RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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 10
Tradewinds, LLC
RIARaleigh, NC
AUM $659MTEAM 12REPS 11
Saints Capital
RIAAUM $659MTEAM 5REPS 3
Decagon Asset Management LLP
RIALondon
AUM $659MTEAM 6REPS 3
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
Highpost Capital, LLC
RIAWest Palm Beach, FL
AUM $657MTEAM 14REPS 4
Innovative Wealth Building LLC
RIACalifornia, MD
AUM $657MTEAM 17REPS 9
Wela Financial Advisory
RIASan Antonio, TX
AUM $657MTEAM 9REPS 7
Thrive Capital Management, LLC
RIAFort Washington, PA
AUM $657MTEAM 26REPS 15
M37 Management LP
RIAMenlo Park, CA
AUM $656MTEAM 6REPS 2
Warren Street Wealth Advisors, LLC
RIAIrvine, CA
AUM $656MTEAM 10REPS 9
Old Glory Asset Management LLC
RIAMalvern, PA
AUM $656MTEAM 2REPS 2
BMB Advisers LLC
RIALos Angeles, CA
AUM $656MTEAM 3REPS 3
Rock Point Advisors, LLC
RIABurlington, VT
AUM $656MTEAM 9REPS 4
Mcgowan & Co LLP
RIABryn Mawr, PA
AUM $656MTEAM 3REPS 3
Robinhood Ventures
RIAMenlo Park, CA
AUM $655MTEAM 125REPS 3
RBO & Co, LLC
RIASaint Helena, CA
AUM $655MTEAM 8REPS 3
Other AUM ranges
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