RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Davidson Capital Management, Inc
RIACorpus Christi, TX
AUM $630MTEAM 6REPS 5
Neumann Capital Management
RIAFoster City, CA
AUM $630MTEAM 4REPS 3
Rosel Wealth Management, LLC
RIAHighlands Ranch, CO
AUM $630MTEAM 4REPS 2
G2 Investment Partners Management LLC
RIANew York, NY
AUM $630MTEAM 10REPS 2
Rose Park Advisors, LLC
RIABoston, MA
AUM $630MTEAM 13REPS 3
Pharos Capital Group, LLC
RIABrentwood, TN
AUM $630MTEAM 22REPS 6
Legacy Wealth Management, LLC
RIABoise, ID
AUM $629MTEAM 39REPS 53
Solas Capital Management, LLC
RIADarien, CT
AUM $629MTEAM 4REPS 3
Cornerstone Wealth Management
RIAWestlake, OH
AUM $629MTEAM 8REPS 7
Manatuck Hill Partners, LLC
RIAWestport, CT
AUM $629MTEAM 6REPS 2
Argentem Creek Partners
RIANew York, NY
AUM $628MTEAM 12REPS 3
GEM Asset Management, LLC
RIAPlymouth, MI
AUM $628MTEAM 4REPS 4
Meridian Investment Advisors, Inc.
RIACarmel, IN
AUM $628MTEAM 5REPS 5
Capshift Advisors
RIAWest Newton, MA
AUM $628MTEAM 16REPS 3
Findec Wealth Services, Inc.
RIAStockton, CA
AUM $628MTEAM 5REPS 4
Aljian Capital Management
RIACarson City, NV
AUM $628MTEAM 3REPS 4
Kutscher Benner Barsness & Stevens, Inc.
RIASeattle, WA
AUM $628MTEAM 7REPS 6
Meridian Financial Partners LLC
RIAWarrenton, VA
AUM $628MTEAM 7REPS 5
Centrica Wealth Management
RIAMiami, FL
AUM $627MTEAM 3REPS 4
Ariadne Wealth Management, LP
RIASanta Barbara, CA
AUM $627MTEAM 6REPS 7
Harvest Growth Capital
RIAAUM $627MTEAM 4REPS 3
Winslow Asset Management Inc
RIABeachwood, OH
AUM $627MTEAM 6REPS 6
Lynx1 Capital Management LP
RIADorado, PR
AUM $627MTEAM 5REPS 2
Crosstimbers Capital Group, LLC
RIAHouston, TX
AUM $626MTEAM 16REPS 2
Other AUM ranges
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