RIAs: $500M – $1B AUM
2,406 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
Peterson Wealth Advisors, LLC
RIAOrem, UT
AUM $830MTEAM 13REPS 14
Granite Group Advisors, LLC
RIAStamford, CT
AUM $830MTEAM 8REPS 3
First Citizens Institutional Asset Management, LLC
RIANew York, NY
AUM $829MTEAM 25REPS 9
Mason & Associates, Inc.
RIALos Angeles, CA
AUM $829MTEAM 8REPS 9
Global Financial Private Client
RIASarasota, FL
AUM $828MTEAM 6REPS 5
Centergate Capital
RIAWest Lake Hills, TX
AUM $828MTEAM 29REPS 3
Rvk, Inc.
RIAPortland, OR
AUM $828MTEAM 127REPS 11
Impact Retirement Advisors
RIAAUM $828MTEAM 4REPS 5
Walsh & Associates, LLC
RIASarasota, FL
AUM $828MTEAM 15REPS 9
Edge Wealth Management, LLC
RIANew York, NY
AUM $827MTEAM 7REPS 7
Argand Partners, LP
RIANew York, NY
AUM $827MTEAM 16REPS 4
Mps-Loria Financial Planners,LLC
RIABurr Ridge, IL
AUM $827MTEAM 7REPS 8
Aequitas Investment Advisors, LLC
RIAHingham, MA
AUM $826MTEAM 8REPS 5
Madden Asset Management
RIADallas, TX
AUM $826MTEAM 3REPS 4
Rithm Capital Advisors LLC
RIANew York, NY
AUM $826MTEAM 73REPS 4
The Capital Management Corporation
RIAGlen Allen, VA
AUM $826MTEAM 8REPS 6
Kershner, Grosso & Co
RIASaratoga Springs, NY
AUM $825MTEAM 6REPS 3
Tannin Capital, LLC
RIACharlotte, NC
AUM $825MTEAM 7REPS 2
Platform Partners LLC
RIAHouston, TX
AUM $825MTEAM 22REPS 4
P2 Capital Partners, LLC
RIANew York, NY
AUM $824MTEAM 14REPS 2
Highcrest Capital, LLC
RIAFredericksburg, TX
AUM $824MTEAM 20REPS 2
Redblack Advisers, Inc.
RIAOradell, NJ
AUM $824MTEAM 7REPS 5
Nexannuity Asset Management, L.P.
RIADallas, TX
AUM $823MTEAM 4REPS 2
Hack Vc Management, LLC
RIAPalo Alto, CA
AUM $823MTEAM 15REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?