RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Mill Road Capital
RIAGreenwich, CT
AUM $754MTEAM 12REPS 4
Sweeney & Michel, LLC
RIAChico, CA
AUM $753MTEAM 3REPS 3
Navpoint Financial, Inc.
RIAPrior Lake, MN
AUM $752MTEAM 7REPS 5
Banyan Alpha Investment L.P.
RIASan Francisco, CA
AUM $752MTEAM 5REPS 1
Ballast, Inc.
RIALexington, KY
AUM $752MTEAM 12REPS 8
Nymbus Capital Inc.
RIAMontreal
AUM $751MTEAM 12REPS 3
Castlepoint Wealth Advisors
RIAOklahoma City, OK
AUM $751MTEAM 10REPS 9
Gator Capital Management, LLC
RIATampa, FL
AUM $751MTEAM 7REPS 5
Ewa, LLC
RIAPittsburgh, PA
AUM $751MTEAM 14REPS 11
Entrepreneur First Investment Manager LLP
RIALondon
AUM $751MTEAM 10REPS 4
Tilson Financial Group Inc
RIANew Providence, NJ
AUM $751MTEAM 9REPS 8
Stevens Foster Financial Advisors
RIABloomington, MN
AUM $750MTEAM 20REPS 6
Hopwood Financial Services, Inc.
RIAReston, VA
AUM $750MTEAM 11REPS 6
Torray Investment Partners LLC
RIABethesda, MD
AUM $750MTEAM 10REPS 9
Capitalia (Suisse)
RIAGeneva
AUM $750MTEAM 6REPS 1
Verde Capital Management, Inc.
RIAClarkston, MI
AUM $750MTEAM 16REPS 12
Rockline Wealth Management LLC
RIAIslip Terrace, NY
AUM $750MTEAM 4REPS 5
Westwood Wealth Management
RIADallas, TX
AUM $750MTEAM 62REPS 13
SBJ Capital
RIAWalnut Creek, CA
AUM $749MTEAM 19REPS 6
Curran Financial Partners, LLC
RIADaniel Island, SC
AUM $749MTEAM 30REPS 17
Southernsun Asset Management LLC
RIAMemphis, TN
AUM $749MTEAM 15REPS 5
QTR Family Wealth, LLC
RIALake Mary, FL
AUM $749MTEAM 7REPS 8
Cytium Investment Management, LLC
RIANew York, NY
AUM $749MTEAM 3REPS 1
Flagship Wealth Advisors, LLC
RIAWakefield, MA
AUM $749MTEAM 7REPS 8
Other AUM ranges
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