RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Pacific Capital
RIACorona, CA
AUM $669MTEAM 9REPS 6
Wealth Care LLC
RIAAUM $669MTEAM 3REPS 3
Radial Equity Partners LP
RIANew York, NY
AUM $669MTEAM 19REPS 2
Aspyre Wealth Partners
RIAOverland Park, KS
AUM $668MTEAM 17REPS 10
Oakwell Private Wealth Management
RIAAustin, TX
AUM $668MTEAM 17REPS 12
Capeview Capital LLP
RIALondon
AUM $668MTEAM 14REPS 3
Veridan Wealth
RIAWest Linn, OR
AUM $667MTEAM 5REPS 4
A.W. Jones
RIANew York, NY
AUM $667MTEAM 6REPS 2
Periscope Equity LLC
RIAChicago, IL
AUM $667MTEAM 16REPS 3
Opengate Capital Management, LLC
RIANew York, NY
AUM $667MTEAM 25REPS 3
IRC Wealth
RIAAtlanta, GA
AUM $667MTEAM 11REPS 7
Cayetano Development, LLC
RIAAustin, TX
AUM $667MTEAM 46REPS 5
Prestige Wealth Management Group, LLC
RIAFlemington, NJ
AUM $666MTEAM 13REPS 6
Bluechip Wealth Advisors LLC
RIAMilton, GA
AUM $666MTEAM 8REPS 6
Beck Bode LLC
RIADedham, MA
AUM $666MTEAM 16REPS 17
Hiddenite Capital Partners LP
RIANew York, NY
AUM $666MTEAM 4REPS 2
Bcwm
RIAOverland Park, KS
AUM $665MTEAM 12REPS 9
America First Investment Advisors LLC
RIAOmaha, NE
AUM $665MTEAM 7REPS 7
Alta Wealth Advisors LLC
RIAWoburn, MA
AUM $665MTEAM 15REPS 12
Allen Wealth Management, LLC
RIABoone, NC
AUM $664MTEAM 7REPS 4
Logan Stone
RIAChicago, IL
AUM $664MTEAM 3REPS 3
Focused Alpha, LLC
RIAGreenwood Village, CO
AUM $664MTEAM 8REPS 7
Compass Capital Corporation
RIABraintree, MA
AUM $664MTEAM 14REPS 12
GKB Partners LLC
RIAAUM $663MTEAM 1REPS 1
Other AUM ranges
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