RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Avalon Capital Management
RIAMenlo Park, CA
AUM $582MTEAM 5REPS 5
Boden Wealth
RIALemoyne, PA
AUM $582MTEAM 17REPS 7
Freshford Capital Management, LLC
RIAHarrison, NY
AUM $582MTEAM 8REPS 2
Two Sigma Real Estate, LP
RIANew York, NY
AUM $582MTEAM 36REPS 8
Stewart Wealth Management, Inc.
RIASan Rafael, CA
AUM $582MTEAM 4REPS 3
Armadillo Litigation Funding LLC
RIAHouston, TX
AUM $581MTEAM 7REPS 4
55 North Private Wealth
RIAWinter Park, FL
AUM $581MTEAM 8REPS 7
Hyperion Capital Advisors LP
RIANew York, NY
AUM $581MTEAM 41REPS 10
Rainier Investment Management LLC
RIASeattle, WA
AUM $581MTEAM 3REPS 3
RTW Financial Advisors Inc
RIADallas, TX
AUM $581MTEAM 11REPS 4
Keystone Global Partners LLC
RIADenver, CO
AUM $581MTEAM 4REPS 2
Mosaic Advisors
RIAHouston, TX
AUM $581MTEAM 27REPS 22
Winch Financial
RIAAppleton, WI
AUM $580MTEAM 18REPS 7
Northwest Quadrant Wealth Management
RIABend, OR
AUM $580MTEAM 3REPS 2
Savanna Investment Management LLC
RIANew York, NY
AUM $580MTEAM 39REPS 3
Able Wealth Management LLC
RIAToms River, NJ
AUM $580MTEAM 7REPS 5
Harvey Capital Management Inc
RIAPalm Beach, FL
AUM $579MTEAM 5REPS 3
EPG Wealth Management LLC
RIAAtlanta, GA
AUM $579MTEAM 14REPS 10
Mattern Wealth Management LLC
RIALawrence, KS
AUM $579MTEAM 5REPS 4
Edgerock Wealth Management
RIADenver, CO
AUM $579MTEAM 20REPS 14
Two Roads Partners Management, LP
RIANew York, NY
AUM $579MTEAM 13REPS 2
Civitas Capital Management, LLC
RIADallas, TX
AUM $579MTEAM 47REPS 5
Twele Capital Management, Inc.
RIAMinnetonka, MN
AUM $578MTEAM 4REPS 4
Boxer Capital Management, LLC
RIASan Diego, CA
AUM $578MTEAM 19REPS 4
Other AUM ranges
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