RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
COMPASS FINANCIAL MANAGEMENT LLC
RIATAMPA, FL
AUM $894MTEAM 33REPS 43
VANCE WEALTH
RIASANTA CLARITA, CA
AUM $894MTEAM 22REPS 12
THE MILLSTONE EVANS GROUP, LLC
RIABOULDER, CO
AUM $893MTEAM 8REPS 8
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 LLC
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
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 5
Other AUM ranges
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