Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 84
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
- STEADTRUST LLCCRD 334416$618,117,066.00Regulatory AUM · August 2026
- STEADY RETURNS, LLCCRD 166834$159,845,985.00Regulatory AUM · August 2026
- STEAMBOAT CAPITAL PARTNERS, LLCCRD 173141$515,639,073.00Regulatory AUM · August 2026
- STEELE STREET CAPITAL LLCCRD 331520 · PORTSMOUTH, NH$140,457,240.00Regulatory AUM · August 2026
- STEELHEAD CAPITAL MANAGEMENT, LLCCRD 173440 · FORT WORTH, TX$202,521,629.00Regulatory AUM · August 2026
- STEELHEAD WEALTH MANAGEMENT LLCCRD 338410 · GLEN ALLEN, VA$341,895,056.00Regulatory AUM · August 2026
- STEELOAKS INVESTMENT ADVISERS, INC.CRD 108197 · WEIRTON, WV$131,000,000.00Regulatory AUM · August 2026
- STEFFES FINANCIAL, LTDCRD 134530 · OVERLAND PARK, KS$611,455,054.00Regulatory AUM · August 2026
- STEGENT EQUITY ADVISORS INC.CRD 114518 · HOUSTON, TX$243,720,951.00Regulatory AUM · August 2026
- STEGINSKY CAPITAL LLCCRD 109617$599,040,734.00Regulatory AUM · August 2026
- STEINBERG ASSET MANAGEMENT, LLCCRD 118968 · NEW YORK, NY$172,176,759.00Regulatory AUM · August 2026
- STELLA POINT CAPITAL, LPCRD 290013 · NEW YORK, NY$329,490,823.00Regulatory AUM · August 2026
- STELLUS PRIVATE BDC ADVISOR, LLCCRD 317513 · HOUSTON, TX$472,764,372.00Regulatory AUM · August 2026
- STEMBROOK ASSET MANAGEMENT, LLCCRD 144116 · RED BANK, NJ$147,516,006.00Regulatory AUM · August 2026
- STEMPOINT CAPITAL LPCRD 324248 · NEW YORK, NY$761,283,000.00Regulatory AUM · August 2026
- STENGER FAMILY OFFICE, LLCCRD 325089 · NAPERVILLE, IL$734,939,415.00Regulatory AUM · August 2026
- STEPHEN CRAIG SCHULMERICHCRD 112547$128,512,193.00Regulatory AUM · August 2026
- STEPHEN J. GARRY & ASSOCIATES, LLCCRD 295068 · GARDEN CITY, NY$142,552,831.00Regulatory AUM · August 2026
- STEPHEN SMITH FINANCIAL INC.CRD 339402 · SCHAUMBURG, IL$129,000,000.00Regulatory AUM · August 2026
- STEPHENSON AND COMPANY, INC.CRD 111453 · SAN CLEMENTE, CA$446,981,303.00Regulatory AUM · August 2026
- STERLING BAY CAPITAL ADVISERS, LLCCRD 172242 · CHICAGO, IL$297,640,745.00Regulatory AUM · August 2026
- STERLING BRIDGE FINANCIAL GROUP LLCCRD 304409 · PALM HARBOR, FL$131,066,360.00Regulatory AUM · August 2026
- STERLING CAPITAL MANAGEMENT INCCRD 106822 · BROOKFIELD, WI$296,946,819.00Regulatory AUM · August 2026
- STERLING FINANCIAL ADVISORS, LLCCRD 107783$144,596,398.00Regulatory AUM · August 2026
- STERLING FINANCIAL PLANNING INCCRD 108664 · SPARTA, NJ$760,762,843.00Regulatory AUM · August 2026
- STERLING FUND MANAGEMENT, LLCCRD 160338 · CHICAGO, IL$461,646,186.00Regulatory AUM · August 2026
- STERLING GROUP WEALTH MANAGEMENT, LLCCRD 111782 · PASADENA, CA$471,344,505.00Regulatory AUM · August 2026
- STERLING INVESTMENT ADVISORS,LLCCRD 117287 · BOLIVAR, MO$229,251,945.00Regulatory AUM · August 2026
- STERLING INVESTMENT MANAGEMENT, LLCCRD 112923 · TUCSON, AZ$409,201,752.00Regulatory AUM · August 2026
- STERLING MANOR FINANCIAL, LLCCRD 284218 · SARATOGA SPRINGS, NY$201,005,892.00Regulatory AUM · August 2026
- STERLING RETIREMENT GROUP OF SACRAMENTO INC.CRD 168397 · ROSEVILLE, CA$253,000,000.00Regulatory AUM · August 2026
- STERLING WEALTH ADVISORS, INC.CRD 124121 · PLANTATION, FL$223,541,508.00Regulatory AUM · August 2026
- STERLING WEALTH MANAGEMENT, INC.CRD 131304 · CHAMPAIGN, IL$494,582,785.00Regulatory AUM · August 2026
- STERN CAPITAL MANAGEMENT, INC.CRD 124405 · OLD BRIDGE, NJ$297,660,237.00Regulatory AUM · August 2026
- STERNECK CAPITAL MANAGEMENT LLCCRD 111463 · KANSAS CITY, MO$327,938,616.00Regulatory AUM · August 2026
- STEVE LYNCH WEALTH MANAGEMENTCRD 113715 · ALBUQUERQUE, NM$153,357,000.00Regulatory AUM · August 2026
- STEVEN FELDSTEIN & ASSOCIATESCRD 109022$160,000,000.00Regulatory AUM · August 2026
- STEVEN G. BLUM AND ASSOCIATES, LLCCRD 130807 · SWARTHMORE, PA$180,237,422.00Regulatory AUM · August 2026
- STEVENS CAPITAL PARTNERS INCCRD 317517 · OMAHA, NE$810,293,180.00Regulatory AUM · August 2026
- STEVENS, FOSTER FINANCIAL SERVICES, INC.CRD 115752 · BLOOMINGTON, MN$750,430,120.00Regulatory AUM · August 2026
- STEWARD ADVISORS GROUP, LLCCRD 321846 · HALFMOON, NY$105,372,244.00Regulatory AUM · August 2026
- STEWARD ADVISORS, LLCCRD 156331 · CHICAGO, IL$160,737,179.00Regulatory AUM · August 2026
- STEWARDSHIP ADVISORS, LLCCRD 277099 · MOUNT JOY, PA$545,180,460.00Regulatory AUM · August 2026
- STEWARDSHIP ADVISORY GROUP, LLCCRD 165710 · CLERMONT, FL$321,909,000.00Regulatory AUM · August 2026
- STEWARDSHIP CAPITAL, LTD.CRD 110944 · INDEPENDENCE, MO$168,360,014.00Regulatory AUM · August 2026
- STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCRD 330611 · SPOKANE, WA$174,620,530.00Regulatory AUM · August 2026
- STEWART WEALTH MANAGEMENT, INC.CRD 143425 · SAN RAFAEL, CA$581,542,155.00Regulatory AUM · August 2026
- STIEVEN CAPITAL ADVISORS, L.P.CRD 136106 · ST. LOUIS, MO$563,449,338.00Regulatory AUM · August 2026
- STILES FINANCIAL SERVICES INCORPORATEDCRD 117023 · EDINA, MN$548,748,527.00Regulatory AUM · August 2026
- STILLPOINT INVESTMENTS LPCRD 318718 · NEW YORK, NY$169,848,899.00Regulatory AUM · August 2026
- STILLWATER ASSET MANAGEMENT, LLCCRD 288535 · STILLWATER, MN$701,423,150.00Regulatory AUM · August 2026
- STILLWATER CAPITAL MANAGEMENT, CORPCRD 313075 · CARMEL-BY-THE-SEA, CA$102,463,339.00Regulatory AUM · August 2026
- STILLWATER PRIVATE WEALTH, LLCCRD 339794$176,766,445.00Regulatory AUM · August 2026
- STILLWATER WEALTH MANAGEMENT GROUP LLCCRD 309796 · JUNO BEACH, FL$206,582,835.00Regulatory AUM · August 2026
- STILWELL VALUE LLCCRD 160697 · NEW YORK, NY$278,729,034.00Regulatory AUM · August 2026
- STIRLINGSHIRE RIA LLCCRD 327779 · NEW YORK, NY$179,802,588.00Regulatory AUM · August 2026
- STITES FINANCIAL CONSULTINGCRD 293058 · WILTON, CA$132,300,000.00Regulatory AUM · August 2026
- STOCK FARM PARTNERS LLCCRD 300060 · PALO ALTO, CA$137,742,593.00Regulatory AUM · August 2026
- STOCK MANAGEMENT LLCCRD 113902$141,780,647.00Regulatory AUM · August 2026
- STOIC POINT CAPITAL MANAGEMENT LLCCRD 297766 · PALO ALTO, CA$119,496,738.00Regulatory AUM · August 2026
- STOKES CAPITAL ADVISORS, LLCCRD 281278 · GREENWOOD, SC$499,428,850.00Regulatory AUM · August 2026
- STOLPER & COMPANYCRD 6911 · SAN DIEGO, CA$615,674,739.00Regulatory AUM · August 2026
- STOLZ & ASSOCIATES, PSCRD 117216 · TACOMA, WA$282,195,649.00Regulatory AUM · August 2026
- STOLZER ROTHSCHILD LEVY LLCCRD 169817 · BASKING RIDGE, NJ$165,969,000.00Regulatory AUM · August 2026
- STONE HOUSE CAPITAL MANAGEMENT, LLCCRD 167094 · BAY HARBOR ISLANDS, FL$169,836,054.00Regulatory AUM · August 2026
- STONE HOUSE INVESTMENT MANAGEMENT, LLCCRD 139410 · TUNKHANNOCK, PA$841,676,886.00Regulatory AUM · August 2026
- STONE LOFT WEALTH MANAGEMENT LLCCRD 337410$138,550,000.00Regulatory AUM · August 2026
- STONE OAK WEALTH MANAGEMENT, LLCCRD 288217 · SAN ANTONIO, TX$355,563,087.00Regulatory AUM · August 2026
- STONE PINE FINANCIAL PARTNERS, LLCCRD 175287 · MEDIA, PA$256,750,667.00Regulatory AUM · August 2026
- STONE STEPS FINANCIAL, LLCCRD 175289 · ENCINITAS, CA$146,585,773.00Regulatory AUM · August 2026
- STONE SUMMIT WEALTH LLCCRD 315438$443,610,000.00Regulatory AUM · August 2026
- STONE TEMPLE PARTNERS LLCCRD 332833 · NEW YORK, NY$668,709,281.00Regulatory AUM · August 2026
- STONE WEALTH PARTNERS LLCCRD 308429 · LAFAYETTE, LA$142,879,888.00Regulatory AUM · August 2026
- STONE-GOFF MANAGEMENT, LLCCRD 281205 · NEW YORK, NY$588,641,780.00Regulatory AUM · August 2026
- STONEBRIAR WEALTH, LLCCRD 327618 · LEHI, UT$139,000,000.00Regulatory AUM · August 2026
- STONEBRIDGE CAPITAL MANAGEMENT INCCRD 106073 · LOS ANGELES, CA$268,728,930.00Regulatory AUM · August 2026
- STONEBRIDGE FINANCIAL GROUP, LLCCRD 340200 · SAN RAFAEL, CA$895,995,473.00Regulatory AUM · August 2026
- STONEBRIDGE FINANCIAL PLANNING GROUP, LLCCRD 154616 · ORLANDO, FL$329,710,292.00Regulatory AUM · August 2026
- STONEBRIDGE WEALTH MANAGEMENT LLCCRD 285693 · OAK BROOK, IL$283,279,167.00Regulatory AUM · August 2026
- STONEBRIDGE WEALTH MANAGEMENT, LLCCRD 146775 · FRISCO, TX$134,576,609.00Regulatory AUM · August 2026
- STONEBRIDGE WEALTH SYSTEMS LLCCRD 327894 · KEARNEY, NE$369,144,690.00Regulatory AUM · August 2026
- STONEBROOK PRIVATE LLCCRD 325434 · NORTHVILLE, MI$936,969,533.00Regulatory AUM · August 2026
- STONECASTLE ADVISORS, LLCCRD 132495 · NEW YORK, NY$763,430,789.00Regulatory AUM · August 2026
- STONECOURT CAPITAL LPCRD 286234 · NEW YORK, NY$450,500,358.00Regulatory AUM · August 2026
- STONECREEK PRIVATE WEALTH, LLCCRD 323473$193,314,378.00Regulatory AUM · August 2026
- STONECREST ADVISORS, INC.CRD 142095 · AUSTIN, TX$398,800,521.00Regulatory AUM · August 2026
- STONECREST WEALTH MANAGEMENT, INCCRD 311404 · CHANDLER, AZ$375,821,951.00Regulatory AUM · August 2026
- STONECROP WEALTH ADVISORS, LLCCRD 306486 · WEST CHESTER, PA$299,540,652.00Regulatory AUM · August 2026
- STONEFIELD INVESTMENT ADVISORY, INC.CRD 113802 · CEDAR RAPIDS, IA$120,250,000.00Regulatory AUM · August 2026
- STONEHAVEN WEALTH & TAX SOLUTIONS, LLCCRD 332731 · APPLETON, WI$168,219,428.00Regulatory AUM · August 2026
- STONEHEARTH CAPITAL MANAGEMENT LLCCRD 128866 · DANVERS, MA$425,411,155.00Regulatory AUM · August 2026
- STONEKEEP INVESTMENTS, LLCCRD 306144$169,575,000.00Regulatory AUM · August 2026
- STONEPINE CAPITAL MANAGEMENT, LLCCRD 139891 · BEND, OR$181,001,870.00Regulatory AUM · August 2026
- STONERIDGE INVESTMENT PARTNERS LLCCRD 109261 · RADNOR, PA$152,341,725.00Regulatory AUM · August 2026
- STONERIDGE PMG ADVISORS, LLCCRD 107662 · RADNOR, PA$390,652,054.00Regulatory AUM · August 2026
- STONETREE INVESTMENT PARTNERS LLCCRD 318477 · DALLAS, TX$195,671,557.00Regulatory AUM · August 2026
- STONEX INTERNATIONAL ADVISORS INCCRD 153799 · MIAMI, FL$106,652,630.00Regulatory AUM · August 2026
- STONY POINT WEALTH MANAGEMENT INC.CRD 210519 · RICHMOND, VA$506,067,770.00Regulatory AUM · August 2026
- STORDAHL CAPITAL MANAGEMENT, INC.CRD 287916 · GREENWOOD VILLAGE, CO$675,912,374.00Regulatory AUM · August 2026
- STOREHOUSE FINANCIAL LLCCRD 140738 · FORT WORTH, TX$240,390,695.00Regulatory AUM · August 2026