RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
DME Advisors, LP
RIANew York, NY
AUM $907MREPS 4
Cranbrook Wealth Management, LLC
RIABloomfield Hills, MI
AUM $907MTEAM 6REPS 5
Round Rock Advisors LLC
RIAWilton, CT
AUM $907MTEAM 22REPS 10
Riverpoint Wealth Management
RIAChicago, IL
AUM $906MTEAM 6REPS 4
South Street Advisors, LLC
RIANew York, NY
AUM $906MTEAM 7REPS 4
First Affirmative Financial Network LLC
RIAColorado Springs, CO
AUM $905MTEAM 23REPS 16
Richard P. Slaughter Associates, Inc.
RIAAustin, TX
AUM $905MTEAM 14REPS 14
Navimed Capital Advisors, LLC
RIARosslyn, VA
AUM $905MTEAM 14REPS 4
Shannon River Fund Management, LLC
RIANew York, NY
AUM $905MTEAM 9REPS 2
Holowesko Partners Ltd.
RIANassau
AUM $904MTEAM 13REPS 7
Convergence Financial
RIAColumbia, MO
AUM $904MTEAM 18REPS 29
Mengis Capital Management, Inc.
RIAPortland, OR
AUM $903MTEAM 7REPS 6
Formidable Asset Management, LLC
RIACincinnati, OH
AUM $903MTEAM 21REPS 14
Studio Investment Management
RIAChicago, IL
AUM $903MTEAM 9REPS 4
Distributed Global Manager LP
RIAAustin, TX
AUM $903MTEAM 12REPS 8
Dmkc Advisory Services, LLC
RIADes Moines, IA
AUM $903MTEAM 13REPS 7
Navis Wealth Advisors LLC
RIARye Brook, NY
AUM $902MTEAM 8REPS 7
The Fairman Group, LLC
RIAChesterbrook, PA
AUM $902MTEAM 17REPS 16
New Vernon Capital
RIAMorristown, NJ
AUM $902MTEAM 14REPS 5
Flaharty Asset Management, LLC
RIAClearwater, FL
AUM $902MTEAM 10REPS 10
Trimer Capital Management LP
RIASan Francisco, CA
AUM $901MTEAM 6REPS 3
Marsjewett Financial Group
RIABellevue, WA
AUM $901MTEAM 16REPS 9
Riata Capital Group, LLC
RIADallas, TX
AUM $901MTEAM 19REPS 4
Beacon Financial Advisory LLC
RIACleveland, OH
AUM $901MTEAM 13REPS 13
Other AUM ranges
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