RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Entrypoint Capital, LLC
RIANew York, NY
AUM $700MTEAM 10REPS 3
Lauterbach Financial Advisors, LLC
RIAEl Paso, TX
AUM $700MTEAM 5REPS 13
KTF Investments, LLC
RIASeal Beach, CA
AUM $700MTEAM 7REPS 6
Aethon Energy Management
RIADallas, TX
AUM $700MTEAM 198REPS 2
Tidemark Management Company LP
RIAMenlo Park, CA
AUM $700MTEAM 16REPS 1
HFM Wealth Management
RIAWest Hartford, CT
AUM $700MTEAM 10REPS 8
The Retirement Solution LLC
RIARedmond, WA
AUM $699MTEAM 35REPS 18
IAM Advisory LLC
RIAEaston, PA
AUM $699MTEAM 14REPS 10
Tempus Wealth Planning, LLC
RIAIrvine, CA
AUM $699MTEAM 9REPS 10
Broadview Financial Management, LLC
RIAWauwatosa, WI
AUM $699MTEAM 9REPS 7
Aberdeen Wealth Management LLC
RIALake Bluff, IL
AUM $699MTEAM 4REPS 2
Lafise Global Advisors LLC
RIAMiami, FL
AUM $699MTEAM 3REPS 1
Grey Fox Wealth Advisors, LLC
RIARockland, DE
AUM $699MTEAM 11REPS 11
Iron Path Capital, L.P.
RIACharlottesville, VA
AUM $699MTEAM 18REPS 3
SW Investment Management LLC
RIAAUM $699MTEAM 1REPS 1
Ikarian Capital
RIADallas, TX
AUM $698MTEAM 8REPS 6
Acadian Asset Management
RIASingapore
AUM $698MTEAM 17REPS 7
Hamilton Wealth, LLC
RIALos Angeles, CA
AUM $698MTEAM 4REPS 3
ABG Consultants
RIACottonwood Heights, UT
AUM $697MTEAM 4REPS 7
Diesslin Group, Inc.
RIAFort Worth, TX
AUM $696MTEAM 12REPS 6
LP Investment Management, LLC
RIADallas, TX
AUM $696MTEAM 2REPS 1
Palo Alto Investors LP
RIAPalo Alto, CA
AUM $696MTEAM 10REPS 3
Maximai Investment Partners, LLC
RIACoral Gables, FL
AUM $696MTEAM 8REPS 5
FOX Run Management LLC
RIAGreenwich, CT
AUM $696MTEAM 9REPS 3
Other AUM ranges
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