RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Wela Financial Advisory
RIASan Antonio, TX
AUM $657MTEAM 9REPS 7
Thrive Capital Management, LLC
RIAFort Washington, PA
AUM $657MTEAM 26REPS 19
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 4
Rock Point Advisors, LLC
RIABurlington, VT
AUM $656MTEAM 9REPS 4
Mcgowan & Co LLP
RIABryn Mawr, PA
AUM $656MTEAM 3REPS 3
RBO & Co, LLC
RIASaint Helena, CA
AUM $655MTEAM 8REPS 3
Milestone Financial Associates, LLC
RIAMacungie, PA
AUM $654MTEAM 12REPS 8
Cornell Pochily Investment Advisors, Inc.
RIAIthaca, NY
AUM $654MTEAM 5REPS 7
PW Nova Financial Services LLC
RIANewtown, PA
AUM $654MTEAM 6REPS 7
Eagle Wealth Strategies
RIAMullica Hill, NJ
AUM $654MTEAM 11REPS 9
BCU Wealth Advisors, LLC
RIAVernon Hills, IL
AUM $654MTEAM 17REPS 19
Collaborative Wealth
RIALake Mary, FL
AUM $653MTEAM 13REPS 14
Rings Capital Management LLC
RIAChicago, IL
AUM $653MTEAM 2REPS 2
Collegiate Capital Management, Inc.
RIARaleigh, NC
AUM $653MTEAM 8REPS 5
Westover Capital Advisors, LLC
RIAWilmington, DE
AUM $653MTEAM 11REPS 6
Palisade Investments, LLC
RIAZephyr Cove, NV
AUM $653MTEAM 8REPS 7
Early Mcclintic & Mcmillan, LLC
RIAStafford, TX
AUM $652MTEAM 9REPS 7
BKM Wealth Management
RIABrookfield, WI
AUM $652MTEAM 9REPS 6
Australis Partners (Advisers) LLC
RIANew York, NY
AUM $652MTEAM 8REPS 6
Proprietary Capital, LLC
RIADenver, CO
AUM $652MTEAM 19REPS 2
Other AUM ranges
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