RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Epsilon Financial Group, Inc.
RIAFairfield, CA
AUM $626MTEAM 8REPS 5
B&C Financial Advisors
RIAPonte Vedra, FL
AUM $626MTEAM 12REPS 9
Rialto Wealth Management
RIASyracuse, NY
AUM $626MTEAM 7REPS 8
Impact Capital Partners LLC
RIAGreenwood Village, CO
AUM $626MTEAM 5REPS 5
Phraction Management LLC
RIAColchester, CT
AUM $626MTEAM 7REPS 4
Sandia Investment Management LP
RIABoston, MA
AUM $625MTEAM 6REPS 3
Climber Capital SA
RIANyon Vaud
AUM $625MTEAM 4REPS 7
Sovereign Wealth Advisors LLC
RIAHouston, TX
AUM $625MTEAM 35REPS 29
Portfolio Design Labs, LLC
RIAEncino, CA
AUM $625MTEAM 5REPS 1
PVG Asset Management Corp
RIACentennial, CO
AUM $625MTEAM 9REPS 9
Lountzis Asset Management, LLC
RIAWyomissing, PA
AUM $624MTEAM 5REPS 3
Riverview Capital Advisers LLC
RIABoston, MA
AUM $624MTEAM 8REPS 6
Industrial Development Funding LLC
RIAMiami Beach, FL
AUM $624MTEAM 5REPS 1
Hill Island Financial LLC
RIAGrand Rapids, MI
AUM $624MTEAM 11REPS 8
Axius Advisors LLC
RIASaint Charles, MO
AUM $624MTEAM 9REPS 12
Machine Investment Group, LP
RIANew York, NY
AUM $624MTEAM 13REPS 3
Sherrill & Hutchins Financial Advisory Inc
RIAAtlanta, GA
AUM $624MTEAM 9REPS 6
SPP Management Services, LLC
RIACharlotte, NC
AUM $624MTEAM 23REPS 3
Kelly Financial Services LLC
RIABraintree, MA
AUM $624MTEAM 10REPS 8
Dhjj Financial Advisors
RIANaperville, IL
AUM $623MTEAM 11REPS 13
FCA Corp
RIAHouston, TX
AUM $623MTEAM 17REPS 13
Neumann Advisory Hong Kong Limited
RIAHong Kong
AUM $623MTEAM 5REPS 3
L2 Point Management LLC
RIASan Francisco, CA
AUM $622MTEAM 10REPS 2
Shoten Capital LP
RIAAustin, TX
AUM $622MTEAM 8REPS 3
Other AUM ranges
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