RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
CAZ Investments Registered Adviser LLC
RIAHouston, TX
AUM $541MTEAM 83REPS 3
Ahoy Capital
RIAPalo Alto, CA
AUM $540MTEAM 4REPS 2
Oakwood Real Estate Partners, LLC
RIADenver, CO
AUM $540MTEAM 7REPS 5
Herold Advisors, Inc.
RIANew York, NY
AUM $540MTEAM 9REPS 16
Lk&A Investment Counsel
RIAPasadena, CA
AUM $540MTEAM 5REPS 2
IMC Advisors, LLC
RIAColumbus, IN
AUM $540MTEAM 5REPS 3
Spirit Of America Management Corp
RIASyosset, NY
AUM $540MTEAM 35REPS 18
WBI Investments, LLC
RIARed Bank, NJ
AUM $540MTEAM 13REPS 8
Dynamic Financial Group
RIACedar Falls, IA
AUM $540MTEAM 3REPS 3
NCM Capital Management, LLC
RIARamsey, NJ
AUM $539MTEAM 3REPS 3
Wealth Advisors Of Iowa, LLC
RIAWest Des Moines, IA
AUM $539MTEAM 12REPS 10
K Fund Capital Management, LLC
RIALos Angeles, CA
AUM $539MTEAM 2REPS 1
River Street Advisors, LLC
RIAAurora, IL
AUM $539MTEAM 12REPS 10
Black Knight Wealth Management, LLC
RIAAUM $539MTEAM 14REPS 14
Access Wealth
RIAEast Hanover, NJ
AUM $539MTEAM 6REPS 15
Mountain Hill Investment Partners
RIAAtlantic Highlands, NJ
AUM $539MTEAM 4REPS 3
Euphrates Advisors
RIAWashington, DC
AUM $539MTEAM 5REPS 4
Gallacher Capital Management, LLC
RIALone Tree, CO
AUM $539MTEAM 14REPS 9
The Capital Advisory Group Advisory Services, LLC
RIAPhoenix, AZ
AUM $539MTEAM 7REPS 2
Buska Wealth Management, LLC
RIAWausau, WI
AUM $539MTEAM 8REPS 9
Harbourvest Registered Advisers
RIABoston, MA
AUM $539MTEAM 1204REPS 4
Morris Financial Concepts, Inc.
RIAMount Pleasant, SC
AUM $538MTEAM 10REPS 9
Deans Knight Capital Management
RIAVancouver
AUM $538MTEAM 14REPS 5
Origin Credit Advisers, LLC
RIADenver, CO
AUM $538MTEAM 8REPS 2
Other AUM ranges
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