RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Harbourvest Registered Advisers
RIABoston, MA
AUM $539MTEAM 1204REPS 4
Morris Financial Concepts, Inc.
RIAMount Pleasant, SC
AUM $538MTEAM 10REPS 2
Deans Knight Capital Management
RIAVancouver
AUM $538MTEAM 14REPS 5
Origin Credit Advisers, LLC
RIADenver, CO
AUM $538MTEAM 8REPS 2
Arkfeld Wealth Strategies, L.L.C.
RIAOmaha, NE
AUM $538MTEAM 8REPS 5
Troob Capital Management LLC
RIARye Brook, NY
AUM $538MTEAM 8REPS 3
Weaver Capital Management, LLC
RIASuwanee, GA
AUM $538MTEAM 5REPS 3
Alpha Partners Management, LLC
RIANew York, NY
AUM $538MTEAM 10REPS 2
Rareview Capital LLC
RIALas Vegas, NV
AUM $538MTEAM 8REPS 8
Aecom-Canyon Partners Real Estate Fund Advisors LLC
RIADallas, TX
AUM $537MTEAM 128REPS 5
BP Capital Energy Advisors, LLC
RIADallas, TX
AUM $537MTEAM 9REPS 3
Redmond Asset Management, LLC
RIAHenrico, VA
AUM $537MTEAM 6REPS 3
Hinds Financial Group Inc
RIALakewood, CO
AUM $537MTEAM 10REPS 6
Novapoint Capital LLC
RIAAtlanta, GA
AUM $536MTEAM 6REPS 4
Hendricks Wealth and Estate Management
RIAAlgonquin, IL
AUM $536MTEAM 7REPS 6
Litvak Wealth, LLC
RIANorwalk, CT
AUM $536MTEAM 6REPS 6
Crescat Portfolio Management LLC
RIADenver, CO
AUM $536MTEAM 10REPS 4
Ninth Avenue Capital, LP
RIAKansas City, MO
AUM $536MTEAM 10REPS 3
Bright Rock Capital Management LLC
RIAHanover, MA
AUM $536MTEAM 5REPS 5
Legacy Capital Group California, Inc.
RIALos Gatos, CA
AUM $536MTEAM 17REPS 5
Fairbridge Asset Management LLC
RIADarien, CT
AUM $535MTEAM 17REPS 3
SPG Advisors LLC
RIAKirkland, WA
AUM $535MTEAM 9REPS 10
Juniper Capital Advisors, L.P.
RIAHouston, TX
AUM $535MTEAM 13REPS 5
Triagen Wealth Management LLC
RIACalabasas, CA
AUM $535MTEAM 5REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?