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 | |
|---|---|---|---|---|---|---|---|
| 401 | ARROW CAPITAL PTY LTD | 317731 | $883.8M | $883.8M | 6 | 2025-09-30 | → |
| 402 | BASEPOINT WEALTH, LLC | 289538 | $883.8M | $883.8M | 24 | 2026-02-28 | → |
| 403 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | 167243 | $883.7M | $883.7M | 5 | 2026-03-31 | → |
| 404 | SAGE RHINO CAPITAL LLC | 290148 | $883.7M | $883.7M | 10 | 2026-03-31 | → |
| 405 | CASTELLAN GROUP, LLC | 299363 | $882.2M | $882.2M | 8 | 2026-03-31 | → |
| 406 | INTELLIGENCE DRIVEN ADVISERS, LLC | 299589 | $881.9M | $881.9M | 22 | 2026-03-31 | → |
| 407 | OPTAS, LLC | 299965 | $881.9M | $881.9M | 9 | 2026-03-31 | → |
| 408 | ALL STAR FINANCIAL LLC | 323765 | $881.7M | $881.7M | 14 | 2026-02-28 | → |
| 409 | XY INVESTMENT SOLUTIONS, LLC | 285967 | $881.5M | $881.5M | 65 | 2026-06-30 | → |
| 410 | FREEDOM ADVISORY, LLC | 147546 | $880.6M | $880.6M | 11 | 2026-02-28 | → |
| 411 | ROSCOMMON ANALYTICS LLC | 332346 | $880.6M | $880.6M | 95 | 2026-03-31 | → |
| 412 | LYONROSS CAPITAL MANAGEMENT, LLC | 156637 | $880.5M | $880.5M | 6 | 2026-03-31 | → |
| 413 | MARYLAND FINANCIAL GROUP, INC. | 122320 | $880.3M | $880.3M | 40 | 2025-06-30 | → |
| 414 | SPUR CAPITAL PARTNERS, LLC | 115959 | $879.9M | $879.9M | 9 | 2025-03-31 | → |
| 415 | BAYSHORE CAPITAL ADVISORS, LLC | 110209 | $879.2M | $879.2M | 12 | 2026-06-30 | → |
| 416 | PARK PLACE CAPITAL CORPORATION | 107952 | $879.2M | $879.2M | 20 | 2026-03-31 | → |
| 417 | TRANSATLANTIQUE PRIVATE WEALTH LLC | 169820 | $878.8M | $878.8M | 11 | 2026-04-30 | → |
| 418 | ALONGSIDE, LLC | 333587 | $878.6M | $878.6M | 3 | 2026-06-30 | → |
| 419 | CHATHAM CAPITAL GROUP INC | 106174 | $878.1M | $878.1M | 9 | 2026-05-31 | → |
| 420 | MILESTONE INVESTMENT ADVISORS, LLC | 168429 | $877.6M | $877.6M | 7 | 2026-05-31 | → |
| 421 | SEYMOUR ASSET MANAGEMENT LLC | 291768 | $877.5M | $877.5M | 1 | 2026-05-31 | → |
| 422 | NOESIS CAPITAL MANAGEMENT CORP | 110819 | $876.9M | $876.9M | 12 | 2026-03-31 | → |
| 423 | MONTZ HARCUS WEALTH MANAGEMENT LLC | 301963 | $876.3M | $876.3M | 10 | 2026-06-30 | → |
| 424 | BURT ASSOCIATES, INCORPORATED | 105211 | $876.2M | $876.2M | 15 | 2025-07-31 | → |
| 425 | TRUE GREEN CAPITAL MANAGEMENT LLC | 277052 | $876.2M | $876.2M | 34 | 2026-05-31 | → |
| 426 | ICON ADVISERS, INC. | 108268 | $875.9M | $875.9M | 14 | 2026-05-31 | → |
| 427 | CGC FINANCIAL SERVICES, LLC | 155446 | $875.8M | $875.8M | 13 | 2026-03-31 | → |
| 428 | GREEN CITIES INVESTMENT MANAGEMENT, LLC | 166263 | $875.0M | $875.0M | 16 | 2026-04-30 | → |
| 429 | RUNNING OAK CAPITAL LLC | 286656 | $874.7M | $874.7M | 2 | 2026-05-31 | → |
| 430 | BITKRAFT VENTURES MANAGEMENT, LLC | 305847 | $874.4M | $874.4M | 27 | 2026-03-31 | → |
| 431 | PASCAL INVESTMENT ADVISERS SA | 338038 | $874.3M | $874.3M | 7 | 2026-04-30 | → |
| 432 | LEISURE CAPITAL MANAGEMENT, INC. | 120374 | $874.0M | $874.0M | 10 | 2026-03-31 | → |
| 433 | SANDGLASS CAPITAL ADVISORS LLC | 299418 | $873.7M | $873.7M | 16 | 2026-03-31 | → |
| 434 | ATLAS WEALTH LLC | 321832 | $872.6M | $872.6M | 7 | 2026-04-30 | → |
| 435 | INTEGRITY GROWTH PARTNERS, L.P. | 307975 | $872.6M | $872.6M | 12 | 2026-03-31 | → |
| 436 | AFFINITY WEALTH MANAGEMENT LLC | 290735 | $872.5M | $872.5M | 17 | 2026-04-30 | → |
| 437 | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | 107326 | $872.2M | $872.2M | 12 | 2026-03-31 | → |
| 438 | MARQUETTE ASSET MANAGEMENT, LLC | 282482 | $871.6M | $871.6M | 7 | 2026-03-31 | → |
| 439 | B&T CAPITAL MANAGEMENT, INCORPORATED | 121703 | $871.4M | $871.4M | 9 | 2026-03-31 | → |
| 440 | MARLIN MANAGER, LLC | 310768 | $871.0M | $871.0M | 2 | 2026-03-31 | → |
| 441 | OAK GROVE CAPITAL, LLC | 165465 | $871.0M | $871.0M | 2 | 2026-03-31 | → |
| 442 | SECURE ASSET MANAGEMENT, L.L.C. | 144046 | $870.6M | $870.6M | 54 | 2026-06-30 | → |
| 443 | PRAIRIE MANAGEMENT COMPANY, L.P. | 155566 | $869.9M | $869.9M | 22 | 2026-03-31 | → |
| 444 | ATLAS CAPITAL MANAGEMENT CORP | 106107 | $869.8M | $869.8M | 9 | 2026-03-31 | → |
| 445 | PINE VALLEY CAPITAL PARTNERS LLC | 330556 | $869.6M | $869.6M | 10 | 2026-03-31 | → |
| 446 | REDW WEALTH LLC | 109446 | $869.2M | $869.2M | 15 | 2026-05-31 | → |
| 447 | CANOPY PARTNERS, LLC | 324812 | $869.0M | $869.0M | 7 | 2026-03-31 | → |
| 448 | BRIDGEWEALTH ADVISORY GROUP, LLC | 293514 | $868.9M | $868.9M | 10 | 2026-03-31 | → |
| 449 | BG INVESTMENT SERVICES, INC. | 281716 | $868.5M | $868.5M | 7 | 2026-01-31 | → |
| 450 | ASPEN RENEWABLE INVESTMENTS, L.L.C. | 334812 | $868.4M | $868.4M | 6 | 2026-04-30 | → |
| 451 | CIRCLE ADVISERS INC | 110818 | $868.2M | $868.2M | 8 | 2025-12-31 | → |
| 452 | INTEGRITY FINANCIAL CORPORATION | 137125 | $868.1M | $868.1M | 21 | 2026-03-31 | → |
| 453 | PARK CAPITAL MANAGEMENT, LLC | 158965 | $868.0M | $868.0M | 9 | 2026-03-31 | → |
| 454 | HIGHLINE WEALTH PARTNERS, LLC | 284712 | $867.9M | $867.9M | 17 | 2026-06-30 | → |
| 455 | TMB CAPITAL PARTNERS, LLC | 335750 | $867.8M | $867.8M | 6 | 2026-05-31 | → |
| 456 | VANTAGE FINANCIAL GROUP, INC. | 105950 | $866.9M | $866.9M | 60 | 2026-03-31 | → |
| 457 | LONG ARC CAPITAL LP | 290245 | $866.8M | $866.8M | 13 | 2026-04-30 | → |
| 458 | STORGE PARTNERS ECONOMIC STUDIES LLC | 305395 | $866.6M | $866.6M | 5 | 2026-02-28 | → |
| 459 | TSG ADVICE PARTNERS, LLC | 305999 | $866.5M | $866.5M | 16 | 2026-03-31 | → |
| 460 | THE MARSHALL FINANCIAL GROUP, INC | 110935 | $866.4M | $866.4M | 20 | 2025-03-31 | → |
| 461 | BERNARDO WEALTH PLANNING, LLC | 288705 | $866.4M | $866.4M | 14 | 2026-03-31 | → |
| 462 | CANTON HATHAWAY LLC | 297527 | $866.1M | $866.1M | 5 | 2026-03-31 | → |
| 463 | XA INVESTMENTS LLC | 284005 | $865.6M | $865.6M | 15 | 2026-03-31 | → |
| 464 | GRANITE FO, LLC | 323432 | $865.6M | $865.6M | 5 | 2026-03-31 | → |
| 465 | PATHFINDER WEALTH CONSULTING, INC. | 336658 | $865.5M | $865.5M | 17 | 2026-03-31 | → |
| 466 | CHARGER INVESTMENT PARTNERS LP | 307191 | $865.3M | $865.3M | 14 | 2026-03-31 | → |
| 467 | CARSON ADVISORY, INC. | 117410 | $864.9M | $864.9M | 7 | 2026-04-30 | → |
| 468 | TREO ASSET MANAGEMENT, LLC | 164982 | $864.7M | $864.7M | 18 | 2026-03-31 | → |
| 469 | BACKCAST PARTNERS MANAGEMENT LLC | 291785 | $864.4M | $864.4M | 16 | 2026-03-31 | → |
| 470 | MOODY ALDRICH PARTNERS, LLC | 106920 | $864.3M | $864.3M | 14 | 2026-05-31 | → |
| 471 | I80 GROUP LP | 304848 | $864.0M | $864.0M | 29 | 2026-03-31 | → |
| 472 | GREENROCK RESEARCH, INC. | 131825 | $863.9M | $863.9M | 6 | 2026-03-31 | → |
| 473 | LLOYD CAPITAL LLC | 158668 | $863.3M | $863.3M | 11 | 2026-03-31 | → |
| 474 | CARTESIAN CAPITAL GROUP, LLC | 159370 | $863.2M | $863.2M | 24 | 2026-03-31 | → |
| 475 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | $862.7M | $862.7M | 8 | 2026-03-31 | → |
| 476 | LEVEL FINANCIAL ADVISORS, INC. | 110641 | $862.7M | $862.7M | 15 | 2026-05-31 | → |
| 477 | GILL CAPITAL PARTNERS, LLC | 14559 | $862.4M | $862.4M | 17 | 2026-03-31 | → |
| 478 | GSG ADVISORS LLC | 131511 | $862.3M | $862.3M | 4 | 2026-03-31 | → |
| 479 | MCMILL WEALTH INC | 129015 | $862.3M | $862.3M | 50 | 2026-03-31 | → |
| 480 | FRONT STREET CAPITAL MANAGEMENT, INC. | 141974 | $862.0M | $862.0M | 6 | 2026-05-31 | → |
| 481 | THE HIGH NET WORTH ADVISORY GROUP, LLC | 309997 | $861.7M | $861.7M | 9 | 2026-01-31 | → |
| 482 | MERIDIAN MANAGEMENT CO | 110216 | $861.6M | $861.6M | 6 | 2026-03-31 | → |
| 483 | HALLE CAPITAL MANAGEMENT LP | 307156 | $861.5M | $861.5M | 11 | 2026-04-30 | → |
| 484 | ELITE WEALTH MANAGEMENT, INC. | 132122 | $861.3M | $861.3M | 5 | 2026-03-31 | → |
| 485 | KEYSTONE WEALTH SERVICES, LLC | 301924 | $860.7M | $860.7M | 11 | 2026-02-28 | → |
| 486 | EAGLE'S VIEW CAPITAL MANAGEMENT LLC | 160494 | $860.5M | $860.5M | 10 | 2026-03-31 | → |
| 487 | INVESCO PRIVATE CAPITAL, INC. | 107584 | $860.4M | $860.4M | 10 | 2026-03-31 | → |
| 488 | BRASS TAX WEALTH MANAGEMENT, INC. | 285249 | $860.2M | $860.2M | 29 | 2025-03-31 | → |
| 489 | 1CONFIRMATION GLOBAL, LLC | 295180 | $860.0M | $860.0M | 4 | 2026-06-30 | → |
| 490 | ATLAS PRIVATE WEALTH ADVISORS, LLC | 283744 | $859.8M | $859.8M | 29 | 2026-06-30 | → |
| 491 | WEALTHCARE INVESTMENT PARTNERS LLC | 296475 | $859.6M | $859.6M | 12 | 2026-03-31 | → |
| 492 | PROBITY ADVISORS, INC. | 121849 | $859.4M | $859.4M | 9 | 2026-03-31 | → |
| 493 | CANNAE PORTFOLIO ADVISORS, LLC | 310606 | $859.4M | $859.4M | 16 | 2026-04-30 | → |
| 494 | J.H. WHITNEY CAPITAL PARTNERS, LLC | 160547 | $859.3M | $859.3M | 4 | 2026-03-31 | → |
| 495 | SENGU CAPITAL LIMITED | 333451 | $859.1M | $859.1M | 6 | 2026-04-30 | → |
| 496 | PINNEY & SCOFIELD, INC. | 105365 | $858.7M | $858.7M | 4 | 2026-03-31 | → |
| 497 | BRIDGEINVEST LLC | 307343 | $858.6M | $858.6M | 33 | 2026-03-31 | → |
| 498 | CAMBIENT FAMILY OFFICE, LLC | 335128 | $857.9M | $857.9M | 6 | 2026-03-31 | → |
| 499 | ALLIANCE CONSUMER GROWTH, LLC | 163639 | $857.9M | $857.9M | 8 | 2026-04-30 | → |
| 500 | VIRGO INVESTMENT GROUP LLC | 157297 | $857.4M | $857.4M | 9 | 2026-03-31 | → |
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