RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
PCG WEALTH MANAGEMENT
RIAOVERLAND PARK, KS
AUM $931MTEAM 24REPS 18
SKY INVESTMENT GROUP LLC
RIAHARTFORD, CT
AUM $931MTEAM 11REPS 9
PGI WEALTH MANAGEMENT
RIAALPHARETTA, GA
AUM $931MTEAM 9REPS 9
RB CAPITAL MANAGEMENT, LLC
RIARENO, NV
AUM $931MTEAM 16REPS 14
SANDALWOOD SECURITIES, INC.
RIAROSELAND, NJ
AUM $930MTEAM 11REPS 2
STRATEGY ASSET MANAGERS L.L.C.
RIAPASADENA, CA
AUM $930MTEAM 10REPS 11
TRINITY FUND ADVISORS LLC
RIAMIAMI, FL
AUM $930MTEAM 32REPS 4
STABLEPOINT PARTNERS, LLC
RIABRAINTREE, MA
AUM $930MTEAM 11REPS 5
TOSCAFUND ASSET MANAGEMENT
RIALONDON
AUM $930MTEAM 26REPS 4
WICK CAPITAL PARTNERS, LLC
RIAWAYNE, PA
AUM $930MTEAM 11REPS 11
MIRI CAPITAL MANAGEMENT LLC
RIABOSTON, MA
AUM $930MTEAM 10REPS 3
INVESTMARK ADVISORY GROUP LLC
RIASHELTON, CT
AUM $930MTEAM 10REPS 9
GALECKI FINANCIAL MANAGEMENT INC
RIAFORT WAYNE, IN
AUM $929MTEAM 15REPS 6
OPPENHEIMER INVESTMENT MANAGEMENT LLC
RIANew York, NY
AUM $929MTEAM 8REPS 9
CANVAS WEALTH ADVISORS, LLC
RIASHAWNEE, KS
AUM $929MTEAM 11REPS 9
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
RIAWESTMINSTER, CO
AUM $929MTEAM 17REPS 17
OLD MISSION INVESTMENT COMPANY, LLC
RIATRAVERSE CITY, MI
AUM $929MTEAM 10REPS 8
VAQUERO PRIVATE WEALTH, LTD.
RIADALLAS, TX
AUM $929MTEAM 9REPS 6
UNION PARK CAPITAL MANAGEMENT, L.P.
RIABOSTON, MA
AUM $928MTEAM 10REPS 2
RIVERSEDGE ADVISORS
RIAWILMINGTON, DE
AUM $928MTEAM 19REPS 13
GLASS JACOBSON WEALTH ADVISORS
RIAOWINGS MILLS, MD
AUM $928MTEAM 9REPS 14
PITON INVESTMENT MANAGEMENT, LP
RIAGARDEN CITY, NY
AUM $928MTEAM 9REPS 8
BLUE WATER ADVISORS LP
RIABOCA RATON, FL
AUM $928MTEAM 20REPS 3
STRATEGIC FINANCIAL CONCEPTS, LLC
RIASAN ANTONIO, TX
AUM $928MTEAM 41REPS 40
Other AUM ranges
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