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 | |
|---|---|---|---|---|---|---|---|
| 801 | EAGLE WEALTH MANAGEMENT GROUP INC. | 327052 | $417.5M | $417.5M | 8 | 2026-04-30 | → |
| 802 | CEDAR WEALTH MANAGEMENT, LLC | 167149 | $417.2M | $417.2M | 4 | 2026-03-31 | → |
| 803 | ISLAND GREEN CAPITAL MANAGEMENT LLC | 325777 | $416.9M | $416.9M | 5 | 2026-06-30 | → |
| 804 | CASTLEVIEW PARTNERS, LLC | 281410 | $416.9M | $416.9M | 22 | 2026-05-31 | → |
| 805 | SEVEN MILE ADVISORY LLC | 324114 | $416.8M | $416.8M | 4 | 2026-04-30 | → |
| 806 | JUPITER WEALTH MANAGEMENT, LLC | 299220 | $416.8M | $416.8M | 4 | 2026-03-31 | → |
| 807 | LAKEMORE PARTNERS MANAGEMENT US LLC | 311223 | $416.6M | $416.6M | 10 | 2026-04-30 | → |
| 808 | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. | 135832 | $416.5M | $416.5M | 5 | 2026-03-31 | → |
| 809 | TWO PRIME INC. | 316015 | $416.5M | $416.5M | 11 | 2026-04-30 | → |
| 810 | MARKET INVESTMENT GROUP, LLC | 334248 | $416.4M | $416.4M | 33 | 2026-02-28 | → |
| 811 | CULTIVATION CAPITAL, LLC | 168734 | $416.4M | $416.4M | 18 | 2026-06-30 | → |
| 812 | HIGHVIEW CAPITAL MANAGEMENT, LLC | 306195 | $416.3M | $416.3M | 5 | 2026-03-31 | → |
| 813 | BARD ASSOCIATES INC | 104984 | $416.2M | $416.2M | 10 | 2026-05-31 | → |
| 814 | JEFFREY N. MEHLER, CFP LLC | 126681 | $416.2M | $416.2M | 9 | 2026-03-31 | → |
| 815 | CAPSTONE WEALTH MANAGEMENT, LLC | 118296 | $416.1M | $416.1M | 8 | 2026-03-31 | → |
| 816 | SGL FINANCIAL, LLC | 158023 | $416.0M | $416.0M | 33 | 2026-06-30 | → |
| 817 | ALLARD PARTNERS LIMITED | 138933 | $415.9M | $415.9M | 9 | 2026-03-31 | → |
| 818 | MCCOLLUM CHRISTOFERSON GROUP, LLC | 268812 | $415.8M | $415.8M | 6 | 2026-03-31 | → |
| 819 | SLOTNIK CAPITAL, LLC | 324251 | $415.8M | $415.8M | 5 | 2026-03-31 | → |
| 820 | DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | 290062 | $415.5M | $415.5M | 4 | 2026-04-30 | → |
| 821 | BROADCREST ASSET MANAGEMENT, LLC | 287590 | $415.5M | $415.5M | 10 | 2026-03-31 | → |
| 822 | GOODMAN ADVISORY GROUP, LLC | 285637 | $415.5M | $415.5M | 8 | 2026-03-31 | → |
| 823 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | 171971 | $415.5M | $415.5M | 9 | 2026-05-31 | → |
| 824 | FERGUSON SHAPIRO LLC | 297555 | $415.2M | $415.2M | 9 | 2026-05-31 | → |
| 825 | LANDSEER ADVISORS LLC | 309937 | $415.2M | $415.2M | 5 | 2026-03-31 | → |
| 826 | WHETSTONE CAPITAL ADVISORS, LLC | 155414 | $415.1M | $415.1M | 4 | 2026-03-31 | → |
| 827 | PROMUS ASSET MANAGEMENT, LLC | 157484 | $415.0M | $415.0M | 4 | 2026-03-31 | → |
| 828 | FLYWHEEL PRIVATE WEALTH LLC | 325690 | $415.0M | $415.0M | 2 | 2026-03-31 | → |
| 829 | CENTER CAPITAL PARTNERS LLC | 315464 | $415.0M | $415.0M | 9 | 2026-04-30 | → |
| 830 | ELLINGTON CREDIT COMPANY MANAGEMENT LLC | 168311 | $415.0M | $415.0M | 164 | 2026-03-31 | → |
| 831 | LOCK 8 PARTNERS LLC | 319731 | $414.7M | $414.7M | 9 | 2026-05-31 | → |
| 832 | MOMENTUM ADVISORS, LLC | 159574 | $414.7M | $414.7M | 10 | 2026-05-31 | → |
| 833 | NORTHEAST PLANNING ASSOCIATES, INC. | 131406 | $414.0M | $414.0M | 129 | 2026-05-31 | → |
| 834 | GARNER ASSET MANAGEMENT CORPORATION | 115350 | $414.0M | $414.0M | 2 | 2026-03-31 | → |
| 835 | MOKOSAK ADVISORY GROUP, LLC | 287538 | $413.9M | $413.9M | 4 | 2026-02-28 | → |
| 836 | GOLD COAST WEALTH MANAGEMENT, LLC | 156338 | $413.8M | $413.8M | 3 | 2026-03-31 | → |
| 837 | OAK ASSET MANAGEMENT, LLC | 287856 | $413.8M | $413.8M | 4 | 2026-02-28 | → |
| 838 | WATERSHED PRIVATE WEALTH LLC | 316408 | $413.7M | $413.7M | 3 | 2026-03-31 | → |
| 839 | CLEARWELL ADVISORS, LLC | 306186 | $413.5M | $413.5M | 9 | 2026-04-30 | → |
| 840 | TED BUCHAN & COMPANY, LLC | 140722 | $413.2M | $413.2M | 7 | 2026-03-31 | → |
| 841 | CAIRD INVESTMENT PARTNERS, LLC | 334504 | $413.2M | $413.2M | 8 | 2026-03-31 | → |
| 842 | GROVE STREET FIDUCIARY, LLC | 107703 | $413.2M | $413.2M | 4 | 2026-03-31 | → |
| 843 | NORTHBRIDGE FINANCIAL GROUP, LLC | 310394 | $413.1M | $413.1M | 11 | 2026-02-28 | → |
| 844 | SWS CAPITAL MANAGEMENT, LLC | 119043 | $413.1M | $413.1M | 10 | 2026-03-31 | → |
| 845 | AULDBRASS PARTNERS, LP | 161360 | $412.9M | $412.9M | 11 | 2026-05-31 | → |
| 846 | ALETHEIAN WEALTH ADVISORS LLC | 304623 | $412.5M | $412.5M | 6 | 2026-02-28 | → |
| 847 | ALTAMONT CAPITAL MANAGEMENT, LLC. | 118979 | $412.3M | $412.3M | 2 | 2026-01-31 | → |
| 848 | KERBEROS CAPITAL MANAGEMENT LLC | 315699 | $412.2M | $412.2M | 8 | 2026-03-31 | → |
| 849 | LAKESIDE ADVISORS INC | 104540 | $412.2M | $412.2M | 4 | 2026-04-30 | → |
| 850 | AUXO INVESTMENT PARTNERS, LLC | 290177 | $412.0M | $412.0M | 15 | 2026-03-31 | → |
| 851 | BAY HARBOR WEALTH MANAGEMENT, LLC | 294000 | $412.0M | $412.0M | 6 | 2026-03-31 | → |
| 852 | PETIX & BOTTE COMPANY | 170020 | $411.9M | $411.9M | 4 | 2026-03-31 | → |
| 853 | FOUNDATION WEALTH MANAGEMENT, LLC | 168270 | $411.9M | $411.9M | 5 | 2026-06-30 | → |
| 854 | AURELIUS CAPITAL MANAGEMENT, LP | 157325 | $411.9M | $411.9M | 12 | 2026-04-30 | → |
| 855 | CURBSTONE FINANCIAL MANAGEMENT CORPORATION | 13348 | $411.7M | $411.7M | 10 | 2026-06-30 | → |
| 856 | VORTUS INVESTMENT ADVISORS, LLC | 166178 | $411.7M | $411.7M | 6 | 2026-04-30 | → |
| 857 | GRANDVIEW ASSET MANAGEMENT LLC | 172357 | $411.7M | $411.7M | 9 | 2026-06-30 | → |
| 858 | SLAGLE FINANCIAL, LLC. | 149976 | $411.7M | $411.7M | 21 | 2026-03-31 | → |
| 859 | HALL CAPITAL MANAGEMENT COMPANY, INC. | 108141 | $411.6M | $411.6M | 9 | 2026-03-31 | → |
| 860 | YAKIRA CAPITAL MANAGEMENT, INC. | 159398 | $411.6M | $411.6M | 4 | 2026-04-30 | → |
| 861 | MB, LEVIS & ASSOCIATES,LLC | 164197 | $411.6M | $411.6M | 4 | 2026-03-31 | → |
| 862 | HLM MANAGEMENT CO., LLC | 162337 | $411.4M | $411.4M | 14 | 2026-03-31 | → |
| 863 | BDFS CAPITAL LLC | 287680 | $411.3M | $411.3M | 9 | 2026-01-31 | → |
| 864 | ZUNA, LLC | 306113 | $411.3M | $411.3M | 6 | 2026-03-31 | → |
| 865 | ROONEY CAPITAL MANAGEMENT, INC. | 141874 | $411.2M | $411.2M | 1 | 2026-03-31 | → |
| 866 | GUARDIAN WEALTH MANAGEMENT, LLC | 118668 | $411.1M | $411.1M | 11 | 2026-03-31 | → |
| 867 | CLOUD CAPITAL LLC | 150275 | $410.9M | $410.9M | 1 | 2025-03-31 | → |
| 868 | EVEREST PRIVATE WEALTH | 142945 | $410.8M | $410.8M | 3 | 2026-03-31 | → |
| 869 | COPPER FINANCIAL NETWORK, LLC | 168203 | $410.7M | $410.7M | 50 | 2026-06-30 | → |
| 870 | ACCESS FINANCIAL RESOURCES INC. | 109495 | $410.6M | $410.6M | 9 | 2026-04-30 | → |
| 871 | ESO MANAGEMENT SERVICES LLC | 165564 | $410.6M | $410.6M | 17 | 2026-03-31 | → |
| 872 | HARBOR WEALTH MANAGEMENT, LLC | 153527 | $410.5M | $410.5M | 6 | 2026-02-28 | → |
| 873 | BLUE SQUARE ASSET MANAGEMENT, LLC | 296802 | $410.3M | $410.3M | 9 | 2026-03-31 | → |
| 874 | SUNBEAM CAPITAL MANAGEMENT, LLC | 289723 | $410.2M | $410.2M | 3 | 2026-03-31 | → |
| 875 | PAVAKI CAPITAL MANAGEMENT, LLC | 316395 | $410.1M | $410.1M | 2 | 2026-04-30 | → |
| 876 | LAVELLE CAPITAL LP | 316754 | $410.1M | $410.1M | 3 | 2026-03-31 | → |
| 877 | BEMANAGED FINANCIAL SERVICES, INC. | 140099 | $410.0M | $410.0M | 6 | 2026-03-31 | → |
| 878 | OGBORNE CAPITAL MANAGEMENT, LLC. | 165833 | $410.0M | $410.0M | 3 | 2026-03-31 | → |
| 879 | TAYLOR FINANCIAL GROUP, INC. | 116744 | $410.0M | $410.0M | 6 | 2026-02-28 | → |
| 880 | MOMENTOUS WEALTH MANAGEMENT, INC. | 288429 | $409.9M | $409.9M | 7 | 2026-03-31 | → |
| 881 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 166616 | $409.9M | $409.9M | 7 | 2026-03-31 | → |
| 882 | BOYD WEALTH MANAGEMENT, LLC | 293990 | $409.8M | $409.8M | 6 | 2026-03-31 | → |
| 883 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | 114957 | $409.7M | $409.7M | 8 | 2026-02-28 | → |
| 884 | VENTURE CAPITAL FUND OF AMERICA III, INC. | 160941 | $409.6M | $409.6M | 9 | 2026-03-31 | → |
| 885 | HEFFERNAN ADVISORY, INC. | 116771 | $409.6M | $409.6M | 12 | 2026-06-30 | → |
| 886 | ELEY FINANCIAL MANAGEMENT, INC. | 105057 | $409.6M | $409.6M | 5 | 2026-03-31 | → |
| 887 | HILTON HEAD CAPITAL PARTNERS, LLC | 299375 | $409.5M | $409.5M | 6 | 2026-03-31 | → |
| 888 | PELOTON EQUITY LLC | 301543 | $409.5M | $409.5M | 8 | 2026-05-31 | → |
| 889 | FRIDAY FINANCIAL, INC. | 329748 | $409.3M | $409.3M | 9 | 2026-05-31 | → |
| 890 | MARKS WEALTH, LLC | 310534 | $409.2M | $409.2M | 4 | 2026-06-30 | → |
| 891 | STERLING INVESTMENT MANAGEMENT, LLC | 112923 | $409.2M | $409.2M | 8 | 2026-03-31 | → |
| 892 | CODE WAECHTER LLC | 289372 | $409.0M | $409.0M | 9 | 2026-01-31 | → |
| 893 | TRUEFG, LLC | 285850 | $409.0M | $409.0M | 2 | 2026-03-31 | → |
| 894 | ROOTED WEALTH ADVISORS, INC. | 313759 | $408.8M | $408.8M | 22 | 2026-03-31 | → |
| 895 | GREENRIDGE EQUITY PARTNERS, LLC | 171612 | $408.8M | $408.8M | 14 | 2026-03-31 | → |
| 896 | WASSERSTEIN MANAGEMENT, LP | 286158 | $408.5M | $408.5M | 5 | 2026-03-31 | → |
| 897 | PALOUSE CAPITAL MANAGEMENT, INC. | 104573 | $408.5M | $408.5M | 3 | 2026-04-30 | → |
| 898 | CAPSTONE CAPITAL LLC | 123764 | $408.4M | $408.4M | 4 | 2026-02-28 | → |
| 899 | NEW LEAF VENTURE PARTNERS LLC | 163897 | $408.4M | $408.4M | 4 | 2026-03-31 | → |
| 900 | ADVISORY SOLUTIONS GROUP, LLC | 339919 | $408.4M | $408.4M | 40 | 2026-05-31 | → |
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