RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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
Shulman Demeo Asset Management, LLC
RIANew Hyde Park, NY
AUM $815MTEAM 6REPS 4
Forum Capital Advisors LLC
RIADenver, CO
AUM $815MTEAM 69REPS 7
Shoreline Equity Partners, LLC
RIANeptune Beach, FL
AUM $815MTEAM 23REPS 3
Lorne Steinberg Wealth Management Inc.
RIAMontreal
AUM $814MTEAM 16REPS 3
Eldridge Investment Advisors Inc
RIAManchester, NH
AUM $814MTEAM 8REPS 8
Claritas Capital
RIANashville, TN
AUM $814MTEAM 10REPS 2
American Ventures Im LLC
RIAPalm Beach Gardens, FL
AUM $814MTEAM 3REPS 3
CMH Wealth Management, LLC
RIAPortsmouth, NH
AUM $813MTEAM 9REPS 7
Kozak & Tripp Private Asset Management, Inc.
RIAHighlands Ranch, CO
AUM $813MTEAM 10REPS 3
Divisar Capital Management, LLC
RIASan Francisco, CA
AUM $813MTEAM 3REPS 1
Assetbuilder, Inc.
RIAAllen, TX
AUM $813MTEAM 12REPS 10
Prosperitas Financial, LLC
RIAValencia, CA
AUM $812MTEAM 33REPS 40
Integris Wealth Management, LLC
RIAMonterey, CA
AUM $812MTEAM 18REPS 12
Franklin, Parlapiano, Turner & Welch LLC
RIAHouston, TX
AUM $811MTEAM 9REPS 5
Speyside Equity Advisers LLC
RIAAnn Arbor, MI
AUM $811MTEAM 11REPS 2
Horizon Technology Finance
RIAFarmington, CT
AUM $811MTEAM 23REPS 5
Nelson Capital Management, LLC
RIAMenlo Park, CA
AUM $811MTEAM 10REPS 5
Stevens Capital Partners
RIAOmaha, NE
AUM $810MTEAM 21REPS 11
Investment Management Associates
RIAGreenwood Village, CO
AUM $810MTEAM 8REPS 3
Navi Intl-Administradora E Gestora de Recursos Financeiros LtdA.
RIASao Paulo
AUM $810MTEAM 7REPS 2
The Advocate Group, LLC
RIAMinnetonka, MN
AUM $810MTEAM 17REPS 11
Other AUM ranges
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