Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 58
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: July 2026 and August 2026
- MERIDIAN INVESTMENT ADVISORS, INC.CRD 107593 · INDIANAPOLIS, IN$628,003,536.00Regulatory AUM · August 2026
- MERIDIAN INVESTMENT COUNSEL, INC.CRD 131655$723,422,254.00Regulatory AUM · August 2026
- MERIDIAN MANAGEMENT COCRD 110216 · LITTLE ROCK, AR$861,601,499.00Regulatory AUM · August 2026
- MERIDIAN WEALTH ADVISORS, LLCCRD 140991 · ALBUQUERQUE, NM$156,217,175.00Regulatory AUM · July 2026
- MERIDIAN WEALTH MANAGEMENT, LLCCRD 285853$117,790,070.00Regulatory AUM · August 2026
- MERIDIANA MFO LLCCRD 306237 · CORAL GABLES, FL$441,877,759.00Regulatory AUM · August 2026
- MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.CRD 156890 · CHICAGO, IL$991,083,096.00Regulatory AUM · August 2026
- MERIT CAPITAL PARTNERS VI, LLCCRD 341399 · CHICAGO, IL$448,206,508.00Regulatory AUM · August 2026
- MERIT FINANCIAL PARTNERS LLCCRD 141359 · MASPETH, NY$308,243,623.00Regulatory AUM · August 2026
- MERITAS WEALTH MANAGEMENT, LLCCRD 148565 · SAN RAFAEL, CA$618,946,502.00Regulatory AUM · August 2026
- MERITED WEALTH, LLCCRD 299549 · NORTH BAY VILLAGE, FL$186,147,824.00Regulatory AUM · August 2026
- MERITIS WEALTH MANAGEMENT, INC.CRD 336539 · POTOMAC, MD$224,394,856.00Regulatory AUM · August 2026
- MERIWETHER WEALTH & PLANNING, LLCCRD 310713 · MINDEN, LA$308,876,105.00Regulatory AUM · August 2026
- MERKKURI WEALTH ADVISORS LLCCRD 330164 · JERICHO, NY$204,061,905.00Regulatory AUM · August 2026
- MEROS INVESTMENT MANAGEMENT, LPCRD 305152 · DALLAS, TX$320,966,607.00Regulatory AUM · August 2026
- MERRION INVESTMENT MANAGEMENT CO, LLCCRD 139143 · CRANFORD, NJ$244,813,786.00Regulatory AUM · August 2026
- MERRITHEW & THORSTEN, INC.CRD 133563 · SAN DIEGO, CA$155,000,174.00Regulatory AUM · August 2026
- MERRITT POINT PARTNERS LLCCRD 298680 · OAKLAND, CA$636,104,895.00Regulatory AUM · August 2026
- MERRYFIELD BARNES, LLCCRD 159862 · ITHACA, NY$124,187,713.00Regulatory AUM · August 2026
- MESSMER CAPITAL ADVISORS LLCCRD 305387 · MILFORD, OH$130,379,569.00Regulatory AUM · August 2026
- METANOIA FINANCIAL, LLCCRD 152366$138,738,666.00Regulatory AUM · August 2026
- METAVASI CAPITAL LPCRD 311581 · LARCHMONT, NY$420,591,323.00Regulatory AUM · August 2026
- MÉTIER CAPITAL, LLCCRD 329009$188,338,526.00Regulatory AUM · August 2026
- METIS WEALTH MANAGEMENT & PLANNING LLCCRD 305086 · BLUFFTON, SC$114,852,391.00Regulatory AUM · August 2026
- METRONOME CAPITAL LLPCRD 311170$244,852,628.00Regulatory AUM · August 2026
- MEYER CAPITAL MANAGEMENT LLC.CRD 106904 · CINCINNATI, OH$190,762,272.00Regulatory AUM · August 2026
- MEYER GATES FINANCIAL ADVISORS, INCCRD 125046 · WEST CHESTER, OH$168,660,533.00Regulatory AUM · August 2026
- MEZZASALMA ADVISORS, LLCCRD 129045 · TINTON FALLS, NJ$534,421,615.00Regulatory AUM · August 2026
- MFA WEALTH ADVISORS, LLCCRD 171984 · PITTSBURGH, PA$605,357,769.00Regulatory AUM · August 2026
- MFA WEALTH SERVICESCRD 169013 · THOUSAND OAKS, CA$309,972,977.00Regulatory AUM · August 2026
- MFG FAMILY OFFICE LLCCRD 324211$221,836,533.00Regulatory AUM · August 2026
- MFG INVESTMENTS, LLCCRD 125122 · MEDFORD, NJ$146,476,000.00Regulatory AUM · August 2026
- MFG PARTNERS LLCCRD 330388 · NEW YORK, NY$326,622,435.00Regulatory AUM · August 2026
- MFG WEALTH MANAGEMENT, INC.CRD 125963 · INDIANAPOLIS, IN$138,873,655.00Regulatory AUM · August 2026
- MFP FINANCIAL SERVICES, LLCCRD 331681 · SAFETY HARBOR, FL$361,000,000.00Regulatory AUM · August 2026
- MFT WEALTH MANAGEMENT, INC.CRD 339361$136,330,348.00Regulatory AUM · August 2026
- MH & ASSOCIATES SECURITIES MANAGEMENT CORPCRD 110516 · CARLSBAD, CA$150,527,167.00Regulatory AUM · August 2026
- MH ADVISORY SERVICES LLCCRD 171653$531,965,624.00Regulatory AUM · August 2026
- MHS ADVISORY SERVICES, LLCCRD 174590 · MAPLE GROVE, MN$253,334,435.00Regulatory AUM · August 2026
- MIAI, INC.CRD 111695 · DALLAS, TX$213,321,166.00Regulatory AUM · August 2026
- MIAMI VALLEY PORTFOLIO MANAGEMENT INCCRD 106389 · BROOKVILLE, OH$218,569,672.00Regulatory AUM · August 2026
- MICA CREEK CAPITAL LLCCRD 325642 · STEAMBOAT SPRINGS, CO$300,507,818.00Regulatory AUM · August 2026
- MICHAEL BRADY & CO., LLCCRD 130093 · WESTLAKE, OH$248,589,752.00Regulatory AUM · August 2026
- MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLCCRD 126670 · HANOVER, NH$137,461,560.00Regulatory AUM · August 2026
- MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.CRD 125584 · OLD TAPPAN, NJ$168,681,187.00Regulatory AUM · August 2026
- MICHAEL RUSSO LTDCRD 142810 · MOKENA, IL$275,109,508.00Regulatory AUM · August 2026
- MICHAEL TRAXLER WEALTH MANAGEMENT, LLCCRD 285427 · NEW PRAGUE, MN$194,691,700.00Regulatory AUM · August 2026
- MICHELS FAMILY FINANCIAL, LLCCRD 319311 · FORT WORTH, TX$347,859,437.00Regulatory AUM · August 2026
- MICROVEST CAPITAL MANAGEMENT, LLCCRD 153395 · WASHINGTON, DC$140,250,796.00Regulatory AUM · August 2026
- MID-AMERICAN WEALTH ADVISORY GROUP INC.CRD 301621 · KANSAS CITY, MO$335,631,447.00Regulatory AUM · August 2026
- MIDATLANTIC CAPITAL MANAGEMENT, INC.CRD 116524 · RICHMOND, VA$477,028,310.00Regulatory AUM · August 2026
- MIDDLE STREET CAPITAL, LLCCRD 226513 · NEWFIELDS, NH$132,117,391.00Regulatory AUM · August 2026
- MIDDLETON & COMPANYCRD 284996 · VANCOUVER, WA$131,316,850.00Regulatory AUM · August 2026
- MIDTOWN INVESTMENT ADVISORS LLCCRD 316137 · MIAMI, FL$278,021,328.00Regulatory AUM · August 2026
- MIDWAY CAPITAL RESEARCH & MANAGEMENT LLCCRD 147139 · CHICAGO, IL$110,375,561.00Regulatory AUM · August 2026
- MIDWEST FINANCIAL ASSOCIATES, INC.CRD 158573 · ROCKFORD, IL$123,922,245.00Regulatory AUM · August 2026
- MIDWEST FINANCIAL GROUP LLCCRD 175288 · OVERLAND PARK, KS$566,081,879.00Regulatory AUM · August 2026
- MIDWEST FINANCIAL NETWORK, LLCCRD 302095 · TINLEY PARK, IL$141,924,737.00Regulatory AUM · August 2026
- MIDWEST HERITAGE BANK, FSBCRD 306308 · WEST DES MOINES, IA$398,657,041.00Regulatory AUM · August 2026
- MIDWEST PROFESSIONAL PLANNERS, LTD.CRD 112995 · WAUSAU, WI$649,341,666.00Regulatory AUM · August 2026
- MIDWESTERN FINANCIAL, LLCCRD 270022 · IOWA CITY, IA$172,843,118.00Regulatory AUM · August 2026
- MIG CAPITAL, LLCCRD 160782 · NEWPORT BEACH, CA$589,549,983.00Regulatory AUM · August 2026
- MIGHTY OAK STRONG AMERICA INVESTMENT COMPANYCRD 123322 · MECHANICSBURG, PA$398,367,653.00Regulatory AUM · August 2026
- MILAGRE WEALTH MANAGEMENT, INC.CRD 309185 · WHITE PLAINS, NY$137,123,027.00Regulatory AUM · August 2026
- MILBORN ADVISORS, LTDCRD 291305 · MILWAUKEE, WI$107,692,612.00Regulatory AUM · August 2026
- MILE WEALTH MANAGEMENT LLCCRD 288519 · IRVINE, CA$120,121,620.00Regulatory AUM · August 2026
- MILESTONE ASSET MANAGEMENT GROUP, LLCCRD 282896 · AVON, CT$308,965,271.00Regulatory AUM · August 2026
- MILESTONE ASSET MANAGEMENT, LLCCRD 310441 · PITTSBURGH, PA$690,673,342.00Regulatory AUM · August 2026
- MILESTONE FINANCIAL ASSOCIATES, LLCCRD 336684 · MACUNGIE, PA$654,492,629.00Regulatory AUM · August 2026
- MILESTONE FINANCIAL PLANNING, LLCCRD 283439 · BEDFORD, NH$590,290,410.00Regulatory AUM · August 2026
- MILESTONE INVESTMENT ADVISORS, LLCCRD 168429 · MIDDLETON, WI$877,604,545.00Regulatory AUM · August 2026
- MILESTONE INVESTMENTS, INC.CRD 47090 · CHARLOTTE, NC$277,303,959.00Regulatory AUM · August 2026
- MILESTONE PARTNERS MANAGEMENT CO., L.P.CRD 159904 · VILLANOVA, PA$590,682,793.00Regulatory AUM · August 2026
- MILESTONES PRIVATE INVESTMENT ADVISORS LLCCRD 289116 · FAIRPORT, NY$222,621,943.00Regulatory AUM · August 2026
- MILITIA CAPITAL MANAGEMENT, LLCCRD 335763 · AUSTIN, TX$958,643,639.00Regulatory AUM · August 2026
- MILITIA INVESTMENTS, LLCCRD 331788 · AUSTIN, TX$483,650,000.00Regulatory AUM · August 2026
- MILL HILL CAPITAL LLCCRD 269882 · NEW YORK, NY$757,175,000.00Regulatory AUM · August 2026
- MILL ROAD CAPITAL MANAGEMENT LLCCRD 157095 · GREENWICH, CT$753,816,698.00Regulatory AUM · August 2026
- MILLARES ASSET MANAGEMENT, LLCCRD 144620 · CORAL GABLES, FL$236,174,233.00Regulatory AUM · August 2026
- MILLBANK DARTMOOR PORTSMOUTH LLCCRD 311046 · ASHEVILLE, NC$263,173,121.00Regulatory AUM · August 2026
- MILLENIA FINANCIAL PARTNERS, LLCCRD 110832$127,369,000.00Regulatory AUM · August 2026
- MILLENNIA GLOBAL INVESTORS LLCCRD 322761 · NEW YORK, NY$515,959,202.00Regulatory AUM · August 2026
- MILLENNIAL ADVISERS, LLC.CRD 170847 · NEW YORK, NY$339,355,692.00Regulatory AUM · August 2026
- MILLENNIAL WEALTH ADVISORS, LLCCRD 174201$146,048,654.00Regulatory AUM · August 2026
- MILLENNIAL WEALTH LLCCRD 289970$278,715,447.00Regulatory AUM · August 2026
- MILLENNIUM CAPITAL ADVISORS, LLCCRD 108641 · LITTLE ROCK, AR$232,245,250.00Regulatory AUM · August 2026
- MILLENNIUM INVESTMENT SERVICESCRD 108744 · VAN NUYS, CA$153,901,158.00Regulatory AUM · August 2026
- MILLER AVENUE ADVISORS LLCCRD 313523 · MILL VALLEY, CA$281,245,132.00Regulatory AUM · August 2026
- MILLER CAPITAL PARTNERS, INC.CRD 124489 · TROY, MI$311,566,992.00Regulatory AUM · August 2026
- MILLER FINANCIAL SERVICES LLCCRD 143788 · MARSHALL, MI$462,860,424.00Regulatory AUM · August 2026
- MILLER FINANCIAL SERVICES, INC.CRD 339220 · SAN JUAN CAPISTRANO, CA$127,000,000.00Regulatory AUM · August 2026
- MILLER GESKO & CO INC.CRD 109671 · BUFFALO, NY$183,073,565.00Regulatory AUM · August 2026
- MILLER GLOBAL INVESTMENTS, L.L.C.CRD 114683 · DALLAS, TX$199,373,525.00Regulatory AUM · August 2026
- MILLER VALUE PARTNERS, LLCCRD 110632 · SARASOTA, FL$418,183,811.00Regulatory AUM · August 2026
- MILLER WEALTH ADVISORS, LLCCRD 171329$225,517,087.00Regulatory AUM · August 2026
- MILLINGTON FINANCIAL ADVISORS, LLCCRD 156315 · NAPERVILLE, IL$291,381,313.00Regulatory AUM · August 2026
- MILLINGTON SECURITIES, LLCCRD 147298 · RED BANK, NJ$140,511,839.00Regulatory AUM · August 2026
- MILLS WEALTH ADVISORS, LLCCRD 159251 · SOUTHLAKE, TX$548,737,909.00Regulatory AUM · August 2026
- MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANYCRD 297882 · PRINCETON, NJ$104,431,570.00Regulatory AUM · August 2026
- MINDFUL ASSET PLANNING LLCCRD 113965 · APPLE VALLEY, MN$529,453,785.00Regulatory AUM · August 2026