RIAs: $500M – $1B AUM
2,403 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
ELITE WEALTH MANAGEMENT, INC.
RIAKIRKLAND, WA
AUM $861MTEAM 5REPS 2
KEYSTONE PRIVATE WEALTH
RIAPALM DESERT, CA
AUM $861MTEAM 11REPS 11
EAGLE'S VIEW CAPITAL MANAGEMENT LLC
RIANew York, NY
AUM $860MTEAM 10REPS 7
INVESCO PRIVATE CAPITAL, INC.
RIANew York, NY
AUM $860MTEAM 10REPS 5
1CONFIRMATION
RIAINCLINE VILLAGE, NV
AUM $860MTEAM 4REPS 2
ATLAS PRIVATE WEALTH ADVISORS
RIARED BANK, NJ
AUM $860MTEAM 29REPS 20
WEALTHCARE INVESTMENT PARTNERS LLC
RIAPORTSMOUTH, RI
AUM $860MTEAM 12REPS 5
PROBITY ADVISORS, INC.
RIADALLAS, TX
AUM $859MTEAM 9REPS 7
CANNAE PORTFOLIO ADVISORS, LLC
RIASTAMFORD, CT
AUM $859MTEAM 16REPS 3
J.H. WHITNEY CAPITAL PARTNERS, LLC
RIANEW CANAAN, CT
AUM $859MTEAM 4REPS 3
SENGU CAPITAL LIMITED
RIAHong Kong
AUM $859MTEAM 6REPS 2
PINNEY & SCOFIELD, INC.
RIACAMBRIDGE, MA
AUM $859MTEAM 4REPS 3
BRIDGEINVEST LLC
RIAMIAMI, FL
AUM $859MTEAM 33REPS 2
CAMBIENT FAMILY OFFICE, LLC
RIAADA, MI
AUM $858MTEAM 6REPS 6
ALLIANCE CONSUMER GROWTH, LLC
RIANew York, NY
AUM $858MTEAM 8REPS 2
VIRGO INVESTMENT GROUP LLC
RIABURLINGAME, CA
AUM $857MTEAM 9REPS 2
SADDLE POINT MANAGEMENT, L.P.
RIANew York, NY
AUM $857MTEAM 5REPS 3
DELTA INVESTMENT MANAGEMENT, LLC
RIASAN FRANCISCO, CA
AUM $857MTEAM 25REPS 26
GREY ROCK MANAGEMENT PARTNERS IV, LLC
RIADALLAS, TX
AUM $857MTEAM 29REPS 7
BLUME CAPITAL MANAGEMENT, INC.
RIABERKELEY, CA
AUM $857MTEAM 7REPS 5
AROSA CAPITAL MANAGEMENT LP
RIAMIAMI BEACH, FL
AUM $857MTEAM 12REPS 4
GFO ASSET MANAGEMENT, LLC
RIAMIAMI BEACH, FL
AUM $856MTEAM 14REPS 2
CPMG, INC.
RIADALLAS, TX
AUM $856MTEAM 7REPS 5
POLITAN CAPITAL MANAGEMENT
RIAAUM $856MTEAM 1REPS 1
Other AUM ranges
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