Research Report · 2026-06-30
Registered Investment Advisers Managing $500 Million to $1 Billion
SEC-registered investment advisers with between $500 million and $1 billion in reported regulatory assets under management.
Firms
1,000
Total AUM
$860.51B
Median AUM
$857.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | DAWSON PARTNERS (US) INC. | 339430 | $999.1M | $999.1M | 231 | 2026-06-30 | → |
| 2 | PALM BEACH CAPITAL MANAGEMENT III, LLC | 159611 | $998.8M | $998.8M | 11 | 2026-03-31 | → |
| 3 | NEXWAVE CAPITAL PARTNERS LLC | 241788 | $997.8M | $997.8M | 16 | 2026-03-31 | → |
| 4 | ST. CLAIR ADVISORS, LLC | 155064 | $997.6M | $997.6M | 12 | 2026-03-31 | → |
| 5 | DAYBRIGHT ADVISORY SERVICES, INC. | 133795 | $997.4M | $997.4M | 10 | 2026-03-31 | → |
| 6 | TSFG, LLC | 172555 | $997.2M | $997.2M | 19 | 2026-03-31 | → |
| 7 | PASSIVE CAPITAL MANAGEMENT, LLC | 142870 | $996.9M | $996.9M | 8 | 2026-01-31 | → |
| 8 | HUIZENGA CAPITAL MANAGEMENT, LLC | 156524 | $996.7M | $996.7M | 13 | 2026-03-31 | → |
| 9 | GALILEI INVESTMENT OFFICE LLP | 319352 | $996.1M | $996.1M | 12 | 2026-03-31 | → |
| 10 | JACKSON SQUARE PARTNERS, LLC | 170064 | $995.1M | $995.1M | 4 | 2025-03-31 | → |
| 11 | COMMONWEALTH FINANCIAL SERVICES, LLC. | 324930 | $994.7M | $994.7M | 26 | 2026-04-30 | → |
| 12 | OMNIA FAMILY WEALTH, LLC | 170909 | $994.6M | $994.6M | 10 | 2026-06-30 | → |
| 13 | LANTZ FINANCIAL LLC | 297573 | $994.1M | $994.1M | 13 | 2026-04-30 | → |
| 14 | FIVE ARROWS MANAGERS (USA) LLC | 286195 | $994.0M | $994.0M | 45 | 2026-03-31 | → |
| 15 | MCLEAN ASSET MANAGEMENT CORPORATION | 108067 | $993.9M | $993.9M | 26 | 2026-05-31 | → |
| 16 | SYNTHETICFI LLC | 330200 | $992.9M | $992.9M | 10 | 2026-04-30 | → |
| 17 | KABOUTER MANAGEMENT, LLC | 153099 | $992.5M | $992.5M | 15 | 2026-03-31 | → |
| 18 | BAYSWATER MANAGEMENT COMPANY LP | 285290 | $991.5M | $991.5M | 18 | 2026-03-31 | → |
| 19 | ADVISORY RESEARCH INC | 108254 | $991.3M | $991.3M | 14 | 2026-03-31 | → |
| 20 | BROWN | MILLER WEALTH MANAGEMENT, LLC | 305742 | $991.1M | $991.1M | 11 | 2026-04-30 | → |
| 21 | RIVERVIEW RESEARCH, LLC | 162318 | $990.8M | $990.8M | 3 | 2026-03-31 | → |
| 22 | CANDER ASSET MANAGEMENT LP | 337596 | $989.0M | $989.0M | 3 | 2026-03-31 | → |
| 23 | SCULPTOR ADVISORS LLC | 319598 | $989.0M | $989.0M | 334 | 2026-03-31 | → |
| 24 | MAN GLOBAL PRIVATE MARKETS (USA) INC. | 284066 | $988.2M | $988.2M | 10 | 2026-04-30 | → |
| 25 | MORRIS & WELLS WEALTH MANAGEMENT | 162411 | $987.9M | $987.9M | 2 | 2026-03-31 | → |
| 26 | TERRIL BROTHERS INC | 110422 | $987.8M | $987.8M | 16 | 2026-03-31 | → |
| 27 | BCS FINANCIAL, LLC | 115489 | $987.4M | $987.4M | 12 | 2026-03-31 | → |
| 28 | ONEASCENT INVESTMENT SOLUTIONS, LLC | 285512 | $987.2M | $987.2M | 27 | 2026-03-31 | → |
| 29 | FINANCIAL ENHANCEMENT GROUP LLC | 159017 | $987.0M | $987.0M | 24 | 2026-02-28 | → |
| 30 | STORY3 CAPITAL PARTNERS, LLC | 300651 | $986.9M | $986.9M | 8 | 2026-04-30 | → |
| 31 | ELLIS INVESTMENT PARTNERS, LLC | 157669 | $986.8M | $986.8M | 23 | 2026-03-31 | → |
| 32 | CONCENTRUM WEALTH MANAGEMENT, INC. | 167151 | $986.8M | $986.8M | 7 | 2026-03-31 | → |
| 33 | GOODWIN CAPITAL ADVISERS, INC. | 108290 | $986.6M | $986.6M | 9 | 2026-03-31 | → |
| 34 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | 135288 | $986.3M | $986.3M | 49 | 2026-03-31 | → |
| 35 | PACIFIC SAGE PARTNERS, LLC | 315663 | $986.3M | $986.3M | 8 | 2026-03-31 | → |
| 36 | NORTH SKY CAPITAL, LLC | 133959 | $986.1M | $986.1M | 17 | 2026-03-31 | → |
| 37 | FINE CAPITAL PARTNERS, L.P. | 156889 | $986.0M | $986.0M | 4 | 2026-05-31 | → |
| 38 | FIDUCIARY EXPERTS LLC | 146721 | $985.8M | $985.8M | 3 | 2026-05-31 | → |
| 39 | RFG - BRISTOL WEALTH ADVISORS, LLC | 330145 | $985.6M | $985.6M | 10 | 2026-06-30 | → |
| 40 | THE RICE PARTNERSHIP, LLC | 135701 | $985.5M | $985.5M | 11 | 2026-04-30 | → |
| 41 | PAGAYA INVESTMENTS US LLC | 299672 | $985.4M | $985.4M | 121 | 2026-06-30 | → |
| 42 | ENCOMPASS MORE ASSET MANAGEMENT LLC | 322382 | $984.9M | $984.9M | 108 | 2026-06-30 | → |
| 43 | BARTON INVESTMENT MANAGEMENT, LLC | 141084 | $984.7M | $984.7M | 7 | 2026-02-28 | → |
| 44 | AVION WEALTH, LLC | 134242 | $984.6M | $984.6M | 15 | 2026-05-31 | → |
| 45 | NUANCE INVESTMENTS, LLC | 148534 | $984.3M | $984.3M | 11 | 2026-01-31 | → |
| 46 | VISTASHARES ADVISORS LLC | 331812 | $984.0M | $984.0M | 6 | 2026-03-31 | → |
| 47 | TAC PARTNERS, INC. | 158249 | $983.4M | $983.4M | 18 | 2026-04-30 | → |
| 48 | WALTER & KEENAN WEALTH MANAGEMENT, LLC | 104838 | $983.3M | $983.3M | 7 | 2026-03-31 | → |
| 49 | ASSET ONE WEALTH MANAGEMENT, LLC | 336350 | $982.5M | $982.5M | 19 | 2026-04-30 | → |
| 50 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 108153 | $982.2M | $982.2M | 9 | 2026-03-31 | → |
| 51 | OLIVER LUXXE ASSETS LLC | 169588 | $981.9M | $981.9M | 9 | 2026-03-31 | → |
| 52 | NEW FORESTS INC. | 165267 | $981.9M | $981.9M | 22 | 2025-09-30 | → |
| 53 | PRYTANIA INVESTMENT ADVISORS LLP | 285874 | $981.7M | $981.7M | 10 | 2026-06-30 | → |
| 54 | BEACH INVESTMENT COUNSEL INC | 107615 | $981.7M | $981.7M | 10 | 2025-03-31 | → |
| 55 | ALTIORA FINANCIAL GROUP, LLC | 292008 | $981.7M | $981.7M | 1 | 2026-03-31 | → |
| 56 | BROADSHORE CAPITAL PARTNERS, LLC | 119200 | $981.6M | $981.6M | 16 | 2026-03-31 | → |
| 57 | KHROM CAPITAL MANAGEMENT, LLC | 170711 | $980.6M | $980.6M | 6 | 2026-03-31 | → |
| 58 | SUMMIT X | 282502 | $978.7M | $978.7M | 22 | 2025-03-31 | → |
| 59 | VILLAGE GLOBAL MANAGEMENT, L.L.C. | 289258 | $978.7M | $978.7M | 13 | 2026-03-31 | → |
| 60 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 290329 | $978.6M | $978.6M | 7 | 2026-06-30 | → |
| 61 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 285972 | $978.1M | $978.1M | 12 | 2026-03-31 | → |
| 62 | ASTORIA PORTFOLIO ADVISORS LLC | 288271 | $977.6M | $977.6M | 9 | 2026-03-31 | → |
| 63 | KEYFRAME CAPITAL PARTNERS, L.P. | 305812 | $977.3M | $977.3M | 8 | 2026-03-31 | → |
| 64 | PATTON FUND MANAGEMENT, INC. | 120533 | $977.2M | $977.2M | 1 | 2026-03-31 | → |
| 65 | MBE WEALTH MANAGEMENT, LLC | 165516 | $977.1M | $977.1M | 18 | 2026-02-28 | → |
| 66 | NIGHT SQUARED LP | 333933 | $976.1M | $976.1M | 14 | 2026-05-31 | → |
| 67 | SATOVSKY ASSET MANAGEMENT LLC | 143519 | $974.8M | $974.8M | 12 | 2026-04-30 | → |
| 68 | BALMORAL MANAGEMENT II L.P. | 164956 | $974.4M | $974.4M | 16 | 2026-04-30 | → |
| 69 | MAIA WEALTH, LLC | 292817 | $973.0M | $973.0M | 43 | 2026-05-31 | → |
| 70 | FRANKLIN MANAGED OPTIONS STRATEGIES, LLC | 325732 | $972.5M | $972.5M | 12 | 2025-12-31 | → |
| 71 | LEBENTHAL GLOBAL ADVISORS, LLC | 283303 | $971.8M | $971.8M | 30 | 2026-03-31 | → |
| 72 | CREWCIAL PARTNERS LLC | 131570 | $971.6M | $971.6M | 45 | 2026-04-30 | → |
| 73 | AUFMAN ASSOCIATES INC | 104622 | $971.5M | $971.5M | 7 | 2026-03-31 | → |
| 74 | INTERTIDE PARTNERS L.L.C. | 326896 | $971.4M | $971.4M | 3 | 2026-04-30 | → |
| 75 | VEERY CAPITAL, LLC | 298465 | $971.4M | $971.4M | 13 | 2026-03-31 | → |
| 76 | ELK RIVER WEALTH MANAGEMENT LLC | 307263 | $971.3M | $971.3M | 11 | 2026-02-28 | → |
| 77 | THE ARKANSAS FINANCIAL GROUP, INC. | 104808 | $971.1M | $971.1M | 11 | 2026-03-31 | → |
| 78 | SCOTT CAPITAL PARTNERS LLP | 332026 | $970.5M | $970.5M | 20 | 2026-06-30 | → |
| 79 | CHICAGO ATLANTIC ADVISERS, LLC | 311619 | $970.3M | $970.3M | 93 | 2026-05-31 | → |
| 80 | COLUMBUS MACRO, LLC | 286374 | $970.3M | $970.3M | 7 | 2026-02-28 | → |
| 81 | CIRRUS REAL ESTATE PARTNERS LP | 323210 | $970.1M | $970.1M | 21 | 2026-05-31 | → |
| 82 | GARRETT WEALTH ADVISORY GROUP, LLC | 173563 | $969.8M | $969.8M | 20 | 2026-03-31 | → |
| 83 | TDA, INC. | 112016 | $969.3M | $969.3M | 22 | 2025-12-31 | → |
| 84 | CARRERA CAPITAL ADVISORS, LLC | 330834 | $968.7M | $968.7M | 13 | 2026-03-31 | → |
| 85 | FIRST SENTIER INVESTORS (US) LLC | 170739 | $968.6M | $968.6M | 44 | 2026-05-31 | → |
| 86 | CAT ROCK CAPITAL MANAGEMENT LP | 268817 | $968.5M | $968.5M | 6 | 2026-03-31 | → |
| 87 | ODEON CAPITAL ADVISORS LLC | 307619 | $967.5M | $967.5M | 14 | 2026-03-31 | → |
| 88 | FACTORIAL FUNDS MANAGEMENT LLC | 319107 | $967.0M | $967.0M | 6 | 2026-03-31 | → |
| 89 | LIFEWORKS ADVISORS, LLC | 288255 | $966.7M | $966.7M | 48 | 2026-06-30 | → |
| 90 | BLUEPRINT FINANCIAL ADVISORS LLC | 315570 | $966.6M | $966.6M | 35 | 2026-04-30 | → |
| 91 | PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP | 288664 | $966.5M | $966.5M | 16 | 2026-03-31 | → |
| 92 | TIMEFOLIO ASSET MANAGEMENT SINGAPORE PTE. LTD. | 339423 | $965.9M | $965.9M | 11 | 2026-03-31 | → |
| 93 | ASHFORD CAPITAL MANAGEMENT INC | 110696 | $965.8M | $965.8M | 14 | 2025-12-31 | → |
| 94 | UNIQUE WEALTH, LLC | 312462 | $965.6M | $965.6M | 15 | 2026-03-31 | → |
| 95 | HEXAGON CAPITAL PARTNERS, LLC | 305850 | $965.0M | $965.0M | 8 | 2026-03-31 | → |
| 96 | RIVERBEND CAPITAL ADVISORS, LLC | 157117 | $964.8M | $964.8M | 5 | 2026-03-31 | → |
| 97 | CURIAM CAPITAL LLC | 305220 | $964.7M | $964.7M | 7 | 2026-03-31 | → |
| 98 | BROOKWOOD ADVISORS, LLC | 338550 | $964.5M | $964.5M | 5 | 2026-05-31 | → |
| 99 | REVIVAL HEALTHCARE CAPITAL LLC | 315069 | $964.3M | $964.3M | 12 | 2026-03-31 | → |
| 100 | GRACE & WHITE, INC | 110761 | $964.2M | $964.2M | 5 | 2026-05-31 | → |
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