RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Dover Partners Inc
RIADayton, OH
AUM $509MTEAM 4REPS 2
Pinnacle Investment Advisors
RIATulsa, OK
AUM $508MTEAM 7REPS 13
&Wealth Partners
RIABaltimore, MD
AUM $508MTEAM 5REPS 3
IBN Asset Management, LLC
RIAThousand Oaks, CA
AUM $508MTEAM 6REPS 7
Quadratic Capital Management LLC
RIAGreenwich, CT
AUM $508MTEAM 4REPS 2
Solace Capital Partners, L.P.
RIAEl Segundo, CA
AUM $508MTEAM 10REPS 3
Instrumental Wealth, LLC
RIATampa, FL
AUM $508MTEAM 12REPS 5
Financial Designs Corporation
RIAClaremont, CA
AUM $508MTEAM 6REPS 4
WEA Financial Advisors, Inc.
RIAMadison, WI
AUM $508MTEAM 4REPS 14
Agellus Capital, LLC
RIAClayton, MO
AUM $508MTEAM 12REPS 4
Crossbeam Venture Partners
RIANew York, NY
AUM $508MTEAM 6REPS 2
Mandarinfish Management, LLC
RIAAUM $508MTEAM 1REPS 3
Garden Investments
RIAGreenwich, CT
AUM $508MTEAM 8REPS 4
Wealthcrest Financial Services, LLC
RIASpringfield, VA
AUM $508MTEAM 9REPS 5
Stratis Capital, LLC
RIADarien, CT
AUM $508MTEAM 1REPS 1
The Lam Group, Inc.
RIAAUM $507MTEAM 2REPS 2
MEP Capital Management, LLC
RIANew York, NY
AUM $507MTEAM 7REPS 2
Maltin Wealth Management, Inc.
RIAAUM $507MTEAM 5REPS 4
Pine Harbor Wealth Management LLC
RIAFairfax, VA
AUM $507MTEAM 2REPS 1
Helvetia Investment Advisors
RIALugano
AUM $507MTEAM 1REPS 2
LFL Advisers, LLC
RIAEvanston, IL
AUM $507MTEAM 3REPS 1
Boone Wealth Advisors, LLC
RIABellevue, WA
AUM $507MTEAM 9REPS 4
Kaufman Rossin Wealth, LLC
RIAMiami, FL
AUM $507MTEAM 11REPS 9
Creand Management
RIAMiami, FL
AUM $507MTEAM 16REPS 14
Other AUM ranges
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