RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
CRANBROOK WEALTH MANAGEMENT, LLC
RIABloomfield Hills, MI
AUM $907MTEAM 6REPS 5
ROUND ROCK ADVISORS LLC
RIAWILTON, CT
AUM $907MTEAM 22REPS 9
RIVERPOINT WEALTH MANAGEMENT
RIACHICAGO, IL
AUM $906MTEAM 6REPS 4
HABROK CAPITAL MANAGEMENT LLP
RIALONDON
AUM $906MTEAM 3REPS 2
SOUTH STREET ADVISORS, LLC
RIANew York, NY
AUM $906MTEAM 7REPS 4
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
RIACOLORADO SPRINGS, CO
AUM $905MTEAM 23REPS 13
RICHARD P. SLAUGHTER ASSOCIATES, INC.
RIAAUSTIN, TX
AUM $905MTEAM 14REPS 14
NAVIMED CAPITAL ADVISORS, LLC
RIAROSSLYN, VA
AUM $905MTEAM 14REPS 4
SHANNON RIVER FUND MANAGEMENT, LLC
RIANew York, NY
AUM $905MTEAM 9REPS 2
HOLOWESKO PARTNERS LTD.
RIAnassau
AUM $904MTEAM 13REPS 7
CONVERGENCE FINANCIAL
RIACOLUMBIA, MO
AUM $904MTEAM 18REPS 24
SATOR GROVE MANAGEMENT COMPANY, LLC
RIAAUM $904MTEAM 3REPS 3
MENGIS CAPITAL MANAGEMENT, INC.
RIAPORTLAND, OR
AUM $903MTEAM 7REPS 6
FORMIDABLE ASSET MANAGEMENT, LLC
RIACINCINNATI, OH
AUM $903MTEAM 21REPS 16
STUDIO INVESTMENT MANAGEMENT
RIACHICAGO, IL
AUM $903MTEAM 9REPS 4
DISTRIBUTED GLOBAL MANAGER LP
RIAAUSTIN, TX
AUM $903MTEAM 12REPS 8
DMKC ADVISORY SERVICES, LLC
RIADES MOINES, IA
AUM $903MTEAM 13REPS 12
NAVIS WEALTH ADVISORS LLC
RIARYE BROOK, NY
AUM $902MTEAM 8REPS 6
THE FAIRMAN GROUP, LLC
RIAChesterbrook, PA
AUM $902MTEAM 17REPS 16
NEW VERNON CAPITAL
RIAMORRISTOWN, NJ
AUM $902MTEAM 14REPS 5
FLAHARTY ASSET MANAGEMENT, LLC
RIACLEARWATER, FL
AUM $902MTEAM 10REPS 10
TRIMER CAPITAL MANAGEMENT LP
RIASAN FRANCISCO, CA
AUM $901MTEAM 6REPS 3
MARSJEWETT FINANCIAL GROUP
RIABELLEVUE, WA
AUM $901MTEAM 16REPS 9
RIATA CAPITAL GROUP, LLC
RIADALLAS, TX
AUM $901MTEAM 19REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?