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 | |
|---|---|---|---|---|---|---|---|
| 501 | SADDLE POINT MANAGEMENT, L.P. | 329856 | $857.2M | $857.2M | 5 | 2026-05-31 | → |
| 502 | DELTA INVESTMENT MANAGEMENT, LLC | 149596 | $856.7M | $856.7M | 25 | 2026-04-30 | → |
| 503 | GREY ROCK MANAGEMENT PARTNERS IV, LLC | 317664 | $856.7M | $856.7M | 29 | 2026-03-31 | → |
| 504 | BLUME CAPITAL MANAGEMENT, INC. | 111768 | $856.6M | $856.6M | 7 | 2026-05-31 | → |
| 505 | AROSA CAPITAL MANAGEMENT LP | 169851 | $856.6M | $856.6M | 12 | 2026-03-31 | → |
| 506 | GFO ASSET MANAGEMENT, LLC | 311874 | $856.1M | $856.1M | 14 | 2026-03-31 | → |
| 507 | CPMG, INC. | 131417 | $855.8M | $855.8M | 7 | 2026-03-31 | → |
| 508 | POLITAN CAPITAL MANAGEMENT, L.P. | 316047 | $855.7M | $855.7M | 1 | 2026-03-31 | → |
| 509 | RADNOR CAPITAL MANAGEMENT, LLC | 159559 | $854.8M | $854.8M | 8 | 2026-03-31 | → |
| 510 | ROSSBY FINANCIAL, LLC | 324631 | $854.8M | $854.8M | 7 | 2026-05-31 | → |
| 511 | ESTUARY CAPITAL MANAGEMENT LP | 323379 | $853.9M | $853.9M | 13 | 2026-03-31 | → |
| 512 | NEMAN VENTURES LLC | 330770 | $853.7M | $853.7M | 2 | 2026-06-30 | → |
| 513 | GT INVESTMENT PARTNERS, LP | 315867 | $853.5M | $853.5M | 6 | 2026-03-31 | → |
| 514 | BIRCHWOOD FINANCIAL PARTNERS, INC. | 169962 | $853.2M | $853.2M | 15 | 2026-03-31 | → |
| 515 | LEELYN SMITH, LLC | 110517 | $852.3M | $852.3M | 38 | 2026-04-30 | → |
| 516 | OLYMPUS CAPITAL HOLDINGS ASIA LLC | 157522 | $852.1M | $852.1M | 41 | 2026-04-30 | → |
| 517 | NITORUM CAPITAL, L.P. | 173617 | $852.1M | $852.1M | 9 | 2026-03-31 | → |
| 518 | P. J. SCHMIDT INVESTMENT MANAGEMENT, INC | 104701 | $852.0M | $852.0M | 18 | 2026-03-31 | → |
| 519 | APEIRON RIA LLC | 289273 | $852.0M | $852.0M | 17 | 2026-05-31 | → |
| 520 | WARNER FINANCIAL, INC | 135303 | $851.8M | $851.8M | 4 | 2026-02-28 | → |
| 521 | HARBOR ADVISORS LLC | 312432 | $851.7M | $851.7M | 1 | 2026-02-28 | → |
| 522 | HH CAPITAL MANAGEMENT, INC. | 310147 | $851.4M | $851.4M | 1 | 2026-03-31 | → |
| 523 | AFFINITY CAPITAL ADVISORS LLC | 166226 | $851.3M | $851.3M | 11 | 2026-03-31 | → |
| 524 | AZTLAN EQUITY MANAGEMENT, LLC | 286360 | $851.1M | $851.1M | 10 | 2026-03-31 | → |
| 525 | CHANNEL WEALTH, LLC | 323461 | $850.9M | $850.9M | 17 | 2026-04-30 | → |
| 526 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 286093 | $850.6M | $850.6M | 30 | 2026-06-30 | → |
| 527 | NS MANAGEMENT LTD | 297781 | $850.3M | $850.3M | 2 | 2026-06-30 | → |
| 528 | AETNA ASSET ADVISORS, LLC | 161282 | $850.2M | $850.2M | 26 | 2026-03-31 | → |
| 529 | OLYMPUS WEALTH MANAGEMENT, LLC | 173715 | $850.2M | $850.2M | 18 | 2025-07-31 | → |
| 530 | LIBERTY CAPITAL MANAGEMENT INC | 106063 | $849.5M | $849.5M | 4 | 2026-02-28 | → |
| 531 | PRIME QUADRANT US, LLC | 322068 | $849.3M | $849.3M | 4 | 2026-03-31 | → |
| 532 | AVENIR CORPORATION | 110545 | $849.3M | $849.3M | 6 | 2026-03-31 | → |
| 533 | SILVERLAKE WEALTH MANAGEMENT LLC | 165525 | $849.1M | $849.1M | 13 | 2026-04-30 | → |
| 534 | BASON ASSET MANAGEMENT LLC | 165450 | $848.8M | $848.8M | 2 | 2026-02-28 | → |
| 535 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | 107648 | $848.6M | $848.6M | 10 | 2026-03-31 | → |
| 536 | BNC WEALTH MANAGEMENT, LLC | 306483 | $847.5M | $847.5M | 5 | 2026-03-31 | → |
| 537 | MITCHELL CAPITAL MANAGEMENT CO | 106338 | $847.3M | $847.3M | 11 | 2026-03-31 | → |
| 538 | SENECA FINANCIAL ADVISORS LLC | 152824 | $847.2M | $847.2M | 19 | 2026-06-30 | → |
| 539 | RIVERGLADE CAPITAL MANAGEMENT, L.P. | 290557 | $846.9M | $846.9M | 12 | 2026-03-31 | → |
| 540 | BARON WEALTH MANAGEMENT, LLC | 153117 | $846.8M | $846.8M | 6 | 2026-03-31 | → |
| 541 | BARRY INVESTMENT ADVISORS, LLC | 144955 | $846.8M | $846.8M | 12 | 2026-03-31 | → |
| 542 | OAKWORTH ASSET MANAGEMENT, LLC | 335388 | $846.3M | $846.3M | 20 | 2026-03-31 | → |
| 543 | FALCONPOINT CAPITAL PARTNERS LLC | 327260 | $845.1M | $845.1M | 8 | 2026-03-31 | → |
| 544 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 310106 | $844.8M | $844.8M | 6 | 2026-02-28 | → |
| 545 | LINCOLN CAPITAL, LLC | 168307 | $844.8M | $844.8M | 9 | 2026-03-31 | → |
| 546 | LIGHTHOUSE WEALTH STRATEGIES, LLC | 299334 | $844.4M | $844.4M | 13 | 2026-03-31 | → |
| 547 | AMERICAN MONEY MANAGEMENT, LLC | 115357 | $844.0M | $844.0M | 13 | 2026-03-31 | → |
| 548 | PERSPECTIVE WEALTH PARTNERS, LLC | 140330 | $843.9M | $843.9M | 12 | 2026-02-28 | → |
| 549 | CLAREMONT CAPITAL MANAGEMENT, LLC | 155189 | $843.9M | $843.9M | 3 | 2026-03-31 | → |
| 550 | CKC CAPITAL LLC | 168967 | $843.7M | $843.7M | 9 | 2026-03-31 | → |
| 551 | FIRST LIGHT RETIREMENT, LLC | 314509 | $843.7M | $843.7M | 2 | 2026-03-31 | → |
| 552 | ROSEMAWR MANAGEMENT LLC | 148984 | $843.6M | $843.6M | 23 | 2026-06-30 | → |
| 553 | INLIGHT WEALTH MANAGEMENT, LLC | 289908 | $843.3M | $843.3M | 6 | 2026-03-31 | → |
| 554 | BRIDGE NET LEASE FUND MANAGER LLC | 316623 | $843.3M | $843.3M | 587 | 2026-03-31 | → |
| 555 | DONALD L. HAGAN, LLC | 139671 | $842.8M | $842.8M | 10 | 2025-10-31 | → |
| 556 | LOOMIS CAPITAL MANAGEMENT LP | 333000 | $842.2M | $842.2M | 1 | 2026-04-30 | → |
| 557 | PURKISS CAPITAL ADVISORS, LLC | 124324 | $842.2M | $842.2M | 8 | 2026-05-31 | → |
| 558 | FAI CAPITAL MANAGEMENT | 147025 | $842.1M | $842.1M | 5 | 2026-03-31 | → |
| 559 | AUA PRIVATE EQUITY PARTNERS, LLC | 170597 | $841.8M | $841.8M | 11 | 2026-03-31 | → |
| 560 | ERIC M FLANAGAN TRADING, LLC | 333349 | $841.7M | $841.7M | 1 | 2025-03-31 | → |
| 561 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | 139410 | $841.7M | $841.7M | 18 | 2026-03-31 | → |
| 562 | AKKADIAN VENTURES, INC. | 171036 | $841.2M | $841.2M | 14 | 2026-04-30 | → |
| 563 | GUGGENHEIM INVESTMENT ADVISORS, LLC | 108263 | $840.9M | $840.9M | 9 | 2026-03-31 | → |
| 564 | EMP MANAGEMENT LLC | 285104 | $840.6M | $840.6M | 22 | 2026-03-31 | → |
| 565 | HPE CAPITAL MANAGEMENT II, LLC | 283607 | $840.5M | $840.5M | 6 | 2026-05-31 | → |
| 566 | COINBASE ASSET MANAGEMENT, LLC | 322174 | $840.5M | $840.5M | 14 | 2026-03-31 | → |
| 567 | M. KULYK & ASSOCIATES, LLC | 290887 | $840.4M | $840.4M | 23 | 2026-03-31 | → |
| 568 | TFB ADVISORS, LLC | 321870 | $840.2M | $840.2M | 23 | 2026-04-30 | → |
| 569 | ADAMS ASSET ADVISORS LLC | 120573 | $839.4M | $839.4M | 4 | 2026-01-31 | → |
| 570 | OPENVIEW ADVISORS, LLC | 316766 | $839.0M | $839.0M | 15 | 2026-03-31 | → |
| 571 | DOVETAIL INVESTMENT MANAGEMENT | 333994 | $838.9M | $838.9M | 7 | 2026-05-31 | → |
| 572 | CONCISE CAPITAL MANAGEMENT, LP | 145778 | $838.6M | $838.6M | 12 | 2026-05-31 | → |
| 573 | NET WORTH ADVISORY GROUP, LLC | 126983 | $838.4M | $838.4M | 20 | 2026-03-31 | → |
| 574 | BLUEPOINTE CAPITAL MANAGEMENT, LLC | 140262 | $838.1M | $838.1M | 9 | 2025-05-31 | → |
| 575 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | 313457 | $838.0M | $838.0M | 5 | 2026-03-31 | → |
| 576 | TWIN CAPITAL MANAGEMENT INC | 104748 | $837.8M | $837.8M | 8 | 2026-03-31 | → |
| 577 | BFI INFINITY LTD. | 158420 | $837.6M | $837.6M | 21 | 2026-03-31 | → |
| 578 | TORREYANA CAPITAL, LLC | 329075 | $837.4M | $837.4M | 10 | 2026-06-30 | → |
| 579 | PINION INVESTMENT ADVISORS, LLC | 114556 | $837.1M | $837.1M | 12 | 2026-05-31 | → |
| 580 | MARKET STREET WEALTH MANAGEMENT, LLC | 155157 | $837.0M | $837.0M | 19 | 2026-03-31 | → |
| 581 | REDWOOD HOLDINGS, LLC | 173916 | $837.0M | $837.0M | 3 | 2026-04-30 | → |
| 582 | FREEGULLIVER, L.L.C. | 117040 | $836.6M | $836.6M | 17 | 2026-04-30 | → |
| 583 | DARCYVILLE MANAGEMENT LP | 337282 | $836.6M | $836.6M | 6 | 2026-03-31 | → |
| 584 | PEDDOCK CAPITAL ADVISORS, LLC | 148216 | $836.2M | $836.2M | 6 | 2026-06-30 | → |
| 585 | RIVERPARK ADVISORS, LLC | 150646 | $836.0M | $836.0M | 17 | 2026-03-31 | → |
| 586 | FINANCIAL SENSE ADVISORS, INC. | 111090 | $835.6M | $835.6M | 11 | 2026-06-30 | → |
| 587 | SETPOINT MANAGEMENT LLC | 328702 | $835.1M | $835.1M | 22 | 2026-05-31 | → |
| 588 | NOVACAP MANAGEMENT FINANCIAL SERVICES INC. | 327205 | $834.8M | $834.8M | 12 | 2026-03-31 | → |
| 589 | IRONARC MANAGEMENT, LLC | 336462 | $834.1M | $834.1M | 8 | 2026-03-31 | → |
| 590 | FINANCIAL RESOURCES GROUP.COM LLC | 282542 | $833.7M | $833.7M | 4 | 2026-03-31 | → |
| 591 | STRATEGIC ADVISORS LLC | 125882 | $832.9M | $832.9M | 7 | 2026-02-28 | → |
| 592 | FDX ADVISORS, INC. | 104601 | $832.8M | $832.8M | 17 | 2026-06-30 | → |
| 593 | EXCHANGE CAPITAL MANAGEMENT INC | 104875 | $832.8M | $832.8M | 13 | 2025-02-28 | → |
| 594 | PRIVATE WEALTH MANAGEMENT, INC. | 120823 | $832.5M | $832.5M | 4 | 2026-03-31 | → |
| 595 | AMERICAN TRIPLE I, LLC | 318463 | $832.2M | $832.2M | 11 | 2026-03-31 | → |
| 596 | OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC | 323024 | $831.4M | $831.4M | 35 | 2026-05-31 | → |
| 597 | LYNCH & ASSOCIATES INC | 108326 | $831.1M | $831.1M | 7 | 2026-02-28 | → |
| 598 | ZIONS CAPITAL ADVISORS, INC. | 131308 | $830.8M | $830.8M | 14 | 2026-03-31 | → |
| 599 | SMITHBRIDGE ASSET MANAGEMENT, INC. | 106261 | $830.7M | $830.7M | 12 | 2026-03-31 | → |
| 600 | DINALE MANAGEMENT, LLC | 312887 | $830.6M | $830.6M | 11 | 2026-05-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30