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 | |
|---|---|---|---|---|---|---|---|
| 101 | WESTERLY CAPITAL MANAGEMENT LLC | 140089 | $488.9M | $488.9M | 3 | 2026-03-31 | → |
| 102 | WPH GP, LLC | 295192 | $488.8M | $488.8M | 11 | 2026-05-31 | → |
| 103 | ACORN CREEK CAPITAL LLC | 325809 | $488.7M | $488.7M | 5 | 2026-01-31 | → |
| 104 | GORDIAN WEALTH ADVISORS, LLC | 281775 | $488.7M | $488.7M | 7 | 2026-03-31 | → |
| 105 | PARKVIEW LTD. | 160171 | $488.5M | $488.5M | 9 | 2026-02-28 | → |
| 106 | REGISTER FINANCIAL ADVISORS, LLC | 143884 | $488.5M | $488.5M | 15 | 2026-04-30 | → |
| 107 | BRIDGEFRONT CAPITAL, LLC | 291949 | $488.5M | $488.5M | 7 | 2026-03-31 | → |
| 108 | FINANCIAL AVENGERS, INC. | 119636 | $488.4M | $488.4M | 2 | 2026-03-31 | → |
| 109 | OBJECTIVITY SQUARED, LLC | 311052 | $487.8M | $487.8M | 6 | 2026-03-31 | → |
| 110 | HIXON ZUERCHER, LLC | 123465 | $487.7M | $487.7M | 11 | 2026-04-30 | → |
| 111 | HRC WEALTH MANAGEMENT, LLC | 117212 | $487.4M | $487.4M | 8 | 2026-03-31 | → |
| 112 | 44 WEALTH MANAGEMENT LLC | 309647 | $487.4M | $487.4M | 5 | 2026-03-31 | → |
| 113 | BLT FUND MANAGER LLC | 166743 | $487.3M | $487.3M | 7 | 2026-06-30 | → |
| 114 | BROWN, LISLE/CUMMINGS, INC. | 1331 | $487.3M | $487.3M | 13 | 2026-06-30 | → |
| 115 | ARGENT WEALTH, LLC | 311685 | $487.3M | $487.3M | 11 | 2026-03-31 | → |
| 116 | ABR CAPITAL PARTNERS, LLC | 152121 | $487.2M | $487.2M | 26 | 2026-05-31 | → |
| 117 | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | 114471 | $487.1M | $487.1M | 7 | 2026-03-31 | → |
| 118 | D.B. FITZPATRICK & CO., INC. | 105671 | $487.0M | $487.0M | 10 | 2026-03-31 | → |
| 119 | BELL & BROWN WEALTH ADVISORS, LLC | 175419 | $486.8M | $486.8M | 3 | 2026-02-28 | → |
| 120 | ROSENBLUM SILVERMAN SUTTON SF INC | 105774 | $486.6M | $486.6M | 5 | 2026-02-28 | → |
| 121 | INTERLOCK EQUITY LP | 315618 | $486.4M | $486.4M | 14 | 2026-03-31 | → |
| 122 | BALLINA CAPITAL, LLC | 289598 | $486.3M | $486.3M | 6 | 2026-06-30 | → |
| 123 | AFFILIATED PRIVATE INVESTORS LLC | 111545 | $486.0M | $486.0M | 6 | 2026-03-31 | → |
| 124 | CORNERSTONE PLANNING, LLC | 166886 | $485.9M | $485.9M | 13 | 2026-02-28 | → |
| 125 | THE PINES WEALTH MANAGEMENT, LLC | 326353 | $485.9M | $485.9M | 4 | 2026-03-31 | → |
| 126 | I-QU & CO. MANAGEMENT, L.P. | 301006 | $485.8M | $485.8M | 7 | 2026-03-31 | → |
| 127 | 1505 CAPITAL LLC | 298880 | $485.7M | $485.7M | 11 | 2026-03-31 | → |
| 128 | BAYMOUNT MANAGEMENT LP | 304809 | $485.7M | $485.7M | 5 | 2025-03-31 | → |
| 129 | THE CAVANAUGH GROUP INC | 105931 | $485.7M | $485.7M | 2 | 2026-06-30 | → |
| 130 | ANTHEMIS CAPITAL MANAGERS LIMITED | 286542 | $485.6M | $485.6M | 29 | 2026-03-31 | → |
| 131 | ARMOR ADVISORS, L.L.C. | 157238 | $485.5M | $485.5M | 7 | 2026-03-31 | → |
| 132 | ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC | 323376 | $485.5M | $485.5M | 12 | 2026-03-31 | → |
| 133 | PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. | 281131 | $485.5M | $485.5M | 3 | 2026-03-31 | → |
| 134 | NWK GROUP, INC. | 124186 | $485.3M | $485.3M | 6 | 2026-03-31 | → |
| 135 | BRIDGER MANAGEMENT LLC | 160738 | $485.2M | $485.2M | 8 | 2026-03-31 | → |
| 136 | THE AMBRUS GROUP LLC | 316761 | $485.1M | $485.1M | 5 | 2026-05-31 | → |
| 137 | JOHNSON & WHITE WEALTH MANAGEMENT LLC | 169795 | $484.6M | $484.6M | 7 | 2026-02-28 | → |
| 138 | VANTAGE POINT FINANCIAL LLC | 305016 | $484.6M | $484.6M | 17 | 2026-05-31 | → |
| 139 | NINE MASTS CAPITAL ADVISERS LLC | 322775 | $484.6M | $484.6M | 4 | 2026-04-30 | → |
| 140 | XEBEC ASSET MANAGEMENT, LLC | 305669 | $484.5M | $484.5M | 29 | 2026-03-31 | → |
| 141 | GRANEY & KING, LLC | 126461 | $484.4M | $484.4M | 4 | 2026-03-31 | → |
| 142 | MOUNTAIN PACIFIC ADVISORS, LLC | 151666 | $484.3M | $484.3M | 6 | 2026-03-31 | → |
| 143 | RAIL-SPLITTER CAPITAL MANAGEMENT LLC | 338394 | $484.1M | $484.1M | 3 | 2026-06-30 | → |
| 144 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 324258 | $484.0M | $484.0M | 8 | 2026-03-31 | → |
| 145 | LOCUS INVESTMENT GROUP, LTD. | 297940 | $483.7M | $483.7M | 4 | 2026-03-31 | → |
| 146 | MILITIA INVESTMENTS, LLC | 331788 | $483.6M | $483.6M | 4 | 2026-03-31 | → |
| 147 | EXODUS WEALTH, LLC | 174328 | $483.6M | $483.6M | 53 | 2026-06-30 | → |
| 148 | MORTON BROWN FAMILY WEALTH LLC | 292278 | $483.5M | $483.5M | 10 | 2026-05-31 | → |
| 149 | PARADIEM, LLC | 158200 | $483.4M | $483.4M | 14 | 2026-06-30 | → |
| 150 | ALTMAN ADVISORS, INC | 281778 | $483.4M | $483.4M | 13 | 2026-03-31 | → |
| 151 | USADVISORS WEALTH MANAGEMENT, LLC | 158108 | $483.3M | $483.3M | 15 | 2026-02-28 | → |
| 152 | GLOBAL KANDOR ADVISORS, LLC | 308452 | $483.3M | $483.3M | 13 | 2026-04-30 | → |
| 153 | BUTTONWOOD FINANCIAL ADVISORS, INC. | 144926 | $483.2M | $483.2M | 8 | 2026-03-31 | → |
| 154 | JOYCE WEALTH MANAGEMENT, LLC | 325221 | $483.1M | $483.1M | 3 | 2026-04-30 | → |
| 155 | VAN STRUM & TOWNE INC | 106228 | $483.0M | $483.0M | 6 | 2026-03-31 | → |
| 156 | ASTORIA STRATEGIC WEALTH, INC. | 113510 | $482.5M | $482.5M | 7 | 2026-02-28 | → |
| 157 | MONTE FINANCIAL GROUP, LLC | 150119 | $482.4M | $482.4M | 12 | 2026-03-31 | → |
| 158 | GENESIS PRIVATE WEALTH, LLC | 315692 | $482.4M | $482.4M | 6 | 2026-03-31 | → |
| 159 | PHYSICIANS FINANCIAL SERVICES, INC. | 118519 | $482.3M | $482.3M | 6 | 2026-03-31 | → |
| 160 | PING CAPITAL MANAGEMENT, INC. | 308358 | $482.2M | $482.2M | 10 | 2026-03-31 | → |
| 161 | SS&H FINANCIAL ADVISORS, INC. | 112256 | $482.2M | $482.2M | 2 | 2026-03-31 | → |
| 162 | OAKSTREET WEALTH MANAGEMENT, INC. | 288723 | $482.0M | $482.0M | 2 | 2026-03-31 | → |
| 163 | EMET CAPITAL MANAGEMENT, LLC | 167047 | $481.8M | $481.8M | 10 | 2026-03-31 | → |
| 164 | AMJ FINANCIAL WEALTH MANAGEMENT LLC | 162878 | $481.8M | $481.8M | 17 | 2026-03-31 | → |
| 165 | CROSS FINANCIAL ADVISORS, LLC | 287686 | $481.8M | $481.8M | 12 | 2026-03-31 | → |
| 166 | IP FINANCIAL ADVISORY SERVICES LLC | 305772 | $481.4M | $481.4M | 112 | 2026-06-30 | → |
| 167 | TIGEROAK MANAGEMENT, LLC | 330640 | $481.2M | $481.2M | 5 | 2026-02-28 | → |
| 168 | ONYXPOINT GLOBAL MANAGEMENT LP | 288356 | $481.2M | $481.2M | 8 | 2026-03-31 | → |
| 169 | PINNACLE PEAK PRIVATE CLIENT GROUP, LLC | 282003 | $481.1M | $481.1M | 6 | 2026-02-28 | → |
| 170 | AUREON PARTNERS LLC | 338348 | $481.0M | $481.0M | 7 | 2026-03-31 | → |
| 171 | THURSTON ADVISORS, LLC | 318422 | $480.9M | $480.9M | 9 | 2026-05-31 | → |
| 172 | HARBOR ADVISORY CORPORATION | 105151 | $480.9M | $480.9M | 3 | 2026-05-31 | → |
| 173 | PRIEBE WEALTH HOLDINGS, LLC | 309628 | $480.8M | $480.8M | 7 | 2025-03-31 | → |
| 174 | EATON-CAMBRIDGE INC. | 116798 | $480.7M | $480.7M | 11 | 2026-06-30 | → |
| 175 | ORANGE AVENUE ADVISORS LLC | 339327 | $480.7M | $480.7M | 2 | 2026-05-31 | → |
| 176 | COURAGE MILLER PARTNERS, LLC | 147360 | $480.7M | $480.7M | 4 | 2026-03-31 | → |
| 177 | LION POINT CAPITAL, LP | 174322 | $480.6M | $480.6M | 7 | 2026-04-30 | → |
| 178 | NINE TEN CAPITAL MANAGEMENT, LLC | 171420 | $480.6M | $480.6M | 4 | 2026-03-31 | → |
| 179 | CONTRARY LLC | 311054 | $480.5M | $480.5M | 12 | 2026-03-31 | → |
| 180 | 10TH MOUNTAIN, LLC | 285804 | $480.3M | $480.3M | 2 | 2026-03-31 | → |
| 181 | TRELLIS WEALTH ADVISORS, LLC | 154861 | $479.8M | $479.8M | 4 | 2026-03-31 | → |
| 182 | AF ADVISORS, INC. | 149683 | $479.8M | $479.8M | 2 | 2026-03-31 | → |
| 183 | TOWNSEND ASSET MANAGEMENT CORP. | 108216 | $479.6M | $479.6M | 7 | 2026-02-28 | → |
| 184 | ASSET ADVISORY GROUP, INC. | 106618 | $479.5M | $479.5M | 5 | 2026-02-28 | → |
| 185 | MATCH GRADE ADVISORS, LLC | 299181 | $479.4M | $479.4M | 8 | 2026-03-31 | → |
| 186 | POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC | 331469 | $479.2M | $479.2M | 4 | 2026-03-31 | → |
| 187 | PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC | 165500 | $479.1M | $479.1M | 661 | 2026-03-31 | → |
| 188 | KEENER FINANCIAL PLANNING, LLC | 147615 | $479.0M | $479.0M | 12 | 2026-06-30 | → |
| 189 | MEREDITH WEALTH PLANNING LLC | 300019 | $478.7M | $478.7M | 2 | 2026-01-31 | → |
| 190 | JOULE FINANCIAL, LLC | 320791 | $478.6M | $478.6M | 8 | 2026-03-31 | → |
| 191 | SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC | 329887 | $478.5M | $478.5M | 9 | 2026-03-31 | → |
| 192 | IDB LIDO WEALTH, LLC | 322488 | $478.4M | $478.4M | 14 | 2026-05-31 | → |
| 193 | GREAT OAK CAPITAL PARTNERS, LLC | 281045 | $477.9M | $477.9M | 7 | 2026-04-30 | → |
| 194 | ELMWOOD WEALTH MANAGEMENT, INC. | 165639 | $477.9M | $477.9M | 6 | 2026-05-31 | → |
| 195 | CANNON TINGEY INVESTMENT ADVISORS INC | 107539 | $477.7M | $477.7M | 6 | 2026-03-31 | → |
| 196 | BARNES WEALTH MANAGEMENT GROUP, INC. | 132189 | $477.2M | $477.2M | 12 | 2026-03-31 | → |
| 197 | MIDATLANTIC CAPITAL MANAGEMENT, INC. | 116524 | $477.0M | $477.0M | 2 | 2026-02-28 | → |
| 198 | JW ASSET MANAGEMENT, LLC | 160805 | $476.9M | $476.9M | 6 | 2026-03-31 | → |
| 199 | BROAD SKY PARTNERS LLC | 317966 | $476.9M | $476.9M | 12 | 2026-03-31 | → |
| 200 | SFW CAPITAL PARTNERS, L.P. | 160561 | $476.8M | $476.8M | 6 | 2026-04-30 | → |
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