RIAs: $500M – $1B AUM

2,401 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.

DAWSON PARTNERS

RIA

New York, NY

AUM $999MTEAM 231REPS 5

PALM BEACH CAPITAL MANAGEMENT III, LLC

RIA

WEST PALM BEACH, FL

AUM $999MTEAM 11REPS 5

TISHMAN CAPITAL PARTNERS

RIA

New York, NY

AUM $998MTEAM 16REPS 5

DAYBRIGHT ADVISORY SERVICES, INC.

RIA

MIAMI, FL

AUM $997MTEAM 10REPS 25

TSFG, LLC

RIA

LAKE FOREST, IL

AUM $997MTEAM 19REPS 13

PASSIVE CAPITAL MANAGEMENT, LLC

RIA

SYRACUSE, NY

AUM $997MTEAM 8REPS 12

HUIZENGA CAPITAL MANAGEMENT, LLC

RIA

OAK BROOK, IL

AUM $997MTEAM 13REPS 5

GALILEI INVESTMENT OFFICE LLP

RIA

LONDON

AUM $996MTEAM 12REPS 2

COMMONWEALTH FINANCIAL SERVICES

RIA

PARKERSBURG, WV

AUM $995MTEAM 26REPS 18

OMNIA FAMILY WEALTH, LLC

RIA

AVENTURA, FL

AUM $995MTEAM 10REPS 6

LANTZ FINANCIAL LLC

RIA

NAPERVILLE, IL

AUM $994MTEAM 13REPS 7

FIVE ARROWS MANAGERS (USA) LLC

RIA

New York, NY

AUM $994MTEAM 45REPS 5

MCLEAN ASSET MANAGEMENT CORP.

RIA

TYSONS, VA

AUM $994MTEAM 26REPS 19

SYNTHETICFI LLC

RIA

SAN FRANCISCO, CA

AUM $993MTEAM 10REPS 7

KABOUTER MANAGEMENT, LLC

RIA

CHICAGO, IL

AUM $993MTEAM 15REPS 4

BAYSWATER MANAGEMENT COMPANY LP

RIA

DENVER, CO

AUM $991MTEAM 18REPS 5

ADVISORY RESEARCH INC

RIA

CHICAGO, IL

AUM $991MTEAM 14REPS 7

BROWN | MILLER WEALTH MANAGEMENT, LLC

RIA

MCLEAN, VA

AUM $991MTEAM 11REPS 11

RIVERVIEW RESEARCH, LLC

RIA

INDEPENDENCE, OH

AUM $991MTEAM 3REPS 1

CANDER ASSET MANAGEMENT

RIA

New York, NY

AUM $989MTEAM 3REPS 2

SCULPTOR ADVISORS LLC

RIA

New York, NY

AUM $989MTEAM 334REPS 4

MAN GLOBAL PRIVATE MARKETS (USA) INC.

RIA

New York, NY

AUM $988MTEAM 10REPS 5

MORRIS & WELLS WEALTH MANAGEMENT

RIA

CHARLOTTESVILLE, VA

AUM $988MTEAM 2REPS 2

TERRIL & COMPANY

RIA

SAINT LOUIS, MO

AUM $988MTEAM 16REPS 5

Other AUM ranges

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