RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Sovereign Wealth Advisors LLC
RIAHouston, TX
AUM $625MTEAM 35REPS 30
Portfolio Design Labs, LLC
RIAEncino, CA
AUM $625MTEAM 5REPS 1
PVG Asset Management Corp
RIACentennial, CO
AUM $625MTEAM 9REPS 9
Brave Family Advisors
RIASummit, NJ
AUM $624MTEAM 7REPS 3
Lountzis Asset Management, LLC
RIAWyomissing, PA
AUM $624MTEAM 5REPS 3
Riverview Capital Advisers LLC
RIABoston, MA
AUM $624MTEAM 8REPS 6
Industrial Development Funding LLC
RIAMiami Beach, FL
AUM $624MTEAM 5REPS 1
Park Lane Advisors, LLC
RIABirmingham, AL
AUM $624MTEAM 4REPS 2
Hill Island Financial LLC
RIAGrand Rapids, MI
AUM $624MTEAM 11REPS 8
Axius Advisors LLC
RIASaint Charles, MO
AUM $624MTEAM 9REPS 12
Machine Investment Group, LP
RIANew York, NY
AUM $624MTEAM 13REPS 3
Sherrill & Hutchins Financial Advisory Inc
RIAAtlanta, GA
AUM $624MTEAM 9REPS 6
SPP Management Services, LLC
RIACharlotte, NC
AUM $624MTEAM 23REPS 3
Kelly Financial Services LLC
RIABraintree, MA
AUM $624MTEAM 10REPS 7
Dhjj Financial Advisors
RIANaperville, IL
AUM $623MTEAM 11REPS 13
FCA Corp
RIAHouston, TX
AUM $623MTEAM 17REPS 13
Neumann Advisory Hong Kong Limited
RIAHong Kong
AUM $623MTEAM 5REPS 3
L2 Point Management LLC
RIASan Francisco, CA
AUM $622MTEAM 10REPS 2
Shoten Capital LP
RIAAustin, TX
AUM $622MTEAM 8REPS 3
Hapanowicz Financial
RIAPittsburgh, PA
AUM $622MTEAM 13REPS 6
Staple Street Capital
RIANew York, NY
AUM $622MTEAM 24REPS 3
Mirabilis Management Company LLC
RIAAUM $622MTEAM 11REPS 2
Gatewood Capital Management LLC
RIANew York, NY
AUM $622MTEAM 8REPS 3
H Financial Management
RIACanonsburg, PA
AUM $622MTEAM 6REPS 6
Other AUM ranges
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