RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Sarasin Asset Management Limited
RIALondon
AUM $555MTEAM 7REPS 9
ION Pacific, Inc.
RIAVenice, CA
AUM $555MTEAM 20REPS 2
Kercheville Advisors LLC
RIASan Antonio, TX
AUM $555MTEAM 5REPS 4
Suntx Capital Management Corp.
RIADallas, TX
AUM $554MTEAM 14REPS 4
Central Trust Bank
RIAJefferson City, MO
AUM $554MTEAM 4REPS 3
Heller Wealth Management
RIAMelville, NY
AUM $554MTEAM 6REPS 4
Global View Investment Advisors, LLC
RIAGreenville, SC
AUM $554MTEAM 8REPS 4
Avalon Global Asset Management LLC
RIASan Francisco, CA
AUM $554MTEAM 5REPS 3
Pegasus Asset Management Inc
RIAMorristown, NJ
AUM $554MTEAM 5REPS 4
Asset Planning, Inc
RIALos Alamitos, CA
AUM $553MTEAM 5REPS 5
SMA Capital LLC
RIANew York, NY
AUM $553MTEAM 9REPS 2
SC Asesores En Inversiones Independientes SA de Cv
RIAMexico City
AUM $553MTEAM 6REPS 3
Creekside Partners
RIAPetaluma, CA
AUM $553MTEAM 2REPS 2
TSP Capital Management Group, LLC
RIASummit, NJ
AUM $553MTEAM 5REPS 3
Northern Right Capital Management, L.P.
RIADarien, CT
AUM $553MTEAM 6REPS 2
Tolsma Investments, LLC
RIAAUM $553MTEAM 1REPS 1
MW Advisor, LLC
RIANew York, NY
AUM $553MTEAM 115REPS 5
Omega Financial Group, LLC
RIASanta Barbara, CA
AUM $552MTEAM 6REPS 5
Nexus One Financial Advisors LLC
RIAPlano, TX
AUM $552MTEAM 10REPS 7
Alliance Wealth Advisors, LLC
RIACenterville, UT
AUM $552MTEAM 19REPS 12
LAS Olas Capital Advisors, LLC
RIAFort Lauderdale, FL
AUM $552MTEAM 8REPS 2
Global Assets Advisory, LLC
RIAOrlando, FL
AUM $552MTEAM 29REPS 31
The Sum
RIAThe Woodlands, TX
AUM $551MTEAM 12REPS 10
Broadleaf Partners, LLC
RIAHudson, OH
AUM $551MTEAM 7REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?