RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Thomaslloyd Climate Solutions LLC
RIAPleasantville, NY
AUM $558MTEAM 6REPS 3
Hobart Wealth
RIACharlotte, NC
AUM $558MTEAM 18REPS 13
Prairie Wealth Advisors, Inc.
RIAOmaha, NE
AUM $558MTEAM 12REPS 11
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
Quantum Financial Advisors Inc
RIARockville, MD
AUM $558MTEAM 10REPS 10
Nicollet Investment Management, Inc.
RIAMinneapolis, MN
AUM $557MTEAM 9REPS 8
Financial Harvest Wealth Advisors
RIAWinter Park, FL
AUM $557MTEAM 9REPS 6
Enrich Financial Partners LLC
RIAMadison, WI
AUM $557MTEAM 8REPS 4
Trinity Capital Management, LLC
RIASanta Barbara, CA
AUM $557MTEAM 6REPS 5
HT Partners LLC
RIACenterbrook, CT
AUM $556MTEAM 7REPS 5
Westchester Capital Management Inc
RIAOmaha, NE
AUM $556MTEAM 7REPS 3
Oldfather Financial Services
RIAKearney, NE
AUM $556MTEAM 6REPS 4
Saturn Five Advisors LLC
RIADenver, CO
AUM $556MTEAM 21REPS 2
SQ Capital LLC
RIANew York, NY
AUM $556MTEAM 17REPS 2
Northrim Adviser, LLC
RIAMesa, AZ
AUM $556MTEAM 12REPS 1
SF Equity Partners Management, LLC
RIASan Francisco, CA
AUM $556MTEAM 8REPS 2
Spruce Street Capital LP
RIANew York, NY
AUM $556MTEAM 4REPS 3
Indago Capital LLC
RIANew York, NY
AUM $556MTEAM 12REPS 2
Qvidtvm Management LLC
RIAThe Woodlands, TX
AUM $556MTEAM 6REPS 2
Consilio Wealth Advisors, LLC
RIABellevue, WA
AUM $556MTEAM 9REPS 7
Kooman & Associates
RIAAltoona, PA
AUM $556MTEAM 10REPS 8
Bigelow Investment Advisors, LLC
RIAPortland, ME
AUM $555MTEAM 8REPS 4
Digital Ascension Group - Wealth
RIADallas, TX
AUM $555MTEAM 70REPS 25
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?