RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
STONE HOUSE INVESTMENT MANAGEMENT, LLC
RIATUNKHANNOCK, PA
AUM $842MTEAM 18REPS 18
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 13
TFB ADVISORS, LLC
RIAOVERLAND PARK, KS
AUM $840MTEAM 23REPS 19
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
RIVERPARK ADVISORS, LLC
RIANew York, NY
AUM $836MTEAM 17REPS 4
FINANCIAL SENSE ADVISORS, INC.
RIASAN DIEGO, CA
AUM $836MTEAM 11REPS 10
Other AUM ranges
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