Rialytix insights
RIAs With $100 Million to $500 Million in AUM
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in this AUM segment. This hub covers 7,040 matching firms with $1.8T in total reported AUM and median AUM of $233.4M.
Firms
7,040
Matching current profiles
Total AUM
$1.8T
Reported regulatory AUM
Median AUM
$233.4M
Across firms with AUM
Largest firm
$499.5M
Sabrepoint Capital Management
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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. 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 |
| 2. 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 |
| 3. Greenstone Partners, LLC CRD 136566 · Limited Liability Company | LARKSPUR, CA | $499.3M Mar 2026 | +$73.0M+17.1% | — | — | +$279.6M+127.2% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 4. 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 |
| 5. Evt Financial Advisors CRD 155268 · Corporation | ZURICH | $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 |
| 6. Presidio Capital Management, LLC CRD 304501 · Limited Liability Company | SAN DIEGO, CA | $498.9M Mar 2026 | +$210.8M+73.2% | +$270.3M+118.2% | — | +$259.3M+108.2% | +10 employees+250.0% over 3Y | +452 accounts+72.0% over 3Y |
| 7. Act Advisors CRD 173120 · Limited Liability Company | ASHEVILLE, NC | $498.9M Mar 2026 | +$64.9M+15.0% | +$109.0M+28.0% | +$230.9M+86.1% | — | -1 employees-9.1% over 3Y | +159 accounts+17.1% over 3Y |
| 8. 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 |
| 9. Clark Financial Services Group, INC. CRD 110650 · Corporation | CHESTERFIELD, MO | $498.7M Mar 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 |
| 10. Kahn Brothers Advisors LLC CRD 144368 · Limited Liability Company | NEW YORK, NY | $498.6M Mar 2026 | +$64.6M+14.9% | -$199.4M-28.6% | -$19.5M-3.8% | -$71.6M-12.6% | 0 employees+0.0% over 3Y | -55 accounts-13.5% over 3Y |
| 11. Blue Opal Capital, LLC CRD 315680 · Limited Liability Company | NEW YORK, NY | $498.5M Apr 2026 | — | — | — | +$176.6M+54.9% | 0 employees+0.0% over Total | +9 accounts+30.0% over Total |
| 12. Outrunner Capital, LLC CRD 331377 · Limited Liability Company | AUSTIN, TX | $498.5M Mar 2026 | +$326.4M+189.7% | — | — | — | +1 employees+33.3% over 1Y | +73 accounts+81.1% over 1Y |
| 13. 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 |
| 14. 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 |
| 15. Ruedi Wealth Management, INC. CRD 173262 · Corporation | CHAMPAIGN, IL | $498.0M Apr 2026 | +$66.0M+15.3% | +$163.9M+49.1% | +$207.3M+71.3% | — | 0 employees+0.0% over 3Y | +176 accounts+16.4% over 3Y |
| 16. 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 |
| 17. 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 |
| 18. 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 |
| 19. 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 |
| 20. 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 |
| 21. Eschler Asset Management LLP CRD 311807 · Limited Liability Partnership | LONDON | $497.2M Jun 2025 | +$44.6M+9.9% | +$36.5M+7.9% | — | +$428.9M+627.9% | +28 employees+215.4% over 3Y | +20 accounts+27.4% over 3Y |
| 22. Chelsea Management Company CRD 110399 · Corporation | WOODLAND HILLS, CA | $497.0M Jun 2025 | -$439.9K-0.1% | -$9.4M-1.8% | +$71.4M+16.8% | -$405.2M-44.9% | 0 employees+0.0% over 3Y | -32 accounts-12.5% over 3Y |
| 23. 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 |
| 24. The Milwealth Group, LLC CRD 108931 · Limited Liability Company | MILWAUKEE, WI | $496.9M Mar 2026 | +$61.1M+14.0% | +$95.8M+23.9% | +$142.2M+40.1% | +$288.5M+138.5% | -1 employees-11.1% over 3Y | +59 accounts+7.7% over 3Y |
| 25. Rr Advisors, LLC CRD 130609 · Limited Liability Company | DALLAS, TX | $496.8M Mar 2026 | -$258.2M-34.2% | -$129.7M-20.7% | -$332.1M-40.1% | -$455.6M-47.8% | +1 employees+14.3% over 3Y | -2 accounts-16.7% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.