RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
BEAU MORGAN ADVISORS
RIAAUM $793MTEAM 3REPS 2
MONARCH PLAN ADVISORS
RIASIMI VALLEY, CA
AUM $793MTEAM 5REPS 5
CALMWATER CAPITAL
RIAEL SEGUNDO, CA
AUM $793MTEAM 8REPS 2
KR CAPITAL LP
RIANew York, NY
AUM $792MTEAM 20REPS 4
XP ADVISORY US, INC.
RIAMIAMI, FL
AUM $792MTEAM 34REPS 31
CARSONALLARIA WEALTH MANAGEMENT, LTD.
RIAGLEN CARBON, IL
AUM $792MTEAM 9REPS 6
MAVERICK REAL ESTATE PARTNERS LLC
RIANew York, NY
AUM $792MTEAM 15REPS 3
THE WEALTH COLLABORATIVE, INC.
RIACORONA DEL MAR, CA
AUM $792MTEAM 3REPS 3
X-SQUARE CAPITAL
RIAGuaynabo, PR
AUM $791MTEAM 7REPS 8
SUNPOINTE INVESTMENTS
RIASAINT LOUIS, MO
AUM $791MTEAM 17REPS 12
MARATHON CAPITAL MANAGEMENT
RIAHUNT VALLEY, MD
AUM $790MTEAM 7REPS 5
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
RIASTAMFORD, CT
AUM $790MTEAM 8REPS 3
GLOBAL IMC LLC
RIASOLANA BEACH, CA
AUM $790MTEAM 22REPS 5
ASTARIS CAPITAL MANAGEMENT LLP
RIALONDON
AUM $790MTEAM 10REPS 4
LAPIS ADVISERS, LP
RIADENVER, CO
AUM $789MTEAM 12REPS 3
WESTHILL FINANCIAL ADVISORS, INC.
RIASAN RAFAEL, CA
AUM $789MTEAM 11REPS 6
HOEY INVESTMENTS, INC.
RIACOATESVILLE, PA
AUM $788MTEAM 5REPS 1
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
RIACharlotte, NC
AUM $788MTEAM 2REPS 2
SOFTVEST ADVISORS
RIAABILENE, TX
AUM $788MTEAM 7REPS 3
SOUTHERN EQUITY ADVISORS LLC
RIAST THOMAS, VI
AUM $788MTEAM 2REPS 1
MMA ASSET MANAGEMENT LLC
RIACONSHOHOCKEN, PA
AUM $788MTEAM 19REPS 21
BELL INVESTMENT ADVISORS INC
RIAORINDA, CA
AUM $788MTEAM 14REPS 11
SHORENSTEIN INVESTMENT ADVISERS LLC
RIASAN FRANCISCO, CA
AUM $788MTEAM 33REPS 5
NEW WAVE LOANS RESIDENTIAL, LLC
RIANORTH MIAMI BEACH, FL
AUM $787MTEAM 16REPS 4
Other AUM ranges
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