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 | |
|---|---|---|---|---|---|---|---|
| 501 | BALIS ENTERPRISES LLC | 315130 | $444.3M | $444.3M | 8 | 2026-06-30 | → |
| 502 | CM INVESTMENT PARTNERS LLC | 168941 | $444.2M | $444.2M | 14 | 2026-03-31 | → |
| 503 | CARLISLE TAX CREDITS LLC | 151461 | $444.2M | $444.2M | 8 | 2026-03-31 | → |
| 504 | SAGE RESIDENTIAL MANAGEMENT LLC | 315039 | $444.1M | $444.1M | 12 | 2026-05-31 | → |
| 505 | HAMILTON CAPITAL PARTNERS, LLC | 314344 | $444.0M | $444.0M | 5 | 2026-04-30 | → |
| 506 | KING RIVER CAPITAL MANAGEMENT PTY LTD | 317361 | $444.0M | $444.0M | 20 | 2026-03-31 | → |
| 507 | SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 309255 | $444.0M | $444.0M | 18 | 2026-03-31 | → |
| 508 | O'BOYLE WEALTH MANAGEMENT, INC. | 292849 | $443.9M | $443.9M | 5 | 2026-03-31 | → |
| 509 | CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC | 171534 | $443.9M | $443.9M | 1 | 2026-02-28 | → |
| 510 | SOCIAL LEVERAGE ADVISORS, LLC | 292690 | $443.7M | $443.7M | 7 | 2026-03-31 | → |
| 511 | PAVION BLUE CAPITAL, LLC | 301968 | $443.7M | $443.7M | 4 | 2026-03-31 | → |
| 512 | LUMBARD & KELLNER, LLC | 117196 | $443.6M | $443.6M | 4 | 2026-03-31 | → |
| 513 | STONE SUMMIT WEALTH LLC | 315438 | $443.6M | $443.6M | 3 | 2026-01-31 | → |
| 514 | MCDONALD FINANCIAL SERVICES, LLC | 282899 | $443.5M | $443.5M | 8 | 2026-03-31 | → |
| 515 | CROSS STAFF INVESTMENTS INC. | 165984 | $443.5M | $443.5M | 4 | 2026-05-31 | → |
| 516 | HEDGEYE ASSET MANAGEMENT, LLC | 336185 | $443.4M | $443.4M | 10 | 2026-02-28 | → |
| 517 | BRIGHT ROAD WEALTH MANAGEMENT, LLC | 164408 | $443.3M | $443.3M | 13 | 2026-03-31 | → |
| 518 | FINANCIAL FREEDOM, LLC | 118772 | $443.2M | $443.2M | 4 | 2026-03-31 | → |
| 519 | MEMBERS ADVISORY GROUP, LLC | 153723 | $443.2M | $443.2M | 7 | 2026-04-30 | → |
| 520 | GREYKASELL WEALTH STRATEGIES, INC. | 329018 | $443.2M | $443.2M | 5 | 2026-03-31 | → |
| 521 | INLAND ADVISORY SERVICES, LLC | 338893 | $443.1M | $443.1M | 48 | 2026-05-31 | → |
| 522 | SELKIRK MANAGEMENT, LLC | 162808 | $443.0M | $443.0M | 4 | 2026-03-31 | → |
| 523 | SPIEGELMAN WEALTH MANAGEMENT, INC. | 336637 | $443.0M | $443.0M | 4 | 2026-06-30 | → |
| 524 | ULLAND INVESTMENT ADVISORS, LLC | 109610 | $442.9M | $442.9M | 5 | 2026-06-30 | → |
| 525 | LUMINUS MANAGEMENT, LLC | 157536 | $442.8M | $442.8M | 8 | 2026-03-31 | → |
| 526 | HUMANKIND INVESTMENTS LLC | 304081 | $442.8M | $442.8M | 11 | 2026-01-31 | → |
| 527 | JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT | 109542 | $442.7M | $442.7M | 3 | 2026-03-31 | → |
| 528 | LIFESTEPS FINANCIAL, INC. | 153852 | $442.7M | $442.7M | 9 | 2026-06-30 | → |
| 529 | THACKERAY PARTNERS, L.P. | 166351 | $442.7M | $442.7M | 11 | 2026-03-31 | → |
| 530 | MONEY MANAGEMENT SERVICES, INC. | 106832 | $442.7M | $442.7M | 12 | 2026-03-31 | → |
| 531 | SWS PARTNERS, LLC | 281838 | $442.6M | $442.6M | 6 | 2026-06-30 | → |
| 532 | EAST BRIDGE CAPITAL MANAGEMENT LP | 167207 | $442.3M | $442.3M | 5 | 2026-02-28 | → |
| 533 | FIGURE INVESTMENT ADVISORS, LLC | 158307 | $442.2M | $442.2M | 5 | 2026-03-31 | → |
| 534 | CAHILL WEALTH MANAGEMENT, LLC | 134508 | $442.1M | $442.1M | 4 | 2025-02-28 | → |
| 535 | OAK HARBOR CAPITAL, LLC | 169089 | $442.1M | $442.1M | 20 | 2026-03-31 | → |
| 536 | LANDMARK WEALTH MANAGEMENT, LLC | 158693 | $442.0M | $442.0M | 6 | 2026-06-30 | → |
| 537 | DURATIONAL CAPITAL MANAGEMENT LP | 291371 | $442.0M | $442.0M | 5 | 2026-05-31 | → |
| 538 | OVATA CAPITAL MANAGEMENT LLC | 316669 | $441.9M | $441.9M | 5 | 2026-03-31 | → |
| 539 | MERIDIANA MFO LLC | 306237 | $441.9M | $441.9M | 5 | 2026-04-30 | → |
| 540 | TEMPLETON FINANCIAL SERVICES INC. | 128240 | $441.8M | $441.8M | 4 | 2026-03-31 | → |
| 541 | BLUE OPAL CAPITAL, LLC | 315680 | $441.7M | $441.7M | 4 | 2026-04-30 | → |
| 542 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | 111479 | $441.7M | $441.7M | 5 | 2026-03-31 | → |
| 543 | ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLC | 285607 | $441.5M | $441.5M | 16 | 2026-03-31 | → |
| 544 | DESTINY ADVISORS LLC | 312099 | $441.4M | $441.4M | 4 | 2026-03-31 | → |
| 545 | NORTH ISLAND VENTURES, LLC | 309291 | $441.4M | $441.4M | 9 | 2026-03-31 | → |
| 546 | ARDAN EQUITY PARTNERS, LLC | 312470 | $441.4M | $441.4M | 6 | 2026-05-31 | → |
| 547 | RISE ADVISORS, LLC | 309760 | $441.2M | $441.2M | 9 | 2026-03-31 | → |
| 548 | OWLS NEST PARTNERS IA, LLC | 289811 | $441.2M | $441.2M | 10 | 2026-03-31 | → |
| 549 | TOURMALET ADVISORS, LP | 336207 | $441.0M | $441.0M | 2 | 2026-05-31 | → |
| 550 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | 146448 | $440.8M | $440.8M | 3 | 2026-03-31 | → |
| 551 | SAGE PRIVATE WEALTH GROUP, LLC | 173399 | $440.8M | $440.8M | 15 | 2026-03-31 | → |
| 552 | BLACK DIAMOND FINANCIAL, LLC | 314622 | $440.6M | $440.6M | 2 | 2026-03-31 | → |
| 553 | COHERE CAPITAL PARTNERS, LP | 305806 | $440.6M | $440.6M | 7 | 2026-03-31 | → |
| 554 | AG ASSET ADVISORY, LLC | 154406 | $440.5M | $440.5M | 3 | 2026-03-31 | → |
| 555 | BOREALIS STRATEGIC CAPITAL PARTNERS, LP | 300562 | $440.4M | $440.4M | 6 | 2026-03-31 | → |
| 556 | TOWER WEALTH PARTNERS, INC. | 310461 | $440.4M | $440.4M | 9 | 2026-03-31 | → |
| 557 | INVESTMENT MANAGEMENT CONSULTANTS | 122718 | $440.3M | $440.3M | 2 | 2026-04-30 | → |
| 558 | BURFORD BROTHERS, INC. | 306574 | $440.2M | $440.2M | 4 | 2026-06-30 | → |
| 559 | CHIRON INVESTMENT MANAGEMENT, LLC | 277165 | $440.2M | $440.2M | 89 | 2025-03-31 | → |
| 560 | PRIMESOLUTIONS ADVISORS, LLC | 110085 | $440.1M | $440.1M | 2 | 2026-03-31 | → |
| 561 | TIND ASSET MANAGEMENT AS | 334505 | $440.0M | $440.0M | 6 | 2026-03-31 | → |
| 562 | BLUESTONE EQUITY PARTNERS, L.P. | 323332 | $439.9M | $439.9M | 9 | 2026-06-30 | → |
| 563 | VANTUS WEALTH LLC | 337216 | $439.8M | $439.8M | 15 | 2026-02-28 | → |
| 564 | COLLWICK FUNDS GP, LLC | 162923 | $439.6M | $439.6M | 4 | 2026-03-31 | → |
| 565 | THE MOORINGS GROUP, LLC | 129403 | $439.6M | $439.6M | 2 | 2026-05-31 | → |
| 566 | BILTMORE WEALTH MANAGEMENT, LLC | 151365 | $439.6M | $439.6M | 4 | 2026-02-28 | → |
| 567 | BRANSON FOWLKES & CO INC | 107657 | $439.4M | $439.4M | 7 | 2026-03-31 | → |
| 568 | OSTERWEIS CAPITAL MANAGEMENT INC | 105421 | $439.4M | $439.4M | 66 | 2026-03-31 | → |
| 569 | WFA ASSET MANAGEMENT CORP | 106102 | $439.3M | $439.3M | 8 | 2025-03-31 | → |
| 570 | BATES FINANCIAL ADVISORS, INC. | 116515 | $439.2M | $439.2M | 5 | 2026-06-30 | → |
| 571 | GROUNDFORCE CAPITAL MANAGEMENT, LLC | 299383 | $439.2M | $439.2M | 10 | 2026-03-31 | → |
| 572 | FWG HOLDINGS, LLC | 308968 | $439.1M | $439.1M | 14 | 2026-03-31 | → |
| 573 | SPIVAK ASSET MANAGEMENT, LLC | 125714 | $439.1M | $439.1M | 1 | 2026-03-31 | → |
| 574 | BARCA CAPITAL, LLC | 263786 | $439.0M | $439.0M | 3 | 2026-03-31 | → |
| 575 | ANTMAN, LESTER MURRAY | 119311 | $438.9M | $438.9M | 2 | 2026-03-31 | → |
| 576 | TA CAPITAL MANAGEMENT, LLC | 169326 | $438.9M | $438.9M | 4 | 2026-03-31 | → |
| 577 | GABLES CAPITAL MANAGEMENT INC | 109608 | $438.8M | $438.8M | 8 | 2026-03-31 | → |
| 578 | NEWPORT INVESTMENT MANAGEMENT, LLC | 153918 | $438.8M | $438.8M | 17 | 2026-03-31 | → |
| 579 | SHAWSPRING PARTNERS, LLC | 172766 | $438.7M | $438.7M | 7 | 2026-03-31 | → |
| 580 | DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | 124281 | $438.5M | $438.5M | 8 | 2026-02-28 | → |
| 581 | SECOND ALPHA PARTNERS, LLC | 282418 | $438.4M | $438.4M | 6 | 2026-03-31 | → |
| 582 | STOREN LEGACY PARTNERS, LLC | 339197 | $438.3M | $438.3M | 14 | 2026-04-30 | → |
| 583 | NEWVEST MANAGEMENT, LP | 316841 | $438.2M | $438.2M | 25 | 2026-03-31 | → |
| 584 | HENDLEY & CO INC | 110465 | $438.2M | $438.2M | 5 | 2026-06-30 | → |
| 585 | ARNOLD WEITZ & CO | 108026 | $438.1M | $438.1M | 2 | 2026-02-28 | → |
| 586 | SCHULZ WEALTH, LTD. | 172194 | $438.1M | $438.1M | 3 | 2026-02-28 | → |
| 587 | 154 PARTNERS INVESTMENT MANAGEMENT LLC | 333601 | $438.1M | $438.1M | 13 | 2026-06-30 | → |
| 588 | CIC PARTNERS MANAGEMENT LLC | 158019 | $438.0M | $438.0M | 17 | 2026-04-30 | → |
| 589 | ACCESS FINANCIAL SERVICES, INC. | 115361 | $437.8M | $437.8M | 10 | 2026-02-28 | → |
| 590 | CLARITY CAPITAL PARTNERS LLC | 129898 | $437.7M | $437.7M | 7 | 2025-07-31 | → |
| 591 | LLOYD ADVISORY SERVICES, LLC | 150582 | $437.6M | $437.6M | 13 | 2026-03-31 | → |
| 592 | CROWN WEALTH GROUP LLC | 299732 | $437.5M | $437.5M | 10 | 2026-01-31 | → |
| 593 | NOTE ADVISORS, LLC | 171466 | $437.0M | $437.0M | 11 | 2026-03-31 | → |
| 594 | HERBERT J. SIMS CAPITAL MANAGEMENT, INC. | 134510 | $436.9M | $436.9M | 30 | 2026-04-30 | → |
| 595 | PEACHTREE WEALTH ADVISORS, INC | 139779 | $436.8M | $436.8M | 3 | 2026-03-31 | → |
| 596 | PFG INVESTMENTS, LLC | 289256 | $436.8M | $436.8M | 28 | 2026-03-31 | → |
| 597 | FOGEL CAPITAL MANAGEMENT INC | 108212 | $436.7M | $436.7M | 11 | 2026-03-31 | → |
| 598 | NDURE GLOBAL LLC | 327280 | $436.7M | $436.7M | 1 | 2026-03-31 | → |
| 599 | AUGUST WEALTH ADVISORS LLC | 339322 | $436.6M | $436.6M | 8 | 2026-06-30 | → |
| 600 | BLUEPRINT INVESTING LLC | 151422 | $436.3M | $436.3M | 3 | 2026-06-30 | → |
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