RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Radnor Capital Management, LLC
RIAWayne, PA
AUM $855MTEAM 8REPS 6
Rossby Financial, LLC
RIAMelbourne, FL
AUM $855MTEAM 7REPS 29
Estuary Capital Management LP
RIAWayzata, MN
AUM $854MTEAM 13REPS 3
Neman Ventures LLC
RIAAUM $854MTEAM 2REPS 1
GT Investment Partners, LP
RIAIrvine, CA
AUM $853MTEAM 6REPS 4
Birchwood Financial Partners, Inc.
RIABloomington, MN
AUM $853MTEAM 15REPS 9
Leelyn Smith, LLC
RIAGeneva, IL
AUM $852MTEAM 38REPS 13
Smith Thornton Advisors, LLC
RIAHuntsville, AL
AUM $852MTEAM 9REPS 8
Olympus Capital Holdings Asia LLC
RIAMount Kisco, NY
AUM $852MTEAM 41REPS 8
PJS Investment Management
RIACedarburg, WI
AUM $852MTEAM 18REPS 12
Apeiron
RIADallas, TX
AUM $852MTEAM 17REPS 11
Warner Financial, Inc
RIABethesda, MD
AUM $852MTEAM 4REPS 4
Harbor Advisors
RIAWest Palm Beach, FL
AUM $852MTEAM 1REPS 1
HH Capital Management, Inc.
RIAHermosa Beach, CA
AUM $851MTEAM 1REPS 1
Affinity Capital Advisors LLC
RIABerkeley, CA
AUM $851MTEAM 11REPS 5
Aztlan Equity Management, LLC
RIAMclean, VA
AUM $851MTEAM 10REPS 1
Channel Wealth, LLC
RIASanta Barbara, CA
AUM $851MTEAM 17REPS 10
Whitaker-Myers Wealth Managers, Ltd.
RIAMansfield, OH
AUM $851MTEAM 30REPS 21
NS Management Ltd
RIADevonshire Devonshire
AUM $850MTEAM 2REPS 4
Aetna Asset Advisors, LLC
RIAHartford, CT
AUM $850MTEAM 26REPS 4
Liberty Capital Management Inc
RIABirmingham, MI
AUM $849MTEAM 4REPS 4
Prime Quadrant
RIAToronto
AUM $849MTEAM 4REPS 4
Avenir Corporation
RIAAlexandria, VA
AUM $849MTEAM 6REPS 5
Silverlake Wealth Management LLC
RIAWilliston, VT
AUM $849MTEAM 13REPS 9
Other AUM ranges
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