RIAs: $500M – $1B AUM
2,404 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Philadelphia Financial
RIASan Francisco, CA
AUM $730MTEAM 9REPS 2
Cordgrass Capital Advisors, LLC
RIARaleigh, NC
AUM $730MTEAM 8REPS 4
Carbon Direct Capital Management LLC
RIANew York, NY
AUM $730MTEAM 15REPS 2
Canby Financial Advisors
RIAFramingham, MA
AUM $729MTEAM 11REPS 6
Variant
RIANew York, NY
AUM $729MTEAM 12REPS 4
Huber Capital Management LLC
RIAEl Segundo, CA
AUM $729MTEAM 11REPS 1
Meadow Creek Wealth Advisors, LLC
RIAAtlanta, GA
AUM $728MTEAM 5REPS 5
Cooperative Funeral Fund Inc
RIAMadison, CT
AUM $728MTEAM 20REPS 2
AAF Wealth Management, LLC
RIAWestborough, MA
AUM $728MTEAM 10REPS 7
Pike Street Capital
RIASeattle, WA
AUM $727MTEAM 12REPS 3
Tradewinds Capital Management, LLC
RIABellingham, WA
AUM $727MTEAM 10REPS 7
Quantum Financial Planning Services, Inc.
RIASpokane, WA
AUM $727MTEAM 19REPS 15
AXQ Capital, LP
RIAJersey City, NJ
AUM $727MTEAM 7REPS 2
Silver Heights Capital Management Inc.
RIAToronto Ontario
AUM $727MTEAM 11REPS 3
Virtus Family Office
RIAEl Paso, TX
AUM $727MTEAM 5REPS 2
Smith & Howard Wealth Management, LLC
RIAAtlanta, GA
AUM $727MTEAM 10REPS 7
Trgp Investment Partners, LP
RIAStamford, CT
AUM $727MTEAM 16REPS 3
Woodstock Wealth Management, Inc.
RIAWoodstock, GA
AUM $727MTEAM 26REPS 26
Kaydan Wealth Management, Inc.
RIAFenton, MI
AUM $727MTEAM 18REPS 6
Haddington Ventures, LLC
RIAHouston, TX
AUM $726MTEAM 9REPS 6
FS Credit Income Advisor, LLC
RIAPhiladelphia, PA
AUM $726MTEAM 183REPS 7
Renaissance Investment Group, LLC
RIALenox, MA
AUM $726MTEAM 9REPS 7
Great Point Wealth Advisors, LLC
RIABoston, MA
AUM $726MTEAM 5REPS 3
Himco, LLC
RIAMorristown, NJ
AUM $726MTEAM 49REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?