RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Friends & Family Capital Management, LLC
RIAMenlo Park, CA
AUM $794MTEAM 11REPS 2
Clayton Financial Group, LLC
RIASaint Louis, MO
AUM $794MTEAM 7REPS 3
Wealth Management Partners, LLC
RIATucson, AZ
AUM $794MTEAM 8REPS 8
Ackerman Asset Management, LLC
RIAAUM $794MTEAM 1REPS 1
Saturn V Capital Management LP
RIAAustin, TX
AUM $793MTEAM 6REPS 2
Centric Wealth Management, LLC
RIAChicago, IL
AUM $793MTEAM 15REPS 8
Beau Morgan Advisors
RIAAUM $793MTEAM 3REPS 1
Monarch Plan Advisors
RIASimi Valley, CA
AUM $793MTEAM 4REPS 4
Calmwater Capital
RIAEl Segundo, CA
AUM $793MTEAM 8REPS 2
KR Capital LP
RIANew York, NY
AUM $792MTEAM 20REPS 4
XP Advisory US, Inc.
RIAMiami, FL
AUM $792MTEAM 34REPS 32
Definition Capital
RIANew York, NY
AUM $792MTEAM 4REPS 2
Carsonallaria Wealth Management, Ltd.
RIAGlen Carbon, IL
AUM $792MTEAM 9REPS 6
Maverick Real Estate Partners LLC
RIANew York, NY
AUM $792MTEAM 15REPS 3
The Wealth Collaborative, Inc.
RIACorona Del Mar, CA
AUM $792MTEAM 3REPS 3
X-Square Capital
RIAGuaynabo, PR
AUM $791MTEAM 7REPS 8
Sunpointe Investments
RIASaint Louis, MO
AUM $791MTEAM 17REPS 11
Marathon Capital Management
RIAHunt Valley, MD
AUM $790MTEAM 7REPS 5
Land & Buildings Investment Management, LLC
RIAStamford, CT
AUM $790MTEAM 8REPS 3
Global Imc LLC
RIASolana Beach, CA
AUM $790MTEAM 22REPS 5
Lapis Advisers, LP
RIADenver, CO
AUM $789MTEAM 12REPS 3
Westhill Financial Advisors, Inc.
RIASan Rafael, CA
AUM $789MTEAM 11REPS 6
Hoey Investments, Inc.
RIACoatesville, PA
AUM $788MTEAM 5REPS 1
Hale Partnership Capital Management, LLC
RIACharlotte, NC
AUM $788MTEAM 2REPS 2
Other AUM ranges
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