RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Kaufman Rossin Wealth, LLC
RIAMiami, FL
AUM $507MTEAM 11REPS 9
Creand Management
RIAMiami, FL
AUM $507MTEAM 16REPS 14
Cleveland Wealth, LLC
RIACleveland, OH
AUM $507MTEAM 7REPS 3
Onyx Financial Advisors, LLC
RIAIdaho Falls, ID
AUM $506MTEAM 10REPS 7
Blacksand Capital, LLC
RIAHonolulu, HI
AUM $506MTEAM 7REPS 7
Financial & Tax Architects, LLC
RIASaint Louis, MO
AUM $506MTEAM 71REPS 39
Bluesphere Advisors LLC
RIAEast Norriton, PA
AUM $506MTEAM 8REPS 4
Welch Capital Partners LLC
RIAHarrison, NY
AUM $506MTEAM 4REPS 2
EAB Investment Group, LLC
RIABala Cynwyd, PA
AUM $506MTEAM 4REPS 4
Park Street Capital Advisers, L.L.C.
RIAAUM $506MTEAM 6REPS 5
First Advisors National, LLC
RIAAtlanta, GA
AUM $506MTEAM 65REPS 81
Next Horizon Capital
RIASan Francisco, CA
AUM $506MTEAM 7REPS 2
MKD Wealth
RIATroy, MI
AUM $506MTEAM 13REPS 7
Global Credit Advisers, LLC
RIANew York, NY
AUM $506MTEAM 14REPS 4
HFG Wealth Management, LLC
RIAThe Woodlands, TX
AUM $506MTEAM 5REPS 3
327 Capital Partners, LLC
RIASan Antonio, TX
AUM $506MTEAM 3REPS 2
Oliver Capital Management
RIASeattle, WA
AUM $506MTEAM 2REPS 1
Selby Lane Capital, LLC
RIACharlottesville, VA
AUM $505MTEAM 15REPS 3
Carl P. Sherr & Co, LLC
RIAWorcester, MA
AUM $505MTEAM 5REPS 3
Punch Card Management
RIAWinter Park, FL
AUM $505MTEAM 4REPS 2
Bellars Harris Wealth Management
RIAVirginia Beach, VA
AUM $505MTEAM 8REPS 7
Legacies Wealth LLC
RIAMinnetonka, MN
AUM $505MTEAM 5REPS 4
Capitala Private Advisors, LLC
RIACharlotte, NC
AUM $505MTEAM 16REPS 4
Perceptive Edge Investment Management, Inc.
RIAWayzata, MN
AUM $505MTEAM 4REPS 2
Other AUM ranges
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