RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Correct Capital Wealth Management, LLC
RIAClayton, MO
AUM $889MTEAM 12REPS 7
GO Invest LLC
RIAWest Jordan, UT
AUM $889MTEAM 1REPS 2
Erguz, LLC
RIAThe Woodlands, TX
AUM $889MTEAM 1REPS 1
Westside Investment Management, LLC
RIASanta Monica, CA
AUM $889MTEAM 14REPS 7
Sagepoint Capital Partners LLC
RIAFranklin, TN
AUM $888MTEAM 7REPS 4
Martin Investment Management, LLC
RIAPalm Beach Gardens, FL
AUM $888MTEAM 12REPS 5
BIN Yuan Capital Limited
RIAHong Kong
AUM $888MTEAM 4REPS 3
Remy Investors & Consultants, LLC
RIALos Angeles, CA
AUM $888MTEAM 6REPS 4
Bernicke Wealth Management
RIAAltoona, WI
AUM $887MTEAM 26REPS 13
Atika Capital Management, LLC
RIANew York, NY
AUM $887MTEAM 9REPS 2
Corinthia Global Management
RIANew York, NY
AUM $887MTEAM 22REPS 4
Strata Wealth Advisors, LLC
RIADallas, TX
AUM $886MTEAM 14REPS 10
Insight Equity Management Company LLC
RIASouthlake, TX
AUM $886MTEAM 21REPS 4
Covington Investment Advisors, Inc.
RIALigonier, PA
AUM $886MTEAM 8REPS 5
CFM Wealth Partners LLC
RIAAustin, TX
AUM $886MTEAM 3REPS 3
Robert Harrell, Incorporated
RIAAustin, TX
AUM $885MTEAM 5REPS 6
Pearson Financial Services
RIADennis, MA
AUM $885MTEAM 8REPS 6
New World Advisors LLC
RIAHingham, MA
AUM $885MTEAM 5REPS 2
United Capital Management Of Kansas, Inc.
RIASalina, KS
AUM $885MTEAM 46REPS 27
BOW Street LLC
RIANew York, NY
AUM $885MTEAM 15REPS 3
Pilgrim Global Advisors LLC
RIAReno, NV
AUM $884MTEAM 11REPS 5
Arrow Capital Pty Ltd
RIASydney, New South Wales
AUM $884MTEAM 6REPS 2
Basepoint Wealth, LLC
RIACedar Rapids, IA
AUM $884MTEAM 24REPS 13
Lebenthal Diversified Asset Management Inc.
RIAHauppauge, NY
AUM $884MTEAM 5REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?