RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
FAI Capital Management
RIATampa, FL
AUM $842MTEAM 5REPS 3
AUA Private Equity Partners, LLC
RIAWest Palm Beach, FL
AUM $842MTEAM 11REPS 4
Stone House Investment Management, LLC
RIATunkhannock, PA
AUM $842MTEAM 18REPS 19
Akkadian Ventures, Inc.
RIASan Francisco, CA
AUM $841MTEAM 14REPS 3
Guggenheim Investment Advisors, LLC
RIANew York, NY
AUM $841MTEAM 9REPS 4
Eagle Merchant Partners
RIAAtlanta, GA
AUM $841MTEAM 22REPS 4
HPE Capital Management II, LLC
RIACincinnati, OH
AUM $840MTEAM 6REPS 3
Coinbase Asset Management, LLC
RIAStamford, CT
AUM $840MTEAM 14REPS 3
Chicory Wealth
RIAAUM $840MTEAM 23REPS 15
TFB Advisors, LLC
RIAOverland Park, KS
AUM $840MTEAM 23REPS 18
Adams Asset Advisors LLC
RIADallas, TX
AUM $839MTEAM 4REPS 2
Openview Advisors, LLC
RIABoston, MA
AUM $839MTEAM 15REPS 5
Concise Capital Management, L.P.
RIAMiami, FL
AUM $839MTEAM 12REPS 3
Net Worth Advisory Group, LLC
RIASandy, UT
AUM $838MTEAM 20REPS 15
Acansa Investment Management Group, LLC
RIATysons, VA
AUM $838MTEAM 5REPS 3
Twin Capital Management Inc
RIAMcmurray, PA
AUM $838MTEAM 8REPS 2
BFI Infinity Ltd.
RIAZurich
AUM $838MTEAM 21REPS 4
Torreyana Capital
RIALa Jolla, CA
AUM $837MTEAM 10REPS 2
Pinion Wealth Management, LLC
RIAWichita, KS
AUM $837MTEAM 12REPS 8
Market Street Wealth Management
RIAWest Chester, PA
AUM $837MTEAM 19REPS 11
Redwood Wealth Management, LLC
RIASanta Monica, CA
AUM $837MTEAM 3REPS 3
Freegulliver, LLC
RIANew Orleans, LA
AUM $837MTEAM 17REPS 9
Emerging Capital Partners
RIAWashington, DC
AUM $837MTEAM 6REPS 4
Peddock Capital Advisors, LLC
RIABraintree, MA
AUM $836MTEAM 6REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?