RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Vance Wealth
RIASanta Clarita, CA
AUM $894MTEAM 22REPS 14
The Millstone Evans Group, LLC
RIABoulder, CO
AUM $893MTEAM 8REPS 7
Acorn Capital Management
RIAOklahoma City, OK
AUM $893MTEAM 21REPS 3
Moerus Capital Management LLC
RIANew York, NY
AUM $893MTEAM 8REPS 4
JLB & Associates Inc
RIAPlymouth, MI
AUM $893MTEAM 4REPS 3
Wesbanco Investment Department
RIAWheeling, WV
AUM $893MTEAM 13REPS 5
Autopilot
RIANew York, NY
AUM $892MTEAM 15REPS 3
REA Wealth Management
RIANew Philadelphia, OH
AUM $892MTEAM 20REPS 11
Oneprime Capital
RIAPalo Alto, CA
AUM $892MTEAM 10REPS 3
GEC Advisors LLC
RIAHouston, TX
AUM $892MTEAM 5REPS 2
Headinvest
RIAPortland, ME
AUM $892MTEAM 13REPS 7
Swisspartners Advisors
RIAZurich
AUM $892MTEAM 5REPS 7
Pact
RIANew York, NY
AUM $892MTEAM 14REPS 2
Optima Asset Management LP
RIANew York, NY
AUM $892MTEAM 22REPS 4
Southland Equity Partners, LLC
RIAAUM $891MTEAM 22REPS 25
Commerce Street Investment Management
RIADallas, TX
AUM $891MTEAM 14REPS 15
Entrepreneur First Investment Manager LLP
RIALondon
AUM $891MTEAM 9REPS 4
LWO LLC
RIADallas, TX
AUM $891MTEAM 23REPS 3
Bluescape Energy Partners LLC
RIADallas, TX
AUM $890MTEAM 9REPS 4
Thomas J. Herzfeld Advisors, Inc.
RIAMiami Beach, FL
AUM $890MTEAM 15REPS 5
Tran Capital Management, L.P.
RIASan Rafael, CA
AUM $890MTEAM 7REPS 3
Grandview Property Partners, LLC
RIAGreenwich, CT
AUM $890MTEAM 19REPS 7
J.P. King Advisors, Inc.
RIAWalnut Creek, CA
AUM $890MTEAM 7REPS 5
3chopt Investment Partners LLC
RIARichmond, VA
AUM $889MTEAM 7REPS 6
Other AUM ranges
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