Rialytix insights
Registered Investment Advisers With $100 Million to $500 Million in AUM
Explore registered investment advisers in this AUM segment using SEC Form ADV data. Compare 7,659 firms with $1.9T in total reported regulatory AUM and median AUM of $225.6M.
Firms
7,659
Matching current profiles
Total AUM
$1.9T
Reported regulatory AUM
Median AUM
$225.6M
Across firms with AUM
Largest firm
$499.7M
Cypress Creek Partners
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Cypress Creek Partners CRD 129346 · Limited Partnership | AUSTIN, TX | $499.7M Jun 2026 | +$89.8M+21.9% | -$49.4M-9.0% | -$270.3M-35.1% | -$5.3B-91.4% | +1 employees+12.5% over 3Y | -1 accounts-6.3% over 3Y |
| 2. Sabrepoint Capital Management CRD 283638 · Limited Partnership | DALLAS, TX | $499.5M Mar 2026 | +$78.9M+18.7% | -$71.5M-12.5% | +$23.3M+4.9% | +$208.7M+71.8% | -1 employees-16.7% over 3Y | 0 accounts+0.0% over 3Y |
| 3. Stokes Capital Advisors, LLC CRD 281278 · Limited Liability Company | GREENWOOD, SC | $499.4M Feb 2026 | +$29.8M+6.4% | +$136.5M+37.6% | +$195.7M+64.4% | — | 0 employees+0.0% over 3Y | +7 accounts+0.9% over 3Y |
| 4. Greenstone Partners, LLC CRD 136566 · Limited Liability Company | LARKSPUR, CA | $499.3M Jun 2026 | +$73.0M+17.1% | — | — | +$279.6M+127.2% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 5. Elevated Capital Advisors, LLC CRD 226721 · Limited Liability Company | DRAPER, UT | $499.1M Mar 2026 | +$66.1M+15.3% | +$187.2M+60.0% | +$273.9M+121.6% | +$398.8M+397.3% | +22 employees+275.0% over 3Y | +289 accounts+13.5% over 3Y |
| 6. Evt Financial Advisors CRD 155268 · Corporation | ZURICH, Switzerland | $498.9M May 2026 | +$98.7M+24.7% | +$171.8M+52.5% | +$144.3M+40.7% | +$272.2M+120.0% | -1 employees-20.0% over 3Y | +4 accounts+3.3% over 3Y |
| 7. Presidio Capital Management, LLC CRD 304501 · Limited Liability Company | SAN DIEGO, CA | $498.9M Oct 2026 | +$101.4M+25.5% | +$240.5M+93.0% | — | +$259.3M+108.2% | +9 employees+180.0% over 3Y | +348 accounts+47.5% over 3Y |
| 8. Act Advisors CRD 173120 · Limited Liability Company | ASHEVILLE, NC | $498.9M Oct 2026 | +$64.9M+15.0% | +$185.8M+59.4% | +$182.5M+57.7% | — | -1 employees-9.1% over 3Y | +169 accounts+18.4% over 3Y |
| 9. Scientech Research LLC CRD 310615 · Limited Liability Company | JERSEY CITY, NJ | $498.8M Mar 2026 | -$277.3M-35.7% | — | — | +$59.0M+13.4% | +7 employees+38.9% over 1Y | -3 accounts-42.9% over 1Y |
| 10. Clark Financial Services Group, INC. CRD 110650 · Corporation | CHESTERFIELD, MO | $498.7M Jul 2026 | +$42.6M+9.3% | +$180.9M+56.9% | +$207.4M+71.2% | +$367.2M+279.2% | +1 employees+20.0% over 3Y | +172 accounts+10.0% over 3Y |
| 11. Kahn Brothers Advisors LLC CRD 144368 · Limited Liability Company | NEW YORK, NY | $498.6M Sep 2026 | +$64.6M+14.9% | -$199.4M-28.6% | -$19.5M-3.8% | -$71.6M-12.6% | -1 employees-16.7% over 3Y | -55 accounts-13.5% over 3Y |
| 12. Blue Opal Capital, LLC CRD 315680 · Limited Liability Company | NEW YORK, NY | $498.5M Sep 2026 | +$176.6M+54.9% | — | — | +$176.6M+54.9% | 0 employees+0.0% over 1Y | +9 accounts+30.0% over 1Y |
| 13. Arrowroot Family Office, LLC CRD 168744 · Limited Liability Company | MARINA DEL REY, CA | $498.5M Oct 2026 | +$124.6M+33.3% | +$246.7M+97.9% | +$345.3M+225.3% | +$345.3M+225.3% | +1 employees+5.9% over 3Y | +204 accounts+16.9% over 3Y |
| 14. Outrunner Capital, LLC CRD 331377 · Limited Liability Company | AUSTIN, TX | $498.5M Aug 2026 | +$265.3M+113.7% | — | — | — | -1 employees-20.0% over 1Y | +63 accounts+63.0% over 1Y |
| 15. Hastings Equity Partners, LLC CRD 167499 · Limited Liability Company | BOSTON, MA | $498.5M Mar 2026 | -$68.9M-12.1% | +$117.9M+31.0% | +$61.9M+14.2% | +$286.5M+135.1% | -1 employees-7.1% over 3Y | +1 accounts+20.0% over 3Y |
| 16. Jackson Financial Services, LLC CRD 132252 · Limited Liability Company | MT. PLEASANT, SC | $498.1M Mar 2026 | +$22.2M+4.7% | +$228.6M+84.8% | +$249.3M+100.2% | +$495.6M+20171.3% | 0 employees+0.0% over 3Y | +72 accounts+8.1% over 3Y |
| 17. Ruedi Wealth Management, INC. CRD 173262 · Corporation | CHAMPAIGN, IL | $498.0M Sep 2026 | +$66.0M+15.3% | +$163.9M+49.1% | +$190.6M+62.0% | — | 0 employees+0.0% over 3Y | +176 accounts+16.4% over 3Y |
| 18. Pitzl Financial CRD 171441 · Limited Liability Company | ARDEN HILLS, MN | $498.0M Feb 2026 | +$157.7M+46.3% | +$219.6M+78.9% | +$320.0M+179.9% | +$370.3M+290.0% | +2 employees+33.3% over 3Y | +620 accounts+48.7% over 3Y |
| 19. Xcel Wealth Management, LLC CRD 158863 · Limited Liability Company | HOLLY HILL, FL | $497.9M Feb 2026 | +$154.5M+45.0% | +$66.1M+15.3% | +$318.0M+176.8% | +$376.5M+309.9% | 0 employees+0.0% over 3Y | -374 accounts-30.7% over 3Y |
| 20. Socorro Asset Management CRD 304401 · Limited Partnership | DALLAS, TX | $497.9M Mar 2026 | -$9.9M-2.0% | -$172.7M-25.8% | +$149.4M+42.9% | — | 0 employees+0.0% over 3Y | +1 accounts+14.3% over 3Y |
| 21. William Madison Advisors, INC. CRD 294782 · Corporation | ABILENE, TX | $497.7M Mar 2026 | +$56.5M+12.8% | +$139.8M+39.1% | +$139.8M+39.1% | +$211.9M+74.1% | 0 employees+0.0% over 3Y | +1,129 accounts+213.4% over 3Y |
| 22. Schmidt Financial Management CRD 328247 · Corporation | KIRKLAND, WA | $497.5M Mar 2026 | +$85.4M+20.7% | — | — | — | +1 employees+16.7% over 1Y | +128 accounts+18.3% over 1Y |
| 23. Legeis Capital Advisors, LLC CRD 332943 · Limited Liability Company | GREAT NECK, NY | $497.4M Apr 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 24. Verdis Investment Management, LLC CRD 134445 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $497.0M Apr 2026 | -$990.2K-0.2% | +$44.9M+9.9% | +$71.5M+16.8% | +$156.6M+46.0% | -1 employees-8.3% over 3Y | 0 accounts+0.0% over 3Y |
| 25. The Milwealth Group, LLC CRD 108931 · Limited Liability Company | MILWAUKEE, WI | $496.9M Sep 2026 | +$61.1M+14.0% | +$158.7M+46.9% | +$142.2M+40.1% | +$288.5M+138.5% | -2 employees-20.0% over 3Y | +42 accounts+5.4% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.