RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Jones Hill Capital LP
RIANew York, NY
AUM $642MTEAM 8REPS 3
Arjuna Capital, LLC
RIAManchester, MA
AUM $642MTEAM 14REPS 4
Kabr Management, LLC
RIAEnglewood, NJ
AUM $642MTEAM 11REPS 9
Granite Harbor Advisors, Inc.
RIAHouston, TX
AUM $642MTEAM 12REPS 13
Shakespeare Wealth Management, LLC
RIAPewaukee, WI
AUM $642MTEAM 9REPS 7
Woodward Financial Advisors, Inc.
RIAChapel Hill, NC
AUM $641MTEAM 10REPS 6
Phoenix Wealth Advisors Inc.
RIAChapel Hill, NC
AUM $641MTEAM 8REPS 8
EVE Partners
RIAPonte Vedra, FL
AUM $641MTEAM 14REPS 4
Single Point Partners
RIABoston, MA
AUM $641MTEAM 16REPS 11
Riverstone Advisors, LLC
RIAAUM $641MTEAM 5REPS 3
Riggs Asset Management Co Inc
RIADallas, PA
AUM $640MTEAM 8REPS 9
Highland Financial Advisors, LLC
RIAWayne, NJ
AUM $640MTEAM 12REPS 8
Libra Wealth LLC
RIALos Gatos, CA
AUM $640MTEAM 5REPS 3
The Watchman Group, Inc.
RIAPlano, TX
AUM $640MTEAM 8REPS 5
Murphy Pohlad Asset Management LLC
RIAEden Prairie, MN
AUM $640MTEAM 8REPS 4
Olympiad Research LP
RIAStamford, CT
AUM $640MTEAM 19REPS 3
Concord Asset Management, LLC
RIAAbingdon, VA
AUM $639MTEAM 2REPS 2
TCFG Investment Advisors, LLC
RIALaguna Niguel, CA
AUM $639MTEAM 27REPS 33
Northeast Advisers, Inc.
RIAPaoli, PA
AUM $639MTEAM 5REPS 4
SK Wealth Management, LLC
RIAProvidence, RI
AUM $639MTEAM 6REPS 7
Bellatore Financial, Inc.
RIAThe Woodlands, TX
AUM $639MTEAM 3REPS 5
Acumen Wealth Advisors, LLC
RIAChattanooga, TN
AUM $638MTEAM 17REPS 15
Colorado Capital Management
RIABoulder, CO
AUM $638MTEAM 10REPS 10
Hemsley Advisors, Ltd.
RIAChicago, IL
AUM $638MTEAM 5REPS 5
Other AUM ranges
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