RIAs: $500M – $1B AUM
2,401 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
BCS WEALTH MANAGEMENT, LLC
RIAJOHNSON CITY, TN
AUM $987MTEAM 12REPS 8
ONEASCENT INVESTMENT SOLUTIONS, LLC
RIABirmingham, AL
AUM $987MTEAM 27REPS 5
FINANCIAL ENHANCEMENT GROUP
RIAANDERSON, IN
AUM $987MTEAM 24REPS 28
STORY3 CAPITAL PARTNERS, LLC
RIAAUM $987MTEAM 8REPS 1
ELLIS INVESTMENT PARTNERS, LLC
RIABERWYN, PA
AUM $987MTEAM 23REPS 18
CONCENTRUM WEALTH MANAGEMENT
RIASAN JOSE, CA
AUM $987MTEAM 7REPS 6
GOODWIN CAPITAL ADVISERS, INC.
RIAHARTFORD, CT
AUM $987MTEAM 9REPS 8
PACIFIC SAGE PARTNERS, LLC
RIAEDMONDS, WA
AUM $986MTEAM 8REPS 4
NORTH SKY CAPITAL, LLC
RIAWAYZATA, MN
AUM $986MTEAM 17REPS 4
FINE CAPITAL PARTNERS, L.P.
RIANew York, NY
AUM $986MTEAM 4REPS 4
FIDUCIARY EXPERTS LLC
RIAAUM $986MTEAM 3REPS 3
BRISTOL WEALTH GROUP
RIATAUNTON, MA
AUM $986MTEAM 10REPS 6
THE RICE PARTNERSHIP, LLC
RIAHONOLULU, HI
AUM $985MTEAM 11REPS 10
PAGAYA INVESTMENTS US LLC
RIANew York, NY
AUM $985MTEAM 121REPS 7
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIADANVILLE, CA
AUM $985MTEAM 108REPS 82
BARTON INVESTMENT MANAGEMENT, LLC
RIAWEST CONSHOHOCKEN, PA
AUM $985MTEAM 7REPS 6
AVION WEALTH
RIATHE WOODLANDS, TX
AUM $985MTEAM 15REPS 12
NUANCE INVESTMENTS, LLC
RIAKANSAS CITY, MO
AUM $984MTEAM 11REPS 9
VISTASHARES
RIAAUM $984MTEAM 6REPS 3
TAC PARTNERS, INC.
RIABOSTON, MA
AUM $983MTEAM 18REPS 3
WALTER KEENAN WEALTH MANAGEMENT
RIASOUTH BEND, IN
AUM $983MTEAM 7REPS 6
ASSET ONE WEALTH MANAGEMENT, LLC
RIABELLEVUE, WA
AUM $983MTEAM 19REPS 19
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
RIAHIGHLANDS RANCH, CO
AUM $982MTEAM 9REPS 2
OLIVER LUXXE ASSETS LLC
RIAGLADSTONE, NJ
AUM $982MTEAM 9REPS 7
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?