RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
KAH Capital Management, LLC
RIAMclean, VA
AUM $605MTEAM 8REPS 3
Eagle Health Investments LP
RIAGreenwich, CT
AUM $605MTEAM 9REPS 2
Atlas Brown
RIALouisville, KY
AUM $605MTEAM 9REPS 9
Fairvoy Private Wealth, LLC
RIABirmingham, AL
AUM $605MTEAM 8REPS 6
Institutional Capital Management, Inc.
RIAAUM $605MTEAM 2REPS 1
Proaltus USA
RIAAUM $605MTEAM 14REPS 3
Lago Asset Management
RIAChicago, IL
AUM $605MTEAM 15REPS 5
Sapere Wealth Management, LLC
RIAMatthews, NC
AUM $605MTEAM 7REPS 10
Heritage Wealth Advisors
RIACincinnati, OH
AUM $605MTEAM 6REPS 4
Atlantic Edge Private Wealth Management
RIAAUM $604MTEAM 6REPS 5
Ackerman Capital Management
RIADallas, TX
AUM $604MTEAM 6REPS 3
Deuterium Capital Management, LLC
RIAClearwater, FL
AUM $604MTEAM 8REPS 2
Long Walk Management LP
RIAAUM $604MTEAM 2REPS 2
Tucker Asset Management LLC
RIALittleton, CO
AUM $604MTEAM 80REPS 63
Marcellus Investment Managers Private Limited
RIAMumbai Maharashtra
AUM $603MTEAM 119REPS 7
Callodine Credit Management
RIABoston, MA
AUM $603MTEAM 11REPS 3
Vendera Management Holdings, LLC
RIADallas, TX
AUM $603MTEAM 28REPS 3
Avaii Wealth Management, LLC
RIAAppleton, WI
AUM $603MTEAM 18REPS 10
Endeavour Capital Advisors Inc.
RIAGreenwich, CT
AUM $603MTEAM 8REPS 3
Hurricane Capital Advisors LLC
RIANew York, NY
AUM $603MTEAM 25REPS 4
AR Asset Management, Inc.
RIAWest Hollywood, CA
AUM $603MTEAM 4REPS 4
Intergy Private Wealth, LLC
RIAColorado Springs, CO
AUM $603MTEAM 8REPS 3
OWL Creek Wealth Partners
RIADenver, CO
AUM $602MTEAM 5REPS 2
Agriglobe Land Advisors, LLC
RIAFresno, CA
AUM $602MTEAM 4REPS 5
Other AUM ranges
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