RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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
Milestone Financial Associates, LLC
RIAMacungie, PA
AUM $654MTEAM 12REPS 8
Cornell Pochily Investment Advisors, Inc.
RIAIthaca, NY
AUM $654MTEAM 5REPS 7
PW Nova Financial Services LLC
RIANewtown, PA
AUM $654MTEAM 6REPS 7
Range Advisory, LLC
RIAMclean, VA
AUM $654MTEAM 38REPS 34
Eagle Wealth Strategies
RIAMullica Hill, NJ
AUM $654MTEAM 11REPS 9
BCU Wealth Advisors, LLC
RIAVernon Hills, IL
AUM $654MTEAM 17REPS 19
Collaborative Wealth
RIALake Mary, FL
AUM $653MTEAM 13REPS 14
Rings Capital Management LLC
RIAChicago, IL
AUM $653MTEAM 2REPS 2
Collegiate Capital Management, Inc.
RIARaleigh, NC
AUM $653MTEAM 8REPS 5
Westover Capital Advisors, LLC
RIAWilmington, DE
AUM $653MTEAM 11REPS 6
Palisade Investments, LLC
RIAZephyr Cove, NV
AUM $653MTEAM 8REPS 7
Early Mcclintic & Mcmillan, LLC
RIAStafford, TX
AUM $652MTEAM 9REPS 7
BKM Wealth Management
RIABrookfield, WI
AUM $652MTEAM 9REPS 6
Australis Partners (Advisers) LLC
RIANew York, NY
AUM $652MTEAM 8REPS 6
Proprietary Capital, LLC
RIADenver, CO
AUM $652MTEAM 19REPS 2
OCO Capital Partners LP
RIANew York, NY
AUM $652MTEAM 4REPS 2
Weber Asset Management, Inc.
RIANew Hyde Park, NY
AUM $652MTEAM 8REPS 4
Nomura Capital Management LLC
RIANew York, NY
AUM $651MTEAM 167REPS 7
Advanced Asset Management Advisors, Inc.
RIADublin, OH
AUM $651MTEAM 8REPS 5
Summit Creek Advisors
RIAMinneapolis, MN
AUM $651MTEAM 7REPS 4
Monex Asset Management, Inc.
RIAHouston, TX
AUM $651MTEAM 20REPS 18
Other AUM ranges
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