RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
TRIFECTA CAPITAL ADVISORS, LLC
RIANORTHBROOK, IL
AUM $927MTEAM 3REPS 3
LAVACA CAPITAL, LLC
RIAHOUSTON, TX
AUM $927MTEAM 4REPS 4
THE ADVISORY RESOURCE GROUP, LLC
RIATULSA, OK
AUM $927MTEAM 13REPS 8
STATHEROS FINANCIAL SOLUTIONS, INC.
RIAEL DORADO HILLS, CA
AUM $926MTEAM 15REPS 9
SPRINKLE FINANCIAL CONSULTANTS LLC
RIALITTLETON, CO
AUM $926MTEAM 8REPS 3
COYLE CAPITAL, LLC
RIALAKEWAY, TX
AUM $925MTEAM 7REPS 6
GLS CAPITAL, LLC
RIACHICAGO, IL
AUM $925MTEAM 11REPS 4
PCJ INVESTMENT COUNSEL LTD.
RIATORONTO ONTARIO
AUM $924MTEAM 10REPS 9
RIVERSIDE PARTNERS, LLC
RIABOSTON, MA
AUM $924MTEAM 16REPS 2
MONTICELLOAM, LLC
RIANew York, NY
AUM $923MTEAM 73REPS 3
KELLER WEALTH ADVISORS
RIAVICTORIA, TX
AUM $923MTEAM 10REPS 8
LEGACY WEALTH ADVISORS, LLC
RIANORTH MIAMI BEACH, FL
AUM $923MTEAM 14REPS 6
FAITHWARD CAPITAL
RIALANCASTER, PA
AUM $923MTEAM 4REPS 2
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
RIASALEM, OR
AUM $922MTEAM 11REPS 8
INTEGRITY FIXED INCOME MANAGEMENT
RIAORLANDO, FL
AUM $921MTEAM 6REPS 7
PRINCETON GLOBAL ASSET MANAGEMENT LLC
RIAPRINCETON, NJ
AUM $921MTEAM 22REPS 20
CASTLEKEEP INVESTMENT ADVISORS
RIAWESTPORT, CT
AUM $921MTEAM 5REPS 4
FOUNDERS CAPITAL MANAGEMENT, LLC
RIAHARTFORD, CT
AUM $920MTEAM 5REPS 4
BRIDGER INVESTMENT PARTNERS LLC
RIANew York, NY
AUM $920MTEAM 9REPS 5
HORST & GRABEN WEALTH MANAGEMENT, LLC
RIAPORTLAND, OR
AUM $920MTEAM 10REPS 4
OAK ROOT LLC
RIAAUM $920MTEAM 2REPS 2
LONG WHARF CAPITAL LLC
RIABOSTON, MA
AUM $919MTEAM 24REPS 3
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
RIAAUM $919MTEAM 9REPS 6
RAINEY & RANDALL WEALTH ADVISORS, INC.
RIACELEBRATION, FL
AUM $918MTEAM 7REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?