RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
INVESTOR FAN
RIAAUM $787MTEAM 18REPS 16
CORNER CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $787MTEAM 12REPS 5
PFINGSTEN PARTNERS, L.L.C.
RIACHICAGO, IL
AUM $787MTEAM 20REPS 4
EAGLE ROCK INVESTMENT COMPANY, LLC
RIAAtlanta, GA
AUM $787MTEAM 4REPS 3
WARBURTON CAPITAL MANAGEMENT, LLC
RIATULSA, OK
AUM $787MTEAM 7REPS 7
VESTGEN INVESTMENT MANAGEMENT
RIAEGG HARBOR TWP, NJ
AUM $787MTEAM 21REPS 6
ENCORE CONSUMER CAPITAL, LP
RIASAN FRANCISCO, CA
AUM $786MTEAM 12REPS 4
INCEPTIONR LLC
RIAAUM $786MTEAM 3REPS 1
CRESTA ADVISORS
RIALAREDO, TX
AUM $786MTEAM 12REPS 7
ENHANCED CAPITAL PARTNERS, LLC
RIANEW ORLEANS, LA
AUM $786MTEAM 37REPS 9
REGENT PEAK WEALTH ADVISORS, LLC
RIAAtlanta, GA
AUM $786MTEAM 10REPS 9
CADENT CAPITAL ADVISORS, LLC
RIATULSA, OK
AUM $786MTEAM 15REPS 12
INSIGHT ADVISORS, LLC
RIANEWTOWN, PA
AUM $786MTEAM 22REPS 14
HELMSTAR WEALTH MANAGEMENT
RIABOISE, ID
AUM $786MTEAM 12REPS 7
ENHALUS CAPITAL, LP
RIANew York, NY
AUM $786MTEAM 4REPS 3
COASTLANDS CAPITAL LP
RIASAN FRANCISCO, CA
AUM $785MTEAM 5REPS 2
PIN OAK INVESTMENT ADVISORS INC
RIAHOUSTON, TX
AUM $785MTEAM 12REPS 6
JVL WEALTH STRATEGIES
RIAWYOMING, MI
AUM $784MTEAM 8REPS 8
BELLWETHER WEALTH
RIALINCOLN, NE
AUM $784MTEAM 12REPS 7
CENTURION WEALTH MANAGEMENT
RIAMCLEAN, VA
AUM $784MTEAM 14REPS 8
SYSTELLIGENCE, LLC
RIABLOOMINGTON, MN
AUM $784MTEAM 4REPS 4
AUGUSTINE ASSET MANAGEMENT INC
RIAJACKSONVILLE, FL
AUM $783MTEAM 8REPS 6
HARFST AND ASSOCIATES, INC.
RIASHERIDAN, WY
AUM $783MTEAM 8REPS 3
OLD PORT ADVISORS
RIAPORTLAND, ME
AUM $783MTEAM 14REPS 10
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?