RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
BEACON FINANCIAL ADVISORY LLC
RIACLEVELAND, OH
AUM $901MTEAM 13REPS 13
GREENUP STREET WEALTH MANAGEMENT LLC
RIAOVERLAND PARK, KS
AUM $900MTEAM 20REPS 21
FIRST TURN MANAGEMENT, LLC
RIASOLANA BEACH, CA
AUM $900MTEAM 4REPS 4
YORKVILLE ADVISORS GLOBAL, LP
RIAMOUNTAINSIDE, NJ
AUM $900MTEAM 23REPS 5
93 FINANCIAL GROUP, LLC
RIAWOBURN, MA
AUM $900MTEAM 8REPS 5
MALABAR INVESTMENTS, LLC
RIANew York, NY
AUM $900MTEAM 20REPS 9
AXIOM ASSET MANAGEMENT
RIAWAYNE, PA
AUM $900MTEAM 5REPS 6
GOLDNER HAWN
RIAMINNEAPOLIS, MN
AUM $899MTEAM 13REPS 6
NIPPON VALUE INVESTORS
RIATOKYO
AUM $899MTEAM 15REPS 6
ASSET MANAGEMENT GROUP, INC.
RIASTAMFORD, CT
AUM $898MTEAM 6REPS 4
RISKBRIDGE ADVISORS, LLC
RIANORWALK, CT
AUM $898MTEAM 15REPS 11
BLOCKCHANGE MANAGEMENT LLC
RIAAUM $898MTEAM 12REPS 4
KAIROS
RIAIRVINE, CA
AUM $897MTEAM 50REPS 7
TRANQUILITY PARTNERS, LLC
RIABRENTWOOD, TN
AUM $897MTEAM 7REPS 7
SAWYER FALDUTO ASSET MANAGEMENT, LLC
RIAELMHURST, IL
AUM $897MTEAM 6REPS 4
KEY CLIENT FIDUCIARY ADVISORS, LLC
RIAFAIRFIELD, NJ
AUM $896MTEAM 10REPS 10
CHRISTOPHER WEIL & CO INC
RIASAN DIEGO, CA
AUM $896MTEAM 16REPS 12
STONEBRIDGE FINANCIAL GROUP
RIASAN RAFAEL, CA
AUM $896MTEAM 21REPS 14
MAYTECH GLOBAL INVESTMENTS
RIANew York, NY
AUM $895MTEAM 12REPS 6
KELMAN LAZAROV INC
RIAMEMPHIS, TN
AUM $895MTEAM 17REPS 14
MAKROD INVESTMENT ASSOCIATES INC
RIAVERONA, NJ
AUM $894MTEAM 4REPS 4
TELEO CAPITAL MANAGEMENT LLC
RIABOISE, ID
AUM $894MTEAM 26REPS 3
ATLANTIC PRIVATE WEALTH, LLC
RIACHAPEL HILL, NC
AUM $894MTEAM 5REPS 5
ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD.
RIASINGAPORE
AUM $894MTEAM 4REPS 4
Other AUM ranges
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