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 | |
|---|---|---|---|---|---|---|---|
| 601 | ONE FIN CAPITAL MANAGEMENT LP | 283490 | $830.6M | $830.6M | 6 | 2026-03-31 | → |
| 602 | THAMES CAPITAL MANAGEMENT, LLC | 288755 | $830.5M | $830.5M | 6 | 2026-03-31 | → |
| 603 | STRATEGIC INVESTMENT SOLUTIONS, INC. | 143128 | $830.2M | $830.2M | 14 | 2026-02-28 | → |
| 604 | BLACK BAY PARTNERS, LLC | 284945 | $830.1M | $830.1M | 17 | 2026-03-31 | → |
| 605 | NEW HERITAGE CAPITAL, LLC | 160083 | $830.0M | $830.0M | 15 | 2026-03-31 | → |
| 606 | KFA PRIVATE WEALTH GROUP, LLC | 281678 | $830.0M | $830.0M | 11 | 2026-03-31 | → |
| 607 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | 136431 | $829.8M | $829.8M | 16 | 2026-03-31 | → |
| 608 | PETERSON WEALTH ADVISORS, LLC | 146349 | $829.7M | $829.7M | 13 | 2026-04-30 | → |
| 609 | CAPITAL INSIGHT PARTNERS, LLC | 147165 | $829.6M | $829.6M | 9 | 2025-04-30 | → |
| 610 | GRANITE GROUP ADVISORS, LLC | 127357 | $829.6M | $829.6M | 8 | 2026-03-31 | → |
| 611 | FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC | 285836 | $829.2M | $829.2M | 25 | 2026-03-31 | → |
| 612 | MASON & ASSOCIATES, INC. | 141303 | $828.7M | $828.7M | 8 | 2026-01-31 | → |
| 613 | GLOBAL FINANCIAL PRIVATE CLIENT, LLC | 290006 | $828.3M | $828.3M | 6 | 2026-03-31 | → |
| 614 | CENTERGATE CAPITAL, L.P. | 281685 | $828.3M | $828.3M | 29 | 2026-03-31 | → |
| 615 | R.V. KUHNS & ASSOCIATES, INC. | 18005 | $827.9M | $827.9M | 127 | 2026-06-30 | → |
| 616 | IMPACT RETIREMENT ADVISORS, LLC | 330475 | $827.7M | $827.7M | 4 | 2026-03-31 | → |
| 617 | WALSH & ASSOCIATES, LLC | 144441 | $827.7M | $827.7M | 15 | 2026-03-31 | → |
| 618 | EDGE WEALTH MANAGEMENT, LLC | 142380 | $827.2M | $827.2M | 7 | 2026-02-28 | → |
| 619 | ARGAND PARTNERS, LP | 282127 | $827.0M | $827.0M | 16 | 2026-05-31 | → |
| 620 | MPS-LORIA FINANCIAL PLANNERS,LLC | 122866 | $826.6M | $826.6M | 7 | 2026-02-28 | → |
| 621 | AEQUITAS INVESTMENT ADVISORS, LLC | 127625 | $826.1M | $826.1M | 8 | 2026-03-31 | → |
| 622 | MADDEN SECURITIES CORPORATION | 18389 | $826.0M | $826.0M | 3 | 2026-06-30 | → |
| 623 | RITHM CAPITAL ADVISORS LLC | 334244 | $825.7M | $825.7M | 73 | 2026-03-31 | → |
| 624 | KENNERMAN ASSOCIATE INC | 105696 | $825.5M | $825.5M | 6 | 2026-02-28 | → |
| 625 | FOGUTH WEALTH MANAGEMENT, LLC. | 327434 | $825.1M | $825.1M | 88 | 2026-06-30 | → |
| 626 | TANNIN CAPITAL, LLC | 304238 | $824.9M | $824.9M | 7 | 2026-03-31 | → |
| 627 | PLATFORM PARTNERS LLC | 286532 | $824.8M | $824.8M | 22 | 2026-06-30 | → |
| 628 | P2 CAPITAL PARTNERS, LLC | 159299 | $824.4M | $824.4M | 14 | 2026-04-30 | → |
| 629 | WAYPOINT WEALTH COUNSEL LLC | 171822 | $824.3M | $824.3M | 4 | 2026-03-31 | → |
| 630 | HIGHCREST CAPITAL, LLC | 291007 | $823.7M | $823.7M | 20 | 2026-05-31 | → |
| 631 | REDBLACK ADVISERS, INC. | 151692 | $823.6M | $823.6M | 7 | 2026-03-31 | → |
| 632 | NEXANNUITY ASSET MANAGEMENT, L.P. | 309748 | $823.4M | $823.4M | 4 | 2026-05-31 | → |
| 633 | HACK VC MANAGEMENT, LLC | 315702 | $822.8M | $822.8M | 15 | 2026-03-31 | → |
| 634 | LONGTAIL ALPHA, LLC | 282615 | $822.4M | $822.4M | 9 | 2026-02-28 | → |
| 635 | FORTIS GROUP ADVISORS LLC | 290427 | $822.4M | $822.4M | 29 | 2026-03-31 | → |
| 636 | OPES WEALTH MANAGEMENT, LLC | 299704 | $822.3M | $822.3M | 8 | 2026-05-31 | → |
| 637 | GRATUS WEALTH ADVISORS LLC | 328641 | $822.2M | $822.2M | 9 | 2026-05-31 | → |
| 638 | FLC CAPITAL ADVISORS | 111822 | $822.2M | $822.2M | 9 | 2026-04-30 | → |
| 639 | CONSERVATION RESOURCE PARTNERS, LLC | 160706 | $822.1M | $822.1M | 17 | 2026-05-31 | → |
| 640 | ALTA FOX CAPITAL MANAGEMENT, LLC | 295816 | $821.4M | $821.4M | 8 | 2026-03-31 | → |
| 641 | PALATINE FUND ADVISORS, LLC | 168077 | $821.4M | $821.4M | 21 | 2026-03-31 | → |
| 642 | MYDA ADVISORS LLC | 168658 | $821.2M | $821.2M | 8 | 2026-03-31 | → |
| 643 | NEW HARBOR FINANCIAL GROUP, LLC | 155528 | $820.9M | $820.9M | 9 | 2026-04-30 | → |
| 644 | J.P. MARVEL INVESTMENT ADVISORS, INC. | 144364 | $820.7M | $820.7M | 8 | 2026-03-31 | → |
| 645 | SEGRA CAPITAL MANAGEMENT, LLC | 167306 | $820.7M | $820.7M | 5 | 2026-03-31 | → |
| 646 | ALBITZ/MILOE AND ASSOCIATES, INC. | 104777 | $820.6M | $820.6M | 5 | 2026-03-31 | → |
| 647 | LNC MANAGEMENT, LLC | 319581 | $820.3M | $820.3M | 16 | 2026-03-31 | → |
| 648 | TELEIOS CAPITAL PARTNERS LLC | 282532 | $820.0M | $820.0M | 8 | 2026-04-30 | → |
| 649 | VALICENTI ADVISORY SERVICES INC | 110669 | $820.0M | $820.0M | 11 | 2026-03-31 | → |
| 650 | PREMIER FINANCIAL GROUP INC | 107314 | $819.9M | $819.9M | 17 | 2026-03-31 | → |
| 651 | FSA WEALTH PARTNERS, INC. | 104513 | $819.7M | $819.7M | 16 | 2026-04-30 | → |
| 652 | ADVISORS MANAGEMENT GROUP INC | 113020 | $819.6M | $819.6M | 17 | 2026-03-31 | → |
| 653 | ABEL HALL, LLC | 302076 | $819.1M | $819.1M | 10 | 2026-02-28 | → |
| 654 | ELYXIUM WEALTH LLC | 328603 | $819.0M | $819.0M | 6 | 2026-05-31 | → |
| 655 | CCMP GROWTH ADVISORS, LP | 322926 | $818.5M | $818.5M | 14 | 2026-03-31 | → |
| 656 | GCG MANAGEMENT, LLC | 156816 | $818.2M | $818.2M | 10 | 2026-03-31 | → |
| 657 | CLEAR BROOK ADVISORS, INC. | 132045 | $817.8M | $817.8M | 6 | 2026-03-31 | → |
| 658 | A. N. CULBERTSON & COMPANY, INC. | 108341 | $817.8M | $817.8M | 9 | 2026-06-30 | → |
| 659 | SSA SWISS ADVISORS AG | 161357 | $817.5M | $817.5M | 10 | 2026-03-31 | → |
| 660 | MANNA TREE PARTNERS, LLC | 299654 | $816.2M | $816.2M | 20 | 2026-03-31 | → |
| 661 | QUADRA GESTAO DE RECURSOS S.A. | 324520 | $815.8M | $815.8M | 19 | 2026-05-31 | → |
| 662 | RIVER ASSOCIATES INVESTMENTS, L.P. | 295692 | $815.5M | $815.5M | 18 | 2026-03-31 | → |
| 663 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | 142897 | $815.4M | $815.4M | 6 | 2026-03-31 | → |
| 664 | FORUM CAPITAL ADVISORS LLC | 297582 | $815.2M | $815.2M | 69 | 2026-05-31 | → |
| 665 | SHORELINE EQUITY PARTNERS, LLC | 301128 | $815.2M | $815.2M | 23 | 2026-03-31 | → |
| 666 | LORNE STEINBERG WEALTH MANAGEMENT INC. | 290262 | $814.4M | $814.4M | 16 | 2026-03-31 | → |
| 667 | ELDRIDGE INVESTMENT ADVISORS INC | 106380 | $814.3M | $814.3M | 8 | 2026-05-31 | → |
| 668 | CLARITAS CAPITAL MANAGEMENT SERVICES, INC. | 329689 | $814.0M | $814.0M | 10 | 2026-03-31 | → |
| 669 | AMERICAN VENTURES IM LLC | 337677 | $813.7M | $813.7M | 3 | 2026-06-30 | → |
| 670 | CMH WEALTH MANAGEMENT, LLC | 150138 | $813.4M | $813.4M | 9 | 2026-05-31 | → |
| 671 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | 298353 | $813.4M | $813.4M | 10 | 2026-04-30 | → |
| 672 | DIVISAR CAPITAL MANAGEMENT, LLC | 149091 | $812.8M | $812.8M | 3 | 2026-03-31 | → |
| 673 | SUNFLOWER WEALTH ADVISORS LLC | 269963 | $812.8M | $812.8M | 3 | 2026-03-31 | → |
| 674 | ASSETBUILDER, INC. | 142665 | $812.7M | $812.7M | 12 | 2026-04-30 | → |
| 675 | PROSPERITAS FINANCIAL, LLC | 315768 | $812.5M | $812.5M | 33 | 2026-03-31 | → |
| 676 | INTEGRIS WEALTH MANAGEMENT, LLC | 111336 | $812.0M | $812.0M | 18 | 2026-04-30 | → |
| 677 | PROSPECTOR PARTNERS, LLC | 123546 | $811.7M | $811.7M | 14 | 2025-06-30 | → |
| 678 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | 114465 | $811.5M | $811.5M | 9 | 2026-03-31 | → |
| 679 | SPEYSIDE EQUITY ADVISERS LLC | 325765 | $811.4M | $811.4M | 11 | 2026-03-31 | → |
| 680 | HORIZON TECHNOLOGY FINANCE MANAGEMENT LLC | 153052 | $811.1M | $811.1M | 23 | 2026-06-30 | → |
| 681 | NELSON CAPITAL MANAGEMENT, LLC | 129776 | $810.8M | $810.8M | 10 | 2026-04-30 | → |
| 682 | INVESTMENT MANAGEMENT ASSOCIATES, INC. | 110900 | $810.0M | $810.0M | 8 | 2026-05-31 | → |
| 683 | NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. | 332351 | $810.0M | $810.0M | 7 | 2026-03-31 | → |
| 684 | THE ADVOCATE GROUP, LLC | 155270 | $809.9M | $809.9M | 17 | 2026-02-28 | → |
| 685 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | 108110 | $809.9M | $809.9M | 9 | 2026-03-31 | → |
| 686 | ZANETTI FINANCIAL, LLC | 282089 | $809.4M | $809.4M | 2 | 2026-04-30 | → |
| 687 | TANGLEWOOD LEGACY ADVISORS, LLC | 127289 | $809.0M | $809.0M | 9 | 2026-03-31 | → |
| 688 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | 313103 | $808.9M | $808.9M | 5 | 2026-03-31 | → |
| 689 | POLEN CAPITAL CLO MANAGEMENT, LLC | 330470 | $808.4M | $808.4M | 46 | 2026-03-31 | → |
| 690 | SUNBURST FINANCIAL GROUP, LLC | 283605 | $808.1M | $808.1M | 9 | 2026-05-31 | → |
| 691 | RMWC | 147359 | $807.4M | $807.4M | 13 | 2026-03-31 | → |
| 692 | PROVENTUS AG VERMOGENSVERWALTUNG | 167142 | $807.2M | $807.2M | 6 | 2026-02-28 | → |
| 693 | CAPITAL INNOVATIONS, LLC | 145329 | $806.7M | $806.7M | 4 | 2026-03-31 | → |
| 694 | ANDBANC ADVISORY LLC | 150463 | $806.5M | $806.5M | 13 | 2026-05-31 | → |
| 695 | MAYFAIR ADVISORY GROUP, LLC | 304668 | $806.4M | $806.4M | 4 | 2026-02-28 | → |
| 696 | DROMS STRAUSS ADVISORS, INC. | 108620 | $806.3M | $806.3M | 8 | 2026-03-31 | → |
| 697 | WILLING CAPITAL MANAGEMENT LIMITED | 310353 | $806.3M | $806.3M | 13 | 2026-03-31 | → |
| 698 | FIRESTONE CAPITAL MANAGEMENT INC | 106366 | $806.2M | $806.2M | 7 | 2026-06-30 | → |
| 699 | NORTHSTAR ASSET MANAGEMENT INC | 107138 | $805.9M | $805.9M | 15 | 2026-03-31 | → |
| 700 | WARBERG ASSET MANAGEMENT LLC | 164003 | $805.9M | $805.9M | 10 | 2026-03-31 | → |
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