RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Beverly Hills Private Wealth, LLC
RIABeverly Hills, CA
AUM $912MTEAM 10REPS 6
Guardian Financial Partners, LLC
RIAOrange, CA
AUM $912MTEAM 4REPS 8
SG Trading Solutions, LLC
RIABountiful, UT
AUM $912MTEAM 5REPS 2
Brookfield Asset Management Pic Bmg, LLC
RIANew York, NY
AUM $912MTEAM 1096REPS 7
Peak Wealth Solutions
RIAPepper Pike, OH
AUM $912MTEAM 10REPS 7
Nesteggs, Inc.
RIAJacksonville, FL
AUM $911MTEAM 29REPS 11
Moon Capital Management LP
RIANew York, NY
AUM $911MTEAM 23REPS 2
Claris Advisors, LLC
RIASaint Louis, MO
AUM $911MTEAM 3REPS 43
Tiempo Capital Partners
RIAMiami, FL
AUM $911MTEAM 7REPS 5
Syverson Strege
RIAWest Des Moines, IA
AUM $911MTEAM 15REPS 15
Constitution Capital Pm, L. P.
RIAAndover, MA
AUM $911MTEAM 67REPS 8
Taylor Derrick Capital, L.L.C.
RIASalt Lake City , UT
AUM $911MTEAM 22REPS 7
Singer Wealth Advisors LLC
RIABoca Raton, FL
AUM $911MTEAM 43REPS 21
Brookmont Capital Management
RIADallas, TX
AUM $910MTEAM 4REPS 3
FCA Partners, LLC
RIACharlotte, NC
AUM $910MTEAM 11REPS 3
Strategic Planning Group
RIABountiful, UT
AUM $910MTEAM 20REPS 8
Cullen Investment Group
RIALafayette, LA
AUM $910MTEAM 11REPS 6
Clayton Wealth Partners
RIATopeka, KS
AUM $910MTEAM 14REPS 10
Covenant Wealth Advisors
RIARichmond, VA
AUM $910MTEAM 12REPS 12
Dean Investments
RIABeavercreek, OH
AUM $909MTEAM 10REPS 6
Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services
RIAArlington, TX
AUM $909MTEAM 7REPS 6
Estancia Capital Management, LLC
RIAScottsdale, AZ
AUM $908MTEAM 15REPS 5
Darwin Ventures, LLC
RIASandpoint, ID
AUM $908MTEAM 4REPS 2
First Eagle Separate Account Management, LLC
RIANew York, NY
AUM $908MTEAM 46REPS 6
Other AUM ranges
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