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 | |
|---|---|---|---|---|---|---|---|
| 701 | CLARUS VENTURES, LLC | 160980 | $805.6M | $805.6M | 31 | 2026-03-31 | → |
| 702 | HENRICKSON NAUTA WEALTH ADVISORS, INC. | 141201 | $805.4M | $805.4M | 15 | 2026-06-30 | → |
| 703 | LAKERIDGE WEALTH MANAGEMENT LLC | 314071 | $805.4M | $805.4M | 22 | 2026-06-30 | → |
| 704 | CREDIT SUISSE SECURITIES (USA) LLC | 816 | $805.3M | $805.3M | 39 | 2025-01-31 | → |
| 705 | OHA PRIVATE CREDIT ADVISORS II, L.P. | 322289 | $805.2M | $805.2M | 435 | 2026-03-31 | → |
| 706 | ASIO CAPITAL LLC | 298326 | $805.1M | $805.1M | 7 | 2026-03-31 | → |
| 707 | STRATHMORE CAPITAL ADVISORS, INC. | 135008 | $805.0M | $805.0M | 17 | 2026-03-31 | → |
| 708 | COPPER HARBOR INVESTMENT ADVISORS, LLC | 169978 | $805.0M | $805.0M | 6 | 2026-03-31 | → |
| 709 | ROOF EIDAM MAYCOCK PERALTA LLC | 106696 | $804.9M | $804.9M | 10 | 2026-02-28 | → |
| 710 | MASTERS CAPITAL MANAGEMENT, L.L.C. | 137605 | $804.6M | $804.6M | 17 | 2026-03-31 | → |
| 711 | FELICITAS GLOBAL PARTNERS, LLC | 292411 | $804.4M | $804.4M | 15 | 2026-05-31 | → |
| 712 | TEMPO WEALTH, LLC | 336316 | $804.3M | $804.3M | 12 | 2026-03-31 | → |
| 713 | CIM, LLC | 132136 | $804.3M | $804.3M | 12 | 2026-03-31 | → |
| 714 | NOKOMIS CAPITAL, L.L.C. | 145627 | $804.2M | $804.2M | 5 | 2026-03-31 | → |
| 715 | GREAT DIAMOND PARTNERS, LLC | 299598 | $804.1M | $804.1M | 12 | 2026-04-30 | → |
| 716 | PARSONS CAPITAL MANAGEMENT, LLC | 114494 | $803.8M | $803.8M | 6 | 2025-03-31 | → |
| 717 | HOXTON WEALTH USA LLC | 307387 | $803.5M | $803.5M | 74 | 2026-05-31 | → |
| 718 | BARNEGAT FUND MANAGEMENT INC. | 158347 | $803.4M | $803.4M | 6 | 2026-02-28 | → |
| 719 | EAGLECLAW CAPITAL MANAGEMENT LLC | 134045 | $803.3M | $803.3M | 4 | 2025-09-30 | → |
| 720 | NET RETURN ASSET MANAGEMENT LLC | 159895 | $803.3M | $803.3M | 3 | 2026-03-31 | → |
| 721 | THE O'DELL GROUP, LLC | 119850 | $803.3M | $803.3M | 15 | 2025-03-31 | → |
| 722 | FRANCIS FINANCIAL, INC. | 128067 | $803.2M | $803.2M | 14 | 2026-03-31 | → |
| 723 | MOSS, LUSE & WOMBLE, LLC | 152841 | $803.2M | $803.2M | 42 | 2026-03-31 | → |
| 724 | CLEAR TRAIL ADVISORS, LLC | 337595 | $803.1M | $803.1M | 7 | 2026-02-28 | → |
| 725 | ELSEWHERE PARTNERS, LLC | 293959 | $803.0M | $803.0M | 22 | 2026-05-31 | → |
| 726 | OPALEYE MANAGEMENT INC. | 124513 | $802.8M | $802.8M | 4 | 2026-02-28 | → |
| 727 | AVANTIUM INVESTMENT MANAGEMENT (UK) LLP | 160154 | $802.6M | $802.6M | 13 | 2024-12-31 | → |
| 728 | HUNTERS MOON CAPITAL LLP | 334813 | $802.6M | $802.6M | 9 | 2026-05-31 | → |
| 729 | POETIC GROUP LLC | 293886 | $802.5M | $802.5M | 9 | 2026-06-30 | → |
| 730 | THE L. WARNER COMPANIES, INC | 108001 | $802.4M | $802.4M | 38 | 2026-03-31 | → |
| 731 | SOLSTEIN CAPITAL, LLC | 157888 | $801.8M | $801.8M | 6 | 2026-03-31 | → |
| 732 | KAIN CAPITAL LLC | 315669 | $801.6M | $801.6M | 14 | 2026-05-31 | → |
| 733 | COMPASS GROUP MANAGEMENT, LLC | 317244 | $801.5M | $801.5M | 26 | 2026-05-31 | → |
| 734 | PSI ADVISORS, LLC | 285880 | $800.9M | $800.9M | 22 | 2026-03-31 | → |
| 735 | FINTECH COLLECTIVE MANAGEMENT LLC | 288031 | $800.8M | $800.8M | 16 | 2026-03-31 | → |
| 736 | KUHN ADVISORS, INC. | 117816 | $800.8M | $800.8M | 8 | 2026-05-31 | → |
| 737 | SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. | 125147 | $800.5M | $800.5M | 13 | 2026-06-30 | → |
| 738 | RIVER ASSOCIATES INVESTMENTS (TN), LLC | 158034 | $800.5M | $800.5M | 18 | 2025-03-31 | → |
| 739 | SHOREPOINT CAPITAL PARTNERS LLC | 152087 | $800.5M | $800.5M | 10 | 2025-03-31 | → |
| 740 | COMPTON WEALTH ADVISORY GROUP, LLC | 281732 | $800.3M | $800.3M | 10 | 2026-06-30 | → |
| 741 | LAFFER TENGLER INVESTMENTS, INC. | 108068 | $800.1M | $800.1M | 14 | 2026-03-31 | → |
| 742 | CREEKMUR ASSET MANAGEMENT, LLC | 306903 | $800.0M | $800.0M | 36 | 2026-03-31 | → |
| 743 | FINANCIAL FOCUS LLC | 282177 | $800.0M | $800.0M | 8 | 2026-01-31 | → |
| 744 | VERACITY CAPITAL LLC | 304272 | $799.8M | $799.8M | 12 | 2026-04-30 | → |
| 745 | HARRIS PRESTON & PARTNERS, LLC | 160068 | $799.2M | $799.2M | 15 | 2026-03-31 | → |
| 746 | RELEVANT WEALTH ADVISORS, LLC | 1489 | $799.0M | $799.0M | 4 | 2026-03-31 | → |
| 747 | ICR PARTNERS, LLC | 304689 | $798.7M | $798.7M | 6 | 2026-05-31 | → |
| 748 | CAROLINA WEALTH MANAGEMENT, INC. | 131393 | $798.5M | $798.5M | 10 | 2026-04-30 | → |
| 749 | QUANTUM CAPITAL ADVISORS, LLC | 162826 | $797.9M | $797.9M | 4 | 2026-03-31 | → |
| 750 | MCNAMARA FINANCIAL SERVICES, INC. | 154311 | $797.9M | $797.9M | 11 | 2026-02-28 | → |
| 751 | PROFFITT & GOODSON INC. | 105278 | $797.7M | $797.7M | 9 | 2026-04-30 | → |
| 752 | BOFCAL ASSET MANAGEMENT INC. | 166828 | $797.6M | $797.6M | 5 | 2025-03-31 | → |
| 753 | SCHIAVI & COMPANY LLC | 104804 | $797.6M | $797.6M | 10 | 2026-03-31 | → |
| 754 | FOLGER NOLAN FLEMING DOUGLAS INCORPORATED | 319 | $797.4M | $797.4M | 44 | 2026-03-31 | → |
| 755 | PARISI GRAY WEALTH MANAGEMENT, LLC | 286388 | $796.0M | $796.0M | 7 | 2026-02-28 | → |
| 756 | WESTWIND CAPITAL | 106802 | $795.9M | $795.9M | 10 | 2026-04-30 | → |
| 757 | 337 FRONTIER CAPITAL, LP | 284266 | $795.3M | $795.3M | 4 | 2026-04-30 | → |
| 758 | BRADY MARTZ WEALTH SOLUTIONS, LLC | 331043 | $795.3M | $795.3M | 11 | 2026-06-30 | → |
| 759 | MCRAE CAPITAL MANAGEMENT INC. | 104567 | $795.0M | $795.0M | 8 | 2026-03-31 | → |
| 760 | Q3 ASSET MANAGEMENT CORPORATION | 137839 | $794.7M | $794.7M | 12 | 2026-03-31 | → |
| 761 | HURLOW WEALTH MANAGEMENT GROUP, INC. | 282587 | $794.4M | $794.4M | 16 | 2026-03-31 | → |
| 762 | BHK INVESTMENT ADVISORS, LLC | 140515 | $794.1M | $794.1M | 9 | 2026-04-30 | → |
| 763 | FORTRESS WEALTH PLANNING, LLC | 307618 | $793.9M | $793.9M | 6 | 2026-03-31 | → |
| 764 | FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC | 310407 | $793.8M | $793.8M | 11 | 2026-06-30 | → |
| 765 | CLAYTON FINANCIAL GROUP, LLC | 226729 | $793.8M | $793.8M | 7 | 2026-02-28 | → |
| 766 | WEALTH MANAGEMENT PARTNERS, LLC | 309790 | $793.5M | $793.5M | 8 | 2026-02-28 | → |
| 767 | ACKERMAN ASSET MANAGEMENT, LLC | 137958 | $793.5M | $793.5M | 1 | 2026-03-31 | → |
| 768 | SATURN V CAPITAL MANAGEMENT LP | 316649 | $793.2M | $793.2M | 6 | 2026-04-30 | → |
| 769 | CENTRIC WEALTH MANAGEMENT, LLC | 133877 | $792.9M | $792.9M | 15 | 2026-04-30 | → |
| 770 | BEAU VENTURES, LLC | 336355 | $792.7M | $792.7M | 3 | 2026-03-31 | → |
| 771 | MONARCH PLAN ADVISORS | 286612 | $792.6M | $792.6M | 5 | 2026-06-30 | → |
| 772 | CALMWATER ASSET MANAGEMENT, LLC | 282617 | $792.5M | $792.5M | 8 | 2026-03-31 | → |
| 773 | KR CAPITAL LP | 338229 | $792.4M | $792.4M | 20 | 2026-01-31 | → |
| 774 | XP ADVISORY US, INC. | 173779 | $792.3M | $792.3M | 34 | 2026-04-30 | → |
| 775 | DEFINITION CAPITAL MANAGEMENT LLC | 321942 | $791.9M | $791.9M | 4 | 2026-06-30 | → |
| 776 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | 157998 | $791.8M | $791.8M | 9 | 2026-03-31 | → |
| 777 | MAVERICK REAL ESTATE PARTNERS LLC | 269825 | $791.8M | $791.8M | 15 | 2026-04-30 | → |
| 778 | THE WEALTH COLLABORATIVE, INC. | 142618 | $791.6M | $791.6M | 3 | 2026-03-31 | → |
| 779 | X-SQUARE CAPITAL, LLC | 167237 | $790.9M | $790.9M | 7 | 2026-04-30 | → |
| 780 | SUNPOINTE, LLC | 282505 | $790.7M | $790.7M | 17 | 2026-02-28 | → |
| 781 | MARATHON CAPITAL MANAGEMENT LLC | 119416 | $790.1M | $790.1M | 7 | 2026-02-28 | → |
| 782 | LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | 149487 | $790.1M | $790.1M | 8 | 2026-03-31 | → |
| 783 | GLOBAL IMC LLC | 170870 | $790.0M | $790.0M | 22 | 2026-03-31 | → |
| 784 | LAPIS ADVISERS, LP | 153710 | $789.5M | $789.5M | 12 | 2026-03-31 | → |
| 785 | WESTHILL FINANCIAL ADVISORS, INC. | 152506 | $789.4M | $789.4M | 11 | 2026-03-31 | → |
| 786 | HOEY INVESTMENTS, INC. | 152103 | $788.3M | $788.3M | 5 | 2026-03-31 | → |
| 787 | HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC | 297174 | $788.3M | $788.3M | 2 | 2026-03-31 | → |
| 788 | SOFTVEST ADVISORS, LLC | 300084 | $788.2M | $788.2M | 7 | 2026-03-31 | → |
| 789 | SOUTHERN EQUITY ADVISORS LLC | 330821 | $788.1M | $788.1M | 2 | 2026-03-31 | → |
| 790 | MMA ASSET MANAGEMENT LLC | 155426 | $787.8M | $787.8M | 19 | 2026-06-30 | → |
| 791 | BELL INVESTMENT ADVISORS INC | 108383 | $787.6M | $787.6M | 14 | 2026-06-30 | → |
| 792 | SHORENSTEIN INVESTMENT ADVISERS LLC | 328584 | $787.5M | $787.5M | 33 | 2026-03-31 | → |
| 793 | NEW WAVE LOANS RESIDENTIAL, LLC | 326888 | $787.4M | $787.4M | 16 | 2026-03-31 | → |
| 794 | INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | 159301 | $787.4M | $787.4M | 18 | 2026-03-31 | → |
| 795 | SYCAMORE FINANCIAL GROUP, INC. | 14143 | $787.4M | $787.4M | 4 | 2026-03-31 | → |
| 796 | CORNER CAPITAL MANAGEMENT, LLC | 317086 | $787.4M | $787.4M | 12 | 2026-05-31 | → |
| 797 | PFINGSTEN PARTNERS, L.L.C. | 156493 | $787.0M | $787.0M | 20 | 2026-03-31 | → |
| 798 | CONSILIUM WEALTH MANAGEMENT, LLC | 155343 | $786.9M | $786.9M | 9 | 2025-02-28 | → |
| 799 | EAGLE ROCK INVESTMENT COMPANY, LLC | 313832 | $786.7M | $786.7M | 4 | 2026-02-28 | → |
| 800 | WARBURTON CAPITAL MANAGEMENT, LLC | 141969 | $786.6M | $786.6M | 7 | 2026-02-28 | → |
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