RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Gumshoe Capital Management LLC
RIANew York, NY
AUM $571MTEAM 7REPS 2
TTP Investments, Inc.
RIASan Jose, CA
AUM $571MTEAM 3REPS 4
Goodhart Partners LLP
RIALondon
AUM $570MTEAM 16REPS 9
Freif Advisors LLC
RIADenver, CO
AUM $570MTEAM 69REPS 6
BAY Hills Capital Management, LLC
RIASan Francisco, CA
AUM $570MTEAM 7REPS 2
Lionstone Capital Management LLC
RIANew York, NY
AUM $570MTEAM 6REPS 2
Inca Investments, LLC
RIAMiami, FL
AUM $570MTEAM 9REPS 4
Brilliant Advice, LLC
RIACincinnati, OH
AUM $570MTEAM 2REPS 3
Tallwoods Partners, LLC
RIAChicago, IL
AUM $569MTEAM 2REPS 1
Potentia Wealth
RIASan Jose, CA
AUM $569MTEAM 16REPS 10
Gilliland Jeter Wealth Management, LLC
RIALittle Rock, AR
AUM $569MTEAM 4REPS 4
Driftwood Advisors, LLC
RIACoral Gables, FL
AUM $569MTEAM 52REPS 8
Merkle Retirement Planning
RIAGrimes, IA
AUM $569MTEAM 30REPS 15
ACT Wealth Management, LLC
RIAAllen, TX
AUM $569MTEAM 5REPS 5
Generational Wealth Advisors
RIARichardson, TX
AUM $569MTEAM 60REPS 18
Freedom Investment Management, Inc.
RIASouth Windsor, CT
AUM $569MTEAM 9REPS 4
Inveris US LLC
RIACoral Gables, FL
AUM $568MTEAM 6REPS 3
RIA Advisory Group, LLC
RIASioux Falls, SD
AUM $568MTEAM 29REPS 23
FCG Investment Company
RIAGermantown, TN
AUM $568MTEAM 11REPS 10
Scissortail Wealth Management, LLC
RIATulsa, OK
AUM $568MTEAM 13REPS 9
Pier 88 Investment Partners, LLC
RIASan Francisco, CA
AUM $568MTEAM 5REPS 4
S.E.E.D. Planning Group, LLC
RIABinghamton, NY
AUM $568MTEAM 28REPS 19
Hillcrest Financial Group
RIAThousand Oaks, CA
AUM $568MTEAM 8REPS 6
Liberty Square Wealth Partners LLC
RIABethlehem, PA
AUM $568MTEAM 6REPS 5
Other AUM ranges
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