RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
OCO Capital Partners LP
RIANew York, NY
AUM $652MTEAM 4REPS 2
Weber Asset Management, Inc.
RIANew Hyde Park, NY
AUM $652MTEAM 8REPS 4
Nomura Capital Management LLC
RIANew York, NY
AUM $651MTEAM 167REPS 55
Advanced Asset Management Advisors, Inc.
RIADublin, OH
AUM $651MTEAM 8REPS 5
Summit Creek Advisors
RIAMinneapolis, MN
AUM $651MTEAM 7REPS 4
Monex Asset Management, Inc.
RIAHouston, TX
AUM $651MTEAM 20REPS 19
ACM Management Company, LLC
RIAPortland, OR
AUM $650MTEAM 18REPS 7
Sheridan Production Partners Manager III, LLC
RIAHouston, TX
AUM $650MTEAM 20REPS 8
Bridgecreek Financial Group
RIATulsa, OK
AUM $650MTEAM 3REPS 3
Rosecliff Venture Management, LLC
RIANew York, NY
AUM $650MTEAM 10REPS 3
JRM Investment CounseL.
RIAAUM $649MTEAM 3REPS 3
Midwest Professional Planners, Ltd.
RIAWausau, WI
AUM $649MTEAM 29REPS 23
Essex LLC
RIADeer Park, IL
AUM $649MTEAM 9REPS 10
Asset Strategy Advisors, LLC
RIAWayland, MA
AUM $649MTEAM 10REPS 11
Dale K. Ehrhart, Inc.
RIAVenice, FL
AUM $649MTEAM 6REPS 5
Monument Wealth Management
RIAAlexandria, VA
AUM $648MTEAM 11REPS 9
Reap Financial Group, LLC
RIAAustin, TX
AUM $648MTEAM 28REPS 7
Family Office Research, LLC
RIABethesda, MD
AUM $648MTEAM 5REPS 4
5c Capital Management, LLC
RIAWoodcliff Lake, NJ
AUM $648MTEAM 7REPS 9
Powell Investment Advisors, LLC
RIAMiami, FL
AUM $648MTEAM 2REPS 3
Arixa Management, LLC
RIALos Angeles, CA
AUM $648MTEAM 94REPS 5
Altum Capital Management, LLC
RIANew York, NY
AUM $648MTEAM 20REPS 3
Pier Capital, LLC
RIAStamford, CT
AUM $648MTEAM 9REPS 7
Boston Standard Wealth Management, LLC
RIAWinchester, MA
AUM $648MTEAM 6REPS 4
Other AUM ranges
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