RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
CONSERVATION RESOURCE PARTNERS, LLC
RIAEXETER, NH
AUM $822MTEAM 17REPS 7
ALTA FOX CAPITAL MANAGEMENT, LLC
RIAFORT WORTH, TX
AUM $821MTEAM 8REPS 2
PALATINE FUND ADVISORS, LLC
RIAMIAMI, FL
AUM $821MTEAM 21REPS 5
MYDA ADVISORS LLC
RIAWOODMERE, NY
AUM $821MTEAM 8REPS 2
NEW HARBOR FINANCIAL GROUP, LLC
RIAWORCESTER, MA
AUM $821MTEAM 9REPS 6
J.P. Marvel Investment Advisors, Inc.
RIABOSTON, MA
AUM $821MTEAM 8REPS 5
SEGRA CAPITAL MANAGEMENT, LLC
RIAPALM BEACH, FL
AUM $821MTEAM 5REPS 3
ALBITZ/MILOE AND ASSOCIATES, INC.
RIATORRANCE, CA
AUM $821MTEAM 5REPS 6
LNC PARTNERS
RIAARLINGTON, VA
AUM $820MTEAM 16REPS 5
TELEIOS CAPITAL PARTNERS LLC
RIAZUG
AUM $820MTEAM 8REPS 7
VALICENTI ADVISORY SERVICES INC
RIAELMIRA, NY
AUM $820MTEAM 11REPS 4
PREMIER FINANCIAL GROUP INC
RIAEUREKA, CA
AUM $820MTEAM 17REPS 13
FSA WEALTH PARTNERS
RIAROCKVILLE, MD
AUM $820MTEAM 16REPS 9
ADVISORS MANAGEMENT GROUP INC
RIALA CROSSE, WI
AUM $820MTEAM 17REPS 12
ABEL HALL, LLC
RIABATON ROUGE, LA
AUM $819MTEAM 10REPS 7
ELYXIUM WEALTH LLC
RIABeverly Hills, CA
AUM $819MTEAM 6REPS 6
CCMP GROWTH, LP
RIANew York, NY
AUM $819MTEAM 14REPS 5
GREYROCK CAPITAL GROUP
RIACHICAGO, IL
AUM $818MTEAM 10REPS 5
CLEAR BROOK ADVISORS, INC.
RIABOSTON, MA
AUM $818MTEAM 6REPS 5
A. N. CULBERTSON & COMPANY, INC.
RIACHARLOTTESVILLE, VA
AUM $818MTEAM 9REPS 11
SSA WEALTH ADVISORS
RIAZURICH
AUM $817MTEAM 10REPS 7
MANNA TREE PARTNERS, LLC
RIADENVER, CO
AUM $816MTEAM 20REPS 3
QUADRA GESTAO DE RECURSOS S.A.
RIASAO PAULO
AUM $816MTEAM 19REPS 3
RIVER ASSOCIATES INVESTMENTS, L.P.
RIACHATTANOOGA, TN
AUM $815MTEAM 18REPS 9
Other AUM ranges
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