RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
SG TRADING SOLUTIONS, LLC
RIABOUNTIFUL, UT
AUM $912MTEAM 5REPS 2
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC
RIANew York, NY
AUM $912MTEAM 1096REPS 7
PEAK WEALTH SOLUTIONS
RIAPEPPER PIKE, OH
AUM $912MTEAM 10REPS 7
NESTEGGS, INC.
RIAJACKSONVILLE, FL
AUM $911MTEAM 29REPS 11
MOON CAPITAL MANAGEMENT LP
RIANew York, NY
AUM $911MTEAM 23REPS 2
CLARIS ADVISORS, LLC
RIASAINT LOUIS, MO
AUM $911MTEAM 3REPS 43
TIEMPO CAPITAL PARTNERS
RIAMIAMI, FL
AUM $911MTEAM 7REPS 5
SYVERSON STREGE
RIAWEST DES MOINES, IA
AUM $911MTEAM 15REPS 14
CONSTITUTION CAPITAL PM, L. P.
RIAANDOVER, MA
AUM $911MTEAM 67REPS 8
TAYLOR DERRICK CAPITAL, L.L.C.
RIASALT LAKE CITY , UT
AUM $911MTEAM 22REPS 7
BROOKMONT CAPITAL MANAGEMENT
RIADALLAS, TX
AUM $910MTEAM 4REPS 3
FCA PARTNERS, LLC
RIACharlotte, NC
AUM $910MTEAM 11REPS 3
STRATEGIC PLANNING GROUP
RIABOUNTIFUL, UT
AUM $910MTEAM 20REPS 8
CULLEN INVESTMENT GROUP
RIALAFAYETTE, LA
AUM $910MTEAM 11REPS 6
CLAYTON WEALTH PARTNERS
RIATOPEKA, KS
AUM $910MTEAM 14REPS 10
COVENANT WEALTH ADVISORS
RIARICHMOND, VA
AUM $910MTEAM 12REPS 12
DEAN INVESTMENTS
RIABEAVERCREEK, OH
AUM $909MTEAM 10REPS 5
GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
RIAARLINGTON, TX
AUM $909MTEAM 7REPS 6
ESTANCIA CAPITAL MANAGEMENT, LLC
RIAScottsdale, AZ
AUM $908MTEAM 15REPS 5
DARWIN VENTURES, LLC
RIASANDPOINT, ID
AUM $908MTEAM 4REPS 2
HIGHLINE WEALTH PARTNERS
RIASHERMAN OAKS, CA
AUM $908MTEAM 17REPS 17
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
RIANew York, NY
AUM $908MTEAM 46REPS 5
ALLEY COMPANY
RIALAKE FOREST, IL
AUM $907MTEAM 9REPS 6
DME ADVISORS, LP
RIANew York, NY
AUM $907MREPS 4
Other AUM ranges
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