RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
PENNSYLVANIA CAPITAL MANAGEMENT INC.
RIAHUNTINGDON VALLEY, PA
AUM $849MTEAM 10REPS 5
NBC CAPITAL ADVISORS
RIABEAVERTON, OR
AUM $847MTEAM 5REPS 5
MITCHELL CAPITAL MANAGEMENT CO
RIALEAWOOD, KS
AUM $847MTEAM 11REPS 8
SENECA FINANCIAL ADVISORS LLC
RIAROCHESTER, NY
AUM $847MTEAM 19REPS 6
RIVERGLADE CAPITAL
RIACHICAGO, IL
AUM $847MTEAM 12REPS 3
BARON WEALTH MANAGEMENT, LLC
RIATROY, MI
AUM $847MTEAM 6REPS 5
BARRY INVESTMENT ADVISORS, LLC
RIANEW BEDFORD, MA
AUM $847MTEAM 12REPS 9
OAKWORTH ASSET MANAGEMENT, LLC
RIABirmingham, AL
AUM $846MTEAM 20REPS 22
FALCONPOINT CAPITAL PARTNERS LLC
RIANew York, NY
AUM $845MTEAM 8REPS 3
INTEGRATED QUANTITATIVE INVESTMENTS LLC
RIABELLEVUE, WA
AUM $845MTEAM 6REPS 6
LINCOLN CAPITAL, LLC
RIALINCOLN, NE
AUM $845MTEAM 9REPS 4
LIGHTHOUSE WEALTH STRATEGIES, LLC
RIAGIG HARBOR, WA
AUM $844MTEAM 13REPS 15
AMERICAN MONEY MANAGEMENT, LLC
RIARANCHO SANTA FE, CA
AUM $844MTEAM 13REPS 11
PERSPECTIVE WEALTH PARTNERS, LLC
RIABOISE, ID
AUM $844MTEAM 12REPS 8
CLAREMONT CAPITAL MANAGEMENT, LLC
RIAPHOENIX, AZ
AUM $844MTEAM 3REPS 2
CKC CAPITAL LLC
RIANew York, NY
AUM $844MTEAM 9REPS 4
FIRST LIGHT RETIREMENT, LLC
RIADEL MAR, CA
AUM $844MTEAM 2REPS 2
ROSEMAWR MANAGEMENT LLC
RIAMIAMI BEACH, FL
AUM $844MTEAM 23REPS 3
INLIGHT WEALTH
RIAAtlanta, GA
AUM $843MTEAM 6REPS 4
BRIDGE NET LEASE FUND MANAGER LLC
RIASANDY, UT
AUM $843MTEAM 587REPS 3
LOOMIS CAPITAL MANAGEMENT
RIAAUM $842MTEAM 1REPS 1
PURKISS CAPITAL ADVISORS, LLC
RIAAUM $842MTEAM 8REPS 4
FAI CAPITAL MANAGEMENT
RIATAMPA, FL
AUM $842MTEAM 5REPS 3
AUA PRIVATE EQUITY PARTNERS, LLC
RIAWEST PALM BEACH, FL
AUM $842MTEAM 11REPS 4
Other AUM ranges
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