RIAs: $500M – $1B AUM
2,408 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
ST. James Investment Company, LLC
RIASouthlake, TX
AUM $661MTEAM 6REPS 5
Goodlander Investment Management, LLC
RIADallas, TX
AUM $660MTEAM 6REPS 3
Betterwealth LLC
RIASan Jose, CA
AUM $660MTEAM 6REPS 5
Northstar Asset Management Company, LLC
RIABlue Bell, PA
AUM $660MTEAM 6REPS 3
Archer Capital Group Management, LLC
RIALos Angeles, CA
AUM $660MTEAM 8REPS 2
Buttonwood Financial Group, LLC
RIAKansas City, MO
AUM $659MTEAM 12REPS 8
Tradewinds, LLC
RIARaleigh, NC
AUM $659MTEAM 12REPS 11
Saints Capital
RIAAUM $659MTEAM 5REPS 3
Benin Management Corp
RIAAUM $659MTEAM 3REPS 2
Aries Wealth Management, LLC
RIAPortland, ME
AUM $659MTEAM 6REPS 4
Purus Wealth Management, LLC
RIANewport Beach, CA
AUM $658MTEAM 12REPS 6
Aspen Wealth Management, LLC
RIAFort Worth, TX
AUM $658MTEAM 9REPS 8
Arbor Wealth Advisors LLC
RIATroy, MI
AUM $658MTEAM 1REPS 1
Optima Asset Management Inc
RIADallas, TX
AUM $657MTEAM 2REPS 2
Spectrum Asset Management Inc
RIANewport Beach, CA
AUM $657MTEAM 12REPS 10
Highpost Capital, LLC
RIAWest Palm Beach, FL
AUM $657MTEAM 14REPS 4
Innovative Wealth Building LLC
RIACalifornia, MD
AUM $657MTEAM 17REPS 9
Wela Financial Advisory
RIASan Antonio, TX
AUM $657MTEAM 9REPS 7
Thrive Capital Management, LLC
RIAFort Washington, PA
AUM $657MTEAM 26REPS 17
M37 Management LP
RIAMenlo Park, CA
AUM $656MTEAM 6REPS 2
Polar Capital (America) Corporation
RIATampa, FL
AUM $656MTEAM 12REPS 5
Warren Street Wealth Advisors, LLC
RIAIrvine, CA
AUM $656MTEAM 10REPS 10
Old Glory Asset Management LLC
RIAMalvern, PA
AUM $656MTEAM 2REPS 2
BMB Advisers LLC
RIALos Angeles, CA
AUM $656MTEAM 3REPS 3
Other AUM ranges
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