RIAs: $500M – $1B AUM
2,401 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
EVERNEST FINANCIAL ADVISORS
RIACARMEL, IN
AUM $963MTEAM 6REPS 6
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 7
PARKWOODS WEALTH PARTNERS, LLC
RIACLAYTON, MO
AUM $962MTEAM 28REPS 22
INTELLIGENT WEALTH SOLUTIONS LLC
RIAAUSTIN, TX
AUM $961MTEAM 6REPS 7
WHITE DEER
RIAHOUSTON, TX
AUM $961MTEAM 9REPS 3
THE PACIFIC CENTER FOR FINANCIAL SERVICES
RIADANVILLE, CA
AUM $961MTEAM 4REPS 5
FOLIUM CAPITAL LP
RIABURLINGTON, MA
AUM $960MTEAM 10REPS 5
CLEARLIST CAPITAL LLC
RIANew York, NY
AUM $960MTEAM 8REPS 2
KINGDON CAPITAL MANAGEMENT, L.L.C.
RIANew York, NY
AUM $960MTEAM 19REPS 3
SWANDER PACE CAPITAL
RIABEDMINSTER, NJ
AUM $960MTEAM 18REPS 5
ROEHL & YI INVESTMENT ADVISORS, LLC
RIAEUGENE, OR
AUM $959MTEAM 16REPS 13
MARIDEA WEALTH MANAGEMENT
RIABrooklynn, NY
AUM $959MTEAM 48REPS 35
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 5
MBR FINANCIAL
RIAHOUSTON, TX
AUM $956MTEAM 10REPS 6
FOCUS INVESTMENT ADVISORS, INC
RIASOLANA BEACH, CA
AUM $956MTEAM 7REPS 5
Other AUM ranges
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