RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
LEISURE CAPITAL MANAGEMENT, INC.
RIACOSTA MESA, CA
AUM $874MTEAM 10REPS 8
SANDGLASS CAPITAL ADVISORS LLC
RIANew York, NY
AUM $874MTEAM 16REPS 4
GEARHART & ASSOCIATES
RIACINCINNATI, OH
AUM $873MTEAM 7REPS 5
INTEGRITY GROWTH PARTNERS, L.P.
RIALos Angeles, CA
AUM $873MTEAM 12REPS 2
AFFINITY WEALTH MANAGEMENT LLC
RIAWILMINGTON, DE
AUM $873MTEAM 17REPS 10
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
RIAWALNUT CREEK, CA
AUM $872MTEAM 12REPS 2
MARQUETTE WEALTH MANAGEMENT
RIAMINNEAPOLIS, MN
AUM $872MTEAM 7REPS 3
ALPHA CAPITAL MANAGEMENT
RIAAUSTIN, TX
AUM $871MTEAM 9REPS 6
MARLIN MANAGER, LLC
RIAST PETERSBURG, FL
AUM $871MTEAM 2REPS 2
OAK GROVE CAPITAL, LLC
RIAAUM $871MTEAM 2REPS 2
SECURE ASSET MANAGEMENT, L.L.C.
RIATROY, MI
AUM $871MTEAM 55REPS 56
PRAIRIE CAPITAL
RIACHICAGO, IL
AUM $870MTEAM 22REPS 7
ATLAS CAPITAL MANAGEMENT CORP
RIAFORT WAYNE, IN
AUM $870MTEAM 9REPS 5
PINE VALLEY CAPITAL PARTNERS LLC
RIAAUSTIN, TX
AUM $870MTEAM 10REPS 3
REDW WEALTH LLC
RIAALBUQUERQUE, NM
AUM $869MTEAM 15REPS 23
CANOPY PARTNERS
RIACINCINNATI, OH
AUM $869MTEAM 7REPS 6
BRIDGEWEALTH ADVISORY GROUP, LLC
RIAFRESNO, CA
AUM $869MTEAM 10REPS 5
BG INVESTMENT SERVICES, LLC
RIAHAGATNA
AUM $868MTEAM 7REPS 5
ASPEN RENEWABLE INVESTMENTS, L.L.C.
RIANew York, NY
AUM $868MTEAM 6REPS 3
CIRCLE ADVISERS INC
RIANew York, NY
AUM $868MTEAM 8REPS 7
INTEGRITY FINANCIAL CORPORATION
RIAJACKSON, WY
AUM $868MTEAM 21REPS 16
PARK CAPITAL MANAGEMENT, LLC
RIAFITCHBURG, WI
AUM $868MTEAM 9REPS 6
TMB CAPITAL PARTNERS, LLC
RIALITTLE ROCK, AR
AUM $868MTEAM 6REPS 4
VANTAGE FINANCIAL GROUP, INC.
RIACLEVELAND, OH
AUM $867MTEAM 60REPS 26
Other AUM ranges
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