RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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
Nokomis Capital, L.L.C.
RIADallas, TX
AUM $804MTEAM 5REPS 2
Great Diamond Partners, LLC
RIAPortland, ME
AUM $804MTEAM 12REPS 9
Hoxton Wealth
RIAOrlando, FL
AUM $804MTEAM 74REPS 39
Barnegat Fund Management Inc.
RIAHoboken, NJ
AUM $803MTEAM 6REPS 2
Eagleclaw Capital Management LLC
RIABoston, MA
AUM $803MTEAM 4REPS 5
Net Return Asset Management LLC
RIANew York, NY
AUM $803MTEAM 3REPS 3
Francis Financial
RIANew York, NY
AUM $803MTEAM 14REPS 11
Moss, Luse & Womble, LLC
RIAPlano, TX
AUM $803MTEAM 42REPS 22
Clear Trail Advisors, LLC
RIAHouston, TX
AUM $803MTEAM 7REPS 5
Elsewhere Partners, LLC
RIAAustin, TX
AUM $803MTEAM 22REPS 5
Opaleye Management Inc.
RIABoston, MA
AUM $803MTEAM 4REPS 1
Hunters Moon Capital LLP
RIALondon
AUM $803MTEAM 9REPS 4
Hunters Moon Capital (US) LP
RIANew York, NY
AUM $803MTEAM 4REPS 4
Poetic Group LLC
RIAHackensack, NJ
AUM $803MTEAM 9REPS 4
The L. Warner Companies, Inc
RIATimonium, MD
AUM $802MTEAM 38REPS 10
Solstein Capital, LLC
RIAMenlo Park, CA
AUM $802MTEAM 6REPS 2
Kain Capital
RIANew York, NY
AUM $802MTEAM 14REPS 5
Compass Group Equity Partners
RIASaint Louis, MO
AUM $801MTEAM 26REPS 3
PSI Advisors, LLC
RIATampa, FL
AUM $801MTEAM 22REPS 11
Fintech Collective Management LLC
RIANew York, NY
AUM $801MTEAM 16REPS 3
Other AUM ranges
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