RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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 16
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
Northstar Asset Management Company, LLC
RIABlue Bell, PA
AUM $660MTEAM 6REPS 3
Archer Capital Group Management, LLC
RIALos Angeles, CA
AUM $660MTEAM 8REPS 2
Buttonwood Financial Group, LLC
RIAKansas City, MO
AUM $659MTEAM 12REPS 8
Tradewinds, LLC
RIARaleigh, NC
AUM $659MTEAM 12REPS 12
Saints Capital
RIAAUM $659MTEAM 5REPS 3
Benin Management Corp
RIAAUM $659MTEAM 3REPS 2
Aries Wealth Management, LLC
RIAPortland, ME
AUM $659MTEAM 6REPS 4
Purus Wealth Management, LLC
RIANewport Beach, CA
AUM $658MTEAM 12REPS 6
Aspen Wealth Management, LLC
RIAFort Worth, TX
AUM $658MTEAM 9REPS 8
Arbor Wealth Advisors LLC
RIATroy, MI
AUM $658MTEAM 1REPS 1
Optima Asset Management Inc
RIADallas, TX
AUM $657MTEAM 2REPS 2
Spectrum Asset Management Inc
RIANewport Beach, CA
AUM $657MTEAM 12REPS 10
Other AUM ranges
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