RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
POLEN CAPITAL CLO MANAGEMENT, LLC
RIAWALTHAM, MA
AUM $808MTEAM 46REPS 3
SUNBURST FINANCIAL GROUP, LLC
RIAVESTAVIA, AL
AUM $808MTEAM 9REPS 7
RMWC
RIANew York, NY
AUM $807MTEAM 13REPS 6
PROVENTUS AG
RIAZURICH
AUM $807MTEAM 6REPS 2
CAPITAL INNOVATIONS, LLC
RIAWAUKESHA, WI
AUM $807MTEAM 4REPS 2
ANDBANC ADVISORY LLC
RIAMIAMI, FL
AUM $806MTEAM 13REPS 14
MAYFAIR ADVISORY GROUP, LLC
RIAMOUNTAIN BRK, AL
AUM $806MTEAM 4REPS 4
DROMS STRAUSS WEALTH MANAGEMENT
RIASAINT LOUIS, MO
AUM $806MTEAM 8REPS 6
WILLING CAPITAL MANAGEMENT LIMITED
RIAHong Kong
AUM $806MTEAM 13REPS 3
FIRESTONE CAPITAL MANAGEMENT INC
RIASOUTH MIAMI, FL
AUM $806MTEAM 7REPS 5
NORTHSTAR ASSET MANAGEMENT, INC
RIABOSTON, MA
AUM $806MTEAM 15REPS 9
WARBERG ASSET MANAGEMENT LLC
RIAWINNETKA, IL
AUM $806MTEAM 10REPS 4
CLARUS VENTURES, LLC
RIACAMBRIDGE, MA
AUM $806MTEAM 31REPS 3
HENRICKSON NAUTA WEALTH ADVISORS, INC.
RIABELMONT, MI
AUM $805MTEAM 15REPS 9
LAKERIDGE WEALTH MANAGEMENT LLC
RIAMENTOR, OH
AUM $805MTEAM 22REPS 13
OHA PRIVATE CREDIT ADVISORS II, L.P.
RIANew York, NY
AUM $805MTEAM 435REPS 6
ASIO CAPITAL LLC
RIALexington, KY
AUM $805MTEAM 7REPS 10
STRATHMORE CAPITAL ADVISORS
RIACharlotte, NC
AUM $805MTEAM 17REPS 12
COPPER HARBOR INVESTMENT ADVISORS, LLC
RIAAPPLETON, WI
AUM $805MTEAM 6REPS 6
ROOF EIDAM MAYCOCK PERALTA LLC
RIASAN FRANCISCO, CA
AUM $805MTEAM 10REPS 6
MASTERS CAPITAL MANAGEMENT, L.L.C.
RIAAtlanta, GA
AUM $805MTEAM 17REPS 4
FELICITAS GLOBAL PARTNERS, LLC
RIAPASADENA, CA
AUM $804MTEAM 15REPS 2
TEMPO WEALTH
RIAINDEPENDENCE, OH
AUM $804MTEAM 12REPS 5
CURRAN WEALTH MANAGEMENT
RIAALBANY, NY
AUM $804MTEAM 12REPS 3
Other AUM ranges
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