Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 57
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
- MB GLOBAL ADVISERS, LLCCRD 166823 · NEW YORK, NY$562,468,675.00Regulatory AUM · August 2026
- MB, LEVIS & ASSOCIATES,LLCCRD 164197 · CENTER VALLEY, PA$411,582,981.00Regulatory AUM · August 2026
- MBA ADVISORS LLCCRD 168073 · HERMITAGE, PA$342,613,223.00Regulatory AUM · August 2026
- MBE WEALTH MANAGEMENT, LLCCRD 165516 · TOMAH, WI$977,101,000.00Regulatory AUM · August 2026
- MBF HEALTHCARE MANAGEMENT II, LLCCRD 283576 · CORAL GABLES, FL$235,034,989.00Regulatory AUM · August 2026
- MBM WEALTH CONSULTANTS, LLCCRD 169091 · CHESTERFIELD, MO$476,665,130.00Regulatory AUM · August 2026
- MBX INVESTORS LLCCRD 339299 · FARMINGTON HILLS, MI$457,817,644.00Regulatory AUM · August 2026
- MCALISTER, SWEET & ASSOCIATES, INC.CRD 290626 · HOUSTON, TX$224,207,084.00Regulatory AUM · August 2026
- MCALLISTER CAPITAL MANAGEMENT CORPORATIONCRD 115613 · JACKSON, MS$306,161,569.00Regulatory AUM · August 2026
- MCALVANY WEALTH MANAGEMENT, LLCCRD 146021 · DURANGO, CO$224,230,606.00Regulatory AUM · August 2026
- MCBREARTY CAPITAL MANAGEMENT INCCRD 108972 · KNOXVILLE, TN$279,700,170.00Regulatory AUM · August 2026
- MCBROOM & ASSOCIATES, LLCCRD 151187 · LAS VEGAS, NV$242,094,579.00Regulatory AUM · August 2026
- MCCARLEY & COOK LLCCRD 310087 · CINCINNATI, OH$169,055,195.00Regulatory AUM · August 2026
- MCCARTER PRIVATE WEALTH SERVICES LLCCRD 108191 · BOSTON, MA$427,720,202.00Regulatory AUM · August 2026
- MCCARTHY ASSET MANAGEMENT, INC.CRD 118285 · REDWOOD SHORES, CA$422,403,865.00Regulatory AUM · August 2026
- MCCARTNEY WEALTH MANAGEMENT LLCCRD 154722 · SAINT LOUIS, MO$220,729,425.00Regulatory AUM · August 2026
- MCCAY WEALTH ADVISORY LLCCRD 286503 · MANCHESTER, TN$495,389,747.00Regulatory AUM · August 2026
- MCCLARREN FINANCIAL ADVISORS, INC.CRD 122147 · STATE COLLEGE, PA$453,000,000.00Regulatory AUM · August 2026
- MCCOLLUM CHRISTOFERSON GROUP, LLCCRD 268812 · AMHERST, NY$415,847,084.00Regulatory AUM · August 2026
- MCCORMACK FINANCIAL PLANNING INC.CRD 136857 · ATLANTA, GA$115,737,255.00Regulatory AUM · August 2026
- MCCULLEY FINANCIAL GROUP, LLCCRD 154891 · WESTCHESTER, IL$188,677,227.00Regulatory AUM · August 2026
- MCDERMOTT INVESTMENT ADVISORS, LLCCRD 132221 · NAPLES, FL$203,288,172.00Regulatory AUM · August 2026
- MCDONALD FINANCIAL SERVICES, LLCCRD 282899 · MONTGOMERY, AL$443,547,941.00Regulatory AUM · August 2026
- MCDONNELL WEALTH MANAGEMENT, LLCCRD 164252 · FRANKFORT, IL$166,690,509.00Regulatory AUM · August 2026
- MCDONOUGH CAPITAL MANAGEMENT, INC.CRD 143767 · ORLANDO, FL$258,240,524.00Regulatory AUM · August 2026
- MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLCCRD 115120 · DALLAS, TX$663,171,788.00Regulatory AUM · August 2026
- MCGINN PENNINGER INVESTMENT MANAGEMENT INC.CRD 107396 · ALEXANDRIA, VA$204,440,844.00Regulatory AUM · August 2026
- MCGINTY ROAD PARTNERS, LPCRD 290390 · MINNETONKA, MN$645,978,115.00Regulatory AUM · August 2026
- MCGOWAN & CO LLPCRD 108736 · BRYN MAWR, PA$655,611,187.00Regulatory AUM · August 2026
- MCGRATH & ASSOCIATES, INC.CRD 121197 · ASHEVILLE, NC$155,898,135.00Regulatory AUM · August 2026
- MCGUIRE CAPITAL ADVISORS, INC.CRD 164549 · BETHANY, OK$202,424,203.00Regulatory AUM · August 2026
- MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.CRD 105522 · ORLEANS, MA$172,003,910.00Regulatory AUM · August 2026
- MCKINLEY ALASKA PRIVATE INVESTMENT, LLCCRD 319075 · ANCHORAGE, AK$206,225,201.00Regulatory AUM · August 2026
- MCKINLEY FINANCIAL ADVISORS INCCRD 282443 · BROOKVILLE, PA$117,248,954.00Regulatory AUM · August 2026
- MCKINLEY MONEY, LLCCRD 145571 · EAU-CLAIRE, WI$163,729,560.00Regulatory AUM · August 2026
- MCKINNEY CAPITAL MANAGEMENT LLCCRD 338774 · HOUSTON, TX$246,134,643.00Regulatory AUM · August 2026
- MCLAUGHLIN ASSET MANAGEMENT, INC.CRD 125735 · DANVILLE, IL$176,147,241.00Regulatory AUM · August 2026
- MCLAUGHLIN RYDER INVESTMENTS, INC.CRD 147529 · ALEXANDRIA, VA$522,091,202.00Regulatory AUM · August 2026
- MCLEAN ASSET MANAGEMENT CORPORATIONCRD 108067 · TYSONS, VA$993,930,145.00Regulatory AUM · August 2026
- MCM ADVISERS, LPCRD 110656 · ORINDA, CA$118,411,793.00Regulatory AUM · August 2026
- MCMAHAN CAPITAL MANAGEMENT LLCCRD 109140 · CARMEL, IN$135,878,250.00Regulatory AUM · August 2026
- MCMILL WEALTH INCCRD 129015 · NORFOLK, NE$862,276,146.00Regulatory AUM · August 2026
- MCMILLAN OFFICE, INC.CRD 157836 · ST. CLAIR SHORES, MI$913,684,095.00Regulatory AUM · August 2026
- MCNALLY ADVISORS, LLCCRD 158707 · CHICAGO, IL$680,921,960.00Regulatory AUM · August 2026
- MCNAMARA FINANCIAL SERVICES, INC.CRD 154311 · MARSHFIELD, MA$797,882,019.00Regulatory AUM · August 2026
- MCNAUGHTON WEALTH MANAGEMENT, LLCCRD 300330 · SAN DIEGO, CA$291,623,458.00Regulatory AUM · August 2026
- MCP ADVISERS, LLCCRD 328391 · ATLANTA, GA$400,000,000.00Regulatory AUM · August 2026
- MCRAE CAPITAL MANAGEMENT INC.CRD 104567 · MORRISTOWN, NJ$795,025,614.00Regulatory AUM · August 2026
- MCS FINANCIAL ADVISORS LLCCRD 106327$162,620,869.00Regulatory AUM · August 2026
- MCT ENTERTAINMENT ADVISORS LLCCRD 328135 · WEST HOLLYWOOD, CA$154,005,499.00Regulatory AUM · August 2026
- MCW FINANCIAL, INC.CRD 157609 · CRESCENT SPRINGS, KY$160,806,297.00Regulatory AUM · August 2026
- MD WEALTH ADVISORS INCCRD 304595 · CRANFORD, NJ$105,204,224.00Regulatory AUM · August 2026
- MD WEALTH MANAGEMENT, LLCCRD 297823 · CHELSEA, MI$109,904,649.00Regulatory AUM · August 2026
- MDRN CAPITAL, LLCCRD 325950 · ANNAPOLIS, MD$338,630,429.00Regulatory AUM · August 2026
- MDT FINANCIAL ADVISORS, LLCCRD 340925 · WEBSTER, TX$294,032,544.00Regulatory AUM · August 2026
- MEADOW CREEK WEALTH ADVISORS, LLCCRD 297796 · ATLANTA, GA$728,026,235.00Regulatory AUM · August 2026
- MEADOWBROOK ADVISORS GROUP, LLCCRD 337223$321,013,138.00Regulatory AUM · August 2026
- MEADOWBROOK INVESTMENT ADVISORS LLCCRD 109960 · LIVONIA, MI$185,155,914.00Regulatory AUM · August 2026
- MEADOWBROOK WEALTH MANAGEMENT, LLCCRD 110508 · GARDEN CITY, NY$110,100,000.00Regulatory AUM · August 2026
- MEANINGFUL PARTNERS LLCCRD 306169 · EL SEGUNDO, CA$615,215,704.00Regulatory AUM · August 2026
- MEASURED RISK PORTFOLIOS, INC.CRD 141422 · SAN DIEGO, CA$597,205,588.00Regulatory AUM · August 2026
- MEASURED WEALTH PRIVATE CLIENT GROUP, LLCCRD 170442 · PORTSMOUTH, NH$528,341,951.00Regulatory AUM · August 2026
- MED VENTURE MANAGEMENT, LLCCRD 335443 · SALT LAKE CITY, UT$495,249,182.00Regulatory AUM · August 2026
- MEDALLION WEALTH ADVISORS, LLCCRD 156064 · FARMINGTON, CT$516,929,147.00Regulatory AUM · August 2026
- MEDICI CAPITAL LLCCRD 308394 · NEWPORT BEACH, CA$215,842,119.00Regulatory AUM · August 2026
- MEDICUS WEALTH PLANNING, INC.CRD 282904 · DRAPER, UT$160,839,869.00Regulatory AUM · August 2026
- MEDINA VALUE PARTNERS, LLCCRD 155192 · LOS ANGELES, CA$717,193,842.00Regulatory AUM · August 2026
- MEIXLER INVESTMENT MANAGEMENT, LTD.CRD 168223 · SHOW LOW, AZ$228,353,048.00Regulatory AUM · August 2026
- MEKETA CAPITAL, LLCCRD 328303 · DENVER, CO$106,582,146.00Regulatory AUM · August 2026
- MELD FINANCIAL, INC.CRD 118896 · BIRMINGHAM, AL$776,399,278.00Regulatory AUM · August 2026
- MELFA WEALTH MANAGEMENT, INC.CRD 315131 · WESTBOROUGH, MA$348,829,624.00Regulatory AUM · August 2026
- MELIA GROUP LLCCRD 145402 · TULSA, OK$560,110,616.00Regulatory AUM · August 2026
- MELIORA CAPITAL, LLCCRD 172367 · TULSA, OK$174,816,740.00Regulatory AUM · August 2026
- MELKONIAN CAPITAL MANAGEMENT, LLCCRD 162543 · NEW YORK, NY$375,497,707.00Regulatory AUM · August 2026
- MELODEON CAPITAL PARTNERS, LPCRD 300896 · MIAMI, FL$340,570,051.00Regulatory AUM · August 2026
- MELONE PRIVATE WEALTH, LLCCRD 311638 · AUBURN HILLS, MI$313,234,000.00Regulatory AUM · August 2026
- MEMBERS ADVISORY GROUP, LLCCRD 153723 · WILLIAMSVILLE, NY$443,200,266.00Regulatory AUM · August 2026
- MEMBERS WEALTH LLCCRD 323778 · MEDIA, PA$279,553,593.00Regulatory AUM · August 2026
- MEMPHIS CAPITAL MANAGEMENT, LLCCRD 134522 · MEMPHIS, TN$268,585,723.00Regulatory AUM · August 2026
- MENCH FINANCIAL INCCRD 106689 · CINCINNATI, OH$130,576,494.00Regulatory AUM · August 2026
- MENDEL CAPITAL MANAGEMENT, LLCCRD 311919 · LITTLE ROCK, AR$272,328,997.00Regulatory AUM · August 2026
- MENDEL MONEY MANAGEMENT INCCRD 105974 · NORTHBROOK, IL$317,088,290.00Regulatory AUM · August 2026
- MENDON CAPITAL ADVISORS CORPCRD 113058 · KEY LARGO, FL$253,751,059.00Regulatory AUM · August 2026
- MENDOTA FINANCIAL GROUP, LLCCRD 136294 · MADISON, WI$254,196,000.00Regulatory AUM · August 2026
- MENDOZA PRIVATE WEALTH INC.CRD 329126 · MIAMI, FL$101,369,000.00Regulatory AUM · August 2026
- MENGIS CAPITAL MANAGEMENT, INC.CRD 117127 · PORTLAND, OR$903,477,305.00Regulatory AUM · August 2026
- MENLO ADVISORS LLCCRD 122721 · MENLO PARK, CA$369,717,504.00Regulatory AUM · August 2026
- MENTOR CAPITAL MANAGEMENT INC.CRD 123176 · CHICAGO, IL$226,369,687.00Regulatory AUM · August 2026
- MEP CAPITAL MANAGEMENT, LLCCRD 304299 · NEW YORK, NY$507,296,742.00Regulatory AUM · August 2026
- MERCANTILE ADVISORS I, LLCCRD 165094 · WICHITA FALLS, TX$146,003,313.00Regulatory AUM · August 2026
- MERCATOR MANAGEMENT (USA) LPCRD 318911 · PRINCETON, NJ$297,631,649.00Regulatory AUM · August 2026
- MERCED CAPITAL, L.P.CRD 137228 · MINNETONKA, MN$251,222,198.00Regulatory AUM · August 2026
- MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.CRD 327830 · DENVER, CO$205,589,000.00Regulatory AUM · August 2026
- MERCHANTS INVESTMENT PARTNERS, LLCCRD 314794 · NEW YORK, NY$607,898,122.00Regulatory AUM · August 2026
- MERCURIO & ASSOCIATES INC.CRD 283632 · LOUISVILLE, KY$141,065,289.00Regulatory AUM · August 2026
- MEREDITH WEALTH PLANNING LLCCRD 300019 · MARYVILLE, IL$478,744,219.00Regulatory AUM · August 2026
- MERIDA CAPITAL HOLDINGS LLCCRD 287784 · RYE, NY$157,290,919.00Regulatory AUM · August 2026
- MERIDIAN ASSET MANAGEMENT, LLCCRD 154239$123,968,882.00Regulatory AUM · August 2026
- MERIDIAN FINANCIAL ADVISORS, LLCCRD 119679 · HOLLISTON, MA$283,927,964.00Regulatory AUM · August 2026
- MERIDIAN FINANCIAL PARTNERS LLCCRD 281969 · WARRENTON, VA$627,591,835.00Regulatory AUM · August 2026