RIAs: $500M – $1B AUM
2,401 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
BRILLIANCE ASSET MANAGEMENT LIMITED
RIAHong Kong
AUM $937MTEAM 19REPS 3
RITTER DANIHER FINANCIAL ADVISORY LLC
RIACINCINNATI, OH
AUM $936MTEAM 15REPS 17
PABRAI INVESTMENT FUNDS
RIAWEST LAKE HILLS, TX
AUM $936MTEAM 3REPS 3
ARA GC PARTNERS, LLC
RIAHOUSTON, TX
AUM $936MTEAM 23REPS 3
HARTLINE INVESTMENT CORPORATION
RIAWINNETKA, IL
AUM $935MTEAM 6REPS 3
FINANCIAL SOLUTIONS ADVISORY GROUP
RIACHICAGO, IL
AUM $935MTEAM 10REPS 8
CRANE & ASSOCIATES WEALTH MANAGEMENT
RIAFULLERTON, CA
AUM $935MTEAM 12REPS 4
UNITING WEALTH PARTNERS
RIADENVER, CO
AUM $935MTEAM 23REPS 16
SANDLOT PARTNERS, LLC
RIAOREM, UT
AUM $934MTEAM 18REPS 7
MIRADOR CAPITAL PARTNERS
RIAPLEASANTON, CA
AUM $934MTEAM 15REPS 9
TELESCOPE PARTNERS LLC
RIASAN FRANCISCO, CA
AUM $934MTEAM 12REPS 2
JOHNSON BIXBY
RIAVANCOUVER, WA
AUM $934MTEAM 15REPS 14
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
RIABOISE, ID
AUM $934MTEAM 6REPS 5
SEM WEALTH MANAGEMENT
RIATUCSON, AZ
AUM $933MTEAM 11REPS 9
TRAILS EDGE CAPITAL PARTNERS, LP
RIAAtlanta, GA
AUM $933MTEAM 7REPS 2
ESTABROOK CAPITAL MANAGEMENT LLC
RIANew York, NY
AUM $933MTEAM 10REPS 5
BOS ASSET MANAGEMENT, LLC
RIASPRINGFIELD, IL
AUM $933MTEAM 11REPS 12
COINFUND MANAGEMENT LLC
RIANew York, NY
AUM $932MTEAM 30REPS 7
3L CAPITAL MANAGEMENT, LLC
RIALos Angeles, CA
AUM $932MTEAM 4REPS 5
LSIA
RIABloomfield Hills, MI
AUM $932MTEAM 10REPS 6
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD
RIAGENEVA
AUM $932MTEAM 7REPS 5
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
RIALEAWOOD, KS
AUM $932MTEAM 41REPS 31
FRISCH FINANCIAL GROUP, INC.
RIAMELVILLE, NY
AUM $932MTEAM 18REPS 7
CLEARALPHA TECHNOLOGIES LP
RIAGREENWICH, CT
AUM $932MTEAM 21REPS 3
Other AUM ranges
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