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 | |
|---|---|---|---|---|---|---|---|
| 901 | BENCHMARK FINANCIAL WEALTH ADVISORS LLC | 287966 | $766.1M | $766.1M | 14 | 2026-05-31 | → |
| 902 | WISDOMTREE DIGITAL MANAGEMENT, INC. | 322139 | $766.0M | $766.0M | 6 | 2026-03-31 | → |
| 903 | COINFUND MANAGEMENT LLC | 312302 | $766.0M | $766.0M | 18 | 2026-06-30 | → |
| 904 | BLUE EDGE CAPITAL, LLC | 155613 | $765.1M | $765.1M | 5 | 2026-04-30 | → |
| 905 | ORANGE INVESTMENT ADVISORS, LLC | 289406 | $765.0M | $765.0M | 4 | 2026-03-31 | → |
| 906 | BUFFALO BUSINESS & ESTATE SERVICES LTD | 337303 | $764.9M | $764.9M | 15 | 2026-01-31 | → |
| 907 | INVESTMENT PERFORMANCE SERVICES LLC | 105527 | $763.7M | $763.7M | 34 | 2026-03-31 | → |
| 908 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | 120109 | $763.7M | $763.7M | 16 | 2026-03-31 | → |
| 909 | STONECASTLE ADVISORS, LLC | 132495 | $763.4M | $763.4M | 6 | 2026-03-31 | → |
| 910 | TREMONT REALTY CAPITAL LLC | 283569 | $763.3M | $763.3M | 22 | 2025-12-31 | → |
| 911 | JEPPSON WEALTH MANAGEMENT, LLC | 305552 | $763.2M | $763.2M | 7 | 2026-03-31 | → |
| 912 | PERENNIAL ADVISORS, LLC | 168859 | $761.9M | $761.9M | 5 | 2026-03-31 | → |
| 913 | SUMMIT WEALTH GROUP LLC | 282205 | $761.9M | $761.9M | 10 | 2026-03-31 | → |
| 914 | FSA INVESTMENT GROUP, LLC | 163641 | $761.8M | $761.8M | 12 | 2026-05-31 | → |
| 915 | OCEAN ENDOWMENT PARTNERS, LLC | 154518 | $761.5M | $761.5M | 2 | 2026-03-31 | → |
| 916 | STEMPOINT CAPITAL LP | 324248 | $761.3M | $761.3M | 7 | 2026-03-31 | → |
| 917 | STERLING FINANCIAL PLANNING INC | 108664 | $760.8M | $760.8M | 8 | 2026-03-31 | → |
| 918 | AMERICAN WEALTH MANAGEMENT | 122205 | $760.5M | $760.5M | 9 | 2026-06-30 | → |
| 919 | SFG WEALTH MANAGEMENT, LLC | 285785 | $760.2M | $760.2M | 19 | 2026-04-30 | → |
| 920 | CYPRIUM INVESTMENT PARTNERS LLC | 160746 | $760.2M | $760.2M | 19 | 2026-03-31 | → |
| 921 | INDEPENDENT FAMILY OFFICE, LLC | 144811 | $760.1M | $760.1M | 19 | 2026-04-30 | → |
| 922 | SLWA, LLC | 309506 | $760.0M | $760.0M | 6 | 2026-03-31 | → |
| 923 | SCIENCAST MANAGEMENT LP | 271030 | $760.0M | $760.0M | 4 | 2026-04-30 | → |
| 924 | HUGHES FINANCIAL SERVICES, LLC | 173195 | $759.8M | $759.8M | 12 | 2026-02-28 | → |
| 925 | INVEX ADVISORS LLC | 164519 | $759.3M | $759.3M | 8 | 2026-03-31 | → |
| 926 | STRONG TOWER ADVISORY SERVICES LLC | 315106 | $759.2M | $759.2M | 9 | 2026-02-28 | → |
| 927 | US AGRICULTURE, LLC | 282576 | $759.1M | $759.1M | 14 | 2026-03-31 | → |
| 928 | PROVIDENT WEALTH MANAGEMENT, LLC | 130417 | $758.5M | $758.5M | 9 | 2026-03-31 | → |
| 929 | HARVEST INVESTMENT SERVICES, LLC | 159390 | $758.4M | $758.4M | 38 | 2026-05-31 | → |
| 930 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | 107777 | $758.3M | $758.3M | 8 | 2026-03-31 | → |
| 931 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | 121399 | $758.1M | $758.1M | 15 | 2026-05-31 | → |
| 932 | THE FAMILY FIRM, INC. | 105270 | $757.8M | $757.8M | 10 | 2025-03-31 | → |
| 933 | SHREWSBURY RIVER CAPITAL LP | 289785 | $757.5M | $757.5M | 7 | 2026-03-31 | → |
| 934 | RIVA RIDGE CAPITAL MANAGEMENT LP | 137716 | $757.5M | $757.5M | 8 | 2026-03-31 | → |
| 935 | SUMMIT STREET CAPITAL MANAGEMENT, LLC | 160129 | $757.5M | $757.5M | 5 | 2026-03-31 | → |
| 936 | PARATUS FINANCIAL, INC. | 133361 | $757.4M | $757.4M | 8 | 2026-03-31 | → |
| 937 | PROSTAR CAPITAL (US) LLC | 166523 | $757.4M | $757.4M | 9 | 2026-03-31 | → |
| 938 | MILL HILL CAPITAL LLC | 269882 | $757.2M | $757.2M | 6 | 2026-03-31 | → |
| 939 | HI-LINE CAPITAL MANAGEMENT, LLC | 149522 | $756.6M | $756.6M | 5 | 2026-04-30 | → |
| 940 | G2 CAPITAL MANAGEMENT, LLC | 286521 | $756.5M | $756.5M | 6 | 2026-03-31 | → |
| 941 | MOLLER WEALTH PARTNERS, INC. | 110493 | $755.9M | $755.9M | 7 | 2026-02-28 | → |
| 942 | BLUE FIN CAPITAL, INC. | 108451 | $755.9M | $755.9M | 4 | 2026-03-31 | → |
| 943 | SAGEGUARD FINANCIAL GROUP, LLC | 160266 | $755.7M | $755.7M | 15 | 2026-05-31 | → |
| 944 | LIGHTHOUSE FINANCIAL LLC | 137277 | $755.6M | $755.6M | 1 | 2026-06-30 | → |
| 945 | TOTAL CLARITY WEALTH MANAGEMENT, INC | 142728 | $755.4M | $755.4M | 26 | 2026-03-31 | → |
| 946 | ALIGHT CAPITAL MANAGEMENT LP | 174705 | $754.4M | $754.4M | 6 | 2026-03-31 | → |
| 947 | ALTERNATIVE INVESTMENT RESOURCE, LLC | 288165 | $754.2M | $754.2M | 18 | 2026-05-31 | → |
| 948 | MILL ROAD CAPITAL MANAGEMENT LLC | 157095 | $753.8M | $753.8M | 12 | 2026-03-31 | → |
| 949 | SWEENEY & MICHEL, LLC | 282595 | $752.6M | $752.6M | 3 | 2026-03-31 | → |
| 950 | NAVPOINT FINANCIAL, INC. | 109432 | $752.2M | $752.2M | 7 | 2026-03-31 | → |
| 951 | BANYAN ALPHA INVESTMENT L.P. | 311857 | $751.9M | $751.9M | 5 | 2026-03-31 | → |
| 952 | BALLAST, INC. | 152695 | $751.5M | $751.5M | 12 | 2026-02-28 | → |
| 953 | NYMBUS CAPITAL INC. | 298214 | $751.5M | $751.5M | 12 | 2026-01-31 | → |
| 954 | ARK & TLK INVESTMENTS, LLC | 205512 | $751.4M | $751.4M | 10 | 2026-06-30 | → |
| 955 | GATOR CAPITAL MANAGEMENT, LLC | 147067 | $751.1M | $751.1M | 7 | 2026-04-30 | → |
| 956 | EWA, LLC | 308977 | $750.7M | $750.7M | 14 | 2026-02-28 | → |
| 957 | TILSON FINANCIAL GROUP INC | 110890 | $750.6M | $750.6M | 9 | 2026-02-28 | → |
| 958 | STEVENS, FOSTER FINANCIAL SERVICES, INC. | 115752 | $750.4M | $750.4M | 20 | 2026-03-31 | → |
| 959 | HOPWOOD FINANCIAL SERVICES, INC. | 127927 | $750.3M | $750.3M | 11 | 2026-03-31 | → |
| 960 | TORRAY INVESTMENT PARTNERS LLC | 105818 | $750.1M | $750.1M | 10 | 2026-06-30 | → |
| 961 | CAPITALIA (SUISSE) | 164222 | $750.0M | $750.0M | 6 | 2026-02-28 | → |
| 962 | VERDE CAPITAL MANAGEMENT, INC. | 147179 | $749.8M | $749.8M | 16 | 2026-02-28 | → |
| 963 | ROCKLINE WEALTH MANAGEMENT LLC | 324004 | $749.6M | $749.6M | 4 | 2026-02-28 | → |
| 964 | WESTWOOD ADVISORS, L.L.C | 132162 | $749.5M | $749.5M | 62 | 2026-04-30 | → |
| 965 | SPANOS BARBER JESSE & CO., LLC | 293841 | $749.4M | $749.4M | 19 | 2026-03-31 | → |
| 966 | CURRAN FINANCIAL PARTNERS, LLC | 281943 | $749.4M | $749.4M | 30 | 2026-03-31 | → |
| 967 | SOUTHERNSUN ASSET MANAGEMENT LLC | 154572 | $749.4M | $749.4M | 15 | 2026-03-31 | → |
| 968 | QTR FAMILY WEALTH, LLC | 331655 | $749.3M | $749.3M | 7 | 2026-03-31 | → |
| 969 | CYTIUM INVESTMENT MANAGEMENT, LLC | 327890 | $749.0M | $749.0M | 3 | 2026-04-30 | → |
| 970 | FLAGSHIP WEALTH ADVISORS, LLC. | 131962 | $748.6M | $748.6M | 7 | 2026-04-30 | → |
| 971 | LNK PARTNERS, LLC | 157725 | $748.6M | $748.6M | 2 | 2026-03-31 | → |
| 972 | CURAFIN ADVISORS, LLC | 329091 | $748.4M | $748.4M | 6 | 2026-03-31 | → |
| 973 | SFE INVESTMENT COUNSEL INC. | 145530 | $748.4M | $748.4M | 14 | 2025-12-31 | → |
| 974 | SHERBROOKE PARK ADVISERS LLC | 323576 | $748.3M | $748.3M | 5 | 2025-03-31 | → |
| 975 | PORTER WHITE INVESTMENT ADVISORS, INC. | 110876 | $748.2M | $748.2M | 7 | 2026-04-30 | → |
| 976 | WALLER FINANCIAL PLANNING GROUP, INC. | 159564 | $747.8M | $747.8M | 11 | 2026-03-31 | → |
| 977 | FIDUCIARY FAMILY OFFICE, LLC | 326990 | $747.7M | $747.7M | 3 | 2026-03-31 | → |
| 978 | PACIFICA CAPITAL INVESTMENTS LLC | 125790 | $747.6M | $747.6M | 4 | 2026-04-30 | → |
| 979 | AUTUMN GLORY PARTNERS, LLC | 288250 | $747.6M | $747.6M | 2 | 2026-03-31 | → |
| 980 | FOW PARTNERS, LP | 329051 | $747.3M | $747.3M | 25 | 2026-03-31 | → |
| 981 | PAX FINANCIAL GROUP, LLC | 284164 | $747.1M | $747.1M | 22 | 2026-06-30 | → |
| 982 | DUDLEY & SHANLEY, INC. | 157515 | $746.8M | $746.8M | 5 | 2026-03-31 | → |
| 983 | FINANCIAL INSIGHTS INC | 108797 | $746.7M | $746.7M | 16 | 2026-06-30 | → |
| 984 | CRCM L.P. | 160976 | $746.7M | $746.7M | 13 | 2026-04-30 | → |
| 985 | DISCIPLINE WEALTH SOLUTIONS, INC. | 315846 | $746.7M | $746.7M | 18 | 2026-06-30 | → |
| 986 | PARKSIDE ADVISORS LLC | 125553 | $746.5M | $746.5M | 9 | 2025-05-31 | → |
| 987 | SKYLANDS CAPITAL, LLC | 131183 | $746.5M | $746.5M | 9 | 2026-05-31 | → |
| 988 | TILLMAN HARTLEY LLC | 109479 | $746.3M | $746.3M | 5 | 2026-03-31 | → |
| 989 | DERBY LANE PARTNERS LP | 334739 | $746.3M | $746.3M | 12 | 2026-04-30 | → |
| 990 | BEACON FINANCIAL GROUP, INC. | 317775 | $745.9M | $745.9M | 7 | 2025-03-31 | → |
| 991 | SUMMIT INVESTMENT ADVISORY SERVICES, LLC | 168594 | $745.8M | $745.8M | 11 | 2026-02-28 | → |
| 992 | RUNNING POINT CAPITAL ADVISORS LLC | 306275 | $745.6M | $745.6M | 9 | 2026-03-31 | → |
| 993 | SEAMOUNT FINANCIAL GROUP INC | 107834 | $745.2M | $745.2M | 10 | 2026-03-31 | → |
| 994 | BEACON GLOBAL ADVISOR NETWORK, LLC | 288833 | $745.1M | $745.1M | 61 | 2026-03-31 | → |
| 995 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | 293020 | $745.1M | $745.1M | 7 | 2026-03-31 | → |
| 996 | FIREBIRD MANAGEMENT, LLC | 136559 | $745.0M | $745.0M | 9 | 2026-03-31 | → |
| 997 | PINEY LAKE CAPITAL MANAGEMENT LP | 290404 | $744.9M | $744.9M | 15 | 2026-03-31 | → |
| 998 | TREMBLANT CAPITAL LP | 138743 | $744.6M | $744.6M | 19 | 2026-03-31 | → |
| 999 | CUREWELL CAPITAL MANAGEMENT, LLC | 318142 | $744.3M | $744.3M | 7 | 2026-05-31 | → |
| 1000 | CARR FINANCIAL GROUP CORPORATION | 317321 | $744.2M | $744.2M | 9 | 2026-05-31 | → |
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