RIAs: $500M – $1B AUM
2,404 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
New Forests Inc.
RIASan Francisco, CA
AUM $982MTEAM 22REPS 13
Prytania Investment Advisors LLP
RIALondon
AUM $982MTEAM 10REPS 2
Altiora Financial Group, LLC
RIAAUM $982MTEAM 1REPS 1
Broadshore Capital Partners, LLC
RIALos Angeles, CA
AUM $982MTEAM 16REPS 3
Khrom Capital Management
RIAMiami Beach, FL
AUM $981MTEAM 6REPS 2
Village Global Management, L.L.C.
RIACovina, CA
AUM $979MTEAM 13REPS 4
Wealth Alliance Advisory Group, LLC
RIAWichita, KS
AUM $979MTEAM 7REPS 6
Epoch Capital, US
RIANew York, NY
AUM $979MTEAM 12REPS 4
Summit Wealth and Retirement Partners
RIAEagle, ID
AUM $978MTEAM 12REPS 7
Astoria Portfolio Advisors LLC
RIANew York, NY
AUM $978MTEAM 9REPS 14
Keyframe Capital Partners, L.P.
RIANew York, NY
AUM $977MTEAM 8REPS 2
Patton Wealth Advisors
RIAAUM $977MTEAM 1REPS 1
MBE Wealth Management, LLC
RIATomah, WI
AUM $977MTEAM 18REPS 13
Night Squared LP
RIANew York, NY
AUM $976MTEAM 14REPS 4
Level Financial Advisors, Inc.
RIAEast Amherst, NY
AUM $975MTEAM 16REPS 10
Satovsky Asset Management LLC
RIANew York, NY
AUM $975MTEAM 12REPS 6
Balmoral Management II L.P.
RIALos Angeles, CA
AUM $974MTEAM 16REPS 5
Maia Wealth
RIADenver, CO
AUM $973MTEAM 43REPS 42
Lebenthal Global Advisors, LLC
RIAHauppauge, NY
AUM $972MTEAM 30REPS 25
Crewcial Partners LLC
RIANew York, NY
AUM $972MTEAM 45REPS 5
Aufman Associates Inc
RIASewickley, PA
AUM $972MTEAM 7REPS 3
Intertide Partners
RIAChicago, IL
AUM $971MTEAM 3REPS 1
Veery Capital, LLC
RIAWest Chester, PA
AUM $971MTEAM 14REPS 8
ELK River Wealth Management LLC
RIADenver, CO
AUM $971MTEAM 11REPS 2
Other AUM ranges
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