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Registered Investment Advisers With $500 Million to $999 Million in AUM
Explore registered investment advisers in this AUM segment using SEC Form ADV data. Compare 2,461 firms with $1.7T in total reported regulatory AUM and median AUM of $687.4M.
Firms
2,461
Matching current profiles
Total AUM
$1.7T
Reported regulatory AUM
Median AUM
$687.4M
Across firms with AUM
Largest firm
$999.2M
Entrypoint Capital, LLC
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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. Entrypoint Capital, LLC CRD 313946 · Limited Liability Company | NEW YORK, NY | $999.2M Oct 2026 | +$421.1M+72.9% | +$995.2M+24878.9% | +$995.2M+24878.9% | +$995.2M+24878.9% | -1 employees-9.1% over 3Y | +3 accounts+300.0% over 3Y |
| 2. Dawson Partners CRD 339430 · Corporation | NEW YORK, NY | $999.1M Oct 2026 | — | — | — | $0+0.0% | +6 employees+2.7% over Total | 0 accounts+0.0% over Total |
| 3. Palm Beach Capital Management III, LLC CRD 159611 · Limited Liability Company | WEST PALM BEACH, FL | $998.8M Mar 2026 | +$157.8M+18.8% | +$421.0M+72.9% | +$498.5M+99.7% | +$834.8M+508.9% | +3 employees+37.5% over 3Y | +4 accounts+40.0% over 3Y |
| 4. Henrickson Nauta Wealth Advisors, INC. CRD 141201 · Corporation | BELMONT, MI | $998.5M Sep 2026 | +$193.1M+24.0% | +$470.1M+89.0% | +$678.7M+212.2% | +$906.6M+987.1% | +4 employees+36.4% over 3Y | +593 accounts+39.0% over 3Y |
| 5. Tishman Capital Partners CRD 241788 · Limited Liability Company | NEW YORK, NY | $997.8M Mar 2026 | +$25.9M+2.7% | +$24.7M+2.5% | +$34.5M+3.6% | +$313.5M+45.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 6. Daybright Advisory Services, INC. CRD 133795 · Corporation | MIAMI, FL | $997.4M Mar 2026 | -$52.7M-5.0% | +$335.6M+50.7% | +$473.6M+90.4% | +$850.5M+579.1% | +2 employees+25.0% over 3Y | +368 accounts+112.2% over 3Y |
| 7. Passive Capital Management, LLC CRD 142870 · Limited Liability Company | SYRACUSE, NY | $996.9M Jan 2026 | +$133.2M+15.4% | +$169.3M+20.5% | +$374.7M+60.2% | +$824.9M+479.6% | +1 employees+14.3% over 3Y | -322 accounts-42.9% over 3Y |
| 8. Huizenga Capital Management, LLC CRD 156524 · Limited Liability Company | OAK BROOK, IL | $996.7M Mar 2026 | +$221.9M+28.6% | +$164.0M+19.7% | +$417.8M+72.2% | +$560.4M+128.4% | +1 employees+8.3% over 3Y | +5 accounts+31.3% over 3Y |
| 9. Galilei Investment Office LLP CRD 319352 · Limited Liability Partnership | LONDON, United Kingdom | $996.1M Mar 2026 | -$70.0M-6.6% | +$274.0M+37.9% | — | +$274.0M+37.9% | +4 employees+50.0% over 3Y | +17 accounts+81.0% over 3Y |
| 10. Commonwealth Financial Services CRD 324930 · Limited Liability Company | VIENNA, WV | $994.7M Aug 2026 | +$220.0M+28.4% | +$461.5M+86.6% | — | — | +2 employees+8.3% over 3Y | +1,310 accounts+35.5% over 3Y |
| 11. Omnia Family Wealth, LLC CRD 170909 · Limited Liability Company | AVENTURA, FL | $994.6M Jun 2026 | +$135.4M+15.8% | +$272.5M+37.7% | +$384.1M+62.9% | — | 0 employees+0.0% over 3Y | -867 accounts-48.5% over 3Y |
| 12. Lantz Financial LLC CRD 297573 · Limited Liability Company | NAPERVILLE, IL | $994.1M Sep 2026 | +$147.9M+17.5% | +$408.6M+69.8% | +$461.7M+86.7% | — | +4 employees+44.4% over 3Y | +509 accounts+18.6% over 3Y |
| 13. Five Arrows Managers (usa) LLC CRD 286195 · Limited Liability Company | NEW YORK, NY | $994.0M Mar 2026 | +$333.4K+0.0% | +$210.2M+26.8% | +$228.6M+29.9% | +$590.5M+146.3% | +22 employees+95.7% over 3Y | 0 accounts+0.0% over 3Y |
| 14. Mclean Asset Management Corp. CRD 108067 · Corporation | TYSONS, VA | $993.9M Oct 2026 | +$174.7M+21.3% | +$109.9M+12.4% | +$149.6M+17.7% | +$550.1M+124.0% | 0 employees+0.0% over 3Y | -553 accounts-26.9% over 3Y |
| 15. Syntheticfi LLC CRD 330200 · Limited Liability Company | SAN FRANCISCO, CA | $992.9M Apr 2026 | +$839.7M+548.1% | — | — | — | +8 employees+400.0% over 1Y | +477 accounts+324.5% over 1Y |
| 16. Kabouter Management, LLC CRD 153099 · Limited Liability Company | CHICAGO, IL | $992.5M Mar 2026 | +$593.6M+148.8% | -$918.8M-48.1% | -$4.4B-81.5% | +$748.6M+307.0% | -11 employees-42.3% over 3Y | -11 accounts-64.7% over 3Y |
| 17. Bayswater Management Company LP CRD 285290 · Limited Partnership | DENVER, CO | $991.5M Mar 2026 | -$897.3M-47.5% | -$1.5B-60.0% | -$112.8M-10.2% | +$749.4M+309.6% | -7 employees-28.0% over 3Y | +1 accounts+16.7% over 3Y |
| 18. Advisory Research INC CRD 108254 · Corporation | CHICAGO, IL | $991.3M Mar 2026 | +$269.8M+37.4% | -$494.0M-33.3% | -$1.7B-63.0% | -$5.6B-84.9% | -15 employees-51.7% over 3Y | +123 accounts+38.3% over 3Y |
| 19. Merit Capital Partners Management, L.l.c. CRD 156890 · Limited Liability Company | CHICAGO, IL | $991.1M Jul 2026 | -$135.2M-12.0% | -$199.0M-16.7% | -$317.3M-24.2% | +$102.2M+11.5% | +1 employees+5.6% over 3Y | -4 accounts-66.7% over 3Y |
| 20. Brown | Miller Wealth Management, LLC CRD 305742 · Limited Liability Company | MCLEAN, VA | $991.1M Sep 2026 | +$163.1M+19.7% | +$446.6M+82.0% | +$496.5M+100.4% | — | +4 employees+57.1% over 3Y | +534 accounts+24.6% over 3Y |
| 21. Riverview Research, LLC CRD 162318 · Limited Liability Company | INDEPENDENCE, OH | $990.8M Mar 2026 | +$142.0M+16.7% | +$204.5M+26.0% | +$378.2M+61.7% | +$865.3M+689.2% | 0 employees+0.0% over 3Y | +22 accounts+15.4% over 3Y |
| 22. Cander Asset Management CRD 337596 · Limited Partnership | NEW YORK, NY | $989.0M Mar 2026 | — | — | — | — | +2 employees+200.0% over Total | — |
| 23. Sculptor Advisors LLC CRD 319598 · Limited Liability Company | NEW YORK, NY | $989.0M Oct 2026 | +$192.4M+24.2% | +$838.5M+557.1% | — | — | +3 employees+0.9% over 3Y | 0 accounts+0.0% over 3Y |
| 24. Man Global Private Markets (usa) INC. CRD 284066 · Corporation | NEW YORK, NY | $988.2M Aug 2026 | -$502.0M-33.7% | -$1.7B-63.0% | -$1.4B-57.9% | +$385.3M+63.9% | -15 employees-60.0% over 3Y | -6 accounts-46.2% over 3Y |
| 25. Morris & Wells Wealth Management CRD 162411 · Limited Liability Company | CHARLOTTESVILLE, VA | $987.9M Mar 2026 | +$134.2M+15.7% | +$293.7M+42.3% | +$352.7M+55.5% | +$459.5M+87.0% | -2 employees-50.0% over 3Y | +62 accounts+26.3% 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.