RIAs: $500M – $1B AUM
2,404 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
The Advocate Group, LLC
RIAMinnetonka, MN
AUM $810MTEAM 17REPS 10
The Advisory Group of San Francisco, LLC
RIASan Francisco, CA
AUM $810MTEAM 9REPS 7
Zanetti Financial, LLC
RIAAlbuquerque, NM
AUM $809MTEAM 2REPS 2
Jack Creek Partners LLC
RIANew York, NY
AUM $809MTEAM 2REPS 1
Tanglewood Legacy Advisors, LLC
RIAHouston, TX
AUM $809MTEAM 9REPS 5
EFG Asset Management (North America) Corp
RIAPortland, OR
AUM $809MTEAM 5REPS 2
Polen Capital Clo Management, LLC
RIAWaltham, MA
AUM $808MTEAM 46REPS 3
Sunburst Financial Group, LLC
RIAVestavia, AL
AUM $808MTEAM 9REPS 8
Rmwc
RIANew York, NY
AUM $807MTEAM 13REPS 5
Proventus Ag
RIAZurich
AUM $807MTEAM 6REPS 2
Capital Innovations, LLC
RIAWaukesha, WI
AUM $807MTEAM 4REPS 2
Andbanc Advisory LLC
RIAMiami, FL
AUM $806MTEAM 13REPS 13
Mayfair Advisory Group, LLC
RIAMountain Brk, AL
AUM $806MTEAM 4REPS 4
Droms Strauss Wealth Management
RIASaint Louis, MO
AUM $806MTEAM 8REPS 6
Willing Capital Management Limited
RIAHong Kong
AUM $806MTEAM 13REPS 2
Firestone Capital Management Inc
RIASouth Miami, FL
AUM $806MTEAM 7REPS 6
Northstar Asset Management, Inc
RIABoston, MA
AUM $806MTEAM 15REPS 8
Warberg Asset Management LLC
RIAWinnetka, IL
AUM $806MTEAM 10REPS 4
Clarus Ventures, LLC
RIACambridge, MA
AUM $806MTEAM 31REPS 3
Lakeridge Wealth Management LLC
RIAMentor, OH
AUM $805MTEAM 22REPS 13
OHA Private Credit Advisors II, L.P.
RIANew York, NY
AUM $805MTEAM 435REPS 6
Asio Capital LLC
RIALexington, KY
AUM $805MTEAM 7REPS 10
Strathmore Capital Advisors
RIACharlotte, NC
AUM $805MTEAM 17REPS 12
Copper Harbor Investment Advisors, LLC
RIAAppleton, WI
AUM $805MTEAM 6REPS 5
Other AUM ranges
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