RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Bastion Management II LLC
RIAStamford, CT
AUM $573MTEAM 13REPS 6
Burkett Financial Services, LLC
RIARock Hill, SC
AUM $573MTEAM 7REPS 6
North Shore Private Asset Management, LLC
RIALake Forest, IL
AUM $573MTEAM 4REPS 4
The Ithaka Group, LLC
RIAArlington, VA
AUM $572MTEAM 7REPS 5
Prasad Wealth Partners
RIAIndependence, OH
AUM $572MTEAM 11REPS 11
Linepoint Partners & Co
RIALos Angeles, CA
AUM $572MTEAM 8REPS 5
Painted Porch Advisors LLC
RIASanta Barbara, CA
AUM $572MTEAM 21REPS 14
Independent Investors Inc
RIANesconset, NY
AUM $572MTEAM 6REPS 6
Family Wms, LLC
RIAAthens, GA
AUM $572MTEAM 8REPS 3
Westward Investment Advisory
RIAMission, KS
AUM $572MTEAM 5REPS 4
Prevatt Capital Ltd
RIANassau
AUM $571MTEAM 6REPS 3
Capital Markets Iq, LLC
RIAAUM $571MTEAM 23REPS 21
Clean Yield Asset Management
RIANorwich, VT
AUM $571MTEAM 9REPS 6
Sanchez Wealth Management Group, LLC
RIAJacksonville, FL
AUM $571MTEAM 3REPS 3
Lifestyle Asset Management, Inc.
RIAFriendswood, TX
AUM $571MTEAM 13REPS 14
Tyro Capital Management, LLC
RIAMiami, FL
AUM $571MTEAM 6REPS 3
Loom Capital Management LLC
RIANew York, NY
AUM $571MTEAM 2REPS 2
Gumshoe Capital Management LLC
RIANew York, NY
AUM $571MTEAM 7REPS 2
TTP Investments, Inc.
RIASan Jose, CA
AUM $571MTEAM 3REPS 4
Freif Advisors LLC
RIADenver, CO
AUM $570MTEAM 69REPS 6
BAY Hills Capital Management, LLC
RIASan Francisco, CA
AUM $570MTEAM 7REPS 2
Lionstone Capital Management LLC
RIANew York, NY
AUM $570MTEAM 6REPS 2
Inca Investments, LLC
RIAMiami, FL
AUM $570MTEAM 9REPS 4
Brilliant Advice, LLC
RIACincinnati, OH
AUM $570MTEAM 2REPS 3
Other AUM ranges
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