RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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
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
SUNFLOWER WEALTH ADVISORS LLC
RIASALINA, KS
AUM $813MTEAM 3REPS 5
ASSETBUILDER, INC.
RIAALLEN, TX
AUM $813MTEAM 12REPS 10
PROSPERITAS FINANCIAL, LLC
RIAVALENCIA, CA
AUM $812MTEAM 33REPS 39
INTEGRIS WEALTH MANAGEMENT, LLC
RIAMONTEREY, CA
AUM $812MTEAM 18REPS 12
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
RIAHOUSTON, TX
AUM $811MTEAM 9REPS 4
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
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
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
RIASAN FRANCISCO, CA
AUM $810MTEAM 9REPS 7
ZANETTI FINANCIAL, LLC
RIAALBUQUERQUE, NM
AUM $809MTEAM 2REPS 2
TANGLEWOOD LEGACY ADVISORS, LLC
RIAHOUSTON, TX
AUM $809MTEAM 9REPS 5
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
RIAPORTLAND, OR
AUM $809MTEAM 5REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?