RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
RIACLAYTON, MO
AUM $889MTEAM 12REPS 7
GO INVEST LLC
RIAWEST JORDAN, UT
AUM $889MTEAM 1REPS 2
ERGUZ, LLC
RIATHE WOODLANDS, TX
AUM $889MTEAM 1REPS 1
WESTSIDE INVESTMENT MANAGEMENT, LLC
RIASANTA MONICA, CA
AUM $889MTEAM 14REPS 7
MARTIN INVESTMENT MANAGEMENT, LLC
RIAPALM BEACH GARDENS, FL
AUM $888MTEAM 12REPS 5
BIN YUAN CAPITAL LIMITED
RIAHong Kong
AUM $888MTEAM 4REPS 3
REMY INVESTORS & CONSULTANTS, LLC
RIALos Angeles, CA
AUM $888MTEAM 6REPS 4
BERNICKE WEALTH MANAGEMENT
RIAALTOONA, WI
AUM $887MTEAM 26REPS 13
ATIKA CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $887MTEAM 9REPS 2
CORINTHIA GLOBAL MANAGEMENT
RIANew York, NY
AUM $887MTEAM 22REPS 4
STRATA WEALTH ADVISORS, LLC
RIADALLAS, TX
AUM $886MTEAM 14REPS 9
INSIGHT EQUITY MANAGEMENT COMPANY LLC
RIASOUTHLAKE, TX
AUM $886MTEAM 21REPS 4
COVINGTON INVESTMENT ADVISORS, INC.
RIALIGONIER, PA
AUM $886MTEAM 8REPS 5
CFM WEALTH PARTNERS LLC
RIAAUSTIN, TX
AUM $886MTEAM 3REPS 2
ROBERT HARRELL, INCORPORATED
RIAAUSTIN, TX
AUM $885MTEAM 5REPS 6
NEW WORLD ADVISORS LLC
RIAHINGHAM, MA
AUM $885MTEAM 5REPS 2
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
RIASALINA, KS
AUM $885MTEAM 46REPS 28
BOW STREET LLC
RIANew York, NY
AUM $885MTEAM 15REPS 3
PILGRIM GLOBAL ADVISORS LLC
RIARENO, NV
AUM $884MTEAM 11REPS 5
ARROW CAPITAL PTY LTD
RIASYDNEY, NEW SOUTH WALES
AUM $884MTEAM 6REPS 2
BASEPOINT WEALTH, LLC
RIACEDAR RAPIDS, IA
AUM $884MTEAM 24REPS 13
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
RIAHAUPPAUGE, NY
AUM $884MTEAM 5REPS 3
SAGE RHINO CAPITAL LLC
RIAMENLO PARK, CA
AUM $884MTEAM 10REPS 10
CASTELLAN
RIALOUISVILLE, KY
AUM $882MTEAM 8REPS 5
Other AUM ranges
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