RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
MILL ROAD CAPITAL
RIAGREENWICH, CT
AUM $754MTEAM 12REPS 4
SWEENEY & MICHEL, LLC
RIACHICO, CA
AUM $753MTEAM 3REPS 3
NAVPOINT FINANCIAL, INC.
RIAPRIOR LAKE, MN
AUM $752MTEAM 7REPS 5
BANYAN ALPHA INVESTMENT L.P.
RIASAN FRANCISCO, CA
AUM $752MTEAM 5REPS 1
BALLAST, INC.
RIALexington, KY
AUM $752MTEAM 12REPS 8
NYMBUS CAPITAL INC.
RIAMONTREAL
AUM $751MTEAM 12REPS 3
CASTLEPOINT WEALTH ADVISORS
RIAOKLAHOMA CITY, OK
AUM $751MTEAM 10REPS 9
GATOR CAPITAL MANAGEMENT, LLC
RIATAMPA, FL
AUM $751MTEAM 7REPS 5
EWA, LLC
RIAPITTSBURGH, PA
AUM $751MTEAM 14REPS 11
ENTREPRENEUR FIRST INVESTMENT MANAGER LLP
RIALONDON
AUM $751MTEAM 10REPS 4
TILSON FINANCIAL GROUP INC
RIANEW PROVIDENCE, NJ
AUM $751MTEAM 9REPS 8
STEVENS FOSTER FINANCIAL ADVISORS
RIABLOOMINGTON, MN
AUM $750MTEAM 20REPS 6
HOPWOOD FINANCIAL SERVICES, INC.
RIARESTON, VA
AUM $750MTEAM 11REPS 6
TORRAY INVESTMENT PARTNERS LLC
RIABETHESDA, MD
AUM $750MTEAM 10REPS 9
CAPITALIA (SUISSE)
RIAGENEVA
AUM $750MTEAM 6REPS 1
VERDE CAPITAL MANAGEMENT, INC.
RIACLARKSTON, MI
AUM $750MTEAM 16REPS 12
ROCKLINE WEALTH MANAGEMENT LLC
RIAISLIP TERRACE, NY
AUM $750MTEAM 4REPS 5
WESTWOOD WEALTH MANAGEMENT
RIADALLAS, TX
AUM $750MTEAM 62REPS 13
SBJ CAPITAL
RIAWALNUT CREEK, CA
AUM $749MTEAM 19REPS 6
CURRAN FINANCIAL PARTNERS, LLC
RIADANIEL ISLAND, SC
AUM $749MTEAM 30REPS 17
SOUTHERNSUN ASSET MANAGEMENT LLC
RIAMEMPHIS, TN
AUM $749MTEAM 15REPS 5
QTR FAMILY WEALTH, LLC
RIALAKE MARY, FL
AUM $749MTEAM 7REPS 8
CYTIUM INVESTMENT MANAGEMENT, LLC
RIANew York, NY
AUM $749MTEAM 3REPS 1
FLAGSHIP WEALTH ADVISORS, LLC.
RIAWAKEFIELD, MA
AUM $749MTEAM 7REPS 8
Other AUM ranges
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