RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
LONG ARC CAPITAL LP
RIANew York, NY
AUM $867MTEAM 13REPS 2
STORGE
RIACORAL GABLES, FL
AUM $867MTEAM 5REPS 5
TSG ADVICE PARTNERS, LLC
RIACOLUMBUS, OH
AUM $867MTEAM 16REPS 11
WELLFULL
RIAHARLEYSVILLE, PA
AUM $866MTEAM 14REPS 13
CANTON HATHAWAY LLC
RIAPROVIDENCE, RI
AUM $866MTEAM 5REPS 7
XA INVESTMENTS
RIACHICAGO, IL
AUM $866MTEAM 15REPS 6
HAMPSHIRE FAMILY OFFICE
RIAAUM $866MTEAM 5REPS 3
CHARGER INVESTMENT PARTNERS LP
RIAEL SEGUNDO, CA
AUM $865MTEAM 14REPS 4
CARSON ADVISORY GROUP
RIAATHENS, GA
AUM $865MTEAM 7REPS 7
TREO ASSET MANAGEMENT, LLC
RIANew York, NY
AUM $865MTEAM 18REPS 2
BACKCAST PARTNERS MANAGEMENT LLC
RIANew York, NY
AUM $864MTEAM 16REPS 4
MOODY ALDRICH PARTNERS, LLC
RIAMARBLEHEAD, MA
AUM $864MTEAM 14REPS 7
I80 GROUP LP
RIANew York, NY
AUM $864MTEAM 29REPS 2
GREENROCK RESEARCH, INC.
RIACHICAGO, IL
AUM $864MTEAM 6REPS 4
LLOYD CAPITAL LLC
RIAKILCHBERG
AUM $863MTEAM 11REPS 6
CARTESIAN CAPITAL GROUP
RIANew York, NY
AUM $863MTEAM 24REPS 3
ATIVO CAPITAL MANAGEMENT, LLC
RIACHICAGO, IL
AUM $863MTEAM 8REPS 6
LEVEL FINANCIAL ADVISORS, INC.
RIAEAST AMHERST, NY
AUM $863MTEAM 15REPS 10
GSG ADVISORS LLC
RIAMOUNT LAUREL, NJ
AUM $862MTEAM 4REPS 3
MCMILL CPA AND ADVISORS
RIANORFOLK, NE
AUM $862MTEAM 50REPS 18
FRONT STREET CAPITAL MANAGEMENT, INC.
RIAMISSOULA, MT
AUM $862MTEAM 6REPS 6
THE HIGH NET WORTH ADVISORY GROUP, LLC
RIANAPLES, FL
AUM $862MTEAM 9REPS 6
MERIDIAN INVESTMENT ADVISORS
RIALITTLE ROCK, AR
AUM $862MTEAM 6REPS 4
HALLE CAPITAL MANAGEMENT LP
RIANew York, NY
AUM $862MTEAM 11REPS 2
Other AUM ranges
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