Investment adviser firms: $100 million to under $1 billion in regulatory AUM · Page 94
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
- VAUBAN WEALTH MANAGEMENTCRD 305222 · GUAYNABO, PR$181,187,478.00Regulatory AUM · August 2026
- VAUGHAN AND COMPANY SECURITIES, INC.CRD 18826 · RIDGEWOOD, NJ$218,871,800.00Regulatory AUM · August 2026
- VAVRA CAPITAL MANAGEMENT, LLCCRD 149307$104,770,049.00Regulatory AUM · August 2026
- VAWTER FINANCIAL LTDCRD 108830 · COLUMBUS, OH$394,368,793.00Regulatory AUM · August 2026
- VB&T WEALTH MANAGEMENT LLCCRD 318330 · SCOTTSDALE, AZ$328,331,005.00Regulatory AUM · August 2026
- VCC ADVISORS, LLCCRD 301023 · NEW YORK, NY$956,797,840.00Regulatory AUM · August 2026
- VCI WEALTH MANAGEMENT LLCCRD 324833 · SAINT LOUIS, MO$435,258,041.00Regulatory AUM · August 2026
- VCP FINANCIAL LLCCRD 167901 · STATEN ISLAND, NY$142,555,551.00Regulatory AUM · August 2026
- VEDANTA MANAGEMENT, L.P.CRD 160685 · NEW YORK, NY$345,629,113.00Regulatory AUM · August 2026
- VEERY CAPITAL, LLCCRD 298465 · WEST CHESTER, PA$971,383,003.00Regulatory AUM · August 2026
- VEGA CAPITAL GROUP LLCCRD 129494$154,861,510.00Regulatory AUM · August 2026
- VELA INVESTMENT MANAGEMENT, LLCCRD 306678 · NEW ALBANY, OH$562,942,488.00Regulatory AUM · August 2026
- VELOCIS MANAGEMENT, LLCCRD 313345 · DALLAS, TX$346,356,343.00Regulatory AUM · August 2026
- VELOCITY CAPITAL MANAGEMENT LLCCRD 321641 · NEW YORK, NY$598,219,393.00Regulatory AUM · August 2026
- VELTRIA ADVISORS CORP.CRD 189514 · MIAMI, FL$113,156,643.00Regulatory AUM · August 2026
- VENATOR MANAGEMENT LLCCRD 310406 · PITTSBURGH, PA$511,709,674.00Regulatory AUM · August 2026
- VENDERA MANAGEMENT HOLDINGS, LLCCRD 175116 · DALLAS, TX$602,773,691.00Regulatory AUM · August 2026
- VENNLIGHT CAPITAL MANAGEMENT, LPCRD 329148$215,704,000.00Regulatory AUM · August 2026
- VENOR CAPITAL MANAGEMENT LPCRD 158327 · NEW YORK, NY$254,035,308.00Regulatory AUM · August 2026
- VENREX INVESTMENT MANAGEMENT LLPCRD 324009$541,028,932.00Regulatory AUM · August 2026
- VENTANA PRIVATE WEALTH LLCCRD 311878 · DENVER, CO$158,641,000.00Regulatory AUM · August 2026
- VENTIRA PRIVATE WEALTH MANAGEMENT LTD.CRD 164792$681,966,000.00Regulatory AUM · August 2026
- VENTURE CAPITAL FUND OF AMERICA III, INC.CRD 160941 · NEW YORK, NY$409,646,361.00Regulatory AUM · August 2026
- VENTURE FORTH FINANCIAL, LLCCRD 283315$105,011,667.00Regulatory AUM · August 2026
- VENTURE INVESTMENT MANAGEMENT CO., L.L.C.CRD 160002 · PEAPACK, NJ$636,775,501.00Regulatory AUM · August 2026
- VERA LAKE CAPITAL, LLCCRD 341142 · EDINA, MN$180,355,372.00Regulatory AUM · August 2026
- VERACITY CAPITAL LLCCRD 304272 · ATLANTA, GA$799,765,259.00Regulatory AUM · August 2026
- VERAZ ADVISORS, LLCCRD 304619 · SAN RAMON, CA$109,563,851.00Regulatory AUM · August 2026
- VERDE CAPITAL MANAGEMENT, INC.CRD 147179 · CLARKSTON, MI$843,386,404.00Regulatory AUM · August 2026
- VERDIS INVESTMENT MANAGEMENT, LLCCRD 134445 · WEST CONSHOHOCKEN, PA$496,969,429.00Regulatory AUM · August 2026
- VERECAN CAPITAL MANAGEMENT INC.CRD 336801$692,702,177.00Regulatory AUM · August 2026
- VERGEPOINTE WEALTH MANAGEMENT, LLCCRD 151425 · LAKE OSWEGO, OR$283,324,092.00Regulatory AUM · August 2026
- VERICIMETRY ADVISORS LLCCRD 157394$164,097,801.00Regulatory AUM · August 2026
- VERICREST PRIVATE WEALTH, LLCCRD 311111 · NEWTOWN, PA$137,811,340.00Regulatory AUM · August 2026
- VERIDAN WEALTH LLCCRD 329666 · WEST LINN, OR$667,215,443.00Regulatory AUM · August 2026
- VERISAIL PARTNERS, LLCCRD 153751 · CHAMBLEE, GA$283,605,000.00Regulatory AUM · August 2026
- VERITAS WEALTH MANAGEMENT, LLCCRD 160600 · SALT LAKE CITY, UT$135,839,004.00Regulatory AUM · August 2026
- VERITAS WEALTH PARTNERS, LLCCRD 312247$150,652,500.00Regulatory AUM · August 2026
- VERITY WEALTH ADVISORS, LLCCRD 126742 · SAUSALITO, CA$278,532,127.00Regulatory AUM · August 2026
- VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLCCRD 168215 · PHOENIXVILLE, PA$278,557,328.00Regulatory AUM · August 2026
- VERMILLION FINANCIAL ADVISORS, INC.CRD 119239 · SOUTH BARRINGTON, IL$386,742,517.00Regulatory AUM · August 2026
- VERMILLION WEALTH MANAGEMENT INC.CRD 281978 · ROSEMOUNT, MN$459,879,287.00Regulatory AUM · August 2026
- VERSA CAPITAL MANAGEMENT, L.P.CRD 321934 · PHILADELPHIA, PA$180,072,966.00Regulatory AUM · August 2026
- VERSATILE CAPITAL MANAGEMENT L.L.C.CRD 173611 · CHICAGO, IL$130,067,939.00Regulatory AUM · August 2026
- VERSO PARTNERS LPCRD 318319 · SAN FRANCISCO, CA$521,595,383.00Regulatory AUM · August 2026
- VERT ASSET MANAGEMENT LLCCRD 288445 · SAUSALITO, CA$464,384,824.00Regulatory AUM · August 2026
- VERTIS WEALTH, LLCCRD 307270 · CHICAGO, IL$140,670,604.00Regulatory AUM · August 2026
- VERTRIX WEALTH MANAGEMENT, LLCCRD 339547 · TROY, MI$343,192,521.00Regulatory AUM · August 2026
- VERUS CAPITAL VENTURES, INC.CRD 315153 · SUGAR LAND, TX$158,666,730.00Regulatory AUM · August 2026
- VERUS WEALTH MANAGEMENT, LLCCRD 323130 · DE PERE, WI$143,077,574.00Regulatory AUM · August 2026
- VESEY STREET CAPITAL PARTNERS, L.L.C.CRD 285544 · NEW YORK, NY$942,027,598.00Regulatory AUM · August 2026
- VESTA WEALTH MANAGEMENT, LLCCRD 167498 · MIAMI BEACH, FL$333,332,194.00Regulatory AUM · August 2026
- VESTED FINANCIAL PLANNING, LLCCRD 296970$157,174,739.00Regulatory AUM · August 2026
- VESTGEN INVESTMENT MANAGEMENT, LLCCRD 118851 · EGG HARBOR TWP., NJ$786,622,147.00Regulatory AUM · August 2026
- VESTMENT FINANCIAL LLCCRD 168771 · CHANHASSEN, MN$304,258,801.00Regulatory AUM · August 2026
- VESTPOINTE WEALTH MANAGEMENT, LLCCRD 132591 · SCOTTSDALE, AZ$165,758,121.00Regulatory AUM · August 2026
- VESTURA, LLCCRD 142926 · HOBART, WI$336,749,300.00Regulatory AUM · August 2026
- VETERI PLACE CORPORATIONCRD 160664 · PARSIPPANY, NJ$150,692,458.00Regulatory AUM · August 2026
- VF ADVISORS, LLCCRD 334305 · LOUISVILLE, KY$150,000,000.00Regulatory AUM · August 2026
- VFPE ADVISORS LLCCRD 299829 · AUDUBON, PA$195,631,825.00Regulatory AUM · August 2026
- VIA IV INVESTMENTS, LLCCRD 121992 · BURR RIDGE, IL$221,830,752.00Regulatory AUM · August 2026
- VIABLE PLANNING, LLCCRD 322140$214,176,901.00Regulatory AUM · August 2026
- VIAQUEST ADVISORS LLCCRD 333842 · HOUSTON, TX$174,447,485.00Regulatory AUM · August 2026
- VIAWEALTH, LLCCRD 309043 · LEAWOOD, KS$260,738,897.00Regulatory AUM · August 2026
- VIBURNUM FUNDS PTY LTDCRD 174628$276,371,801.00Regulatory AUM · August 2026
- VICKERMAN INVESTMENT ADVISORS, INC.CRD 313240 · SPOKANE, WA$632,257,716.00Regulatory AUM · August 2026
- VICTOR CAPITAL PARTNERS MANAGEMENT COMPANY, LPCRD 313929 · NEW YORK, NY$490,985,542.00Regulatory AUM · August 2026
- VICTORIA CAPITAL MANAGEMENT, INC.CRD 107665 · CHARLESTON, SC$305,524,532.00Regulatory AUM · August 2026
- VICTORY ASSET MANAGEMENT CO., INC.CRD 107203 · MULLICA HILL, NJ$102,465,525.00Regulatory AUM · August 2026
- VICTRIX INVESTMENT ADVISORS LLCCRD 167517 · STUART, FL$343,341,162.00Regulatory AUM · August 2026
- VICTUS CAPTIAL WEALTH, LLCCRD 154899 · SANTA MONICA, CA$280,066,182.00Regulatory AUM · August 2026
- VIDA WEALTH PARTNERS, INC.CRD 140824 · SANTA BARBARA, CA$129,627,841.00Regulatory AUM · August 2026
- VIDEN ARBOR CAPITAL L.L.C.CRD 169533$204,062,635.00Regulatory AUM · August 2026
- VIENNA ASSET MANAGEMENT LLCCRD 299725 · SARATOGA, CA$256,525,661.00Regulatory AUM · August 2026
- VIEWPOINT CAPITAL MANAGEMENT, LLCCRD 158899 · SEATTLE, WA$267,799,000.00Regulatory AUM · August 2026
- VIGIL WEALTH MANAGEMENT, LLCCRD 299619 · PONTE VEDRA BEACH, FL$186,035,899.00Regulatory AUM · August 2026
- VIGILARE WEALTH MANAGEMENT LLCCRD 157663 · SCOTTSDALE, AZ$330,938,853.00Regulatory AUM · August 2026
- VIKING PARTNERS ADVISORS, LLCCRD 321989 · CINCINNATI, OH$374,975,017.00Regulatory AUM · August 2026
- VILA, LLCCRD 307186 · SAN FRANCISCO, CA$286,543,765.00Regulatory AUM · August 2026
- VILGA FINANCIAL PLANNING LLCCRD 311166$169,313,370.00Regulatory AUM · August 2026
- VILLAGE GLOBAL MANAGEMENT, L.L.C.CRD 289258 · COVINA, CA$978,652,936.00Regulatory AUM · August 2026
- VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLCCRD 287809 · WAYNE, PA$143,872,405.00Regulatory AUM · August 2026
- VIMA, LLCCRD 148833 · TROY, MI$229,498,747.00Regulatory AUM · August 2026
- VINCENT WEALTH ADVISORS LLCCRD 332759 · NORWELL, MA$152,876,009.00Regulatory AUM · August 2026
- VINCI PARTNERS USA LLCCRD 162399 · NEW YORK, NY$327,036,866.00Regulatory AUM · August 2026
- VINCIMUS CAPITAL, LLCCRD 321865 · MALIBU, CA$183,679,557.00Regulatory AUM · August 2026
- VINE CAPITAL MANAGEMENT, LLCCRD 269894$188,394,379.00Regulatory AUM · August 2026
- VINE INVESTMENT ADVISORS, LPCRD 157341 · PALM BEACH GARDENS, FL$583,451,294.00Regulatory AUM · August 2026
- VINES CAPITAL MANAGEMENT, LLCCRD 298727 · MONROE, LA$192,183,223.00Regulatory AUM · August 2026
- VIP PLANNERS, INC.CRD 111946 · ROANOKE, VA$126,165,535.00Regulatory AUM · August 2026
- VIP WEALTH ADVISORS LLCCRD 335528 · DECATUR, GA$126,099,231.00Regulatory AUM · August 2026
- VIRAGE CAPITAL MANAGEMENT LPCRD 167992 · HOUSTON, TX$588,349,174.00Regulatory AUM · August 2026
- VIRGINIA WEALTH MANAGEMENT GROUP, INC.CRD 311248 · VIRGINIA BEACH, VA$393,830,795.00Regulatory AUM · August 2026
- VIRGO INVESTMENT GROUP LLCCRD 157297 · BURLINGAME, CA$857,406,499.00Regulatory AUM · August 2026
- VIRTERA PARTNERS LLCCRD 308187 · PEPPER PIKE, OH$451,795,846.00Regulatory AUM · August 2026
- VIRTUE ASSET MANAGEMENT LLCCRD 283438 · BARRINGTON, IL$211,417,028.00Regulatory AUM · August 2026
- VIRTUS FAMILY OFFICE, LLCCRD 298272 · EL PASO, TX$726,943,327.00Regulatory AUM · August 2026
- VIRTUS FINANCIAL PARTNERS, LLCCRD 323365$152,530,132.00Regulatory AUM · August 2026
- VIRTUS WEALTH MANAGEMENT LLCCRD 317832 · OLIVETTE, MO$119,364,407.00Regulatory AUM · August 2026
- VIS ADVISORS, LPCRD 240786 · NEW YORK, NY$148,850,000.00Regulatory AUM · August 2026