RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Northleaf Capital Advisors Ltd.
RIAToronto Ontario
AUM $585MTEAM 156REPS 5
LEP Management LLC
RIASalt Lake City , UT
AUM $585MTEAM 13REPS 5
Kreitler Financial LLC
RIANew Haven, CT
AUM $585MTEAM 10REPS 5
Wellspring Wealth Management LLC
RIAAlpharetta, GA
AUM $585MTEAM 8REPS 5
Riley Friedman Asset Management
RIALos Altos, CA
AUM $585MTEAM 2REPS 2
Twin Peaks Wealth Advisors
RIAAUM $585MTEAM 14REPS 9
Tensor Edge Capital, LLC
RIABoston, MA
AUM $585MTEAM 9REPS 3
KDK Private Wealth Management
RIAHouston, TX
AUM $585MTEAM 7REPS 5
Freedom Fiduciaries LLC
RIABoise, ID
AUM $585MTEAM 5REPS 3
424 Capital, LLC
RIAWakefield, MA
AUM $584MTEAM 20REPS 5
Newroad Capital Partners, LLC
RIABentonville, AR
AUM $584MTEAM 16REPS 3
Hobbs Group Advisors LLC
RIAColumbia, SC
AUM $584MTEAM 8REPS 7
Fortis Advisors, LLC
RIAWayne, PA
AUM $584MTEAM 5REPS 4
Monetary Management Group Inc
RIABallwin, MO
AUM $584MTEAM 5REPS 8
Persium Advisors, LLC
RIAAtlanta, GA
AUM $584MTEAM 13REPS 11
Vine Investment Advisors, LP
RIAPalm Beach Gardens, FL
AUM $583MTEAM 1REPS 1
Pathview Wealth Advisors
RIASan Diego, CA
AUM $583MTEAM 14REPS 7
Praesidium Investment Management
RIANew York, NY
AUM $583MTEAM 11REPS 3
Citymark Capital Management Company LLC
RIACleveland, OH
AUM $583MTEAM 12REPS 1
Howard Bailey Securities, LLC
RIAFort Wayne, IN
AUM $583MTEAM 46REPS 12
Marble Trail Advisors
RIAMiddlebury, VT
AUM $583MTEAM 9REPS 5
Manteio Scalable Technologies LLC
RIAJersey City, NJ
AUM $583MTEAM 13REPS 4
Richardson Capital Management, LLC
RIAMenomonee Falls, WI
AUM $582MTEAM 9REPS 7
Northlight Capital Partners
RIAWestport, CT
AUM $582MTEAM 10REPS 6
Other AUM ranges
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