Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 46
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
- INTEGRATED WEALTH STRATEGIES, LLCCRD 155254 · AUSTIN, TX$151,693,473.00Regulatory AUM · August 2026
- INTEGRATED WEALTHCARE, LLCCRD 312929 · DURHAM, NC$218,160,219.00Regulatory AUM · August 2026
- INTEGRATIVE PLANNING, INC.CRD 336307 · CORNELIUS, NC$101,384,621.00Regulatory AUM · August 2026
- INTEGRIS WEALTH MANAGEMENT, LLCCRD 111336 · MONTEREY, CA$811,958,816.00Regulatory AUM · August 2026
- INTEGRITY CAPITAL MANAGEMENT LLCCRD 142693 · KINGSPORT, TN$180,540,377.00Regulatory AUM · August 2026
- INTEGRITY FINANCIAL ADVISORS, LLCCRD 313369 · WOBURN, MA$134,863,176.00Regulatory AUM · August 2026
- INTEGRITY FINANCIAL CORPORATIONCRD 137125 · JACKSON, WY$868,063,249.00Regulatory AUM · August 2026
- INTEGRITY FIXED INCOME MANAGEMENT, LLCCRD 135635 · ORLANDO, FL$921,469,554.00Regulatory AUM · August 2026
- INTEGRITY GROWTH PARTNERS, L.P.CRD 307975 · LOS ANGELES, CA$872,565,125.00Regulatory AUM · August 2026
- INTEGRITY INVESTMENT ADVISORS, LLCCRD 154131$394,292,094.00Regulatory AUM · August 2026
- INTEGRITY ROAD WEALTH PARTNERS LLCCRD 333154 · HOUSTON, TX$125,962,624.00Regulatory AUM · August 2026
- INTEGRITY WEALTH ADVISORS, INC.CRD 281708 · VENTURA, CA$285,486,435.00Regulatory AUM · August 2026
- INTEGRITY WEALTH LLCCRD 330809 · EUGENE, OR$304,822,152.00Regulatory AUM · August 2026
- INTEGRITY WEALTH MANAGEMENT, INC.CRD 150103 · SPOKANE, WA$163,150,031.00Regulatory AUM · August 2026
- INTEGRITY WEALTH MANAGEMENT, LLCCRD 130422$111,087,065.00Regulatory AUM · August 2026
- INTEGRITY WEALTH PARTNERS, LLCCRD 167314 · WALNUT CREEK, CA$193,862,881.00Regulatory AUM · August 2026
- INTEGRITY WEALTH SOLUTIONS LLCCRD 284862 · DENVER, CO$368,982,905.00Regulatory AUM · August 2026
- INTELLICAPITAL ADVISORS LLCCRD 316908 · PONTE VEDRA, FL$118,923,953.00Regulatory AUM · August 2026
- INTELLIGENCE DRIVEN ADVISERS, LLCCRD 299589 · CARLSBAD, CA$881,932,987.00Regulatory AUM · August 2026
- INTELLIGENT FINANCIAL STRATEGIES, LLCCRD 108048 · EXCELSIOR, MN$241,994,381.00Regulatory AUM · August 2026
- INTELLIGENT WEALTH SOLUTIONS LLCCRD 300403 · AUSTIN, TX$961,026,206.00Regulatory AUM · August 2026
- INTENTIONAL RETIREMENT, LLCCRD 310655 · OMAHA, NE$150,000,352.00Regulatory AUM · August 2026
- INTENTIONAL WEALTH STRATEGIESCRD 327743 · COLORADO SPRINGS, CO$171,262,114.00Regulatory AUM · August 2026
- INTENTIONAL, LLCCRD 318570 · FORT MILL, SC$175,825,193.00Regulatory AUM · August 2026
- INTERACTIVE FINANCIAL ADVISORS, INC.CRD 125117 · NEW LENOX, IL$240,418,188.00Regulatory AUM · August 2026
- INTERALPEN PARTNERS, LLCCRD 315587 · OMAHA, NE$273,689,471.00Regulatory AUM · August 2026
- INTERCAPITAL, LLCCRD 324314 · AUSTIN, TX$198,665,248.00Regulatory AUM · August 2026
- INTERCHANGE CAPITAL PARTNERS, LLCCRD 309314 · PITTSBURGH, PA$743,604,446.00Regulatory AUM · August 2026
- INTERGY PRIVATE WEALTH, LLCCRD 315698 · COLORADO SPRINGS, CO$602,618,422.00Regulatory AUM · August 2026
- INTERLOCK EQUITY LPCRD 315618 · LOS ANGELES, CA$486,436,664.00Regulatory AUM · August 2026
- INTERMARKET CORPORATIONCRD 161833 · NEW YORK, NY$431,517,751.00Regulatory AUM · August 2026
- INTERNATIONAL MANAGEMENT ADVISORS LTD.CRD 140361$109,484,003.00Regulatory AUM · August 2026
- $278,307,720.00Regulatory AUM · August 2026
- INTERNATIONAL PRIVATE WEALTH ADVISORS LLCCRD 323032 · SAN DIEGO, CA$255,341,082.00Regulatory AUM · August 2026
- INTERTIDE PARTNERS L.L.C.CRD 326896 · CHICAGO, IL$971,442,435.00Regulatory AUM · August 2026
- INTERVEST CAPITAL PARTNERS LLCCRD 159681 · NEW YORK, NY$689,306,606.00Regulatory AUM · August 2026
- INTERVEST LTDCRD 104614 · CHEVY CHASE, MD$246,950,187.00Regulatory AUM · August 2026
- INTERWEALTH MANAGEMENT, LLCCRD 155597 · SCOTTSDALE, AZ$298,005,781.00Regulatory AUM · August 2026
- INTRACK INVESTMENT MANAGEMENT, INC.CRD 106450 · SOUTH BURLINGTON, VT$275,749,648.00Regulatory AUM · August 2026
- INTREPID FINANCIAL PLANNING GROUP, LLCCRD 112196 · CARMEL, IN$390,401,120.00Regulatory AUM · August 2026
- INTREPID INVESTMENT MANAGEMENT, LLCCRD 192522 · HOUSTON, TX$322,840,000.00Regulatory AUM · August 2026
- INTRINSIC EDGE CAPITAL MANAGEMENT LLCCRD 285034 · CHICAGO, IL$771,828,290.00Regulatory AUM · August 2026
- INTRINSIC INVESTORS LLCCRD 111968 · WAUWATOSA, WI$129,418,311.00Regulatory AUM · August 2026
- INTRINSIC VALUE PARTNERS, LLCCRD 165214 · PHOENIX, AZ$220,560,987.00Regulatory AUM · August 2026
- INTRINSIC WEALTH COUNSEL, INC.CRD 105022 · TEMPE, AZ$344,681,068.00Regulatory AUM · August 2026
- INUKSHUK CAPITAL MANAGEMENT INC.CRD 333697$115,743,110.00Regulatory AUM · August 2026
- INVARIANT INVESTMENT MANAGEMENT LLCCRD 168772 · CAMP HILL, PA$182,679,710.00Regulatory AUM · August 2026
- INVENIO WEALTH PARTNERS, LLCCRD 323039 · CORAL GABLES, FL$364,001,634.00Regulatory AUM · August 2026
- INVERA WEALTH ADVISORS LLCCRD 323792$243,846,917.00Regulatory AUM · August 2026
- INVERSIONES SURA CORPCRD 318065 · MIAMI, FL$160,193,912.00Regulatory AUM · August 2026
- INVESCO PRIVATE CAPITAL, INC.CRD 107584 · NEW YORK, NY$860,423,023.00Regulatory AUM · August 2026
- INVEST CAPITAL PARTNERS, CO.CRD 287987 · SPRINGBORO, OH$271,883,275.00Regulatory AUM · August 2026
- INVESTABLE WEALTH, LLCCRD 166721$110,029,875.00Regulatory AUM · August 2026
- INVESTMARK ADVISORY GROUP LLCCRD 121060 · SHELTON, CT$929,666,878.00Regulatory AUM · August 2026
- INVESTMENT & RETIREMENT ADVISORS, LLCCRD 131741 · MURFREESBORO, TN$138,633,720.00Regulatory AUM · August 2026
- INVESTMENT & TAX STRATEGIES, INC.CRD 157717$118,000,000.00Regulatory AUM · August 2026
- INVESTMENT ADVISORY SERVICES GROUP LLCCRD 323361 · BOCA RATON, FL$179,338,120.00Regulatory AUM · August 2026
- INVESTMENT CONSULTANTS LLCCRD 314810$122,727,571.00Regulatory AUM · August 2026
- $178,140,454.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT & PLANNING LLCCRD 146041 · GREENVILLE, DE$238,848,448.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT ASSOCIATES, INC.CRD 110900 · GREENWOOD VILLAGE, CO$809,975,042.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT CONSULTANTSCRD 122718 · LAS VEGAS, NV$440,271,870.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT CORPORATIONCRD 107246 · ROANOKE, VA$191,179,778.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT TRUST, LLCCRD 129456 · FITCHBURG, MA$123,450,001.00Regulatory AUM · August 2026
- INVESTMENT MANAGERS GROUP, LLCCRD 164203 · TEMECULA, CA$116,757,023.00Regulatory AUM · August 2026
- INVESTMENT OFFICE RESOURCES, LLCCRD 311647 · CLAYTON, MO$126,500,157.00Regulatory AUM · August 2026
- INVESTMENT PARTNERS ASSET MANAGEMENTCRD 121812 · METUCHEN, NJ$333,440,657.00Regulatory AUM · August 2026
- INVESTMENT PARTNERS LTDCRD 108913 · NEW PHILADELPHIA, OH$892,284,139.00Regulatory AUM · August 2026
- INVESTMENT PERFORMANCE SERVICES LLCCRD 105527 · SAVANNAH, GA$763,736,810.00Regulatory AUM · August 2026
- INVESTMENT PLANNING ADVISORSCRD 299212 · CUMMING, GA$421,695,801.00Regulatory AUM · August 2026
- INVESTMENT PROFESSIONALS, LLCCRD 282495 · WAUNAKEE, WI$311,000,000.00Regulatory AUM · August 2026
- INVESTMENT RESEARCH PARTNERS LLCCRD 304315 · LEMONT, PA$512,374,995.00Regulatory AUM · August 2026
- INVESTMENTS & FINANCIAL PLANNING, LLCCRD 164333 · LEXINGTON, KY$318,664,226.00Regulatory AUM · August 2026
- INVESTOLOGY INC.CRD 130408 · RESTON, VA$250,000,000.00Regulatory AUM · August 2026
- INVESTOR ADVISORY GROUP, LLCCRD 106837 · CHARLOTTE, NC$172,053,936.00Regulatory AUM · August 2026
- $787,414,298.00Regulatory AUM · August 2026
- INVESTORS ASSET MANAGEMENT OF GEORGIA INCCRD 106796 · ATLANTA, GA$502,012,623.00Regulatory AUM · August 2026
- INVESTORS MOSAIC, LLCCRD 168619$192,063,361.00Regulatory AUM · August 2026
- INVESTORS PORTFOLIO SERVICES LLCCRD 117299 · PUYALLUP, WA$238,839,710.00Regulatory AUM · August 2026
- INVESTORS RESEARCH CORPORATIONCRD 132022 · ATLANTA, GA$666,716,622.00Regulatory AUM · August 2026
- INVESTRUST CONSULTING, LLCCRD 108037 · OKLAHOMA CITY, OK$588,198,253.00Regulatory AUM · August 2026
- INVEX ADVISORS LLCCRD 164519 · CORAL GABLES, FL$759,255,000.00Regulatory AUM · August 2026
- INVICTA ADVISORS LLCCRD 298868 · OAKMONT, PA$310,160,547.00Regulatory AUM · August 2026
- INVICTUS TIMING SERVICE LTDCRD 106372 · WESTBURY, NY$103,001,050.00Regulatory AUM · August 2026
- INVIDIA CAPITAL MANAGEMENT LPCRD 331334 · NEW YORK, NY$150,372,685.00Regulatory AUM · August 2026
- INVISOR FINANCIAL LLCCRD 174890 · SENECA, KS$198,543,563.00Regulatory AUM · August 2026
- ION PACIFIC, INC.CRD 328607 · VENICE, CA$554,895,487.00Regulatory AUM · August 2026
- IOWA WEALTH MANAGEMENT, LLCCRD 286435 · WEST DES MOINES, IA$123,925,708.00Regulatory AUM · August 2026
- IP FINANCIAL ADVISORY SERVICES LLCCRD 305772 · CHARLOTTE, NC$481,397,453.00Regulatory AUM · August 2026
- IPCP MANAGEMENT, LLCCRD 316853 · BOCA RATON, FL$345,577,803.00Regulatory AUM · August 2026
- IPSEN ADVISOR GROUP LLCCRD 318010 · LITTLE ROCK, AR$236,098,593.00Regulatory AUM · August 2026
- IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.CRD 106625 · BEVERLY, MA$730,158,575.00Regulatory AUM · August 2026
- IRIDIAN ASSET MANAGEMENT LLCCRD 104550$280,161,820.00Regulatory AUM · August 2026
- IRON FINANCIAL LLCCRD 106682 · NORTHBROOK, IL$489,165,569.00Regulatory AUM · August 2026
- IRON PATH CAPITAL, L.P.CRD 316139 · CHARLOTTESVILLE, VA$698,528,128.00Regulatory AUM · August 2026
- IRONARC MANAGEMENT, LLCCRD 336462 · AUSTIN, TX$834,087,168.00Regulatory AUM · August 2026
- IRONBRIDGE PRIVATE WEALTH, LLCCRD 287714 · AUSTIN, TX$379,680,244.00Regulatory AUM · August 2026
- IRONCLAD INVESTMENTS LLCCRD 154872 · MAITLAND, FL$217,885,495.00Regulatory AUM · August 2026
- IRONHORN ADVISORS LLCCRD 339425 · AUSTIN, TX$103,000,000.00Regulatory AUM · August 2026
- IRONHORSE CAPITAL LLCCRD 148572 · NASHVILLE, TN$120,503,506.00Regulatory AUM · August 2026