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 | |
|---|---|---|---|---|---|---|---|
| 101 | ZENITH AM | 173046 | $963.6M | $963.6M | 18 | 2026-04-30 | → |
| 102 | AMI INVESTMENT MANAGEMENT INC | 106321 | $963.6M | $963.6M | 6 | 2026-03-31 | → |
| 103 | BOONE CAPITAL MANAGEMENT LLC | 316230 | $963.2M | $963.2M | 5 | 2026-03-31 | → |
| 104 | EVERNEST FINANCIAL ADVISORS | 328161 | $963.0M | $963.0M | 6 | 2026-03-31 | → |
| 105 | BISON CAPITAL ASSET MANAGEMENT, LLC | 160562 | $962.5M | $962.5M | 12 | 2026-03-31 | → |
| 106 | PARTNERS FOR GROWTH MANAGERS, LLC | 163495 | $962.2M | $962.2M | 21 | 2026-03-31 | → |
| 107 | CACHE ADVISORS LLC | 323063 | $962.1M | $962.1M | 15 | 2026-05-31 | → |
| 108 | INTELLIGENT WEALTH SOLUTIONS LLC | 300403 | $961.0M | $961.0M | 6 | 2026-03-31 | → |
| 109 | WHITE DEER MANAGEMENT LLC | 161361 | $960.8M | $960.8M | 9 | 2026-03-31 | → |
| 110 | THE PACIFIC CENTER FOR FINANCIAL SERVICES | 104557 | $960.6M | $960.6M | 4 | 2026-06-30 | → |
| 111 | FOLIUM CAPITAL LP | 284801 | $960.3M | $960.3M | 10 | 2026-03-31 | → |
| 112 | CLEARLIST CAPITAL LLC | 329206 | $959.8M | $959.8M | 8 | 2026-06-30 | → |
| 113 | KINGDON CAPITAL MANAGEMENT, L.L.C. | 157509 | $959.8M | $959.8M | 19 | 2026-03-31 | → |
| 114 | SPC MANAGEMENT CO., INC. | 157259 | $959.6M | $959.6M | 18 | 2026-03-31 | → |
| 115 | ROEHL & YI INVESTMENT ADVISORS, LLC | 109258 | $959.4M | $959.4M | 16 | 2026-03-31 | → |
| 116 | MARIDEA WEALTH MANAGEMENT LLC | 325523 | $958.7M | $958.7M | 48 | 2026-06-30 | → |
| 117 | MILITIA CAPITAL MANAGEMENT, LLC | 335763 | $958.6M | $958.6M | 7 | 2026-05-31 | → |
| 118 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | 116891 | $958.1M | $958.1M | 19 | 2026-03-31 | → |
| 119 | CORTLAND ASSOCIATES INC | 104681 | $958.0M | $958.0M | 7 | 2026-03-31 | → |
| 120 | EOS MANAGEMENT, L.P. | 158090 | $957.1M | $957.1M | 18 | 2026-03-31 | → |
| 121 | CORSAIR CAPITAL MANAGEMENT, L.P. | 157029 | $957.0M | $957.0M | 3 | 2026-03-31 | → |
| 122 | COMVEST CREDIT MANAGERS, LLC | 322342 | $956.8M | $956.8M | 150 | 2026-03-31 | → |
| 123 | VCC ADVISORS, LLC | 301023 | $956.8M | $956.8M | 78 | 2026-03-31 | → |
| 124 | PIONEER FAMILY OFFICE, LLC | 142856 | $956.8M | $956.8M | 5 | 2026-04-30 | → |
| 125 | MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. | 168333 | $956.4M | $956.4M | 10 | 2026-03-31 | → |
| 126 | FOCUS INVESTMENT ADVISORS, INC | 109970 | $956.2M | $956.2M | 7 | 2026-03-31 | → |
| 127 | RUDIUS MANAGEMENT, L.P. | 305465 | $955.8M | $955.8M | 5 | 2026-03-31 | → |
| 128 | THORNTREE CAPITAL PARTNERS LP | 283643 | $955.3M | $955.3M | 9 | 2026-03-31 | → |
| 129 | FORESIGHT GLOBAL INVESTORS, INC. | 281818 | $955.2M | $955.2M | 6 | 2026-03-31 | → |
| 130 | CDAM (UK) LTD | 169319 | $953.7M | $953.7M | 10 | 2026-06-30 | → |
| 131 | TARBOX FAMILY OFFICE, INC. | 106079 | $953.7M | $953.7M | 8 | 2026-03-31 | → |
| 132 | RADIANX CAPITAL, LLC | 298178 | $953.6M | $953.6M | 5 | 2026-03-31 | → |
| 133 | ARVIN CAPITAL MANAGEMENT LP | 315672 | $953.4M | $953.4M | 7 | 2026-03-31 | → |
| 134 | SLOW CAPITAL, INC. | 286688 | $953.3M | $953.3M | 4 | 2026-02-28 | → |
| 135 | BUILDER INVESTMENT GROUP INC | 107671 | $952.5M | $952.5M | 6 | 2026-03-31 | → |
| 136 | ONDO CAPITAL MANAGEMENT LLC | 325197 | $952.5M | $952.5M | 35 | 2026-05-31 | → |
| 137 | D.B. ROOT & COMPANY, LLC | 188512 | $952.4M | $952.4M | 22 | 2026-06-30 | → |
| 138 | MARTIN, JAVAN VON | 335035 | $952.3M | $952.3M | 1 | 2026-03-31 | → |
| 139 | CONVERIUM CAPITAL INC. | 312880 | $952.1M | $952.1M | 12 | 2026-03-31 | → |
| 140 | LEGACY FINANCIAL STRATEGIES, LLC | 283553 | $952.0M | $952.0M | 16 | 2026-02-28 | → |
| 141 | CORNERSTONE PLANNING GROUP INC. | 307189 | $951.8M | $951.8M | 21 | 2026-04-30 | → |
| 142 | CCM INVESTMENT GROUP, LLC | 327915 | $951.6M | $951.6M | 3 | 2025-03-31 | → |
| 143 | AMERICAN FINANCIAL ADVISORS, LLC. | 115824 | $950.2M | $950.2M | 7 | 2026-05-31 | → |
| 144 | BRICKLEY WEALTH MANAGEMENT | 287487 | $950.1M | $950.1M | 7 | 2026-05-31 | → |
| 145 | EVERVIEW PARTNERS, L.P. | 334067 | $949.8M | $949.8M | 21 | 2026-03-31 | → |
| 146 | ROBOTTI & COMPANY ADVISORS, LLC | 128093 | $949.8M | $949.8M | 18 | 2026-03-31 | → |
| 147 | HCSF MANAGEMENT, LLC | 163598 | $949.4M | $949.4M | 13 | 2026-03-31 | → |
| 148 | GROUND SWELL CAPITAL, LLC | 159812 | $949.2M | $949.2M | 10 | 2026-03-31 | → |
| 149 | PETROCAP, LLC | 169688 | $949.1M | $949.1M | 15 | 2026-03-31 | → |
| 150 | SMI ADVISORY SERVICES, LLC | 137872 | $949.0M | $949.0M | 5 | 2026-01-31 | → |
| 151 | THE MOSAIC FINANCIAL GROUP, LLC | 109816 | $948.7M | $948.7M | 27 | 2026-03-31 | → |
| 152 | DESTINY WEALTH PARTNERS, LLC | 171346 | $947.3M | $947.3M | 26 | 2026-06-30 | → |
| 153 | HBC GROUP LLC. | 327012 | $946.9M | $946.9M | 1 | 2026-06-30 | → |
| 154 | AUXIER ASSET MANAGEMENT LLC | 107980 | $946.1M | $946.1M | 11 | 2026-03-31 | → |
| 155 | ALMANACK INVESTMENT PARTNERS, LLC | 282428 | $945.9M | $945.9M | 24 | 2026-04-30 | → |
| 156 | DGV SOLUTIONS LP | 174379 | $944.4M | $944.4M | 6 | 2026-03-31 | → |
| 157 | EDGBASTON INVESTMENT PARTNERS LLP | 148364 | $944.2M | $944.2M | 11 | 2026-06-30 | → |
| 158 | HAZELVIEW SECURITIES INC. | 293469 | $943.1M | $943.1M | 15 | 2026-03-31 | → |
| 159 | LAFAYETTE INVESTMENTS, INC. | 22471 | $942.8M | $942.8M | 7 | 2026-04-30 | → |
| 160 | ASHFORD ADVISORS, LLC | 114238 | $942.7M | $942.7M | 8 | 2026-03-31 | → |
| 161 | VESEY STREET CAPITAL PARTNERS, L.L.C. | 285544 | $942.0M | $942.0M | 15 | 2026-03-31 | → |
| 162 | EQ, LLC | 291033 | $941.7M | $941.7M | 15 | 2026-04-30 | → |
| 163 | HUTCHINSON CAPITAL MANAGEMENT | 106158 | $941.7M | $941.7M | 7 | 2026-03-31 | → |
| 164 | DISCIPLINED INVESTORS, L.L.C. | 114614 | $941.6M | $941.6M | 8 | 2026-03-31 | → |
| 165 | EMERALD ADVISORS, LLC | 305125 | $941.4M | $941.4M | 11 | 2026-02-28 | → |
| 166 | DF INVESTMENT MANAGER, LLC | 334742 | $940.8M | $940.8M | 79 | 2026-03-31 | → |
| 167 | FAGAN ASSOCIATES INC | 107562 | $940.7M | $940.7M | 7 | 2026-03-31 | → |
| 168 | RUDNEY ASSOCIATES, INC. | 110235 | $940.2M | $940.2M | 2 | 2026-03-31 | → |
| 169 | TAPROOT MANAGEMENT LP | 335061 | $940.1M | $940.1M | 22 | 2026-03-31 | → |
| 170 | DEVELOP CAPITAL PARTNERS, LP. | 338965 | $940.0M | $940.0M | 4 | 2026-01-31 | → |
| 171 | BLANKINSHIP & FOSTER, LLC | 104795 | $939.5M | $939.5M | 16 | 2026-03-31 | → |
| 172 | STRATTAM CAPITAL MANAGEMENT, LLC | 171845 | $938.7M | $938.7M | 13 | 2026-03-31 | → |
| 173 | ASCENSION CAPITAL ADVISORS, INC. | 109518 | $938.5M | $938.5M | 10 | 2026-06-30 | → |
| 174 | ROBERTS, GLORE & CO. | 109792 | $938.4M | $938.4M | 7 | 2026-03-31 | → |
| 175 | CEDAR STREET ASSET MANAGEMENT LLC | 285814 | $938.4M | $938.4M | 11 | 2026-03-31 | → |
| 176 | MAC ALPHA CAPITAL MANAGEMENT, LP | 311412 | $937.8M | $937.8M | 8 | 2026-03-31 | → |
| 177 | SIRIOS CAPITAL MANAGEMENT, L.P. | 160580 | $937.5M | $937.5M | 15 | 2026-03-31 | → |
| 178 | CC CAPITAL INSURANCE ADVISORS LLC | 334723 | $937.4M | $937.4M | 6 | 2026-06-30 | → |
| 179 | CUTTER AND COMPANY BROKERAGE, INC. | 22449 | $937.0M | $937.0M | 48 | 2025-04-30 | → |
| 180 | STONEBROOK PRIVATE LLC | 325434 | $937.0M | $937.0M | 11 | 2026-05-31 | → |
| 181 | BRILLIANCE ASSET MANAGEMENT LIMITED | 282553 | $936.5M | $936.5M | 19 | 2025-09-30 | → |
| 182 | PINNACLE WEALTH ADVISORS | 132634 | $936.5M | $936.5M | 6 | 2025-03-31 | → |
| 183 | RITTER DANIHER FINANCIAL ADVISORY LLC | 321827 | $936.5M | $936.5M | 15 | 2026-03-31 | → |
| 184 | DALAL STREET, LLC | 161471 | $936.3M | $936.3M | 3 | 2026-03-31 | → |
| 185 | ARA GC PARTNERS, LLC | 334354 | $935.9M | $935.9M | 23 | 2026-04-30 | → |
| 186 | HARTLINE INVESTMENT CORP. | 106923 | $935.5M | $935.5M | 6 | 2026-03-31 | → |
| 187 | HERONBRIDGE INVESTMENT MANAGEMENT LLP | 164314 | $935.3M | $935.3M | 11 | 2026-06-30 | → |
| 188 | FINANCIAL SOLUTIONS ADVISORY GROUP, INC. | 125218 | $935.0M | $935.0M | 10 | 2026-03-31 | → |
| 189 | CRANE ADVISORY LLC | 314432 | $934.6M | $934.6M | 12 | 2026-02-28 | → |
| 190 | UNITING WEALTH PARTNERS LLC | 332317 | $934.6M | $934.6M | 23 | 2026-06-30 | → |
| 191 | SANDLOT PARTNERS, LLC | 311409 | $934.5M | $934.5M | 18 | 2026-05-31 | → |
| 192 | TELESCOPE PARTNERS LLC | 286637 | $934.0M | $934.0M | 12 | 2026-03-31 | → |
| 193 | JOHNSON BIXBY & ASSOCIATES, LLC | 310839 | $933.7M | $933.7M | 15 | 2026-03-31 | → |
| 194 | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC | 104749 | $933.7M | $933.7M | 6 | 2026-03-31 | → |
| 195 | STRATEGIC EQUITY MANAGEMENT, INC. | 112142 | $933.5M | $933.5M | 11 | 2026-03-31 | → |
| 196 | TRAILS EDGE CAPITAL PARTNERS, LP | 335659 | $933.4M | $933.4M | 7 | 2026-04-30 | → |
| 197 | ESTABROOK CAPITAL MANAGEMENT LLC | 128856 | $933.3M | $933.3M | 10 | 2026-03-31 | → |
| 198 | TOSCAFUND ASSET MANAGEMENT LLP | 155132 | $933.3M | $933.3M | 26 | 2026-06-30 | → |
| 199 | BOS ASSET MANAGEMENT, LLC | 310632 | $933.2M | $933.2M | 11 | 2026-04-30 | → |
| 200 | CA FAMILY WEALTH LLC | 285229 | $933.0M | $933.0M | 5 | 2025-03-31 | → |
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