RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Propel Venture Partners Management Co
RIASan Carlos, CA
AUM $704MTEAM 4REPS 3
1 Seed Partners LLC
RIAChicago, IL
AUM $704MTEAM 13REPS 2
Windsor Capital Management, LLC
RIAPhoenix, AZ
AUM $703MTEAM 8REPS 6
CCC Advisors, LLC
RIAAustin, TX
AUM $703MTEAM 14REPS 2
Asset Growth Solutions, LLC
RIAScottsdale, AZ
AUM $703MTEAM 5REPS 2
Southeastern Asset Management International (Singapore) Pte. Ltd
RIASingapore
AUM $703MTEAM 7REPS 3
AR Asset Management, Inc.
RIAWest Hollywood, CA
AUM $702MTEAM 4REPS 4
Safeguard Investment Advisory Group, LLC
RIACorona, CA
AUM $702MTEAM 25REPS 9
Core Wealth Advisors, Inc.
RIALakeland, FL
AUM $702MTEAM 13REPS 11
Olympus Peak Asset Management LP
RIAAUM $702MTEAM 5REPS 1
Contravisory Investment Management, Inc.
RIANorwell, MA
AUM $702MTEAM 7REPS 5
Preisz Financial
RIAPortland, OR
AUM $702MTEAM 10REPS 9
Stillwater Asset Management, LLC
RIAStillwater, MN
AUM $701MTEAM 16REPS 2
Harbour Capital Advisors, LLC
RIATysons, VA
AUM $701MTEAM 11REPS 5
RPG Family Wealth Advisory, LLC
RIABurlington, MA
AUM $701MTEAM 21REPS 16
Atlas Asset Management LLC
RIAGuaynabo, PR
AUM $701MTEAM 3REPS 3
360 Financial
RIAWayzata, MN
AUM $701MTEAM 16REPS 10
Lauterbach Financial Advisors, LLC
RIAEl Paso, TX
AUM $700MTEAM 5REPS 13
KTF Investments, LLC
RIASeal Beach, CA
AUM $700MTEAM 7REPS 6
Aethon Energy Management
RIADallas, TX
AUM $700MTEAM 7REPS 2
Tidemark Management Company LP
RIAMenlo Park, CA
AUM $700MTEAM 16REPS 1
HFM Wealth Management
RIAWest Hartford, CT
AUM $700MTEAM 10REPS 8
The Retirement Solution LLC
RIARedmond, WA
AUM $699MTEAM 35REPS 19
Tempus Wealth Planning, LLC
RIAIrvine, CA
AUM $699MTEAM 9REPS 10
Other AUM ranges
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