RIAs: $500M – $1B AUM
2,408 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
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 1
Secure Asset Management, L.L.C.
RIATroy, MI
AUM $871MTEAM 54REPS 55
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 6
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 17
Park Capital Management, LLC
RIAFitchburg, WI
AUM $868MTEAM 9REPS 6
Highline Wealth Partners
RIASherman Oaks, CA
AUM $868MTEAM 17REPS 17
TMB Capital Partners, LLC
RIALittle Rock, AR
AUM $868MTEAM 6REPS 4
Vantage Financial Group, Inc.
RIACleveland, OH
AUM $867MTEAM 60REPS 27
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?