RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
CENTERGATE CAPITAL
RIAWEST LAKE HILLS, TX
AUM $828MTEAM 29REPS 3
RVK, INC.
RIAPORTLAND, OR
AUM $828MTEAM 127REPS 11
IMPACT RETIREMENT ADVISORS
RIAAUM $828MTEAM 4REPS 5
WALSH & ASSOCIATES, LLC
RIASARASOTA, FL
AUM $828MTEAM 15REPS 9
EDGE WEALTH MANAGEMENT, LLC
RIANew York, NY
AUM $827MTEAM 7REPS 7
ARGAND PARTNERS, LP
RIANew York, NY
AUM $827MTEAM 16REPS 4
MPS-LORIA FINANCIAL PLANNERS,LLC
RIABURR RIDGE, IL
AUM $827MTEAM 7REPS 7
AEQUITAS INVESTMENT ADVISORS, LLC
RIAHINGHAM, MA
AUM $826MTEAM 8REPS 5
RITHM CAPITAL ADVISORS LLC
RIANew York, NY
AUM $826MTEAM 73REPS 3
KERSHNER, GROSSO & CO.
RIASARATOGA SPRINGS, NY
AUM $825MTEAM 6REPS 3
FOGUTH WEALTH MANAGEMENT, LLC.
RIABRIGHTON, MI
AUM $825MTEAM 88REPS 43
TANNIN CAPITAL, LLC
RIACharlotte, NC
AUM $825MTEAM 7REPS 2
PLATFORM PARTNERS LLC
RIAHOUSTON, TX
AUM $825MTEAM 22REPS 4
P2 CAPITAL PARTNERS, LLC
RIANew York, NY
AUM $824MTEAM 14REPS 2
WAYPOINT WEALTH COUNSEL LLC
RIAAtlanta, GA
AUM $824MTEAM 4REPS 4
HIGHCREST CAPITAL, LLC
RIAFREDERICKSBURG, TX
AUM $824MTEAM 20REPS 2
REDBLACK ADVISERS, INC.
RIAORADELL, NJ
AUM $824MTEAM 7REPS 5
NEXANNUITY ASSET MANAGEMENT, L.P.
RIADALLAS, TX
AUM $823MTEAM 4REPS 2
HACK VC MANAGEMENT, LLC
RIAPALO ALTO, CA
AUM $823MTEAM 15REPS 3
LONGTAIL ALPHA, LLC
RIANEWPORT BEACH, CA
AUM $822MTEAM 9REPS 3
FORTIS GROUP ADVISORS LLC
RIAWESTWOOD, NJ
AUM $822MTEAM 29REPS 25
OPES WEALTH MANAGEMENT, LLC
RIAMENLO PARK, CA
AUM $822MTEAM 8REPS 15
GRATUS WEALTH ADVISORS LLC
RIAVIRGINIA BEACH, VA
AUM $822MTEAM 9REPS 6
FLC CAPITAL ADVISORS
RIAPALM DESERT, CA
AUM $822MTEAM 9REPS 6
Other AUM ranges
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