RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
INTELLIGENCE DRIVEN ADVISERS, LLC
RIACARLSBAD, CA
AUM $882MTEAM 22REPS 19
OPTAS, LLC
RIADRIPPING SPRINGS, TX
AUM $882MTEAM 9REPS 5
ALL STAR FINANCIAL
RIAMINNEAPOLIS, MN
AUM $882MTEAM 14REPS 5
XYPN INVEST
RIABOZEMAN, MT
AUM $882MTEAM 64REPS 56
FREEDOM ADVISORY
RIAGuaynabo, PR
AUM $881MTEAM 11REPS 7
ROSCOMMON ANALYTICS LLC
RIAHOUSTON, TX
AUM $881MTEAM 95REPS 3
LYONROSS CAPITAL MANAGEMENT, LLC
RIAWHITE PLAINS, NY
AUM $881MTEAM 6REPS 3
SPUR CAPITAL PARTNERS
RIABARTLESVILLE, OK
AUM $880MTEAM 9REPS 6
BAYSHORE CAPITAL
RIATAMPA, FL
AUM $879MTEAM 12REPS 3
PARK PLACE CAPITAL CORPORATION
RIAHOMEWOOD, AL
AUM $879MTEAM 20REPS 12
TRANSATLANTIQUE PRIVATE WEALTH LLC
RIANew York, NY
AUM $879MTEAM 11REPS 12
ALONGSIDE, LLC
RIAAUSTIN, TX
AUM $879MTEAM 3REPS 23
CHATHAM CAPITAL GROUP INC
RIASAVANNAH, GA
AUM $878MTEAM 9REPS 4
MILESTONE INVESTMENT ADVISORS, LLC
RIAMiddleton, WI
AUM $878MTEAM 7REPS 7
SEYMOUR ASSET MANAGEMENT LLC
RIANew York, NY
AUM $878MTEAM 1REPS 1
NOESIS CAPITAL MANAGEMENT CORP
RIABOCA RATON, FL
AUM $877MTEAM 12REPS 8
MONTZ HARCUS WEALTH MANAGEMENT
RIANEW ORLEANS, LA
AUM $876MTEAM 10REPS 6
TRUE GREEN CAPITAL MANAGEMENT LLC
RIAWESTPORT, CT
AUM $876MTEAM 34REPS 6
ICON ADVISERS, INC.
RIAGREENWOOD VILLAGE, CO
AUM $876MTEAM 14REPS 4
CGC FINANCIAL SERVICES
RIALAKE OSWEGO, OR
AUM $876MTEAM 13REPS 8
GREEN CITIES INVESTMENT MANAGEMENT, LLC
RIAPORTLAND, OR
AUM $875MTEAM 16REPS 4
RUNNING OAK CAPITAL LLC
RIAEDINA, MN
AUM $875MTEAM 2REPS 4
BITKRAFT VENTURES MANAGEMENT, LLC
RIAAUM $874MTEAM 27REPS 3
PASCAL INVESTMENT ADVISERS SA
RIANYON
AUM $874MTEAM 7REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?