Data / Investment advisers / $50 million to $100 million in AUM

Investment advisers with $50 million to $100 million in AUM: 481 firms

Name: Investment advisers with $50 million to $100 million in AUM
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

481 SEC registered investment advisers report between $50 million and $100 million in regulatory assets under management, $36.1 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Freeboard Capital, LLC with $99.9 million.

The request: Every investment adviser with AUM in the range $50 million to $100 million, with phone and website. $10 of work on sign-up, no card.

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481Advisers
481SEC registered
$36.1 billionTotal AUM
0Advisers over $100 million
122Manage private funds
November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. The first 300 of 481 are shown. Each row links to the firm page where it has one, and to its SEC record.

Adviser	State	City	AUM	Accounts	Employees	Private funds	Phone	Website	Source
Freeboard Capital, LLC			$99.9 million	19	2	Not listed		freeboardcapital.com	adviserinfo.sec.gov
Sundowner Capital Management LLC			$99.7 million	116	1	Not listed		sundownercapital.com	adviserinfo.sec.gov
Stonebridge Partners LLC	NY	White Plains	$99.4 million	14	4	14	(914) 682-2700	stonebridgepartners.com	adviserinfo.sec.gov
LW Capital Management, LLC			$99.4 million	3	1	2			adviserinfo.sec.gov
13d Management LLC	NY	New York	$99.4 million	1	8	Not listed	(212) 223-2282	13dmanagement.com	adviserinfo.sec.gov
Arex Capital Management, LP	NY	New York	$99.4 million	12	6	2	(646) 679-4000	arexcapital.com	adviserinfo.sec.gov
Merion Realty Advisers, LLC	PA	Wynnewood	$99.3 million	3	9	3	(610) 896-3000	merionrealtypartners.com	adviserinfo.sec.gov
Waterfront Capital Partners LLC	NY	New York	$99.3 million	2	4	1	(212) 554-4099		adviserinfo.sec.gov
Bergen Park Capital Management, LLC	MT	Bigfork	$99.3 million	12	5	1	(954) 980-5626	bergenparkcapital.com	adviserinfo.sec.gov
CAZ GP Stakes Adviser LLC	TX	Houston	$99 million	1	83	Not listed	(713) 403-8250		adviserinfo.sec.gov
Granite Value Capital, LLC	NH	Hanover	$98.9 million	183	3	Not listed	(603) 643-0770	granitevaluecapital.com	adviserinfo.sec.gov
Synergy Capital	CO	Fort Collins	$98.8 million	213	2	Not listed	(970) 837-3088	synergy-colorado.com	adviserinfo.sec.gov
Third Sigma Investment Advisors LLC	DE	Wilmington	$98.8 million	130	4	Not listed	(302) 656-1111	thirdsigmaadvisors.com	adviserinfo.sec.gov
Lake Road Advisors, LLC	NY	Corning	$98.8 million	137	2	Not listed	(607) 438-2914		adviserinfo.sec.gov
Investor's Advantage			$98.7 million	202	2	Not listed			adviserinfo.sec.gov
Luther Forest Wealth Advisors, L.L.C.	NY	Malta	$98.6 million	471	3	Not listed	(518) 899-5904	lutherforestwealthadvisors.com	adviserinfo.sec.gov
Blue Sky Asset Management, LLC	CO	Englewood	$98.6 million	3	1	Not listed	(303) 552-0945	bsam.com	adviserinfo.sec.gov
Timbuktu Capital Management, LLC	MA	Boston	$98.6 million	344	3	Not listed	(857) 419-3809		adviserinfo.sec.gov
Backbone Planning Partners LLC	NV	Las Vegas	$98.4 million	360	4	Not listed	702569716	backboneplanning.com	adviserinfo.sec.gov
Garrett Nagle & Co., Inc.	MA	Woburn	$98.4 million	144	4	Not listed	(617) 737-9090	garrettnagle.com	adviserinfo.sec.gov
Gallatin & Company, LLC	FL	Vero Beach	$98.1 million	53	1	Not listed	(772) 231-9607		adviserinfo.sec.gov
Swan Wealth Advisors, LLC	CO	Durango	$98 million	47	2	Not listed	(970) 382-8901	swanglobalinvestments.com	adviserinfo.sec.gov
Muzinich Direct Lending Adviser, LLC	NY	New York	$98 million	1	48	Not listed	(212) 888-3413	muzinich.com	adviserinfo.sec.gov
Upright Financial Corp			$98 million	36	4	1			adviserinfo.sec.gov
Lemnis Capital	TX	Richardson	$97.9 million	352	13	Not listed	(972) 928-6196		adviserinfo.sec.gov
Baytrust Wealth Management, LLC	FL	Tampa	$97.7 million	299	5	Not listed	(813) 820-0069	baytrust.com	adviserinfo.sec.gov
Burren Capital Advisors Limited	Gibraltar	Europort	$97.7 million	2	5	1	+350 200 68880	burrencap.com	adviserinfo.sec.gov
Snow Financial Management, LLC			$97.6 million	141	4	Not listed		snowfinancialmanagement.com	adviserinfo.sec.gov
Taverik Capital, LLC	SC	Greenville	$97.5 million	124	10	4	(864) 967-9838	taverik.com	adviserinfo.sec.gov
Phoenix International Investments LLC	NH	Nashua	$97.5 million	27	3	Not listed	(603) 589-4033	phnxintl.com	adviserinfo.sec.gov
Manispace Capital	NY	New York	$97.4 million	1	5	Not listed	(609) 712-6527		adviserinfo.sec.gov
Aspire Strategist Portfolios LLC	NY	New York	$97.3 million	423	5	Not listed	(212) 292-3177	aspiresp.com	adviserinfo.sec.gov
Amberlake Partners Sam	Monaco	Monaco	$97.1 million	14	7	Not listed	+37792001710	amberlakepartners.com	adviserinfo.sec.gov
Berkshire Advisors, Inc.	PA	Wyomissing	$97.1 million	238	2	Not listed	(610) 376-6970	berkshireadvisors.net	adviserinfo.sec.gov
Stratacore Capital Management, LLC.	NY	New York	$97 million	166	2	Not listed	(646) 846-6500	stratacoremgmt.com	adviserinfo.sec.gov
Box Financial Advisors, LLC	TX	Grapevine	$96.9 million	932	4	1	(817) 865-1811		adviserinfo.sec.gov
RVX Asset Management LLC	FL	Aventura	$96.8 million	3	4	1	(305) 363-6847	rvx-am.com	adviserinfo.sec.gov
Uob Global Capital LLC	NY	New York	$96.8 million	3	7	3	(212) 398-6633	uobglobal.com	adviserinfo.sec.gov
Scott Conyers Capital Management, Inc.			$96.7 million	27	1	Not listed			adviserinfo.sec.gov
CK Advisors, LLC			$96.7 million	47	2	Not listed			adviserinfo.sec.gov
Vulpes Investment Management Private Limited	Singapore	Singapore	$96.5 million	4	8	Not listed	(656) 538-1998	vulpesinvest.com	adviserinfo.sec.gov
Israel Investment Advisors, LLC	CO	Denver	$96.3 million	8	4	1	(303) 861-3798	israelinvestmentadvisors.com	adviserinfo.sec.gov
Pacific Wealth Advisory Services LLC	CA	Danville	$96.3 million	532	2	Not listed	(925) 838-7566	pacificwealthadvisory.net	adviserinfo.sec.gov
Capital Design Private Wealth LLC	NH	Portsmouth	$96 million	480	2	Not listed	(603) 610-8290	capitaldesignpw.com	adviserinfo.sec.gov
Eastward Capital Partners, LLC	MA	West Newton	$96 million	8	12	6	(617) 969-6700	eastwardcp.com	adviserinfo.sec.gov
Nexpoint Insurance Solutions, L.P.	TX	Dallas	$95.7 million	6	4	Not listed	(214) 276-6300		adviserinfo.sec.gov
Basa Advisors	TX	Dallas	$95.7 million	1	14	1	(214) 559-4200	basaresources.com	adviserinfo.sec.gov
Burke Wealth Management, LLC	TX	Houston	$95.2 million	128	3	Not listed	(713) 933-5402	burkewealthmanagement.com	adviserinfo.sec.gov
Steward Capital Management	MI	Bloomfield Hills	$95.1 million	116	5	2	(248) 647-5990	stewardcapital.com	adviserinfo.sec.gov
SM Investors	NY	New York	$95.1 million	7	2	4	(212) 297-2555	sminvestors.com	adviserinfo.sec.gov
Nosuris, Inc.	NY	Lynbrook	$95 million	450	2	Not listed	(516) 887-7788	odifinancial.com	adviserinfo.sec.gov
Wise Money Israel	Israel	Binyamina	$94.9 million	193	2	Not listed	+972-79-6984545		adviserinfo.sec.gov
Abraham Trading Company	TX	Canadian	$94.9 million	1	7	Not listed	(806) 323-8000		adviserinfo.sec.gov
Lyon Capital Management, LLC	NY	Pittsford	$94.8 million	162	3	Not listed	(585) 248-9821		adviserinfo.sec.gov
Lion Capital Advisors LLC	FL	Miami	$94.8 million	31	3	Not listed	(305) 849-5222		adviserinfo.sec.gov
GSB Capital, LLC			$94.8 million	2	1	Not listed			adviserinfo.sec.gov
Saxon Securities LLC	CA	San Francisco	$94.6 million	25	2	Not listed	(415) 820-5312	saxonsecurities.com	adviserinfo.sec.gov
Wingspan Capital, LLC	NY	New York	$94.5 million	27	1	6	(917) 722-3883	wingspanfund.com	adviserinfo.sec.gov
Sebetic Advisors, LLC			$94.4 million	124	1	Not listed		sebeticadvisors.com	adviserinfo.sec.gov
Saddock Wealth, LLC	TX	Dallas	$94.3 million	93	9	Not listed	(972) 437-5201	saddockwealth.com	adviserinfo.sec.gov
Circle N Advisors, LLC	NY	Fishkill	$94.2 million	106	3	Not listed	(845) 897-1560		adviserinfo.sec.gov
Bayridge Financial Group, Inc.	NY	Rockville Centre	$94.2 million	488	5	Not listed	(718) 833-4901	bayridgefinancialgroup.com	adviserinfo.sec.gov
Luesink Stenstrom Financial	NY	New York	$94.1 million	169	2	Not listed	(212) 405-1609	luesinkstenstrom.com	adviserinfo.sec.gov
Gravity Capital Management LLC	NY	New York	$94 million	36	2	Not listed	(917) 558-4968		adviserinfo.sec.gov
Target Rock Wealth Management, LLC	NY	New York	$94 million	89	4	Not listed	(914) 580-4530		adviserinfo.sec.gov
Walnut Investment Services LLC	NY	Brooklyn	$94 million	308	2	Not listed	(718) 788-1972	walnutfund.com	adviserinfo.sec.gov
Henley & Company Wealth Management LLC	NY	Uniondale	$93.9 million	108	6	Not listed	(516) 794-5520	henleyandcompany.com	adviserinfo.sec.gov
Voss Wealth Management	NY	Endicott	$93.9 million	148	1	Not listed	(607) 444-2234	vosswealth.com	adviserinfo.sec.gov
Cove Street Capital, LLC	CA	Hermosa Beach	$93.8 million	18	2	1	(424) 221-5897	covestreetcapital.com	adviserinfo.sec.gov
Statetrust Capital, LLC.	FL	Boca Raton	$93.7 million	238	4	Not listed	(305) 921-8101	statetrust.com	adviserinfo.sec.gov
Capital Q Management LLC	FL	Maitland	$93.4 million	2	2	1	(407) 307-2277	capitalqventures.com	adviserinfo.sec.gov
Oelschlager Investments	OH	Akron	$93.3 million	26	4	Not listed	(330) 664-9920		adviserinfo.sec.gov
Midas Management Corporation	NH	Walpole	$93.2 million	3	10	Not listed	(212) 785-0900		adviserinfo.sec.gov
Mon Capital Management LLC	NY	New York	$93.2 million	12	2	Not listed	(646) 643-5540		adviserinfo.sec.gov
Compass Investments LLC	PA	Pittsburgh	$93.2 million	418	5	Not listed	(570) 916-2208	compassinvestmentsllc.com	adviserinfo.sec.gov
First Associated Investment Advisors, Inc.	MN	Duluth	$93.1 million	1	4	Not listed	(218) 722-8248	tebergfund.com	adviserinfo.sec.gov
Leh II Management LLC	CO	Englewood	$93.1 million	1	12	1	(720) 909-6608	lincolnenergypartners.net	adviserinfo.sec.gov
Wealthspan Investment Management, LLC	MI	Grand Rapids	$93.1 million	448	5	Not listed	(616) 655-1696	wealthspanim.com	adviserinfo.sec.gov
Thinking Big Financial	NY	Brooklyn	$93 million	395	2	Not listed	(973) 224-1145		adviserinfo.sec.gov
Oppenheimer + Close, LLC	NY	New York	$93 million	127	5	Not listed	(212) 489-7527	oppvest.com	adviserinfo.sec.gov
Peak Financial Planning	CA	Canoga Park	$93 million	300	8	Not listed	(818) 600-6099	thepeakfp.com	adviserinfo.sec.gov
Tru Independence Asset Management 2, LLC	OR	Portland	$92.7 million	205	17	Not listed	(971) 371-3444		adviserinfo.sec.gov
3roots Wealth Partners LLC	AZ	Scottsdale	$92.6 million	405	3	Not listed	(402) 980-1525		adviserinfo.sec.gov
Vault Fiduciary LLC			$92.5 million	2	1	Not listed			adviserinfo.sec.gov
Tekmen Wells LLC	NY	New York	$92.4 million	66	2	Not listed	(646) 760-4770		adviserinfo.sec.gov
Xalts	PA	Philadelphia	$92.3 million	1	7	1	(215) 567-1100	xponancealts.com	adviserinfo.sec.gov
Family Partners Capital, LLC	MA	Hamilton	$92.3 million	196	2	Not listed	(978) 712-2990	familypartnerscapital.com	adviserinfo.sec.gov
Iwc Asset Management LLC			$92.1 million	160	1	Not listed		iwcasset.com	adviserinfo.sec.gov
Mundoval Capital Management, Inc.	CA	LA Jolla	$91.9 million	117	3	Not listed	(858) 454-4837	mundoval.com	adviserinfo.sec.gov
Reciprocal Capital			$91.9 million	7	1	1		reciprocalcapital.com	adviserinfo.sec.gov
Woodmont Advisory Group, Inc.			$91.9 million	298	2	Not listed			adviserinfo.sec.gov
Wave Digital Assets LLC	CA	Los Angeles	$91.9 million	22	33	8	(213) 533-9899		adviserinfo.sec.gov
Buffalo First Wealth Management, LLC	NY	Williamsville	$91.7 million	722	4	Not listed	(716) 861-7371	buffalofirstllc.com	adviserinfo.sec.gov
Evolutionary Tree Capital Management, LLC	VA	Alexandria	$91.7 million	77	5	Not listed	(703) 544-2300	evolutionarytree.com	adviserinfo.sec.gov
Pura Vida Investments, LLC	NY	New York	$91.5 million	12	2	3	(929) 733-7678	puravidainvestments.com	adviserinfo.sec.gov
Pegasus Group, LLC	NJ	Morristown	$91.3 million	55	2	Not listed	(845) 369-9422		adviserinfo.sec.gov
Novus Advisors	SC	Greenville	$91.3 million	377	5	Not listed	(864) 272-3579		adviserinfo.sec.gov
Concert Investment Advisory LLC			$91.1 million	658	1	Not listed		concertiai.com	adviserinfo.sec.gov
Atla Capital Management LLC	NY	New York	$91.1 million	1	1	1	(332) 203-2580	atlacap.com	adviserinfo.sec.gov
The Moneypaper Advisor, Inc.			$91 million	1	2	Not listed			adviserinfo.sec.gov
McKinney Capital, LLC	AL	Birmingham	$91 million	4	5	1	(205) 697-1837	mckinneycapital.net	adviserinfo.sec.gov
Integrity Prosperity Security (Ips) Strategic Capital	CO	Denver	$90.9 million	194	3	Not listed	(303) 697-3174	investpsfunds.com	adviserinfo.sec.gov
Oxford Gate Management, LLC	CT	Greenwich	$90.9 million	1	23	1	(845) 224-3808	oxfordfunds.com	adviserinfo.sec.gov
Algorithmic Investment Models	MA	Boston	$90.9 million	270	8	Not listed	(888) 777-0535	algomodels.com	adviserinfo.sec.gov
Pruneyard Financial Group, Inc.	CA	Cupertino	$90.9 million	185	1	Not listed	(408) 377-4444	pruneyardfinancial.com	adviserinfo.sec.gov
Schaffer & Company Asset Management, Inc.	FL	Jacksonville	$90.8 million	562	1	Not listed	(585) 563-8626	gregoryschaffer.com	adviserinfo.sec.gov
Arias Resource Capital Management LP	FL	Miami	$90.8 million	2	8	2	(305) 913-5402	arc-fund.com	adviserinfo.sec.gov
K R Financial LLC			$90.7 million	53	2	Not listed		sharedfamilyoffice.com	adviserinfo.sec.gov
Conrad Capital Management, Inc.	NY	Hauppauge	$90.7 million	502	3	Not listed	(631) 439-7878	conradcapital.com	adviserinfo.sec.gov
Modern Capital Management, Co.	SC	Mt Pleasant	$90.7 million	25	6	Not listed	(843) 892-0244	moderncap.com	adviserinfo.sec.gov
Weatherhelm Capital Management LLC	NY	Cambridge	$90.6 million	211	4	Not listed	(518) 407-3886	weatherhelm.com	adviserinfo.sec.gov
Alphaq Advisors	FL	Winter Park	$90.6 million	280	2	Not listed	(407) 982-4550		adviserinfo.sec.gov
Zest	FL	Miami	$90.6 million	8	3	Not listed	(305) 394-6486		adviserinfo.sec.gov
Washington Square Capital Management LLC	NY	New York	$90.4 million	142	2	Not listed	(646) 450-9772	wsqcapital.com	adviserinfo.sec.gov
Chacon Diaz & Di Virgilio Wealth Management, LLC	FL	Gainesville	$90.3 million	675	4	Not listed	(888) 392-8007	cddwealth.com	adviserinfo.sec.gov
Seraph Capital Associates, LLC	OK	Bartlesville	$90.3 million	445	1	5	(918) 338-2255		adviserinfo.sec.gov
Gannett Wealth Advisors			$90.2 million	312	6	Not listed			adviserinfo.sec.gov
Sparkline Capital LP			$90.2 million	5	1	3		sparklinecapital.com	adviserinfo.sec.gov
Oak Crest Advisory, LLC	NY	Rochester	$90.2 million	456	3	Not listed	(585) 507-1681	oakcrestadvisory.com	adviserinfo.sec.gov
Weiss Financial Group LLC	NY	Mahopac	$90 million	249	2	Not listed	(845) 621-4700	yelp.com	adviserinfo.sec.gov
Seven Canyons Advisors, LLC	UT	Salt Lake City	$90 million	5	6	2	(801) 349-2718	sevencanyonsadvisors.com	adviserinfo.sec.gov
Novawave Capital	CA	Menlo Park	$90 million	2	4	1	(781) 710-3455	novawavecapital.com	adviserinfo.sec.gov
Armada Capital LLC	Mexico	Mexico City	$89.9 million	2	8	Not listed	+52 55 5985 1770		adviserinfo.sec.gov
Pichardo Asset Management, S.A. de C.V.	Mexico	Mexico City	$89.8 million	10	8	Not listed	52 55 5261 4600	paminversion.com	adviserinfo.sec.gov
Aldemar Research Corporation			$89.5 million	130	3	Not listed			adviserinfo.sec.gov
Fairway Capital Management, LLC	IL	Chicago	$89.3 million	3	5	2	(872) 250-1260	fairwaycapm.com	adviserinfo.sec.gov
Tradeway			$89.2 million	1,019	36	Not listed		tradeway.com	adviserinfo.sec.gov
Orchard Advisors			$89.2 million	340	3	Not listed			adviserinfo.sec.gov
SHFP, LLC			$88.9 million	162	1	Not listed			adviserinfo.sec.gov
Heritage Grove Wealth Management, LLC			$88.8 million	51	1	Not listed		heritagegrovewealth.com	adviserinfo.sec.gov
Prolific Solutions	NY	New York	$88.5 million	91	2	Not listed	(646) 988-5216		adviserinfo.sec.gov
7 Streets Financial, LLC	CA	San Diego	$88.4 million	270	5	Not listed	(619) 798-3372	7sts.com	adviserinfo.sec.gov
Contego Capital Group, Inc.	MN	Edina	$88 million	179	8	Not listed	(952) 697-2579		adviserinfo.sec.gov
Lexion Capital Management LP	NY	New York	$87.9 million	78	4	1	(888) 452-9355	linkedin.company	adviserinfo.sec.gov
Wealthfd	PA	Conshohocken	$87.8 million	450	16	Not listed	(215) 671-6660		adviserinfo.sec.gov
Ibn Financial Services, Inc	NY	Liverpool	$87.7 million	519	52	Not listed	(315) 652-4426	ibrokernet.com	adviserinfo.sec.gov
Pacific Global Investment Management Company	CA	Glendale	$87.5 million	198	6	Not listed	(800) 404-6693	pacificglobal.us	adviserinfo.sec.gov
The Wealthplan LLC	NY	Great Neck	$87.5 million	356	1	Not listed	(516) 400-7111	thewealthplan.com	adviserinfo.sec.gov
Quincy Wells Advisors, LLC	IL	Chicago	$87.3 million	406	22	Not listed	(312) 356-4875		adviserinfo.sec.gov
Timothy J. Ellis, Inc.			$87.2 million	200	1	Not listed			adviserinfo.sec.gov
Yearwood Young Advisors	NY	Brooklyn	$87.1 million	65	2	Not listed	(347) 338-0278	yy-advisors.com	adviserinfo.sec.gov
Orasis Capital	Switzerland	Geneva	$87 million	1	5	1	0041229098900	orasis-capital.com	adviserinfo.sec.gov
Sterling Asset Management Co Inc			$87 million	65	1	Not listed			adviserinfo.sec.gov
LK Financial Planning LLC	NY	New York	$86.9 million	39	1	Not listed	(646) 644-6292		adviserinfo.sec.gov
MQ Private Wealth	CA	Torrance	$86.9 million	156	1	Not listed	(310) 269-0869	mqprivatewealth.com	adviserinfo.sec.gov
Joseph John Hasson Jr			$86.8 million	36	1	Not listed			adviserinfo.sec.gov
Seahorse Financial Advisers Inc.	NY	Millbrook	$86.7 million	20	1	Not listed	(845) 605-8122	longcycletiming.com	adviserinfo.sec.gov
Union Street Partners LLC	VA	Alexandria	$86.3 million	1	2	Not listed	(703) 684-9222		adviserinfo.sec.gov
Eagan Capital Management, LLC	NY	Fayetteville	$86.2 million	375	2	Not listed	(315) 637-8004		adviserinfo.sec.gov
Mace Capital Management, LLC	NY	New York	$86.2 million	120	1	Not listed	(212) 626-6632		adviserinfo.sec.gov
Arrow Investment Management, LLC	NY	New York	$85.6 million	1	5	Not listed	(203) 247-7033	arrow-ig.com	adviserinfo.sec.gov
Private Equity Investors, Inc.	NY	New York	$85.4 million	2	4	2	(212) 750-1228	peifunds.com	adviserinfo.sec.gov
Atw Spac Management LLC	NY	New York	$85.4 million	2	7	1	(646) 975-5548		adviserinfo.sec.gov
Intercarolina Financial Services, Inc.	NC	Greensboro	$85.4 million	271	29	Not listed	(336) 288-6890	intercarolina.net	adviserinfo.sec.gov
Guidance Point Retirement Services, LLC	ME	Portland	$85.4 million	8	8	Not listed	(207) 358-3099		adviserinfo.sec.gov
Idyllic Partners Manager, LP	NY	Sleepy Hollow	$85 million	2	1	1	(914) 631-1219	idyllicpartners.com	adviserinfo.sec.gov
Rubin Overseas LTD.	Switzerland	Zurich	$84.9 million	12	6	Not listed	011-41-58-680-5919		adviserinfo.sec.gov
Api Financial Advisors, LLC	FL	Rockledge	$84.7 million	696	13	Not listed	(321) 888-2599		adviserinfo.sec.gov
Group RMC Investment Advisor LLC	NY	New York	$84.6 million	13	2	13	(917) 503-9730	grouprmc.com	adviserinfo.sec.gov
Derastone			$84.3 million	26	1	Not listed		wealthhabits.com	adviserinfo.sec.gov
Erez Asset Management, LLC	NY	New Rochelle	$84.3 million	3	2	1	(917) 455-9764	erezassetmgmt.com	adviserinfo.sec.gov
Complete Advisors	NY	Valley Stream	$84.2 million	25	5	Not listed	(516) 240-6161	completeadvisors.com	adviserinfo.sec.gov
Lehmann, Livian, Fridson Advisors, LLC	NY	New York	$84.2 million	108	2	Not listed	(212) 319-8903	llfadvisors.com	adviserinfo.sec.gov
Titan Capital Management	AZ	Scottsdale	$84.2 million	185	3	Not listed	(209) 529-3089	titanmanagers.com	adviserinfo.sec.gov
Western New York Financial Group, LLC	NY	Buffalo	$84.1 million	199	2	Not listed	(716) 743-6262	wnyfg.com	adviserinfo.sec.gov
Jacob Asset Management of New York LLC	CA	Hermosa Beach	$84.1 million	3	3	Not listed	(424) 237-2164	jacobam.com	adviserinfo.sec.gov
Seven Hills Capital Corp.	Canada	Toronto, Ontario	$83.8 million	1,134	4	Not listed	(416) 357-0640	sevenhillscapital.ca	adviserinfo.sec.gov
Greycliff Wealth Management, LLC	NY	New York	$83.8 million	222	4	Not listed	(201) 738-2818		adviserinfo.sec.gov
Baird Principal Group Management Company, LLC	WI	Milwaukee	$83.7 million	1	3	Not listed	(414) 765-3500	rwbaird.com	adviserinfo.sec.gov
Welara	NY	New York	$83.7 million	12	13	Not listed	(917) 524-6125		adviserinfo.sec.gov
Parataxis Capital Management LLC	NY	New York	$83.7 million	12	5	7	(917) 828-6313		adviserinfo.sec.gov
Vita Planning Group LLC	WA	Camas	$83.7 million	142	10	Not listed	(650) 567-9300	vita401k.com	adviserinfo.sec.gov
Double Duty Money Management LLC	NY	New York	$83.7 million	34	4	Not listed	(212) 408-1750	doubledutymm.com	adviserinfo.sec.gov
Route 20 Private Wealth Inc.	FL	Fort Lauderdale	$83.5 million	180	6	1	(954) 712-7490	route20wealth.com	adviserinfo.sec.gov
Inter US Management, LLC	FL	Miami	$83.4 million	5	6	Not listed	(786) 671-3506		adviserinfo.sec.gov
Northstar Capital Funds, LLC	NY	New York	$83.3 million	1	4	1	(516) 448-9979	northstarcapitalfunds.com	adviserinfo.sec.gov
Proxy Wealth Advisors LLC	FL	Windermere	$83.3 million	614	25	Not listed	(646) 289-5075	proxywealth.com	adviserinfo.sec.gov
Lumiere Financial	NY	New York	$82.7 million	255	5	1	(212) 516-5900		adviserinfo.sec.gov
Hyjc Capital of Wny	NY	Lakeville	$82.6 million	407	2	Not listed	(585) 261-4435	hywealthmanagement.com	adviserinfo.sec.gov
TRP Capital Advisors, LLC	MI	Birmingham	$82.5 million	7	11	6	(248) 648-2358		adviserinfo.sec.gov
Winthrop Partners, Epa, LLC	NY	Orchard	$82.2 million	174	5	Not listed	(716) 508-8178		adviserinfo.sec.gov
Springhill Wealth Management	MT	Bozeman	$82 million	167	1	Not listed	(406) 750-3515	springhillwealth.com	adviserinfo.sec.gov
Ivesta Corp	NY	New York	$82 million	1	2	Not listed	(917) 864-0407	ivesta-fo.com	adviserinfo.sec.gov
Londinium Asset Management LTD.	Monaco	98000 Principality of Monaco	$82 million	1	1	Not listed	377-9770-3581		adviserinfo.sec.gov
L&L Partners Wealth Management, LLC	NY	Suffern	$81.8 million	165	3	Not listed	(845) 368-1103	llpartnerswealth.com	adviserinfo.sec.gov
Dasta Investments LLC	NY	New York	$81.8 million	27,037	8	Not listed	(732) 910-5781		adviserinfo.sec.gov
Baird Principal Group Management Company II, LLC	WI	Milwaukee	$81.7 million	1	3	Not listed	(414) 765-3500	rwbaird.com	adviserinfo.sec.gov
Kelly Intelligence	CO	Denver	$81.7 million	8	4	Not listed	(303) 499-1959		adviserinfo.sec.gov
Betteredge Capital LLC	NY	New York	$81.4 million	1	4	Not listed	(212) 249-8405	betteredge.com	adviserinfo.sec.gov
Collega Capital Management			$81.4 million	24	2	Not listed		collegacapital.com	adviserinfo.sec.gov
Hunter Michael Investment Advisors Inc	VA	Richmond	$81.2 million	35	1	Not listed	(804) 378-7640	huntermichael.com	adviserinfo.sec.gov
Investment Advisor Group			$81 million	244	3	Not listed		investmentadvisorgroup.com	adviserinfo.sec.gov
Colucci Wealth Management LLC	NY	Brightwaters	$80.8 million	93	1	Not listed	(212) 763-4840		adviserinfo.sec.gov
Mollot & Hardy, Inc.	NY	Amherst	$80.6 million	81	2	Not listed	(716) 691-7121		adviserinfo.sec.gov
Nottingham Wealth Partners, Inc.	NY	Syracuse	$80.5 million	299	7	Not listed	(561) 472-2312		adviserinfo.sec.gov
Ever Green Wealth Management, LLC	NY	Victor	$80.3 million	648	1	Not listed	(585) 742-0271		adviserinfo.sec.gov
Abernathy Group II LLC	NY	New York	$80.2 million	94	4	1	(212) 293-3499	abernathygroupfamilyoffice.com	adviserinfo.sec.gov
Federal Prep	NY	Bohemia	$80.1 million	637	5	Not listed	(631) 750-6499	federalprep.com	adviserinfo.sec.gov
Seaport Global Asset Management LLC	NY	New York	$80 million	10	3	10	(212) 616-7700	seaportglobal.com	adviserinfo.sec.gov
General Industrial Partners LLP	United Kingdom	London	$80 million	6	3	4	+44 (0) 20 7496 1900	generalindustrialpartners.com	adviserinfo.sec.gov
2xideas	NY	New York	$79.7 million	1	2	Not listed	(646) 604-9039		adviserinfo.sec.gov
Minerva Wealth Advisory	NY	New York	$79.5 million	97	2	Not listed	(646) 934-6874	minervawealth.com	adviserinfo.sec.gov
Constellation Asset Management, Inc.	NY	Fayetteville	$79.3 million	169	1	Not listed	(315) 396-8335	constellationassetmanagement.com	adviserinfo.sec.gov
Queenbridge Capital, LLC	NY	Pittsford	$79.1 million	137	3	Not listed	(585) 348-9585	queenbridgecapital.com	adviserinfo.sec.gov
Pathway Partners Wealth Advisors, LLC	NY	Amherst	$78.9 million	635	8	Not listed	(716) 929-6010		adviserinfo.sec.gov
St. Columbanus AG	Switzerland	Teufen	$78.6 million	17	5	Not listed	+41 71 245 76 78	stcolumbanus.com	adviserinfo.sec.gov
Bruderman Private Wealth	NY	Locust Valley	$78.5 million	33	5	Not listed	(516) 974-7596	brudermanprivatewealth.com	adviserinfo.sec.gov
Emery Partners LLC	MA	Boston	$78.4 million	1	4	Not listed	(617) 762-0090	emerypartnersllc.com	adviserinfo.sec.gov
Revere Wealth Management LLC	NY	New York	$78.3 million	101	7	Not listed	(212) 688-2350		adviserinfo.sec.gov
SMP Financial Planning, LLC			$78.3 million	108	2	Not listed		smpfinancialplanning.com	adviserinfo.sec.gov
Amazz Investment Management, Inc.	NY	Williamsville	$78.3 million	120	1	Not listed	(716) 839-5252		adviserinfo.sec.gov
Pearl Lane Advisors, LLC	NY	New York	$78.2 million	7	15	7	(212) 240-9721		adviserinfo.sec.gov
RSD Advisors			$78.1 million	65	1	Not listed		rsdadvisors.net	adviserinfo.sec.gov
MGM Innova Cap Management LLC	FL	Miami	$78 million	4	10	4			adviserinfo.sec.gov
Center Lake Capital Management, LLC	FL	West Palm Beach	$77.9 million	3	1	1	(212) 390-8839	centerlakecapital.com	adviserinfo.sec.gov
Arrowhead Investment Management LLC	NY	White Plains	$77.6 million	1	4	1	(203) 485-0700	arrowheadmgt.com	adviserinfo.sec.gov
Alignment Financial Group			$77.6 million	110	1	1		alignfg.com	adviserinfo.sec.gov
Connective Wealth Partners, LLC			$77.6 million	619	13	Not listed		connectivewealth.ai	adviserinfo.sec.gov
Comprehensive Capital Management, Inc.	NJ	Totowa	$77.5 million	2,334	11	Not listed	(973) 394-0404	harperandhodge.com	adviserinfo.sec.gov
M.A. Whelan Financial Planning			$77.4 million	148	1	Not listed		mawhelanfinancial.com	adviserinfo.sec.gov
GPS Financial, LLC	NY	Pittsford	$77.3 million	563	2	Not listed	(585) 598-9111	gpsfinancialadvisors.com	adviserinfo.sec.gov
Palmer Square Private Credit Management LLC	KS	Mission Woods	$77.2 million	1	76	1	(816) 994-3200		adviserinfo.sec.gov
FBD Asset MGMT	MN	Bloomington	$76.8 million	137	1	Not listed	(866) 404-0089	fbdasset.com	adviserinfo.sec.gov
Dryden Capital, LLC	NY	New York	$76.6 million	4	3	2	(646) 596-9781		adviserinfo.sec.gov
Highland Consulting Associates International, Inc.	OH	Cleveland	$76.6 million	5	0	Not listed	(440) 899-1121		adviserinfo.sec.gov
Cathay Capital NA, LLC	NY	New York	$76.6 million	6	6	3	(212) 858-9020	cathaycapital.com	adviserinfo.sec.gov
Investment Research Corp	CO	Denver	$76.3 million	166	21	Not listed	(303) 626-0634	invresearch.com	adviserinfo.sec.gov
Monk, Stan			$76.2 million	47	1	Not listed			adviserinfo.sec.gov
O Asset Management LLC	NY	Fairport	$76.2 million	3	11	2	(585) 313-5978	oamquant.com	adviserinfo.sec.gov
Weigelfam			$76.1 million	173	2	Not listed			adviserinfo.sec.gov
Bin Yuan Capital (Cayman) Limited	Cayman Islands	Grand Cayman	$76 million	5	24	1	(345) 943-3100	binyuancapital.com	adviserinfo.sec.gov
Shoreline Capital Management, LTD.	China	Guangzhou	$75.9 million	5	15	3	+86(20) 8560-6988	shoreline.com.cn	adviserinfo.sec.gov
As Trigon Asset Management	Estonia	Tallinn	$75.9 million	1	10	Not listed	011-372-667-9200		adviserinfo.sec.gov
Active Wealth Advisors	NJ	Woodcliff Lake	$75.4 million	23	1	Not listed	(551) 502-2266	activewealthadvisors.com	adviserinfo.sec.gov
SQN Capital Management, LLC	NY	New York	$75.4 million	3	3	1	(212) 422-2166	sqncapital.com	adviserinfo.sec.gov
Kane Financial	NY	Waterville	$75.2 million	638	4	Not listed	(315) 801-9028	kanefp.com	adviserinfo.sec.gov
Halo Investment Services, LLC	NY	Manhasset	$75.2 million	8	24	Not listed	(312) 586-2790		adviserinfo.sec.gov
Clover Leaf Financial LLC	NY	Fairport	$75 million	419	4	Not listed	(585) 899-3940	cloverleafteam.com	adviserinfo.sec.gov
Gensen Asset Management Inc.			$75 million	1	3	Not listed		gensenasset.com	adviserinfo.sec.gov
Watts Capital Partners LLC			$75 million	227	5	Not listed			adviserinfo.sec.gov
Mountain Pass Planning	NY	Hopewell Junction	$74.9 million	244	1	Not listed	(845) 592-0789	mountainpassplanning.com	adviserinfo.sec.gov
Eko			$74.9 million	68,370	12	Not listed			adviserinfo.sec.gov
HLV Ventures	NY	Hauppauge	$74.8 million	10	12	10	(631) 780-3286	hlvventures.com	adviserinfo.sec.gov
Vora Wealth Management, PLLC	AZ	Flagstaff	$74.8 million	1,065	1	Not listed	(928) 526-8672	vorawealth.com	adviserinfo.sec.gov
RCN Wealth Advisors, Inc.			$74.5 million	174	1	Not listed		rcnwa.com	adviserinfo.sec.gov
RPM Capital Management, LLC			$74.3 million	148	2	Not listed		rpmcapitalmgt.com	adviserinfo.sec.gov
Lytle Investments	NY	Grand Island	$74.3 million	350	5	Not listed	(716) 773-6626	lytleinvestments.com	adviserinfo.sec.gov
Rpata, LLC			$74.2 million	347	5	Not listed		revolutionpartners.com	adviserinfo.sec.gov
Reynolds Capital Management, LLC	NV	Las Vegas	$74.2 million	2	1	Not listed	(415) 265-7167	reynoldsfunds.com	adviserinfo.sec.gov
Wright Private Asset Management LLC	CT	Shelton	$74.1 million	74	23	Not listed	(203) 783-4400	wrightpam.com	adviserinfo.sec.gov
9 Stream Capital Partners LLC	KS	Leawood	$73.9 million	3	3	3	(913) 515-0271		adviserinfo.sec.gov
Transwestern Capital Advisors, LLC	RI	Newport	$73.7 million	1	1	Not listed	(800) 997-0718	transwestcap.com	adviserinfo.sec.gov
Allos Investment Advisors, LLC	KS	Overland Park	$73.6 million	788	9	Not listed	(913) 948-7788		adviserinfo.sec.gov
Acrylic Financial, Inc.	AZ	Fountain Hills	$73.5 million	482	21	1	(833) 422-7954	acrylicfinancial.com	adviserinfo.sec.gov
Sage Hill Advisory and Management LLC	NY	Saratoga Springs	$73.3 million	79	3	Not listed	(518) 763-6338		adviserinfo.sec.gov
Countryside Financial LLC	NY	Williamsville	$73.2 million	537	3	Not listed	(716) 256-1330	countrysidefinancialny.com	adviserinfo.sec.gov
Stewardship Partners Investment Counsel, Inc.			$73.2 million	325	4	Not listed		stewardshippartners.com	adviserinfo.sec.gov
Lyons Investment Management	FL	Winter Park	$73.1 million	61	5	Not listed	(386) 775-1177	gnci.com	adviserinfo.sec.gov
Tactical Rotation Management, LLC	NY	Forest Hills	$73 million	3	1	Not listed	(646) 755-9843	tacticalrotation.com	adviserinfo.sec.gov
The Bycoff Group LLC			$72.6 million	71	2	Not listed			adviserinfo.sec.gov
Periphas Capital, LP	NY	New York	$72.6 million	5	4	3	(646) 876-6351		adviserinfo.sec.gov
Purevest	NY	Staten Island	$72.4 million	249	3	Not listed	(347) 466-4400	purevest.net	adviserinfo.sec.gov
WPM Wealth Advisors LLC	NY	Saratoga Springs	$72.4 million	353	3	Not listed	(518) 369-5232	wpmwealthadvisors.com	adviserinfo.sec.gov
Forever Financial Advisors, LLC			$72.2 million	268	1	Not listed		foreverfinancial.com	adviserinfo.sec.gov
R. Seeger Wealth Management, LTD	NY	Lindenhurst	$72.1 million	67	1	Not listed	(631) 592-9729	rseegerwealthmanagement.com	adviserinfo.sec.gov
Stylus Capital LLC	Turkey	Istanbul	$72 million	64	1	Not listed	+90 536 433 84 66	styluscapital.com	adviserinfo.sec.gov
Franco Financial Advisors, Inc.	NY	New York	$72 million	108	3	Not listed	(212) 877-1576		adviserinfo.sec.gov
Harvest Capital Assets, LLC			$72 million	305	3	Not listed			adviserinfo.sec.gov
World Capital Advisors, LLC	CO	Denver	$72 million	65	1	Not listed	(804) 267-7418		adviserinfo.sec.gov
Silver Advisors, LLC	NY	New York	$71.9 million	47	1	Not listed	(646) 531-5313		adviserinfo.sec.gov
NGC Financial, LLC	NY	Bayside	$71.9 million	121	1	Not listed	(718) 423-1100	ngcfinancial.com	adviserinfo.sec.gov
Global Investment Advisory	GA	McDonough	$71.8 million	352	9	Not listed	(678) 583-1120	globalria.com	adviserinfo.sec.gov
Epogee Capital Management, LLC			$71.8 million	4	2	Not listed		epogeecapital.com	adviserinfo.sec.gov
Monachil Capital Partners LP	CT	Greenwich	$71.7 million	8	14	2	(212) 393-4120		adviserinfo.sec.gov
Obra Fund Management, LLC	NY	New York	$71.6 million	3	47	Not listed	(917) 831-1000	obrafunds.com	adviserinfo.sec.gov
Schultze Asset Management, LP	NY	Rye Brook	$71.6 million	16	7	1	(914) 701-5260		adviserinfo.sec.gov
Pursuit Fund Advisers LLC			$71.6 million	1	7	Not listed		pursuitfunds.com	adviserinfo.sec.gov
Clockwise Capital LLC	FL	Miami	$71.5 million	151	3	1	(305) 200-8800		adviserinfo.sec.gov
HV Capital Management	NY	Montgomery	$71.5 million	114	4	Not listed	(845) 655-4826	hvcapitalmanagement.com	adviserinfo.sec.gov
Madison Global Advisors LLC	NY	Hauppauge	$71.4 million	233	8	Not listed	(631) 240-4155		adviserinfo.sec.gov
Oxford Park Management, LLC	CT	Greenwich	$71.4 million	1	23	Not listed	(203) 983-5275	oxfordfunds.com	adviserinfo.sec.gov
Azura Partners US LLC	NY	New York	$71.3 million	2	6	1	(347) 249-2369	azura.com	adviserinfo.sec.gov
Main Street Financial	NY	Purchase	$71.1 million	267	4	Not listed	(914) 698-8303	mainstfinancial.com	adviserinfo.sec.gov
Monthie Wealth Advisors	NY	Latham	$71.1 million	285	2	Not listed	(518) 786-3534		adviserinfo.sec.gov
Axia Asset Management, LLC			$71.1 million	24	1	Not listed			adviserinfo.sec.gov
Planrock Wealth Strategies, LLC	TN	Brentwood	$71.1 million	146	7	Not listed	(800) 677-6025	planrock.com	adviserinfo.sec.gov
Wisdom Capital Asset Management, LLC			$71 million	49	2	1		wisdom-cap.com	adviserinfo.sec.gov
Fiduciary Management Group, LLC	NY	New York	$70.7 million	123	2	Not listed	(212) 626-6581	fmgwealth.com	adviserinfo.sec.gov
Polaris Financial, LLC			$70.2 million	854	2	Not listed		polarisportfolios.com	adviserinfo.sec.gov
Resolve Asset Management Inc.	Canada	Toronto	$70.2 million	3	14	Not listed	(416) 572-5474		adviserinfo.sec.gov
Percent Advisors LLC	NY	New York	$70 million	28	2	1	(646) 876-5141	percent.com	adviserinfo.sec.gov
Canterbury Investment Management, LLC	IN	Zionsville	$69.8 million	101	2	Not listed	(317) 732-2075	canterburygroup.com	adviserinfo.sec.gov
Ibn Advisory Services, Inc.	NY	Liverpool	$69.8 million	210	8	Not listed	(315) 652-4426		adviserinfo.sec.gov
Rochester Investments	NY	Rochester	$69.5 million	300	1	Not listed	(585) 568-6656	rochesterinvestments.com	adviserinfo.sec.gov
Tanaka Capital Management Inc	CT	Greenwich	$69.4 million	21	3	Not listed	(212) 490-3380	tanaka.com	adviserinfo.sec.gov
Abry Partners, LLC	MA	Boston	$69.3 million	2	3	2	(617) 859-2959	abry.com	adviserinfo.sec.gov
Steben & Company, LLC	MN	Excelsior	$69.2 million	1	8	Not listed	(952) 767-6900	steben.com	adviserinfo.sec.gov
Geo Capital	Brazil	Sao Paulo/Sp	$68.7 million	9	12	1	5511 2532-1065		adviserinfo.sec.gov
Capital Formation Advisers LLC			$68.4 million	6	1	Not listed			adviserinfo.sec.gov
Shield Wealth Advisors	NY	Williamsville	$68.4 million	307	3	Not listed	(833) 457-1040	shield457.com	adviserinfo.sec.gov

By state

State	Advisers
New York	190
Florida	24
California	21
Texas	13
Massachusetts	10
Colorado	9
Pennsylvania	7
Connecticut	6
Minnesota	6
Arizona	6
New Jersey	5
Georgia	5
New Hampshire	4
Kansas	4
Nevada	4
North Carolina	3
Michigan	3
Virginia	3
Wisconsin	3
South Carolina	3
Ohio	3
Illinois	3
Washington	2
Indiana	2
Oklahoma	2
Utah	2
Tennessee	2
Montana	2
Alabama	2
Kentucky	2
Rhode Island	1
Delaware	1
Maine	1
Alaska	1
Missouri	1
Puerto Rico	1
Oregon	1
Louisiana	1
Maryland	1

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.