RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
RRA Capital
RIAPhoenix, AZ
AUM $663MTEAM 31REPS 6
Mcelhenny Sheffield Capital Management, LLC
RIADallas, TX
AUM $663MTEAM 7REPS 9
Calvert Street Capital Partners, Inc.
RIATowson, MD
AUM $663MTEAM 22REPS 6
Diligent Investors, LLC
RIARedlands, CA
AUM $663MTEAM 3REPS 3
Cruden Bay Investment Management, LLC
RIAWestlake Village, CA
AUM $663MTEAM 4REPS 4
Ironwood Financial, LLC
RIATucson, AZ
AUM $663MTEAM 10REPS 8
Three Arch Wealth Management LLC
RIAIrvine, CA
AUM $662MTEAM 5REPS 4
Harrell Investment Partners, LLC
RIAAustin, TX
AUM $662MTEAM 6REPS 4
Westshore Wealth
RIANewport Beach, CA
AUM $662MTEAM 10REPS 7
Bare Wealth Advisors
RIAGap, PA
AUM $662MTEAM 19REPS 9
Quattro Advisors L.L.C.
RIAPittsburgh, PA
AUM $662MTEAM 6REPS 5
Ascend Investment Partners
RIAOgden, UT
AUM $661MTEAM 8REPS 5
LEM Capital, L.P.
RIAPhiladelphia, PA
AUM $661MTEAM 21REPS 8
Pender Capital Management, LLC
RIADallas, TX
AUM $661MTEAM 14REPS 2
The Genwealth Group, Inc.
RIAMaplewood, NJ
AUM $661MTEAM 10REPS 6
Banorte Asset Management, Inc.
RIAHouston, TX
AUM $661MTEAM 40REPS 24
Williams Asset Management
RIAColumbia, MD
AUM $661MTEAM 9REPS 6
Riverwater Partners LLC
RIAMilwaukee, WI
AUM $661MTEAM 11REPS 9
Truvestments Capital LLC
RIALakewood Ranch, FL
AUM $661MTEAM 17REPS 15
Holderness Investments Co
RIAGreensboro, NC
AUM $661MTEAM 8REPS 6
Foundation Wealth Management, LLC
RIAClayton, MO
AUM $661MTEAM 6REPS 5
ST. James Investment Company, LLC
RIASouthlake, TX
AUM $661MTEAM 6REPS 5
Goodlander Investment Management, LLC
RIADallas, TX
AUM $660MTEAM 6REPS 3
Betterwealth LLC
RIASan Jose, CA
AUM $660MTEAM 6REPS 5
Other AUM ranges
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