RIAs: $500M – $1B AUM
2,404 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Castellan
RIALouisville, KY
AUM $882MTEAM 8REPS 5
Intelligence Driven Advisers, LLC
RIACarlsbad, CA
AUM $882MTEAM 22REPS 17
Optas, LLC
RIADripping Springs, TX
AUM $882MTEAM 9REPS 5
ALL Star Financial
RIAMinneapolis, MN
AUM $882MTEAM 14REPS 5
Freedom Advisory
RIAGuaynabo, PR
AUM $881MTEAM 11REPS 7
Roscommon Analytics LLC
RIANew York, NY
AUM $881MTEAM 95REPS 3
Lyonross Capital Management, LLC
RIAWhite Plains, NY
AUM $881MTEAM 6REPS 3
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 11
Alongside, LLC
RIAAustin, TX
AUM $879MTEAM 3REPS 26
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 10
Green Cities Investment Management, LLC
RIAPortland, OR
AUM $875MTEAM 16REPS 4
Running Oak Capital LLC
RIAMinneapolis, MN
AUM $875MTEAM 3REPS 5
Broadside Wealth
RIASan Francisco, CA
AUM $875MTEAM 5REPS 5
Bitkraft Ventures Management, LLC
RIAAUM $874MTEAM 27REPS 3
Leisure Capital Management, Inc.
RIACosta Mesa, CA
AUM $874MTEAM 10REPS 7
Other AUM ranges
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