Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 85
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
- STOREN LEGACY PARTNERS, LLCCRD 339197 · ZIONSVILLE, IN$438,267,419.00Regulatory AUM · August 2026
- STORGATE, LLCCRD 334632$184,478,063.00Regulatory AUM · August 2026
- STORGE PARTNERS ECONOMIC STUDIES LLCCRD 305395 · CORAL GABLES, FL$866,631,010.00Regulatory AUM · August 2026
- STORMFIELD CAPITAL, LLCCRD 285486 · SOUTHPORT, CT$776,442,563.00Regulatory AUM · August 2026
- STORMS & ROWDON FINANCIAL SERVICES, INC.CRD 334690 · ORMOND BEACH, FL$141,159,549.00Regulatory AUM · August 2026
- STORR CAPITAL, LLCCRD 324212 · WEST PALM BEACH, FL$309,522,034.00Regulatory AUM · August 2026
- STORY3 CAPITAL PARTNERS, LLCCRD 300651$986,853,131.00Regulatory AUM · August 2026
- STORYONE LLCCRD 331394 · OVERLAND PARK, KS$259,411,503.00Regulatory AUM · August 2026
- STRADA FINANCIAL GROUP LLCCRD 316987 · BORING, OR$159,217,097.00Regulatory AUM · August 2026
- STRAIT & SOUND WEALTH MANAGEMENT LLCCRD 309306$333,725,811.00Regulatory AUM · August 2026
- STRATA WEALTH ADVISORS, LLCCRD 285973 · DALLAS, TX$886,073,285.00Regulatory AUM · August 2026
- STRATEGAS ASSET MANAGEMENT, LLCCRD 172000 · NEW YORK, NY$458,429,544.00Regulatory AUM · August 2026
- STRATEGENT FINANCIAL, LLCCRD 148173 · HARRISONBURG, VA$374,747,138.00Regulatory AUM · August 2026
- STRATEGIC ADVISORS LLCCRD 125882 · NEW YORK, NY$832,890,818.00Regulatory AUM · August 2026
- STRATEGIC ADVISORY PARTNERS, LLCCRD 314842 · GREENSBORO, NC$191,433,909.00Regulatory AUM · August 2026
- STRATEGIC ADVISORY SERVICES, L.L.C.CRD 108706 · HOUSTON, TX$184,903,223.00Regulatory AUM · August 2026
- STRATEGIC ADVISORY SERVICES, LLCCRD 287984 · MEMPHIS, TN$201,174,393.00Regulatory AUM · August 2026
- STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.CRD 135832 · POMPANO BEACH, FL$416,491,744.00Regulatory AUM · August 2026
- STRATEGIC ASSET MANAGEMENT LLC.CRD 306384 · ROCHESTER, MN$218,258,845.00Regulatory AUM · August 2026
- STRATEGIC EQUITY MANAGEMENT, INC.CRD 112142 · TUCSON, AZ$933,491,000.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL CONCEPTS, LLCCRD 141849 · SAN ANTONIO, TX$927,710,771.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL MANAGEMENT, LLCCRD 157376$166,754,708.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL PARTNERS, LTDCRD 148858$321,117,654.00Regulatory AUM · August 2026
- STRATEGIC FINANCIAL PLANNING, INC.CRD 118450 · PLANO, TX$220,634,704.00Regulatory AUM · August 2026
- STRATEGIC FORESIGHT INVESTMENTS LLCCRD 164744 · WILMINGTON, DE$115,020,000.00Regulatory AUM · August 2026
- STRATEGIC INCOME GROUP LLCCRD 165839 · CHANDLER, AZ$362,407,752.00Regulatory AUM · August 2026
- STRATEGIC INVESTMENT SOLUTIONS, INC.CRD 143128 · ORLAND PARK, IL$830,236,000.00Regulatory AUM · August 2026
- STRATEGIC PLANNING GROUP, INC.CRD 124855 · WELLESLEY, MA$218,582,386.00Regulatory AUM · August 2026
- STRATEGIC PLANNING GROUP, LLCCRD 113844 · BOUNTIFUL, UT$910,256,041.00Regulatory AUM · August 2026
- STRATEGIC PLANNING, INC.CRD 139648 · COLUMBUS, OH$376,630,000.00Regulatory AUM · August 2026
- STRATEGIC POINT INVESTMENT ADVISORS LLCCRD 124636 · PROVIDENCE, RI$914,758,697.00Regulatory AUM · August 2026
- STRATEGIC PORTFOLIO SOLUTIONS, LLCCRD 156374 · DALLAS, TX$136,210,586.00Regulatory AUM · August 2026
- STRATEGIC PROBABILITY PARTNERS, LLCCRD 174441$138,649,352.00Regulatory AUM · August 2026
- STRATEGIC RETIREMENT ADVISORS, LLCCRD 142887 · ELK GROVE, CA$216,909,859.00Regulatory AUM · August 2026
- STRATEGIC SWISS ADVISORS AGCRD 169335$219,966,617.00Regulatory AUM · August 2026
- STRATEGIC VALUE BANK PARTNERS LLCCRD 282228 · CLEVELAND, OH$774,073,381.00Regulatory AUM · August 2026
- STRATEGIC WEALTH ADVISORS GROUP, INC.CRD 285863 · UTICA, MI$206,664,688.00Regulatory AUM · August 2026
- STRATEGIC WEALTH ADVISORS, LLCCRD 114167$325,156,321.00Regulatory AUM · August 2026
- STRATEGIC WEALTH CAPITAL, LLCCRD 326299 · SAN FRANCISCO, CA$238,395,849.00Regulatory AUM · August 2026
- STRATEGIC WEALTH MANAGEMENT, LLCCRD 171908 · BEDFORD, TX$157,762,701.00Regulatory AUM · August 2026
- STRATEGIC WEALTH PARTNERS LLCCRD 336564 · FRANKLIN, TN$101,700,000.00Regulatory AUM · August 2026
- STRATEGY ASSET MANAGERS L.L.C.CRD 109939 · PASADENA, CA$930,077,850.00Regulatory AUM · August 2026
- STRATEGY FINANCIAL SERVICES, LLCCRD 164531 · PHOENIX, AZ$366,734,230.00Regulatory AUM · August 2026
- STRATEGY, INC.CRD 290104 · LUBBOCK, TX$142,433,113.00Regulatory AUM · August 2026
- STRATHMORE CAPITAL ADVISORS, INC.CRD 135008 · CHARLOTTE, NC$805,034,607.00Regulatory AUM · August 2026
- STRATIS CAPITAL, LLCCRD 300130 · DARIEN, CT$507,523,189.00Regulatory AUM · August 2026
- STRATTAM CAPITAL MANAGEMENT, LLCCRD 171845 · SAN FRANCISCO, CA$938,675,790.00Regulatory AUM · August 2026
- STRATTON CAPITAL INVESTMENT ADVISORY LLCCRD 307491 · NEW YORK, NY$138,321,970.00Regulatory AUM · August 2026
- STRAUSS WEALTH ADVISING, INC.CRD 310512 · HOOVER, AL$276,000,000.00Regulatory AUM · August 2026
- STREAMSONG ADVISORS, LLCCRD 168250 · GRAND RAPIDS, MI$124,394,948.00Regulatory AUM · August 2026
- STREET CAPITAL PARTNERS, LLCCRD 309233 · INDIANAPOLIS, IN$238,933,754.00Regulatory AUM · August 2026
- STREETER MOORE & STIPE LLCCRD 118588 · TULSA, OK$219,130,877.00Regulatory AUM · August 2026
- STRENGTH CAPITAL PARTNERS, LLCCRD 134320 · BIRMINGHAM, MI$528,006,285.00Regulatory AUM · August 2026
- STRENGTHENING FAMILIES & COMMUNITIES, LLCCRD 282573 · BOSTON, MA$609,980,528.00Regulatory AUM · August 2026
- STRENTA INVESTMENT MANAGEMENT SERVICES, LLCCRD 169667 · MIAMI, FL$916,064,569.00Regulatory AUM · August 2026
- STRICKLAND DAVIS ADVISORS LLCCRD 126538 · MARIETTA, GA$121,276,259.00Regulatory AUM · August 2026
- STRICKLER INVESTMENT SERVICES, LLCCRD 332778 · BRIGHTON, MI$107,259,633.00Regulatory AUM · August 2026
- STRIDE CONSUMER PARTNERS LLCCRD 311501 · BOSTON, MA$740,339,884.00Regulatory AUM · August 2026
- STRIDE INVESTMENTS, LLCCRD 167037 · CHICAGO, IL$200,926,083.00Regulatory AUM · August 2026
- STRIVE FINANCIAL GROUP, LLCCRD 333298 · CARMEL, IN$246,692,286.00Regulatory AUM · August 2026
- STRIVUS WEALTH PARTNERS LLCCRD 173580 · JACKSONVILLE BEACH, FL$159,075,811.00Regulatory AUM · August 2026
- STROBE VENTURES LPCRD 334227 · BROOKLYN, NY$245,207,721.00Regulatory AUM · August 2026
- STRONG RETIREMENT SOLUTIONS LLCCRD 335968$166,100,780.00Regulatory AUM · August 2026
- STRONG TOWER ADVISORY SERVICES LLCCRD 315106 · MINNEAPOLIS, MN$759,217,127.00Regulatory AUM · August 2026
- STRONGBOX WEALTH, LLCCRD 304952 · LEE'S SUMMIT, MO$562,443,873.00Regulatory AUM · August 2026
- STRONGHOLD WEALTH MANAGEMENT L.L.C.CRD 161194 · TAMPA, FL$172,917,911.00Regulatory AUM · August 2026
- STRONGTOWER WEALTH MANAGEMENT, PLCCRD 292882 · HOT SPRINGS, AR$125,000,000.00Regulatory AUM · August 2026
- STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LPCRD 284310 · MENLO PARK, CA$495,769,967.00Regulatory AUM · August 2026
- STRUCTURAL SOLUTIONS LLCCRD 319155 · CHAPEL HILL, NC$132,985,704.00Regulatory AUM · August 2026
- STRUCTURED WEALTH MANAGEMENT, INC.CRD 146611 · TOLEDO, OH$226,890,000.00Regulatory AUM · August 2026
- STUART INVESTMENT ADVISORS, INC.CRD 109995 · AUSTIN, TX$630,506,335.00Regulatory AUM · August 2026
- STUDIO INVESTMENT MANAGEMENT, LLCCRD 158489 · CHICAGO, IL$902,977,842.00Regulatory AUM · August 2026
- STURBRIDGE CAPITAL LLCCRD 160327 · BIRMINGHAM, MI$730,927,296.00Regulatory AUM · August 2026
- STURGEON VENTURES LLPCRD 167026$402,333,293.00Regulatory AUM · August 2026
- STURMAN WEALTH ADVISORS, LLCCRD 331560 · CHARLOTTESVILLE, VA$116,420,349.00Regulatory AUM · August 2026
- STW ASSOCIATESCRD 106196$152,816,000.00Regulatory AUM · August 2026
- SUCCESS WEALTH MANAGEMENT LLCCRD 299094 · WEXFORD, PA$110,470,000.00Regulatory AUM · August 2026
- SUCCESSFUL MONEY STRATEGIES INCCRD 109829 · FALL RIVER, MA$227,105,725.00Regulatory AUM · August 2026
- SUCCESSFUL PORTFOLIOS LLCCRD 152429 · CLEARWATER, FL$281,529,332.00Regulatory AUM · August 2026
- SUCCESSION FINANCIAL, INC.CRD 336434 · MCKINNEY, TX$210,297,733.00Regulatory AUM · August 2026
- SUGAR MAPLE ASSET MANAGEMENT, LLCCRD 282632 · SISTER BAY, WI$291,512,235.00Regulatory AUM · August 2026
- SULLIVAN FINANCIAL, LLCCRD 121371 · ESSEX, CT$119,064,924.00Regulatory AUM · August 2026
- SULLIVAN INVESTMENT MANAGEMENT LLCCRD 289217 · WISCONSIN RAPIDS, WI$111,800,000.00Regulatory AUM · August 2026
- SULZBERGER CAPITAL ADVISORS, INC.CRD 174673 · MIAMI, FL$117,053,746.00Regulatory AUM · August 2026
- $566,726,764.00Regulatory AUM · August 2026
- $443,959,296.00Regulatory AUM · August 2026
- SUMMA CORP.CRD 113091 · TOMBALL, TX$587,200,902.00Regulatory AUM · August 2026
- SUMMA GLOBAL ADVISORS, LLCCRD 148713 · CLACKAMAS, OR$144,123,398.00Regulatory AUM · August 2026
- SUMMATION CAPITAL MANAGEMENT, L.P.CRD 331645 · NEW YORK, NY$160,555,496.00Regulatory AUM · August 2026
- SUMMER STREET CAPITAL PARTNERS, LLCCRD 161009$134,073,199.00Regulatory AUM · August 2026
- SUMMERHAVEN INVESTMENT MANAGEMENT, LLCCRD 289269 · STAMFORD, CT$176,198,488.00Regulatory AUM · August 2026
- SUMMIT CAPITAL INC.CRD 121335$176,573,489.00Regulatory AUM · July 2026
- SUMMIT CREEK ADVISORS, LLCCRD 135496 · MINNEAPOLIS, MN$650,882,573.00Regulatory AUM · August 2026
- SUMMIT FINANCIAL ADVISORS, INC.CRD 145007 · MIDDLETOWN, OH$232,826,293.00Regulatory AUM · August 2026
- SUMMIT FINANCIAL CONSULTING LLCCRD 126570 · STERLING HEIGHTS, MI$184,673,370.00Regulatory AUM · August 2026
- SUMMIT GROUP RETIREMENT PLANNERS, INC.CRD 169823 · EXTON, PA$302,322,937.00Regulatory AUM · August 2026
- SUMMIT HILL WEALTH MANAGEMENT, LLCCRD 296740 · GREENWOOD VILLAGE, CO$145,673,103.00Regulatory AUM · August 2026
- SUMMIT HOUSE CAPITAL MANAGEMENT, LLCCRD 306823 · DALLAS, TX$518,693,963.00Regulatory AUM · August 2026
- SUMMIT INVESTMENT ADVISORS INCCRD 316321 · LEAWOOD, KS$273,353,092.00Regulatory AUM · August 2026
- SUMMIT INVESTMENT ADVISORY SERVICES, LLCCRD 168594 · ROSEVILLE, MN$745,821,237.00Regulatory AUM · August 2026