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 | |
|---|---|---|---|---|---|---|---|
| 801 | VESTGEN INVESTMENT MANAGEMENT, LLC | 118851 | $786.6M | $786.6M | 21 | 2026-04-30 | → |
| 802 | ENCORE CONSUMER CAPITAL, LP | 157228 | $786.2M | $786.2M | 12 | 2026-03-31 | → |
| 803 | INCEPTIONR LLC | 310565 | $786.1M | $786.1M | 3 | 2026-03-31 | → |
| 804 | CRESTA ADVISORS, LTD. | 169641 | $786.0M | $786.0M | 12 | 2026-03-31 | → |
| 805 | ENHANCED CAPITAL PARTNERS, LLC | 170236 | $785.9M | $785.9M | 37 | 2026-05-31 | → |
| 806 | REGENT PEAK WEALTH ADVISORS, LLC | 298259 | $785.9M | $785.9M | 10 | 2026-06-30 | → |
| 807 | CADENT CAPITAL ADVISORS, LLC | 169704 | $785.8M | $785.8M | 15 | 2026-05-31 | → |
| 808 | ACP VENTURE CAPITAL MANAGEMENT FUND LLC | 298029 | $785.7M | $785.7M | 2 | 2026-06-30 | → |
| 809 | INSIGHT ADVISORS, LLC | 168057 | $785.6M | $785.6M | 22 | 2026-05-31 | → |
| 810 | THE HELMSTAR GROUP, LLC | 145074 | $785.6M | $785.6M | 13 | 2026-03-31 | → |
| 811 | ENHALUS CAPITAL, LP | 313321 | $785.5M | $785.5M | 4 | 2026-03-31 | → |
| 812 | COASTLANDS CAPITAL LP | 335329 | $785.0M | $785.0M | 5 | 2026-04-30 | → |
| 813 | PIN OAK INVESTMENT ADVISORS INC | 105550 | $784.8M | $784.8M | 12 | 2026-04-30 | → |
| 814 | INNOVATIVE PORTFOLIOS LLC | 281382 | $784.6M | $784.6M | 14 | 2025-03-31 | → |
| 815 | JVL ASSOCIATES, LLC | 124018 | $784.4M | $784.4M | 8 | 2026-04-30 | → |
| 816 | FLAGSTAR ADVISORS, INC. | 104233 | $784.3M | $784.3M | 37 | 2026-03-31 | → |
| 817 | BELLWETHER ADVISORS, LLC | 300012 | $784.0M | $784.0M | 12 | 2026-03-31 | → |
| 818 | CENTURION WEALTH MANAGEMENT, LLC | 317929 | $784.0M | $784.0M | 14 | 2026-06-30 | → |
| 819 | SYSTELLIGENCE, LLC | 283582 | $783.9M | $783.9M | 4 | 2026-03-31 | → |
| 820 | AUGUSTINE ASSET MANAGEMENT INC | 105801 | $783.3M | $783.3M | 8 | 2026-03-31 | → |
| 821 | HARFST AND ASSOCIATES, INC. | 145090 | $783.2M | $783.2M | 8 | 2026-03-31 | → |
| 822 | FAIRHAVEN WEALTH MANAGEMENT, LLC | 173771 | $783.2M | $783.2M | 19 | 2025-02-28 | → |
| 823 | OLD PORT ADVISORS, INC | 108228 | $782.8M | $782.8M | 14 | 2026-05-31 | → |
| 824 | DELTEC ASSET MANAGEMENT LLC | 104068 | $782.8M | $782.8M | 15 | 2026-03-31 | → |
| 825 | SINGER WEALTH ADVISORS LLC | 317218 | $782.4M | $782.4M | 40 | 2026-02-28 | → |
| 826 | AMERANT INVESTMENTS, INC. | 117284 | $782.4M | $782.4M | 35 | 2026-04-30 | → |
| 827 | CLARITY CAPITAL KCPS LTD | 160662 | $782.3M | $782.3M | 18 | 2026-03-31 | → |
| 828 | HUNTLEIGH ADVISORS, INC. | 113412 | $781.8M | $781.8M | 55 | 2026-03-31 | → |
| 829 | WHELAN FINANCIAL | 107227 | $781.8M | $781.8M | 9 | 2026-01-31 | → |
| 830 | DAHRING | CUSMANO LLC | 301236 | $781.4M | $781.4M | 18 | 2026-03-31 | → |
| 831 | TAMARISK FINANCIAL, LLC | 312073 | $781.3M | $781.3M | 23 | 2026-04-30 | → |
| 832 | SIERRA CREST INVESTMENT MANAGEMENT LLC | 300069 | $781.1M | $781.1M | 0 | 2026-03-31 | → |
| 833 | FACTOR WEALTH MANAGEMENT LTD. | 104708 | $781.0M | $781.0M | 8 | 2026-06-30 | → |
| 834 | NEW VERNON WEALTH MANAGEMENT LLC | 164775 | $781.0M | $781.0M | 8 | 2026-03-31 | → |
| 835 | WATER ASSET MANAGEMENT, LLC | 151508 | $780.9M | $780.9M | 16 | 2026-05-31 | → |
| 836 | SIERRA SUMMIT ADVISORS LLC | 328151 | $780.8M | $780.8M | 7 | 2026-02-28 | → |
| 837 | PORTFOLIO MEDICS, LLC | 145958 | $780.5M | $780.5M | 75 | 2026-06-30 | → |
| 838 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | 286567 | $780.4M | $780.4M | 11 | 2026-03-31 | → |
| 839 | DSG CAPITAL ADVISORS, LLC | 332056 | $780.3M | $780.3M | 10 | 2026-03-31 | → |
| 840 | PRINCETON FUND ADVISORS, LLC | 157821 | $780.0M | $780.0M | 8 | 2026-03-31 | → |
| 841 | FAROPOINT VENTURES, LLC | 321107 | $780.0M | $780.0M | 116 | 2026-06-30 | → |
| 842 | LIPE & DALTON,INC. | 132737 | $779.9M | $779.9M | 2 | 2026-02-28 | → |
| 843 | SAFANAD INC. | 170969 | $779.8M | $779.8M | 31 | 2026-03-31 | → |
| 844 | WISDOM FINANCIAL SERVICES, L.L.C. | 127385 | $779.2M | $779.2M | 14 | 2026-02-28 | → |
| 845 | ARTIA GLOBAL PARTNERS LP | 322091 | $778.9M | $778.9M | 5 | 2026-03-31 | → |
| 846 | RAMSAY STATTMAN VELA & PRICE INC | 105156 | $778.5M | $778.5M | 7 | 2026-01-31 | → |
| 847 | M3F, INC. | 151191 | $778.2M | $778.2M | 6 | 2026-03-31 | → |
| 848 | LEGACY PARTNERS, LLC | 159473 | $777.9M | $777.9M | 4 | 2026-01-31 | → |
| 849 | GOALVEST ADVISORY LLC | 285374 | $777.6M | $777.6M | 10 | 2026-03-31 | → |
| 850 | ASTIRA CAPITAL PARTNERS LP | 327034 | $777.3M | $777.3M | 14 | 2026-03-31 | → |
| 851 | SNOW PHIPPS GROUP, LLC | 158024 | $777.1M | $777.1M | 2 | 2026-05-31 | → |
| 852 | STORMFIELD CAPITAL, LLC | 285486 | $776.4M | $776.4M | 24 | 2026-03-31 | → |
| 853 | MELD FINANCIAL, INC. | 118896 | $776.4M | $776.4M | 15 | 2026-03-31 | → |
| 854 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | 122212 | $776.0M | $776.0M | 12 | 2026-05-31 | → |
| 855 | BCM ADVISORS, LLC | 107946 | $775.7M | $775.7M | 9 | 2026-02-28 | → |
| 856 | GLOBAL VIEW CAPITAL MANAGEMENT LLC | 158292 | $775.2M | $775.2M | 122 | 2026-05-31 | → |
| 857 | GRAFINE CAPITAL HOLDINGS LLC | 309490 | $775.0M | $775.0M | 14 | 2026-03-31 | → |
| 858 | NEWGEN ASSET MANAGEMENT LIMITED | 163822 | $774.8M | $774.8M | 13 | 2026-01-31 | → |
| 859 | HABROK CAPITAL MANAGEMENT LLP | 157014 | $774.3M | $774.3M | 3 | 2026-06-30 | → |
| 860 | STRATEGIC VALUE BANK PARTNERS LLC | 282228 | $774.1M | $774.1M | 7 | 2026-03-31 | → |
| 861 | EMBASSY ASSET MANAGEMENT LP | 314768 | $774.0M | $774.0M | 11 | 2026-05-31 | → |
| 862 | AMPFIELD MANAGEMENT, L.P. | 292722 | $774.0M | $774.0M | 8 | 2026-04-30 | → |
| 863 | SATIS ASSET MANAGEMENT LTD | 336301 | $773.9M | $773.9M | 17 | 2026-06-30 | → |
| 864 | KLH CAPITAL PARTNERS, L.P. | 304294 | $773.9M | $773.9M | 20 | 2026-03-31 | → |
| 865 | T VENTURES MANAGEMENT CO, LTD. | 296775 | $773.9M | $773.9M | 5 | 2025-09-30 | → |
| 866 | THE LYME TIMBER COMPANY LLC | 171953 | $773.9M | $773.9M | 18 | 2026-03-31 | → |
| 867 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 152689 | $773.9M | $773.9M | 7 | 2026-02-28 | → |
| 868 | FORTHRIGHT WEALTH MANAGEMENT, LLC | 220515 | $773.4M | $773.4M | 10 | 2026-05-31 | → |
| 869 | JB INVESTMENTS MANAGEMENT, LLC | 309067 | $773.4M | $773.4M | 5 | 2026-03-31 | → |
| 870 | POTENTUM PARTNERS, L.P. | 311282 | $773.3M | $773.3M | 9 | 2026-03-31 | → |
| 871 | NORTH POINT PORTFOLIO MANAGERS CORPORATION | 111257 | $773.3M | $773.3M | 7 | 2026-03-31 | → |
| 872 | 4612 GROUP, LLC | 287619 | $773.3M | $773.3M | 9 | 2026-03-31 | → |
| 873 | ORG PARTNERS LLC | 312728 | $772.6M | $772.6M | 24 | 2025-08-31 | → |
| 874 | BRUTON CHISNELL ADVISORS, LLC | 293192 | $772.5M | $772.5M | 3 | 2026-03-31 | → |
| 875 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 285034 | $771.8M | $771.8M | 16 | 2026-04-30 | → |
| 876 | MTM FINANCIAL GROUP, LLC | 147221 | $771.6M | $771.6M | 16 | 2026-03-31 | → |
| 877 | SEABRIDGE INVESTMENT ADVISORS LLC | 108681 | $771.2M | $771.2M | 12 | 2026-06-30 | → |
| 878 | DRUCKER WEALTH 3.0, LLC | 328909 | $771.2M | $771.2M | 12 | 2026-05-31 | → |
| 879 | STANDPOINT ASSET MANAGEMENT, LLC | 305155 | $771.1M | $771.1M | 7 | 2026-03-31 | → |
| 880 | LANHAM ODELL & CO INC | 105708 | $771.0M | $771.0M | 12 | 2025-11-30 | → |
| 881 | PALO ALTO WEALTH ADVISORS, LLC | 285326 | $770.4M | $770.4M | 6 | 2025-03-31 | → |
| 882 | BLUE ZONE WEALTH ADVISORS, LLC | 305943 | $770.0M | $770.0M | 7 | 2026-03-31 | → |
| 883 | PROFESSIONAL FINANCIAL ADVISORS, LLC | 173719 | $769.8M | $769.8M | 12 | 2026-06-30 | → |
| 884 | RETIREMENT FUND MANAGEMENT, LLC | 126573 | $769.7M | $769.7M | 4 | 2026-04-30 | → |
| 885 | PERMANENT CAPITAL MANAGEMENT, LP | 328318 | $768.9M | $768.9M | 10 | 2026-04-30 | → |
| 886 | HOURGLASS CAPITAL, LLC | 147754 | $768.9M | $768.9M | 6 | 2026-04-30 | → |
| 887 | GRANT STREET ASSET MANAGEMENT INC | 106980 | $768.9M | $768.9M | 17 | 2026-04-30 | → |
| 888 | HENNION & WALSH ASSET MANAGEMENT, INC. | 126236 | $768.8M | $768.8M | 75 | 2026-03-31 | → |
| 889 | KRAFT, DAVIS & ASSOCIATES, LLC | 175085 | $768.5M | $768.5M | 13 | 2026-05-31 | → |
| 890 | WILSEY ASSET MANAGEMENT INCORPORATED | 130482 | $768.5M | $768.5M | 9 | 2026-03-31 | → |
| 891 | LODGE HILL CAPITAL, LLC | 165973 | $768.3M | $768.3M | 4 | 2026-03-31 | → |
| 892 | APAX PARTNERS US, LLC | 157110 | $768.3M | $768.3M | 133 | 2026-06-30 | → |
| 893 | SHAH CAPITAL MANAGEMENT, INC | 133941 | $768.0M | $768.0M | 4 | 2026-02-28 | → |
| 894 | URBAN FUND MANAGEMENT, LLC | 167491 | $767.8M | $767.8M | 67 | 2026-05-31 | → |
| 895 | COMMUNITY US FUND MANAGEMENT, INC. | 313802 | $767.6M | $767.6M | 6 | 2026-03-31 | → |
| 896 | COMPASS ADVISORY GROUP LLC | 288256 | $767.5M | $767.5M | 7 | 2026-02-28 | → |
| 897 | ACME, LLC | 168736 | $767.5M | $767.5M | 10 | 2026-03-31 | → |
| 898 | BENCHMARK PLUS MANAGEMENT, LLC | 127471 | $767.4M | $767.4M | 5 | 2026-03-31 | → |
| 899 | FLOWSTONE PARTNERS, LLC | 301768 | $767.4M | $767.4M | 7 | 2026-04-30 | → |
| 900 | IRONWOOD CAPITAL ADVISORS LLC | 321642 | $766.2M | $766.2M | 19 | 2026-03-31 | → |
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