RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Relation Wealth Management, Inc.
RIATulsa, OK
AUM $541MTEAM 14REPS 9
Venrex Investment Management LLP
RIALondon
AUM $541MTEAM 13REPS 2
Compound Family Offices, LLC
RIASarasota, FL
AUM $541MTEAM 6REPS 5
Dividend Assets Capital, LLC
RIARidgeland, SC
AUM $541MTEAM 7REPS 9
Gray Private Wealth, LLC
RIACanton, MA
AUM $541MTEAM 8REPS 7
Consilium Investment Management LLC
RIAFort Lauderdale, FL
AUM $541MTEAM 17REPS 3
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
Spirit of America Management Corp
RIASyosset, NY
AUM $540MTEAM 35REPS 17
WBI Investments, LLC
RIARed Bank, NJ
AUM $540MTEAM 13REPS 7
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 11
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 15
Access Wealth
RIAEast Hanover, NJ
AUM $539MTEAM 6REPS 13
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 6
Buska Wealth Management, LLC
RIAWausau, WI
AUM $539MTEAM 8REPS 9
Other AUM ranges
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