RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Consolidated Financial
RIADublin, OH
AUM $589MTEAM 6REPS 6
HFR Wealth Management, LLC
RIAAUM $589MTEAM 6REPS 5
Stone-Goff Partners
RIANew York, NY
AUM $589MTEAM 14REPS 4
Jade Mountain Partners, LLC
RIAWhite Plains, NY
AUM $588MTEAM 16REPS 4
Virage Capital Management LP
RIAHouston, TX
AUM $588MTEAM 12REPS 3
Investrust Consulting, LLC
RIAOklahoma City, OK
AUM $588MTEAM 10REPS 11
Brock Fiduciary Services LLC
RIANew York, NY
AUM $588MTEAM 4REPS 2
Granite Bay Wealth Management, LLC
RIAPortsmouth, NH
AUM $588MTEAM 8REPS 8
JPL Wealth Management, LLC
RIAGreenwood Village, CO
AUM $588MTEAM 6REPS 4
Everpar Advisors LLC
RIATulsa, OK
AUM $588MTEAM 9REPS 10
Kirr, Marbach & Company, LLC
RIAColumbus, IN
AUM $588MTEAM 7REPS 6
Scopia Capital Management LP
RIANew York, NY
AUM $587MTEAM 20REPS 5
Summa Corp.
RIATomball, TX
AUM $587MTEAM 2REPS 3
Castle Rock Wealth Management, LLC
RIAWalnut Creek, CA
AUM $587MTEAM 7REPS 7
Harpswell Capital Advisors, LLC
RIAYarmouth, ME
AUM $587MTEAM 5REPS 2
Squire Wealth Advisors
RIAOrem, UT
AUM $587MTEAM 15REPS 12
Cuadrilla Capital, LLC
RIASanta Barbara, CA
AUM $587MTEAM 9REPS 4
ARX Management, LLC
RIAEl Segundo, CA
AUM $586MTEAM 4REPS 1
Satis Wealth Management
RIALondon
AUM $586MTEAM 16REPS 18
Diversified Financial Advisors, LLC
RIATown And Country, MO
AUM $586MTEAM 3REPS 4
O'Keefe Stevens Advisory, Inc.
RIAAUM $586MTEAM 8REPS 5
LEP Management LLC
RIASalt Lake City , UT
AUM $585MTEAM 13REPS 5
Kreitler Financial LLC
RIANew Haven, CT
AUM $585MTEAM 10REPS 6
Wellspring Wealth Management LLC
RIAAlpharetta, GA
AUM $585MTEAM 8REPS 5
Other AUM ranges
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