RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Stieven Capital Advisors, L.P.
RIASaint Louis, MO
AUM $563MTEAM 8REPS 3
Paradigm Wealth Management, LLC
RIAWestlake, OH
AUM $563MTEAM 7REPS 6
Dara Capital US, Inc.
RIAMiami, FL
AUM $563MTEAM 3REPS 3
Brooklyn Fi, LLC
RIABrooklynn, NY
AUM $563MTEAM 10REPS 10
Sequel Holdings, L.P.
RIADallas, TX
AUM $563MTEAM 12REPS 3
Vela Investment Management, LLC
RIANew Albany, OH
AUM $563MTEAM 29REPS 8
Lifeguide Financial Advisors, LLC
RIAMechanicsburg, PA
AUM $563MTEAM 25REPS 16
Harraden Circle Investments, LLC
RIANew York, NY
AUM $563MTEAM 9REPS 3
Jacobsen Capital Management
RIASalt Lake City , UT
AUM $563MTEAM 4REPS 4
MB Global Advisers, LLC
RIANew York, NY
AUM $562MTEAM 8REPS 2
Strongbox Wealth, LLC
RIALee's Summit, MO
AUM $562MTEAM 7REPS 4
Beck Capital Management LLC
RIAAustin, TX
AUM $562MTEAM 9REPS 9
Dumont & Blake Investment Advisors LLC
RIAPrinceton, NJ
AUM $562MTEAM 8REPS 4
Capitol Private Wealth Group LLC
RIAVienna, VA
AUM $562MTEAM 8REPS 7
SGH Wealth Management
RIALathrup Village, MI
AUM $562MTEAM 12REPS 5
Acorn Wealth Advisors, LLC
RIAGrand Blanc, MI
AUM $561MTEAM 5REPS 6
Towerpoint Wealth, LLC
RIASacramento, CA
AUM $561MTEAM 9REPS 6
Riverbend Energy Group
RIAHouston, TX
AUM $561MTEAM 43REPS 3
Retireright Consulting Group
RIAWest Des Moines, IA
AUM $561MTEAM 5REPS 5
Bulldog Investors, LLP
RIASaddle Brook, NJ
AUM $561MTEAM 6REPS 4
Matrix Private Capital Group
RIAChicago, IL
AUM $561MTEAM 8REPS 4
Wedgewood Partners, Inc.
RIASaint Louis, MO
AUM $561MTEAM 10REPS 8
John A. Wolfe & Associates, Inc.
RIAPortage, MI
AUM $561MTEAM 3REPS 2
Continuim Equity Partners, LP
RIAPittsburgh, PA
AUM $560MTEAM 22REPS 4
Other AUM ranges
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