Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 90
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
- TILLMAN HARTLEY LLCCRD 109479 · DENVER, CO$746,347,000.00Regulatory AUM · August 2026
- TILLRIDGE CAPITAL PARTNERS, LLCCRD 284992 · DALLAS, TX$269,991,066.00Regulatory AUM · August 2026
- TILSON FINANCIAL GROUP INCCRD 110890 · NEW PROVIDENCE, NJ$750,550,016.00Regulatory AUM · August 2026
- TIM LOONEY INVESTMENTS, LLCCRD 164413 · LONGWOOD, FL$490,256,479.00Regulatory AUM · August 2026
- TIMBER CREEK CAPITAL MANAGEMENT, LLCCRD 146220 · BOSTON, MA$636,827,527.00Regulatory AUM · August 2026
- TIMBER POINT CAPITAL MANAGEMENT LLCCRD 307366 · WHITE PLAINS, NY$188,347,080.00Regulatory AUM · August 2026
- TIMBERCHASE FINANCIAL, LLCCRD 131205 · HOOVER, AL$280,224,237.00Regulatory AUM · August 2026
- TIMECAPITAL INVESTOR ADVISORY SERVICES INCCRD 105672 · PORT JEFFERSON STATION, NY$262,046,449.00Regulatory AUM · August 2026
- $965,864,841.00Regulatory AUM · August 2026
- TIMMONS WEALTH MANAGEMENT, LLCCRD 165914 · ATTLEBORO, MA$179,244,928.00Regulatory AUM · August 2026
- TIMONIER FAMILY OFFICE, LTD.CRD 150748 · WINSTON SALEM, NC$450,303,587.00Regulatory AUM · August 2026
- TIND ASSET MANAGEMENT ASCRD 334505$440,000,000.00Regulatory AUM · August 2026
- TINGEY FINANCIAL GROUP INC.CRD 334198$257,028,031.00Regulatory AUM · August 2026
- TITAN FUND MANAGEMENT, LLCCRD 290562 · ALBUQUERQUE, NM$250,736,015.00Regulatory AUM · August 2026
- TITAN INVESTMENT MANAGEMENT LLCCRD 291148 · INDIANAPOLIS, IN$123,932,769.00Regulatory AUM · August 2026
- TITAN RETIREMENT ADVISORS LLCCRD 166359 · FULSHEAR, TX$531,000,000.00Regulatory AUM · August 2026
- TITANIUM ADVISORS, LLCCRD 153943 · FRANKLIN, MA$169,737,267.00Regulatory AUM · August 2026
- TITLETOWN WEALTH MANAGEMENT, LLCCRD 307752 · GREEN BAY, WI$150,280,357.00Regulatory AUM · August 2026
- TKC WEALTH MANAGEMENT LLCCRD 158498 · DALLAS, TX$138,585,943.00Regulatory AUM · August 2026
- TKG ADVISORS, LLCCRD 168156 · VALPARAISO, IN$308,018,184.00Regulatory AUM · August 2026
- TL PRIVATE WEALTH LLCCRD 167818 · SOUTHLAKE, TX$364,481,906.00Regulatory AUM · August 2026
- TLC GROUP INVESTMENT ADVISORS, LLCCRD 137814 · STATE COLLEGE, PA$168,352,529.00Regulatory AUM · August 2026
- TLS ADVISORS LLCCRD 286356 · MIAMI, FL$164,036,230.00Regulatory AUM · August 2026
- TLW WEALTH MANAGEMENT, LLCCRD 284598$175,486,596.00Regulatory AUM · August 2026
- TLWM, LLCCRD 158305 · SAN ANTONIO, TX$605,405,861.00Regulatory AUM · August 2026
- TMB CAPITAL PARTNERS, LLCCRD 335750 · LITTLE ROCK, AR$867,846,603.00Regulatory AUM · August 2026
- TME FINANCIAL, INC.CRD 322851 · HUNTINGTON BEACH, CA$153,059,326.00Regulatory AUM · August 2026
- TNL ASSET MANAGEMENT LLCCRD 137419 · BOULDER, CO$139,304,000.00Regulatory AUM · August 2026
- TNT ASSET MANAGEMENT, LLCCRD 153309 · ROUND ROCK, TX$174,892,455.00Regulatory AUM · August 2026
- TOBERMAN BECKER WEALTH, LLCCRD 310346 · ST. LOUIS, MO$170,793,879.00Regulatory AUM · August 2026
- TODD WEALTH MANAGEMENT LLCCRD 164761 · VENICE, FL$158,910,267.00Regulatory AUM · August 2026
- TODO CAPITAL, LLCCRD 167858$143,565,870.00Regulatory AUM · August 2026
- TOF MANAGER, LLCCRD 330178 · CLEVELAND, OH$474,598,765.00Regulatory AUM · August 2026
- TOGWOTEE CIO, LLCCRD 311981$191,393,775.00Regulatory AUM · August 2026
- TOLIS ADVISORS, LPCRD 163345 · NEW YORK, NY$219,561,044.00Regulatory AUM · August 2026
- $113,653,909.00Regulatory AUM · August 2026
- TOLLEY FINANCIAL GROUP, LLCCRD 302115 · RALEIGH, NC$121,857,197.00Regulatory AUM · August 2026
- TOLSMA INVESTMENTS, LLCCRD 287941$552,726,765.00Regulatory AUM · August 2026
- TONE CAPITAL, LLCCRD 285622 · RICHMOND, VA$118,265,800.00Regulatory AUM · August 2026
- TONKA CAPITAL PARTNERS, LLCCRD 298336 · MINNETONKA, MN$139,803,027.00Regulatory AUM · August 2026
- TOOMEY INVESTMENT MANAGEMENT, INCCRD 127346 · WALLINGFORD, CT$321,024,425.00Regulatory AUM · August 2026
- TOP PRIVATE WEALTH LLCCRD 331000 · GLASTONBURY, CT$106,489,782.00Regulatory AUM · August 2026
- TOPEL & DISTASI WEALTH MANAGEMENT, LLCCRD 285538 · BERKELEY, CA$312,109,603.00Regulatory AUM · August 2026
- TOPSPIN MANAGEMENT COMPANY LBO LLCCRD 161399 · MAMARONECK, NY$685,564,390.00Regulatory AUM · August 2026
- TOPTIER WEALTH MANAGEMENTCRD 292959$175,731,039.00Regulatory AUM · August 2026
- TOPTURN CAPITAL, LLCCRD 151464 · CARMEL, CA$187,362,358.00Regulatory AUM · August 2026
- TORO WEST CAPITAL ADVISORS, LLCCRD 331265 · LOUISVILLE, CO$245,672,052.00Regulatory AUM · August 2026
- TORONADO PARTNERS LLCCRD 283612 · SAN FRANCISCO, CA$253,749,496.00Regulatory AUM · August 2026
- TORQUE ASSET MANAGEMENT LLCCRD 335621$323,752,989.00Regulatory AUM · August 2026
- TORRAY INVESTMENT PARTNERS LLCCRD 105818 · BETHESDA, MD$750,096,507.00Regulatory AUM · August 2026
- TORREN MANAGEMENT, LLCCRD 329263 · SAN DIEGO, CA$373,498,620.00Regulatory AUM · August 2026
- TORREY GROWTH & INCOME ADVISORS, LLCCRD 139940 · DEL MAR, CA$328,358,441.00Regulatory AUM · August 2026
- TORREY WEALTH, LLCCRD 310688 · SAN DIEGO, CA$176,749,096.00Regulatory AUM · August 2026
- TORREY-PAYNE WEALTH MANAGEMENT, LLCCRD 336703 · PASADENA, CA$184,754,039.00Regulatory AUM · August 2026
- TORREYANA CAPITAL, LLCCRD 329075 · LA JOLLA, CA$837,410,743.00Regulatory AUM · August 2026
- TORTUGA ADVISERS LLCCRD 137514 · SIMI VALLEY, CA$563,537,021.00Regulatory AUM · August 2026
- TORTUGA WEALTH MANAGEMENT, INC.CRD 153737 · TORRANCE, CA$222,882,492.00Regulatory AUM · August 2026
- TOSCAFUND ASSET MANAGEMENT LLPCRD 155132$933,286,192.00Regulatory AUM · August 2026
- TOTAL CLARITY WEALTH MANAGEMENT, INCCRD 142728 · ST. CHARLES, IL$755,449,000.00Regulatory AUM · August 2026
- TOTAL MANAGEMENT GROUP, INC.CRD 124261 · MELVILLE, NY$553,893,216.00Regulatory AUM · August 2026
- TOTAL SOLUTIONS ENTERPRISE LLCCRD 318036 · CHARLOTTE, NC$315,814,477.00Regulatory AUM · August 2026
- TOTAL WEALTH ADVISORS, LLCCRD 164633 · HOPKINS, MN$107,216,881.00Regulatory AUM · August 2026
- $238,791,843.00Regulatory AUM · August 2026
- TOTAL WEALTH SERVICES, LLCCRD 331833 · WESTLAKE VILLAGE, CA$186,079,681.00Regulatory AUM · August 2026
- TOTAL WEALTH SOLUTIONS, INC.CRD 327794 · LOS ALTOS, CA$148,000,000.00Regulatory AUM · August 2026
- TOTEM MACRO ASSET MANAGEMENT LPCRD 328044 · NEW YORK, NY$166,639,808.00Regulatory AUM · August 2026
- TOTEM POINT MANAGEMENT, LLCCRD 169824 · NEW YORK, NY$144,160,933.00Regulatory AUM · August 2026
- TOUNJIAN ADVISORY PARTNERS LLCCRD 329635 · FORT MYERS, FL$675,467,357.00Regulatory AUM · August 2026
- TOURMALET ADVISORS, LPCRD 336207 · FAIRFIELD, CT$441,039,442.00Regulatory AUM · August 2026
- TOWER BAY ASSET MANAGEMENT LPCRD 317104 · STAMFORD, CT$513,625,961.00Regulatory AUM · August 2026
- TOWER VIEW WEALTH MANAGEMENT LLCCRD 108739$317,944,313.00Regulatory AUM · August 2026
- TOWER WEALTH PARTNERS, INC.CRD 310461 · LEWISBURG, PA$440,385,108.00Regulatory AUM · August 2026
- TOWERCREST CAPITAL MANAGEMENT, LLCCRD 152069 · NEWTOWN, PA$717,601,381.00Regulatory AUM · August 2026
- TOWERPOINT WEALTH, LLCCRD 288593 · SACRAMENTO, CA$561,286,844.00Regulatory AUM · August 2026
- TOWLE & COCRD 110862 · DENVER, CO$473,654,492.00Regulatory AUM · August 2026
- TOWN CAPITAL, LLCCRD 299341 · BEL AIR, MD$168,804,000.00Regulatory AUM · August 2026
- TOWNSEND ASSET MANAGEMENT CORP.CRD 108216 · RALEIGH, NC$479,589,639.00Regulatory AUM · August 2026
- TOWNSEND FINANCIAL PLANNING, LLCCRD 141571 · MT. STERLING, KY$148,313,084.00Regulatory AUM · August 2026
- TOWNSEND PERSONAL FINANCIAL PLANNING, LLCCRD 126241 · COLUMBUS, GA$194,042,419.00Regulatory AUM · August 2026
- TPG ADVISORS LLCCRD 298496 · NORTHFIELD, IL$291,461,254.00Regulatory AUM · August 2026
- TQM WEALTH PARTNERS, LLCCRD 282979 · MARBLEHEAD, MA$123,716,769.00Regulatory AUM · August 2026
- TR CAPITAL MANAGEMENT, LLCCRD 164268 · ROCKVILLE CENTRE, NY$166,290,787.00Regulatory AUM · August 2026
- TRACE WEALTH ADVISORS, LLCCRD 317542$295,002,091.00Regulatory AUM · August 2026
- TRACTION FINANCIAL PARTNERS, LLCCRD 315215 · ENCAMPMENT, WY$288,400,046.00Regulatory AUM · August 2026
- TRADELINK CAPITAL LLCCRD 161971 · CHICAGO, IL$267,759,057.00Regulatory AUM · August 2026
- TRADEMARK CAPITAL MANAGEMENT INC.CRD 214512 · WATKINSVILLE, GA$150,824,050.00Regulatory AUM · August 2026
- TRADEMARK FINANCIAL MANAGEMENT, LLCCRD 116543 · BLOOMINGTON, MN$293,422,543.00Regulatory AUM · August 2026
- TRADEWELL SECURITIES, LLCCRD 332473 · FORT WAYNE, IN$275,849,950.00Regulatory AUM · August 2026
- TRADEWINDS ASSET MANAGEMENT, LLCCRD 323879 · PORTLAND, OR$135,065,801.00Regulatory AUM · August 2026
- TRADEWINDS CAPITAL MANAGEMENT, LLCCRD 145934 · BELLINGHAM, WA$727,324,070.00Regulatory AUM · August 2026
- TRADEWINDS, LLCCRD 316415 · RALEIGH, NC$659,399,150.00Regulatory AUM · August 2026
- TRAIL FINANCIAL PLANNING LLCCRD 165063 · BELLINGHAM, WA$117,334,223.00Regulatory AUM · August 2026
- TRAIL RIDGE INVESTMENT ADVISORS, LLCCRD 284741 · FORT COLLINS, CO$352,912,500.00Regulatory AUM · August 2026
- TRAILHEAD PLANNERS, LLCCRD 284610 · EDINA, MN$188,418,848.00Regulatory AUM · August 2026
- TRAILS EDGE CAPITAL PARTNERS, LPCRD 335659 · ATLANTA, GA$933,350,499.00Regulatory AUM · August 2026
- TRAILS EDGE WEALTH ADVISERS, LLCCRD 299466$153,700,000.00Regulatory AUM · August 2026
- TRAILWISE FINANCIAL PARTNERS, LLCCRD 323530 · GOLDEN, CO$144,773,386.00Regulatory AUM · August 2026
- TRAN CAPITAL MANAGEMENT, L.P.CRD 107049 · SAN RAFAEL, CA$890,294,385.00Regulatory AUM · August 2026
- TRANQUILITY PARTNERS, LLCCRD 283478 · BRENTWOOD, TN$896,987,323.00Regulatory AUM · August 2026
- TRANQUILLI FINANCIAL ADVISOR, LLCCRD 298056 · CLINTON, NJ$199,358,227.00Regulatory AUM · August 2026