RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Triumph Capital Management
RIADenver, CO
AUM $646MTEAM 18REPS 14
Shankervalleau Wealth Advisors, Inc.
RIASkokie, IL
AUM $645MTEAM 8REPS 6
Dafna Capital Management, LLC
RIALos Angeles, CA
AUM $645MTEAM 8REPS 3
DWM Asset Management, LLC
RIAStamford, CT
AUM $645MTEAM 36REPS 3
Spicewood Mineral Management, LLC
RIADallas, TX
AUM $645MTEAM 10REPS 1
1808 Capital Partners
RIAGreensboro, NC
AUM $645MTEAM 5REPS 4
Eldred Rock Partners, LLC
RIASan Antonio, TX
AUM $644MTEAM 10REPS 5
Buckley Wealth
RIALas Vegas, NV
AUM $644MTEAM 6REPS 7
Heron Bay Capital Management
RIABloomfield Hills, MI
AUM $644MTEAM 7REPS 7
Cadent Energy Partners
RIARye Brook, NY
AUM $644MTEAM 2REPS 3
Karya Capital Management LP
RIANew York, NY
AUM $643MTEAM 4REPS 1
Heritage Wealth Management, Inc.
RIASan Diego, CA
AUM $643MTEAM 13REPS 7
Hedonova Advisors LLC
RIAPost Falls, ID
AUM $643MTEAM 41REPS 5
Curasset Capital Management, LLC
RIANewark, NJ
AUM $643MTEAM 6REPS 4
Chatham Wealth Management
RIAChatham, NJ
AUM $643MTEAM 6REPS 3
Equilibrium Capital Investment Management, LLC
RIAPortland, OR
AUM $643MTEAM 16REPS 2
Abacus Fcf Advisors LLC
RIAOrlando, FL
AUM $643MTEAM 5REPS 4
Regency Wealth Management
RIARamsey, NJ
AUM $643MTEAM 8REPS 6
The Financial Resource Center
RIACarmel, IN
AUM $642MTEAM 5REPS 4
Jones Hill Capital LP
RIANew York, NY
AUM $642MTEAM 8REPS 3
Arjuna Capital, LLC
RIAManchester, MA
AUM $642MTEAM 14REPS 4
Kabr Management, LLC
RIAEnglewood, NJ
AUM $642MTEAM 11REPS 9
Granite Harbor Advisors, Inc.
RIAHouston, TX
AUM $642MTEAM 12REPS 14
Shakespeare Wealth Management, LLC
RIAPewaukee, WI
AUM $642MTEAM 9REPS 7
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?