RIAs: $500M – $1B AUM
2,404 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Boone Capital Management LLC
RIAAtlanta, GA
AUM $963MTEAM 5REPS 2
Bison Capital Asset Management, LLC
RIASanta Monica, CA
AUM $962MTEAM 12REPS 7
Partners for Growth
RIATiburon, CA
AUM $962MTEAM 21REPS 4
Cache Advisors LLC
RIASan Francisco, CA
AUM $962MTEAM 15REPS 10
Intelligent Wealth Solutions LLC
RIAAustin, TX
AUM $961MTEAM 6REPS 7
White Deer
RIAHouston, TX
AUM $961MTEAM 9REPS 3
Folium Capital LP
RIABurlington, MA
AUM $960MTEAM 10REPS 5
Tranquility Partners, LLC
RIABrentwood, TN
AUM $960MTEAM 7REPS 7
Clearlist Capital LLC
RIANew York, NY
AUM $960MTEAM 8REPS 3
Kingdon Capital Management, L.L.C.
RIANew York, NY
AUM $960MTEAM 19REPS 3
Swander Pace Capital
RIABedminster, NJ
AUM $960MTEAM 18REPS 2
Roehl & Yi Investment Advisors, LLC
RIAEugene, OR
AUM $959MTEAM 16REPS 11
Militia Capital Management, LLC
RIAAustin, TX
AUM $959MTEAM 7REPS 2
Leonard Rickey Investment Advisors, P.L.L.C.
RIAYakima, WA
AUM $958MTEAM 19REPS 9
Cortland Associates Inc
RIASaint Louis, MO
AUM $958MTEAM 7REPS 4
EOS Management, L.P.
RIANew York, NY
AUM $957MTEAM 18REPS 3
Corsair Capital Management, L.P.
RIANew York, NY
AUM $957MTEAM 3REPS 3
Comvest Credit Managers, LLC
RIAWest Palm Beach, FL
AUM $957MTEAM 150REPS 7
VCC Advisors, LLC
RIANew York, NY
AUM $957MTEAM 78REPS 5
Pioneer Family Office, LLC
RIANorth Miami Beach, FL
AUM $957MTEAM 5REPS 6
MBR Financial
RIAHouston, TX
AUM $956MTEAM 10REPS 6
Focus Investment Advisors, Inc
RIASolana Beach, CA
AUM $956MTEAM 7REPS 5
Rudius Management, L.P.
RIANew York, NY
AUM $956MTEAM 5REPS 2
Thorntree Capital Partners LP
RIABoston, MA
AUM $955MTEAM 8REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?