Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 92
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
- TRUFFLE HOUND CAPITAL, LLCCRD 137616 · BETHESDA, MD$679,964,152.00Regulatory AUM · August 2026
- TRUMAN CAPITAL ADVISORS, LPCRD 156659 · ARMONK, NY$462,010,786.00Regulatory AUM · August 2026
- TRUMAN WEALTH ADVISORS LLCCRD 334752 · COLUMBIA, MO$105,980,250.00Regulatory AUM · August 2026
- TRUNORTH CAPITAL MANAGEMENT, L.L.C.CRD 165285 · KALAMAZOO, MI$724,533,781.00Regulatory AUM · August 2026
- TRUNORTH FINANCIAL SERVICES, INC.CRD 111308 · CHAMBERSBURG, PA$309,492,678.00Regulatory AUM · August 2026
- TRUSCO INVESTMENT MANAGEMENT, LLCCRD 285736 · NASHVILLE, TN$106,974,102.00Regulatory AUM · August 2026
- TRUST ADVISORY GROUP LTDCRD 106926 · BIRMINGHAM, AL$313,523,737.00Regulatory AUM · August 2026
- TRUST BEYOND CORPCRD 312721$129,384,298.00Regulatory AUM · August 2026
- TRUSTWELL FINANCIAL ADVISORS, LLCCRD 108426 · JACKSONVILLE, FL$260,788,767.00Regulatory AUM · August 2026
- TRUVESTMENTS CAPITAL LLCCRD 291297 · SARASOTA, FL$660,777,899.00Regulatory AUM · August 2026
- TRYPERION HOLDINGS LLCCRD 329349 · BEVERLY HILLS, CA$183,986,563.00Regulatory AUM · August 2026
- TSA WEALTH MANAGEMENT LLCCRD 323123 · HOUSTON, TX$358,837,826.00Regulatory AUM · August 2026
- TSAI CAPITAL CORPORATIONCRD 137578$148,292,324.00Regulatory AUM · August 2026
- TSFG, LLCCRD 172555 · LAKE FOREST, IL$997,218,360.00Regulatory AUM · August 2026
- TSG ADVICE PARTNERS, LLCCRD 305999 · COLUMBUS, OH$866,510,470.00Regulatory AUM · August 2026
- TSG ALPHA PARTNERS, LLCCRD 319493 · OLD BRIDGE, NJ$134,944,668.00Regulatory AUM · August 2026
- TSP ADVISORS, LLCCRD 281758 · MERCER ISLAND, WA$317,264,489.00Regulatory AUM · August 2026
- TSP CAPITAL MANAGEMENT GROUP, LLCCRD 131889 · SUMMIT, NJ$553,311,284.00Regulatory AUM · August 2026
- TSP INVESTMENT ADVISERS, L.L.C.CRD 333815 · CHICAGO, IL$304,725,000.00Regulatory AUM · August 2026
- TSW II CAPITAL ADVISORS, LLCCRD 157380 · CHATTANOOGA, TN$544,500,000.00Regulatory AUM · August 2026
- TT CAPITAL MANAGEMENT LLCCRD 158407$189,834,639.00Regulatory AUM · August 2026
- TTP INVESTMENTS, INC.CRD 284082 · SAN JOSE, CA$570,595,563.00Regulatory AUM · August 2026
- TUBLIN - DIFUSCO ADVISORS INC.CRD 125801$131,853,567.00Regulatory AUM · August 2026
- TUCKER ASSET MANAGEMENT LLCCRD 174844 · LITTLETON, CO$603,562,776.00Regulatory AUM · August 2026
- TUCKER JR., DOUGLAS, RAYCRD 298292 · MONTGOMERY, AL$339,025,322.00Regulatory AUM · August 2026
- TUCKER'S FARM MANAGEMENT COMPANY I, L.P.CRD 333720$216,965,048.00Regulatory AUM · August 2026
- TUDOR FINANCIAL, INC.CRD 121495 · DAYTON, OH$256,320,962.00Regulatory AUM · August 2026
- TUFTON CAPITAL MANAGEMENT, LLCCRD 113543 · HUNT VALLEY, MD$463,781,747.00Regulatory AUM · August 2026
- TULL FINANCIAL GROUP, INC.CRD 112235 · CHESAPEAKE, VA$367,086,618.00Regulatory AUM · August 2026
- TUMOLO WEALTH MANAGEMENT LLCCRD 330567 · EAST LYME, CT$134,000,000.00Regulatory AUM · August 2026
- TUMWATER WEALTH MANAGEMENT, LLCCRD 300443 · BOISE, ID$406,568,048.00Regulatory AUM · August 2026
- TURAS CAPITAL MANAGEMENT LPCRD 336516 · BOSTON, MA$613,541,000.00Regulatory AUM · August 2026
- TURLOFF FINANCIAL CONSULTING INC.CRD 117465$160,042,244.00Regulatory AUM · August 2026
- TURN8 PRIVATE WEALTH INC.CRD 167608$349,991,473.00Regulatory AUM · August 2026
- TURNBRIDGE CAPITAL, LLCCRD 169843 · LITTLE ELM, TX$241,179,517.00Regulatory AUM · August 2026
- TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLCCRD 291631 · NEW YORK, NY$567,762,359.00Regulatory AUM · August 2026
- TURNER CAPITAL INVESTMENTS, LLCCRD 146134 · AUSTIN, TX$107,167,153.00Regulatory AUM · August 2026
- TURNER FINANCIAL GROUP, INC.CRD 134204 · PACE, FL$229,566,133.00Regulatory AUM · August 2026
- TURNING POINT BENEFIT GROUP, INC.CRD 301282 · FREDERICK, MD$339,382,378.00Regulatory AUM · August 2026
- TURNSPIRE CAPITAL PARTNERS LLCCRD 311053 · NEW YORK, NY$508,933,337.00Regulatory AUM · August 2026
- TUVE INVESTMENT MANAGEMENT, INC.CRD 226702 · WATERLOO, IA$147,702,966.00Regulatory AUM · August 2026
- TWEET MANAGEMENT SERVICES, INC.CRD 156730 · LA MESA, CA$120,500,000.00Regulatory AUM · August 2026
- TWELE CAPITAL MANAGEMENT, INC.CRD 130239 · MINNETONKA, MN$578,455,059.00Regulatory AUM · August 2026
- TWENTY TWENTY INVESTMENT ADVISORS,LLCCRD 128086$138,978,900.00Regulatory AUM · August 2026
- TWENTY-FIRST TAILORED SOLUTIONS, INC.CRD 158381$515,261,234.00Regulatory AUM · August 2026
- TWIN CAPITAL MANAGEMENT INCCRD 104748 · MCMURRAY, PA$837,792,290.00Regulatory AUM · August 2026
- TWIN CITIES RETIREMENT GROUP, LLCCRD 154974 · PLYMOUTH, MN$144,901,181.00Regulatory AUM · August 2026
- TWIN CITY PRIVATE WEALTH, LLCCRD 315836 · WINSTON-SALEM, NC$151,281,332.00Regulatory AUM · August 2026
- TWIN GRYPHON ADVISORS LLCCRD 297264 · MARSHFIELD, MA$126,525,619.00Regulatory AUM · August 2026
- TWIN LAKES CAPITAL MANAGEMENT, LLCCRD 137522 · REDWOOD SHORES, CA$314,676,938.00Regulatory AUM · August 2026
- TWIN LIONS MANAGEMENT LLCCRD 325314 · STAMFORD, CT$215,869,723.00Regulatory AUM · August 2026
- TWIN PEAKS WEALTH ADVISORS, LLCCRD 323817$584,788,678.00Regulatory AUM · August 2026
- TWIN POINT CAPITAL LLCCRD 281731 · NEW YORK, NY$355,888,594.00Regulatory AUM · August 2026
- TWIN SECURITIES, INC.CRD 158318 · NEW YORK, NY$317,749,163.00Regulatory AUM · August 2026
- TWO PARKS CAPITAL LLCCRD 333142 · NEW YORK, NY$174,595,739.00Regulatory AUM · August 2026
- TWO POINT CAPITAL MANAGEMENT, INC.CRD 131816 · PITTSFORD, NY$310,511,226.00Regulatory AUM · August 2026
- TWO PRIME INC.CRD 316015$416,479,222.00Regulatory AUM · August 2026
- TWO ROADS PARTNERS MANAGEMENT, LPCRD 326470 · NEW YORK, NY$578,874,145.00Regulatory AUM · August 2026
- TWO SIGMA REAL ESTATE, LPCRD 324210 · NEW YORK, NY$581,655,163.00Regulatory AUM · August 2026
- TYLER STREET CAPITALCRD 340011 · PLYMOUTH, MA$491,523,354.00Regulatory AUM · August 2026
- TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.CRD 113586 · SIGNAL MOUNTAIN, TN$277,314,753.00Regulatory AUM · August 2026
- TYR CAPITAL ADVISORS, LLCCRD 326208 · OVERLAND PARK, KS$244,078,571.00Regulatory AUM · August 2026
- TYRO CAPITAL MANAGEMENT, LLCCRD 312329 · MIAMI, FL$570,906,119.00Regulatory AUM · August 2026
- TYTHON CAPITAL, LLCCRD 285212 · PLANO, TX$678,292,600.00Regulatory AUM · August 2026
- U. S. BOSTON CAPITAL CORPORATIONCRD 5251 · LINCOLN, MA$359,787,261.00Regulatory AUM · August 2026
- U.S. PRIVATE WEALTH, LLCCRD 167288 · PALM BEACH GARDENS, FL$200,327,081.00Regulatory AUM · August 2026
- U.S. WEALTH GROUP, LLCCRD 141062$181,531,390.00Regulatory AUM · August 2026
- U.S.A. FINANCIAL & TAX SERVICES, LLCCRD 306214 · FARMINGTON, CT$159,260,000.00Regulatory AUM · August 2026
- UAK DIVERSIFIED LLCCRD 300506$122,658,621.00Regulatory AUM · August 2026
- UCAP ASSET MANAGEMENT LLCCRD 170846 · MIAMI, FL$208,206,707.00Regulatory AUM · August 2026
- UDINE WEALTH MANAGEMENT INC.CRD 147158$273,900,000.00Regulatory AUM · August 2026
- UGVP MANAGEMENT, LLCCRD 170880 · SUMMIT, NJ$634,873,261.00Regulatory AUM · August 2026
- UHLER VERTICH WHITE ADVISORS, LLCCRD 130716 · FORT MYERS, FL$513,675,000.00Regulatory AUM · August 2026
- UHLMANN INVESTMENT MANAGEMENT, L.L.C.CRD 118025 · SKOKIE, IL$273,182,000.00Regulatory AUM · August 2026
- UHY WEALTH MANAGEMENT RIA LLCCRD 317608 · FARMINGTON HILLS, MI$102,590,862.00Regulatory AUM · August 2026
- ULLAND INVESTMENT ADVISORS, LLCCRD 109610 · MINNEAPOLIS, MN$442,901,942.00Regulatory AUM · August 2026
- ULTA WEALTH MANAGEMENT, LLCCRD 310879 · LAS VEGAS, NV$146,470,000.00Regulatory AUM · August 2026
- ULTRA ADVISORY GROUP LLCCRD 338775 · IRVINE, CA$142,609,950.00Regulatory AUM · August 2026
- UMB PRIVATE WEALTH MANAGEMENT, LLCCRD 306374 · KANSAS CITY, MO$124,717,315.00Regulatory AUM · August 2026
- UNCOMMON CENTS INVESTING, INCCRD 290105 · JANESVILLE, WI$519,598,466.00Regulatory AUM · August 2026
- UNCOMMON EQUITY LLCCRD 314936 · CHICAGO, IL$198,801,821.00Regulatory AUM · August 2026
- UNCONVENTIONAL INVESTOR, LLCCRD 317333$302,536,599.00Regulatory AUM · August 2026
- UNDERDOG WEALTH MANAGEMENT, LLCCRD 152998 · MAPLE GROVE, MN$111,880,222.00Regulatory AUM · August 2026
- UNIFIED INVESTMENT MANAGEMENT, LLCCRD 326056 · ATLANTA, GA$150,610,399.00Regulatory AUM · August 2026
- UNIFIED WEALTH MANAGEMENT LLCCRD 284553 · OLDSMAR, FL$151,261,565.00Regulatory AUM · August 2026
- UNIFY FINANCIAL LLCCRD 324120 · CLEARWATER, FL$155,790,004.00Regulatory AUM · August 2026
- UNIMAR FINANCIAL SERVICES, LLCCRD 159674 · MIAMI, FL$230,798,715.00Regulatory AUM · August 2026
- UNIO CAPITAL LLCCRD 166483 · PRINCETON, NJ$691,463,102.00Regulatory AUM · August 2026
- UNION CAPITAL ASSOCIATES, L.P.CRD 285154 · GREENWICH, CT$721,532,007.00Regulatory AUM · August 2026
- UNION CAPITAL COMPANYCRD 110301 · TUCSON, AZ$150,000,000.00Regulatory AUM · August 2026
- UNION HERITAGE CAPITALCRD 309768 · DETROIT, MI$295,247,038.00Regulatory AUM · August 2026
- UNION PARK CAPITAL MANAGEMENT, L.P.CRD 169842 · BOSTON, MA$928,475,461.00Regulatory AUM · August 2026
- UNION SQUARE CAPITAL PARTNERS, LLCCRD 288708 · KENNETT SQUARE, PA$188,749,175.00Regulatory AUM · August 2026
- UNION SQUARE INVESTMENT COCRD 111776 · SAN FRANCISCO, CA$361,235,925.00Regulatory AUM · August 2026
- UNION SQUARE PARK CAPITAL MANAGEMENT, LLCCRD 175471 · NEW YORK, NY$154,489,088.00Regulatory AUM · August 2026
- UNION STRATEGIC ADVISORS LLCCRD 340640 · BLUE ASH, OH$371,608,066.00Regulatory AUM · August 2026
- UNIPLAN INVESTMENT COUNSEL, INC.CRD 154718 · MILWAUKEE, WI$330,460,396.00Regulatory AUM · August 2026
- UNIQUE WEALTH STRATEGIESCRD 323994 · BURR RIDGE, IL$381,500,000.00Regulatory AUM · August 2026
- UNIQUE WEALTH, LLCCRD 312462 · TAMPA, FL$965,627,008.00Regulatory AUM · August 2026
- UNISON ASSET MANAGEMENT LLCCRD 288249 · AVENTURA, FL$298,201,516.00Regulatory AUM · August 2026