RIAs: $500M – $1B AUM
2,404 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Trifecta Capital Advisors, LLC
RIANorthbrook, IL
AUM $927MTEAM 3REPS 3
Lavaca Capital, LLC
RIAHouston, TX
AUM $927MTEAM 4REPS 4
The Advisory Resource Group, LLC
RIATulsa, OK
AUM $927MTEAM 13REPS 8
Statheros Financial Solutions, Inc.
RIAEl Dorado Hills, CA
AUM $926MTEAM 15REPS 10
Sprinkle Financial Consultants LLC
RIALittleton, CO
AUM $926MTEAM 8REPS 3
Coyle Capital, LLC
RIALakeway, TX
AUM $925MTEAM 7REPS 6
GLS Capital, LLC
RIAChicago, IL
AUM $925MTEAM 11REPS 4
PCJ Investment Counsel Ltd.
RIAToronto Ontario
AUM $924MTEAM 10REPS 9
RS2 Healthcare Partners
RIABoston, MA
AUM $924MTEAM 16REPS 2
Monticelloam, LLC
RIANew York, NY
AUM $923MTEAM 73REPS 3
Keller Wealth Advisors
RIAVictoria, TX
AUM $923MTEAM 10REPS 8
Legacy Wealth Advisors, LLC
RIANorth Miami Beach, FL
AUM $923MTEAM 14REPS 6
Gatsby Management, LLC
RIAAUM $922MTEAM 5REPS 2
Keudell Morrison Wealth Management, LLC
RIASalem, OR
AUM $922MTEAM 11REPS 8
Integrity Fixed Income Management
RIAOrlando, FL
AUM $921MTEAM 6REPS 7
Princeton Global Asset Management LLC
RIAPrinceton, NJ
AUM $921MTEAM 22REPS 21
Castlekeep Investment Advisors
RIAWestport, CT
AUM $921MTEAM 5REPS 5
Founders Capital Management, LLC
RIAHartford, CT
AUM $920MTEAM 5REPS 4
Bridger Investment Partners LLC
RIANew York, NY
AUM $920MTEAM 9REPS 5
Horst & Graben Wealth Management, LLC
RIAPortland, OR
AUM $920MTEAM 10REPS 5
Oak Root LLC
RIAAUM $920MTEAM 2REPS 2
Long Wharf Capital LLC
RIABoston, MA
AUM $919MTEAM 24REPS 3
White Lighthouse Investment Management, Inc.
RIAAUM $919MTEAM 9REPS 7
Northern Capital Management, Inc.
RIASpokane, WA
AUM $918MTEAM 11REPS 11
Other AUM ranges
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