RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Scott & Selber, Inc. Capital Management
RIAHouston, TX
AUM $638MTEAM 4REPS 2
Southern Capital Advisors, LLC
RIAJackson, TN
AUM $637MTEAM 6REPS 6
Timber Creek Capital Management, LLC
RIABoston, MA
AUM $637MTEAM 4REPS 3
Venture Investment Associates
RIAPeapack, NJ
AUM $637MTEAM 8REPS 4
West Advisors, Inc.
RIAAUM $637MTEAM 1REPS 1
Rock Island Capital
RIAOak Brook, IL
AUM $637MTEAM 10REPS 4
Crow's Nest Holdings LP
RIARichmond, VA
AUM $637MTEAM 4REPS 2
503 Capital Partners, LLC
RIALeawood, KS
AUM $636MTEAM 14REPS 3
Karmel Capital Management LLC
RIASolana Beach, CA
AUM $636MTEAM 8REPS 4
Merritt Point Partners LLC
RIAOakland, CA
AUM $636MTEAM 4REPS 2
Fischer Financial Services Inc
RIAHarrisburg, PA
AUM $636MTEAM 5REPS 4
The Roxborough Group
RIASan Francisco, CA
AUM $636MTEAM 15REPS 5
Rowland Miller + Partners LLC
RIAAtlanta, GA
AUM $636MTEAM 5REPS 3
Empower Financial Advisory, LLC
RIAGlastonbury, CT
AUM $636MTEAM 7REPS 4
Hilltop Wealth Advisors, LLC
RIAChapel Hill, NC
AUM $636MTEAM 17REPS 10
Fire Capital Management, LLC
RIASan Francisco, CA
AUM $635MTEAM 5REPS 4
Clare Market Investments, LLC
RIADallas, TX
AUM $635MTEAM 4REPS 4
Northwest Financial Services Inc
RIAIndianapolis, IN
AUM $635MTEAM 11REPS 9
Union Grove Venture Partners
RIASummit, NJ
AUM $635MTEAM 2REPS 2
Stanley Capital Management, LLC
RIAHouston, TX
AUM $635MTEAM 3REPS 3
Simcoe Capital Management, LLC
RIANew York, NY
AUM $634MTEAM 5REPS 2
The Salvetti Group
RIASacramento, CA
AUM $634MTEAM 6REPS 6
Vision Retirement
RIARidgewood, NJ
AUM $634MTEAM 13REPS 7
WJ Interests, LLC
RIASugar Land, TX
AUM $634MTEAM 10REPS 7
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?