RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
RADNOR CAPITAL MANAGEMENT, LLC
RIAWAYNE, PA
AUM $855MTEAM 8REPS 6
ROSSBY FINANCIAL, LLC
RIAMELBOURNE, FL
AUM $855MTEAM 7REPS 25
ESTUARY CAPITAL MANAGEMENT LP
RIAWAYZATA, MN
AUM $854MTEAM 13REPS 3
GT INVESTMENT PARTNERS, LP
RIAIRVINE, CA
AUM $853MTEAM 6REPS 4
BIRCHWOOD FINANCIAL PARTNERS, INC.
RIABLOOMINGTON, MN
AUM $853MTEAM 15REPS 9
LEELYN SMITH, LLC
RIAGENEVA, IL
AUM $852MTEAM 38REPS 13
SMITH THORNTON ADVISORS, LLC
RIAHUNTSVILLE, AL
AUM $852MTEAM 9REPS 8
OLYMPUS CAPITAL HOLDINGS ASIA LLC
RIAMOUNT KISCO, NY
AUM $852MTEAM 41REPS 8
PJS INVESTMENT MANAGEMENT
RIACEDARBURG, WI
AUM $852MTEAM 18REPS 12
APEIRON
RIADALLAS, TX
AUM $852MTEAM 17REPS 11
WARNER FINANCIAL, INC
RIABETHESDA, MD
AUM $852MTEAM 4REPS 4
HARBOR ADVISORS
RIAWEST PALM BEACH, FL
AUM $852MTEAM 1REPS 1
HH CAPITAL MANAGEMENT, INC.
RIAHERMOSA BEACH, CA
AUM $851MTEAM 1REPS 1
AFFINITY CAPITAL ADVISORS LLC
RIABERKELEY, CA
AUM $851MTEAM 11REPS 5
AZTLAN EQUITY MANAGEMENT, LLC
RIAMCLEAN, VA
AUM $851MTEAM 10REPS 1
CHANNEL WEALTH, LLC
RIASANTA BARBARA, CA
AUM $851MTEAM 17REPS 10
WHITAKER-MYERS WEALTH MANAGERS, LTD.
RIAMANSFIELD, OH
AUM $851MTEAM 30REPS 21
NS MANAGEMENT LTD
RIAdevonshire devonshire
AUM $850MTEAM 2REPS 4
AETNA ASSET ADVISORS, LLC
RIAHARTFORD, CT
AUM $850MTEAM 26REPS 4
LIBERTY CAPITAL MANAGEMENT INC
RIABirmingham, MI
AUM $849MTEAM 4REPS 4
PRIME QUADRANT
RIATORONTO
AUM $849MTEAM 4REPS 4
AVENIR CORPORATION
RIAALEXANDRIA, VA
AUM $849MTEAM 6REPS 5
SILVERLAKE WEALTH MANAGEMENT LLC
RIAWILLISTON, VT
AUM $849MTEAM 13REPS 10
BASON ASSET MANAGEMENT
RIALAKEWOOD, CO
AUM $849MTEAM 2REPS 2
Other AUM ranges
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