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 | |
|---|---|---|---|---|---|---|---|
| 201 | RFG HOLDINGS INC. | 173862 | $476.7M | $476.7M | 9 | 2026-05-31 | → |
| 202 | MBM WEALTH CONSULTANTS, LLC | 169091 | $476.7M | $476.7M | 15 | 2026-05-31 | → |
| 203 | ANDRA CAPITAL LLC | 314080 | $476.5M | $476.5M | 5 | 2026-02-28 | → |
| 204 | ARBORSTONE FINANCIAL, LLC | 338225 | $476.0M | $476.0M | 5 | 2026-05-31 | → |
| 205 | THE INVICTUS COLLECTIVE, LLC | 310744 | $476.0M | $476.0M | 5 | 2026-06-30 | → |
| 206 | EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC | 298843 | $476.0M | $476.0M | 3 | 2026-03-31 | → |
| 207 | WIMMER ASSOCIATES I, LLC | 125243 | $475.9M | $475.9M | 4 | 2026-04-30 | → |
| 208 | G&S CAPITAL LLC | 171033 | $475.6M | $475.6M | 9 | 2026-05-31 | → |
| 209 | ONEASCENT WEALTH MANAGEMENT LLC | 308057 | $475.6M | $475.6M | 23 | 2026-04-30 | → |
| 210 | SOURCE CAPITAL, LLC | 325758 | $475.4M | $475.4M | 18 | 2026-03-31 | → |
| 211 | BCP ADVISORS LLC | 157973 | $475.3M | $475.3M | 5 | 2026-03-31 | → |
| 212 | ALLGEN FINANCIAL ADVISORS, INC. | 126877 | $475.2M | $475.2M | 17 | 2026-03-31 | → |
| 213 | NW1 PARTNERS US LLC | 289852 | $475.1M | $475.1M | 22 | 2026-06-30 | → |
| 214 | HORIKO CAPITAL MANAGEMENT LLC | 126343 | $475.1M | $475.1M | 6 | 2026-03-31 | → |
| 215 | KELLY FINANCIAL GROUP, LLC | 136372 | $474.9M | $474.9M | 7 | 2026-02-28 | → |
| 216 | TOF MANAGER, LLC | 330178 | $474.6M | $474.6M | 10 | 2026-03-31 | → |
| 217 | NOCTUA INTERNATIONAL WMG, LLC | 151170 | $474.5M | $474.5M | 7 | 2026-03-31 | → |
| 218 | TRUEBLOOD WEALTH MANAGEMENT, LLC | 321659 | $474.1M | $474.1M | 3 | 2026-03-31 | → |
| 219 | PROEM ADVISORS LLC | 300404 | $474.1M | $474.1M | 5 | 2026-03-31 | → |
| 220 | MARKOWSKI BROTHERS HOLDING CORPORATION | 141883 | $473.9M | $473.9M | 11 | 2026-03-31 | → |
| 221 | CSL III ADVISOR, LLC | 316704 | $473.8M | $473.8M | 335 | 2025-03-31 | → |
| 222 | SPIELBERGER & BROOKS, INC. | 147197 | $473.8M | $473.8M | 2 | 2026-03-31 | → |
| 223 | SDS REAL ESTATE ADVISORS | 309932 | $473.8M | $473.8M | 14 | 2026-03-31 | → |
| 224 | CAPE INVESTMENT ADVISORY, INC. | 146384 | $473.7M | $473.7M | 34 | 2026-03-31 | → |
| 225 | TOWLE & CO | 110862 | $473.7M | $473.7M | 9 | 2026-06-30 | → |
| 226 | THE WELLINGTON GRP LLC | 332803 | $473.6M | $473.6M | 10 | 2026-03-31 | → |
| 227 | JUNCTURE WEALTH STRATEGIES, LLC | 298110 | $473.6M | $473.6M | 11 | 2026-03-31 | → |
| 228 | MARSHALL & SULLIVAN INC | 105168 | $473.4M | $473.4M | 3 | 2025-01-31 | → |
| 229 | SYCALE ADVISORS (NY) LLC | 168204 | $473.1M | $473.1M | 6 | 2026-03-31 | → |
| 230 | PROMETHEAN INVESTMENTS LLP | 301383 | $473.0M | $473.0M | 3 | 2026-06-30 | → |
| 231 | COIGN CAPITAL ADVISORS LLC | 171306 | $472.9M | $472.9M | 8 | 2026-02-28 | → |
| 232 | BRIGHTSIDE CAPITAL PARTNERS LLC | 338288 | $472.8M | $472.8M | 12 | 2026-03-31 | → |
| 233 | BLUE WATER WEALTH, INC. | 164432 | $472.8M | $472.8M | 15 | 2026-03-31 | → |
| 234 | ENCOMPASS WEALTH ADVISORS, LLC | 170807 | $472.8M | $472.8M | 5 | 2026-03-31 | → |
| 235 | STELLUS PRIVATE BDC ADVISOR, LLC | 317513 | $472.8M | $472.8M | 36 | 2026-03-31 | → |
| 236 | AIGH CAPITAL MANAGEMENT, LLC | 285013 | $472.7M | $472.7M | 4 | 2026-03-31 | → |
| 237 | PLANNED FINANCIAL SERVICES, LLC | 112879 | $472.5M | $472.5M | 13 | 2026-02-28 | → |
| 238 | FINANCIAL ARCITECTS, INC | 148897 | $472.5M | $472.5M | 12 | 2026-02-28 | → |
| 239 | ZIMMERMAN WEALTH MANAGEMENT, LLC | 127526 | $472.4M | $472.4M | 7 | 2026-03-31 | → |
| 240 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 126337 | $472.1M | $472.1M | 9 | 2026-04-30 | → |
| 241 | WEALTH EFFECTS LLC | 315244 | $472.0M | $472.0M | 17 | 2026-02-28 | → |
| 242 | CABANA LLC | 151418 | $471.8M | $471.8M | 6 | 2026-03-31 | → |
| 243 | BIRINYI ASSOCIATES, INC. | 107169 | $471.7M | $471.7M | 4 | 2026-02-28 | → |
| 244 | MAIN CAPITAL PARTNERS NORTH AMERICA LLC | 329886 | $471.6M | $471.6M | 9 | 2026-03-31 | → |
| 245 | MASON & ASSOCIATES, LLC | 307206 | $471.4M | $471.4M | 11 | 2026-06-30 | → |
| 246 | STERLING GROUP WEALTH MANAGEMENT, LLC | 111782 | $471.3M | $471.3M | 9 | 2026-03-31 | → |
| 247 | PRAETORIAN PR LLC | 323280 | $471.3M | $471.3M | 4 | 2026-03-31 | → |
| 248 | KASSOUF WEALTH ADVISORS, LLC | 122683 | $471.3M | $471.3M | 10 | 2026-03-31 | → |
| 249 | SAND CREEK CAPITAL, LLC | 326719 | $471.2M | $471.2M | 8 | 2026-06-30 | → |
| 250 | RINKEY INVESTMENTS | 149576 | $471.1M | $471.1M | 14 | 2026-05-31 | → |
| 251 | KENT LAKE PR LLC | 299642 | $470.8M | $470.8M | 1 | 2025-03-31 | → |
| 252 | VANTERRA CAPITAL LLC | 167242 | $470.8M | $470.8M | 6 | 2026-06-30 | → |
| 253 | BRIDGE CREEK CAPITAL MANAGEMENT LLC | 141001 | $470.6M | $470.6M | 5 | 2025-03-31 | → |
| 254 | VAN CLEMENS WEALTH MANAGEMENT, LLC | 297362 | $470.4M | $470.4M | 28 | 2026-06-30 | → |
| 255 | ATYANT CAPITAL MANAGEMENT LIMITED | 165518 | $470.2M | $470.2M | 7 | 2026-06-30 | → |
| 256 | KEEL WEALTH MANAGEMENT, LLC | 285682 | $470.0M | $470.0M | 1 | 2026-05-31 | → |
| 257 | HS MANAGEMENT PARTNERS, LLC | 145480 | $469.9M | $469.9M | 9 | 2026-06-30 | → |
| 258 | ROTHSCHILD CAPITAL PARTNERS, LLC | 161688 | $469.7M | $469.7M | 9 | 2026-04-30 | → |
| 259 | OCTOGONE NA, LLC | 322478 | $469.7M | $469.7M | 6 | 2026-03-31 | → |
| 260 | BERNARD CAROLI WEALTH MANAGEMENT INC. | 174761 | $469.7M | $469.7M | 6 | 2026-02-28 | → |
| 261 | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC | 309329 | $469.5M | $469.5M | 5 | 2026-03-31 | → |
| 262 | ARCATAUR CAPITAL MANAGEMENT LLC | 124663 | $469.5M | $469.5M | 9 | 2026-03-31 | → |
| 263 | NOVA FINANCIAL LLC | 150148 | $469.4M | $469.4M | 10 | 2026-03-31 | → |
| 264 | KINGSBRIDGE WEALTH MANAGEMENT, INC. | 165560 | $469.3M | $469.3M | 8 | 2026-03-31 | → |
| 265 | CARSON MANAGEMENT COMPANY, LLC | 153261 | $469.3M | $469.3M | 6 | 2026-02-28 | → |
| 266 | LAKESHORE FINANCIAL PLANNING INC. | 299129 | $469.3M | $469.3M | 5 | 2026-02-28 | → |
| 267 | ADAPT WEALTH ADVISORS, LLC | 329448 | $469.2M | $469.2M | 12 | 2026-03-31 | → |
| 268 | SPEECE THORSON CAPITAL GROUP INC | 106052 | $469.0M | $469.0M | 4 | 2026-03-31 | → |
| 269 | ADVANTAGE ADVISERS MANAGEMENT, LLC | 108180 | $468.8M | $468.8M | 18 | 2026-05-31 | → |
| 270 | CHESAPEAKE ASSET MANAGEMENT LLC | 108994 | $468.8M | $468.8M | 5 | 2026-04-30 | → |
| 271 | HENRY BRAGG & CO., LLC | 311388 | $468.7M | $468.7M | 4 | 2026-02-28 | → |
| 272 | CAPCO ASSET MANAGEMENT, LLC | 141325 | $468.6M | $468.6M | 5 | 2026-03-31 | → |
| 273 | PEMBROOK CAPITAL MANAGEMENT LLC | 161420 | $468.5M | $468.5M | 11 | 2026-03-31 | → |
| 274 | HIVEMIND CAPITAL PARTNERS LLC | 319077 | $468.2M | $468.2M | 13 | 2026-06-30 | → |
| 275 | BROWN MCLEOD, INC | 155548 | $468.2M | $468.2M | 8 | 2026-03-31 | → |
| 276 | MANGROVE EQUITY PARTNERS, L.P. | 162429 | $468.1M | $468.1M | 14 | 2026-03-31 | → |
| 277 | THIRTYNORTH INVESTMENTS, LLC | 155355 | $467.8M | $467.8M | 6 | 2026-03-31 | → |
| 278 | FLAGSTONE FINANCIAL MANAGEMENT, LLC | 285484 | $467.8M | $467.8M | 11 | 2026-04-30 | → |
| 279 | FORTITUDE ADVISORY GROUP L.L.C. | 116083 | $467.5M | $467.5M | 15 | 2026-03-31 | → |
| 280 | NORTH BRANCH CAPITAL MANAGEMENT, L.P. | 307344 | $467.5M | $467.5M | 8 | 2026-04-30 | → |
| 281 | YUKON WEALTH MANAGEMENT, INC. | 109413 | $467.4M | $467.4M | 4 | 2026-03-31 | → |
| 282 | RPS ADVISORY SOLUTIONS, LLC | 311575 | $467.0M | $467.0M | 17 | 2026-03-31 | → |
| 283 | SANDS CAPITAL HORIZONS, LLC | 335568 | $466.9M | $466.9M | 4 | 2026-03-31 | → |
| 284 | COSTON, MCISAAC, AND PARTNERS INC. | 194515 | $466.9M | $466.9M | 12 | 2026-05-31 | → |
| 285 | SEASCAPE CAPITAL MANAGEMENT,LLC | 126928 | $466.9M | $466.9M | 6 | 2026-03-31 | → |
| 286 | EDGEWATER CAPITAL MANAGEMENT, LLC | 162735 | $466.8M | $466.8M | 18 | 2026-05-31 | → |
| 287 | WIDMANN FINANCIAL SERVICES, INC. | 289106 | $466.8M | $466.8M | 14 | 2026-04-30 | → |
| 288 | Z3 CAPITAL PARTNERS, LLC | 336791 | $466.8M | $466.8M | 5 | 2026-03-31 | → |
| 289 | CLEAR SKY CARBON SOLUTIONS INVESTMENT MANAGEMENT, LLC | 311751 | $466.6M | $466.6M | 5 | 2026-03-31 | → |
| 290 | MARK SHEPTOFF FINANCIAL PLANNING LLC | 108742 | $466.5M | $466.5M | 3 | 2026-03-31 | → |
| 291 | WEALTHVALUES, LLC | 140004 | $466.5M | $466.5M | 5 | 2026-03-31 | → |
| 292 | CLOSED LOOP PARTNERS, LLC | 307079 | $466.4M | $466.4M | 35 | 2026-05-31 | → |
| 293 | PETER KIMMELMAN ASSET MANAGEMENT LP | 133302 | $466.3M | $466.3M | 7 | 2026-03-31 | → |
| 294 | ACCESS FIDUCIARY SERVICES, LLC | 311558 | $466.2M | $466.2M | 3 | 2026-05-31 | → |
| 295 | ALLIANCE PRIVATE WEALTH, LLC | 316612 | $466.2M | $466.2M | 11 | 2026-03-31 | → |
| 296 | CONSILIUM WEALTH ADVISORY, LLC | 164993 | $466.0M | $466.0M | 7 | 2026-05-31 | → |
| 297 | ADIT VENTURES MANAGEMENT, LLC | 283262 | $465.9M | $465.9M | 5 | 2026-03-31 | → |
| 298 | ALTA FUNDAMENTAL ADVISERS LLC | 168642 | $465.8M | $465.8M | 5 | 2026-03-31 | → |
| 299 | BALDWIN & CLARKE ADVISORY SERVICES LLC | 105666 | $465.7M | $465.7M | 8 | 2026-06-30 | → |
| 300 | BLOOMFIELD CAPITAL HOLDINGS, LLC | 169198 | $465.7M | $465.7M | 18 | 2026-03-31 | → |
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