Research Report · 2026-06-30
Registered Investment Advisers Managing $100 Million to $500 Million
SEC-registered investment advisers with between $100 million and $500 million in reported regulatory assets under management.
Firms
1,000
Total AUM
$446.91B
Median AUM
$444.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | ENDOWMENT ADVISERS, L.P. | 129346 | $499.7M | $499.7M | 9 | 2026-06-30 | → |
| 2 | FIRST SABREPOINT CAPITAL MANAGEMENT, LP | 283638 | $499.5M | $499.5M | 5 | 2026-03-31 | → |
| 3 | STOKES CAPITAL ADVISORS, LLC | 281278 | $499.4M | $499.4M | 2 | 2026-02-28 | → |
| 4 | GREENSTONE PARTNERS, LLC | 136566 | $499.3M | $499.3M | 5 | 2026-06-30 | → |
| 5 | ELEVATED CAPITAL ADVISORS, LLC | 226721 | $499.1M | $499.1M | 30 | 2026-03-31 | → |
| 6 | EVT FINANCIAL ADVISORS AG | 155268 | $498.9M | $498.9M | 4 | 2026-05-31 | → |
| 7 | PRESIDIO CAPITAL MANAGEMENT, LLC | 304501 | $498.9M | $498.9M | 14 | 2026-03-31 | → |
| 8 | ACT ADVISORS, LLC | 173120 | $498.9M | $498.9M | 10 | 2026-03-31 | → |
| 9 | SCIENTECH RESEARCH LLC | 310615 | $498.8M | $498.8M | 25 | 2026-03-31 | → |
| 10 | CLARK FINANCIAL SERVICES GROUP INC | 110650 | $498.7M | $498.7M | 6 | 2026-03-31 | → |
| 11 | KAHN BROTHERS ADVISORS LLC | 144368 | $498.6M | $498.6M | 6 | 2026-03-31 | → |
| 12 | OUTRUNNER CAPITAL, LLC | 331377 | $498.5M | $498.5M | 4 | 2026-06-30 | → |
| 13 | HASTINGS EQUITY PARTNERS, LLC | 167499 | $498.5M | $498.5M | 13 | 2026-03-31 | → |
| 14 | JACKSON FINANCIAL SERVICES, LLC | 132252 | $498.1M | $498.1M | 3 | 2026-03-31 | → |
| 15 | RUEDI WEALTH MANAGEMENT, INC. | 173262 | $498.0M | $498.0M | 5 | 2026-04-30 | → |
| 16 | PITZL FINANCIAL, LLC | 171441 | $498.0M | $498.0M | 8 | 2026-02-28 | → |
| 17 | XCEL WEALTH MANAGEMENT, LLC | 158863 | $497.9M | $497.9M | 4 | 2026-02-28 | → |
| 18 | SOCORRO ASSET MANAGEMENT, L.P. | 304401 | $497.9M | $497.9M | 6 | 2026-03-31 | → |
| 19 | WILLIAM MADISON ADVISORS, INC. | 294782 | $497.7M | $497.7M | 8 | 2026-03-31 | → |
| 20 | SCHMIDT FINANCIAL MANAGEMENT, INC. | 328247 | $497.5M | $497.5M | 7 | 2026-03-31 | → |
| 21 | LEGEIS CAPITAL ADVISORS, LLC | 332943 | $497.4M | $497.4M | 1 | 2026-04-30 | → |
| 22 | ESCHLER ASSET MANAGEMENT LLP | 311807 | $497.2M | $497.2M | 41 | 2025-06-30 | → |
| 23 | VERDIS INVESTMENT MANAGEMENT, LLC | 134445 | $497.0M | $497.0M | 11 | 2026-04-30 | → |
| 24 | THE MILWEALTH GROUP, LLC | 108931 | $496.9M | $496.9M | 8 | 2026-03-31 | → |
| 25 | RR ADVISORS, LLC | 130609 | $496.8M | $496.8M | 8 | 2026-03-31 | → |
| 26 | RIPOSTE CAPITAL LLC | 322217 | $496.6M | $496.6M | 9 | 2026-03-31 | → |
| 27 | SA WEALTH MANAGEMENT LLC | 335680 | $496.4M | $496.4M | 3 | 2026-02-28 | → |
| 28 | PEAVINE CAPITAL, LLC | 159922 | $496.3M | $496.3M | 2 | 2026-01-31 | → |
| 29 | ALEXANDER INVESTMENT SERVICES CO. | 1037 | $496.3M | $496.3M | 12 | 2026-03-31 | → |
| 30 | AKKADIAN CEF MANAGER, LLC | 338152 | $496.3M | $496.3M | 14 | 2026-04-30 | → |
| 31 | WHITE OAKS INVESTMENT MANAGEMENT, INC | 170016 | $496.1M | $496.1M | 2 | 2026-05-31 | → |
| 32 | RENCH WEALTH MANAGEMENT, INC. | 159983 | $495.9M | $495.9M | 5 | 2026-03-31 | → |
| 33 | STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP | 284310 | $495.8M | $495.8M | 11 | 2026-04-30 | → |
| 34 | MONARCH CAPITAL MANAGEMENT INC | 106244 | $495.7M | $495.7M | 8 | 2026-03-31 | → |
| 35 | KLOSTERS CAPITAL LLC | 285582 | $495.6M | $495.6M | 7 | 2026-03-31 | → |
| 36 | PIEDMONT CAPITAL MANAGEMENT, LLC | 155682 | $495.6M | $495.6M | 24 | 2026-03-31 | → |
| 37 | CORIGLIANO INVESTMENT ADVISERS, LLC | 331908 | $495.5M | $495.5M | 4 | 2026-03-31 | → |
| 38 | CHERRYDALE WEALTH MANAGEMENT, LLC | 171541 | $495.5M | $495.5M | 3 | 2026-06-30 | → |
| 39 | MCCAY WEALTH ADVISORY LLC | 286503 | $495.4M | $495.4M | 10 | 2026-02-28 | → |
| 40 | SEMMAX FINANCIAL ADVISORS, INC. | 144978 | $495.4M | $495.4M | 18 | 2026-03-31 | → |
| 41 | MED VENTURE MANAGEMENT, LLC | 335443 | $495.2M | $495.2M | 8 | 2026-04-30 | → |
| 42 | GREAT RANGE CAPITAL, LLC | 164294 | $495.0M | $495.0M | 17 | 2026-03-31 | → |
| 43 | PORTFOLIO ADVISORY COUNCIL, L.L.C. | 107465 | $494.9M | $494.9M | 9 | 2026-03-31 | → |
| 44 | INFANGER INVESTMENT TECHNOLOGY, LLC | 112328 | $494.9M | $494.9M | 2 | 2026-03-31 | → |
| 45 | GREYSTONE FINANCIAL GROUP, LLC | 306595 | $494.9M | $494.9M | 8 | 2026-03-31 | → |
| 46 | JDH WEALTH MANAGEMENT, LLC | 112474 | $494.9M | $494.9M | 2 | 2026-04-30 | → |
| 47 | STERLING WEALTH MANAGEMENT, INC. | 131304 | $494.6M | $494.6M | 7 | 2026-03-31 | → |
| 48 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 152154 | $494.6M | $494.6M | 10 | 2026-04-30 | → |
| 49 | LINCOLNSHIRE MANAGEMENT, INC. | 157144 | $494.4M | $494.4M | 23 | 2026-03-31 | → |
| 50 | THE CONNOR GROUP FUND MANAGER, LLC | 342266 | $494.3M | $494.3M | 6 | 2026-04-30 | → |
| 51 | BALANCED WEALTH GROUP LLC | 328007 | $494.1M | $494.1M | 12 | 2026-06-30 | → |
| 52 | TRUE WEALTH DESIGN, LLC | 143194 | $494.0M | $494.0M | 12 | 2026-05-31 | → |
| 53 | BUSEY CAPITAL MANAGEMENT, INC. | 128044 | $493.8M | $493.8M | 22 | 2026-03-31 | → |
| 54 | BONAVENTURE CAPITAL, LLC | 120780 | $493.8M | $493.8M | 3 | 2026-03-31 | → |
| 55 | KOLINSKY WEALTH MANAGEMENT, LLC | 153763 | $493.8M | $493.8M | 11 | 2025-03-31 | → |
| 56 | CUTTER CAPITAL MANAGEMENT, LP | 326885 | $493.4M | $493.4M | 8 | 2025-03-31 | → |
| 57 | ALLRED CAPITAL MANAGEMENT, LLC | 297533 | $493.4M | $493.4M | 6 | 2026-03-31 | → |
| 58 | SELLARONDA GLOBAL MANAGEMENT LP | 325400 | $493.1M | $493.1M | 6 | 2026-03-31 | → |
| 59 | HFM INVESTMENT ADVISORS, INC. | 115799 | $493.1M | $493.1M | 2 | 2026-05-31 | → |
| 60 | UNITED AMERICAN SECURITIES, INC. | 21274 | $493.0M | $493.0M | 6 | 2026-05-31 | → |
| 61 | MANTEIO CAPITAL LLC | 311029 | $492.7M | $492.7M | 34 | 2026-03-31 | → |
| 62 | HARBER CAPITAL LLC | 158939 | $492.7M | $492.7M | 4 | 2026-03-31 | → |
| 63 | SYMMETRY CAPITAL ADVISORS LLC | 122563 | $492.7M | $492.7M | 5 | 2026-03-31 | → |
| 64 | BASIN OIL AND GAS MANAGEMENT, LP | 289099 | $492.7M | $492.7M | 8 | 2026-03-31 | → |
| 65 | CARR'S HILL CAPITAL PARTNERS MANAGEMENT, L.P. | 305205 | $492.7M | $492.7M | 10 | 2026-04-30 | → |
| 66 | TRUE NORTH MANAGEMENT GROUP, LLC | 161042 | $492.5M | $492.5M | 9 | 2026-03-31 | → |
| 67 | MASTODON ADVISORY GROUP, LLC | 283494 | $492.5M | $492.5M | 2 | 2026-03-31 | → |
| 68 | ENGLE CAPITAL MANAGEMENT, L.P. | 178525 | $492.4M | $492.4M | 8 | 2026-03-31 | → |
| 69 | FUSION CAPITAL, LLC | 154726 | $492.3M | $492.3M | 6 | 2026-03-31 | → |
| 70 | MONETARY MANAGEMENT GROUP INC | 110284 | $492.3M | $492.3M | 6 | 2026-01-31 | → |
| 71 | HANC WEALTH MANAGEMENT, LLC | 249789 | $492.1M | $492.1M | 5 | 2026-04-30 | → |
| 72 | RPD FUND MANAGEMENT LLC | 316867 | $492.1M | $492.1M | 12 | 2026-03-31 | → |
| 73 | CHICO WEALTH RIA, INC. | 162562 | $492.0M | $492.0M | 4 | 2026-03-31 | → |
| 74 | BRICK & KYLE ASSOCIATES INC | 107771 | $491.7M | $491.7M | 6 | 2026-04-30 | → |
| 75 | TYLER STREET CAPITAL | 340011 | $491.5M | $491.5M | 1 | 2026-06-30 | → |
| 76 | ATWATER CAPITAL, LLC | 299075 | $491.5M | $491.5M | 6 | 2026-03-31 | → |
| 77 | IF ADVISORS, LLC | 309631 | $491.4M | $491.4M | 4 | 2026-03-31 | → |
| 78 | PACES FERRY WEALTH ADVISORS, LLC | 300057 | $491.2M | $491.2M | 6 | 2026-03-31 | → |
| 79 | PERMIT CAPITAL, LLC | 138436 | $491.1M | $491.1M | 6 | 2026-03-31 | → |
| 80 | VICTOR CAPITAL PARTNERS MANAGEMENT COMPANY, LP | 313929 | $491.0M | $491.0M | 14 | 2026-03-31 | → |
| 81 | MARYLAND CAPITAL ADVISORS, INC. | 134875 | $490.8M | $490.8M | 7 | 2026-03-31 | → |
| 82 | WHITCOMB & HESS, INC. | 121064 | $490.7M | $490.7M | 31 | 2026-02-28 | → |
| 83 | QUANTUM ADVISERS, LLC | 160267 | $490.6M | $490.6M | 144 | 2026-06-30 | → |
| 84 | REDSTONE ADVISORS INC | 107699 | $490.6M | $490.6M | 6 | 2026-03-31 | → |
| 85 | LIFEWEALTH INVESTMENTS, LLC | 332978 | $490.6M | $490.6M | 22 | 2026-03-31 | → |
| 86 | SAMALIN INVESTMENT COUNSEL, LLC | 142214 | $490.5M | $490.5M | 13 | 2026-06-30 | → |
| 87 | CYPRESS FINANCIAL PLANNING, LLC | 151014 | $490.4M | $490.4M | 7 | 2026-06-30 | → |
| 88 | SYNERGY FUND MANAGEMENT GROUP LIMITED | 168167 | $490.3M | $490.3M | 9 | 2026-03-31 | → |
| 89 | COOK PINE CAPITAL LLC | 134911 | $490.3M | $490.3M | 8 | 2026-03-31 | → |
| 90 | 10 EAST PARTNERS LLC | 322360 | $490.3M | $490.3M | 21 | 2026-03-31 | → |
| 91 | TIM LOONEY INVESTMENTS, LLC | 164413 | $490.3M | $490.3M | 4 | 2026-03-31 | → |
| 92 | DAHER CAPITAL GROUP, LLC | 341516 | $490.0M | $490.0M | 1 | 2026-05-31 | → |
| 93 | HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC | 288671 | $490.0M | $490.0M | 2 | 2026-03-31 | → |
| 94 | MONTGOMERY INVESTMENT MANAGEMENT INC | 105417 | $490.0M | $490.0M | 3 | 2026-02-28 | → |
| 95 | MNS FINANCIAL MANAGEMENT, L.L.C. | 116604 | $489.2M | $489.2M | 9 | 2026-04-30 | → |
| 96 | IRON FINANCIAL LLC | 106682 | $489.2M | $489.2M | 10 | 2026-03-31 | → |
| 97 | IFRAH FINANCIAL SERVICES, INC. | 136925 | $489.1M | $489.1M | 14 | 2026-02-28 | → |
| 98 | POSTROCK PARTNERS LLC | 328865 | $489.1M | $489.1M | 5 | 2026-05-31 | → |
| 99 | ONE DEGREE ADVISORS, INC. | 170392 | $489.0M | $489.0M | 6 | 2026-05-31 | → |
| 100 | WOOD TARVER FINANCIAL GROUP, LLC | 298793 | $489.0M | $489.0M | 5 | 2026-04-30 | → |
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