RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
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 24
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
Investor Fan
RIAAUM $787MTEAM 18REPS 14
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 8
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 6
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
ACP Venture Capital Management Fund LLC
RIAHauppauge, NY
AUM $786MTEAM 2REPS 2
Insight Advisors, LLC
RIANewtown, PA
AUM $786MTEAM 22REPS 13
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
Other AUM ranges
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