RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Brasada Capital Management, LP
RIAHouston, TX
AUM $679MTEAM 14REPS 9
Forefront Analytics, LLC
RIAWest Conshohocken, PA
AUM $679MTEAM 18REPS 5
Monument Group Wealth Advisors, LLC
RIAConcord, MA
AUM $679MTEAM 7REPS 3
Thor Wealth Management Inc
RIACincinnati, OH
AUM $679MTEAM 15REPS 8
Hudson Value Partners, LLC
RIAPalm Beach, FL
AUM $678MTEAM 4REPS 4
Valinor Wealth Management
RIAPlano, TX
AUM $678MTEAM 1REPS 1
Hyposwiss Advisors SA
RIAGeneva
AUM $678MTEAM 9REPS 5
MTM Investment Management, LLC
RIASpartanburg, SC
AUM $678MTEAM 8REPS 5
Castle Harlan, Inc.
RIANew York, NY
AUM $678MTEAM 27REPS 4
Good Springs Capital
RIANew York, NY
AUM $678MTEAM 8REPS 3
VSM Wealth Advisory, LLC
RIAHunt Valley, MD
AUM $678MTEAM 6REPS 5
Financial Strategies Group, Inc
RIAOkemos, MI
AUM $677MTEAM 27REPS 8
9823 Capital, LP
RIADallas, TX
AUM $677MTEAM 6REPS 4
Yorktown Management and Research Co Inc
RIAForest, VA
AUM $677MTEAM 9REPS 8
Carderock Capital Management, Inc.
RIAChevy Chase, MD
AUM $677MTEAM 4REPS 4
Leverty Financial Group, LLC
RIAHudson, WI
AUM $677MTEAM 8REPS 7
Jacobson & Schmitt Advisors, LLC
RIAMiddleton, WI
AUM $676MTEAM 15REPS 12
Rockport Wealth Advisors
RIAFairview Park, OH
AUM $676MTEAM 15REPS 8
Pasi Investments, LLC
RIAFarmington, CT
AUM $676MTEAM 8REPS 8
Boston Research and Management, Inc.
RIAManchester, MA
AUM $676MTEAM 8REPS 6
Stordahl Capital Management, Inc.
RIAGreenwood Village, CO
AUM $676MTEAM 11REPS 7
Waterway Wealth Management, L.L.C.
RIAThe Woodlands, TX
AUM $676MTEAM 11REPS 8
Yiheng Capital Management, L.P.
RIASan Francisco, CA
AUM $676MTEAM 6REPS 3
Aphias Capital, L.P.
RIASan Francisco, CA
AUM $676MTEAM 13REPS 2
Other AUM ranges
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