RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Towerpoint Wealth, LLC
RIASacramento, CA
AUM $561MTEAM 9REPS 6
Riverbend Energy Group
RIAHouston, TX
AUM $561MTEAM 43REPS 3
Retireright Consulting Group
RIAWest Des Moines, IA
AUM $561MTEAM 5REPS 5
Canaras Capital Management, LLC
RIANew York, NY
AUM $561MTEAM 10REPS 4
Bulldog Investors, LLP
RIASaddle Brook, NJ
AUM $561MTEAM 6REPS 4
Matrix Private Capital Group
RIAChicago, IL
AUM $561MTEAM 8REPS 4
Wedgewood Partners, Inc.
RIASaint Louis, MO
AUM $561MTEAM 10REPS 8
John A. Wolfe & Associates, Inc.
RIAPortage, MI
AUM $561MTEAM 3REPS 2
Continuim Equity Partners, LP
RIAPittsburgh, PA
AUM $560MTEAM 22REPS 4
Melia Wealth LLC
RIATulsa, OK
AUM $560MTEAM 7REPS 4
Coral Tree Management, LP
RIAAUM $560MTEAM 9REPS 3
The Community Foundation for Greater New Haven, Inc.
RIANew Haven, CT
AUM $560MTEAM 43REPS 4
Empirical Asset Management, LLC
RIAWellesley, MA
AUM $560MTEAM 14REPS 13
A & I Wealth Management
RIAEnglewood, CO
AUM $560MTEAM 9REPS 11
QP Consulting
RIATakoma Park, MD
AUM $560MTEAM 2REPS 2
Aecom Capital Real Estate, LLC
RIALos Angeles, CA
AUM $560MTEAM 4REPS 2
Ocean Path Advisors, LLC
RIAManhattan Beach, CA
AUM $560MTEAM 6REPS 6
Endeavor Advisors, LLC
RIAThe Woodlands, TX
AUM $560MTEAM 10REPS 10
Van Leeuwen Retirement & Investment Services
RIARichmond, KY
AUM $559MTEAM 3REPS 5
M. Kraus & Company
RIAShelburne, VT
AUM $559MTEAM 5REPS 5
Headland Capital
RIAMount Pleasant, SC
AUM $559MTEAM 19REPS 11
PHD Retirement Consulting
RIAOverland Park, KS
AUM $559MTEAM 7REPS 1
Narus Financial Partners, LLC
RIASalt Lake City , UT
AUM $559MTEAM 7REPS 7
Capital Investment Management, Inc
RIALee's Summit, MO
AUM $559MTEAM 10REPS 5
Other AUM ranges
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