RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Bason Asset Management
RIALakewood, CO
AUM $849MTEAM 2REPS 2
Pennsylvania Capital Management Inc.
RIAHuntingdon Valley, PA
AUM $849MTEAM 10REPS 5
NBC Capital Advisors
RIABeaverton, OR
AUM $847MTEAM 5REPS 6
Mitchell Capital Management Co
RIALeawood, KS
AUM $847MTEAM 11REPS 8
Seneca Financial Advisors LLC
RIARochester, NY
AUM $847MTEAM 19REPS 7
Riverglade Capital
RIAChicago, IL
AUM $847MTEAM 12REPS 3
Baron Wealth Management, LLC
RIATroy, MI
AUM $847MTEAM 6REPS 5
Barry Investment Advisors, LLC
RIANew Bedford, MA
AUM $847MTEAM 12REPS 9
Oakworth Asset Management, LLC
RIABirmingham, AL
AUM $846MTEAM 20REPS 21
Falconpoint Capital Partners LLC
RIANew York, NY
AUM $845MTEAM 8REPS 3
Integrated Quantitative Investments LLC
RIABellevue, WA
AUM $845MTEAM 6REPS 6
Lincoln Capital, LLC
RIALincoln, NE
AUM $845MTEAM 9REPS 4
Lighthouse Wealth Strategies, LLC
RIAGig Harbor, WA
AUM $844MTEAM 13REPS 14
American Money Management, LLC
RIARancho Santa Fe, CA
AUM $844MTEAM 13REPS 11
Perspective Wealth Partners, LLC
RIABoise, ID
AUM $844MTEAM 12REPS 8
Claremont Capital Management, LLC
RIAPhoenix, AZ
AUM $844MTEAM 3REPS 2
CKC Capital LLC
RIANew York, NY
AUM $844MTEAM 9REPS 4
First Light Retirement, LLC
RIADel Mar, CA
AUM $844MTEAM 2REPS 2
Rosemawr Management LLC
RIAMiami Beach, FL
AUM $844MTEAM 23REPS 3
Verde Capital Management, Inc.
RIAClarkston, MI
AUM $843MTEAM 19REPS 13
Inlight Wealth
RIAAtlanta, GA
AUM $843MTEAM 6REPS 4
Bridge Net Lease Fund Manager LLC
RIASandy, UT
AUM $843MTEAM 587REPS 3
Loomis Capital Management
RIAAUM $842MTEAM 1REPS 1
Purkiss Capital Advisors, LLC
RIAAUM $842MTEAM 8REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?