RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
LEO Wealth Americas, LLC
RIAHurst, TX
AUM $512MTEAM 21REPS 21
Misaki Capital Inc.
RIATokyo
AUM $512MTEAM 13REPS 2
Venator Management LLC
RIAPittsburgh, PA
AUM $512MTEAM 3REPS 2
ST. James Investment Advisors, LLC
RIAPort Jefferson, NY
AUM $512MTEAM 7REPS 5
Client 1st Advisory Group
RIADunedin, FL
AUM $511MTEAM 8REPS 7
Owner Resource Group, LLC
RIAAustin, TX
AUM $511MTEAM 16REPS 3
Florek Financial, LLC
RIADuxbury, MA
AUM $511MTEAM 2REPS 2
Robert L. Bender, Inc. Dba Robert Bender & Associates
RIAPasadena, CA
AUM $511MTEAM 5REPS 4
Shoker Investments
RIAAUM $511MTEAM 6REPS 4
Fidato Wealth LLC
RIAMiddleburg Heights, OH
AUM $511MTEAM 12REPS 8
Horizon Financial
RIAWest Henrietta, NY
AUM $510MTEAM 9REPS 10
Eldridge Gp1 Advisers
RIANew York, NY
AUM $510MTEAM 292REPS 6
Defender Capital
RIACharlotte, NC
AUM $510MTEAM 3REPS 3
Chase Investment Counsel Corporation
RIACharlottesville, VA
AUM $510MTEAM 7REPS 10
Madison Advisory Services, Inc.
RIAWhite Plains, NY
AUM $510MTEAM 16REPS 12
Nebari Partners, LLC
RIANew York, NY
AUM $510MTEAM 11REPS 4
Aspire Private Capital
RIACornelius, NC
AUM $510MTEAM 9REPS 9
Highbrook Capital Partners
RIAAtlanta, GA
AUM $509MTEAM 6REPS 4
Platform Wealth Advisors
RIAHolladay, UT
AUM $509MTEAM 17REPS 13
Mana Advisors LLC
RIANew York, NY
AUM $509MTEAM 4REPS 2
Turnspire Capital Partners LLC
RIANew York, NY
AUM $509MTEAM 11REPS 3
Permanent Equity Management
RIAColumbia, MO
AUM $509MTEAM 15REPS 5
Lionheart Strategic Management, LLC
RIANew York, NY
AUM $509MTEAM 14REPS 3
Taurus Private Markets, LLC
RIAMalvern, PA
AUM $509MTEAM 9REPS 3
Other AUM ranges
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