RIAs: $500M – $1B AUM
2,404 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
IFC Core Investment Management LLC
RIARaleigh, NC
AUM $742MTEAM 44REPS 4
Highclere International Investors
RIALondon
AUM $742MTEAM 16REPS 3
Gradient Capital Advisors, LLC
RIASan Diego, CA
AUM $742MTEAM 7REPS 5
Allegheny Investments
RIAPittsburgh, PA
AUM $742MTEAM 21REPS 24
Mission Creek Capital Partners, Inc.
RIASan Francisco, CA
AUM $742MTEAM 14REPS 9
Stride Consumer
RIABoston, MA
AUM $740MTEAM 17REPS 4
August Group
RIAToronto
AUM $740MTEAM 22REPS 5
Bayshore Wealth Advisors
RIACoral Gables, FL
AUM $740MTEAM 4REPS 3
Nicholas Wealth Management
RIAMarietta, GA
AUM $740MTEAM 19REPS 11
Paragon Capital Management LLC
RIAOverland Park, KS
AUM $740MTEAM 10REPS 9
Arrow Capital Pty Ltd
RIASydney, New South Wales
AUM $740MTEAM 5REPS 2
Stonebridge Financial Group
RIAGrand Rapids, MI
AUM $739MTEAM 5REPS 5
AM Investment Strategies, LLC
RIAChattanooga, TN
AUM $738MTEAM 5REPS 2
Baird Capital Management Company, LLC
RIAMilwaukee, WI
AUM $738MTEAM 34REPS 3
Financial Directions LLC
RIATucson, AZ
AUM $738MTEAM 3REPS 3
Generate Capital Advisors, Pb LLC
RIASan Francisco, CA
AUM $737MTEAM 29REPS 4
Barometer Capital Management
RIAToronto Ontario
AUM $737MTEAM 25REPS 4
Crossplane Capital Management, LP
RIADallas, TX
AUM $736MTEAM 19REPS 3
Thomist Capital Management, LP
RIAHouston, TX
AUM $736MTEAM 10REPS 2
Valstone Partners VI
RIABirmingham, MI
AUM $736MTEAM 9REPS 4
The Marshall Financial Group LLC
RIAHunt Valley, MD
AUM $736MTEAM 18REPS 15
Carlson Investments
RIAConcord, NH
AUM $736MTEAM 14REPS 10
Shorebridge Capital Management, LLC
RIASummit, NJ
AUM $735MTEAM 5REPS 1
Stenger Family Office, LLC
RIANaperville, IL
AUM $735MTEAM 10REPS 7
Other AUM ranges
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