RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
NOKOMIS CAPITAL, L.L.C.
RIADALLAS, TX
AUM $804MTEAM 5REPS 2
GREAT DIAMOND PARTNERS, LLC
RIAPORTLAND, ME
AUM $804MTEAM 12REPS 9
HOXTON WEALTH
RIAJERSEY CITY, NJ
AUM $804MTEAM 74REPS 37
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
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
KUHN ADVISORS, INC.
RIADURHAM, NC
AUM $801MTEAM 8REPS 4
COMPTON WEALTH ADVISORY GROUP, LLC
RIAVIRGINIA BEACH, VA
AUM $800MTEAM 10REPS 5
LAFFER TENGLER INVESTMENTS, INC.
RIANASHVILLE, TN
AUM $800MTEAM 14REPS 15
CREEKMUR ASSET MANAGEMENT, LLC
RIAMORTON, IL
AUM $800MTEAM 36REPS 23
FINANCIAL FOCUS LLC
RIACARLSBAD, CA
AUM $800MTEAM 8REPS 5
Other AUM ranges
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