RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Soapstone Management L.P.
RIABethesda, MD
AUM $610MTEAM 4REPS 1
Hoopoe Advisors
RIABoston, MA
AUM $610MTEAM 11REPS 11
Keeler & Nadler Family Wealth
RIADublin, OH
AUM $610MTEAM 13REPS 8
Stonemark Wealth Management
RIAPasadena, CA
AUM $610MTEAM 12REPS 10
Woodward Diversified Capital, LLC
RIABakersfield, CA
AUM $610MTEAM 6REPS 4
Endowment Wealth Management, Inc.
RIAAppleton, WI
AUM $609MTEAM 14REPS 13
Cornerstone Wealth Advisors, Inc.
RIAEdina, MN
AUM $609MTEAM 8REPS 5
J. Stern & Co, LLC
RIANew York, NY
AUM $609MTEAM 4REPS 3
Central Family Advisors, LLC
RIANew York, NY
AUM $608MTEAM 4REPS 2
Rose Capital Advisors, LLC
RIAMiami Beach, FL
AUM $608MTEAM 14REPS 11
Beacon Harbor Wealth Advisors
RIAVirginia Beach, VA
AUM $608MTEAM 8REPS 5
Inlet Private Wealth, LLC
RIAJupiter, FL
AUM $608MTEAM 5REPS 5
Merchants Investment Partners, LLC
RIANew York, NY
AUM $608MTEAM 11REPS 2
Ironwood Wealth Management, LLC
RIAChandler, AZ
AUM $608MTEAM 14REPS 5
Arcapita Investment Management US Inc.
RIAAtlanta, GA
AUM $607MTEAM 8REPS 4
Drake & Associates, LLC
RIAWaukesha, WI
AUM $607MTEAM 35REPS 17
The Enterprise Investment Company
RIAFarmington Hills, MI
AUM $607MTEAM 7REPS 5
Drexel Morgan & Co
RIARadnor, PA
AUM $607MTEAM 4REPS 6
Trinity Investors Fund Advisors, LLC
RIASouthlake, TX
AUM $607MTEAM 4REPS 2
Cogentblue
RIAKnoxville, TN
AUM $606MTEAM 5REPS 5
Canaras Capital Management, LLC
RIANew York, NY
AUM $606MTEAM 10REPS 4
Prostatis Financial Advisors Group
RIAHanover, MD
AUM $605MTEAM 27REPS 15
Tlwm Financial
RIASan Antonio, TX
AUM $605MTEAM 11REPS 9
MFA Wealth Advisors, LLC
RIAPittsburgh, PA
AUM $605MTEAM 13REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?