Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 45
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
- IMPACT INVESTMENT ADVISER LLCCRD 149929 · SAN FRANCISCO, CA$558,516,416.00Regulatory AUM · August 2026
- IMPACT INVESTORS, INC.CRD 289028$318,228,152.00Regulatory AUM · August 2026
- IMPACT RETIREMENT ADVISORS, LLCCRD 330475$827,712,591.00Regulatory AUM · August 2026
- IMPACT SHARES CORPCRD 282472 · DALLAS, TX$210,416,293.00Regulatory AUM · August 2026
- IMPACTFOLIO LLCCRD 291716 · DENVER, CO$288,881,574.00Regulatory AUM · August 2026
- IMPERITY WEALTH ALLIANCE LLCCRD 339113 · MELVILLE, NY$139,699,291.00Regulatory AUM · August 2026
- IMPERIUM WEALTH MANAGEMENT, LLCCRD 159148 · SAN ANTONIO, TX$264,570,474.00Regulatory AUM · August 2026
- IMPRINT WEALTH LLCCRD 322130 · MOUNT PLEASANT, SC$131,551,371.00Regulatory AUM · August 2026
- IMPULSORA DEL FONDO MEXICO, SCCRD 105298$333,532,759.00Regulatory AUM · August 2026
- IMS CAPITAL MANAGEMENT LLCCRD 105939 · CLACKAMAS, OR$380,938,794.00Regulatory AUM · August 2026
- IMZ ADVISORY INC.CRD 314890 · BOCA RATON, FL$452,739,985.00Regulatory AUM · August 2026
- IN ON CAPITAL ADVISORS LLCCRD 290038 · MIAMI, FL$389,430,840.00Regulatory AUM · August 2026
- INCA INVESTMENTS, LLCCRD 131194 · MIAMI, FL$569,631,005.00Regulatory AUM · August 2026
- INCASA LLCCRD 174058 · MIAMI, FL$725,207,032.00Regulatory AUM · August 2026
- INCEPTIONR LLCCRD 310565$786,146,394.00Regulatory AUM · August 2026
- INCEPTIV MANAGEMENT, LPCRD 310133 · CULVER CITY, CA$255,535,621.00Regulatory AUM · August 2026
- INCISION CAPITAL MANAGEMENT LPCRD 325593 · SAN FRANCISCO, CA$220,288,168.00Regulatory AUM · August 2026
- INCLINE GLOBAL MANAGEMENT, LLCCRD 162607 · NEW YORK, NY$258,953,084.00Regulatory AUM · August 2026
- INCLUSIVE CAPITAL PARTNERS, L.P.CRD 309419 · SAN FRANCISCO, CA$591,050,469.00Regulatory AUM · August 2026
- INCOME & ASSET ADVISORY, INC.CRD 124955 · ARMONK, NY$174,837,705.00Regulatory AUM · August 2026
- INCOME FOCUS PORTFOLIO MANAGEMENT, LLCCRD 165477 · JACKSON, WY$362,464,641.00Regulatory AUM · August 2026
- INCOMPASS FINANCIAL PARTNERS, LLCCRD 318227 · ALPHARETTA, GA$192,040,869.00Regulatory AUM · August 2026
- INDAGO CAPITAL LLCCRD 330343 · NEW YORK, NY$555,892,738.00Regulatory AUM · August 2026
- INDELIBLE WEALTH GROUP LLCCRD 166864$156,030,869.00Regulatory AUM · August 2026
- INDEPENDENCE FINANCIAL ADVISORS, LLCCRD 156305 · FRANKLIN, NH$463,792,334.00Regulatory AUM · August 2026
- INDEPENDENCE WEALTH ADVISORS, LLCCRD 306236 · INDEPENDENCE, OH$210,302,903.00Regulatory AUM · August 2026
- INDEPENDENT ACCESS PARTNERS, LLCCRD 305842 · HUNT VALLEY, MD$256,948,420.00Regulatory AUM · August 2026
- INDEPENDENT FAMILY OFFICE, LLCCRD 144811 · ALBANY, NY$760,100,086.00Regulatory AUM · August 2026
- INDEPENDENT FINANCIAL ADVISORS, INC.CRD 115798 · NORTH LITTLE ROCK, AR$134,495,327.00Regulatory AUM · August 2026
- INDEPENDENT INVESTORS INCCRD 105677 · NESCONSET, NY$571,907,843.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH ADVISORS, LLCCRD 328786 · CARY, NC$195,338,422.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH MANAGEMENT LLCCRD 146633 · KENOSHA, WI$107,087,243.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH MANAGEMENT, LLCCRD 124242 · TRAVERSE CITY, MI$203,006,142.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH NETWORK, INC.CRD 286262 · URBANDALE, IA$518,379,731.00Regulatory AUM · August 2026
- INDEX TECHNOLOGIES GROUP LLCCRD 327771 · NEW YORK, NY$178,270,658.00Regulatory AUM · August 2026
- INDEXPERTS, LLCCRD 314858 · CHARLOTTE, NC$100,888,502.00Regulatory AUM · August 2026
- INDFIN LLCCRD 127898$128,376,327.00Regulatory AUM · August 2026
- INDIA CAPITAL LLCCRD 309034 · MINNEAPOLIS, MN$365,298,804.00Regulatory AUM · August 2026
- INDIA CAPITAL MANAGEMENT LIMITEDCRD 162996$395,345,615.00Regulatory AUM · August 2026
- INDIANO CAPITAL MANAGEMENT INC.CRD 122620 · ROCHESTER, NY$253,822,996.00Regulatory AUM · August 2026
- INDIE ASSET PARTNERS, LLCCRD 154503 · CARMEL, IN$685,212,417.00Regulatory AUM · August 2026
- INDIVIDUAL ASSET MANAGEMENT, INCCRD 123418 · SAN MATEO, CA$173,098,000.00Regulatory AUM · August 2026
- INDUSTRIAL DEVELOPMENT FUNDING LLCCRD 298015 · MIAMI BEACH, FL$624,006,774.00Regulatory AUM · August 2026
- INFANGER INVESTMENT TECHNOLOGY, LLCCRD 112328 · MOUNTAIN VIEW, CA$494,923,592.00Regulatory AUM · August 2026
- INFINEDI PARTNERS, LPCRD 298191$577,337,128.00Regulatory AUM · August 2026
- INFINITE GIVING ADVISORY SERVICES, INC.CRD 315935 · ATLANTA, GA$112,814,787.00Regulatory AUM · August 2026
- INFINITY ADVISORY GROUP, LLCCRD 324723 · PORTAGE, MI$128,916,906.00Regulatory AUM · August 2026
- INFINITY INVESTMENT ADVISORS LLCCRD 332590 · HUNTSVILLE, AL$100,020,965.00Regulatory AUM · August 2026
- INFINITY WEALTH COUNSEL, LLCCRD 171959 · LOVELAND, OH$151,948,550.00Regulatory AUM · August 2026
- INFINIUM INVESTMENT ADVISORS, LLCCRD 149123 · DENVER, CO$152,443,632.00Regulatory AUM · August 2026
- INFLECTION CAPITAL MANAGEMENT, LLCCRD 333157 · SAN FRANCISCO, CA$365,605,247.00Regulatory AUM · August 2026
- INFUSIVE ASSET MANAGEMENT INC.CRD 285765 · NEW YORK, NY$295,888,631.00Regulatory AUM · August 2026
- INGRAM ADVISORY SERVICES, LLCCRD 123508 · WINTER HAVEN, FL$109,309,178.00Regulatory AUM · August 2026
- INKWELL CAPITAL LLCCRD 155907$112,174,469.00Regulatory AUM · August 2026
- INLAND ADVISORY SERVICES, LLCCRD 338893 · OAK BROOK, IL$443,050,000.00Regulatory AUM · August 2026
- INLET PRIVATE WEALTH, LLCCRD 297154 · JUPITER, FL$608,135,699.00Regulatory AUM · August 2026
- INLIGHT WEALTH MANAGEMENT, LLCCRD 289908 · ATLANTA, GA$843,283,156.00Regulatory AUM · August 2026
- INMAN FINANCIAL SERVICES, INC.CRD 297414 · PORTLAND, OR$197,453,684.00Regulatory AUM · August 2026
- INMAN JAGER WEALTH MANAGEMENT, LLCCRD 329603 · HATTIESBURG, MS$225,002,118.00Regulatory AUM · August 2026
- INNEALTA CAPITAL, LLCCRD 292158$222,447,705.00Regulatory AUM · August 2026
- INNIS INVESTMENTS LLCCRD 105275$173,283,273.00Regulatory AUM · August 2026
- INNOVA ADVISORS LLCCRD 318958 · CORAL GABLES, FL$264,788,168.00Regulatory AUM · August 2026
- INNOVA WEALTH PARTNERS, LLCCRD 168500 · NEWTOWN, PA$288,186,234.00Regulatory AUM · August 2026
- INNOVAHEALTH PARTNERS, LPCRD 297788 · NEW YORK, NY$301,019,528.00Regulatory AUM · August 2026
- INNOVATIVE ADVISORY GROUP, LLCCRD 146618 · LEXINGTON, MA$194,000,000.00Regulatory AUM · August 2026
- INNOVATIVE ADVISORY PARTNERS, LLCCRD 156135 · HIXSON, TN$352,100,000.00Regulatory AUM · August 2026
- INNOVATIVE ASSET ADVISORS GROUP, LLCCRD 336773 · SHELTON, CT$297,932,861.00Regulatory AUM · August 2026
- INNOVATIVE CAPITAL ADVISORS, LLCCRD 161281 · CHICAGO, IL$619,456,034.00Regulatory AUM · August 2026
- INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCCRD 332536 · CRANFORD, NJ$594,905,446.00Regulatory AUM · August 2026
- INNOVATIVE FINANCIAL, LLCCRD 127469 · LAKEWOOD, CO$105,290,978.00Regulatory AUM · August 2026
- INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.CRD 324586 · SOMERS, NY$367,006,766.00Regulatory AUM · August 2026
- INNOVATIVE WEALTH BUILDING LLCCRD 314942 · CALIFORNIA, MD$657,212,436.00Regulatory AUM · August 2026
- INNOVIUS CAPITAL MANAGEMENT, LLCCRD 311568 · SAN FRANCISCO, CA$366,100,000.00Regulatory AUM · August 2026
- INSIGHT 2811 INCCRD 109784 · CHICAGO, IL$339,567,276.00Regulatory AUM · August 2026
- INSIGHT ADVISORS, LLCCRD 168057 · NEWTOWN, PA$785,650,000.00Regulatory AUM · August 2026
- INSIGHT EQUITY MANAGEMENT COMPANY LLCCRD 157092 · SOUTHLAKE, TX$885,942,920.00Regulatory AUM · August 2026
- INSIGHT FOLIOS INCCRD 174411 · CHARLOTTE, NC$331,267,908.00Regulatory AUM · August 2026
- INSIGHT INV LLCCRD 172511 · EL SEGUNDO, CA$245,734,467.00Regulatory AUM · August 2026
- INSIGHT STRATEGIC WEALTH LLCCRD 147290 · KNOXVILLE, TN$400,962,959.00Regulatory AUM · August 2026
- INSTITUTIONAL CAPITAL MANAGEMENT, INC.CRD 108986$605,000,000.00Regulatory AUM · August 2026
- INSTITUTIONAL INVESTMENT ADVISORS CORPCRD 126055 · NEW YORK, NY$105,215,000.00Regulatory AUM · August 2026
- INSTITUTIONAL INVESTMENT CONSULTINGCRD 168705 · BLOOMFIELD HILLS, MI$125,000,000.00Regulatory AUM · August 2026
- INSTRUMENTAL WEALTH, LLCCRD 310788 · TAMPA, FL$507,996,008.00Regulatory AUM · August 2026
- INTEGRA FINANCIAL, INC.CRD 113422 · GREENWOOD VILLAGE, CO$123,404,680.00Regulatory AUM · August 2026
- INTEGRA GLOBAL ADVISORS LLCCRD 288511 · STAMFORD, CT$684,071,834.00Regulatory AUM · August 2026
- INTEGRA WEALTH, LLCCRD 149999 · CHATTANOOGA, TN$116,465,458.00Regulatory AUM · August 2026
- INTEGRAL FINANCIAL PLANNING LLCCRD 148097$158,025,042.00Regulatory AUM · August 2026
- INTEGRAL INVESTMENT ADVISORS, INC.CRD 146569 · TURLOCK, CA$673,906,692.00Regulatory AUM · August 2026
- INTEGRAS PARTNERS, LLCCRD 172979 · ALPHARETTA, GA$244,833,956.00Regulatory AUM · August 2026
- INTEGRATED BENEFITS, INCORPORATEDCRD 112518$101,291,369.00Regulatory AUM · August 2026
- INTEGRATED CAPITAL MANAGEMENT LLCCRD 284766 · BLOOMFIELD HILLS, MI$429,760,147.00Regulatory AUM · August 2026
- INTEGRATED CAPITAL MANAGEMENT, INC.CRD 149489 · JESSUP, PA$232,443,145.00Regulatory AUM · August 2026
- INTEGRATED FINANCIAL CONSULTING, LLCCRD 130920 · AIRMONT, NY$141,472,440.00Regulatory AUM · August 2026
- INTEGRATED FINANCIAL SOLUTIONS, INC.CRD 112038 · RESTON, VA$303,305,402.00Regulatory AUM · August 2026
- INTEGRATED FINANCIAL STRATEGIES, LLCCRD 165007 · FORT LAUDERDALE, FL$322,000,000.00Regulatory AUM · August 2026
- INTEGRATED INVESTMENT STRATEGIES,INC.CRD 122706 · CARMEL, IN$104,549,560.00Regulatory AUM · August 2026
- $119,404,994.00Regulatory AUM · August 2026
- INTEGRATED QUANTITATIVE INVESTMENTS LLCCRD 310106 · BELLEVUE, WA$844,781,025.00Regulatory AUM · August 2026
- INTEGRATED WEALTH ADVISORS, LLCCRD 314575 · BELLEVUE, WA$122,360,346.00Regulatory AUM · August 2026
- INTEGRATED WEALTH MANAGEMENT, INC.CRD 141092 · UNIONTOWN, OH$254,065,547.00Regulatory AUM · August 2026