Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 60
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
- MOR WEALTH MANAGEMENT, LLCCRD 333022 · PHILADELPHIA, PA$395,587,641.00Regulatory AUM · August 2026
- MORALIS TECHNOLOGIES, LLCCRD 316221 · PITTSBURGH, PA$103,031,482.00Regulatory AUM · August 2026
- MORANGIE MANAGEMENT LLCCRD 332949 · VERO BEACH, FL$705,963,638.00Regulatory AUM · August 2026
- MOREY & QUINN WEALTH PARTNERS LLCCRD 332074 · OMAHA, NE$373,428,329.00Regulatory AUM · August 2026
- MORGAN DEMPSEY CAPITAL MANAGEMENT LLCCRD 106288 · MILWAUKEE, WI$252,255,333.00Regulatory AUM · August 2026
- MORGAN RIO CAPITAL MANAGEMENT, LLCCRD 162500 · NEW YORK, NY$338,667,243.00Regulatory AUM · August 2026
- MORGAN-ALY WEALTH MANAGEMENT, LLCCRD 328483 · WAUKESHA, WI$105,268,201.00Regulatory AUM · August 2026
- MORGENS, WATERFALL, VINTIADIS & COMPANY, INC.CRD 108692 · NEW YORK, NY$193,627,932.00Regulatory AUM · August 2026
- MORI HUSTON PARTNERS LLCCRD 151260 · MIAMI, FL$241,621,242.00Regulatory AUM · August 2026
- MORIN PRIVATE CLIENT GROUP, LLCCRD 154565$716,308,389.00Regulatory AUM · August 2026
- MORK CAPITAL MANAGEMENT, LLCCRD 136154 · HEALDSBURG, CA$157,414,192.00Regulatory AUM · August 2026
- MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLCCRD 284251 · ANN ARBOR, MI$162,655,000.00Regulatory AUM · August 2026
- MORNINGSIDE ASSET MANAGEMENT LLCCRD 268789 · WILMINGTON, DE$135,571,550.00Regulatory AUM · August 2026
- MORRIS & WELLS WEALTH MANAGEMENTCRD 162411 · CHARLOTTESVILLE, VA$987,926,210.00Regulatory AUM · August 2026
- MORRIS FINANCIAL CONCEPTS, INC.CRD 114862 · MOUNT PLEASANT, SC$538,412,506.00Regulatory AUM · August 2026
- MORRISSEY WEALTH MANAGEMENT LLCCRD 291228 · NORTH HAVEN, CT$165,087,251.00Regulatory AUM · August 2026
- MORSE ASSET MANAGEMENT, INC.CRD 285650 · DARIEN, CT$534,298,000.00Regulatory AUM · August 2026
- MORTON BROWN FAMILY WEALTH LLCCRD 292278 · ALLENTOWN, PA$483,479,204.00Regulatory AUM · August 2026
- MORTON WEALTH ADVISORSCRD 142912 · DANVERS, MA$305,528,265.00Regulatory AUM · August 2026
- MOS CAPITAL, INCCRD 109612$230,033,727.00Regulatory AUM · August 2026
- MOSAIC ADVISORS LLCCRD 164913 · HOUSTON, TX$580,504,440.00Regulatory AUM · August 2026
- MOSAIC FI LLCCRD 169670 · LINCOLNSHIRE, IL$112,808,698.00Regulatory AUM · August 2026
- MOSAIC WEALTH MANAGEMENT LLCCRD 340681 · BLOOMINGTON, IN$285,000,000.00Regulatory AUM · August 2026
- MOSAIC WEALTH MANAGEMENT, L.L.C.CRD 142793$238,805,080.00Regulatory AUM · August 2026
- MOSELEY INVESTMENT MANAGEMENT, INC.CRD 124152 · BRADENTION, FL$456,828,669.00Regulatory AUM · August 2026
- MOSLEY WEALTH MANAGEMENT, INC.CRD 318592 · ANAHEIM, CA$279,450,769.00Regulatory AUM · August 2026
- MOSS, LUSE & WOMBLE, LLCCRD 152841 · PLANO, TX$803,162,000.00Regulatory AUM · August 2026
- MOTILAL OSWAL CAPITAL LIMITEDCRD 286146$116,114,208.00Regulatory AUM · August 2026
- MOTIV8 INVESTMENTS LLCCRD 285560 · PORT ST LUCIE, FL$219,071,944.00Regulatory AUM · August 2026
- MOTIVE WEALTH ADVISORS, LLCCRD 312303 · BIRMINGHAM, MI$362,634,652.00Regulatory AUM · August 2026
- MOULTON WEALTH MANAGEMENT, INCCRD 304598 · SPOKANE VALLEY, WA$159,654,000.00Regulatory AUM · August 2026
- MOUNT LUCAS INDEX ADVISERS LLCCRD 310820 · NEWTOWN, PA$170,299,594.00Regulatory AUM · August 2026
- MOUNT TAMALPAIS ASSET MANAGEMENT, LLCCRD 301017 · LARKSPUR, CA$262,510,224.00Regulatory AUM · August 2026
- MOUNT VERNON ASSOCIATES INCCRD 107099 · BALTIMORE, MD$232,510,350.00Regulatory AUM · August 2026
- MOUNTAIN CAPITAL INVESTMENT ADVISORS INCCRD 156660 · WESTMINSTER, CO$929,106,338.00Regulatory AUM · August 2026
- MOUNTAIN HILL INVESTMENT PARTNERSCRD 175187 · ATLANTIC HIGHLANDS, NJ$539,042,750.00Regulatory AUM · August 2026
- MOUNTAIN LAKE INVESTMENT MANAGEMENT LLCCRD 154679$199,250,957.00Regulatory AUM · August 2026
- MOUNTAIN PACIFIC ADVISORS, LLCCRD 151666 · BELLEVUE, WA$484,252,836.00Regulatory AUM · August 2026
- MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLCCRD 104749 · BOISE, ID$933,709,300.00Regulatory AUM · August 2026
- MOUNTAINEER PARTNERS MANAGEMENT, LLCCRD 163089 · NEW YORK, NY$305,735,762.00Regulatory AUM · August 2026
- MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLCCRD 118366 · LINCOLNSHIRE, IL$524,403,114.00Regulatory AUM · August 2026
- MOZAYYX MANAGEMENT LLCCRD 334468 · AUSTIN, TX$192,696,580.00Regulatory AUM · August 2026
- MPI WEALTH MANAGEMENT LLCCRD 301011 · HINSDALE, IL$233,597,123.00Regulatory AUM · August 2026
- MPM ADVISORS GROUP LLCCRD 335595 · LIVERPOOL, NY$116,079,005.00Regulatory AUM · August 2026
- MPS-LORIA FINANCIAL PLANNERS,LLCCRD 122866 · BURR RIDGE, IL$826,570,486.00Regulatory AUM · August 2026
- MPWA, INC.CRD 148484 · BAKERSFIELD, CA$140,785,000.00Regulatory AUM · August 2026
- MPWM ADVISORY SOLUTIONS LLCCRD 169885 · ALPHARETTA, GA$326,885,658.00Regulatory AUM · August 2026
- MQS MANAGEMENT, LLCCRD 161238 · NEW YORK, NY$299,356,808.00Regulatory AUM · August 2026
- MRA ADVISORY GROUPCRD 287933 · SARASOTA, FL$361,273,117.00Regulatory AUM · August 2026
- MRAZ, AMERINE & ASSOCIATES, INC.CRD 158338 · MODESTO, CA$917,491,815.00Regulatory AUM · August 2026
- MRD, INC.CRD 111227$181,702,390.00Regulatory AUM · August 2026
- MRE MANAGEMENT, LLCCRD 338513 · ANNAPOLIS, MD$457,990,215.00Regulatory AUM · August 2026
- MRM-HORIZON ADVISORS, LLCCRD 130585 · BOSTON, MA$403,531,748.00Regulatory AUM · August 2026
- MRP CAPITAL INVESTMENTS, LLCCRD 167256 · ALPHARETTA, GA$227,601,583.00Regulatory AUM · August 2026
- MRWM ADVISORS, LLCCRD 288944 · NASHVILLE, TN$431,661,454.00Regulatory AUM · August 2026
- MSP WEALTH MANAGEMENT, LLCCRD 306522 · KLAMATH FALLS, OR$228,456,554.00Regulatory AUM · August 2026
- MTC WEALTH MANAGEMENT LLCCRD 305308 · TAMPA, FL$329,006,989.00Regulatory AUM · August 2026
- MTM FINANCIAL GROUP, LLCCRD 147221 · BETHLEHEM, PA$771,644,224.00Regulatory AUM · August 2026
- MTM INVESTMENT MANAGEMENT, LLCCRD 297500 · SPARTANBURG, SC$678,092,743.00Regulatory AUM · August 2026
- MTR FINANCIAL SERVICES, LLCCRD 149078 · KINGWOOD, TX$119,929,814.00Regulatory AUM · August 2026
- MUDDY WATERS CAPITAL LLCCRD 281411 · AUSTIN, TX$576,299,911.00Regulatory AUM · August 2026
- MUELLER WEALTH, LLCCRD 306943 · MISHICOT, WI$148,102,768.00Regulatory AUM · August 2026
- MUHLENKAMP & CO INCCRD 110787 · WEXFORD, PA$435,829,498.00Regulatory AUM · August 2026
- MUIRFIELD CAPITAL GLOBAL ADVISORS LLCCRD 287547 · PALM BEACH, FL$110,203,221.00Regulatory AUM · August 2026
- MUIRFIELD WEALTH ADVISORS LLCCRD 316071 · CHARLOTTE, NC$255,776,091.00Regulatory AUM · August 2026
- MULHOLLAND WEALTH ADVISORS, LLCCRD 282408 · SCOTTSDALE, AZ$611,738,596.00Regulatory AUM · August 2026
- MULLANEY KEATING & WRIGHT INCCRD 110743 · MIDDLETOWN, CT$336,991,438.00Regulatory AUM · August 2026
- MULLOOLY ASSET MANAGEMENT, INC.CRD 121184 · WALL TOWNSHIP, NJ$455,602,383.00Regulatory AUM · August 2026
- MULTIPLIER CAPITAL, LLCCRD 281209 · WASHINGTON, DC$503,015,421.00Regulatory AUM · August 2026
- MUNICIPAL ASSET MANAGEMENT INCCRD 108320 · RYE BROOK, NY$112,833,152.00Regulatory AUM · August 2026
- MUNN WEALTH MANAGEMENT, LLCCRD 174414 · MAUMEE, OH$242,348,079.00Regulatory AUM · August 2026
- MUNTZ FINANCIAL, LLCCRD 145971 · DOYLESTOWN, PA$177,601,228.00Regulatory AUM · August 2026
- MURPHY & MULLICK CAPITAL MANAGEMENT CORPCRD 328629 · SMITHTOWN, NY$174,100,000.00Regulatory AUM · August 2026
- MURPHY CLARKE WILLIAMS & STONE LLCCRD 330290 · MIAMI BEACH, FL$181,168,970.00Regulatory AUM · August 2026
- MURPHY MIDDLETON HINKLE & PARKER, INC.CRD 107861 · THOMASVILLE, GA$435,276,308.00Regulatory AUM · August 2026
- MURPHY POHLAD ASSET MANAGEMENT LLCCRD 109973 · EDEN PRAIRIE, MN$639,715,952.00Regulatory AUM · August 2026
- MURPHY WEALTH MANAGEMENT GROUP, INC.CRD 277161 · FISHKILL, NY$251,868,217.00Regulatory AUM · August 2026
- MURRAY FINANCIAL SERVICES, INCCRD 176528 · CHICO, CA$134,039,352.00Regulatory AUM · August 2026
- MURRAY INVESTMENT MANAGEMENT, LLCCRD 146921 · HOUSTON, TX$159,141,962.00Regulatory AUM · August 2026
- MUSE CAPITAL MANAGEMENT LLCCRD 304463 · SANTA MONICA, CA$106,983,502.00Regulatory AUM · August 2026
- MUSSETT WEALTH MANAGEMENT, LLCCRD 158463 · RENSSELAER, NY$110,427,166.00Regulatory AUM · August 2026
- MUSTARD SEED FINANCIAL, LLCCRD 117737 · MAGNOLIA, AR$449,395,972.00Regulatory AUM · August 2026
- MUTIMA CAPITAL MANAGEMENT LLCCRD 284629 · NEW YORK, NY$337,410,349.00Regulatory AUM · August 2026
- MUTUAL OF AMERICA LIFE INSURANCE COMPANYCRD 15356 · NEW YORK, NY$434,066,569.00Regulatory AUM · August 2026
- MUTUAL TRUST ADVISORY GROUP, INC.CRD 277060 · ESTERO, FL$165,776,178.00Regulatory AUM · August 2026
- MUZINICH BDC ADVISER, LLCCRD 304834 · NEW YORK, NY$220,900,347.00Regulatory AUM · August 2026
- MW ADVISOR, LLCCRD 332429 · NEW YORK, NY$552,532,676.00Regulatory AUM · August 2026
- MW ADVISORY LLCCRD 338634 · ATLANTA, GA$160,704,772.00Regulatory AUM · August 2026
- MWA FINANCIAL SERVICES, INC.CRD 112630 · ROCK ISLAND, IL$639,989,844.00Regulatory AUM · August 2026
- MWA INVESTMENTS, LLCCRD 156685 · WHITE STONE, VA$250,409,031.00Regulatory AUM · August 2026
- MWM GROUP LLCCRD 164123 · CEDARHURST, NY$430,971,085.00Regulatory AUM · August 2026
- MWM WEALTH ADVISORY, LLCCRD 287705 · PLYMOUTH, MN$140,287,000.00Regulatory AUM · August 2026
- MWS CAPITAL CONSULTANTS LLCCRD 125061 · CHICAGO, IL$193,676,494.00Regulatory AUM · August 2026
- MY FINANCIAL AURORA LIMITED LIABILITY COMPANYCRD 260786 · AUSTIN, TX$130,000,000.00Regulatory AUM · August 2026
- MY PERSONAL CFO, LLCCRD 299424 · VANCOUVER, WA$365,101,816.00Regulatory AUM · August 2026
- MY PORTFOLIO GUIDE, LLCCRD 153188 · SEAL BEACH, CA$200,987,737.00Regulatory AUM · August 2026
- MY WEALTH MANAGEMENT, INC.CRD 168566 · GERMANTOWN, MD$156,182,000.00Regulatory AUM · August 2026
- MYDA ADVISORS LLCCRD 168658 · WOODMERE, NY$821,152,208.00Regulatory AUM · August 2026
- MYECFO, LLCCRD 166919$263,380,305.00Regulatory AUM · August 2026
- MYRIAD ASSET MANAGEMENT ADVISORS LLCCRD 335546 · WEST PALM BEACH, FL$380,881,698.00Regulatory AUM · August 2026