Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 91
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
- TRANSATLANTIQUE PRIVATE WEALTH LLCCRD 169820 · NEW YORK, NY$878,775,090.00Regulatory AUM · August 2026
- TRANSCE3ND LLCCRD 317745 · BUDA, TX$418,926,290.00Regulatory AUM · August 2026
- TRANSCEND ADVISOR GROUP, LLCCRD 311746 · MILWAUKEE, WI$253,195,518.00Regulatory AUM · August 2026
- TRANSCENDENT CAPITAL GROUP LLCCRD 316872 · EDMOND, OK$360,737,340.00Regulatory AUM · August 2026
- TRANSITION EQUITY PARTNERS, LLCCRD 324358 · CHICAGO, IL$501,770,331.00Regulatory AUM · August 2026
- TRANSITION FINANCIAL ADVISORS GROUP, LLCCRD 116089$300,608,995.00Regulatory AUM · August 2026
- TRAUB CAPITAL MANAGEMENT, LLCCRD 136851 · NEEDHAM, MA$210,790,661.00Regulatory AUM · August 2026
- TRAVEKA WEALTH, LLCCRD 328421 · LOS ALTOS, CA$730,770,162.00Regulatory AUM · August 2026
- TREASURE COAST FINANCIAL PLANNING, INC.CRD 166684 · VERO BEACH, FL$241,474,079.00Regulatory AUM · August 2026
- TREASURE INVESTMENT MANAGEMENT, LLCCRD 309258 · SCOTTSDALE, AZ$252,655,798.00Regulatory AUM · August 2026
- TRED AVON FAMILY WEALTH, LLCCRD 174115 · EASTON, MD$431,932,028.00Regulatory AUM · August 2026
- TREETOP WEALTH MANAGEMENT, LLCCRD 155013 · NORTHFIELD, IL$210,000,000.00Regulatory AUM · August 2026
- TREIBERG WEALTH MANAGEMENT, INC.CRD 284140 · TUCSON, AZ$325,106,572.00Regulatory AUM · August 2026
- TRELLIS WEALTH ADVISORS, LLCCRD 154861 · SAN LUIS OBISPO, CA$479,836,174.00Regulatory AUM · August 2026
- TRELLUS MANAGEMENT COMPANY, LLCCRD 137537 · DELRAY BEACH, FL$156,327,954.00Regulatory AUM · August 2026
- TREMBLANT CAPITAL LPCRD 138743 · WEST PALM BEACH, FL$744,593,693.00Regulatory AUM · August 2026
- TREMONT REALTY CAPITAL LLCCRD 283569 · NEWTON, MA$763,324,546.00Regulatory AUM · August 2026
- TREND TRADE PRO, LLCCRD 328383 · PASADENA, CA$298,313,852.00Regulatory AUM · August 2026
- TREO ASSET MANAGEMENT, LLCCRD 164982 · NEW YORK, NY$864,659,349.00Regulatory AUM · August 2026
- TREVIAN WEALTH MANAGEMENT, LLCCRD 174412$615,516,865.00Regulatory AUM · August 2026
- TRG CAPITAL MANAGEMENT INCORPORATEDCRD 146674 · RALEIGH, NC$118,233,904.00Regulatory AUM · August 2026
- TRG INVESTMENT ADVISORS, LLCCRD 315629 · DENVER, CO$167,124,586.00Regulatory AUM · August 2026
- TRGP INVESTMENT PARTNERS, LPCRD 305563 · STAMFORD, CT$726,773,260.00Regulatory AUM · August 2026
- TRI-AD CAPITAL MANAGEMENT I, LLCCRD 324364 · ESCONDIDO, CA$618,950,543.00Regulatory AUM · August 2026
- TRIAD INVESTMENT MANAGEMENT, LLCCRD 146786 · NEWPORT BEACH, CA$119,542,078.00Regulatory AUM · August 2026
- TRIAGEN WEALTH MANAGEMENT LLCCRD 308457 · CALABASAS, CA$535,202,455.00Regulatory AUM · August 2026
- TRIANGLE INVESTMENT MANAGEMENT, LLCCRD 329567 · NEW YORK, NY$171,775,000.00Regulatory AUM · August 2026
- TRIANGLE PEAK PARTNERS, LPCRD 147917 · PALO ALTO, CA$271,922,487.00Regulatory AUM · August 2026
- TRIATOMIC MANAGEMENT LPCRD 312408 · PALO ALTO, CA$346,257,494.00Regulatory AUM · August 2026
- TRIAVERA CAPITAL LLCCRD 329548 · LARKSPUR, CA$220,576,656.00Regulatory AUM · August 2026
- TRIBECA FINANCIAL, LLCCRD 113245 · MESA, AZ$248,321,387.00Regulatory AUM · August 2026
- TRIBUNE INVESTMENT GROUP LPCRD 329330 · NEW YORK, NY$318,095,750.00Regulatory AUM · August 2026
- TRICAPITAL WEALTH MANAGEMENT, INC.CRD 118788 · CHARLOTTE, NC$132,704,661.00Regulatory AUM · August 2026
- TRICON CAPITAL GP INCCRD 160558$152,130,000.00Regulatory AUM · August 2026
- TRICORD ADVISORS, INC.CRD 155749 · RIVERSIDE, CA$431,532,037.00Regulatory AUM · August 2026
- TRIDENT ADVISORS INCCRD 108920 · DOYLESTOWN, PA$116,942,888.00Regulatory AUM · August 2026
- TRIDENT MANAGEMENT LLCCRD 319632 · NEW YORK, NY$205,050,045.00Regulatory AUM · August 2026
- TRIFECTA CAPITAL ADVISORS, LLCCRD 317391 · NORTHBROOK, IL$927,416,394.00Regulatory AUM · August 2026
- TRIGRAN INVESTMENTS, INC.CRD 155200 · NORTHBROOK, IL$533,193,505.00Regulatory AUM · August 2026
- TRILINC ADVISORS, LLCCRD 166194 · MANHATTAN BEACH, CA$282,803,356.00Regulatory AUM · August 2026
- TRILINC GLOBAL ADVISORS, LLCCRD 285161 · MANHATTAN BEACH, CA$181,725,793.00Regulatory AUM · August 2026
- TRILL IMPACT ADVISORY INC.CRD 328179 · NEW YORK, NY$348,191,153.00Regulatory AUM · August 2026
- TRILLIUM INVESTMENTS LLCCRD 300353 · EMERYVILLE, CA$122,565,174.00Regulatory AUM · August 2026
- TRILLIUM WEALTH LLCCRD 341186 · WINTER PARK, FL$544,636,725.00Regulatory AUM · August 2026
- TRIMARC WEALTH MANAGEMENT LLCCRD 163336$232,350,000.00Regulatory AUM · August 2026
- TRIMER CAPITAL MANAGEMENT LPCRD 319428 · SAN FRANCISCO, CA$901,468,142.00Regulatory AUM · August 2026
- TRINITY CAPITAL ADVISER LLCCRD 326133 · PHOENIX, AZ$157,598,083.00Regulatory AUM · August 2026
- TRINITY CAPITAL INVESTORSCRD 110798 · JACKSON, MS$458,282,132.00Regulatory AUM · August 2026
- TRINITY CAPITAL MANAGEMENT, LLCCRD 143097 · SANTA BARBARA, CA$556,811,058.00Regulatory AUM · August 2026
- TRINITY CAPITAL MANAGEMENT, LLCCRD 289583 · GERMANTOWN, TN$164,518,086.00Regulatory AUM · August 2026
- TRINITY FINANCIAL ADVISORS LLCCRD 133191 · COLUMBUS, OH$669,993,827.00Regulatory AUM · August 2026
- TRINITY FUND ADVISORS LLCCRD 310217 · MIAMI, FL$929,996,210.00Regulatory AUM · August 2026
- TRINITY INVESTMENT ADVISORS, LLCCRD 141039 · WEST CHESTER, PA$388,246,434.00Regulatory AUM · August 2026
- TRINITY INVESTMENT MANAGEMENT, LLCCRD 133873 · FORT WORTH, TX$126,234,722.00Regulatory AUM · August 2026
- TRINITY INVESTORS FUND ADVISORS, LLCCRD 314603 · SOUTHLAKE, TX$606,610,094.00Regulatory AUM · August 2026
- TRINITY LEGACY PARTNERS, LLCCRD 159179 · HOUSTON, TX$521,173,391.00Regulatory AUM · August 2026
- TRINITY PORTFOLIO ADVISORS, LLCCRD 151721 · SOUTHLAKE, TX$530,536,813.00Regulatory AUM · August 2026
- TRINITY WEALTH ADVISORS, L.L.C.CRD 109452 · ST. LOUIS, MO$281,549,235.00Regulatory AUM · August 2026
- TRINITY WEALTH MANAGEMENT LLCCRD 152355 · CINCINNATI, OH$425,170,000.00Regulatory AUM · August 2026
- TRINITY WEALTH MANAGEMENT, LLCCRD 169216 · BERWYN, PA$399,170,742.00Regulatory AUM · August 2026
- TRIO WEALTH MANAGEMENT, LLCCRD 328042 · GREAT FALLS, VA$133,979,243.00Regulatory AUM · August 2026
- TRIPLE SUMMIT ADVISORS, LLCCRD 282764$108,473,568.00Regulatory AUM · August 2026
- TRIPLETAIL WEALTH MANAGEMENT, LLCCRD 318781 · ORLANDO, FL$132,112,784.00Regulatory AUM · August 2026
- TRIPPON WEALTH MANAGEMENT GROUP LLCCRD 136485 · HOUSTON, TX$262,287,030.00Regulatory AUM · August 2026
- TRISPERITY ADVISORS, LLCCRD 142438 · KATY, TX$335,172,917.00Regulatory AUM · August 2026
- TRITON FINANCIAL GROUP, INCCRD 309294 · OKLAHOMA CITY, OK$258,729,081.00Regulatory AUM · August 2026
- TRITON PACIFIC HEALTHCARE PARTNERS, LLCCRD 329737 · SAN JUAN CAPISTRANO, CA$379,622,227.00Regulatory AUM · August 2026
- TRITON WEALTH MANAGEMENT, PLLCCRD 291070 · SUN CITY, AZ$405,097,587.00Regulatory AUM · August 2026
- TRITONPOINT CAPITAL, LLCCRD 336417 · CHEVY CHASE, MD$250,178,748.00Regulatory AUM · August 2026
- TRITONPOINT PARTNERS, LLCCRD 333259 · CHEVY CHASE, MD$286,475,355.00Regulatory AUM · August 2026
- TRIUMPH CAPITAL MANAGEMENTCRD 282814 · DENVER, CO$645,574,582.00Regulatory AUM · August 2026
- TRIVANT CUSTOM PORTFOLIO GROUP LLCCRD 129803 · SAN DIEGO, CA$239,428,000.00Regulatory AUM · August 2026
- TRIVENI CAPITAL INVESTMENTS LPCRD 325802 · STAMFORD, CT$300,884,141.00Regulatory AUM · August 2026
- TRM ADVISORS LPCRD 321278 · SOUTHFIELD, MI$159,800,000.00Regulatory AUM · August 2026
- TROOB CAPITAL MANAGEMENT LLCCRD 161416 · RYE BROOK, NY$537,926,523.00Regulatory AUM · August 2026
- TROTT BROOK FINANCIAL, INC.CRD 290962 · ANOKA, MN$120,465,881.00Regulatory AUM · August 2026
- TROTTA, JOHN (NMN)CRD 125537 · FARMINGDALE, NY$135,000,000.00Regulatory AUM · August 2026
- TROUTMAN WEALTH MANAGEMENT, LLCCRD 301107 · MALVERN, PA$152,502,715.00Regulatory AUM · August 2026
- TRP CAPITAL ADVISORS V, LLCCRD 306604 · BIRMINGHAM, MI$690,991,189.00Regulatory AUM · August 2026
- TRP CAPITAL ADVISORS VI, LLCCRD 329787 · BIRMINGHAM, MI$310,752,652.00Regulatory AUM · August 2026
- TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCCRD 309098 · PORTLAND, OR$264,745,245.00Regulatory AUM · August 2026
- TRU INDEPENDENCE ASSET MANAGEMENT, LLCCRD 168256 · PORTLAND, OR$336,851,857.00Regulatory AUM · August 2026
- TRUADVISORS FINANCIAL, LLCCRD 170564 · TAMPA, FL$132,731,351.00Regulatory AUM · August 2026
- TRUBEE WEALTH ADVISORS, INC.CRD 3618 · BUFFALO, NY$911,490,610.00Regulatory AUM · August 2026
- TRUE BLUE FINANCIAL, LLCCRD 310841 · STEVENSVILLE, MI$271,506,698.00Regulatory AUM · August 2026
- TRUE GREEN CAPITAL MANAGEMENT LLCCRD 277052 · WESTPORT, CT$876,213,286.00Regulatory AUM · August 2026
- TRUE MEASURE WEALTH MANAGEMENTCRD 116265 · OMAHA, NE$241,547,365.00Regulatory AUM · August 2026
- TRUE NORTH MANAGEMENT GROUP, LLCCRD 161042 · STAMFORD, CT$492,530,238.00Regulatory AUM · August 2026
- TRUE NORTH RETIREMENT ADVISORS, LLCCRD 290885 · CLACKAMAS, OR$460,887,057.00Regulatory AUM · August 2026
- TRUE SQUARE FINANCIAL LLCCRD 287997 · ATLANTA, GA$178,846,896.00Regulatory AUM · August 2026
- TRUE VISION MN LLCCRD 322783 · WOODBURY, MN$271,745,411.00Regulatory AUM · August 2026
- TRUE WEALTH ADVISORY GROUP, LLCCRD 306523 · MIAMI, FL$240,117,337.00Regulatory AUM · August 2026
- TRUE WEALTH DESIGN, LLCCRD 143194 · AKRON, OH$494,042,592.00Regulatory AUM · August 2026
- TRUEBLOOD WEALTH MANAGEMENT, LLCCRD 321659 · LIMA, OH$474,149,389.00Regulatory AUM · August 2026
- TRUEFG, LLCCRD 285850 · CEDAR PARK, TX$409,000,000.00Regulatory AUM · August 2026
- TRUEMAN BROWN, LLCCRD 141602 · LAKE ZURICH, IL$196,050,099.00Regulatory AUM · August 2026
- TRUENORTH FINANCIAL SERVICES, LLCCRD 118273 · SEATTLE, WA$321,734,679.00Regulatory AUM · August 2026
- TRUENORTH WEALTH & IMPACT, LLCCRD 321238 · JOPLIN, MO$456,158,781.00Regulatory AUM · August 2026
- TRUEWEALTH ADVISORS, LLCCRD 298838 · HOOVER, AL$547,498,774.00Regulatory AUM · August 2026
- TRUEWEALTH FINANCIAL PARTNERS, LLCCRD 316079 · BELLEVUE, WA$273,719,158.00Regulatory AUM · August 2026