RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Melia Wealth LLC
RIATulsa, OK
AUM $560MTEAM 7REPS 4
Coral Tree Management, LP
RIALos Angeles, CA
AUM $560MTEAM 9REPS 3
The Community Foundation For Greater New Haven, Inc.
RIANew Haven, CT
AUM $560MTEAM 43REPS 4
Empirical Asset Management, LLC
RIAWellesley, MA
AUM $560MTEAM 14REPS 11
A & I Wealth Management
RIAEnglewood, CO
AUM $560MTEAM 9REPS 10
QP Consulting
RIATakoma Park, MD
AUM $560MTEAM 2REPS 2
Aecom Capital Real Estate, LLC
RIALos Angeles, CA
AUM $560MTEAM 4REPS 2
Ocean Path Advisors, LLC
RIAManhattan Beach, CA
AUM $560MTEAM 6REPS 6
Endeavor Advisors, LLC
RIAThe Woodlands, TX
AUM $560MTEAM 10REPS 8
Van Leeuwen Retirement & Investment Services
RIARichmond, KY
AUM $559MTEAM 3REPS 5
M. Kraus & Company
RIAShelburne, VT
AUM $559MTEAM 5REPS 5
Headland Capital
RIAMount Pleasant, SC
AUM $559MTEAM 19REPS 11
Narus Financial Partners, LLC
RIASalt Lake City , UT
AUM $559MTEAM 6REPS 6
Capital Investment Management, Inc
RIALee's Summit, MO
AUM $559MTEAM 10REPS 5
Paulson Wealth Management Inc.
RIAWest Palm Beach, FL
AUM $559MTEAM 11REPS 4
Ogorek Wealth Management, LLC
RIAWilliamsville, NY
AUM $559MTEAM 8REPS 2
Wealth Science Advisors LLC
RIAAlpharetta, GA
AUM $559MTEAM 9REPS 8
Impact Investment Adviser LLC
RIASan Francisco, CA
AUM $559MTEAM 16REPS 4
Guidance Point Advisors, LLC
RIAAUM $558MTEAM 5REPS 6
Thomaslloyd Climate Solutions LLC
RIAPleasantville, NY
AUM $558MTEAM 6REPS 3
Hobart Wealth
RIACharlotte, NC
AUM $558MTEAM 18REPS 11
Prairie Wealth Advisors, Inc.
RIAOmaha, NE
AUM $558MTEAM 11REPS 9
F&V Capital Management, L.L.C.
RIABoca Raton, FL
AUM $558MTEAM 7REPS 5
Life Line Wealth Management LLC
RIABeverly Hills, CA
AUM $558MTEAM 6REPS 5
Other AUM ranges
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