026
- GREENBROOK MANAGEMENT, LLCCRD 313632 · NEW YORK, NY$108,493,703.00Regulatory AUM · August 2026
- GREENBUSH FINANCIAL GROUP, LLCCRD 125500 · ALBANY, NY$616,539,856.00Regulatory AUM · August 2026
- GREENFIELD SEITZ CAPITAL MANAGEMENT, LLCCRD 150434 · DALLAS, TX$363,362,682.00Regulatory AUM · August 2026
- GREENHAVEN ROAD INVESTMENT MANAGEMENT, LPCRD 288555 · GREENWICH, CT$299,485,528.00Regulatory AUM · August 2026
- GREENHOUSE WEALTH MANAGEMENT, LLCCRD 283763 · WESTPORT, CT$288,579,995.00Regulatory AUM · August 2026
- GREENLEA LANE CAPITAL MANAGEMENT LLCCRD 162012$461,851,769.00Regulatory AUM · August 2026
- GREENLEAF FINANCIAL GROUP, LLCCRD 137933 · CARMEL, IN$175,200,121.00Regulatory AUM · August 2026
- GREENLEAF FINANCIAL NETWORK, LLCCRD 284165$123,695,747.00Regulatory AUM · August 2026
- GREENLINE WEALTH MANAGEMENT LLCCRD 298397 · BOCA RATON, FL$116,970,119.00Regulatory AUM · August 2026
- GREENPORT CAPITAL ADVISORS, LLCCRD 205511 · MARLBOROUGH, MA$119,177,562.00Regulatory AUM · August 2026
- GREENRIDGE EQUITY PARTNERS, LLCCRD 171612 · AUSTIN, TX$408,769,000.00Regulatory AUM · August 2026
- GREENROCK RESEARCH, INC.CRD 131825 · CHICAGO, IL$863,850,837.00Regulatory AUM · August 2026
- GREENSHIELDS CAPITAL LLCCRD 284814 · EL SEGUNDO, CA$192,479,530.00Regulatory AUM · August 2026
- GREENSKEEPER ASSET MANAGEMENT INC.CRD 325725$116,268,818.00Regulatory AUM · August 2026
- GREENSLEDGE ASSET MANAGEMENT LLCCRD 307732 · GLASTONBURY, CT$592,815,523.00Regulatory AUM · August 2026
- GREENSTONE BELT WEALTH ADVISORS, LLCCRD 335862 · CHICAGO, IL$260,060,000.00Regulatory AUM · August 2026
- GREENSTONE PARTNERS, LLCCRD 136566 · LARKSPUR, CA$499,304,934.00Regulatory AUM · August 2026
- GREENSVIEW WEALTH MANAGEMENT LLCCRD 297321 · FRANKLIN, TN$121,096,000.00Regulatory AUM · August 2026
- GREENUP STREET WEALTH MANAGEMENT LLCCRD 311391 · OVERLAND PARK, KS$900,364,399.00Regulatory AUM · August 2026
- GREENWAY FINANCIAL, LLCCRD 288864 · FARMINGTON HILLS, MI$151,359,822.00Regulatory AUM · August 2026
- GREENWAY WEALTH ADVISORS, LLCCRD 290727 · CHARLOTTE, NC$184,545,281.00Regulatory AUM · August 2026
- GREENWICH ADVISORS, LLCCRD 165892 · GREENWICH, CT$293,191,795.00Regulatory AUM · August 2026
- GREENWOOD FAMILY ADVISORS LLCCRD 304820 · MIAMI, FL$327,142,309.00Regulatory AUM · August 2026
- GREENWOOD INVESTORS LLCCRD 155088 · NEW YORK, NY$179,785,599.00Regulatory AUM · August 2026
- GREGORY LYLE & CO.CRD 113683$192,222,626.00Regulatory AUM · August 2026
- GRETCHEN STANGIER, INC.CRD 171336 · CLACKAMAS, OR$300,433,806.00Regulatory AUM · August 2026
- GREY FOX WEALTH ADVISORS, LLCCRD 307172 · ROCKLAND, DE$698,757,861.00Regulatory AUM · August 2026
- GREY LEDGE ADVISORS, LLCCRD 124867 · GUILFORD, CT$616,042,789.00Regulatory AUM · August 2026
- GREY ROCK ENERGY MANAGEMENT, LLCCRD 170956 · DALLAS, TX$259,931,030.00Regulatory AUM · August 2026
- GREY ROCK MANAGEMENT PARTNERS IV, LLCCRD 317664 · DALLAS, TX$856,660,947.00Regulatory AUM · August 2026
- GREYBULL ADVISORS, LLCCRD 317767 · JACKSON, WY$513,589,887.00Regulatory AUM · August 2026
- GREYBULL PARTNERS LLCCRD 128390 · ATLANTA, GA$241,003,593.00Regulatory AUM · August 2026
- GREYKASELL WEALTH STRATEGIES, INC.CRD 329018 · DANVILLE, CA$443,182,237.00Regulatory AUM · August 2026
- GREYLOCK CAPITAL MANAGEMENT, LLCCRD 137825 · STAMFORD, CT$313,880,151.00Regulatory AUM · August 2026
- GREYSTONE FINANCIAL & ESTATE SERVICES, INC.CRD 318092 · KIRKLAND, WA$117,107,722.00Regulatory AUM · August 2026
- GREYSTONE FINANCIAL GROUP, LLCCRD 306595 · BLOOMFIELD HILLS, MI$494,923,468.00Regulatory AUM · August 2026
- GRID 202 LLCCRD 299357 · NEW YORK, NY$136,632,421.00Regulatory AUM · August 2026
- GRIDIRON PARTNERS, LLCCRD 300920 · WEXFORD, PA$285,750,950.00Regulatory AUM · August 2026
- GRIDLINE ADVISORS, LLCCRD 317336 · ATLANTA, GA$332,137,394.00Regulatory AUM · August 2026
- GRIFFIN BLACK, LLCCRD 134684 · REDWOOD CITY, CA$355,515,601.00Regulatory AUM · August 2026
- GRIFFIN FAMILY PARTNERS, LLCCRD 285042$283,947,501.00Regulatory AUM · August 2026
- GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLCCRD 336578 · LOS ANGELES, CA$363,529,062.00Regulatory AUM · August 2026
- GRIFFITH & WERNER, INC.CRD 136380 · CANTON, GA$218,626,958.00Regulatory AUM · August 2026
- GRIFFITHS, DREHER & EVANS, P.S., CPASCRD 142448 · SPOKANE, WA$311,409,733.00Regulatory AUM · August 2026
- GRIMALDI PORTFOLIO SOLUTIONS, INCCRD 106199 · WAPPINGERS FALLS, NY$133,000,000.00Regulatory AUM · August 2026
- GRITSTONE ASSET MANAGEMENT LLCCRD 298500 · BETHESDA, MD$114,882,356.00Regulatory AUM · August 2026
- GRIZZLYROCK CAPITAL, LLCCRD 226650 · CHICAGO, IL$192,696,000.00Regulatory AUM · August 2026